证券代码：600267 证券简称：海正药业 公告编号：临 2025-72 号 浙江海正药业股份有限公司 关于全资子公司通过药品 GMP 符合性检查的公告 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。 近日，浙江海正药业股份有限公司（以下简称"公司"）全资子公司海正药 业南通有限公司（以下简称"海正南通公司"）收到江苏省药品监督管理局下发 的《药品GMP符合性检查告知书》（苏药监药生告知〔2025〕438号）。现就相 关情况公告如下： 一、GMP检查相关信息 企业名称：海正药业南通有限公司 检查地址：江苏省南通市如东沿海经济开发区海滨四路18号 检查范围及相关车间、生产线：原料药(盐酸米诺环素)（合成及氢化工序： NP11幢HP102车间，精制工序：NP08幢HP201车间；NP11幢HP102车间盐酸米 诺环素生产线、NP08幢HP201车间盐酸米诺环素生产线） 检查时间：2025年10月31日至2025年11月02日 检查结论：符合要求 二、本次检查所涉生产线及产品情况 本次药品GMP符合性检查中，盐酸米诺环素原料药是上市 ...

盐酸米诺环素适用于因葡萄球菌、链球菌、肺炎球菌、淋病奈瑟菌、痢疾杆菌、大肠埃希菌、克雷伯氏 菌、变形杆菌、绿脓杆菌、梅毒螺旋体及衣原体等对本品敏感的病原体引起的感染等，其原研厂家为美 国惠氏制药有限公司。海正南通公司盐酸米诺环素已于2025年8月获得《化学原料药上市申请批准通知 书》，目前盐酸米诺环素原料药国内主要生产厂商有海正南通公司、浙江昌海制药有限公司等。 本次海正南通公司通过药品 GMP 符合性检查，表明其相关生产线、药品符合GMP要求，有利于公司进 一步丰富生产品种，保持稳定的生产能力，满足市场需求。 格隆汇12月3日丨海正药业(600267.SH)公布，近日，公司全资子公司海正药业南通有限公司收到江苏省 药品监督管理局下发的《药品GMP符合性检查告知书》。 本次药品GMP符合性检查中，盐酸米诺环素原料药是上市前的首次药品GMP符合性检查，对应生产线 是新建生产线后首次通过GMP符合性检查，截至目前，上述车间相关固定资产累计投入约9,916万元， 其中已完成投入约8630万元（未经审计）。 ...

本次海正南通公司通过药品 GMP 符合性检查，表明其相关生产线、药品符合GMP要求，有利于公司进 一步丰富生产品种，保持稳定的生产能力，满足市场需求。 本次药品GMP符合性检查中，盐酸米诺环素原料药是上市前的首次药品GMP符合性检查，对应生产线 是新建生产线后首次通过GMP符合性检查，截至目前，上述车间相关固定资产累计投入约9,916万元， 其中已完成投入约8630万元（未经审计）。 盐酸米诺环素适用于因葡萄球菌、链球菌、肺炎球菌、淋病奈瑟菌、痢疾杆菌、大肠埃希菌、克雷伯氏 菌、变形杆菌、绿脓杆菌、梅毒螺旋体及衣原体等对本品敏感的病原体引起的感染等，其原研厂家为美 国惠氏制药有限公司。海正南通公司盐酸米诺环素已于2025年8月获得《化学原料药上市申请批准通知 书》，目前盐酸米诺环素原料药国内主要生产厂商有海正南通公司、浙江昌海制药有限公司等。 格隆汇12月3日丨海正药业(600267.SH)公布，近日，公司全资子公司海正药业南通有限公司收到江苏省 药品监督管理局下发的《药品GMP符合性检查告知书》。 ...

青蒿素概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 600267 | 海正药 业 | 2.49 | 1.25 | 299.33 | 1.88 | | 600196 | 复星医 药 | -0.15 | 0.38 | 177.88 | 0.82 | | 600422 | 昆药集 团 | 0.30 | 0.39 | 140.40 | 3.59 | | 002923 | 润都股 份 | -0.50 | 1.47 | -235.00 | -4.49 | | 600216 | 浙江医 药 | -0.07 | 0.49 | -350.82 | -5.28 | | 600062 | 华润双 鹤 | 0.75 | 0.51 | -801.15 | -8.02 | | 002001 | 新和成 | 0.21 | 0.58 | -817.72 | -1.88 | | 600721 | 百花医 药 | -2.20 | 4.59 ...

海正药业公告，全资子公司海正药业南通有限公司收到江苏省药品监督管理局下发的《药品GMP符合 性检查告知书》。海正南通公司通过药品GMP符合性检查，表明其相关生产线、药品符合GMP要求， 有利于公司进一步丰富生产品种，保持稳定的生产能力，满足市场需求。 ...

