本报讯 （记者王镜茹）2月10日，广州医药集团有限公司（以下简称"广药集团"）正式揭牌成立广州医药数智科技有限公 司（以下简称"广药数科公司"）与广州广药产业运营管理有限公司（以下简称"广药产业运营管理公司"）。 这两家专业化平台公司的成立，标志着广药集团在深化国企改革、优化资源配置、加快数字化转型方面迈出新的实质性步 伐，为广药集团深入推进"现代化、科技化、数字化、国际化"发展路径注入新动能。 同日揭牌的广药产业运营管理公司作为广药集团旗下专业的资产管理与工程代建平台，旨在以专业化运营、市场化运作的 核心理念，统筹盘活存量资产、高效推进工程项目建设、科学处置"两非"（非主业、非优势）业务，推动资产管理进入系统整 合、价值提升、成本优化的新阶段。 据介绍，该公司将构建"一本账、一张图、一个平台"的动态管理体系，系统推进资产盘活、历史遗留问题化解与安全隐患 整治，不仅将全面统筹广药集团分布于全国的存量资源，还将实现对广药集团重大建设项目的集中化、专业化管理。 据悉，广药数科公司将以"AI引领、市场导向、立足广药、服务行业"为总目标，重点围绕医药行业数字化解决方案、 AI+医药研发两大核心领域，聚焦网络信息安全、 ...

格隆汇2月10日丨白云山(00874.HK)公布，近日，公司分公司广州白云山医药集团股份有限公司白云山 何济公制药厂("何济公制药厂")收到国家药品监督管理局("国家药监局")签发的《药品补充申请批准通知 书》。 截至公告日，何济公制药厂在口洁喷雾剂研发项目上已投入研发费用合计约人民币 241.36 万元(未审 计)。根据米内网数据显示，2024 年口洁喷雾剂在国内市场的销售额为人民币 5,064 万元。2024 年何济 公制药厂该药品的销售收入为人民币 1,894 万元。 审批结论：根据《中华人民共和国药品管理法》及有关规定，经审查，本品符合药品注册的有关要求， 批准本品变更药品规格的补充申请。同意将本品规格由"每瓶装 20ml"规范为"每 1ml 相当于饮片 240mg，含薄荷脑 13mg、桉油 2.5μl"。 何济公制药厂于 2025 年 11 月 4 日向国家药监局递交本药品补充申请，申请变更药品规格，于 2025 年 11 月 17 日获得受理。口洁喷雾剂用于口舌生疮，牙龈、咽喉肿痛。 ...

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條而作出的。 茲刊載廣州白雲山醫藥集團股份有限公司（「本公司」）在上海證券交易所網站(www.sse.com.cn)刊登的 本公司關於分公司獲得藥品補充申請批件的公告之中文全文，僅供參考。 廣州白雲山醫藥集團股份有限公司 董事會 中國廣州，2026年2月10日 於本公告日，本公司董事會成員包括執行董事李小軍先生、陳傑輝先生、程寧女士、程洪進先生、 唐和平先生與黎洪先生，及獨立非執行董事陳亞進先生、黃民先生、黃龍德先生與孫寶清女士。 证券代码：600332 证券简称：白云山 公告编号：2026－006 广州白云山医药集团股份有限公司 关于分公司获得药品补充申请批件的公告 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，广州白云山医药集团股份有限 ...

证券代码：600332 证券简称：白云山 公告编号：2026－006 广州白云山医药集团股份有限公司 关于分公司获得药品补充申请批件的公告 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。 上市许可持有人：（1）名称：广州白云山医药集团股份有限公司白 云山何济公制药厂；（2）地址：广州市白云区新市街萧岗大马路 52 号 近日，广州白云山医药集团股份有限公司（"本公司"）分公司广州 白云山医药集团股份有限公司白云山何济公制药厂（"何济公制药厂"） 收到国家药品监督管理局（"国家药监局"）签发的《药品补充申请批准 通知书》。现将有关情况公告如下： 一、药品的基本情况 药品通用名称：口洁喷雾剂 剂型：喷雾剂 规格：每 1ml 相当于饮片 240mg，含薄荷脑 13mg、桉油 2.5μl 注册分类：中药 通知书编号：2026B00717 受理号：CYZB2502658 药品注册标准编号：WS-11406(ZD-1406)-2002-2011Z 原药品批准文号：国药准字 Z20027494 生产企业：（1）名称：广州白云山医药集团股份有限 ...

白云山公告称，其分公司何济公制药厂收到国家药监局签发的口洁喷雾剂《药品补充申请批准通知 书》，批准变更药品规格，将其由"每瓶装20ml"规范为"每1ml相当于饮片240mg，含薄荷脑13mg、桉油 2.5μl"。何济公制药厂于2025年11月4日递交申请，11月17日获受理。截至公告日，该药品研发已投入约 241.36万元。2024年国内市场销售额5064万元，何济公制药厂销售收入1894万元。此次获批对当期业绩 无重大影响。 ...

