人民财讯11月25日电，11月25日，复星医药（600196）与睿智医药（300149）在上海举行战略合作框架 协议签约仪式。复星医药高级副总裁兼全球研发中心首席执行官李翔表示，未来，借助与睿智医药全链 条研发服务能力，有望进一步提升复星医药在多种类型药物研发领域的效率与质量，加速创新成果转 化，巩固我们在创新医药领域的竞争优势。同时，双方的合作也为行业树立了'创新主体+服务平台'的 合作典范，有助于推动产业链上下游资源的高效整合，助力提升国内新药研发的整体水平，为更多患者 带来更多优质的治疗方案。 ...

近日，北京市产权交易所最新挂出的股权转让项目显示，医药流通巨头国药控股股份有限公司（简 称"国药控股"）拟出让健嘉医疗投资管理有限公司（简称"健嘉医疗"）45%股权，挂牌价格为6.3亿元。 健嘉医疗曾是国药控股重点布局的医疗投资平台，近年来经营业绩并不理想，成为"甩包袱"的对象。 公开信息显示，健嘉医疗的前身是国控医疗，2013年由国药控股与复星医药共同出资设立，注册资本达 10亿元。从官网披露的规模来看，该平台已具备一定行业影响力，目前拥有25家医疗机构，覆盖全国14 个省份，累计开放床位8000张。 2023年6月，国控医疗曾爆发危机。莆田市涵江医院数百名医护人员集体拉横幅维权，将矛头直指国控 医疗，称其管理混乱。从那时起，国药控股逐渐退出国控医疗的管理。此后，国控医疗在公开报道中的 定位由"集康复医院、儿童康复门诊、数智康养、综合医院以及生殖专科医院于一体的大型医疗集团"， 转向了康复医院。 无论受让方最终是谁，健嘉医疗面临的挑战都不容忽视。从行业层面看，康复医疗赛道近年来入局者增 多，公立康复医院凭借资源优势占据主导地位，民营机构则面临同质化竞争、医保支付压力等问题；从 公司自身看，高负债、营收下滑的 ...

Core Viewpoint - Southbound funds reduced their holdings in Fosun Pharma (02196.HK) by 118,000 shares on November 21, 2025, while showing a net increase in holdings over the past trading days [1][2]. Group 1: Southbound Fund Activity - Over the last five trading days, southbound funds increased their holdings on four occasions, with a total net increase of 1,302,500 shares [1]. - In the last twenty trading days, there were fifteen days of net increases, totaling 9,318,500 shares [1]. - As of now, southbound funds hold 316 million shares of Fosun Pharma, representing 57.28% of the company's total issued ordinary shares [1][2]. Group 2: Shareholding Changes - On November 21, 2025, the total number of shares held was 316 million, with a decrease of 118,000 shares, reflecting a change of -0.04% [2]. - On November 20, 2025, there was an increase of 194,500 shares, showing a change of 0.06% [2]. - The highest increase in the last five trading days occurred on November 19, 2025, with an addition of 885,500 shares, representing a change of 0.28% [2]. Group 3: Company Overview - Fosun Pharma is primarily engaged in the research, manufacturing, and sales of pharmaceutical products, operating through five segments [2]. - The pharmaceutical segment focuses on innovative drugs, mature pharmaceutical products, and vaccines [2]. - The medical devices and diagnostics segment is involved in the manufacturing and sales of molecular diagnostics, immunodiagnostics, and microbiological diagnostic devices [2].

