香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不 發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損 失承擔任何責任。 上 海 復 星 醫 藥（ 集 團 ）股 份 有 限 公 司 董事長 陳玉卿 中國，上海 2025 年7 月8 日 Shanghai Fosun Pharmaceutical (Group) Co., Ltd.* （於中華人民共和國註冊成立的股份有限公司） （股份代號：02196） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 茲載列上海復星醫藥（集團）股份有限公司（「本公司」）在上海證券交易所網站刊登的《關於 為控股子公司提供擔保的進展公告》，僅供參閱。 承董事會命 上海復星醫藥（集團）股份有限公司 於本公告日期，本公司之執行董事為陳玉卿先生、關曉暉女士、文德鏞先生及王可心先生；本公司之非執行 董事為陳啟宇先生、潘東輝先生及吳以芳先生；本公司之獨立非執行董事為余梓山先生、王全弟先生、Chen Penghui先生及楊玉成先生；以及本公司之職工董事為嚴佳女士。 * 僅 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不 發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損 失承擔任何責任。 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 茲載列上海復星醫藥（集團）股份有限公司（「本公司」）在上海證券交易所網站刊登的《關於 歸還用於暫時補充流動資金的募集資金的公告》，僅供參閱。 承董事會命 上海復星醫藥（集團）股份有限公司 上 海 復 星 醫 藥（ 集 團 ）股 份 有 限 公 司 Shanghai Fosun Pharmaceutical (Group) Co., Ltd.* （於中華人民共和國註冊成立的股份有限公司） （股份代號：02196） 董事長 上海复星医药（集团）股份有限公司 关于归还用于暂时补充流动资金的募集资金的公告 陳玉卿 中國，上海 2025 年7 月8 日 於本公告日期，本公司之執行董事為陳玉卿先生、關曉暉女士、文德鏞先生及王可心先生；本公司之非執行 董事為陳啟宇先生、潘東輝先生及吳以芳先生；本公司之獨立非執行董事為余梓山先生、王全 ...

证券代码：600196 证券简称：复星医药 公告编号：临 2025-114 上海复星医药（集团）股份有限公司 关于为控股子公司提供担保的进展公告 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。 担保对象及基本情况 | | 名称 | 复星医药产业 | | --- | --- | --- | | 被担保方 1 | 本次担保金额 截至 2025 年 7 月 7 日，包 | 人民币 50,000 万元 | | | 括本次担保在内，本集团 实际为其提供的担保余额 | 折合人民币约 964,103 万元 | | | 是否在前期预计额度内 | 是 □否 □不适用：_________ | | | 本次担保是否有反担保 | 被担保方 1 系担保方 1 之全资子公司， 不涉及反担保安排 | | 被担保方 2 | 名称 | 汉霖制药 | | | 本次担保金额 | 人民币 15,000 万元 | | | 截至 2025 年 7 月 7 日，包 括本次担保在内，本集团 实际为其提供的担保余额 | 人民币 126,550 万元 | | | 是否在前期预 ...

经 2024 年 7 月 9 日召开的上海复星医药（集团）股份有限公司（以下简称"本 公司"）第九届董事会第五十四次会议及第九届监事会 2024 年第六次会议审议通过， 同意本公司 2022 年非公开发行 A 股（以下简称"本次发行"）的募投项目实施主体 （包括本公司及负责本次发行募投项目实施的控股子公司，以下合称"募投实施主 体"）使用合计不超过人民币 41,000 万元的闲置募集资金暂时补充流动资金，使用 期限自董事会审议通过该事项之日（即 2024 年 7 月 9 日）起不超过 12 个月（以下 简称"暂时补流授权"）。 截至 2025 年 7 月 7 日，相关募投实施主体已将上述暂时补流授权项下用于暂时 补充流动资金的款项全部归还至相应的募集资金专项账户。本公司亦已将上述归还 情况通知本次发行的保荐机构中国国际金融股份有限公司及其保荐代表人。 特此公告。 上海复星医药（集团）股份有限公司 董事会 证券代码：600196 股票简称：复星医药 编号：临 2025-113 上海复星医药（集团）股份有限公司 关于归还用于暂时补充流动资金的募集资金的公告 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、 ...

