健康元药业集团 关于公司产品纳入国家医保目录的公告 证券代码：600380 证券简称：健康元 公告编号：临 2025-080 健康元药业集团股份有限公司 关于公司产品纳入国家医保目录的公告 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，国家医疗保障局发布了新版《国家基本医疗保险、生育保险 和工伤保险药品目录》（医保发〔2025〕33号，以下简称：《医保目录》）。现 将健康元药业集团股份有限公司（以下简称：本公司）及下属子公司产品纳入《医 保目录》等相关情况公告如下： 一、纳入《医保目录》的基本情况 本次公司及下属子公司共有218个产品纳入《医保目录》，其中甲类94个，乙 类124个。其中：注射用阿立哌唑微球通过谈判纳入医保目录，注射用醋酸曲普瑞 林微球新增适应症，妥布霉素吸入溶液、注射用艾普拉唑钠续约成功，具体详情 如下： | 药品名称 | 上市许可持有人 | 剂型 | 国家医保 分类（甲/ | 限定支付范围 | 谈判情形 | | --- | --- | --- | --- | --- | --- | ...

Core Viewpoint - The company Health元 (600380.SH) announced that a total of 218 products from the company and its subsidiaries have been included in the medical insurance catalog, which includes 94 Class A and 124 Class B products [1] Group 1 - The injectable Aripiprazole microspheres have been included in the medical insurance catalog through negotiations [1] - The injectable Acetate Triptorelin microspheres have a newly added indication [1] - The Tobramycin inhalation solution and injectable Esomeprazole sodium have successfully renewed their contracts [1]

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。 健康元药业集团股份有限公司（以下简称：本公司）中长期事业合伙人持股计划之第二期员工持股计划 （以下简称"本期持股计划"）存续期将于2026年6月7日届满。根据《关于上市公司实施员工持股计划试 点的指导意见》及《上海证券交易所上市公司自律监管指引第1号一一规范运作》等相关规定，公司应 在本期持股计划存续期届满前六个月披露提示性公告，现将本期持股计划有关情况公告如下： 一、本期持股计划的基本情况和锁定期 本公司于2022年5月18日召开2021年年度股东大会，审议并通过《关于公司〈中长期事业合伙人持股计 划之第二期持股计划（草案）〉及其摘要的议案》及相关议案，同意公司实施中长期事业合伙人持股计 划之第二期持股计划并授权公司董事会办理相关事宜。 截至2022年6月7日，本公司第二期持股计划已通过二级市场集中竞价交易的方式累计购买公司股票 6,275,372股，占公司总股本（1,911,733,078股）的比例为0.33%，成交金额合计为 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600380 证券简称：健康元 公告编号：临2025-079 健康元药业集团股份有限公司 关于第二期中长期事业合伙人持股计划存续期六个月后届满的提示性公告 健康元药业集团股份有限公司（以下简称：本公司）中长期事业合伙人持股计划之第二期员工持股计划 （以下简称"本期持股计划"）存续期将于2026年6月7日届满。根据《关于上市公司实施员工持股计划试 点的指导意见》及《上海证券交易所上市公司自律监管指引第1号一一规范运作》等相关规定，公司应 在本期持股计划存续期届满前六个月披露提示性公告，现将本期持股计划有关情况公告如下： 一、本期持股计划的基本情况和锁定期 本公司于2022年5月18日召开2021年年度股东大会，审议并通过《关于公司〈中长期事业合伙人持股计 划之第二期持股计划（草案）〉及其摘要的议案》及相关议案，同意公司实施中长期事业合伙人持股计 划之第二期持股计划并授权公司董事会办理相关事宜。 截至2022年6月7日，本公司第二期持股计划已通过二级市场集中竞价交易的方式累计购买公司股票 6,275,372股，占公司总股本（1,911,733,078股） ...

作者 | 木盒 编辑 | 小白 据央视新闻，中国疾病预防控制中心日前发布监测情况显示，全国门急诊流感样病例中流感阳性率已 经接近45%，全国流感活动整体进入中流行水平，部分省份已达高流行水平。 对于大众最关心的流感高峰期，根据一些专家的判断： 当前南北方流感活动均处于快速上升阶段，按照这一上升速度，预计部分省份将在12月中上旬迎来流 感高峰期，绝大部分省份的流感高峰期则会出现在12月下旬；到次年1月初，全国流感活动可能将进 入下降阶段。 流感最直接的关联就是华兰疫苗（301207.SZ）、金迪克（688206.SH）这些疫苗厂商，此外还有健康 元（600380.SH），核心产品是即将获批的1类创新药玛帕西沙韦胶囊。 创新药陆续步入收获期。 作为全球领先的"源头阻断型"流感抗病毒药物，玛帕西沙韦胶囊的优点是"单次口服、24小时抑制病 毒复制"，显著优于需每日服用的奥司他韦。 相对于玛巴洛沙韦流感用药，帕西沙韦在乙型流感和青少年患者中症状缓解速度显著优于前者，且Ⅲ 期临床中未检测到乙型流感耐药突变，耐药风险更低，有望成为高风险人群（如青少年、乙流高发 期）的首选。 跟据 公司披露的进度，争取在年底流感高发季前实现 ...