Group 1 - The core viewpoint of the news is that Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited has shown stable financial performance with a slight increase in revenue and net profit for the first nine months of 2025, alongside notable trading activity in its stock [2][3]. - On February 6, Baiyunshan's stock price increased by 0.23%, with a trading volume of 616 million yuan. The financing buy-in amount for the day was 58.50 million yuan, while the financing repayment was 48.63 million yuan, resulting in a net financing buy of 9.88 million yuan [1]. - As of February 6, the total balance of margin trading for Baiyunshan was 1.037 billion yuan, with the financing balance accounting for 2.88% of the circulating market value, indicating a high level compared to the past year [1]. Group 2 - Baiyunshan's main business segments include traditional Chinese and Western medicine, chemical raw materials, natural medicines, and health management services, with the largest revenue contribution coming from the commercial sector at 69.32% [2]. - For the period from January to September 2025, Baiyunshan achieved an operating income of 61.61 billion yuan, representing a year-on-year growth of 4.31%, and a net profit attributable to shareholders of 3.31 billion yuan, up 4.78% year-on-year [2]. - The company has distributed a total of 10.91 billion yuan in dividends since its A-share listing, with 4.36 billion yuan distributed over the past three years [3].

Investment Rating - The report maintains a "Buy" rating for key companies in the pharmaceutical sector, including Innovent Biologics, Efang Biologics, Tianshili, WuXi AppTec, and Mindray Medical [4][28]. Core Insights - The policy-driven upgrade of traditional Chinese medicine (TCM) industry is expected to enhance industry concentration in the medium to long term, benefiting companies with strong quality control and innovative capabilities [2][24]. - The implementation plan for high-quality development of the TCM industry aims to establish a collaborative development system by 2030, focusing on raw material supply, innovation, production quality control, and internationalization [2][23]. - The investment strategy emphasizes the importance of clinical value in the pharmaceutical sector, recommending a focus on innovative drugs and high-end medical devices [3][26]. Summary by Sections Market Review - The A-share pharmaceutical index rose by 0.14%, outperforming the CSI 300 index by 1.47 percentage points [1][16]. - The Hong Kong Hang Seng Medical Health Index fell by 1.41%, but still outperformed the Hang Seng Index by 1.65 percentage points [1][16]. Policy Insights - The Ministry of Industry and Information Technology and other departments issued a plan to enhance the TCM industry, which includes fostering leading enterprises and establishing high-standard raw material production bases [2][24]. - The plan emphasizes digitalization and sustainability, aiming to raise compliance standards and accelerate the exit of smaller companies from the market [2][25]. Company Updates - Recent clinical progress includes the NDA submission for HRS-9531 by Heng Rui Medicine and the initiation of clinical trials for various drugs by other companies [1][31][32]. - Key companies such as Yunnan Baiyao, Baiyunshan, and Taiji Group are highlighted for their strong positions in raw material supply [2][25]. Financial Forecasts - The report provides earnings per share (EPS) forecasts for key companies, with Innovent Biologics projected to have an EPS of 0.49 in 2025 and WuXi AppTec expected to reach an EPS of 5.07 in the same year [4][28]. - The pharmaceutical manufacturing industry reported a revenue decline of 1.2% year-on-year for 2025, with total revenue reaching 2,487 billion yuan [51].

重要内容提示： 关于广州荔湾广药创业投资基金合伙企业（有限合伙） 完成私募基金备案暨关联交易进展的公告 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。 ■ 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600332 证券简称：白云山 公告编号：2026-004 广州白云山医药集团股份有限公司 一、合作投资基本概述情况 2025 年12 月22 日，广州白云山医药集团股份有限公司（"本公司"）召 开第九届董事会第三十二次会议，审议通过了《关于广州广药二期基金股权投资合伙企业（有限合伙） 认购广州荔湾广药创业投资基金合伙企业（有限合伙）有 限合伙份额暨关联交易的议案》，同意本公司附属企业广州广药二期基金股权投 资合伙企业（有限合伙）（"广药二期基金"）与广州广药资本私募基金管理有 限公司（"广药资本"）、广州天使投资母基金创业投资合伙企业（有限合伙）（"天使母基金"）、广州 市荔湾区产业投资基金合伙企业（有限合伙）（"荔 湾产投基金"）合作设立广州荔湾广药创业投资基金合伙企业（有限合伙）（ "广药荔湾基金"）并签署 ...

证券日报网讯 2月6日，白云山发布公告称，公司控股子公司广州白云山星群（药业）股份有限公司收 到国家药监局核准签发的《药品补充申请批准通知书》，阿法骨化醇软胶囊（0.25μg、0.5μg）已通过 仿制药质量和疗效一致性评价，用于治疗钙代谢紊乱性疾病，2024年该产品销售收入2561万元。 （文章来源：证券日报） ...

