证券代码：600422 证券简称：昆药集团 公告编号：2025-039 号 昆药集团股份有限公司关于对外担保的进展公告 注：上述被担保人均为昆药集团股份有限公司（以下简称"本公司"、"公司" 或"昆药集团"）下属全资子公司昆药集团医药商业有限公司（以下简称"昆药商 业"）的控股子公司，不存在关联担保。 累计担保情况 对外担保逾期的累计金额（万元） 0 截至本公告日上市公司及其控股子 公司对外担保总额（万元） 45,615 对外担保总额占上市公司最近一期 经审计净资产的比例（%） 8.68 特别风险提示 □对外担保总额超过最近一期经审计净资产 100% □担保金额超过上市公司最近一期经审计净资产 50% □对合并报表外单位担保金额达到或超过最近一期经审 计净资产 30%的情况下 对资产负债率超过 70%的单位提供担保 其他风险提示 无 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。 重要内容提示： 担保对象及基本情况 | | 被担保人名称 | 康桥"） 1,200 | 曲靖市康桥医药有限责任公司（以下简称"曲靖 | | --- ...

Core Points - The company announced a cash dividend of RMB 0.30 per share (before tax) for its shareholders [1] - The total cash dividend distribution amounts to RMB 227,092,727.10 based on a total share capital of 756,975,757 shares [1] - The dividend distribution plan was approved at the annual shareholders' meeting held on June 20, 2025 [1] Distribution Details - The record date for the dividend is July 29, 2025, with the ex-dividend date and cash dividend payment date both set for July 30, 2025 [1][4] - Shareholders who are registered by the record date will receive the cash dividend through the China Securities Depository and Clearing Corporation Limited, Shanghai Branch [1] - For individual shareholders and securities investment funds holding unrestricted circulating shares, the actual cash dividend after tax will be RMB 0.30 per share, with tax implications based on holding periods [3][5] Tax Implications - For individual shareholders, the tax rate varies based on the holding period: 20% for holdings of one month or less, 10% for holdings between one month and one year, and no tax for holdings over one year [3] - Qualified Foreign Institutional Investors (QFII) will have a 10% withholding tax applied, resulting in an actual cash dividend of RMB 0.27 per share [3][5] - Other institutional investors and corporate shareholders are responsible for their own tax payments, receiving the pre-tax dividend of RMB 0.30 per share [5]

Core Viewpoint - Kunming Pharmaceutical Group Co., Ltd. has received the drug registration certificate for Carbonate Sevelamer Dry Suspension, enhancing its product pipeline in the chronic kidney disease (CKD) management sector [1][2]. Drug Basic Information - The drug is named Carbonate Sevelamer Dry Suspension with a specification of 0.8g and is classified as a prescription chemical drug (Category 3) [1]. - The drug registration number is 国药准字 H20254872, and it is produced by Kunming Beikenuoton Pharmaceutical Co., Ltd. [1]. Drug Indications - The drug is indicated for controlling hyperphosphatemia in adult patients with chronic kidney disease undergoing dialysis and those with serum phosphorus levels ≥1.78 mmol/L who are not on dialysis [2]. Market Context - Carbonate Sevelamer tablets were developed by Genzyme and approved in the U.S. in 2007, with the dry suspension form approved in the U.S. and EU in 2009 [2]. - In China, there are 10 approved manufacturers for Carbonate Sevelamer tablets, while only 3 for the dry suspension form, including the company [2]. - The domestic sales of Carbonate Sevelamer tablets are projected to be approximately 1.39 billion RMB in 2024 [2]. R&D Investment - The company has invested approximately 13.18 million RMB in the research and development of Carbonate Sevelamer Dry Suspension to date [3]. Strategic Impact - The approval of the drug registration certificate is expected to enhance the company's competitiveness in the chronic disease management market and contribute to its strategic focus on the aging health industry [3].