健康元药业集团 第二期中长期事业合伙人持股计划存续期六个月后届满的提示性公告 关于第二期中长期事业合伙人持股计划存续期六个月后届满 的提示性公告 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。 健康元药业集团股份有限公司（以下简称：本公司）中长期事业合伙人持股计划 之第二期员工持股计划（以下简称"本期持股计划"）存续期将于 2026 年 6 月 7 日届满。 根据《关于上市公司实施员工持股计划试点的指导意见》及《上海证券交易所上市公 司自律监管指引第 1 号——规范运作》等相关规定，公司应在本期持股计划存续期届 满前六个月披露提示性公告，现将本期持股计划有关情况公告如下： 一、本期持股计划的基本情况和锁定期 本公司于 2022 年 5 月 18 日召开 2021 年年度股东大会，审议并通过《关于公司< 中长期事业合伙人持股计划之第二期持股计划（草案）>及其摘要的议案》及相关议案， 同意公司实施中长期事业合伙人持股计划之第二期持股计划并授权公司董事会办理相 关事宜。 截至 2022 年 6 月 7 日，本公司第二期持股计划已通过 ...

Core Points - The Medical Health R Index (480016) closed at 7284.72 points, down 0.42%, with a trading volume of 17.046 billion yuan and a turnover rate of 0.61% [1] - Among the index constituents, 23 stocks rose while 26 fell, with TeBao Bio leading the gainers at 2.85% and Renfu Pharmaceutical leading the decliners at 3.33% [1] Index Constituents Summary - The top ten constituents of the Medical Health R Index include: - WuXi AppTec (sh603259) with a weight of 13.66%, latest price at 87.62, down 2.01%, and a market cap of 261.437 billion yuan [1] - Hengrui Medicine (sh600276) with a weight of 11.00%, latest price at 60.97, down 0.25%, and a market cap of 404.670 billion yuan [1] - Mindray Medical (sz300760) with a weight of 7.57%, latest price at 199.50, down 0.56%, and a market cap of 241.882 billion yuan [1] - United Imaging Healthcare (sh688271) with a weight of 4.27%, latest price at 128.88, up 0.13%, and a market cap of 106.217 billion yuan [1] - Pianzai Shou (sh600436) with a weight of 3.48%, latest price at 171.48, up 1.33%, and a market cap of 103.457 billion yuan [1] - Aier Eye Hospital (sz300015) with a weight of 3.42%, latest price at 11.35, down 1.30%, and a market cap of 105.843 billion yuan [1] - Kelun Pharmaceutical (sz002422) with a weight of 2.59%, latest price at 34.00, down 0.03%, and a market cap of 54.334 billion yuan [1] - Xinhecheng (sz002001) with a weight of 2.42%, latest price at 24.44, up 0.20%, and a market cap of 75.114 billion yuan [1] - Fosun Pharma (sh600196) with a weight of 2.39%, latest price at 27.05, down 0.15%, and a market cap of 72.235 billion yuan [1] - Ziji Shenzhou (sh688235) with a weight of 2.27%, latest price at 275.20, down 1.59%, and a market cap of 423.995 billion yuan [1] Capital Flow Analysis - The Medical Health R Index constituents experienced a net outflow of 1.159 billion yuan from institutional investors, while retail investors saw a net inflow of 999 million yuan [1] - Detailed capital flow for specific stocks shows: - Health元 (600380) had a net inflow of 34.2431 million yuan from institutional investors [2] - Hengrui Medicine (600276) had a net inflow of 29.9909 million yuan from institutional investors [2] - Long Spring High-tech (000661) had a net inflow of 19.8154 million yuan from institutional investors [2] - The index constituents underwent adjustments, adding four new stocks and removing one [2]

Core Insights - The demand for antiviral drugs has surged during the flu season, with significant increases in sales of Oseltamivir and Marbofloxacin, alongside the recent market entry of three new domestic antiviral drugs [1][3][5] Group 1: Market Demand and Sales Growth - The percentage of flu-like cases in China has risen, with a reported 40.9% positivity rate for flu tests during the 47th week of the year [2] - Sales data from various e-commerce platforms indicate a dramatic increase in antiviral drug demand, with Oseltamivir sales up 4.5 times and Marbofloxacin up 5 times from the previous week [3] - Overall sales of flu-related medications increased by 242% from November 24 to November 30 compared to the previous week, with specific products like Marbofloxacin and Oseltamivir seeing sales increases of 230% and 310%, respectively [3] Group 2: New Drug Approvals and Market Competition - Three new domestic antiviral drugs were approved in 2023, marking a significant increase in competition within the flu medication market [6][8] - The current market is primarily dominated by Oseltamivir and Marbofloxacin, but the entry of new competitors is reshaping the competitive landscape [8][9] - The sales of Oseltamivir reached 59 billion yuan in 2024, maintaining a leading market position despite the influx of generic alternatives [5][9] Group 3: Future Market Trends - The rapid growth of Marbofloxacin is notable, with a projected sales increase of over 758% in 2024, indicating a shift in market dynamics [9] - The competitive landscape is expected to intensify as more domestic companies enter the antiviral drug market, necessitating differentiation through innovation and market segmentation [10]

