转自：新华财经 12月4日至5日，以"智聚八桂 医路同行"为主题的"2025金融赋能医疗健康产业（广西）创新会议"在广西南宁成功举办。知名医药院校专家、医疗健康产业 龙头企业、金融投资机构及东盟代表，共同探讨在科技创新与制度变革双轮驱动下，如何构建"科技创新+资本赋能+产业落地"的闭环生态，助力广西打造 面向东盟的医疗健康产业高地。 这一活动由中共广西壮族自治区党委金融委员会办公室指导，国海证券、中恒集团、国海创新资本主办，广西（上海）产业合作中心协办，融中承办。 自治区党委金融办资本市场处负责人在致辞时表示，随着政策支持体系的持续完善和"科技创新+资本赋能+产业落地"的生态构建需求凸显，广西医疗健康 产业正迎来高质量发展的关键阶段，为金融资本深度参与、共创产业新蓝海提供了广阔空间。他希望各界聚焦广西"3+3"大健康产业体系，深耕重点领域， 加速科技成果在广西转化落地，精准匹配产业需求，推动创新链、产业链、资金链深度融合，助力广西打造面向东盟重要的生物医药制造基地，共拓东盟跨 境合作空间。 国海证券党委书记、董事长王海河表示，国海证券是扎根广西、服务全国的综合性上市券商，多年来始终将支持医疗健康产业发展作为服 ...

Group 1 - Meilixin plans to raise no more than 1.2 billion yuan for semiconductor equipment precision components, communication and automotive parts projects, and to supplement working capital [2] - Olin Bio has prepaid corporate income tax totaling 4.2001 million yuan, with no penalties from tax authorities [3] - Haisen Pharmaceutical's directors and executives plan to reduce their holdings by no more than 124,300 shares, accounting for 0.0816% of the total share capital [4] Group 2 - Aibulu intends to sell 47.4% and 31.6% stakes in its subsidiary Jinque Agriculture for a total of 12.3914 million yuan [5] - Chaoying Electronics plans to increase its Thai subsidiary's capital by 100 million USD for AI high-end PCB expansion [6] - Bona Film Group states that the box office revenue for "Avatar 3" is difficult to predict and the investment return rights are low [7] Group 3 - Junya Technology's PCB products for humanoid robots contribute less than 0.05% to its revenue [9] - Aerospace Electromechanical confirms that its main business does not involve commercial aerospace [10] - Deyi Culture's major shareholder plans to reduce holdings by no more than 2% of shares [11] Group 4 - China National Materials International signed a 2.7 billion yuan engineering contract for a molybdenum mining project [12] - Weiguang Bio plans to sign a 1.13 billion yuan technology cooperation contract for blood products [13] - Suhao Huihong intends to swap assets with its controlling shareholder for a 2.33% stake in Zijin Property Insurance [14] Group 5 - Haike Xinyuan's employee strategic placement plan intends to reduce holdings by no more than 2.5% of shares [15][16] - Taihao Technology's vice president resigns for personal reasons [17] - Huazhu Gaoke plans to establish a joint venture for 3D printing services with a total investment of 100 million yuan [18] Group 6 - Hubei Energy's November power generation was 2.617 billion kWh, a decrease of 17.94% year-on-year [19] - Dong'a Ejiao plans to repurchase shares worth 100 million to 200 million yuan for capital reduction [20] - Longjiang Transportation's shareholder reduced holdings by 1.2% [21] Group 7 - Feilu Co. plans to reduce holdings by no more than 1.02% of shares [22] - Zhongwei Electronics is planning a change in control, leading to a temporary stock suspension [23] - Zhongheng Group's subsidiary received approval for clinical trials of a new cancer drug [24] Group 8 - Guanzhong Ecology's controlling shareholder changed to Deep Blue Financial Whale [25] - Shennong Seed Industry is transferring a 3.8% stake in a subsidiary for 31.9827 million yuan [26] - Sun Cable's major shareholder plans to reduce holdings by no more than 3% of shares [27] Group 9 - Aiwei Electronics' application for issuing convertible bonds has been approved by the Shanghai Stock Exchange [28] - Chongqing Water intends to acquire wastewater treatment projects for 255 million yuan [29] - Boyun New Materials plans to increase its subsidiary's capital by 285 million yuan through debt-to-equity conversion [30] Group 10 - Zhongbai Group is closing unprofitable stores, expecting a loss of approximately 180 million yuan [31] - Changyuan Power's November power generation decreased by 17.88% year-on-year [32]

