Core Viewpoint - The successful launch of the world's first microbial green manufacturing project for trans-aconitic acid by Qingdao Energy Institute and Shandong Lukang Pharmaceutical marks a significant breakthrough in the accessibility of this important chemical raw material, which will effectively promote the rapid development of downstream applications such as bio-based materials and biopesticides [1][3]. Group 1: Project Overview - The project was officially launched on May 29 in Jining, Shandong, and represents a major advancement in the microbial green manufacturing technology for trans-aconitic acid [1]. - The technology has been recognized as internationally leading, having overcome challenges in microbial green manufacturing, and has established the world's first demonstration line for this production method [3][4]. Group 2: Technological Innovations - The project utilized a high acid-resistant strain of Aspergillus niger as the chassis cell and developed key technologies including enabling technology platforms, efficient cell factories, fermentation process demonstration, and separation and purification processes [3]. - The successful scale-up of fermentation processes was achieved at a pilot level of ten tons, demonstrating the feasibility of large-scale production [3]. Group 3: Applications and Impact - The project has led to the development of environmentally friendly, safe, and economical new bio-based plasticizers derived from trans-aconitic acid, providing innovative solutions for sectors such as medical devices, electrical cables, and specialty rubber [4]. - The project has been awarded the highest prize at the first National Disruptive Technology Innovation Competition, showcasing its potential to lead industry innovation through technology [5].

Investment Rating - The report maintains a "Recommendation" rating for the animal health industry, expecting it to outperform the benchmark index by over 5% in the next 3-6 months [79]. Core Insights - The report highlights significant growth in vaccine approvals for circular, pseudorabies, and diarrhea vaccines, with notable year-on-year increases [7][8]. - The animal drug raw material market shows a continued strong performance in macrolide products, with price indices reflecting a structural differentiation among various products [52][53]. - The overall demand for animal health products is expected to recover, driven by improved profitability in the breeding sector and the introduction of new products [68][69]. Summary by Sections Vaccine Approvals - In April, major vaccine varieties for pigs showed substantial year-on-year growth, with circular vaccine up by 71.2%, pseudorabies vaccine by 73.3%, and diarrhea vaccine by 220% [7][8]. - Cumulative data from January to April indicates most vaccine types experienced significant growth, particularly in pig vaccines, with circular vaccine up by 52.3% and pseudorabies vaccine by 48.2% [8][9]. Raw Material Prices - As of the end of April, the Veterinary Pharmaceutical Index (VPI) was 69.2, reflecting a 5.6% increase from the previous month and a 13.4% increase year-on-year [52][53]. - Prices for macrolide products such as Tylosin, Tylvalosin, and Tilmicosin have shown strong performance, with increases of 10.1%, 17.6%, and 15.4% respectively compared to the end of March [53][54]. Market Outlook - The report anticipates a stable upward trend in the demand for animal health products, supported by a robust breeding sector and ongoing product innovation [68][69]. - The competitive landscape is expected to lead to a dual recovery in performance and valuation for the sector, with a focus on larger companies that can leverage their financial strength and product diversity [69][70]. Investment Recommendations - The report suggests focusing on companies such as Reap Bio, Kexin Bio, and others, which are well-positioned to benefit from the anticipated market recovery [68][70].

