Core Viewpoint - The resignation of Wu Huibin, the Deputy General Manager of Henan Lingrui Pharmaceutical, is due to internal adjustments, and he will continue to serve as the Chairman and General Manager of a subsidiary, Yingu Pharmaceutical [1][3][5]. Company Information - Henan Lingrui Pharmaceutical is a national high-tech enterprise and A-share listed company primarily engaged in the production and operation of pharmaceuticals and medical devices [3][8]. - The company offers over a hundred products in various forms, including rubber plasters, tablets, capsules, and ointments, covering fields such as orthopedics, neurology, respiratory medicine, anesthesia, and dermatology [3][8]. - The "Two Tigers" series of classic plasters has annual sales exceeding 1 billion pieces, and several products are exclusive to the company [3][8]. Financial Performance - For the first three quarters of 2025, the company's main revenue reached 3.041 billion yuan, representing a year-on-year increase of 10.23% [4][8]. - The net profit attributable to the parent company was 651 million yuan, up 13.43% year-on-year [4][8]. - The net profit after deducting non-recurring gains and losses was 605 million yuan, reflecting an 11.77% increase compared to the previous year [4][8].

证券代码：600285 证券简称：羚锐制药 公告编号：2026-001 号 河南羚锐制药股份有限公司 关于"提质增效重回报"行动方案的公告 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。 未来，公司将立足医药主业，聚焦业务结构优化与经营质效提升，系统构建 高质量发展体系。在产品创新方面，公司将持续强化贴膏剂产品的市场领先地位， 加大研发投入，加快创新成果转化，形成可持续产品矩阵。在智能制造方面，公 司将系统推进产能升级，分步实施设备更新、产线智能化升级改造，以技术革新 全面驱动提质增效。在渠道拓展方面，公司致力于构建线上线下深度融合的运营 体系，持续拓展新兴渠道与下沉市场，加快形成全国化、立体化的渠道网络。在 品牌建设方面，公司不断丰富"关爱"与"健康"的品牌内涵，推动时代文化与 产品的深度融合，以品质服务传递关怀，着力于打造更具影响力的健康产品品牌。 在组织管理方面，公司持续推进组织创新变革，激发创新活力，推进制度流程优 化，提升运营效率。 二、以创新驱动发展，加快发展新质生产力 公司始终秉持"创新驱动发展"战略，以产品创新 ...

证券代码：600285 证券简称：羚锐制药 公告编号：2025-039 河南羚锐制药股份有限公司 关于高级管理人员辞职的公告 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。 河南羚锐制药股份有限公司（以下简称"公司"）董事会于近日收到公司副总经理武惠斌先生提交的辞职 报告，其因公司内部工作调整，申请辞去公司副总经理职务。辞任前述职务后，武惠斌先生将继续在公 司控股子公司任职。 一、高级管理人员离任情况 (一)提前离任的基本情况 ■ (二)离任对公司的影响 根据《公司法》和《公司章程》等有关规定，武惠斌先生的书面辞职报告自送达公司董事会时生效。武 惠斌先生辞去公司副总经理职务后，仍将继续在公司控股子公司任职。 截至本公告日，武惠斌先生持有公司股份764,500股，占公司总股本的0.13%。武惠斌先生将继续严格遵 守《上海证券交易所上市公司自律监管指引第15号一一股东及董事、高级管理人员减持股份》等相关法 律法规的规定。 特此公告。 河南羚锐制药股份有限公司董事会 二〇二五年十二月三十一日 ...

