证券代码：600079 证券简称：人福医药 编号：临 2025-063 号 人福医药集团股份公司关于盐酸氢吗啡酮注射液 获得德国联邦药品和医疗器械管理局（BfArM）上市许可的公告 盐酸氢吗啡酮注射液用于需使用阿片类药物镇痛的患者。宜昌人福于2023年8月以 DCP（Decentralized Procedure）程序提交盐酸氢吗啡酮注射液上市许可申请并获得受理， 现获得德国联邦药品和医疗器械管理局（BfArM）的上市批准，有效期五年，本项目 累计研发投入约为1,200万元人民币。根据IQVIA数据统计，2024年盐酸氢吗啡酮注射 液在德国的销售额约为1,900万美元，主要厂商包括Ethypharm、Purdue Pharma等。 本次盐酸氢吗啡酮注射液获得德国BfArM的上市许可后，可在德国进行销售，将 给公司国际业务拓展带来积极影响。上述产品获得德国BfArM上市许可后的实际销售 情况容易受到当地政策法规、市场环境、汇率波动等因素影响，敬请广大投资者理性 投资，注意投资风险。 特 别 提 示 Hydromorphone Quintian 10mg/ml Injektions-/Infusionslösun ...

Group 1 - Dashi Intelligent signed a smart hospital project contract worth 58.12 million yuan with the First Affiliated Hospital of Bengbu Medical College and Bengbu Urban Construction Investment Development Co., Ltd. [1] - The project aims to create a comprehensive tumor specialty hospital integrating medical care, research, teaching, preventive health care, and rehabilitation, which is expected to positively impact the company's future performance [1] Group 2 - Huahong Company reported a net profit of 22.76 million yuan for Q1 2025, a year-on-year decrease of 89.73%, despite a revenue increase of 18.66% to 3.913 billion yuan [2] - The company specializes in the development and application of embedded/non-volatile memory, power devices, and other semiconductor technologies [2] Group 3 - Jindi Group announced a signed area of 214,000 square meters in April, a year-on-year decrease of 55.14%, with a signed amount of 2.78 billion yuan, down 55.45% [3] - The company focuses on real estate development and sales, commercial real estate, and property management [3] Group 4 - Jinlong Automobile reported a bus production of 4,361 units in April, a year-on-year decrease of 5.79%, with sales of 3,611 units, down 3.91% [4][5] - The company is engaged in the production and sales of bus products [5] Group 5 - Sanyou Medical established a joint venture with CGBio Co., Ltd. with a registered capital of 60 million yuan, focusing on innovative cell biological materials and regenerative medicine [6][7] - The company specializes in the research, production, and sales of orthopedic implant consumables [7] Group 6 - Jinzhi Technology won a bid for projects related to the State Grid with a total amount of 90.73 million yuan, accounting for 5.12% of the company's projected revenue for 2024 [9][10] - The company focuses on smart energy and smart city businesses [10] Group 7 - Pinggao Electric won multiple procurement projects from the State Grid, totaling approximately 1.751 billion yuan, which is 14.12% of the company's projected revenue for 2024 [10] - The company specializes in high-voltage switchgear and power engineering contracting [10] Group 8 - Luantang Pharmaceutical received approval for the raw material drug Celecoxib, which is a selective COX-2 inhibitor with fewer gastrointestinal side effects compared to traditional NSAIDs [11][12] - The company is involved in the research, production, and sales of pharmaceutical products [12] Group 9 - Dongjie Intelligent obtained seven patent certificates related to AGV and conveyor system technologies [13][14] - The company specializes in the research, design, manufacturing, installation, and debugging of intelligent logistics systems [14] Group 10 - XJH Holdings received a government subsidy of 8.69 million yuan, which accounts for 38.67% of the company's projected net profit for 2024 [15][16] - The company focuses on the recycling and dismantling of waste electrical products [16] Group 11 - Huaihua Pharmaceutical's subsidiary received approval for the clinical trial of HZ-J001 ointment for treating non-segmental vitiligo [17][19] - The company is engaged in the research, production, and sales of pharmaceutical products [19] Group 12 - ST Aonong reported a pig sales volume of 132,800 heads in April, a year-on-year decrease of 14.42%, while the stock of pigs increased by 15.06% [22][23] - The company is involved in feed, pig farming, food, and trade [23] Group 13 - Beibu Gulf Port reported a cargo throughput of 31.75 million tons in April, a year-on-year increase of 20.32% [24][25] - The company specializes in port loading, storage, and related services [25] Group 14 - Dongfang Iron Tower won a bid for State Grid projects totaling approximately 100 million yuan, which is 2.39% of the company's projected revenue for 2024 [26] - The company focuses on steel structures and related businesses [26] Group 15 - Huanxu Electronics reported a consolidated revenue of 4.641 billion yuan in April, a year-on-year increase of 0.72% [27] - The company provides design, manufacturing, and related services for brand customers [27] Group 16 - Jincheng Co. announced that part of its bank accounts has been frozen, involving approximately 32.97 million yuan due to contract disputes [28][29] - The company specializes in high-end intelligent equipment for photovoltaic and smart port sectors [29] Group 17 - NAIKE Equipment announced the departure of core technical personnel Wang Xiangguo [30][31] - The company focuses on semiconductor packaging equipment and related products [31] Group 18 - Jiaojian Co. won a construction project in Hefei with a bid amount of approximately 704 million yuan, covering residential buildings and related infrastructure [32][33] - The company specializes in infrastructure construction and related services [33] Group 19 - Hongyuan Green Energy plans to transfer a 27.07% stake in Inner Mongolia Xinyuan Silicon Material Technology Co., Ltd. for 1.245 billion yuan [34][35] - The company focuses on the research, production, and sales of aviation electromechanical products [35] Group 20 - Poly Development reported a signed amount of 24.622 billion yuan in April, a year-on-year decrease of 25.44% [46][48] - The company specializes in real estate development and sales [48]

