Core Insights - The Ministry of Industry and Information Technology has announced the preliminary list of key pilot platforms for nurturing, with six platforms from the Optics Valley included, covering pharmaceuticals, industrial mother machines, integrated circuits, and common needs, accounting for over 60% of the total selected in the province [1][3]. Group 1: Pilot Platforms Overview - The first batch of key pilot platforms includes 242 platforms nationwide, spanning six critical manufacturing sectors essential for high-quality development [3]. - The Jiufeng Mountain Laboratory compound semiconductor pilot platform is equipped with over 500 advanced process and testing devices, focusing on optical, next-generation communication, and power electronics applications, attracting over 500 enterprises and research institutions for collaboration [3][5]. Group 2: Investment and Services - The National Digital Design and Manufacturing Innovation Center's pilot platform has a total investment of approximately 500 million yuan, with 298 sets of pilot equipment, serving nearly 200 clients with contracts exceeding 500 million yuan [5]. - The Dingkang Biological recombinant protein drug pilot platform has provided production services for over 50 products from more than 40 clients, with samples undergoing clinical trials in over 30 countries and regions [5]. Group 3: Importance of Pilot Platforms - The success of pilot testing is crucial for the industrialization of technological achievements, with a success rate of 80% for those that undergo pilot testing compared to only 30% for those that do not [5]. - The number of pilot platforms reflects the local industry's ability to transform technology, indicating the overall development level of the local industry [5][8]. Group 4: Future Development - The Optics Valley has established 61 city-level registered technology achievement transformation pilot platforms, accounting for nearly 30% of the total, primarily in core industries such as new-generation information technology, life health, and high-end equipment [8]. - The East Lake High-tech Zone plans to enhance the pilot platform system, strengthen platform capabilities, and accelerate the integration of technological and industrial innovation for high-quality development [8].

Market Overview - The Shanghai Composite Index closed at 3348.37 points, above the annual line, with a decline of 0.94% [1] - The total trading volume of A-shares reached 1,182.564 billion yuan [1] Stocks Breaking Annual Line - A total of 31 A-shares have surpassed the annual line today, with notable stocks including: - Pruis (4.48% deviation) - Yingjie Electric (3.80% deviation) - Boying Special Welding (3.01% deviation) [1] - Stocks with smaller deviations just above the annual line include: - Shuangjian Co., Ltd. - Rhine Biology - Bull Group [1] Top Performers - The top three stocks with the highest deviation rates from the annual line are: 1. Pruis: 5.17% increase, 8.64% turnover rate, latest price 30.12 yuan 2. Yingjie Electric: 5.80% increase, 8.35% turnover rate, latest price 48.50 yuan 3. Boying Special Welding: 3.28% increase, 6.03% turnover rate, latest price 22.70 yuan [1] Additional Notable Stocks - Other notable stocks with significant performance include: - Fosa Technology: 3.03% increase, 8.32% turnover rate, latest price 32.31 yuan - Shandong Haihua: 5.57% increase, 6.80% turnover rate, latest price 5.88 yuan - Renfu Pharmaceutical: 3.06% increase, 2.53% turnover rate, latest price 20.88 yuan [1]

Market Overview - As of 13:59 today, the Shanghai Composite Index is at 3372.33 points, with a slight decline of -0.23% [1] - The total trading volume of A-shares today is 838.849 billion yuan [1] Stocks Breaking Annual Line - A total of 68 A-shares have surpassed their annual line today, with notable stocks including: - Puris (乖离率 6.48%) - Aisen Co., Ltd. (乖离率 5.81%) - Fosa Technology (乖离率 4.02%) [1] Stocks with Significant Deviation - The stocks with the largest deviation from the annual line include: - Puris: Today's price increased by 7.19% to 30.70 yuan - Aisen Co., Ltd.: Today's price increased by 7.47% to 42.00 yuan - Fosa Technology: Today's price increased by 4.30% to 32.71 yuan [1] Additional Stocks with Positive Performance - Other stocks showing positive performance and their respective deviations include: - Yao Stone Technology: 3.77% increase, 3.51% deviation - Fuling Power: 6.24% increase, 3.42% deviation - Yingjie Electric: 5.37% increase, 3.38% deviation [1] Summary of Stocks with Minor Deviations - Stocks with minor deviations from the annual line include: - Huayang Intelligent: 4.58% increase, 2.48% deviation - Boying Special Welding: 2.32% increase, 2.06% deviation - Stone Technology: 2.02% increase, 1.96% deviation [1]

