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]

产品名称：哌拉西林钠，适应症：哌拉西林钠主要用于绿脓杆菌及其他敏感的革兰氏阴性杆菌所致的肺 炎、败血症、呼吸道、胆道和泌尿系统的感染、亚急性心内膜炎及化脓性脑膜炎等。 格隆汇1月23日丨华北制药（维权）(600812.SH)公布，近日,华北制药股份有限公司全资子公司华北制药 集团先泰药业有限公司收到河北省药品监督管理局签发的《药品 GMP 符合性检查告知书》(冀药监化药 符(2026)5号)。 ...

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 ...

证券代码：600812 股票简称：华北制药 编号：临 2026-003 华北制药股份有限公司 关于全资子公司通过药品 GMP 符合性检查的公告 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"）全资子公司华北制 药集团先泰药业有限公司（以下简称"先泰公司"）收到河北省药品监督管 理局签发的《药品 GMP 符合性检查告知书》（冀药监化药符（2026）5 号）。 现将相关信息公告如下： 一、GMP 检查相关情况 企业名称：华北制药集团先泰药业有限公司 生产地址：石家庄经济技术开发区扬子路 20 号 检查范围：无菌原料药（哌拉西林钠，802 车间冻干生产线 2 号线） 检查时间：2025 年 12 月 09 日至 2025 年 12 月 12 日 检查结论：符合《药品生产质量管理规范（2010 年修订）》及其附录 要求。 二、本次检查所涉生产线及主要产品情况 | 序号 | | 生产线名称 | | | 年生产能力 | | 主要产品 | | --- | --- | --- | --- | -- ...

华北制药公告，全资子公司华北制药集团先泰药业有限公司收到河北省药品监督管理局签发的《药品 GMP符合性检查告知书》。检查范围为无菌原料药（哌拉西林钠，802车间冻干生产线2号线），检查 时间2025年12月9日至2025年12月12日，检查结论为符合《药品生产质量管理规范（2010年修订）》及 其附录要求。802车间冻干生产线2号线年生产能力为150吨/年，主要产品为哌拉西林钠，累计投资 7457.44万元。此次检查是哌拉西林钠新增冻干生产线2号线进行注册备案后首次药品GMP符合性检查。 ...

Group 1 - The core viewpoint of the article highlights that Shijiazhuang has been recognized as the "most happy city" for two consecutive years, attributing this happiness to a conducive working environment [1] Group 2 - The foundation of a thriving business environment is illustrated through the innovation breakthroughs of companies and employees, with Huabei Pharmaceutical's employee, Han Jiachong, holding 3 patents and receiving a government reward of 20,000 yuan for his contributions [2] - Huabei Pharmaceutical has established 85 employee innovation studios, completing 338 innovation projects last year, showcasing a strong culture of innovation [2] - The Shijiazhuang Electronic Information Industry Park promotes a "sharing" model that allows companies to collaborate efficiently, with Hebei Wangxin Digital Technology Group reporting that their shared factory served over 50 small and medium-sized enterprises, generating an additional output value of over 1 billion yuan last year [2] - The sharing factory model has reduced the research and development cycle by over 15%, as noted by Hebei Gaoda Intelligent Equipment Co., which previously had to send components out for processing [2] - Small businesses in Shijiazhuang benefit from community support and networking opportunities, as expressed by local coffee and tea shop owners who appreciate the collaborative environment [2] - The overall business ecosystem in Shijiazhuang is characterized by a complete industrial chain, precise policies, and respect for every individual striving for success [2]

陕西省疾病预防控制中心一公开招标项目被投诉捆绑采购、其他供应商无法充分竞争。对此，陕西省财 政厅近日公布处理结果，责令采购人修改采购文件，重新开展采购活动。 1月13日，陕西省财政厅在陕西省政府采购网发布《华北制药河北华诺有限公司投诉处理结果公告》。 公告中显示，华北制药河北华诺有限公司就"结麻所抗结核药品采购项目"，对陕西省疾病预防控制中心 及同正项目管理有限公司提起投诉。 投诉事项为：招标文件将抗结核 FDC-HR（H150mg R300mg）与抗结核 FDC-HRZE （H75mg R150mg Z400mg E275mg）或 FDC-HRZE（H37.5mg R75mg Z200mg E137.5mg）捆绑一个包采购，实际是将两 种药品作为一个整体项目，变相限定供应商需同时具备两种产品供应能力或代理权，抗结核 FDC- HRZE（H75mg R150mg Z400mg E275mg）或 FDC-HRZE（H37.5mg R75mg Z200mg E137.5mg）全国仅 有两家生产，其他供应商无法获得具有竞争性的代理价格，导致无法充分竞争，违反相关法律法规，对 代理机构质疑答复不满。 陕西省财政厅受理 ...

