证券代码：600129 证券简称：太极集团 公告编号：2025-071 重庆太极实业（集团）股份有限公司 关于获得司美格鲁肽注射液药物临床试 验批准通知书的公告 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、准确性和完整性依 法承担法律责任。 近日，重庆太极实业（集团）股份有限公司（以下简称：公司） 全资子公司太极集团重庆涪陵制药厂有限公司（以下简称：涪陵制药 厂）收到国家药品监督管理局关于司美格鲁肽注射液的《药物临床试 验批准通知书》，现将相关情况公告如下： 一、药物基本情况 药品名称：司美格鲁肽注射液 剂型：注射剂 申请事项：境内生产药品注册临床试验 本次涪陵制药厂获批临床的适应症为适用于成人 2 型糖尿病患 者的血糖控制：在饮食控制和运动基础上，接受二甲双胍和/或磺脲 类药物治疗血糖仍控制不佳的成人 2 型糖尿病患者；适用于降低伴有 1 心血管疾病的 2 型糖尿病成人患者的主要心血管不良事件（心血管死 亡、非致死性心肌梗死或非致死性卒中）风险。 截至本公告日，经查询国家药品监督管理局数据库，国内仅有原 研企业诺和诺德（Novo Nordisk In ...

Core Viewpoint - Taiji Group's wholly-owned subsidiary, Taiji Group Chongqing Fuling Pharmaceutical Factory, has received approval from the National Medical Products Administration for the clinical trial of Semaglutide injection for type 2 diabetes, indicating progress in the company's drug development pipeline [1] Group 1 - The clinical trial application for Semaglutide injection was accepted on July 4, 2025, and meets the requirements for drug registration [1] - The company has invested approximately RMB 44.1834 million in the research and development of this project to date [1]

Core Viewpoint - Taiji Group's subsidiary, Fuling Pharmaceutical, has received approval from the National Medical Products Administration for clinical trials of Semaglutide injection, which is significant for treating type 2 diabetes and weight management [1] Group 1: Company Developments - Fuling Pharmaceutical has been granted a clinical trial approval for Semaglutide injection, a GLP-1 receptor agonist [1] - The approved indication is for blood sugar control in adult patients with type 2 diabetes who have inadequate control despite treatment with metformin and/or sulfonylureas [1] - The drug is also indicated for reducing the risk of major cardiovascular adverse events in adult patients with type 2 diabetes and cardiovascular disease [1]

Core Viewpoint - Taiji Group's subsidiary, Chongqing Fuling Pharmaceutical Factory, has received approval from the National Medical Products Administration for clinical trials of Semaglutide injection for type 2 diabetes treatment [1] Group 1: Clinical Trial Approval - The approved clinical trial is aimed at adult patients with type 2 diabetes for blood sugar control [1] - The indication is for adults whose blood sugar remains uncontrolled despite treatment with Metformin and/or Sulfonylureas [1] - The trial also targets reducing the risk of major cardiovascular adverse events in adults with type 2 diabetes and cardiovascular diseases [1]

每经AI快讯，9月9日，太极集团（600129）(600129.SH)公告称，全资子公司涪陵制药厂收到国家药品 监督管理局关于司美格鲁肽注射液的《药物临床试验批准通知书》，同意开展2型糖尿病适应症的临床 试验。司美格鲁肽注射液是一种长效人胰高血糖素样肽-1(GLP-1)受体激动剂，适用于成人2型糖尿病患 者的血糖控制以及降低伴有2心血管疾病的2型糖尿病成人患者的主要心血管不良事件风险。公司在该项 目累计研发投入约4418.34万元。 ...

9月9日，太极集团盘中下跌2.02%，截至13:32，报21.84元/股，成交1.96亿元，换手率1.60%，总市值 121.62亿元。 资金流向方面，主力资金净流出3238.84万元，特大单买入110.00万元，占比0.56%，卖出1546.41万元， 占比7.87%；大单买入3209.17万元，占比16.34%，卖出5011.60万元，占比25.51%。 太极集团今年以来股价跌11.65%，近5个交易日跌1.53%，近20日跌7.93%，近60日涨2.01%。 资料显示，重庆太极实业(集团)股份有限公司位于重庆市渝北区恒山东路18号，成立日期1979年11月26 日，上市日期1997年11月18日，公司主营业务涉及主要从事中成药、西药、保健品加工、销售,医疗器 械销售等业务。主营业务收入构成为：医药商业60.23%，医药工业52.62%，中药材资源8.87%，大健康 及国际1.69%，服务业及其他0.12%。 截至6月30日，太极集团股东户数5.41万，较上期减少8.15%；人均流通股10296股，较上期增加8.87%。 2025年1月-6月，太极集团实现营业收入56.58亿元，同比减少27.63%；归母 ...

