Core Insights - Tonghua Dongbao Pharmaceutical Co., Ltd. has received approval for its core product, Insulin Glargine injection, from Myanmar's national drug regulatory authority, marking a significant entry into the Southeast Asian pharmaceutical market and accelerating its internationalization strategy for 2025 [1][2] - Insulin Glargine is recognized for its clinical advantages in stable blood sugar control and reduced hypoglycemia risk, making it a key medication in global diabetes treatment [1] - The approval aligns with the increasing diabetes prevalence in Southeast Asia, particularly in Myanmar, where insulin accessibility remains a challenge, presenting opportunities for competitive Chinese pharmaceutical companies [1] Market Strategy - The approval is a result of Tonghua Dongbao's differentiated overseas strategy, which includes a tiered market approach: collaborating with companies like Jianyou Pharmaceutical for registration in developed markets, while directly pursuing product registration and commercialization in emerging markets along the Belt and Road [2] - Since 2025, the company has achieved multiple approvals in various markets, including Nicaragua and Uzbekistan, and received GMP certification for Liraglutide in Colombia, further enhancing its overseas market presence [2] - The company's overseas revenue reached 110 million yuan in the first half of the year, surpassing the total for 2024, indicating significant growth [2] Strategic Value - Entering the Myanmar market provides multiple strategic advantages for Tonghua Dongbao, including immediate volume growth due to local medical demand and the potential to use Myanmar as a base to expand into surrounding Southeast Asian markets [3] - The experience gained from this approval will facilitate future overseas applications for other products, such as Insulin Aspart, thereby accelerating the company's global expansion [3] - With ongoing launches of various insulin products in international markets, Tonghua Dongbao is transitioning into a new phase of "dual-driven" development, supported by domestic procurement policies and breakthroughs in overseas emerging markets, leading to an 85.60% year-on-year revenue growth in the first half of the year [3]

Core Viewpoint - Tonghua Dongbao has received marketing approval for its insulin glargine injection from the Ministry of Health of the Republic of the Union of Myanmar, which is expected to enhance its international market presence and product line [2][4]. Group 1: Product Development and Market Expansion - The company focuses on research and development in diabetes and endocrine-related medications, aiming to provide comprehensive solutions for patients [2]. - Tonghua Dongbao's insulin analogs saw over 200% year-on-year sales growth in the domestic market during the first half of 2025, leveraging new procurement policies to expand market share [3]. - The company is accelerating the overseas commercialization of multiple products, with overseas market revenue reaching 110 million yuan, a nearly 187% increase year-on-year in the first half of 2025 [2][3]. Group 2: Market Demand and Demographics - As of August 2025, Myanmar has a population of approximately 51.3 million, with increasing healthcare demands driven by aging, urbanization, and rising chronic disease prevalence [3]. - The International Diabetes Federation (IDF) projects that the number of diabetes patients aged 20-79 in Myanmar will rise to 2.3658 million in 2024, with a prevalence rate of 6.4% among adults in that age group [3]. Group 3: Strategic Implications - The approval of insulin glargine is expected to enrich the company's international product line, enhance brand image, and facilitate market entry in emerging markets [4]. - The company has initiated preparatory work for product sales, although actual sales may be influenced by market demand, policy changes, and competition, introducing an element of uncertainty [4].

Core Viewpoint - Tonghua Dongbao has received approval from the Ministry of Health of the Republic of the Union of Myanmar for the marketing authorization of its product, Glargine Insulin Injection, which is expected to enhance its international market presence and product line [1][3]. Group 1: Product Development and Market Expansion - The company is focused on research and development in the diabetes and endocrine fields, providing comprehensive solutions for patients [1]. - Tonghua Dongbao aims to accelerate the commercialization of multiple products in overseas markets by the first half of 2025, with overseas revenue reaching 110 million yuan, a year-on-year increase of nearly 187% [1][2]. - The company has achieved over 200% year-on-year growth in the sales of insulin analogs in the domestic market during the first half of 2025 [2]. Group 2: Regulatory Approvals and Market Potential - The company’s Aspart Insulin BLA has been accepted by the FDA, and it is progressing with the BLA submissions for Glargine and Lispro Insulin [2]. - The approval of Glargine Insulin is expected to enhance the company's international product line and brand image, while also providing replicable experience for future market access applications [3]. - In Myanmar, the diabetes patient population aged 20-79 is projected to reach 2.3658 million in 2024, with a diabetes prevalence rate of 6.4% among adults [2].