Market Overview - The Chinese medicine sector experienced a decline of 0.32% on December 30, with *ST Changyao leading the drop [1] - The Shanghai Composite Index closed at 3965.12, down 0.0%, while the Shenzhen Component Index closed at 13604.07, up 0.49% [1] Stock Performance - Notable gainers in the Chinese medicine sector included: - Taiji Group (600129) with a closing price of 18.25, up 2.07% [1] - Wanbangde (002082) at 13.89, up 1.98% [1] - Fangsheng Pharmaceutical (603998) at 11.29, up 1.62% [1] - Conversely, *ST Changyao (300391) saw a significant drop of 19.49%, closing at 0.95 [2] Trading Volume and Value - The trading volume and value for key stocks were as follows: - Taiji Group: 87,200 shares traded, with a transaction value of 159 million [1] - Wanbangde: 164,400 shares traded, with a transaction value of 227 million [1] - Fangsheng Pharmaceutical: 48,000 shares traded, with a transaction value of 53.82 million [1] Capital Flow - The Chinese medicine sector experienced a net outflow of 231 million from institutional investors, while retail investors saw a net inflow of 280 million [2] - The capital flow for specific stocks included: - Wanbangde with a net inflow of 48.79 million from institutional investors [3] - Taiji Group with a net inflow of 18.53 million from institutional investors [3] - *ST Changyao had a net outflow of 19.49% [2]

证券代码：600285 证券简称：羚锐制药 公告编号：2025-039 河南羚锐制药股份有限公司 关于高级管理人员辞职的公告 一、高级管理人员离任情况 | 姓名 | 离任职务 | 离任时间 | 原定任期 | 离任原因 | 是否继续 在上市公 司及其控 | 具体职务（如适 | 是否存 在未履 行完毕 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 到期日 | | | 用） | | | | | | | | 股子公司 | | 的公开 | | | | | | | 任职 | | 承诺 | | 武惠斌 | 副总经理 | 2025 年 12 | 2026 年 5 月 | 公司内部 | 是 | 控股子公司银 谷制药有限责 | 否 | | | | 月 30 日 | 18 日 | 工作调整 | | 任公司董事长、 | | | | | | | | | 总经理 | | (一) 提前离任的基本情况 (二) 离任对公司的影响 根据《公司法》和《公司章程》等有关规定，武惠斌先生的书面辞职报告自 送达公司董事会时生效。武惠斌先生辞去公司副总经理职务后，仍将继续在公司 控 ...

格隆汇12月30日丨羚锐制药(600285.SH)公布，公司董事会于近日收到公司副总经理武惠斌先生提交的 辞职报告，其因公司内部工作调整，申请辞去公司副总经理职务。辞任前述职务后，武惠斌先生将继续 在公司控股子公司任职。 ...

格隆汇12月30日丨羚锐制药(600285.SH)公布，公司董事会于近日收到公司副总经理武惠斌先生提交的 辞职报告，其因公司内部工作调整，申请辞去公司副总经理职务。辞任前述职务后，武惠斌先生将继续 在公司控股子公司任职。 ...

Investment Rating - The report suggests a positive investment outlook for the medical device sector, particularly in brain-computer interface devices, which are expected to see accelerated commercialization due to supportive policies [1][3]. Core Insights - Recent policies have significantly increased support for innovation in medical devices, with the National Medical Products Administration actively promoting faster market entry for brain-computer interface devices, indicating a diverse application landscape and substantial future potential [1][3]. - The pharmaceutical sector is witnessing positive developments, such as GSK's approval of mepolizumab for a new indication in COPD patients, marking it as the first monthly administered biologic in China, which is expected to reduce the annual incidence of severe exacerbations significantly [1][32]. - The report highlights the approval of Wegovy® tablets in the U.S. for weight management, emphasizing its potential impact on the market as the first oral GLP-1 receptor agonist for this purpose [37][40]. Summary by Sections Pharmaceutical Sector - Mepolizumab has been approved for COPD treatment in China, with a monthly dosing schedule, targeting a significant patient population [1][32]. - The A/H share innovation drug sector maintains high activity levels, with new drug approvals and cross-border transactions remaining robust [16][28]. Biologics - Wegovy® tablets have been approved in the U.S. for weight management, showing similar weight loss efficacy to its injectable counterpart, with a significant portion of participants achieving substantial weight loss [37][40]. CXO and Pharmaceutical Supply Chain - The CXO sector continues to show upward momentum, supported by a stable order backlog, with November financing levels slightly above the annual average [44][46]. Medical Devices - The centralized procurement process for high-value medical consumables is progressing steadily, with high selection rates in multiple rounds of bidding, indicating a favorable environment for leading domestic companies [2][52]. Retail Pharmacy - The industry is undergoing a consolidation phase, with leading companies expected to benefit from increased market share through mergers and acquisitions [2][3]. Medical Services and Consumer Healthcare - Aier Eye Hospital's acquisition of 39 institutions for 960 million yuan strengthens its market position, with the acquired entities showing signs of financial recovery [2][3].

