FOSUNPHARMA(02196)
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新版药品目录将于明日施行,新增“创新药”供给保障如何
Di Yi Cai Jing Zi Xun· 2025-12-31 09:21
新版国家医保药品目录、首版商保创新药目录将于2026年1月1日起执行。 复星医药相关负责人也告诉记者,此次公司的"芦沃美替尼片""盐酸替那帕诺片"这2款药物进入新版医 保目录。为了让患者尽早用上新增创新药,公司针对2款药物采取了不同的生产制造策略。 12月7日,《国家基本医疗保险、生育保险和工伤保险药品目录(2025年)》发布,新增114种药品(肿 瘤、心脑血管等为主),其中50种1类创新药,调整后目录内药品总数增至3253种;《商业健康保险创 新药品目录(2025年)》共纳入19种药品,其中5种为CAR-T药物。 "双目录"中各类新增创新药物的配备情况如何?还有哪些待完善?为此,第一财经采访了多家药企、药 店。 药企本土化生产 "此次我们有一款'替妥尤单抗n01注射液(商品名为信必敏)'进入新版国家医保药品目录。该药物也是 我国唯一经国家医保覆盖、能够逆转甲状腺突眼的无创靶向疗法,彻底解决甲状腺眼病患者对于靶向 化、无创化药物的所需。"信达生物制药集团副总裁李延寿表示。 该负责人进一步称,比如,为匹配医保落地后的市场需求,芦沃美替尼片在生产端采取了"原料储备、 弹性生产"的策略;短期委托CDMO(合同委托生 ...
复星医药(02196) - 截至2025年12月31日之股份发行人的证券变动月报表

2025-12-31 08:37
致:香港交易及結算所有限公司 FF301 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 公司名稱: 上海復星醫藥(集團)股份有限公司 ( 於中華人民共和國註冊成立的股份有限公司) 呈交日期: 2025年12月31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) | 02196 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 551,940,500 | RMB | | 1 RMB | | 551,940,500 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 551,940,500 | RMB | | 1 RMB | | 551,940,50 ...
郭广昌新年感言:登高望远,向阳而行
Xin Lang Cai Jing· 2025-12-31 04:45
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 来源:广昌看世界 亲爱的复星同学们、战友们: 岁末的钟声渐近,我刚结束欧洲出差的行程回到中国,虽然行程紧凑,但我还是挤出时间,忙里偷闲, 踏上了Club Med在阿尔卑斯山脉的雪道。山间雪景壮阔,暖阳洒在肩头,此景此情,我不禁回望复星 的2025年,好似又一场振奋人心的攀登之旅。今年的山路上有风有雨,都在考验我们。但我们心里认准 一句话,山再高,往上攀,总有登顶的一天。靠着这份信念,我们扎实地走在创新、全球化的路上,每 一步都踩得稳健。 Club Med地中海俱乐部·瓦勒迪泽尔度假村 要谢谢每一位同行的复星人,有你们在,复星攀登的路上从不孤单。 回想这一年,可以说是中国的生物医药全球化创新的爆发之年。我们的大健康产业在过去多年以来一直 坚持源头创新,所以在今年也收获了一些阶段性的成果:复迈宁正式临床使用,补上了国内肿瘤罕见病 治疗的空白;复妥宁开出首张处方,第二款CAR-T产品也进入审批;汉斯状胃癌围术期III期研究成功, 成为全球首个用免疫单药替代术后化疗的方案;我们的口服GLP-1药物授权辉瑞全球开发,说明我们生 物药的创新力已经得 ...
