关于盐酸坦索罗辛原料药上市申请获得批准的公告 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个别及连带责任。 近日，上海医药集团股份有限公司（以下简称"上海医药"或"公司"）下 属上药康丽（常州）药业有限公司（以下简称"上药康丽"）收到国家药品监督 管理局（以下简称"国家药监局"）颁发的关于盐酸坦索罗辛原料药（以下简称 "该药物"）的《化学原料药上市申请批准通知书》（证书编号：2026YS00102）， 该药物获得批准生产。 一、该药物基本情况 名称：盐酸坦索罗辛 注册标准编号：YBY60932026 包装规格：1kg/桶，2kg/桶，5kg/桶，10kg/桶，20kg/桶，25kg/桶 申请事项：境内生产化学原料药上市申请 证券代码：601607 证券简称：上海医药 公告编号：临2026-015 上海医药集团股份有限公司 审批结论：根据《中华人民共和国药品管理法》及有关规定，经审查，本品 符合药品注册的有关要求，批准注册。 二、该药物相关的信息 盐酸坦索罗辛（Tamsulosin hydrochloride）是第三代超选择性长效α1 ...

上海医药集团股份有限公司 证券代码：601607 证券简称：上海医药 公告编号：临2026-013 附件：上海医药第八届董事会职工代表董事简历 赵勇先生，1972 年 6 月出生，复旦大学国际政治系法学硕士，长江商学院高级 工商管理研究生毕业。现为本公司党委副书记、副总裁，并在本公司附属公司兼 任董事等职务。曾任上海兰卫医学检验所股份有限公司副总裁、上海兰卫投资有 限公司副总裁，上海卫生计生委副主任，上海人口计生委副主任、纪委书记，上 海长宁区信息化委员会主任，上海长宁区仙霞新村街道党工委副书记、办事处主 任等职。 特此公告。 上海医药集团股份有限公司 董事会 二零二六年二月十二日 关于选举第八届董事会职工代表董事的公告 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个别及连带责任。 根据《中华人民共和国公司法》《公司章程》等有关规定，经 2026 年 2 月 11 日召开的第三届职工代表大会第二次联席会议审议通过，选举赵勇先生为上 海医药集团股份有限公司（下称"公司"）第八届董事会职工代表董事。赵勇先 生与经公司股东会选举产生的第八届 ...

格隆汇2月11日丨上海医药(601607.SH)公布，根据《中华人民共和国公司法》《公司章程》等有关规 定，经2026 年2月11 日召开的第三届职工代表大会第二次联席会议审议通过，选举赵勇先生为公司第八 届董事会职工代表董事。赵勇先生与经公司股东会选举产生的第八届董事会非职工代表董事共同组成公 司第八届董事会，任职期限为自公司职工代表大会选举之日起至第八届董事会任期届满之日止。 ...

Core Viewpoint - Shanghai Pharmaceuticals' subsidiary, Shanghai Kangli, has received approval from the National Medical Products Administration for the production of Tamsulosin Hydrochloride raw material, indicating a significant step in the company's product portfolio expansion [1] Group 1: Company Developments - Shanghai Kangli submitted a registration application for Tamsulosin Hydrochloride in July 2024, which has been accepted [1] - The company has invested approximately 1.5 million yuan in research and development for this product [1] Group 2: Market Context - The procurement amount for Tamsulosin Hydrochloride formulations in hospitals across mainland China is reported to be 413.8275 million yuan for 2024 [1] - The approval allows for domestic sales of the raw material, which may provide valuable experience for future applications, although it is not expected to significantly impact current performance [1]

Core Viewpoint - The first prescription of the innovative drug "Sitagliptin Malate Tablets" was issued in Shanghai, marking a significant milestone for Shanghai Pharmaceutical Group and the treatment of primary hypertension [1][3]. Group 1: Drug Overview - "Sitagliptin Malate Tablets" is a first-class innovative drug developed by Shanghai Pharmaceutical Group, representing a new generation of oral non-peptide renin inhibitors [1][6]. - The drug is primarily used for treating primary hypertension, which accounts for over 90% of hypertension cases, as opposed to secondary hypertension caused by identifiable diseases [3][4]. Group 2: Clinical Efficacy - Clinical evidence indicates that the drug can effectively reduce systolic blood pressure by 10-15 mmHg and diastolic blood pressure by 5-10 mmHg, with effects observable from the first day of use [3][4]. - The approval of the drug was based on a rigorously designed Phase III clinical trial led by Professor Ma Changsheng, involving nearly 40 top cardiovascular clinical centers across China [4]. Group 3: Strategic Initiatives - The Pudong New Area has implemented a "3F" strategy (First-in-Class, First-in-China, First-in-Human) to expedite the clinical application of innovative drugs, with the health commission prioritizing the inclusion of this drug in the recommended directory [6]. - The successful launch of this drug reinforces the confidence of Shanghai Pharmaceutical's R&D team in future innovative drug development, supported by ongoing optimization of the biopharmaceutical industry ecosystem in Pudong [6].