关于血管紧张素Ⅱ注射液获得药物临床试验批准 通知书的公告 特 别 提 示 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。 人福医药集团股份公司（以下简称"公司"或"人福医药"）控股子公司宜昌人福 药业有限责任公司（以下简称"宜昌人福"，公司持有其80%的股权）近日收到国家药 品监督管理局核准签发的血管紧张素Ⅱ注射液《药物临床试验批准通知书》，现将相关 情况公告如下： 证券代码：600079 证券简称：人福医药 编号：临 2025-062 号 人福医药集团股份公司 五、申请人：宜昌人福药业有限责任公司 六、审查结论：根据《中华人民共和国药品管理法》及有关规定，经审查，2025年 02月10日受理的血管紧张素Ⅱ注射液临床试验申请符合药品注册的有关要求，同意本品 开展用于成人感染性休克或其他分布性休克患者的升压治疗的临床试验。 血管紧张素Ⅱ注射液的活性成分为血管紧张素Ⅱ，是肾素-血管紧张素-醛固酮系统 （RAAS）中一种天然产生的多肽激素，具有收缩血管、升高血压的作用。原研产品血 管紧张素Ⅱ注射液（商品名：Giapreza）的原研 ...

证券代码：600079 证券简称：人福医药 编号：临 2025-061 号 人福医药集团股份公司 关于 HZ-J001 乳膏进入 II 期临床试验研究的公告 特 别 提 示 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。 人福医药集团股份公司（以下简称"公司"或"人福医药"）全资子公司武汉人福 创新药物研发中心有限公司（以下简称"创新药研发中心"）的研发项目HZ-J001乳膏 于近日在国家药品监督管理局药物临床试验登记与信息公示平台公示了II期临床试验登 记信息，现将相关情况公告如下： 一、II期临床试验相关情况 试验登记号：CTR20251688 试验方案编号：RFTO-II-202412 试验专业题目：HZ-J001乳膏治疗非节段型白癜风患者的有效性和安全性的多中心、 随机、双盲、安慰剂对照II期临床试验。 试验通俗题目：HZ-J001乳膏在非节段性白癜风患者中的有效性及安全性。 二、HZ-J001乳膏主要情况介绍 HZ-J001乳膏首次临床试验的申请人为湖北人福成田药业有限公司（原为公司子公 司，以下简称"成田药业"） ...