Core Viewpoint - Fosun Pharma's self-developed drug, Luwo Meitini tablets, has been officially launched for clinical use, marking it as China's first and only targeted drug approved for both adult Langerhans cell histiocytosis (LCH) and neurofibromatosis type 1 (NF1) in children aged 2 and above, providing new treatment options for rare disease patients [1][2]. Group 1: Drug Approval and Clinical Use - Luwo Meitini tablets received approval from the National Medical Products Administration (NMPA) on May 29 and were put into clinical use in Beijing and other cities within a month, addressing the dual challenges of "no available drugs" and "difficult access to drugs" for rare disease patients [1]. - The drug is expected to significantly improve drug accessibility for patients suffering from rare diseases, filling a treatment gap in the domestic market [1]. Group 2: Impact on NF1 Patients - NF1 is a rare genetic disorder that can severely impact patients' quality of life, with surgical interventions often limited in effectiveness [2]. - Luwo Meitini tablets are the first targeted drug approved for NF1 in China, showing promising clinical data with good efficacy and controllable safety, offering new hope for patients who cannot undergo surgery or have unsatisfactory surgical outcomes [2][3]. Group 3: Clinical Data and Efficacy - Luwo Meitini is a novel small molecule targeted drug that inhibits MEK1/2 protein activity, blocking the abnormal activation of the MAPK signaling pathway, thus suppressing tumor cell proliferation and inducing apoptosis [3]. - Phase II clinical trials showed a median follow-up of 15.1 months, with an objective response rate (ORR) of 60.5% and a median time to response (TTR) of 4.7 months, indicating rapid efficacy and good tolerability [3]. Group 4: Broader Implications for Rare Tumors - The drug also addresses a significant unmet need in the treatment of adult LCH and other histiocytic tumors, with an ORR of 82.8% in a Phase II trial for 29 patients, and a median time to response of only 2.9 months [4]. - Future clinical trials are planned for additional conditions, including low-grade gliomas and pediatric LCH, indicating the potential for broader applications of Luwo Meitini [4].

Investment Rating - The report rates the China Healthcare industry as Attractive [4][47]. Core Insights - The NHSA and NHC have released measures to support the high-quality development of innovative drugs, including establishing a new drug list for commercial insurance and encouraging investment funds for innovative drug development [2]. - Sino Biopharma has received approval for anlotinib in combination with chemotherapy for the first-line treatment of advanced or metastatic soft tissue sarcoma, marking a significant milestone as the first combination therapy approved globally for this indication [2]. - Hengrui has gained approval for an additional indication for its JAK1 inhibitor, ivarmacitinib, now also indicated for severe alopecia areata [2]. Summary by Sections Regulatory Developments - New measures from NHSA and NHC include a drug list for commercial insurance that will not count towards DRG/DIP budgets and a commitment to ensure hospital access for newly listed drugs within three months [2]. Company Updates - Sino Biopharma has achieved multiple approvals, including for anlotinib and recombinant human coagulation factor VIIa N01, enhancing its product portfolio [2]. - Hengrui's ivarmacitinib has expanded its indications, showcasing the company's innovative capabilities in the biopharmaceutical sector [2]. Market Trends - The report highlights ongoing R&D progress among covered companies, indicating a robust pipeline and potential for future growth in the healthcare sector [10].