Core Viewpoint - The pharmaceutical sector is experiencing significant activity, with over 8 billion yuan in main fund inflows, and certain stocks are expected to see substantial increases in the coming week due to policy support for innovative drugs and the inclusion of 38 new drugs in the medical insurance directory [1] Group 1: Market Activity - The main funds have aggressively purchased stocks in the pharmaceutical sector, exceeding 8 billion yuan [1] - Certain stocks are anticipated to rise significantly next week, driven by the recent policy changes [1] Group 2: Innovative Drug Valuation - The valuation recovery potential for innovative drugs is expected to exceed 30% following the implementation of medical insurance payment reforms [1] - The SQ conference on May 30 will feature the global debut of 120 clinical data from China, attracting smart capital to related stocks [1] Group 3: Key Companies and Their Performance - Longyi Zhaoyan's new drug is showing bullish technical indicators, with daily moving averages in a bullish arrangement and a breakout above previous highs [1] - Longyi Kailaiying, a leading player in the CXO sector, has seen a significant rebound, with 74% of its revenue coming from overseas orders, benefiting from the global recovery of innovative drugs [1] - Longyi Taige Pharmaceutical, a leader in clinical CRO, has experienced a 50% surge in order volume and a net inflow of over 30 million yuan [1] - Longyi Kanghong's Langmu Kangbeixipu achieved over 10 billion yuan in sales last year, holding a 52% market share in the eye medicine sector, with a net inflow of 68 million yuan [1] - Longyi Haoyuan Pharmaceutical, a leader in pharmaceutical intermediates, reported a 272% year-on-year increase in net profit in Q1, with a net inflow of 47 million yuan [1] - Longyi Fuxing Pharmaceutical is accelerating its mRNA vaccine exports, with a net inflow of 55 million yuan [1] - Longyi Huasen Pharmaceutical, a rising star in traditional Chinese medicine, is expected to double its net profit in 2024, with a net inflow of 74 million yuan [1] - Longyi Rejing Biological's liver cancer early screening data has attracted attention, with a market value of only 3 billion yuan and a net inflow of 47 million yuan [1] - Longyi Lukang Pharmaceutical, a leader in antibiotics, is benefiting from increased demand due to epidemic prevention, with a net inflow exceeding 100 million yuan [1] - Longyi Lianhua Technology, a leader in pharmaceutical intermediates, reported a significant year-on-year increase in net profit in Q1 due to industry chain shifts [1]

今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 猪肉 | 2.39 | 可控核聚变 | -3.47 | | 养鸡 | 1.94 | 减速器 | -3.18 | | 创新药 | 1.56 | EDR概念 | -3.01 | | 动物疫苗 | 1.35 | 人形机器人 | -2.90 | | 眼科医疗 | 1.30 | 一体化压铸 | -2.79 | | 细胞免疫治疗 | 1.25 | 汽车热管理 | -2.63 | | 青蒿素 | 1.17 | 无线充电 | -2.51 | | 仿制药一致性评价 | 1.16 | 铜缆高速连接 | -2.49 | | 重组蛋白 | 1.11 | 拼多多概念 | -2.48 | | 生物疫苗 | 1.01 | 智能座舱 | -2.48 | 资金面上看，今日仿制药一致性评价概念板块获主力资金净流入4.35亿元，其中，63股获主力资金净流 入，6股主力资金净流入超5000万元，净流入资金居首的是千红制药，今日主力资金净流入2.20亿元， 净流入资金居前的还有海南海药、哈三联、鲁抗医药 ...

证券代码：600789 证券简称：鲁抗医药 公告编号：2025-026 山东鲁抗医药股份有限公司 关于子公司药品通过仿制药一致性评价的公告 剂型： 片剂 规格：0.25g（按 C38H72N2O12计） 原药品批准文号：国药准字 H20033298 药品注册标准编号：YBH12372025 注册分类：化学药品 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，山东鲁抗医药股份有限公司（以下简称"公司"）控股子公司山东鲁 抗医药集团赛特有限责任公司（以下简称"赛特公司"） 收到国家药品监督管理 局颁发的关于阿奇霉素片（以下简称"该药品"）通过仿制药质量和疗效一致性 评价的《药品补充申请批准通知书》（批件号：2025B02344）。现将相关情况公 告如下： 一、药品证书基本信息 药品名称： 阿奇霉素片 三、对公司的影响及风险提示 赛特公司阿奇霉素片通过一致性评价，有效提升了该药品的市场竞争力，有 利于增加市场销量，同时为后续产品开展仿制药一致性评价工作积累了有益的经 验。药品的生产和销售容易受国家政策、市场环境等诸多因素的影响 ...

山东鲁抗医药股份有限公司（以下简称"公司"）分别于2022年8月10日召 开第十届董事会第十二次（临时）会议、2022年9月15日召开2022年第一次临时 股东大会，审议通过了《关于政府收储部分国有土地使用权的议案》，同意公 司与济宁市自然资源和规划局签订《济宁市国有建设用地使用权收回合同》， 将公司南厂区五宗国有建设用地237100平方米（折合约355.65亩，其中含原山 东鲁抗医药集团有限公司土地14675平方米，委托本公司统一办理）进行收储， 并支付公司土地收储包干补偿费36039.60万元（其中含原山东鲁抗医药集团有 限公司土地包干补偿费2282.256万元，系公司接受山东鲁抗医药集团有限公司 委托代为办理相关手续，不计入公司账面值）。公司已按约定完成土壤治理修 复等工作，并于2024年6月27日完成土地整体移交。具体内容详见公司于2022年 www.sse.com.cn披露的《鲁抗医药关于政府收储部分国有土地使用权的公告》 （公告编号：2022-053）、《鲁抗医药2022年第一次临时股东大会决议公告》 （公告编号：2022-066）、《鲁抗医药关于公司南厂区土地办理完成移交手续 暨进展公告》（公告 ...