港股开盘:恒指跌0.21%、科指跌0.22%,科网股、光伏及生物医药股多数走低,汽车股延续涨势
Jin Rong Jie· 2025-12-31 01:28
Market Overview - The Hong Kong stock market opened slightly lower on December 31, with the Hang Seng Index down 0.21% at 25,801.49 points, the Hang Seng Tech Index down 0.22% at 5,566.24 points, and the National Enterprises Index down 0.23% at 8,970.49 points [1] - Major tech stocks mostly declined, with Alibaba down 0.55%, Tencent down 0.42%, and JD.com down 1.32%. Conversely, Xiaomi rose by 0.86% [1] Company News - Zijin Mining (02899.HK) expects to achieve a net profit of approximately RMB 51-52 billion for the fiscal year 2025, representing a year-on-year increase of about 59%-62% due to increased production and sales prices [2] - Starry Development (00640.HK) reported revenue of approximately HKD 835 million for the fiscal year ending September 30, 2025, a year-on-year increase of 13.4%, and a net profit of approximately HKD 122 million, up 21.7% [2] - Shanghai Electric (02727.HK) plans to sell a 47.4% stake in Electric Guoxuan and waive its preemptive rights to an additional 3.6% stake [3] - CNOOC Services (02883.HK) has recently purchased bank wealth management products totaling HKD 3 billion [4] Clinical Trials and Drug Approvals - Fosun Pharma (02196.HK) has initiated clinical trials for its integrated diagnosis and treatment nuclear medicine project SRT-007 within China [5] - Hutchison China MediTech (00013.HK) announced that its new drug application for Savolitinib, intended for treating gastric cancer patients with MET amplification, has been accepted and prioritized for review [5] Strategic Partnerships - Linkong Biotechnology Group (00690.HK) has established a strategic partnership with Wenzhou Medical University National Engineering Research Center and the Ouhai District People's Government [6] Financing Activities - Youlian International Education Leasing (01563.HK) has entered into a financing lease agreement for energy-saving equipment [7] Stock Buybacks - Tencent Holdings (00700.HK) repurchased 1.062 million shares for HKD 636 million at prices ranging from HKD 594.5 to HKD 600.5 [8] - COSCO Shipping Holdings (01919.HK) repurchased 4.3715 million shares for HKD 61.05 million at prices between HKD 13.86 and HKD 14.06 [9] - China Feihe (06186.HK) repurchased 8.837 million shares for HKD 36.34 million at prices between HKD 4.07 and HKD 4.12 [10] - Kuaishou-W (01024.HK) repurchased approximately 464,000 shares for HKD 29.88 million at prices between HKD 63.75 and HKD 64.75 [10] - Giant Bio (02367.HK) repurchased 400,000 shares for HKD 13.44 million at prices between HKD 33.48 and HKD 33.76 [11] Institutional Insights - Everbright Securities notes that the overall profitability of Hong Kong stocks remains strong, with relatively scarce assets in internet, new consumption, and innovative pharmaceuticals. Despite recent gains, valuations are still considered low, suggesting long-term investment potential [12] - Founder Securities highlights positive signals from government policies aimed at optimizing the "two new" policies, which may enhance the competitive environment in the automotive industry [12] - CITIC Securities anticipates a 7.9% increase in Hong Kong private residential transaction volumes in 2026, driven by a favorable interest rate environment and increased asset allocation demand [12]
上海复星医药(集团)股份有限公司关于控股子公司药品临床试验进展的公告
Shang Hai Zheng Quan Bao· 2025-12-30 19:51
二、在研药品的基本信息及研究情况 证券代码:600196 股票简称:复星医药 编号:临2025-206 上海复星医药(集团)股份有限公司 关于控股子公司药品临床试验进展的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 一、概况 近日,上海复星医药(集团)股份有限公司(以下简称"本公司")控股子公司成都星睿菁烜生物科技有 限公司就诊疗一体化核药项目SRT-007于中国境内(不包括港澳台地区,下同)启动Ⅰ期临床试验,适 应症为用于PSMA阳性的转移性去势抵抗性前列腺癌的诊断和治疗。 药品研发及至上市是一项长期工作,存在诸多不确定因素,敬请广大投资者注意投资风险。 特此公告。 上海复星医药(集团)股份有限公司 董事会 二零二五年十二月三十日 诊疗一体化核药项目SRT-007包括镓[68Ga]PSMA-0057(诊断)和镥[177Lu]PSMA-0057(治疗)两个注 射液;其中,镓[68Ga]PSMA-0057注射液为诊断用放射性药物、镥[177Lu]PSMA-0057注射液为治疗用 放射性药物。 截至2025年11月,本集团 ...