Core Viewpoint - The announcement highlights that Guangxi Wuzhou Zhongheng Group Co., Ltd.'s subsidiary, Sichuan Yingrui Pharmaceutical Technology Co., Ltd., has received approval from the National Medical Products Administration for clinical trials of its innovative anti-cancer drug, Nano Carbon Iron Suspension Injection, in combination with standard radiotherapy for solid tumor patients [1][2]. Group 1: Drug Information - The drug, named Nano Carbon Iron Suspension Injection, is developed by Sichuan Yingrui Pharmaceutical Technology Co., Ltd. and is classified as a Class 2 chemical drug [1]. - The drug targets solid tumors and utilizes Fe2+ as the active anti-cancer component, with nano carbon serving as its carrier, aiming to regulate ferroptosis pathways for anti-cancer effects [2]. - The clinical trial will explore the safety and potential efficacy of the combination therapy of Nano Carbon Iron and radiotherapy, particularly in challenging solid tumors [2]. Group 2: Research and Development - The cumulative R&D expenses for Nano Carbon Iron have reached approximately 94.28 million RMB (around 14.5 million USD) as of the announcement date [3]. - The second phase of clinical trials for Nano Carbon Iron is progressing smoothly, with some patient enrollment already completed [2]. - There are currently no similar products on the market or in late-stage research that directly target the ferroptosis pathway with exogenous Fe2+ [2].

Group 1 - The core point of the article is that Zhongheng Group announced the approval of a clinical trial for an innovative anti-cancer drug, "Nano Carbon Iron Suspension Injection," by the National Medical Products Administration of China [2] - The drug is developed by Sichuan Yingrui Pharmaceutical Technology Co., Ltd., a subsidiary of Chongqing Laimei Pharmaceutical Co., Ltd., which is a holding subsidiary of Zhongheng Group [2] - The clinical trial will investigate the combination of Nano Carbon Iron with standard radiotherapy in patients with solid tumors [2]

证券代码：600252 证券简称：中恒集团 公告编号：临 2025-94 广西梧州中恒集团股份有限公司 关于控股孙公司获得药物临床试验批准通知书的公告 7.审批结论：纳米炭铁混悬注射液符合药品注册的有关要求，同意本品联合 标准放疗在实体瘤患者中开展临床试验。 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。 近日，广西梧州中恒集团股份有限公司（以下简称"公司"或"中恒集团"） 控股子公司重庆莱美药业股份有限公司（以下简称"莱美药业"）之子公司四川 瀛瑞医药科技有限公司（以下简称"瀛瑞医药"）自主研发的创新抗癌药物"纳 米炭铁混悬注射液"（以下简称"纳米炭铁"）获国家药品监督管理局签发《药 物临床试验批准通知书》，同意纳米炭铁联合标准放疗在实体瘤患者中开展临床 试验。现将相关情况公告如下： 一、药品基本情况 1.药品名称：纳米炭铁混悬注射液 2.申请人：四川瀛瑞医药科技有限公司 3.适应症：实体瘤 4.注册分类：化学药品 2 类 5.受理号：CXHL2501026 6.通知书编号：2025LP03253 二、药品的其他相关情况 纳 ...