一、情况概述 山东鲁抗医药股份有限公司（以下简称"公司"）分别于2022年8月10日召 开第十届董事会第十二次（临时）会议、2022年9月15日召开2022年第一次临时 股东大会，审议通过了《关于政府收储部分国有土地使用权的议案》，同意公 司与济宁市自然资源和规划局签订《济宁市国有建设用地使用权收回合同》， 将公司南厂区五宗国有建设用地237100平方米（折合约355.65亩，其中含原山 东鲁抗医药集团有限公司土地14675平方米，委托本公司统一办理）进行收储， 并支付公司土地收储包干补偿费36039.60万元（其中含原山东鲁抗医药集团有 限公司土地包干补偿费2282.256万元，系公司接受山东鲁抗医药集团有限公司 委托代为办理相关手续，不计入公司账面值）。公司已按约定完成土壤治理修 复等工作，并于2024年6月27日完成土地整体移交。具体内容详见公司于2022年 8 月 11 日 、 2022 年 9 月 16 日 、 2024 年 6 月 29 日 在 上 海 证 券 交 易 所 网 站 www.sse.com.cn披露的《鲁抗医药关于政府收储部分国有土地使用权的公告》 证券代码:600789 证券简称: ...

药品名称：苯磺酸左氨氯地平片 剂型：片剂 证券代码：600789 证券简称：鲁抗医药 公告编号：2025—024 山东鲁抗医药股份有限公司 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。 近日，山东鲁抗医药股份有限公司（以下简称"公司"）收到国家药品监督管 理局颁发的关于苯磺酸左氨氯地平片（以下简称"该药品"）的《药品注册证书》 （证书编号：2025S01355、2025S01354），该药品批准注册。现将相关情况公 告如下： 一、药品证书基本信息 审批结论：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。 二、药品研发及市场情况 苯磺酸左氨氯地平片为钙通道阻滞药，阻滞心肌和血管平滑肌细胞外钙离子 经细胞膜的钙离子通道（慢通道）进入细胞内，因而具有抗高血压作用。通过扩 张外周小动脉，降低外周阻力，减少心肌耗氧量；扩张正常和缺血区的冠状动脉 即冠状小动脉，增加心肌供氧以减轻心肌缺血缓解心绞痛。 经查询，国内现有 18 家企业通过一致性评价或按新注册分类仿制药获批。 根据 PDB 数据显示，苯磺 ...

Core Viewpoint - The company has received the drug registration certificate for Amlodipine Besylate Tablets from the National Medical Products Administration, which is expected to enhance its market competitiveness [1] Group 1: Drug Registration and Market Impact - The drug Amlodipine Besylate Tablets is a calcium channel blocker with antihypertensive effects [1] - The estimated domestic sales for the drug in 2024 are approximately 4.671 billion yuan [1] - The company invested around 8.2991 million yuan in the research and development of this drug [1]

证券代码：600789 证券简称：鲁抗医药 公告编号：2025—023 山东鲁抗医药股份有限公司 关于上海证券交易所对公司 2024 年年度报告的 事后审核问询函的回复 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。 山东鲁抗医药股份有限公司（以下简称"公司"）于近期收到上海证券交易所 《关于山东鲁抗医药股份有限公司 2024 年年度报告的事后审核问询函》（上证 公函【2025】0369 号）（以下简称"《问询函》"）。根据《问询函》的要求， 公司对 2024 年年度报告相关事项回复并补充披露如下： 一、关于土地收储收益的确认 公告显示，公司 2016 年实施"退城进园"，当地政府拟将公司南厂区及控 股股东五宗国有建设用地进行收储，收储补偿费约 3.6 亿元，其中含控股股东补 偿费 0.23 亿元。2020 年公司顺利完成搬迁工作，搬迁完成时公司将相关土地、 地上附着物净值计入长期应收款。2024 年 6 月，公司按约定完成土壤治理修复 等工作，完成土地整体移交。年报显示，土地收储收益 1.52 亿元，公司一次性 计入 202 ...