证券代码：600079 证券简称：人福医药 编号：临 2025-066 号 人福医药集团股份公司 关于甲泼尼龙片获得药品注册证书的公告 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。 五、注册分类：化学药品4类 六、申请事项：药品注册（境内生产） 七、药品批准文号：国药准字H20254178 八、药品批准文号有效期：至2030年05月12日 九、上市许可持有人：武汉九珑人福药业有限责任公司 十、药品生产企业：武汉九珑人福药业有限责任公司 人福医药集团股份公司（以下简称"公司"）控股子公司武汉九珑人福药业有限责 任公司（以下简称"九珑人福"，公司控股子公司湖北葛店人福药业有限责任公司持有 其100%的股权）近日收到国家药品监督管理局核准签发的甲泼尼龙片的《药品注册证 书》。现将批件主要内容公告如下： 一、药品名称：甲泼尼龙片 二、证书编号：2025S01369 三、剂型：片剂 四、规格：4mg 十一、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，发给药品注 ...

证券代码：600079 证券简称：人福医药 编号：临 2025-065 号 人福医药集团股份公司 四、规格：重酒石酸氢可酮5mg与布洛芬200mg、重酒石酸氢可酮7.5mg与布洛芬 200mg 五、注册分类：化学药品3类 关于氢可酮布洛芬片获得药品注册证书的公告 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"）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 局核准签发的氢可酮布洛芬片的《药品注册证书》。现将批件主要内容公告如下： 一、药品名称：氢可酮布洛芬片 六、申请事项：药品注册（境内生产） 七、药品批准文号：国药准字H20254118、国药准字H20254119 八、药品批准文号有效期：至2030年05月12日 九、上市许可持有人：宜昌人福药业有限责任公司 十、药品生产企业：宜昌人福药业有限责任公司 十一、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 ...

Core Viewpoint - The approval of Methylprednisolone tablets by the National Medical Products Administration marks a significant milestone for the company, allowing it to sell the product in the Chinese market and enhancing its product portfolio [1] Group 1: Product Approval - The company's subsidiary, Jiulong Renfu, has received the drug registration certificate for Methylprednisolone tablets [1] - The product is indicated for the treatment of various diseases, including rheumatic diseases, collagen diseases, and skin diseases [1] Group 2: Financial and Market Impact - The company submitted the marketing authorization application in July 2024, which has been accepted [1] - Cumulative R&D investment for this project has reached approximately 12 million yuan [1] - According to data from Minet, the estimated national sales for Methylprednisolone tablets in 2024 is around 200 million yuan [1] Group 3: Strategic Implications - The approval signifies the company's capability to market the drug in China, thereby enriching its product line [1]

Core Viewpoint - The company Yichang Renfu Pharmaceutical Co., a subsidiary of Renfu Pharmaceutical (600079), has received approval from the National Medical Products Administration for the registration of Hydrocodone Ibuprofen Tablets, marking it as the first product of its kind approved for domestic market use [1] Group 1: Product Approval - The Hydrocodone Ibuprofen Tablets are indicated for the relief of acute pain and should be used when alternative treatments (such as non-opioid medications) are intolerable or insufficient [1] - The product has not yet been launched in the domestic market, making it a pioneering approval in China [1] Group 2: Development Timeline and Investment - Yichang Renfu submitted the application for the marketing authorization of Hydrocodone Ibuprofen Tablets to the National Medical Products Administration in November 2022, which was accepted [1] - The total research and development investment for this project has reached approximately 20 million RMB [1]

