Group 1 - Cambridge Technology plans to invest 400 million yuan to establish a fund focused on optical devices and chips, aiming to invest in early-stage and growth-stage companies in the hard technology sector [1] - Tunnel Corporation's consortium won a bid for a highway project in Henan with a total investment of 6.49 billion yuan, using a BOT model for a 33.25-year cooperation period [2] - Hongrun Construction won a bid for a project worth 230 million yuan, which represents 3.88% of the company's projected revenue for 2024 [3] Group 2 - Tongrentang's product, Canling Baizhu Powder, received product registration approval from Health Canada, aimed at treating symptoms related to spleen and stomach weakness [4] - Hunan Baiyin announced a scheduled annual maintenance from December 9, 2025, to January 5, 2026, for equipment and facilities [5] - Changchun Gaoxin's subsidiary had two drugs included in the national medical insurance catalog for 2025 [6] Group 3 - Dongfang Securities' chairman resigned due to work relocation [7] - Xuantai Pharmaceutical's product, Sitagliptin Metformin Sustained-Release Tablets, was renewed for inclusion in the national medical insurance catalog [8] - ST Weihai was pre-selected for a smart agriculture EPC project with a bid of 652 million yuan, accounting for 26.27% of the company's projected revenue for 2024 [9] Group 4 - Guoxin Technology successfully tested an anti-quantum password financial POS chip, supporting both traditional and quantum-resistant algorithms [10] - Huaren Health's subsidiary received acceptance for a drug registration application for Lactulose Oral Solution, a common laxative [11] - Ankai Bus reported a 57.71% year-on-year increase in sales for the first 11 months of the year [12] Group 5 - Zhongyan Dadi's subsidiary won a bid for a project worth 73.86 million yuan [13] - Zhejiang Rongtai plans to invest 77 million USD in a factory in Thailand, focusing on mica paper and robot components production [14] - Optoelectronics plans to use up to 450 million yuan of idle funds for cash management [15] Group 6 - Tianyu Biological reported a 45.15% year-on-year decline in sales revenue from pig sales in November [16] - Daqin Railway's cargo transport volume increased by 1.75% year-on-year in November [17] - Yabo Co. won a bid for a heavy truck charging station project worth 3.616 million yuan [18] Group 7 - Hongri Pharmaceutical's product continues to be included in the national medical insurance catalog [19] - Jinggong Steel Structure signed a contract for steel structure installation worth approximately 470 million yuan for an overseas project [20] - Xizang Pharmaceutical's product, Xinhuasuan, continues to be included in the national medical insurance catalog [21] Group 8 - Guangdong Electric Power A announced the successful commissioning of a 1000MW unit at the Maoming Boge Power Plant [22] - Fuan Pharmaceutical's product, Palivizumab Injection, was newly included in the national medical insurance catalog [23] - Lizhu Group reported that 194 products were included in the 2025 national medical insurance catalog [24] Group 9 - Haisan Pharmaceutical's injection of Lantanol was included in the national medical insurance catalog [25] - Zhongtong Bus reported a 39.53% year-on-year increase in sales volume in November [26] - Shaanxi Coal Industry reported a 6.03% year-on-year increase in coal production in November [27] Group 10 - Haooubo's subsidiary received a medical device registration certificate for an IgG4 testing kit [28] - Yaopi Glass plans to invest 690 million yuan in new automotive glass production lines [30] - Huadian International completed the issuance of 2 billion yuan in medium-term notes [31] Group 11 - Zhongzai Zihuan's subsidiary won a bid for a green recycling project worth 205 million yuan [32] - Dabeinong reported a 25.26% year-on-year decline in sales revenue from pig sales in November [33] - Xiangjia Co. reported a 3.77% year-on-year increase in live poultry sales revenue in November [34] Group 12 - Huanxu Electronics reported a consolidated revenue of 5.198 billion yuan in November, a decrease of 3.34% year-on-year [35] - Aonong Biological reported a 72.21% year-on-year increase in pig sales volume in November [36] - Samsung Medical's subsidiary was pre-selected for a procurement project worth approximately 108 million yuan [37]

公告显示，新活素为国家生物制品一类新药，适用于患有休息或轻微活动时呼吸困难的急性失代偿心力 衰竭患者的静脉治疗。作为治疗急性心衰的基因工程药物，能快速改善心衰患者的心衰症状和体征，提 高患者的生存质量，并降低患者的心衰住院治疗费用和缩短住院时间。 北京商报讯（记者 王寅浩 宋雨盈）12月8日，西藏药业发布公告称，公司全资子公司成都诺迪康生物制 药有限公司生产的注射用重组人脑利钠肽（商品名：新活素）持续被纳入医保目录，并被调整至常规目 录。 ...