证券代码：600422 证券简称：昆药集团 公告编号：2025-038号 昆药集团股份有限公司 关于获得药品注册证书的公告 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。 昆药集团股份有限公司（以下简称"公司"）全资子公司昆明贝克诺顿制药有限公 司于近日收到国家药品监督管理局（以下简称"国家药监局"）核准签发的碳酸司维拉 姆干混悬剂《药品注册证书》，现将相关情况公告如下： 一、药品基本情况 药品名称：碳酸司维拉姆干混悬剂 规格：0.8g 剂型：口服混悬剂 注册分类：化学药品 3 类 处方药/非处方药：处方药 截至本公告日，公司对碳酸司维拉姆干混悬剂累计研发投入约 1,318 万元人民币。 药品批准文号：国药准字 H20254872 上市许可持有人及生产企业：昆明贝克诺顿制药有限公司 申请事项：药品注册（境内生产） 审批结论：经审查，本品符合药品注册的有关要求，批准注册，发给药品注册证 书。质量标准、说明书、标签及生产工艺照所附执行。本品上市前需通过 GMP 符合 性检查。 适应症（或功能主治）：用于控制正在接受透析治疗的慢性肾 ...

证券代码：600422 证券简称：昆药集团 公告编号：2025-037 昆药集团股份有限公司 2024年年度权益分派实施公告 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。 重要内容提示： 每股分配比例 A 股每股现金红利0.30元（含税） 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/7/29 | － | 2025/7/30 | 2025/7/30 | 差异化分红送转： 否 3. 分配方案： 本次利润分配以方案实施前的公司总股本756,975,757股为基数，每股派发现金红利0.30 元（含税），共计派发现金红利227,092,727.10元。 三、 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/7/29 | － | 2025/7/30 | 2025 ...

Core Viewpoint - Kunming Pharmaceutical Group's subsidiary, Kunming Beikenuoton Pharmaceutical Co., Ltd., has received approval from the National Medical Products Administration for the drug registration certificate of Sevelamer Carbonate Suspension, which is aimed at treating hyperphosphatemia in chronic kidney disease (CKD) patients undergoing dialysis and those not on dialysis with serum phosphorus levels ≥1.78mmol/L [1] Group 1 - The drug Sevelamer Carbonate Suspension is specifically designed for adult patients with chronic kidney disease [1] - The company has invested approximately 13.18 million RMB in the research and development of Sevelamer Carbonate Suspension [1]

Group 1 - The Chinese medicine market is experiencing rapid growth, driven by favorable policies across supply, payment, and demand sides, with the market size expected to reach 2,357 billion yuan by 2024, up from 2,085 billion yuan in 2022, reflecting an 8.8% year-on-year increase [1][11] - Yunnan is the primary supplier of Chinese medicinal materials, with a comprehensive output value of 1,650 billion yuan in 2023, accounting for a significant portion of the national market [22][24] - The market for Chinese medicinal pieces is projected to grow at nearly 15%, with revenues reaching approximately 2,500 billion yuan in 2023 [13] Group 2 - The establishment of the "Yun Medicine Traceability" platform enhances the quality control of Chinese medicinal materials through a closed-loop traceability system, covering 271 production enterprises and 303 cultivation cooperatives [29] - Yunnan Province is recognized as a national base for the modernization of Chinese medicine, with numerous research and innovation platforms contributing to the development of new products, such as the successful cultivation of wild Allium macrostemon [31][33] - The provincial government continues to implement policies to support the high-quality development of the Chinese medicinal materials industry, aiming for a total industry output value of 200 billion yuan by 2027 [34] Group 3 - Yunnan Baiyao and Kunming Pharmaceutical Group are key players in the industry, with Yunnan Baiyao focusing on four main business segments, including pharmaceuticals and health products, while Kunming Pharmaceutical Group emphasizes elderly health and innovative product development [40][45] - Yunnan Baiyao is actively building an ecological system for the Chinese medicinal materials industry, promoting standardized production and enhancing the integration of various industry participants [43] - Kunming Pharmaceutical Group is restructuring its Sanqi (Panax notoginseng) industry chain, focusing on extending, supplementing, and strengthening the chain to ensure high-quality development [47]

