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华创医药投资观点、研究专题周周谈第134期:中药企业的创新布局-20250712
Huachuang Securities· 2025-07-12 07:39
www.hczq.com 证券研究报告 | 医药生物 | 2025年7月12日 华创医药投资观点&研究专题周周谈 · 第134期 中药企业的创新布局 联系人:高初蕾 赵建韬 华创医药团队: 首席分析师 郑辰 联席首席分析师 刘浩 医疗器械组组长 李婵娟 中药和流通组组长 高初蕾 分析师 王宏雨 分析师 朱珂琛 执业编号:S0360520110002 邮箱:zhengchen@hcyjs.com 执业编号:S0360520120002 邮箱:liuhao@hcyjs.com 执业编号:S0360520110004 邮箱:lichanjuan@hcyjs.com 执业编号:S0360524070002 邮箱:gaochulei@hcyjs.com 执业编号:S0360523080006 邮箱:wanghongyu@hcyjs.com 执业编号:S0360524070007 邮箱:zhukechen@hcyjs.com 本报告由华创证券有限责任公司编制 卖的出价或询价。本报告所载信息均为个人观点,并不构成对所涉及证券的个人投资建议。 请仔细阅读PPT后部分的分析师声明及免责声明。 @2021 华创 版权所有 第一部 ...
华创医药周观点:中药企业的创新布局2025/07/12
华创医药组公众平台· 2025-07-12 07:05
部分 第 01 行情回顾 02 板块观点和投资组合 03 行业和个股事件 本周行情回顾 =半创研究 本周中信一级行业指数涨跌幅 本周涨幅排名前/后十名的股票 ST未名 -18.51 前沿生物-U 41.43% 7% -13.36% 神州细胞 美迪西 38.92% 6% 舒泰伸 联环药业 38.58% -11.61% 5%6 一品红 康辰药业 27.28% 4%6 海辰药业 启迪药业 26.89% 3% 华海药业 2% 华纳药厂 24.44% 1% 美诺华 浩欧博 22.72% os 永安药业 塞力医疗 22.06% 新闻 48 14 18 1987 1989 荣昌生物 福瑞股份 20.83% 8.84% 创新医疗 20.76% 广生堂 -8.66% 30% -10% -596 -15% 10% 证监会审核华创证券投资咨询业务资格批文号:证监许可(2009) 1210 号 第二部分 01 行情回顾 板块观点和投资组合 02 03 行业和个股事件 整体观点和投资主线 =半创研究 · 整体观点:当前医药板块的估值处于低位,公募基金(剔除医药基金)对医药板块的配置处于低位,考虑到美债利率等宏观环境 因素的积极恢复、大 ...
聚力打造并购“生态雨林” 深圳证监局引导资本向“新”聚集
Zhong Guo Zheng Quan Bao· 2025-07-09 21:03
Group 1 - China Resources Sanjiu (华润三九) acquired 28% stake in Tianshili (天士力) to strengthen its full industry chain layout in traditional Chinese medicine [1] - Luxshare Precision (立讯精密) acquired part of the subsidiary equity of Wentai Technology (闻泰科技) to enhance its ODM resources in the Android ecosystem [1] - Zhizheng Co., Ltd. (至正股份) plans to acquire 99.97% of Advanced Packaging Materials International Ltd. to transition from rubber and plastic manufacturing to semiconductor packaging materials and specialized equipment [1] Group 2 - Since the release of the "Six Merger Rules" by the China Securities Regulatory Commission (证监会), Shenzhen's merger and acquisition market has seen a surge, with 263 new disclosed M&A transactions and a total transaction amount exceeding 57 billion yuan [1][4] - The "Six Merger Rules" aim to enhance the role of the capital market in M&A, support the injection of quality assets into listed companies, and improve investment value [2][3] - The Shenzhen Municipal Financial Office has proposed an action plan to promote high-quality development of M&A, introducing 14 innovative measures [2] Group 3 - The M&A market in Shenzhen is characterized by strong chain reinforcement, accelerated business integration among state-owned enterprises, and cross-industry mergers aiding transformation and upgrading [4] - Notable cases include China General Nuclear Power (中国广核) acquiring 100% of the subsidiary Taishan Nuclear Power, enhancing its nuclear energy project reserves and market share [4] Group 