Core Viewpoint - Shanghai Pharmaceuticals Holding Co., Ltd. has been awarded the title of "Advanced Collective in Industrial Economic Operation" by the Shanghai Municipal Economic and Information Commission, marking its third consecutive year of receiving this honor, which highlights the company's leading role and continuous contribution to the city's industrial growth [1][5]. Group 1 - In 2025, Shanghai Pharmaceuticals is committed to implementing the decisions of the municipal government, taking on the responsibility of a "chain leader" enterprise, and promoting stable growth, innovation, and transformation in the pharmaceutical industry [1][5]. - The company has successfully launched a Class 1 new drug through independent research and development, enhancing its original innovation capabilities and contributing significantly to the stable operation of the city's industrial economy and the high-quality development of the biopharmaceutical industry [1][5]. - The Shanghai Municipal Science and Technology Commission has recognized Shanghai Pharmaceuticals and its seven subsidiaries for their outstanding contributions to the high-quality development of the biopharmaceutical industry [1][5]. Group 2 - The Shanghai Municipal Economic and Information Commission has acknowledged Shanghai Pharmaceuticals as a leading enterprise in the city's biopharmaceutical industry, emphasizing its significant achievements in production stability, structural optimization, and innovation-driven initiatives [3][8]. - The commission encourages the company to maintain its exemplary role in cost reduction, talent motivation, and high-end manufacturing to provide solid support for the city's industrial growth [3][8]. - The Shanghai Municipal Science and Technology Commission noted that the growth rate of Shanghai's biopharmaceutical industry in 2025 exceeded the national average, with Shanghai Pharmaceuticals playing a crucial role in this achievement [3][8]. Group 3 - The recognition received by Shanghai Pharmaceuticals serves as both affirmation and motivation, prompting the company to aim for the goal of becoming a world-class pharmaceutical industry group led by technological innovation [5][10]. - The company plans to leverage its integrated advantages in industry, commerce, research, and investment, deepen industry chain collaboration, and accelerate AI empowerment and digital transformation [5][10]. - Shanghai Pharmaceuticals is committed to fulfilling its mission as a state-owned leading enterprise and contributing to the establishment of a world-class biopharmaceutical industry cluster in Shanghai [5][10].

2月5日，军队采购网发布公告，上药医疗供应链管理（上海）有限公司在军队采购活动中，存在围标串标等违规行为。海后采购和资产管理局根 据军队供应商管理相关规定，3年禁止全军物资工程服务采购活动的处罚。 | | AR DE | 输入查询内容 搜索 规师 滑TE | | --- | --- | --- | | | | 严谨 专业 担当 | | 首页 综合动态 | 采购大厅 服务大厅 政策法规 | 监督管理 培训考核 | | 关于对上药医疗供应链管 司山 | | | | 2026-02-05 22:34:49 | | | | | 关于对上药医疗供应链管理(上海)有限公司失信处理公告概要 | | | 处理编号:SX2026129226 | 【发布时间: 2026-02-05 22:34:49】 【字号 大 中 小】 【关闭】 【显示公告内容概要】 | | | 违规处理状态: 处罚期限内 处理已被更正 | 已过处理期限 诚信保证金: 已缴纳 | 无需缴纳 未缴纳-不允许参加军队采购活动 | | 被处理供应商信息 | | | | 供应商名称: 上药医疗供应链管理(上海)有限公司 | | | | 统一社会信用代码： 91310 ...