Summary of Key Points Core Viewpoint - In the recent five trading days (April 24 to April 30), significant shareholders of 17 companies increased their holdings, totaling 55.21 million shares and an investment of 474 million yuan, while 49 companies saw a reduction in holdings amounting to 4.909 billion yuan [1]. Group 1: Shareholder Activity - A total of 17 companies experienced significant shareholder increases, with a cumulative increase of 55.21 million shares and an investment of 474 million yuan [1]. - Among the companies with notable increases, Debon Holdings led with an increase of 9.5563 million shares and an investment of 13.132 million yuan, followed by China Aluminum with 17.3 million shares and 11.1 million yuan [1][2]. - The majority of the increased holdings were concentrated in the transportation and non-ferrous metals sectors, with 4 and 2 companies respectively [1]. Group 2: Market Performance - The average performance of stocks with increased holdings saw a decline of 0.71% over the five days, underperforming the Shanghai Composite Index during the same period [1]. - Notable gainers included Tongkun Co., with a rise of 3.13%, and Kangxin Materials, which increased by 2.02% [1][2]. - Conversely, stocks like Beibu Gulf Port and Debon Holdings experienced significant declines of 6.73% and 5.82% respectively [1][2]. Group 3: Fund Flow - Among the stocks with increased holdings, 9 experienced net inflows of main funds, with Renfu Pharmaceutical seeing the highest net inflow of 5.8 million yuan [2]. - In contrast, Beibu Gulf Port and Qiyi Er experienced the largest net outflows, with 205 million yuan and 61 million yuan respectively [2].

Investment Rating - The investment rating for the company is "Buy" (maintained) [5] Core Views - Yichang Renfu shows steady growth, and the major shareholder's increase in holdings reflects confidence in long-term development [5] - The company reported a significant decline in profits for 2024, primarily due to credit impairment losses of 283 million and asset impairment losses of 394 million [7] - The company has set a revenue target of over 27 billion for 2025, with a product gross margin target of over 45% [7] - The R&D pipeline is continuously expanding, indicating potential for long-term growth [7] - The projected net profit for 2025-2027 is expected to be 2.38 billion, 2.61 billion, and 2.88 billion respectively, with corresponding growth rates of 78.91%, 9.84%, and 10.08% [7] Financial Summary - As of April 30, 2025, the closing price is 20.87 yuan, with a total market value of approximately 34.06 billion [3] - The company’s revenue for 2024 is reported at 25.44 billion, with a year-on-year growth of 3.71% [7] - The projected earnings per share (EPS) for 2025 is 1.46 yuan, with a price-to-earnings (P/E) ratio of 14.32 [6][8] - The company’s total assets are estimated at 36.51 billion for 2024, with total liabilities of 15.82 billion [8]

Core Viewpoint - The investment by China Merchants Group, amounting to 11.8 billion yuan, is expected to stabilize the performance of Renfu Pharmaceutical amid its restructuring process [1][5]. Group 1: Investment and Shareholding Changes - China Merchants Group plans to increase its stake in Renfu Pharmaceutical by 0.5% to 1% over the next six months, with an upper limit purchase price of 25.53 yuan per share [4]. - On April 30, China Merchants Science and Technology (招商生科) acquired 594,500 shares of Renfu Pharmaceutical, representing 0.04% of the total share capital, for 12.4253 million yuan at an average price of 20.90 yuan per share [4]. - Following the restructuring plan approval, China Merchants Group will potentially become the controlling shareholder of Renfu Pharmaceutical, taking over from the current major shareholder, Contemporary Technology [5]. Group 2: Financial Performance - In 2024, Renfu Pharmaceutical reported a revenue of 25.435 billion yuan, a year-on-year increase of 3.71%, while net profit decreased by 37.7% to 1.33 billion yuan due to rising sales and management expenses [6]. - The company has implemented a "core focus" strategy, divesting non-core assets and recording an asset impairment of approximately 394 million yuan, resulting in a reduction of the debt-to-asset ratio from 44.49% to 43.32% [6]. - Renfu Pharmaceutical's dividend payout for 2024 is set at 3.20 yuan per 10 shares, totaling 522 million yuan, which represents 57.69% of the net profit attributable to shareholders [7][8]. Group 3: Market Position and Future Outlook - Renfu Pharmaceutical has been recognized as a leading player in the pharmaceutical industry, consistently ranking in the top 100 of China's pharmaceutical industry for 15 years [7]. - The company has a strong pipeline with 565 drug production approvals and 301 products included in the national medical insurance directory as of 2024 [7]. - The first quarter of 2024 showed signs of recovery with a revenue of 6.137 billion yuan, a slight decline of 3.61%, but a net profit increase of 11.09% to 540 million yuan, indicating improved profitability [8].