Core Insights - In 2024, despite ongoing pressure on performance, the top 100 pharmaceutical companies in China are increasing their innovation efforts, with an average R&D expenditure of 830 million yuan, a year-on-year increase of 6.3% [1][6] - The overall revenue of the top 100 companies has declined for three consecutive years, totaling 1,004.97 billion yuan in 2024, indicating challenges from market demand changes and policy adjustments [3][4] - The export value of the top 100 companies has rebounded significantly, with a year-on-year growth of 9.4%, contrasting with the overall industry pressure [4][5] R&D Investment - The average R&D expenditure of the top 100 companies reached a historical high of 830 million yuan in 2024, which is 3.2 times that of ten years ago [6] - 13 companies had an R&D intensity exceeding 15%, with 7 companies surpassing 20% [6] - The R&D investment intensity increased to 8.2%, reflecting a commitment to innovation even amid performance declines [6] Market Dynamics - The pharmaceutical industry is undergoing a structural adjustment from scale growth to quality and efficiency, influenced by localizing foreign companies, innovation transformations of domestic firms, and rapid development in biopharmaceuticals [1][3][10] - The concentration of the industry remains stable, with the top 100 companies accounting for 33.8% of the total revenue, a slight decrease of 1.1 percentage points from the previous year [3][4] Export Performance - The export delivery value of the top 100 companies showed a significant recovery, driven by global market demand, ongoing internationalization strategies, and an upgrade in product structure towards higher value [4][5] - In 2024, Chinese pharmaceutical companies completed over 90 overseas authorizations, with a total transaction value exceeding 50 billion USD [4][5] Innovation and Product Development - A total of 48 innovative drugs were approved in 2024, with 12 coming from the top 100 companies, including several breakthrough therapies [7][8] - The competitive landscape is shifting, with 42 companies achieving growth in both revenue and profit, while 31 companies experienced declines [8][9] Emerging Players - New entrants in the top 10 include Novo Nordisk (China), which entered the list for the first time, and Heng Rui Medicine, which returned with a strong proportion of innovative drug revenue [9][10] - These companies exemplify successful models of localization, innovation transformation, and rapid biopharmaceutical development [10]

Core Insights - The Chinese health technology market is attracting multinational giants due to its large scale and promising prospects, with Intuitive Surgical actively expanding its presence through a "local manufacturing + talent cultivation" dual-driven model [1][2] Company Overview - Intuitive Surgical established a joint venture with Fosun Pharma in 2017, named Intuitive Fosun, to penetrate the Chinese market [1] - The Intuitive Fosun Innovation Center, inaugurated in 2021 in Shanghai, is the first international standard surgical robot training base in China, enabling local doctors to receive training without going abroad [1] - The new headquarters in Shanghai, set to open in June 2024, will have an investment exceeding 700 million yuan and cover an area of over 45,000 square meters, serving as the largest integrated R&D, production, and training base for Intuitive Surgical in the Asia-Pacific region [1] Talent Development - The training capabilities of the Intuitive Fosun Innovation Center have been upgraded, with the Da Vinci training curriculum receiving accreditation from the Royal College of Surgeons (RCS) in 2022, making it the first surgical robot company in China to offer such internationally recognized courses [2] - The center has developed an immersive teaching system covering various surgical specialties, providing personalized courses from basic operations to complex surgeries, enhancing the professional skills of over 6,300 surgical healthcare professionals [2] - Intuitive Fosun collaborates with over 20 top-tier hospitals to establish "Da Vinci Surgical Robot Training Teaching Centers," creating a "medical-education integration" training system [2] Strategic Vision - The CEO of Intuitive Fosun, Dr. Liu Fu-jun, emphasized the importance of a collaborative innovation model involving hospitals, enterprises, and regulators to create a complete feedback loop from technical training to professional education and clinical application [2] - The company is entering a new phase of "local manufacturing" and "talent cultivation," aiming to accelerate the clinical transformation of cutting-edge technologies to benefit more local patients [2]