Investment Rating - The report suggests a positive outlook for the pharmacy and traditional Chinese medicine sectors, anticipating a recovery in 2026 after a weak performance in 2025 [2][5]. Core Insights - The pharmacy sector is expected to benefit from market consolidation, with leading companies likely to increase their market share through mergers and acquisitions during the industry clearing phase [3][11]. - The traditional Chinese medicine sector is projected to stabilize and potentially recover, driven by an increase in flu incidence and the upcoming update of the essential drug list [57][60]. Summary by Sections Pharmacy Sector - **Market Review**: The pharmacy sector faced significant challenges in 2025, with a decline in same-store sales and an overall reduction in the number of operating stores since Q4 2024 [5][20]. - **Policy Environment**: Regulatory measures are promoting a more compliant and healthier industry ecosystem, which is expected to benefit leading companies [14][15]. - **Market Size**: In the first ten months of 2025, the sales scale of physical pharmacies was 501.3 billion yuan, a year-on-year decrease of 1.6%, primarily due to a decline in non-pharmaceutical sales [16][21]. - **Competitive Landscape**: The number of pharmacies in China reached approximately 684,000 by the end of 2024, with a notable increase in store closures, particularly among smaller chains [20][24]. - **Marginal Performance**: There has been a slight recovery in retail sales data, with leading companies showing improved performance through cost reduction and efficiency measures [32][34]. - **Outlook for 2026**: Focus on market consolidation and the development of non-pharmaceutical products is recommended, as leading companies are expected to enhance their market share [44][52]. Traditional Chinese Medicine Sector - **Market Review**: The traditional Chinese medicine sector experienced overall weak performance in 2025, with some companies seeing temporary valuation increases due to innovative pipelines [57][58]. - **In-Hospital Opportunities**: The upcoming update of the essential drug list is expected to benefit companies with products that have the potential to be included [60]. - **Out-of-Hospital Opportunities**: An increase in flu incidence in Q4 2025 is anticipated to aid in inventory digestion, with some companies expected to see improved performance [60]. - **High Dividend Stocks**: Companies such as Lingrui Pharmaceutical, Jichuan Pharmaceutical, and Dong'e Ejiao are highlighted as stable high-dividend investment opportunities [60].

芬太尼概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600079 | ST人福 | -2.06 | 1.92 | -4289.17 | | 002262 | 恩华药业 | -0.79 | 0.68 | -1301.84 | | 300482 | 万孚生物 | 0.61 | 0.51 | -515.34 | | 688767 | 博拓生物 | -0.28 | 0.74 | -269.86 | | 688298 | 东方生物 | 0.21 | 0.49 | -200.30 | | 600285 | 羚锐制药 | 0.00 | 0.50 | -11.65 | | 600511 | 国药股份 | 0.00 | 0.54 | 147.46 | | 600420 | 国药现代 | 0.20 | 0.51 | 176.90 | 截至12月24日收盘，芬太尼概念下跌0.26%，位居概念板块跌幅榜前列，板块内，ST人福、恩华药业、 博拓生物等跌幅居前，股价上涨的有3只，涨幅居前的有万孚生物、东方生 ...