Core Viewpoint - Taiji Group announced the lifting of the freeze on certain bank accounts of the company and its subsidiary, Southwest Pharmaceutical Co., Ltd., which had been frozen due to a drug sales contract dispute [1] Group 1: Financial Impact - The total amount frozen was 62,921,183.15 yuan, with 20 million yuan specifically related to the dispute with Hangzhou Yueming Pharmaceutical Technology Co., Ltd. [1] - The freezing of bank accounts did not have a significant impact on the company's main operations during the period [1] Group 2: Operational Implications - The restoration of the bank accounts to normal use is beneficial for the overall fund transfer and utilization of the company [1] - This development ensures the normal operation of the company's management activities [1]

Core Viewpoint - The recent suspension of procurement qualifications for 28 commonly used clinical drugs in Shanghai due to non-compliance with price adjustment requirements reflects a broader national initiative aimed at regulating drug prices and ensuring fairness across provinces [2][3][9]. Group 1: Price Adjustment and Impact - The suspended drugs include essential items such as Banlangen Granules and Chuanxinlian Tablets, with notable companies like Taiji Group and Tianjin Tongrentang affected [2][3]. - The price adjustment initiative is part of a national strategy to eliminate price discrepancies between provinces, ensuring local prices do not exceed national monitoring levels [2][8]. - Previous price adjustments in Inner Mongolia for Banlangen Granules have set a precedent, indicating a coordinated effort across regions to enforce price compliance [7][9]. Group 2: Market Dynamics and Responses - The price adjustment has led to a complex dynamic where companies are reluctant to forfeit profit margins while also needing to comply with regulatory demands [7][9]. - Despite the procurement suspensions, there are no immediate concerns about clinical supply shortages, as there are numerous production batches available for the affected drugs [8]. - The price governance has expanded to include unselected drugs in national procurement, indicating a shift in regulatory focus [8][9]. Group 3: Regulatory Developments - The National Medical Insurance Administration has implemented various measures to monitor and control drug prices, including the use of big data and online price comparisons [10][9]. - The ongoing centralized procurement efforts have led to significant price reductions and increased competition among pharmaceutical companies [10][9]. - The regulatory landscape is evolving towards a more coordinated approach, although challenges remain in balancing regional cost variations and supply impacts [10].

Core Viewpoint - The recent suspension of procurement qualifications for 28 commonly used clinical drugs in Shanghai highlights the ongoing price governance in the pharmaceutical industry, driven by national policies aimed at ensuring price fairness and transparency across regions [1][5]. Group 1: Announcement Details - Shanghai Sunshine Pharmaceutical Procurement Network issued three significant announcements, leading to the suspension of procurement qualifications for 28 drugs, including essential items like Banlangen Granules and Chuanxinlian Tablets [1][2]. - The affected companies, such as Taiji Group and Tianjin Tongrentang, have expressed willingness to cooperate with price adjustments but have not yet provided specific plans [1][5]. Group 2: Price Governance Context - The price governance in Shanghai is part of a broader national initiative to regulate drug prices, ensuring local prices do not exceed national monitoring levels, thereby reducing inter-provincial price disparities [1][5]. - Previous price adjustments in Inner Mongolia for Banlangen Granules have created a coordinated effect with Shanghai's recent actions, indicating a unified approach to price governance across regions [5][6]. Group 3: Market Reactions and Implications - The pharmaceutical industry exhibits a cautious stance towards price governance, with companies reluctant to forfeit profit margins while also avoiding direct confrontation with regulatory policies [5][8]. - The price of Banlangen Granules can vary significantly, with production costs around 0.8 yuan per bag, while patients may pay between 3 to 5 yuan due to markups from intermediaries [5][8]. Group 4: Regulatory Developments - The recent actions in Shanghai extend price governance to unselected varieties of drugs, marking a shift in regulatory focus [6][7]. - Various regions are exploring different price constraint mechanisms, with Shanghai implementing a tiered pricing approach, while other areas like Hebei and Guangdong have adopted different standards [7][9]. Group 5: Broader Industry Trends - The ongoing price governance reflects a nationwide effort to eliminate inflated prices and standardize market practices, with increased regulatory scrutiny on retail pharmacies and e-commerce platforms [8][9]. - The National Healthcare Security Administration has initiated actions to monitor drug prices across various sales channels, enhancing the effectiveness of price governance through innovative data monitoring techniques [9][10].

公司财务人员通过查询银行账户信息并与开户银行联系确认，截止披露日，除西南药业与杭州悦明 医药科技有限公司的药品销售合同纠纷一案冻结金额2,000万元外，西藏慧业医药科技有限公司与西南 药业销售合同纠纷一案冻结公司及西南药业的部分银行账户资金42,921,183.15元已全部解除冻结，银行 账户已恢复正常使用。 太极集团表示，本次银行账户资金被冻结期间未对公司主要经营产生重大影响，上述银行账户恢复 正常使用，有利于公司整体资金划转和使用，保障经营管理活动正常运行。 中国经济网北京9月5日讯 太极集团(600129.SH)昨晚发布关于公司及子公司部分银行账户解除冻结 的公告。 太极集团公告称，公司控股子公司西南药业股份有限公司（以下简称：西南药业）因药品销售合同 纠纷，公司及西南药业的部分银行账户被冻结62,921,183.15元。 （责任编辑：华青剑） ...