西藏药业：佐利替尼于今年上半年正式商业化 近日，西藏药业举办2025半年度业绩说明会。会上管理层提到，晨泰医药的佐利替尼产品公司是采用与 代理商合作的方式进行销售推广，目前大股东康哲药业没有参与该产品的商业化支持。 晨泰产品佐利替尼是全世界首款专门面向伴中枢神经系统（CNS）转移的晚期非小细胞肺癌 （NSCLC）开展注册临床试验并取得显著成果的药物，作为目前唯一明确采用非血脑屏障外排蛋白底 物设计的EGFR酪氨酸激酶抑制剂（EGFR-TKI），具有100%透过血脑屏障的能力。 佐利替尼于今年上半年正式商业化，该产品正在进行医保谈判前的准备工作，预计今年收益不会对公司 产生较大的影响。 健尔康：高度重视应收账款管理工作，业务员及绩效考核严格与回款挂钩 近日，健尔康举办2025年半年度业绩说明会。会上管理层介绍，公司高度重视应收账款管理工作。公司 所有客户都有指定业务员跟踪服务，并负责货款的催收，业务员及绩效考核严格与回款挂钩。公司设有 风控专员岗位，每月财务负责统计应收账款余额及到期款余额，风控专员组织销售部门召开回款会议， 确定回款计划、重点催收单位及催款工作安排，并跟踪落实。 新诺威：为促进成药业务发展，筹 ...

Group 1 - Jieqiang Equipment has completed the acquisition of 51% stake in Shandong Carbon Seeking, which will now be included in the company's consolidated financial statements [1] - Tonghua Dongbao's insulin injection product has received marketing approval in Myanmar for diabetes treatment [1] - New Light Optoelectronics' actual controller plans to increase shareholding by 5 to 10 million yuan within six months [2] Group 2 - Far East Holdings received contracts worth 1.769 billion yuan in September [3] - Poly Developments reported a 1.84% decrease in signed sales amount in September, totaling 20.531 billion yuan [4] - ST Nuotai expects a net profit increase of 5.62% to 13.74% for Q3 2025 [7] Group 3 - Chongqing Port's controlling shareholder plans to merge with another entity, changing the controlling shareholder to Chongqing Logistics Group [9] - New Energy Company reported a 28.21% increase in cumulative power generation from January to September [11] - Dashiang Co. announced the resignation of its chairman due to personal reasons [12] Group 4 - Liao Port Co. announced the resignation of a non-executive director due to work changes [13] - Zhongzai Resources received a government subsidy of 5.33 million yuan, accounting for 23.72% of its audited net profit for 2024 [14] - Xiaoming Co. reported a sales revenue of 66.15 million yuan from chicken products in September [15] Group 5 - Tianyi Co. signed a framework contract worth 23.50 million yuan for e-business network terminal production [16] - Jingu Co. signed a strategic cooperation agreement with Ninebot Technology for lightweight materials [18] - Tianbang Foods reported a sales revenue of 634 million yuan from commodity pigs in September [20] Group 6 - Shaanxi Energy's subsidiary received an administrative penalty for safety violations, resulting in a fine of 940,000 yuan [22] - North Bay Port reported a 9% increase in cargo throughput in September [23] - Tangrenshen reported a sales revenue of 639 million yuan from pig sales in September [24] Group 7 - Dabeinong reported a sales revenue of 541 million yuan from pig sales in September [25] - Jiukang Bio obtained four medical device registration certificates [26] - Canan Co. invested 90 million yuan in structured deposits with a bank [27] Group 8 - Zhuhai Port reported a 5.44% decrease in cargo throughput in Q3 [28] - Jinli Yongmag expects a net profit increase of 157% to 179% for the first three quarters [29] - Huamao Logistics' controlling shareholder plans to increase shareholding by 64.5 to 129 million yuan [30] Group 9 - Dongjie Intelligent signed a 50 million yuan contract for intelligent warehousing in the steel industry [31] - Sais Technology signed a cooperation framework agreement with Volcano Engine for intelligent robotics [32] - Huadong Pharmaceutical's subsidiary received approval for clinical trials of a new drug targeting advanced solid tumors [34] Group 10 - TCL Technology completed the acquisition of 80% and 100% stakes in LG Display's subsidiaries for 11.088 billion yuan [34] - Shuangliang Energy won a 419 million yuan EPC project for cooling systems [36] - Ruina Intelligent announced plans for shareholders to reduce their stakes by up to 1.18% [38] Group 11 - Baodi Mining announced plans for shareholders to reduce their stakes by up to 5.45% [40] - Xinyi Technology's shareholders set the transfer price for shares at 328 yuan each [42] - Sunshine Power submitted an application for H-share listing on the Hong Kong Stock Exchange [44] Group 12 - Qisheng Technology's controlling shareholder plans to reduce their stake by up to 3.09% [46] - Wu Ming Kangde sold 30.3 million shares of Wu Ming He Lian through block trading [48] - Qiaoyin Co. announced plans for shareholders to reduce their stakes by up to 6% [49] Group 13 - Muyuan Foods reported a sales revenue of 9.066 billion yuan from commodity pigs in September [51] - Huawang Technology's shareholders plan to reduce their stakes by up to 1.1% [53] - Huaxin Xinchuang received a project notification from Lantu Automotive for display components [54] Group 14 - China Merchants Shekou reported a signed sales amount of 16.698 billion yuan in September [55] - Shao Neng Co. received approval for an antitrust review regarding a share acquisition [57] - Pengding Holdings reported a 6.21% increase in consolidated revenue in September [58] Group 15 - Ganfeng Lithium is advancing its solid-state battery commercialization and strategic investment in the energy storage sector [59]