4 - Shenzhen is recognized for its unique ecological conditions supporting M&A, with over 20,000 national high-tech enterprises and more than 1,020 national specialized and innovative "little giant" companies [6] - The city has a robust private equity and venture capital fund management scale exceeding 1.5 trillion yuan, fostering a fertile environment for M&A activities [6] Group 5 - The Shenzhen Securities Regulatory Bureau has established a merger and acquisition project resource library, collecting over 500 potential M&A targets, including more than 460 specialized and innovative enterprises [7] - Future plans include enhancing the resource library and facilitating project matching and roadshows to better serve various M&A needs [7]
深圳证监局引导资本向“新”聚集
Zhong Guo Zheng Quan Bao· 2025-07-09 20:47
华润三九收购天士力28%的股权,巩固在中药领域的全产业链布局;立讯精密收购闻泰科技部分子公司 股权,补足安卓生态ODM资源;至正股份拟收购先进封装材料国际有限公司99.97%的股权,由橡胶及 塑料制造商向半导体封装材料和专用设备行业转型…… 政策"阳光"普照 并购重组是企业实现基业长青的"关键棋"、突破增长瓶颈的"高速路",也是经济高质量发展的"助推 器"。新"国九条"发布以来,并购重组政策红利持续释放。 2024年9月,证监会发布"并购六条",以发挥资本市场在企业并购重组中的主渠道作用,适应新质生产 力的需要和特点,支持上市公司注入优质资产、提升投资价值。 招商证券党委书记、董事长霍达表示,"并购六条"通过允许收购未盈利资产、放宽跨界并购限制、完善 吸并锁定期等规定,向市场传递了积极发展新质生产力、鼓励产业整合的明确信号,拓宽"链主"企业遴 选优质标的的范围,释放了积极有力的政策红利,有利于激发并购重组市场活力,促进并购交易的市场 化发展。 "并购六条"发布后,深圳证监局等有关部门陆续出台并购重组支持政策,健全制度保障。2024年11月, 深圳市委金融办就《深圳市推动并购重组高质量发展的行动方案》公开征求意 ...
李利在天津调研支持医药产业研发创新工作
news flash· 2025-06-25 10:30
Core Viewpoint - The National Medical Products Administration (NMPA) is focusing on enhancing the regulatory framework for pharmaceuticals and medical devices to promote innovation and streamline the approval process for new products [1] Group 1: Regulatory Reforms - The NMPA is implementing a strategy of "early intervention, tailored approaches for each company, comprehensive guidance, and collaborative review" to improve communication and service throughout the product development process [1] - There is an emphasis on replicating and promoting pilot experiences to shorten the review and approval timelines for innovative drugs and medical devices [1] Group 2: Encouragement of Clinical Trials - The NMPA is encouraging the conduct of international multi-center clinical trials to facilitate the simultaneous development, application, review, and market launch of global innovative drugs and medical devices in China [1]
天士力(600535):中药现代化领军企业,华润入主,厚积薄发
Soochow Securities· 2025-06-22 06:28
证券研究报告·公司深度研究·中药Ⅱ 天士力(600535) 中药现代化领军企业,华润入主,厚积薄发 2025 年 06 月 22 日 买入(首次) | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 8,674 | 8,498 | 8,994 | 9,606 | 10,189 | | 同比(%) | 0.42 | (2.03) | 5.83 | 6.81 | 6.06 | | 归母净利润(百万元) | 1,071.07 | 955.59 | 1,152.06 | 1,335.09 | 1,503.11 | | 同比(%) | 505.34 | (10.78) | 20.56 | 15.89 | 12.58 | | EPS-最新摊薄(元/股) | 0.72 | 0.64 | 0.77 | 0.89 | 1.01 | | P/E(现价&最新摊薄) | 21.62 | 24.23 | 20.10 | 17.34 | 15.41 | [T ...