导读 本周， 江苏、湖北、北京 等 地均有母基金宣布落地或出资，母基金重点布局人工智能、先进制造 、生物医药等领域。 值得关注的是，规模达671亿元的江苏省战新母基金第四批产业专项基金正式启动。 基金设立层面，广东、陕西、湖北等地均有基金宣布设立或落 地，基金主要聚焦人工智能、半导体 、新材料等领域 。其中，上海嘉定8亿元未来产 业 基金布局未来前沿领域，湖北10亿元联投数产基金聚焦数字经济方向，湖北咸宁5亿元产业发展基金锚定生物医药赛道。 值得关注的是，本周各地基金出资节奏密集，广东、福建、四川等地集中推进母基金GP遴选工作。 其中，粤港澳基金在国家创新创业基金体系中率 先完成出资，成为本轮布局中的标志性动作。 671亿元！江苏省战新母基金第四批产业专项基金启动 江苏省战 略性新兴产业母基金（以下简称"省战新母基金"）出资组建的第四批产业专项基金组建方案近日通过公司董事会决策，正式启动。据悉， 本批基金共4只、规模671亿元。 第一，国家级基金合作基金1只，规模551亿元 长三角创业投资引导基金，初始规模551亿元。该基金是国家创业投资引导基金首批设立的3只区域基金之一，也是其在长三角区域布局的关键落 子。 ...

Investment Rating - The report provides an "Outperform" rating for multiple companies in the healthcare sector, including BeiGene, JD Health, WuXi Biologics, and others, indicating a positive outlook for these stocks [1]. Core Insights - The macro and industry environment is improving due to the resolution of policy uncertainties, the release of significant clinical data, and a resurgence in global M&A activity, leading to a notable increase in investor sentiment towards innovative drugs for 2026 [4][11]. - In oncology, the PD-1/VEGF dual antibody approach is transitioning from "mechanism validation" to "clinical and industrial resonance," with multiple global Phase III trials underway, expected to catalyze approvals and data releases within the year [5][17]. - The metabolic sector is seeing growth in the cash-pay market for GLP-1 drugs, driven by limited insurance coverage and high out-of-pocket costs, prompting companies to enhance accessibility through direct sales and pricing adjustments [6][25]. - In the autoimmune space, there is a growing concentration risk among major products from multinational corporations (MNCs), with new antibody platforms expected to yield significant data in 2026, potentially leading to new business development opportunities [7]. - The central nervous system (CNS) investment focus remains on advancing Aβ monoclonal antibody treatments, with key data expected to open up early intervention market opportunities [9]. Summary by Sections Oncology - The PD-1/VEGF dual antibody's clinical and industrial certainty is strengthening, with major companies conducting multiple global Phase III trials across high-value indications [17]. - The Pan-RAS precision therapy is entering a realization phase, with key Phase III data expected in 2026 for pancreatic cancer and NSCLC [22]. Metabolic - The cash-pay market for GLP-1 drugs is expanding due to limited insurance coverage, with companies like Eli Lilly and Novo Nordisk adopting different direct-to-consumer strategies to enhance accessibility [25][26]. - Small nucleic acid therapies are expected to upgrade treatment paradigms, showing competitive data in weight loss and safety profiles when combined with GLP-1 [30]. Autoimmune - MNCs are increasingly reliant on a few blockbuster products, with structural opportunities arising from new antibody platforms expected to report data in 2026 [7]. - The trend towards oral formulations in autoimmune diseases is gaining traction, offering advantages in adherence and competitive differentiation [7]. CNS - The focus in CNS remains on Aβ monoclonal antibody treatments, with advancements expected to shift treatment towards earlier intervention populations [9]. - New delivery methods, such as systemic administration of small nucleic acids, are being explored as complementary approaches [9].

荐读： 2025募资市场年度观察：一年聊过239家LP的真实感受 2月4日，上海医药集团股份有限公司（以下简称"公司"、"本公司"或"上海医药" ）发布公告， 公司拟通过产权交易所以公开挂牌方式转让所持参股子公司中美上海施贵宝制药有限公司（以下简 称"中美施贵宝"或 "标的公司" ）30%股权，挂牌转让价格（下称"挂牌底价" ）不低于人民币 10.23亿元。 公告指出，百时美施贵宝（中国）投资有限公司拟对外出售其持有的中美施贵宝60%股权，经多 轮竞标与谈判，潜在收购方于2025年6月提交确认性报价，拟以4.8亿美元的等值人民币收购中美 施贵宝的100%股权。其中，上海医药持有30%股权对应价格1.44亿美元。以评估基准日（2025 年9月 30日）中国人民银行发布的人民币对美元汇率中间价7.1055为准，拟定挂牌底价为人民币 102,319.2 万元（需完成相关国有评估管理程序） 此次挂牌底价系参照潜在收购方拟收购中美施贵宝 100%股权的市场化报价，按持股比例折算确 定，高于交易标的的评估值，且最终转让价格以公开挂牌成交结果为准。 来源：上海医药股份有限公司 每日｜荐读 热文： 谁押中了沐曦股份？ 荐读： ...