Core Viewpoint - Zhongheng Group's subsidiary, Chongqing Laimei Pharmaceutical Co., Ltd., has received approval from the National Medical Products Administration for its innovative anti-cancer drug, "Nano Carbon Iron Suspension Injection," to conduct clinical trials in solid tumor patients [1] Group 1 - The drug is set to be tested in conjunction with standard radiotherapy [1] - The approval marks a significant step in the development of new cancer treatments by the company [1]

Core Viewpoint - The announcement highlights that Chongqing Laimei Pharmaceutical Co., Ltd., a subsidiary of Zhongheng Group, has received approval from the National Medical Products Administration for a clinical trial of its innovative anti-cancer drug, "Nano Carbon Iron Suspension Injection" [1] Group 1 - The drug is intended for use in conjunction with standard radiotherapy for patients with solid tumors [1] - The approval allows for the initiation of clinical trials, indicating progress in the development of new cancer treatment options [1]

Core Viewpoint - Zhongheng Group has received approval from the National Medical Products Administration for clinical trials of its innovative anti-cancer drug "Nano Carbon Iron Suspension Injection" in combination with standard radiotherapy for solid tumor patients [1] Group 1: Drug Development - The drug utilizes Fe²⁺ as the active anti-cancer ingredient and nano carbon as a carrier, targeting the regulation of ferroptosis pathways to exert anti-cancer effects [1] - The second phase of clinical trials for the drug is progressing smoothly, with some patient enrollments completed [1] - There are currently no similar products on the market or in late-stage research [1] Group 2: Financial Investment - As of the announcement date, Sichuan Yingrui Pharmaceutical Technology Co., Ltd. has invested a total of 94.2826 million RMB (approximately 14.3 million USD) in the research and development of this drug [1]

Core Viewpoint - Zhongheng Group's subsidiary, Chongqing Laimei Pharmaceutical Co., Ltd., has received approval from the National Medical Products Administration for clinical trials of its innovative anti-cancer drug, "Nano Carbon Iron Suspension Injection" [1][2] Group 1: Product Development - The drug "Nano Carbon Iron" is a next-generation nano drug developed based on Laimei's existing product, utilizing Fe2+ as the active anti-cancer ingredient and nano carbon as its carrier [1] - The mechanism of action involves regulating ferroptosis pathways to exert anti-cancer effects, with the drug administered via intratumoral injection to inhibit tumor growth [1] Group 2: Clinical Trial and Mechanism - The approved clinical trial will explore the safety and potential efficacy of the combination of "Nano Carbon Iron" and standard radiotherapy in treating solid tumors [2] - Research indicates that the mechanisms of action of "Nano Carbon Iron" and radiotherapy are complementary, potentially enhancing the local treatment effects, especially in large, hypoxic tumors that are difficult to control with radiotherapy alone [2]

Investment Rating - The industry rating is maintained at "Overweight" [8] Core Views - The market performance of the traditional Chinese medicine (TCM) sector showed a slight increase of 1.29%, which is the smallest among secondary sub-sectors [1] - The price governance of Chinese patent medicines is being actively implemented across multiple regions, aiming to create a unified and competitive drug market [4][5] - The valuation metrics for the TCM sector indicate a PE (ttm) of 27.72X and a PB (lf) of 2.33X, with both metrics showing slight increases compared to the previous week [2] Market Performance - The TCM sector reported a market index of 6501.99 points, reflecting a 1.29% increase over the last week [1] - The overall pharmaceutical and biological sector index rose to 8430.03 points, with a 2.67% increase [1] Valuation Metrics - The TCM sector's PE (ttm) is at 27.72X, up by 0.36X week-on-week, with a one-year maximum of 30.26X and a minimum of 24.72X [2] - The PB (lf) stands at 2.33X, increasing by 0.02X from the previous week, with a one-year maximum of 2.54X and a minimum of 2.17X [2] Supply Chain Insights - The market for TCM raw materials has shown signs of recovery, with a price index of 225.55 points, reflecting a 0.4% increase from the previous week [3] - The market sentiment for TCM raw materials is improving, with increased foot traffic and positive investment sentiment [3] Policy and Regulatory Environment - Multiple regions have initiated price governance for Chinese patent medicines, focusing on high-priced products with significant price discrepancies [4][5] - The ongoing supply-side reforms are expected to reshape competitive factors within the industry, with a shift from channel-driven to value and cost-driven competition [5] Investment Recommendations - The report suggests focusing on three main investment themes: price governance, consumption recovery, and state-owned enterprise reform [11] - Specific recommendations include companies with strong R&D capabilities, unique products, and those less affected by centralized procurement [12]