Investment Rating - The industry is rated positively, with expectations of overall returns exceeding the CSI 300 Index by more than 5% in the next six months [65]. Core Insights - The Chinese herbal medicine market is experiencing rapid growth, driven by favorable policies across supply, payment, and demand sides, with a market transaction value of 208.5 billion yuan in 2022, a year-on-year increase of 8.8%, and projected to reach 235.7 billion yuan by 2024 [3][21]. - Yunnan province is a major supplier of Chinese medicinal materials, with a comprehensive output value of 165 billion yuan in 2023, accounting for a significant portion of the national market [3][34]. - The report highlights the establishment of the "Cloud Medicine Traceability" platform in Yunnan, which enhances the quality control of medicinal materials through a closed-loop traceability system [4][47]. Summary by Sections 1. Rapid Growth of the Chinese Herbal Medicine Market - The market is supported by comprehensive policies that enhance the vitality of the industry, including improvements in registration, quality control, and cultural promotion [20][21]. - The midstream market for finished products is approximately 800 billion yuan, with traditional Chinese medicine (TCM) products dominating [21][26]. - The number of clinical trial applications for Chinese medicine has been increasing, indicating a growing pipeline of new products [29][30]. 2. Yunnan as a Major Supplier of Medicinal Materials - Yunnan is the richest region in China for medicinal resources, with a planting area of 8.72 million acres, leading the nation [34][37]. - The province's medicinal materials industry plays a significant role in agricultural structure optimization and rural revitalization, with over 1.446 million farmers involved [34][35]. - The report notes that over 70% of the more than 5,000 types of Chinese patent medicines use Yunnan medicinal materials [51]. 3. Key "Chain Leader" Companies - Yunnan Baiyao Group is focusing on four main business segments, including pharmaceuticals and health products, with a strategic emphasis on innovative TCM and nuclear medicine [57]. - Kunming Pharmaceutical Group is concentrating on the elderly health sector, with continuous innovation and product development in the TCM space [59][61]. - Both companies are recognized as leaders in the industry, contributing significantly to the growth and development of the TCM market in China [55][58].

Group 1 - The Artemisinin concept index increased by 0.65%, ranking 10th among concept sectors, with four stocks rising, including Haizheng Pharmaceutical which hit the daily limit, and Zhejiang Medicine, Huaren Shuanghe, and Baiyunshan also showing gains of 0.79%, 0.69%, and 0.08% respectively [1] - The leading decliners in the sector included Rundu Co., New Harmony, and Kunming Pharmaceutical, which fell by 1.41%, 1.36%, and 1.17% respectively [1] - The net inflow of main funds into the Artemisinin concept sector was 95 million yuan, with Haizheng Pharmaceutical receiving the highest net inflow of 105 million yuan, followed by Zhejiang Medicine, New Harmony, and Baihua Pharmaceutical with net inflows of 25.71 million yuan, 9.91 million yuan, and 2.14 million yuan respectively [2][3] Group 2 - In terms of fund inflow ratios, Haizheng Pharmaceutical, Zhejiang Medicine, and Baihua Pharmaceutical had the highest net inflow rates of 9.03%, 5.48%, and 2.27% respectively [3] - The trading performance of key stocks in the Artemisinin concept included Haizheng Pharmaceutical with a daily increase of 10.02% and a turnover rate of 9.22%, while Zhejiang Medicine rose by 0.79% with a turnover rate of 3.19% [3][4] - Other stocks such as New Harmony and Baihua Pharmaceutical experienced declines of 1.36% and 0.41% respectively, with turnover rates of 1.04% and 3.34% [3][4]

Group 1 - The core viewpoint of the article highlights that Kunming Pharmaceutical Group is focusing on the opportunities presented by the aging economy, particularly in the areas of premium traditional Chinese medicine and chronic disease management [1] - The company has a high accounts receivable due to long payment terms in the pharmaceutical distribution sector and has implemented measures to ensure the stability of its cash flow [1] - By 2025, the company aims to position itself as a leader in the aging health industry, with a strategic focus on its 14th Five-Year Plan [1] Group 2 - Marketing reforms will concentrate on brand promotion and terminal sales, establishing a diversified channel layout [1] - The company is focusing on the emotional health market with its Shugan Granules product, aiming to enhance product coverage in both hospital and retail settings [1] - The pharmaceutical distribution business will optimize its existing business structure to address competition issues within the industry [1] Group 3 - The company plans to achieve effective growth in its blood clotting oral products by 2025, utilizing collective procurement opportunities to enhance the coverage of its blood clotting series products across various medical institutions [1]