港股公告掘金 | 云顶新耀:原研产品耐赋康®的相关技术在中国受到专利ZL200980127272.5的保护,该专利目前处于有效状态
Zhi Tong Cai Jing· 2025-12-30 15:10
Major Events - Cloudtop New Horizon (01952) has its original product, Nanfukang®, protected by patent ZL200980127272.5 in China, which is currently valid [1] - Linkang Biotechnology Group (00690) has reached a strategic cooperation with Wenzhou Medical University National Engineering Research Center and the People's Government of Ouhai District, Wenzhou [1] - Auhua Pharmaceutical (00013) announced that the new drug application for Savolitinib for treating gastric cancer patients with MET amplification has been accepted and included in priority review in China [1] - Fosun Pharma (02196) has initiated Phase I clinical trials for its integrated diagnosis and treatment nuclear medicine project SRT-007 within China [1] - Postal Savings Bank of China (01658) has received approval from the National Financial Supervision Administration for the absorption and merger with Postal Huai Wanjia Bank [1] - MicroPort Cardiac Devices-B (02160) has officially published the one-year follow-up results of the early feasibility study for AltaValveTM [1] Operating Performance - New Fire Technology Holdings (01611) reported an annual loss attributable to shareholders of HKD 9.212 million, a shift from profit to loss year-on-year [1] - Xingqian Development (00640) reported an annual net profit of approximately HKD 122 million, an increase of 21.7% year-on-year [1] - Zijin Mining Group (02899) expects a net profit attributable to shareholders of approximately RMB 51-52 billion for the fiscal year 2025, representing a year-on-year increase of about 59%-62% [1] - Zijin Gold International (02259) issued a profit warning, expecting a net profit attributable to shareholders of approximately USD 1.5-1.6 billion for 2025, a year-on-year increase of about 212%-233% [1]
逾14亿元收购绿谷医药控股权 复星医药详解投资逻辑与财务考量
Xin Lang Cai Jing· 2025-12-30 12:08
智通财经12月30日讯(记者 武超)针对拟以逾14亿元收购绿谷医药控股权事项,复星医药 (600196.SH)今日举行对外投资事项说明会,对投资者关注的交易资金用途、标的资产核心产品风 险、公司自身财务安全,以及及后续整合计划等关键问题,进行了集中回应。 复星医药表示,本次交易拟以"老股转让+认购新增注册资本"结合的方式实现控股收购,总投资额14.12 亿元。其中,12.69亿元用于认购新增注册资本,认购款主要用于标的公司的相关临床研究和日常运 营;1.43亿元用于受让老股。这意味着,超过12亿元的新增投资将直接注入绿谷医药,支持其业务发 展。 这笔投资的核心指向,是绿谷医药旗下曾引起巨大关注的阿尔茨海默病治疗药物甘露特钠胶囊(商品 名:九期一)。然而,该产品的国际研发之路此前遭遇挫折。对于其国际Ⅲ期确证性临床试验于2022年 终止的原因,复星医药解释称,"受新冠疫情(包括对受试入组、药品物流、访视等影响)、资金、管 理等诸多因素影响。"公司进一步强调,"由于该双盲临床试验未完成,故未形成试验结果或总结性结 论。" 显然,复星医药此次收购意在重新推动该产品的国际试验。说明会上,公司方面介绍了后续的整合规 划, ...
复星医药(02196.HK)控股子公司成都星睿菁烜生物科技就诊疗一体化核药项目SRT-007启动Ⅰ期临床试验
Ge Long Hui· 2025-12-30 11:37
格隆汇12月30日丨复星医药(02196.HK)公告,近日,上海复星医药(集团)股份有限公司(以下简称"本公 司")控股子公司成都星睿菁烜生物科技有限公司就诊疗一体化核药项目SRT-007于中国境内(不包括港澳 台地区,下同)启动Ⅰ期临床试验,适应症为用于PSMA阳性的转移性去势抵抗性前列腺癌的诊断和治 疗。 截至本公告日期(即2025年12月30日),全球范围内已获批上市的同靶点放射性药物为NOVARTISAG的 Pluvicto。根据公开信息显示1,2024年Pluvicto全球的销售额为13.92亿美元。 诊疗一体化核药项目SRT-007包括镓[68Ga]PSMA-0057(诊断)和镥[177Lu]PSMA-0057(治疗)两个注射 液;其中,镓[68Ga]PSMA-0057注射液为诊断用放射性药物、镥[177Lu]PSMA-0057注射液为治疗用放 射性药物。截至2025年11月,本集团(即本公司及控股子公司/单位)现阶段针对SRT-007的累计研发投入 约为人民币3,219万元(未经审计;包含许可费)。 ...
复星医药控股子公司就诊疗一体化核药项目SRT-007 于中国境内启动Ⅰ期临床试验
Zhi Tong Cai Jing· 2025-12-30 11:37
复星医药(600196)(02196)公布,近日,公司控股子公司成都星睿菁烜生物科技有限公司就诊疗一体 化核药项目SRT-007于中国境内(不包括中国港澳台地区,下同)启动Ⅰ期临床试验,适应症为用于PSMA 阳性的转移性去势抵抗性前列腺癌的诊断和治疗。 ...
复星医药(02196)控股子公司就诊疗一体化核药项目SRT-007 于中国境内启动Ⅰ期临床试验
智通财经网· 2025-12-30 11:35
智通财经APP讯,复星医药(02196)公布,近日,公司控股子公司成都星睿菁烜生物科技有限公司就诊疗 一体化核药项目SRT-007 于中国境内(不包括中国港澳台地区,下同)启动Ⅰ期临床试验,适应症为用于 PSMA 阳性的转移性去势抵抗性前列腺癌的诊断和治疗。 ...