Core Viewpoint - Shanghai Fosun Pharmaceutical (Group) Co., Ltd. announced that its subsidiary, Shanghai Fosun Pharmaceutical Industry Development Co., Ltd., has had its drug registration application for Rumaine (generic name: Luwomeitini tablets) accepted by the National Medical Products Administration, which has been included in the priority review process for treating children aged 2 and above with Langerhans cell histiocytosis (LCH) [2][4]. Group 1 - The drug is an innovative small molecule chemical drug developed by the group, specifically a selective MEK1/2 inhibitor [3]. - As of November 21, 2025, the drug has been approved for two indications in mainland China: treatment of LCH and adult patients with histiocytosis, and treatment of symptomatic, inoperable plexiform neurofibromas in children and adolescents aged 2 and above with Neurofibromatosis Type 1 (NF1) [4]. - The drug is currently in Phase III clinical trials for treating adult NF1 and pediatric low-grade gliomas, and in Phase II trials for treating extra-cranial arteriovenous malformations [4]. Group 2 - The cumulative R&D investment for the drug as of October 2025 is approximately RMB 638 million (unaudited) [5]. - According to IQVIA MIDAS data, the global sales of MEK1/2 selective inhibitors are projected to be approximately USD 2.068 billion in 2024 [5].

Group 1: Shareholding Changes - Company Zhaoyi Innovation announced that several directors and senior management personnel plan to reduce their holdings by a total of 249,000 shares, with specific reductions from the vice chairman and general manager, as well as other vice presidents [1] - Company Super Aerospace announced a stock suspension due to its controlling shareholders planning a significant matter that may lead to a change in control [2] - Company Haosai is under investigation by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws [5] Group 2: Major Contracts and Projects - Company Dajin Heavy Industry's wholly-owned subsidiary signed a contract worth approximately 1.339 billion yuan for a European offshore wind farm project, which represents 35.41% of the company's audited revenue for 2024 [3] - Company Ruifeng New Materials plans to increase capital by 200 million yuan in a related party to advance a lithium hexafluorophosphate project [6] Group 3: Regulatory Actions - Company Jushi Chemical received a notice from the CSRC regarding an investigation for suspected violations of information disclosure laws [4] - Company Huosai is also under investigation by the CSRC for similar reasons [5] Group 4: Investment and Acquisitions - Company Gao Neng Environment plans to acquire 45.2% equity in three mining companies [7] - Company Aerospace Electric intends to purchase 32% equity in Shenzhen Aerospace Electric Motor System Co., Ltd. through public bidding [8]

Core Insights - Fosun Pharma's subsidiary, Shanghai Fuhong Hanlin Biotech, has received inclusion in the Breakthrough Therapy designation for its independently developed drug, Surulitinib Injection, for use in combination chemotherapy for gastric cancer [1] Group 1: Drug Development and Approvals - Surulitinib Injection, marketed as Hanshuan® in China, is an innovative anti-PD-1 monoclonal antibody developed by the company [1] - The drug has been approved for marketing in multiple countries, including China, the EU, the UK, Indonesia, Cambodia, Thailand, Malaysia, Singapore, and India [1] - In China, the approved indications include first-line treatment for squamous non-small cell lung cancer (sq-NSCLC), extensive-stage small cell lung cancer (ES-SCLC), esophageal squamous cell carcinoma (ESCC), and non-squamous non-small cell lung cancer (nsq-NSCLC) [1] Group 2: Regulatory Designations and Clinical Trials - The drug has received orphan drug designation from regulatory authorities in the US, EU, Switzerland, and South Korea [1] - Multiple combination therapy clinical trials involving Surulitinib are ongoing globally, targeting indications such as lung cancer, esophageal cancer, head and neck squamous cell carcinoma, colorectal cancer, and gastric cancer [1] - Inclusion in the Breakthrough Therapy program is expected to expedite the review and market launch process for the drug's related indications in China [1]

Core Viewpoint - Fosun Pharma's subsidiary has received acceptance for a drug registration application for a new indication of a medication used to treat Langerhans cell histiocytosis in children aged 2 and above, which has been prioritized for review by the National Medical Products Administration [1] Group 1: Drug Development and Approval - The drug, known as Rumaine (generic name: Lenvatinib), has already been approved in China for two indications: treatment of LCH and adult patients with tissue tumors, and for symptomatic, inoperable plexiform neurofibromas in children and adolescents with Neurofibromatosis type I [1] - The drug is currently in Phase III clinical trials for treating adult Neurofibromatosis type I and low-grade gliomas in children, and in Phase II trials for treating extra-cranial arteriovenous malformations [1] - The drug has been included in the breakthrough therapy program by the National Medical Products Administration for treating inoperable or residual/recurrent plexiform neurofibromas in adult patients [1] Group 2: Financial Investment and Market Potential - As of October 2025, the cumulative R&D investment for this drug is approximately RMB 638 million (unaudited) [2] - According to IQVIA MIDAS data, the global sales of MEK1/2 selective inhibitors are projected to be around USD 2.068 billion in 2024 [2]