Core Viewpoint - The market experienced mixed performance with the ChiNext index closing down 0.44%, while the influenza and organic silicon sectors surged, indicating a divergence in market sentiment driven by specific sectoral developments [1][4]. Group 1: Influenza Sector - The influenza sector saw a significant uptick, with flu-like cases in northern provinces rising to 7.0%, markedly higher than the same period in previous years [4]. - Sales of antiviral drugs, such as Oseltamivir, surged by 237% over the past week, indicating strong demand driven by rising flu cases [4]. - Jindike has completed the production season with 1.56 million doses of its quadrivalent flu vaccine approved for release, and is ramping up production capacity to 30 million doses [4]. Group 2: Organic Silicon Sector - The organic silicon sector experienced a boost following Dow Chemical's announcement of a 10%-20% price increase on major products starting December 10, which acted as a catalyst for domestic stocks [4]. - Companies like Hongbai New Materials and Chenguang New Materials saw their stocks hit the daily limit, while Dongyue Silicon Material rose over 10% [4]. - Smart money has already positioned itself in this sector, with Chenguang New Materials seeing a net inflow of 85.14 million yuan over the past ten trading days [4]. Group 3: Underperforming Sectors - The Hainan sector faced significant declines, with companies like Jingliang Holdings and Hainan Haiyao dropping nearly 7%, highlighting the lack of performance support for regional themes [4]. - The film and content industry also struggled, with Huanrui Century hitting the daily limit down and Shanghai Film falling nearly 7%, reflecting uncertainty in the content sector [4]. Group 4: Market Sentiment and Strategy - The overall trading volume decreased by 93.5 billion yuan compared to the previous day, indicating a cautious market sentiment and a tendency for rapid sector rotation [4]. - Investment strategies suggest focusing on the influenza sector for low-entry opportunities and the organic silicon sector for potential gains, while avoiding sectors lacking performance, policy support, or growth potential [5].

Core Insights - The article discusses the recent launch of three domestic influenza innovative drugs in China, highlighting their effectiveness and market potential as flu activity rises across the country [1][2]. Group 1: Product Overview - Three domestic influenza innovative drugs have been approved for market: 1. Marzula Shave Tablets (Yisuda) by Jiangxi Kairui Pharmaceutical Co., a subsidiary of Qingfeng Pharmaceutical Group [1]. 2. Angladiwei Tablets (Anruiwei) by Guangdong Zhongsheng Pharmaceutical Co., a subsidiary of Guangdong Zhongsheng Ruichuang Biotechnology Co. [1]. 3. Maxiluo Shave Tablets (Jike Shu) developed by Hubei Jichuan Pharmaceutical Co. in collaboration with Nanjing Zhengxiang Pharmaceutical Co. [1]. - These drugs have achieved breakthroughs in "one-time dosing" and effectiveness against flu viruses, particularly for adolescents [2]. Group 2: Efficacy and Clinical Trials - Jichuan Pharmaceutical's Jike Shu is a new generation targeted RNA polymerase PA inhibitor, requiring only one dose for treatment of uncomplicated influenza in healthy adults [2]. - Angladiwei is the world's first oral drug targeting the RNA polymerase PB2 for type A influenza, showing significant symptom relief and low resistance in clinical trials [2]. - Health元 Pharmaceutical's Marpashisave Capsules are positioned to outperform existing treatments for type B influenza and in pediatric patients, utilizing a novel mechanism to inhibit viral replication [2]. Group 3: Supply Chain and Market Readiness - Companies report sufficient supply and production capacity to meet the increasing demand during the winter-spring season [3]. - Angladiwei is available through public medical institutions, major pharmacy chains, and online platforms, ensuring a robust supply chain [3]. - Jike Shu has launched on the JD Health platform, with ongoing market promotion efforts [3]. Group 4: Market Strategy and Future Outlook - Experts suggest that pharmaceutical companies should aim to be included in the dynamic adjustments of the national medical insurance catalog and enhance hospital channel coverage [4]. - As domestic influenza innovative drugs establish a stable supply system and gain positive reputations, they are expected to gradually increase their market share [4].