天士力领航中药智造新征程:第十届智慧制药学术产业大会展现数智化转型标杆力量
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-12 04:49
Core Insights - The 10th Smart Pharmaceutical Academic Industry Conference was held in Tianjin, showcasing advancements in traditional Chinese medicine and smart manufacturing [1][3] - Tianshili Pharmaceutical Group played a significant role in the conference, presenting its strategic layout and technological breakthroughs in smart manufacturing [3][10] - The conference emphasized the importance of digital transformation in the pharmaceutical industry, with Tianshili leading initiatives to establish industry standards [3][10] Group 1: Conference Highlights - The conference gathered over 300 industry elites and top experts, including Academician Zhang Boli, to discuss the future of smart pharmaceuticals [1] - Tianshili's Chairman Zhou Hui and other executives presented reports on the company's advancements in digital quality systems and smart manufacturing technologies [3][5] - The event featured the launch of the "Pharmaceutical Industry Digital Action Tianjin Initiative," highlighting Tianshili's leadership in industry transformation [3][10] Group 2: Technological Innovations - Tianshili's digital quality system integrates blockchain traceability, AI process optimization, and smart equipment control, enhancing product quality consistency to international standards [5][12] - The company developed a fifth-generation high-speed jet granulator, addressing production challenges and significantly improving efficiency [7][8] - Tianshili's smart production line automates the entire process from raw material input to finished product packaging, showcasing its commitment to technological advancement [8][12] Group 3: Research and Development - Tianshili has established a comprehensive R&D model that integrates modern Chinese medicine, biopharmaceuticals, and precision medicine, leading to the launch of new products [12] - The company has completed three new drug registration applications and seven clinical research applications in the past year, with a pipeline of 98 products, including 33 innovative drugs [10][12] - Tianshili's commitment to digital transformation and R&D innovation positions it as a leader in modernizing the traditional Chinese medicine industry [12][13] Group 4: Future Outlook - The release of the Tianjin Initiative marks a new phase of collaborative innovation in the pharmaceutical industry's digital transformation [13] - Tianshili aims to empower the health of China through its "Digital Chinese Medicine + Innovative Chinese Medicine" strategy, emphasizing the necessity of digital transformation for the industry [13] - The company is poised to continue leading the modernization of traditional Chinese medicine through technological advancements and patient-centered approaches [13]
天士力(600535) - 天士力关于全资子公司药品硫酸氨基葡萄糖胶囊获得药品注册证书的公告
2025-06-10 16:31
证券代码:600535 证券简称:天士力 编号:临 2025-044 号 关于全资子公司药品硫酸氨基葡萄糖胶囊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个别及连带责任。 近日,天士力医药集团股份有限公司(以下简称"公司")之全资子公司天津 天士力圣特制药有限公司(以下简称"天士力圣特")收到国家药品监督管理局颁 发的关于硫酸氨基葡萄糖胶囊(以下简称"该药品")的《药品注册证书》,现将 相关情况公告如下: 一、药品的基本情况 药品名称:硫酸氨基葡萄糖胶囊 剂型:胶囊剂 规格:0.25g(按硫酸氨基葡萄糖计)或 0.314g(按硫酸氨基葡萄糖氯化钠计) 注册分类:化学药品 4 类 证书编号:2025S01694 药品批准文号:国药准字 H20254443 上市许可持有人:天津天士力圣特制药有限公司 天士力医药集团股份有限公司 生产企业:天津天士力圣特制药有限公司 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,批准注册,发给药品注册证书。同意本品按甲类非处方药 管理。 ...
万科首次出售A股库存股;腾讯音乐拟收购喜马拉雅丨公告精选
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-10 13:47
Group 1 - Vanke A announced the sale of 22 million A-share treasury stocks for a total of 146 million yuan, representing 0.18% of the company's total share capital, aimed at supplementing liquidity without impacting current profits [1] - Tencent Music plans to acquire 100% of Himalaya for a total consideration of $1.26 billion, which includes cash and shares, to expand its audio content ecosystem [1] - Dongfang Electric Heat signed a strategic cooperation agreement with Xiaomi's subsidiary to develop robotic electronic skin, focusing on flexible fabric pressure sensing applications [3] Group 2 - Chengdu Huamei launched a 4-channel, 12-bit, 16G high-precision RF direct sampling ADC chip, marking a significant breakthrough in high-speed data conversion technology [4] - Jinshi Technology clarified that it has not engaged in any business related to stablecoins, despite recent market interest, and noted a significant stock price increase of 76.51% over six trading days [5] - Xiantan Co. reported a 14.22% year-on-year increase in chicken product sales revenue for May, amounting to 469 million yuan [7]
天士力(600535) - 天士力关于全资子公司药品硫酸氨基葡萄糖胶囊获得药品注册证书的公告
2025-06-10 08:00
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个别及连带责任。 近日,天士力医药集团股份有限公司(以下简称"公司")之全资子公司天津 天士力圣特制药有限公司(以下简称"天士力圣特")收到国家药品监督管理局颁 发的关于硫酸氨基葡萄糖胶囊(以下简称"该药品")的《药品注册证书》,现将 相关情况公告如下: 证券代码:600535 证券简称:天士力 编号:临 2025-044 号 一、药品的基本情况 天士力医药集团股份有限公司 关于全资子公司药品硫酸氨基葡萄糖胶囊获得药品注册证书的公告 药品名称:硫酸氨基葡萄糖胶囊 剂型:胶囊剂 规格:0.25g(按硫酸氨基葡萄糖计)或 0.314g(按硫酸氨基葡萄糖氯化钠计) 二、药品的相关信息 硫酸氨基葡萄糖胶囊适用于原发性及继发性骨关节炎。硫酸氨基葡萄糖胶囊原 研药于 1982 年在意大利获批上市,持证商为 ROTTAPHARM S.P.A,商品名为 Viartril-S,1996 年在中国获批上市。2018 年国家药品监督管理局根据《处方药与 非处方药分类管理办法(试行)》的规定,将该药品由处方药转换为 ...