担保对象及基本情况 | | 被担保人名称 | | 万元 | 华北制药河北华民药业有限责任公司 | | --- | --- | --- | --- | --- | | | 本次担保金额 | 14,000 | | | | 担保对象 | 实际为其提供的担保余额 | 68,300 | 万元 | | | | 是否在前期预计额度内 | √是 | □否 | □不适用：_________ | | | 本次担保是否有反担保 | □是 | √否 | □不适用：_________ | 证券代码：600812 证券简称：华北制药 公告编号：临 2026-005 华北制药股份有限公司 关于为下属子公司提供担保的公告 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。 重要内容提示： 累计担保情况 | 对外担保逾期的累计金额（万元） | 9,000 | | --- | --- | | 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） | 164,403.06 | | 对外担保总额占上市公司最近一 期经审计净资产的比例（%） | 30.50% | | ...

Core Insights - The continuous stable development of the domestic economy is driving demand growth in downstream industries such as pharmaceuticals, food, and chemicals, providing a broad domestic market space for the glucose industry [1][5]. Glucose Industry Overview - Glucose is a widely distributed colorless monosaccharide that is soluble in water and has a sweet taste, with extensive applications in various sectors including pharmaceuticals, chemicals, food, and fermentation [2][4]. - The glucose industry is categorized into industrial glucose, edible glucose, and medicinal glucose based on application [2]. Market Demand and Production - In 2024, China's glucose production is projected to reach 4.6988 million tons, with a market size of 11.703 billion yuan and a demand of 3.3089 million tons [1][6]. - The demand breakdown for 2024 includes: food sector 1.4526 million tons (43.9%), chemical sector 0.8008 million tons (24.2%), derivatives 0.4897 million tons (14.8%), pharmaceuticals 0.3342 million tons (10.1%), and feed and others 0.2316 million tons (7.0%) [1][5]. - For 2025, production is expected to be approximately 4.7772 million tons, with a market size of about 12.248 billion yuan and a demand of around 3.5642 million tons [1][6]. Industry Development Environment - The increasing demand for glucose is supported by national policies aimed at ensuring quality safety and promoting healthy industry development [4]. Industry Chain - The glucose industry chain includes upstream agricultural crop cultivation (corn, wheat, potatoes, rice), enzyme production, chemical reagent supply, and equipment manufacturing [6]. - The quality and stability of upstream processes directly impact production costs and product quality in the glucose industry [6]. Industry Barriers - The glucose industry has significant entry barriers due to the unique characteristics of deep processing of agricultural products, particularly in a circular economy model [7]. Industry Development History - The development of China's glucose industry can be divided into three stages: initiation and exploration (1950s-1980s), explosive growth (1990s-2010), and high-quality development (2010-present) [7]. Competitive Landscape - China is a major global producer of glucose, with significant production capacity concentrated in companies such as Xiwang Group and Shengtai Group [8]. - As of 2024, the glucose industry capacity in China is estimated at 5.22 million tons [8]. Industry Trends - The glucose industry is experiencing positive R&D and production trends, with ongoing technological innovations driving industry upgrades [9]. - There is a growing focus on green production technologies to reduce waste emissions, alongside the development of functional glucose products to meet diverse market demands [9][10].

Policy Developments - The National Health Commission released the "Guidelines for Clinical Application of New Antitumor Drugs (2025 Edition)" to standardize the clinical use of new antitumor drugs, which include small molecule targeted drugs and monoclonal antibodies [2] Drug and Device Approvals - North China Pharmaceutical announced it received a drug registration certificate for Tacrolimus capsules (0.5mg, 1mg), which is an immunosuppressant used to prevent organ transplant rejection [4] - A new lung cancer early diagnosis kit developed by the Hangzhou Institute of Medicine has been approved for market release, potentially improving early diagnosis rates for lung cancer [5] Financial Reports - YaoXingTang projected a net profit of 260 million to 330 million yuan for 2025, representing a year-on-year increase of 127.79% to 189.12%, driven by improved operational efficiency and resource allocation [7] - MaiDe Medical expects a revenue of approximately 447 million yuan for 2025, marking a year-on-year increase of about 62.81%, and anticipates a net profit of around 66.52 million yuan, indicating a turnaround from previous losses [8] Capital Market Activities - Tongrentang Medical submitted an IPO application to the Hong Kong Stock Exchange, with CICC as the sponsor [10] - New Jingzhiyuan Biotech completed over 200 million yuan in Series B financing, led by Xingze Capital and a well-known industry fund [11] Industry Developments - Over 40% of county-level traditional Chinese medicine hospitals have initiated the establishment of county medical communities, with a total of 3,099 such communities formed across 2,199 counties and cities [13] - The National Health Commission reported that all tertiary public traditional Chinese medicine hospitals have achieved full coverage in pediatrics, enhancing health services for children and the elderly [14]

Core Viewpoint - North China Pharmaceutical (600812.SH) has received approval from the National Medical Products Administration for the registration of Tacrolimus capsules (0.5mg, 1mg), a potent immunosuppressant used to prevent organ rejection after liver or kidney transplants [1]. Company Summary - The approved product, Tacrolimus, is designed to inhibit the formation of cytotoxic lymphocytes, which are the primary factors in graft rejection [1]. - Tacrolimus is indicated for use in preventing graft rejection after liver or kidney transplants, particularly when other immunosuppressive medications are ineffective [1].