Group 1 - ZTE Corporation plans to invest 200 million RMB to subscribe to the Guangdong-Hong Kong-Macao Greater Bay Area Venture Capital Guidance Fund, focusing on areas supported by national policies such as new generation information technology and biotechnology [1] - Huayi Jewelry's subsidiary has reported overdue loans totaling 200 million RMB due to tight liquidity, with a cumulative overdue principal of 254 million RMB [2] - Guangzhou Baiyunshan Pharmaceutical's subsidiary has received approval for the consistency evaluation of Alfacalcidol soft capsules, which are used to treat calcium metabolism disorders [3] Group 2 - Kunming Pharmaceutical Group reported a 21.72% decline in revenue to 6.577 billion RMB and a 46% drop in net profit to 350 million RMB for 2025 [4] - Jiantou Energy's application for a specific stock issuance has been approved by the Shenzhen Stock Exchange [5] - Jinchuan Titanium Industry's subsidiary has temporarily suspended its sulfuric acid production due to reduced demand [6] Group 3 - Kelun Pharmaceutical's subsidiary has received approval for a new indication for its antibody-drug conjugate, which is used to treat advanced hormone receptor-positive breast cancer [7] - Fawer Co., Ltd. has completed the relocation of its Chongqing Yuantai Shock Absorber Company and commenced production [8] - Jiuzhoutong's subsidiary has received acceptance for the listing application of Betahistine Hydrochloride tablets [9] Group 4 - Zhongguancun plans to build a traditional Chinese medicine and raw material drug production base in Jiamusi City, Heilongjiang Province [11] - China Wuyi announced that part of its land in Kenya has been requisitioned by the government, with compensation of approximately 6.25 million RMB [12] - Times Electric reported a 15.46% increase in revenue to 28.761 billion RMB and a 10.88% increase in net profit to 4.105 billion RMB for 2025 [13] Group 5 - Top Cloud Agriculture's shareholder has received regulatory measures from the Zhejiang Securities Regulatory Bureau for failing to timely disclose shareholding changes [14] - Xinwanda's subsidiary has reached a settlement in a lawsuit involving over 2.314 billion RMB, with an estimated impact of 500 to 800 million RMB on net profit for 2025 [15] - Dongrui Co., Ltd. reported a 25.19% increase in pig sales revenue in January, totaling 214 million RMB [16] Group 6 - Tianjin Tianshi reported a 3.08% decline in revenue to 8.236 billion RMB, while net profit increased by 15.68% to 1.105 billion RMB for 2025 [17] - Wantong Expressway plans to invest approximately 5.42 billion RMB in the renovation and expansion of the Lianhuo Expressway [18] - Qiaoyin Co., Ltd. has pre-qualified for a sanitation integration service project worth approximately 73.8 million RMB [20] Group 7 - Jindi Co., Ltd. plans to acquire 100% equity of Yuni Precision for 116 million RMB, focusing on precision stamping products [21] - Heng Rui Medicine's HRS-4642 injection has been included in the list of breakthrough therapeutic varieties [22] - Tongde Chemical has had some assets frozen due to a financing lease dispute [23] Group 8 - Zhongli Co., Ltd. is establishing an industrial fund with a total commitment of approximately 408.76 million RMB, focusing on new materials and artificial intelligence [24] - Tianbang Food reported a 9.93% increase in pig sales revenue in January, totaling 674 million RMB [25] - New Hope reported a 10.03% decrease in pig sales revenue in January, totaling 1.628 billion RMB [26] Group 9 - Tainkang's subsidiary has received a drug registration certificate for Minoxidil topical solution [27] - Lihua Co., Ltd. reported a 9.8% increase in chicken sales revenue in January, totaling 1.289 billion RMB [28] - Guojitong General reported a 45.71% increase in net profit to 58.52 million RMB for 2025 [29] Group 10 - Zhixin Co., Ltd. plans to invest up to 1.1 billion RMB in an automotive stamping and welding parts project [30] - Chuangyuan Technology's subsidiary has pre-qualified for a National Grid project worth approximately 94.77 million RMB [31] - Lisheng Pharmaceutical's adenine phosphate raw material has passed the listing application [32] Group 11 - Tongguang Cable's subsidiary has pre-qualified for a National Grid project worth approximately 108 million RMB [33] - Zhenghong Technology reported a 7.74% increase in pig sales revenue in January, totaling 14.35 million RMB [34] - Pengding Holdings reported a 0.07% decrease in consolidated revenue in January, totaling 2.701 billion RMB [35] Group 12 - Hongri Pharmaceutical has received approval for clinical trials of its injectable drug for acute pancreatitis [36][37] - Xinhua Medical has decided to terminate the acquisition of a 36.19% stake in Wuhan Zhongzhi Biotechnology [38] - Tianyu Bio reported an 11.23% decrease in pig sales revenue in January, totaling 54.29 million RMB [39]