证券代码：600267 证券简称：海正药业 公告编号：临 2025-71 号 浙江海正药业股份有限公司 关于第四次以集中竞价交易方式回购公司股份的进展 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。 一、 回购股份的基本情况 浙江海正药业股份有限公司（以下简称"公司"）于 2025 年 5 月 12 日召开的 第十届董事会第二次会议和第十届监事会第二次会议，审议通过了《关于第四次 以集中竞价交易方式回购公司股份的议案》，同意公司通过自有资金以集中竞价交 易方式回购公司股份，回购的资金总额不低于人民币 5 千万元且不超过人民币 1 亿元（均包含本数），回购股份价格不超过人民币 13 元/股（含），回购期限自公司 董事会审议通过回购股份方案之日起 12 个月内。具体内容详见《浙江海正药业股 份有限公司关于第四次以集中竞价交易方式回购股份方案暨回购报告书》（公告编 号：临 2025-29 号），已登载于 2025 年 5 月 13 日的《中国证券报》《上海证券报》 《证券时报》和上海证券交易所网站（www.sse.com.cn ...

Core Viewpoint - The report highlights the trends and statistics in the Chinese chemical pharmaceutical industry, indicating a slight decline in production while maintaining overall growth in the first nine months of 2025 [1]. Industry Summary - In September 2025, the production of chemical pharmaceutical raw materials in China was 295,000 tons, representing a year-on-year decrease of 3.6% [1]. - Cumulatively, from January to September 2025, the total production of chemical pharmaceutical raw materials reached 2.721 million tons, showing a cumulative growth of 1.2% [1]. - The report is based on data from the National Bureau of Statistics and is compiled by Zhiyan Consulting, a leading industry consulting firm in China [1]. Company Summary - Listed companies in the chemical pharmaceutical sector include Heng Rui Medicine (600276), East China Pharmaceutical (000963), Lizhu Group (000513), Baiyunshan (600332), North China Pharmaceutical (600812), Haizheng Pharmaceutical (600267), Fosun Pharmaceutical (600196), Kelun Pharmaceutical (002422), Enhua Pharmaceutical (002262), and Xianju Pharmaceutical (002332) [1].

Core Viewpoint - Haizheng Pharmaceutical's product Favipiravir (Hai Fukan) is indicated for the treatment of adult influenza, particularly when other antiviral treatments are ineffective or inadequate, and it has been included in the medical insurance drug list [1] Group 1: Product Information - Favipiravir is a broad-spectrum antiviral drug with RNA polymerase inhibitory properties, showing significant potential against various RNA viruses due to its broad-spectrum antiviral activity and low resistance [1] - The company is actively promoting the accessibility and awareness of Favipiravir by integrating internal and external resources [1] Group 2: Sales and Distribution - Offline sales efforts, including hospital access, are being comprehensively promoted, and patients can also purchase the product through e-commerce channels [1]

Core Insights - The ITP drug treatment market in China is projected to grow, reaching 2.4 billion yuan in 2024, an increase of 200 million yuan from 2023, and is expected to reach approximately 2.8 billion yuan in 2025 [1][3][4] - Eltrombopag, a novel oral small molecule TPO receptor agonist, has shown excellent efficacy in treating ITP, significantly expanding treatment options for patients [1][4][7] - The sales of Eltrombopag in hospitals reached 376 million yuan in 2023, with an estimated 430 million yuan for the entire year of 2024 [1][4] ITP Drug Treatment Industry Pathway - ITP, or Immune Thrombocytopenic Purpura, is primarily treated with corticosteroids as the first-line therapy, while second-line treatments include platelet-stimulating drugs [2][4] - The incidence of ITP in adults in China is estimated at 5 to 10 per 100,000, with a projected 130,400 patients in 2024 [2][3] ITP Drug Treatment Industry Development Status - The ITP drug treatment market has been expanding, with a notable increase in treatment options due to ongoing research into the disease's pathophysiology [4][6] - The market is characterized by a growing number of patients and an increasing demand for effective treatments [2][3] ITP Drug Treatment Industry Chain - The upstream of the ITP drug treatment industry includes active pharmaceutical ingredients (APIs), chemical raw materials, and related equipment, while the midstream focuses on drug manufacturing [4][6] ITP Drug Treatment Competitive Landscape - Major companies in the domestic ITP drug market include Jiangsu Aosaikang Pharmaceutical, Jiangsu Hengrui Medicine, and Shenyang Sanofi Pharmaceutical, among others [2][6] - Several companies have received approval for Eltrombopag, indicating a competitive environment for generic versions of the drug [6][7] ITP Drug Treatment Development Trends - The treatment of ITP is moving towards targeted and precision medicine, with new therapies showing potential in regulating key immune nodes [7] - Future research may explore the combination of Eltrombopag with existing therapies to enhance treatment outcomes and achieve long-term remission for patients [7]

Group 1 - The Artemisinin concept index rose by 0.31%, ranking 10th among concept sectors, with three stocks increasing in value, including Delong Huineng, Rundu Co., and Haizheng Pharmaceutical, which rose by 4.35%, 0.87%, and 0.19% respectively [1] - The leading decliners in the sector included Fosun Pharma, New Hecheng, and Baiyunshan, which fell by 1.23%, 0.36%, and 0.34% respectively [1] Group 2 - The main capital flow analysis indicates a net outflow of 176 million yuan from the Artemisinin concept sector, with only one stock, Delong Huineng, experiencing a net inflow of 8.0428 million yuan [2] - The capital flow rankings for the Artemisinin concept show that Delong Huineng had a trading volume of 4.35% and a turnover rate of 13.19%, while other stocks like Kunming Pharmaceutical Group and Rundu Co. had net outflows of 1.72 million yuan and 3.06 million yuan respectively [2][3]