证券代码：600211 证券简称：西藏药业 公告编号：2025-043 西藏诺迪康药业股份有限公司 关于公司产品新活素被继续纳入国家医保药品目录的公告 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法律责任。 2025 年 12 月 7 日，国家医保局、人力资源社会保障部发布了《国家基本医疗保险、 生育保险和工伤保险药品目录（2025 年）》，我公司全资子公司成都诺迪康生物制药有限 公司生产的注射用重组人脑利钠肽（商品名：新活素）持续被纳入医保目录，并被调整至 常规目录，具体情况如下： | 药品分类代码 | 药品分类 | 编号 | 药品名称 | 备注 | | --- | --- | --- | --- | --- | | XC01E | 其 他 心 脏 疾 | 368 | 注 射 用 重 组 | 限二级及以上医疗机构用于 | | | 病用药（乙） | | 人脑利钠肽 | 规范治疗效果不佳的急性失 | | | | | | 代偿性心力衰竭短期治疗。 | | | | | | 住院方可支付，单次支付不 | | | | | | 超过 3 天。 | ...

新活素系我公司自主研发的国家生物制品一类新药，作为治疗急性心衰的基因工程药物，能快速改善心 衰患者的心衰症状和体征，提高患者的生存质量，并降低患者的心衰住院治疗费用和缩短住院时间。同 时，该药品技术指标国际领先，对公司在基因工程药物领域研发、生产具有较强指导意义。 格隆汇12月8日丨西藏药业(600211.SH)公布，2025年12月7日，国家医保局、人力资源社会保障部发布 了《国家基本医疗保险、生育保险和工伤保险药品目录（2025年）》，我公司全资子公司成都诺迪康生 物制药有限公司生产的注射用重组人脑利钠肽（商品名：新活素）持续被纳入医保目录，并被调整至常 规目录。 ...

Investment Rating - The report maintains a "Recommended" investment rating for the pharmaceutical industry [1] Core Insights - The 2025 National Medical Insurance and Commercial Health Insurance Innovation Drug Catalogs were released, adding 114 new drugs to the national insurance list, with a success rate of 88%, significantly higher than the previous year's 76% [2] - The first three quarters of 2025 saw a notable recovery in domestic innovative drug financing, with 324 financing events totaling $5.51 billion, a 67.6% increase year-on-year [3] - The flu positivity rate has not peaked yet, with a significant increase in flu cases, indicating a growing market for flu medications [4] - The report highlights breakthroughs in dual-target and new-target opportunities in the autoimmune field, with several companies making significant advancements [5] - There is a focus on inhalation formulations in respiratory diseases, with new drugs showing promising results [6] - Progress in liver-targeted small nucleic acids is noted, with companies like Arrowhead Pharmaceuticals making strides in this area [7] Summary by Sections 1. National Medical Insurance and Commercial Insurance Innovation Drug Catalogs - The 2025 catalog added 114 new drugs, including 50 innovative drugs, with a success rate of 88% [2] 2. Financing Trends and CXO Order Changes - Innovative drug financing events increased by 5.2% year-on-year, with total financing amounting to $5.51 billion [3] 3. Flu Positivity Rates - The flu positivity rate reached 51.1%, indicating a rising demand for flu medications [4] 4. Autoimmune Field Developments - Significant partnerships and advancements in dual-target drugs for autoimmune diseases were reported [5] 5. Inhalation Formulations in Respiratory Diseases - New inhalation drugs are showing positive clinical results, indicating a shift in treatment approaches [6] 6. Progress in Liver-Targeted Small Nucleic Acids - Arrowhead Pharmaceuticals achieved a milestone payment for its innovative RNA therapy, expanding its research pipeline [7] 7. Stock Recommendations - The report recommends stocks in various sectors, including inhalation formulations, small nucleic acids, and innovative drugs, highlighting specific companies for investment [8]

证券简称：西藏药业 证券代码：600211 编号：2025-042 西藏诺迪康药业股份有限公司 关于 2025 年第三季度业绩说明会召开情况的公告 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法律责任。 本公司于 2025 年 12 月 3 日（星期三）15:00-16:00 在上海证券交易所上证路演中 心（网址：http://roadshow.sseinfo.com/），以网络文字互动方式召开了公司 2025 年 第三季度业绩说明会，现将召开情况公告如下： 一、业绩说明会召开情况 1、公司三季报业绩公布后，社保基金三季度清仓，公司股价全面下挫，是什么原因？ 公司拳头产品新活素在三季度销量为何同比减少？预计全年业绩会怎样？今年的政府补 贴还有吗？公司近期的两笔对外投资（江苏晨泰和锐正基因），预计何时会有成效，风险 防控方面有哪些措施？ 机构持仓变化是基于其自身投资决策等多重因素而进行的市场行为。公司股价小幅 下降，估计是受行业情况、市场波动等多重因素影响。 截止目前，公司基本面未发生较大变化，第三季度新活素销量减少主要受销售波动 影响 ...