Core Viewpoint - Multiple listed companies in the optical valley, including YF Communication, Renfu Pharmaceutical, Changfei Fiber, Huagong Technology, and Dameng Data, have reported steady growth in their 2024 annual reports and 2025 Q1 reports, driven by technological innovation and expansion into emerging businesses [1]. YF Communication - In 2024, YF Communication achieved revenue of 28.549 billion yuan, a year-on-year increase of 39.05%, with a net profit growth of 74.06% in Q4 [2]. - The company’s optical communication and computing businesses performed exceptionally well, with the FTTR project seeing an 800% increase in contract scale and computing business revenue nearing 6 billion yuan, reflecting a compound annual growth rate of over 100% over two years [4]. - In Q1 2025, the net profit attributable to shareholders grew by 33.08%, with plans to explore new application areas such as computing and marine networks [4]. Renfu Pharmaceutical - In 2024, Renfu Pharmaceutical reported revenue of 25.435 billion yuan and a net profit of 1.33 billion yuan, maintaining steady growth [5]. - The company invested over 1.471 billion yuan in R&D, accelerating the development of innovative drug projects and obtaining approvals for nearly 20 new products [7]. - In Q1 2025, the net profit increased by 11.09%, indicating a recovery in profitability [7]. Changfei Fiber - In 2024, Changfei Fiber recorded revenue of 12.197 billion yuan and a net profit of 676 million yuan, with optical communication-related revenue reaching 11.917 billion yuan and a gross margin of 27.78% [8]. - The company achieved significant advancements in 800G ultra-high-speed optical transmission and developed a disruptive air-core fiber technology, improving signal transmission speed by approximately 47% [10]. - In Q1 2025, the net profit attributable to shareholders surged by 161.91% [10]. Huagong Technology - In 2024, Huagong Technology's revenue was 11.709 billion yuan, with a net profit of 1.221 billion yuan, reflecting year-on-year growth of 13.57% and 21.17% respectively [12]. - The company has seen rapid penetration in the photovoltaic energy storage and power battery application sectors, with significant growth in orders from the shipbuilding industry [12]. - In Q1 2025, Huagong Technology continued its growth trend, with revenue of 3.355 billion yuan, up 52.28%, and a net profit of 410 million yuan, up 40.88% [14]. Dameng Data - In 2024, Dameng Data achieved revenue of 1.044 billion yuan, a year-on-year increase of 31.49%, with a net profit growth of 22.22% [15]. - The company reported a record high gross margin of 99.69% on software product licensing revenue of 894 million yuan [15]. - In Q1 2025, Dameng Data's revenue grew by 55.61%, with a non-net profit increase of 87.92% [17].

Investment Rating - The report maintains a "Strong Buy" rating for the pharmaceutical sector, indicating a positive outlook for investment opportunities in this industry [2]. Core Insights - The pharmaceutical sector has shown resilience with a weekly increase of 1.27%, outperforming the CSI 300 index by 0.16 percentage points, ranking 11th among 31 sectors [7][26]. - The report highlights the potential recovery of the industry due to favorable policies and the gradual rebound of the hospital market, which was previously impacted by anti-corruption measures and centralized procurement [4][26]. - The focus on innovative therapies is expected to drive significant growth, with an emphasis on domestic BIC/FIC innovative drugs showing steady improvement in both quantity and quality [4][26]. Summary by Sections 1. Pharmaceutical Sector Performance - The pharmaceutical sector's weekly performance was +1.27%, with sub-sectors such as Traditional Chinese Medicine II (+1.73%), Medical Services (+1.45%), and Chemical Pharmaceuticals (+1.44%) showing notable gains [7][26]. 2. Key Company Ratings - Companies such as Aosaikang (002755.SZ) and Cloudtop New Medicine (01952.HK) received "Buy" ratings, while Renfu Pharmaceutical (600079.SH) and Dize Pharmaceutical (688192.SH) were rated as "Hold" [1][4]. 3. Notable Industry News - BeiGene initiated a head-to-head Phase III clinical trial for BGB-16673, a targeted BTK PROTAC drug, which has shown promising results in earlier trials [26][27]. - AbbVie received FDA approval for its c-Met targeted ADC drug, marking a significant milestone in the ADC product line [29][30]. 4. Investment Recommendations - The report recommends focusing on high-quality targets within the formulation sector, particularly companies with efficient management and strong product pipelines, such as Aosaikang and Dize Pharmaceutical [4][26].

证券代码：600079 证券简称：人福医药 公告编号：临 2025-064 号 （网址：https://roadshow.sseinfo.com/） ● 会议召开方式：上证路演中心视频和网络文字互动 ● 投资者可于 2025 年 5 月 20 日（星期二）至 5 月 27 日（星期二）16:00 前登录上 证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 renfu.pr@renfu.com.cn 进 行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 人福医药集团股份公司（以下简称"公司"）已于 2025 年 4 月 29 日发布公司《2024 年年度报告》《2025 年第一季度报告》，为便于广大投资者更全面深入地了解公司 2024 年度及 2025 年第一季度的经营成果、财务状况等情况，公司计划于 2025 年 5 月 28 日 （星期三）下午 15:00-16:00 举行 2024 年度暨 2025 年第一季度业绩说明会，就投资者 关心的问题进行交流。 一、说明会类型 本次业绩说明会以视频结合网络文字互动的方式召开，公司将针对 2024 年度及 2025 年一季度的经营成果、财务指标等具体情 ...