茲載列國藥控股股份有限公司旗下一間 A股及 B股於深圳證券交易所上市的附屬公司， 國藥集團一致藥業股份有限公司，在深圳證券交易所網站刊登的《國藥集團一致藥業股 份有限公司 2025 年度業績預告》，僅供參閱。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不就因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致之任何損失承擔任何責任。 海外監管公告 國藥集團一致藥業股份有限公司 2025 年度業績預告 本公告乃根據香港聯合交易所有限公司證券上市規則第 13.10B 條作出。 承董事會命 國藥控股股份有限公司 董事長 晉斌 中國，上海 2026 年 1 月 25 日 於本公告日期，執行董事為連萬勇先生及楊秉華先生；非執行董事為晉斌先生、陳啟宇先生、 祖敬先生、邢永剛先生、陳玉卿先生、文德鏞先生、馬躍先生及李瑩女士；獨立非執行董事為 李培育先生、吳德龍先生、俞衛鋒先生、石晟昊先生及陳威如先生。 ...

Group 1 - The core viewpoint of the article is the strategic partnership formed between LuNan Pharmaceutical Group and China National Pharmaceutical Group's Shaanxi and Qinghai subsidiaries, aimed at building a stable, efficient, and sustainable pharmaceutical supply chain in the Northwest region of China [1][3][4] - The "Changying Plan" emphasizes not only commercial sustainability but also a long-term mission to provide high-quality health products and services to the public, marking a significant step in LuNan's regional market strategy [3][4] - The partnership is expected to enhance market competitiveness and service capabilities in Shaanxi, leveraging the strong distribution network and professional logistics services of China National Pharmaceutical Group [3][4] Group 2 - The collaboration will focus on innovative projects such as hospital logistics and patient rehabilitation management, aiming to deepen the integration of brand, channel, and service [3][4] - In Qinghai, the partnership will address the unique challenges of drug accessibility and supply chain stability, with LuNan's diverse product line complementing the local network capabilities of China National Pharmaceutical Group [3][4] - The agreement is positioned to inject strong momentum into the high-quality development of the regional pharmaceutical industry and contribute to the "Healthy China" initiative [4]

Core Insights - The Huabao CSI Hong Kong Stock Connect Medical Theme ETF (159137) closed with a gain of 0.38% on January 12, with a trading volume of 173 million yuan [1] Fund Overview - The fund was established on December 31, 2025, and is officially named Huabao CSI Hong Kong Stock Connect Medical Theme Exchange-Traded Fund [1] - The management fee is set at 0.50% per annum, while the custody fee is 0.10% per annum [1] - The performance benchmark for the fund is the return of the CSI Hong Kong Stock Connect Medical Theme Index, adjusted for the RMB exchange rate [1] Fund Management - The current fund manager is Zhang Fang, who has managed the fund since its inception, achieving a return of 4.33% during the management period [1] Top Holdings - The latest report indicates that the top holdings of the ETF include: - WuXi Biologics: 2.65% holding, valued at approximately 7.49 million yuan [2] - JD Health: 2.02% holding, valued at approximately 5.71 million yuan [2] - WuXi AppTec: 1.44% holding, valued at approximately 4.07 million yuan [2] - Crystal Digital Holdings: 0.98% holding, valued at approximately 2.76 million yuan [2] - Alibaba Health: 0.93% holding, valued at approximately 2.63 million yuan [2] - WuXi AppTec Holdings: 0.86% holding, valued at approximately 2.43 million yuan [2] - Sinopharm: 0.72% holding, valued at approximately 2.04 million yuan [2] - Genscript Biotech: 0.55% holding, valued at approximately 1.55 million yuan [2] - Ping An Good Doctor: 0.46% holding, valued at approximately 1.31 million yuan [2] - CSPC Pharmaceutical Group: 0.41% holding, valued at approximately 1.17 million yuan [2]

Core Insights - The report by Dida Chuxing reveals that ride-sharing users are exploring various emerging professions, particularly in AI, chips, overseas expansion, enterprise services, and lifestyle services [1][3][4] Group 1: Ride-Sharing Commute Trends - The top five popular commuting districts for ride-sharing in Shenzhen are Nanshan District, Futian District, Luohu District, Longhua District, and Bao'an District [2] - Nanshan District's high commuting activity is attributed to the concentration of tech parks such as KeXing Science Park and Shenzhen Software Park [2] - Over 50% of ride-sharing orders in Shenzhen's top 100 commuting destinations are from high-tech, internet, and IT sectors, indicating a significant presence of these industries [2] Group 2: Emerging Professions and User Demographics - The majority of ride-sharing users are office workers, with over 50% of passengers and 80% of drivers falling within the age range of 26 to 50 years [3] - The top ten professions among ride-sharing users include engineers, technical researchers, salespeople, workers, finance professionals, teachers, designers, civil servants, healthcare workers, and accountants [3] - A notable number of users are individual entrepreneurs, reflecting the microeconomic vitality of the current economic landscape [3] Group 3: Impact of New Technologies - The rapid development and application of emerging technologies like AI and big data have led to the creation of numerous digital new professions and job types [4] - Increasing consumer demand for quality of life, health management, cultural experiences, and personalized services has also spurred the emergence of new professions in lifestyle services [4]