通化东宝药业股份有限公司关于 甘精胰岛素注射液获得境外上市许可的公告 证券代码：600867 证券简称：通化东宝 公告编号：2025-061 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。 通化东宝药业股份有限公司（以下简称:"公司"）于近日收到缅甸联邦共 和国政府卫生部核准签发的公司产品甘精胰岛素注射液的上市许可。现将相关情 况公告如下： 一、公司产品获得境外上市许可情况 3.规格：10ml:1000IU（每毫升 100 单位）（西林瓶） 3m1:300IU（每毫升 100 单位）（卡式瓶） 3ml:300IU（每毫升 100 单位）（预填充式注射笔） 4.适应症：糖尿病 5.上市许可号：3009EA11617 6.持有人：通化东宝药业股份有限公司 二、药品的其他相关情况 甘精胰岛素是长效胰岛素类似物产品，每天注射一次，注射起效后作用时间 可持续 24 小时，具有血药浓度无峰值、平稳地降低患者血糖的作用。 1.产品名称：甘精胰岛素注射液（平舒霖） 2.剂型：注射剂 1 三、对公司的影响及风险提示 公司以药品上市许可持有人身份 ...

Core Viewpoint - Tonghua Dongbao (600867.SH) has received approval from the Ministry of Health of the Republic of the Union of Myanmar for the marketing license of its product, Insulin Glargine Injection [1] Company Summary - Insulin Glargine is a long-acting insulin analog that requires daily injection, with an onset of action that lasts for 24 hours [1] - The product is designed to provide a stable reduction in blood glucose levels without peak concentrations [1]

Core Viewpoint - Tonghua Dongbao (600867) has received approval from the Ministry of Health of the Republic of the Union of Myanmar for the marketing license of its product, Insulin Glargine Injection [1] Group 1: Product Information - Insulin Glargine is a long-acting insulin analog that requires daily injection [1] - The product has a 24-hour duration of action after injection, providing a stable reduction in blood glucose levels without peak concentration [1]

Core Viewpoint - Tonghua Dongbao (600867.SH) has received approval from the Ministry of Health of the Republic of the Union of Myanmar for the marketing of its product, Insulin Glargine Injection, which is a long-acting insulin analog that helps to stabilize blood sugar levels in patients [1] Group 1 - The product Insulin Glargine is designed to provide a steady reduction in blood sugar levels for patients [1] - In 2024, the average annual expenditure related to diabetes for patients in Myanmar is projected to be $164.1 [1]

Core Insights - Tonghua Dongbao focuses on the research and development of drugs for diabetes and other endocrine diseases, aiming to provide comprehensive solutions for patients in these areas [1][2] - The company reported a significant increase in revenue and profit for the first half of 2025, with a revenue of 1.373 billion yuan, representing an 85.6% year-on-year growth, and a net profit of 218 million yuan, compared to a loss of 23 million yuan in the same period last year [1] Financial Performance - In the first half of 2025, Tonghua Dongbao achieved operating revenue of 1.373 billion yuan, up 85.6% year-on-year [1] - The net profit attributable to shareholders was 218 million yuan, a turnaround from a loss of 23 million yuan in the previous year [1] - The basic earnings per share were reported at 0.11 yuan [1] Market Strategy - The company experienced over 200% year-on-year growth in the sales of insulin analogs in the domestic market and plans to leverage new procurement policies to expand market share [2] - Tonghua Dongbao is actively pursuing regulatory approvals for its insulin products in international markets, including the acceptance of its aspart insulin BLA by the FDA [2] Research and Development - The company emphasizes innovation and maintains a high level of investment in R&D, focusing on new product development such as ultra-rapid insulin and GLP-1/GIP dual receptor agonists [3] - Clinical trials for its injectable THDBH120 for weight loss are progressing well, with the first patient dosed in January 2025 [2] Future Outlook - The domestic insulin market is expected to continue stable growth over the next three years, with the company planning to explore new therapeutic areas such as weight loss and gout [3] - Tonghua Dongbao aims to enhance investor relations and improve transparency to better communicate its value and growth prospects to the market [3]