Core Viewpoint - Fosun Pharma's subsidiary has received acceptance for a drug registration application for the treatment of Langerhans cell histiocytosis (LCH) in children aged 2 and above, which has been included in the priority review process by the National Medical Products Administration (NMPA) [1] Group 1: Drug Development and Approval - The drug, Rumaine (generic name: Luwomeitini tablets), is already approved in China for two indications: treatment of LCH in adults and treatment of symptomatic, inoperable plexiform neurofibromas in children and adolescents with Neurofibromatosis Type 1 (NF1) [1] - The drug is currently in Phase III clinical trials for the treatment of adult NF1 and low-grade gliomas in children, and in Phase II clinical trials for the treatment of extra-cranial arteriovenous malformations [1] - The NMPA has included the drug for the treatment of inoperable or residual/recurrent NF1-related plexiform neurofibromas in adults in its breakthrough therapy program [1] Group 2: Financial Investment and Market Potential - As of October 2025, the cumulative R&D investment for the drug is approximately RMB 638 million (unaudited) [2] - According to IQVIA MIDAS™ data, the global sales for MEK1/2 selective inhibitors are projected to be approximately USD 2.068 billion in 2024 [2]

Core Insights - Fosun Pharma's subsidiary has received acceptance for a drug registration application for Luvofatin (复迈宁) to treat pediatric patients with Langerhans Cell Histiocytosis (LCH) aged 2 and above, which is now included in the priority review process by the National Medical Products Administration (NMPA) [1] - The drug is already approved in China for two indications: treating LCH in adults and symptomatic, inoperable plexiform neurofibromas in children and adolescents with Neurofibromatosis Type 1 (NF1) [1] - The drug is currently in Phase III clinical trials for treating adult NF1 and low-grade gliomas in children, and in Phase II trials for treating extra-cranial arteriovenous malformations [1] - The drug has been included in the breakthrough therapy program for adult patients with inoperable or residual/recurrent NF1-related plexiform neurofibromas by the NMPA [1] Financial Insights - As of October 2025, the cumulative R&D investment for the drug is approximately RMB 638 million (unaudited) [2] - According to IQVIA MIDAS data, the global sales for MEK1/2 selective inhibitors are projected to be around USD 2.068 billion in 2024 [2]

Core Viewpoint - Fosun Pharma's subsidiary has received acceptance for a drug registration application for Rumaine (generic name: Luwomeitini tablets) to treat children aged 2 and above with Langerhans cell histiocytosis (LCH), which is now included in the priority review process by the National Medical Products Administration (NMPA) [1] Group 1: Drug Development and Approval - The drug has already been approved in China for two indications: treatment of LCH and adult patients with tissue cell tumors, and treatment of symptomatic, inoperable plexiform neurofibromas (PN) in children and adolescents with Neurofibromatosis type 1 (NF1) [1] - The drug is currently in Phase III clinical trials for treating adult NF1 and low-grade gliomas in children, and in Phase II clinical trials for treating extra-cranial arteriovenous malformations [1] - The drug for treating inoperable or residual/recurrent NF1-related plexiform neurofibromas in adult patients has been included in the breakthrough therapy program by the NMPA [1] Group 2: Financial Investment and Market Potential - As of October 2025, the cumulative R&D investment for this drug is approximately RMB 638 million (unaudited) [2] - According to IQVIA MIDAS™ data, the global sales of MEK1/2 selective inhibitors are projected to be approximately USD 2.068 billion in 2024 [2]