Group 1 - Huabei Pharmaceutical has received the drug registration certificate for Tacrolimus capsules from the National Medical Products Administration [1] - The product name is "Tacrolimus Capsules" [1] Group 2 - International gold prices have surpassed $5000, marking a 280% increase over the past seven years [1] - Future trends in gold prices are expected to depend on the US dollar, international monetary system, interest rate cuts, and technological revolutions [1]

证券代码：600812 股票简称：华北制药 编号：临 2026-004 关于公司获得《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，华北制药股份有限公司（以下简称"公司"）收到国家药品监 督管理局核准签发的他克莫司胶囊（0.5mg、1mg）《药品注册证书》，现 将有关情况公告如下： | 药品名称 | | 药品通用名称：他克莫司胶囊 | | | | --- | --- | --- | --- | --- | | | | 英文名/拉丁名：Tacrolimus Capsules | | | | 主要成分 | | 他克莫司 | | | | 剂 | 型 | 胶囊剂 | 申请事项 | 药品注册（境内生 产） | | 规 | 格 | 0.5mg、1mg | 注册分类 | 化学药品 4 类 | | 药品注册标准编号 | | YBH35192025 | 药品有效期 | 18 个月 | | 包装规格 | | 10 粒/板，2 板/袋， 1 袋/盒。10 粒/板， 5 板/袋，1 袋/盒 | 处方药/非处方药 | 处方 ...

Core Viewpoint - The company has received approval from the National Medical Products Administration for the registration of Tacrolimus capsules (0.5mg, 1mg), which are potent immunosuppressants used to prevent organ rejection after liver or kidney transplants [1] Group 1 - The Tacrolimus capsules were originally submitted for registration by Jiangsu Hechen Pharmaceutical Co., Ltd. in June 2024 and received a drug registration acceptance number [1] - During the review period, there was a change in the drug registration applicant, with the company becoming the marketing authorization holder [1] - The drug was approved on January 2026, and it is considered to have passed the consistency evaluation of quality and efficacy for generic drugs [1]

Investment Rating - The industry rating is neutral, indicating that the overall return is expected to be between -5% and 5% relative to the CSI 300 index over the next six months [9]. Core Insights - The pharmaceutical sector experienced a gain of 1.26% on January 23, 2025, outperforming the CSI 300 index by 1.71 percentage points, ranking 10th among 31 sub-industries in the Shenwan classification. Notable performers included offline pharmacies (+6.79%), pharmaceutical distribution (+2.66%), and vaccines (+2.26%), while blood products (+0.58%), medical R&D outsourcing (+0.68%), and in vitro diagnostics (+1.37%) lagged behind [4]. - Takeda's new drug Oveporexton has been proposed for priority review by the National Medical Products Administration (NMPA) in China, aimed at treating narcolepsy type 1 in patients aged 16 and above. The drug has shown positive results in two pivotal Phase 3 studies [5]. Sub-industry Summary - Chemical Pharmaceuticals: No rating [3] - Traditional Chinese Medicine: No rating [3] - Biopharmaceuticals II: Neutral [3] - Other Pharmaceuticals: Neutral [3]

Core Viewpoint - North China Pharmaceutical Group's subsidiary, North China Pharmaceutical Group Shentai Pharmaceutical Co., Ltd., has received a GMP compliance inspection notice from the Hebei Provincial Drug Administration for its product, Piperacillin Sodium, which is used to treat infections caused by Pseudomonas aeruginosa and other sensitive Gram-negative bacteria [1]. Group 1 - The product name is Piperacillin Sodium, which is primarily indicated for pneumonia, sepsis, respiratory, biliary, and urinary tract infections, as well as subacute endocarditis and purulent meningitis [1].

特此公告。 华北制药股份有限公司 2026 年 1 月 23 日 关于增加指定信息披露媒体的公告 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。 华北制药股份有限公司（以下简称"公司"）目前指定的信息披露媒 体 为 《 中 国 证 券 报 》 《 上 海 证 券 报 》 和 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）。为拓宽信息发布渠道，提升信息披露的覆盖面和影 响力，公司自本公告披露之日起，增加《证券日报》为指定信息披露媒体。 增加后，公司的指定信息披露媒体为《中国证券报》《上海证券报》《证 券日报》和上海证券交易所网站（www.sse.com.cn）。 公司所有公开披露的信息均以在上述指定信息披露媒体刊登的正式公 告为准。敬请广大投资者关注，并注意投资风险。 证券代码：600812 证券简称：华北制药 编号：临 2026-002 华北制药股份有限公司 1 ...