Core Viewpoint - The antibacterial drug market in China is under pressure, with sales expected to drop below 100 billion yuan in 2024 and continue declining by approximately 18% in the first three quarters of 2025, reaching over 60 billion yuan [1][14]. Market Performance - The total sales of systemic antibacterial drugs in public medical institutions in China have been declining, with a significant drop in sales from 2024 to 2025 [1][14]. - The market for systemic antibacterial drugs includes 12 major therapeutic categories, with cephalosporins leading but experiencing four consecutive years of sales decline from 2022 to the first three quarters of 2025 [3][16]. Company Rankings - In the ranking of major companies, Pfizer, China National Pharmaceutical Group, and North China Pharmaceutical Group hold the top three positions, with sales exceeding 6.2 billion yuan, 2.1 billion yuan, and 1.9 billion yuan respectively in the first three quarters of 2025 [5][18]. - Nanjing Youke Biological, ranked fifteenth, showed remarkable growth with a year-on-year increase of 137.17%, marking its first entry into the top 20 groups [5][18]. Product Performance - The top 20 systemic antibacterial drugs accounted for over 50% of the market share, with the leading product, injectable cefoperazone/sulbactam (2:1), achieving sales of over 4.5 billion yuan [21][22]. - Notably, the compound injection of cefoperazone/sulbactam saw a dramatic increase of 219.32%, marking a significant rise in its market presence [21][23]. National Procurement Impact - Among the top 20 products, 15 have been included in the national procurement program, with 13 experiencing double-digit declines in sales [21][23]. - The tenth batch of national procurement saw injectable piperacillin/tazobactam drop by 55.61%, while the eleventh batch saw injectable cefoperazone/sulbactam decline by 47.56% [21][23]. New Drug Development - Currently, there are no domestic class 1 new drugs among the top 20 systemic antibacterial products, although five class 1 new antibacterial drugs have been approved since 2021 [25][26]. - Eight products meet the criteria for national procurement inclusion, with seven being injectable forms and one oral formulation [25][26].

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 國藥控股股份有限公司 呈交日期: 2026年1月7日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01099 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,341,810,740 | RMB | | | 1 RMB | | 1,341,810,740 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 1,341,810,740 | RMB | | | 1 RMB | | 1,341,810,740 | | 2. 股份分 ...

Core Insights - The article highlights that Guoyao Holdings Xingsha Pharmaceutical (Xiamen) Co., Ltd. has obtained a patent for a "three-dimensional wrapping machine," with the authorization announcement number CN116461777B and an application date of March 2023 [1]. Company Overview - Guoyao Holdings Xingsha Pharmaceutical (Xiamen) Co., Ltd. was established in 1998 and is located in Xiamen City, primarily engaged in the pharmaceutical manufacturing industry [1]. - The company has a registered capital of 360 million RMB [1]. - According to data analysis from Tianyancha, the company has invested in 2 enterprises and participated in 1,556 bidding projects [1]. - The company holds 211 trademark information records and 143 patent information records, along with 174 administrative licenses [1].

Core Viewpoint - The strategic cooperation signing ceremony and project launch meeting between China National Pharmaceutical Group (Sinopharm) and Betta Pharmaceuticals was held, indicating a commitment to deepen collaboration and create a new ecosystem for an efficient pharmaceutical supply chain [1] Group 1 - Sinopharm and Betta Pharmaceuticals aim to enhance cooperation and work together towards a synergistic and efficient pharmaceutical supply chain [1]

Core Viewpoint - The strategic cooperation between China National Pharmaceutical Group (Sinopharm) and Betta Pharmaceuticals represents a strong alliance between an innovative pharmaceutical company and a supply chain giant, aiming to create a new ecosystem for an efficient pharmaceutical supply chain [1] Group 1: Strategic Cooperation - The signing ceremony for the strategic cooperation between Sinopharm and Betta Pharmaceuticals took place at Betta's headquarters [1] - This partnership is seen as a model of complementary strengths between an innovative drug company and a supply chain leader [1] - Both companies aim to deepen their collaboration and create a synergistic and efficient pharmaceutical supply chain ecosystem [1] Group 2: Company Statements - Sinopharm's Vice President, Hu Ligang, expressed satisfaction with the strategic cooperation, emphasizing the integration of internal resources and optimization of service models to support innovative companies like Betta [1] - Betta Pharmaceuticals' Chairman, Ding Lieming, acknowledged the significant support from Sinopharm in Betta's commercialization process, highlighting the importance of this partnership in enhancing collaborative innovation outcomes [1]

Group 1 - In December, several leading pharmaceutical companies experienced significant executive changes, including Guoyao Holdings, BeiGene, and Zhendong Pharmaceutical [1][2] - Kexin Pharmaceutical announced the election of Li Hongfu as the chairman of its fourth board of directors on December 1 [1] - Kang En Bei reported that Jiang Yi resigned from multiple positions, including chairman, on December 6 due to work adjustments [1] Group 2 - WuXi AppTec appointed Tian Feng as the CEO and executive director, effective December 29, 2025 [2] - Alibaba Health announced the resignation of Zhu Shunyan as non-executive director and chairman, with current CEO Shen Difan taking over as chairman [2] - Sangfor Technologies reported the resignation of core technical personnel, Weng Zhibing, from all positions in its wholly-owned subsidiary on December 16 [2] Group 3 - Zhendong Pharmaceutical announced that Yang Lianmin resigned from his positions due to reaching retirement age on December 18 [2] - BeiGene appointed Dr. Wang Lai as president and global head of R&D, effective December 19 [2] - Guoyao Holdings announced Jin Bin as the new chairman on December 19, following the resignation of Zhao Bingxiang [2] Group 4 - Shijiazhuang Pharmaceutical Group reported that Zhang Cuilong stepped down from multiple roles, while Cai Lei was appointed as vice chairman and CEO on December 19 [3] - Weichuang Bio announced the appointment of Li Jianxun as general manager, while Chairman Lu Xianping stepped down from the general manager role on December 23 [3] - Shandong Pharmaceutical Glass reported that Chairman Hu Yonggang resigned from all positions due to age, with General Manager Zhang Jun taking over the chairman's responsibilities on December 24 [3]