登录新浪财经APP 搜索【信披】查看更多考评等级 关于重整计划执行期间控股股东所持 股份标记冻结情况的公告 特 别 提 示 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。 重要内容提示 ● 人福医药集团股份公司（以下简称"人福医药"或"公司"）控股股东武汉当代科技产业集团股份有限公 司（以下简称"当代科技"）持有的公司股份386,767,393股于2022年5月被湖北省宜昌市中级人民法院标 记及冻结至2025年5月9日止。公司近日收到控股股东当代科技及当代科技管理人的通知，获悉上述被标 记冻结的股份386,767,393股被湖北省武汉市中级人民法院（以下简称"武汉中院"）司法标记续冻，冻结 期限为2025年4月28日起至2028年4月27日。 ● 鉴于武汉中院已裁定批准当代科技重整计划，重整计划已进入执行期，为保障重整计划顺利执行，确 保武汉中院持续拥有对当代科技所持人福医药股份的司法处置权，经管理人申请，武汉中院办理了本次 股份司法标记续冻手续。本次继续冻结不会影响重整计划的正常推进，不会影响债权人、重整投资人等 相关方的权 ...

Investment Rating - The report indicates a cautious outlook for the pharmaceutical sector in 2024 and early 2025, with a strong focus on the innovative drug segment as a key investment opportunity [1][5]. Core Insights - The pharmaceutical sector is expected to face continued pressure on overall performance and profit margins due to factors such as healthcare payment environment, industry regulation, and changing consumer conditions in 2024 and Q1 2025 [1][18]. - Despite the challenges, there is optimism for a recovery in the pharmaceutical sector in the second half of 2025, driven by easing pressures from policies and fundamentals, leading to a potential turnaround in performance and stock prices [1][21]. - The innovative drug segment is highlighted as a primary focus for investment, with expectations for significant growth and valuation recovery for leading companies in this space [2][5]. Summary by Sections Pharmaceutical Sector Overview - The innovative drug segment is performing well, with leading companies like BeiGene and Hengrui Medicine showing strong revenue and business development (BD) income growth [2][22]. - The overall pharmaceutical sector is under pressure, with profit margins declining, except for the innovative drug segment which is experiencing independent growth [1][18]. Biopharmaceuticals - The biopharmaceutical sector is facing challenges, but there are opportunities for growth in specific areas such as long-acting interferons and insulin products, which are expected to see a turnaround [2][4]. Retail Pharmacy - The retail pharmacy sector is showing signs of marginal improvement, with expectations for a gradual return to normal growth in 2025 [2][4]. Medical Services and Aesthetic Medicine - The medical services and aesthetic medicine sectors are experiencing a mild recovery, with expectations for sustained performance in 2025 [3][4]. Traditional Chinese Medicine - The traditional Chinese medicine sector is expected to improve gradually throughout the year, following a challenging 2024 [4][12]. Medical Devices - The medical device sector is anticipated to recover gradually, with significant growth expected from overseas market expansion [4][12]. Investment Recommendations - The report emphasizes the importance of focusing on innovative drug opportunities throughout 2025, particularly in companies with strong international capabilities and those involved in business development [5][21].

Investment Rating - The report maintains a "Buy" rating for the company [1][8] Core Insights - The company's core business shows steady growth, with a strategic collaboration development journey beginning [1] - In 2024, the company achieved a revenue of 254.35 billion yuan, a year-on-year increase of 3.71%, while the net profit attributable to shareholders decreased by 37.70% to 13.30 billion yuan [4] - The first quarter of 2025 saw a revenue of 61.37 billion yuan, a year-on-year decline of 3.61%, but the net profit attributable to shareholders increased by 11.09% to 5.40 billion yuan [5] Financial Performance Summary - The company's subsidiaries continue to maintain robust growth, with Yichang Renfu achieving a revenue of 87.02 billion yuan in 2024, up 7.97% year-on-year, and a net profit of 21.63 billion yuan, up 11.55% [6] - The company is entering a new strategic collaboration with China Merchants Group, which will become the controlling shareholder [7] - Revenue projections for 2025-2027 are 270.16 billion yuan, 288.92 billion yuan, and 309.51 billion yuan, with corresponding net profits of 22.94 billion yuan, 25.14 billion yuan, and 27.59 billion yuan, indicating significant growth [8][10]