Core Viewpoint - The report highlights the growth trends in China's chemical pharmaceutical raw materials industry, indicating a steady increase in production and market dynamics from 2025 to 2032 [1] Industry Summary - In November 2025, China's chemical pharmaceutical raw material production reached 331,000 tons, reflecting a year-on-year growth of 1.5% [1] - From January to November 2025, the cumulative production of chemical pharmaceutical raw materials in China was 3,358,000 tons, with a cumulative growth of 1.8% [1] - The report by Zhiyan Consulting provides insights into the supply and demand dynamics of the chemical pharmaceutical industry in China, projecting future trends from 2026 to 2032 [1] Company Summary - Listed companies in the sector include Heng Rui Medicine, East China Pharmaceutical, Lizhu Group, Baiyunshan, North China Pharmaceutical, Haizheng Pharmaceutical, Fosun Pharmaceutical, Kelun Pharmaceutical, Enhua Pharmaceutical, and Xianju Pharmaceutical [1]

Core Viewpoint - The antibacterial drug market in China is under pressure, with sales expected to drop below 100 billion yuan in 2024 and continue declining by approximately 18% in the first three quarters of 2025, reaching over 60 billion yuan [1][14]. Market Performance - The total sales of systemic antibacterial drugs in public medical institutions in China have been declining, with a significant drop in sales from 2024 to 2025 [1][14]. - The market for systemic antibacterial drugs includes 12 major therapeutic categories, with cephalosporins leading but experiencing four consecutive years of sales decline from 2022 to the first three quarters of 2025 [3][16]. Company Rankings - In the ranking of major companies, Pfizer, China National Pharmaceutical Group, and North China Pharmaceutical Group hold the top three positions, with sales exceeding 6.2 billion yuan, 2.1 billion yuan, and 1.9 billion yuan respectively in the first three quarters of 2025 [5][18]. - Nanjing Youke Biological, ranked fifteenth, showed remarkable growth with a year-on-year increase of 137.17%, marking its first entry into the top 20 groups [5][18]. Product Performance - The top 20 systemic antibacterial drugs accounted for over 50% of the market share, with the leading product, injectable cefoperazone/sulbactam (2:1), achieving sales of over 4.5 billion yuan [21][22]. - Notably, the compound injection of cefoperazone/sulbactam saw a dramatic increase of 219.32%, marking a significant rise in its market presence [21][23]. National Procurement Impact - Among the top 20 products, 15 have been included in the national procurement program, with 13 experiencing double-digit declines in sales [21][23]. - The tenth batch of national procurement saw injectable piperacillin/tazobactam drop by 55.61%, while the eleventh batch saw injectable cefoperazone/sulbactam decline by 47.56% [21][23]. New Drug Development - Currently, there are no domestic class 1 new drugs among the top 20 systemic antibacterial products, although five class 1 new antibacterial drugs have been approved since 2021 [25][26]. - Eight products meet the criteria for national procurement inclusion, with seven being injectable forms and one oral formulation [25][26].

每经头条（nbdtoutiao）——秒光！1499元飞天茅台上线即空，i茅台App冲上苹果购物榜第一，10万用 户已下单！经销商同价做回馈，1000箱很快卖完 （记者 曾健辉） 每经AI快讯，华北制药1月5日晚间发布公告称，截至本公告披露日，公司及控股子公司对外担保总额 约为18.02亿元，占2024年度经审计归属于上市公司普通股股东净资产的33.44%，其中公司为控股子公 司提供担保总额约为17.12亿元，占2024年度经审计归属于上市公司普通股股东净资产的31.77%；对合 并报表外单位担保金额为9000万元，占2024年度经审计归属于上市公司普通股股东净资产的1.67%。 ...