Group 1 - Institutional reports today issued 21 buy ratings involving 20 stocks, with Huafeng Aluminum receiving the highest attention with 2 buy ratings [1] - Among the stocks rated, 10 provided future target prices, with 7 stocks showing an upside potential exceeding 20%. China Pacific Insurance has the highest upside potential at 36.86% with a target price of 47.97 yuan [1] - The average increase for stocks with buy ratings today was 0.59%, outperforming the Shanghai Composite Index, with notable gainers including Spring Autumn Electronics and Aladdin [1] Group 2 - The power equipment industry is the most favored, with stocks like Putailai and Zhenyu Technology making the buy rating list. The pharmaceutical and electronics sectors also received attention with 4 and 3 stocks respectively [2] - A detailed list of stocks with institutional buy ratings includes China Pacific Insurance, Huafeng Aluminum, and others, with various target prices and latest closing prices provided [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 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： ●会议召开时间：2025年12月3日15:00-16:00 ●会议召开方式：本次业绩说明会将采用网络方式举行 ●投资者可于2025年12月2日（星期二）前将相关问题通过电子邮件的形式发送至邮箱： chenxu@xzyy.cn，本公司将在2025年第三季度业绩说明会上对投资者普遍关注的问题进行回答。 本公司已于2025年10月31日在《中国证券报》《上海证券报》《证券时报》及上海证券交易所网站 （www.sse.com.cn）披露公司2025年第三季度报告，为便于广大投资者更全面深入了解公司2025年第三 季度的经营成果、财务状况，公司计划于2025年12月3日15:00-16:00召开2025年第三季度业绩说明会， 就投资者普遍关心的问题进行交流。 一、说明会类型 本次业绩说明会以网络方式召开，公司将针对2025年第三季度的经营成果及财务指标的具体情况与投资 者进行互动交流和沟通，在信息披露允许的范围内就投资者普遍 ...

积极布局创新药领域，打造第二成长曲线。公司在明确创新转型战略的基础上，通过研发投入、并购整 合丰富创新产品布局，2025 年8 月，公司公告，拟通过全资子公司对Accuredit Therapeutics Limited 进 行股权投资6000 万美元，持有其40.82%的股权。Accuredit TherapeuticsLimited 专注于开发基于LNP 和 其他非病毒载体的体内基因编辑技术和产品，核心资产和主要业务集中于其在国内通过 VIE 架构控制 的锐正基因（苏州），其主要在研产品为针对转甲状腺素蛋白淀粉样变性（ATTR）的产品 ART001， 于2024 年分别获批中国和美国 IND（新药临床研究审批），目前在中国正在开展 I/IIa 期临床试验。此 外，公司亦于2025 年 3 月，对晨泰医药进行股权投资，投资人民币 3 亿元，持有其 13.04%的股权，同 时获得其佐利替尼在中国大陆区域的独家总代理，有望助力实现公司高质量增长。 事件 公司发布2025 年三季报业绩，实现营收20.89 亿元（yoy-3.96%），实现归母净利润7.22 亿元（yoy- 8.85%）,实现扣非归母净利润6.68 ...

西藏诺迪康药业股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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法律责任。 重要内容提示： ●会议召开时间：2025 年 12 月 3 日 15:00-16:00 ●会议召开方式：本次业绩说明会将采用网络方式举行 ●投资者可于 2025 年 12 月 2 日（星期二）前将相关问题通过电子邮件的形式发送至邮 箱：chenxu@xzyy.cn，本公司将在 2025 年第三季度业绩说明会上对投资者普遍关注的问题进 行回答。 本公司已于 2025 年 10 月 31 日在《中国证券报》《上海证券报》《证券时报》及上海证券 交易所网站（www.sse.com.cn）披露公司 2025 年第三季度报告，为便于广大投资者更全面深 入了解公司 2025 年第三季度的经营成果、财务状况，公司计划于 2025 年 12 月 3 日 15:00-16:00 召开 2025 年第三季度业绩说明会，就投资者普遍关心的问题进行交流。 证券代码：600211 证券简称：西藏药业 公告编号：2025-041 四 ...