Group 1 - The Artemisinin concept index increased by 0.65%, ranking 10th among concept sectors, with four stocks rising, including Haizheng Pharmaceutical which hit the daily limit, and Zhejiang Medicine, Huaren Shuanghe, and Baiyunshan also showing gains of 0.79%, 0.69%, and 0.08% respectively [1] - The leading decliners in the sector included Rundu Co., New Harmony, and Kunming Pharmaceutical, which fell by 1.41%, 1.36%, and 1.17% respectively [1] - The net inflow of main funds into the Artemisinin concept sector was 95 million yuan, with Haizheng Pharmaceutical receiving the highest net inflow of 105 million yuan, followed by Zhejiang Medicine, New Harmony, and Baihua Pharmaceutical with net inflows of 25.71 million yuan, 9.91 million yuan, and 2.14 million yuan respectively [2][3] Group 2 - In terms of fund inflow ratios, Haizheng Pharmaceutical, Zhejiang Medicine, and Baihua Pharmaceutical had the highest net inflow rates of 9.03%, 5.48%, and 2.27% respectively [3] - The trading performance of key stocks in the Artemisinin concept included Haizheng Pharmaceutical with a daily increase of 10.02% and a turnover rate of 9.22%, while Zhejiang Medicine rose by 0.79% with a turnover rate of 3.19% [3][4] - Other stocks such as New Harmony and Baihua Pharmaceutical experienced declines of 1.36% and 0.41% respectively, with turnover rates of 1.04% and 3.34% [3][4]

Core Viewpoint - Siemens Healthineers has launched its first domestic high-end diagnostic device, the Atellica fully automated biochemical immunoassay analyzer, marking a significant step in local innovation and accessibility of high-end diagnostic products in China [1][3]. Group 1: Product Launch and Features - The Atellica fully automated biochemical immunoassay analyzer has officially commenced production at Siemens Healthineers' Shanghai R&D and manufacturing base, representing the first laboratory diagnostic instrument production line in the Asia-Pacific region [3]. - The device adheres to global quality standards and incorporates advanced technologies such as automatic quality control, visual recognition, magnetic track, and temperature and humidity control, enhancing both quality and efficiency [4]. - The analyzer occupies only 6 square meters, meeting the stringent space requirements of emergency laboratories, and provides rapid and efficient testing capabilities crucial for urgent clinical diagnostics [4]. Group 2: Workflow Optimization and Performance - At Peking Union Medical College Hospital, the implementation of the Atellica analyzer resulted in a 9% increase in workload while reducing the P95 turnaround time (TAT) from 96 minutes to 64 minutes, a decrease of 33% [5]. - Sichuan University West China Fourth Hospital reported that the automatic quality control feature reduced the manual steps required from 14 to just 1, while also decreasing the consumption of quality control materials by 20% [5]. Group 3: Clinical Applications and Regulatory Approval - The Atellica analyzer utilizes principles of photometry, potentiometry, and chemiluminescence for qualitative and quantitative detection of analytes in various human samples, including whole blood, serum, plasma, urine, cerebrospinal fluid, and amniotic fluid [8]. - The product received NMPA approval in April of this year, indicating its compliance with local regulatory standards and furthering Siemens Healthineers' "National Intelligence Innovation" strategy in China [8]. Group 4: Strategic Collaboration - Siemens Healthineers and Fosun Diagnostics have announced a strategic partnership to develop a series of localized biochemical reagent solutions based on the Atellica analyzer, covering areas such as liver function, kidney function, myocardial enzymes, and glucose metabolism [9][11]. - The collaboration aims to significantly reduce costs for end-users, shorten product delivery cycles, and enhance user experience while meeting clinical validation standards [11]. - Since 2019, Siemens Healthineers and Fosun Diagnostics have co-developed multiple domestic biochemical reagent solutions, with plans to deepen and expand their strategic cooperation to create more high-value products and services [13][15]. Group 5: Industry Impact - The partnership between Fosun Diagnostics and Siemens Healthineers is expected to promote the upgrade and development of China's in vitro diagnostic industry, enhancing the technical level and market competitiveness of domestic diagnostic products [17].