Core Insights - The pharmaceutical commercial sector experienced a decline of 1.0% on October 24, with Jianfa Zhixin leading the drop [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Market Performance - The following companies showed varied performance in the pharmaceutical commercial sector: - Huaren Health (301408) closed at 13.17, up 0.46% with a trading volume of 44,500 shares and a turnover of 58.44 million yuan [1] - Runda Medical (603108) closed at 14.76, up 0.20% with a trading volume of 64,400 shares and a turnover of 95.39 million yuan [1] - Jianfa Zhixin (301584) led the decline, closing at 35.66, down 4.14% with a trading volume of 341,300 shares and a turnover of 1.289 billion yuan [2] Capital Flow - The pharmaceutical commercial sector saw a net outflow of 259 million yuan from institutional investors, while retail investors contributed a net inflow of 248 million yuan [2] - The following companies had notable capital flows: - Shanghai Pharmaceutical (601607) had a net inflow of 6.9169 million yuan from institutional investors [3] - Baiyang Pharmaceutical (301015) experienced a net inflow of 6.5687 million yuan from institutional investors [3] - Runda Medical (603108) had a net inflow of 3.8868 million yuan from retail investors [3]

证券代码：601607 证券简称：上海医药 编号：临 2025-093 上海医药集团股份有限公司 关于子公司成为氨磺必利口崩片上市许可持有人的公告 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，上海医药集团股份有限公司（以下简称"上海医药"或"公司"）下 属上海上药中西制药有限公司（以下简称"上药中西"）收到国家药品监督管理 局（以下简称"国家药监局"）颁发的《药品补充申请批准通知书》（通知书编 号：2025B04804、2025B04815），其同意将氨磺必利口崩片（以下简称"该药 品"）上市许可持有人变更为上海上药中西制药有限公司。 一、该药品的基本情况 药品名称：氨磺必利口崩片 二、该药品的相关信息 氨磺必利口崩片是赛诺菲（Sanofi）公司于 1986 年在法国上市的氨磺必利 片的改良剂型，用于治疗成人精神分裂症。2025 年 9 月，上药中西就该药品上 市许可持有人变更向国家药监局提出注册上市申请并获受理。截至本公告日，公 司针对该药品已投入约人民币 3,150 万元。 截至本公告日，中国境内氨磺必利口 ...

Core Viewpoint - Shanghai Pharmaceuticals (601607.SH) has received approval from the National Medical Products Administration to change the marketing authorization holder for Amisulpride Orally Disintegrating Tablets to its subsidiary, Shanghai Pharmaceuticals Zhongxi Pharmaceutical Co., Ltd. This move is expected to enhance the company's product line and market competitiveness [1]. Group 1 - The National Medical Products Administration issued a "Drug Supplement Application Approval Notice" allowing the change of marketing authorization holder for Amisulpride Orally Disintegrating Tablets [1]. - Amisulpride Orally Disintegrating Tablets is an improved formulation of Amisulpride, originally launched by Sanofi in France in 1986, used for treating adult schizophrenia [1]. - The change in marketing authorization holder to Shanghai Pharmaceuticals Zhongxi is anticipated to enrich the company's product offerings and strengthen its competitive position in the market [1].

Core Viewpoint - Shanghai Pharmaceuticals (601607.SH) announced that its subsidiary, Shanghai Shiyou Zhongxi Pharmaceutical Co., Ltd. (referred to as "Shiyou Zhongxi"), has received a notification from the National Medical Products Administration (NMPA) approving the change of the marketing authorization holder for Amisulpride Orally Disintegrating Tablets to Shiyou Zhongxi [1] Group 1 - The NMPA has granted approval for the change of marketing authorization holder for Amisulpride Orally Disintegrating Tablets [1] - Amisulpride Orally Disintegrating Tablets are an improved formulation of Amisulpride Tablets, which were launched by Sanofi in France in 1986, and are used for the treatment of adult schizophrenia [1] - Shiyou Zhongxi submitted the registration application for the change of marketing authorization holder to the NMPA in September 2025, which has been accepted [1]

Core Viewpoint - Shanghai Pharmaceuticals (601607.SH) announced that its subsidiary, Shanghai Shiyou Zhongxi Pharmaceutical Co., Ltd., received a notification from the National Medical Products Administration approving the change of the marketing authorization holder for Amisulpride Orally Disintegrating Tablets to Shanghai Shiyou Zhongxi Pharmaceutical Co., Ltd. [1] Group 1 - The Amisulpride Orally Disintegrating Tablets are an improved formulation of Amisulpride Tablets, which were originally launched by Sanofi in France in 1986 for the treatment of adult schizophrenia [1] - The application for the change of marketing authorization holder was submitted to the National Medical Products Administration in September 2025 and has been accepted [1]

Core Viewpoint - The event organized by Shanghai Pharmaceuticals Jiangsu aims to promote health weight management and establish a new standard for healthy workplaces in response to the national call for a "Weight Management Year" [1] Group 1: Event Overview - The health weight management initiative took place in Wuxi, Jiangsu, combining offline interactions and lectures to educate employees on weight management [2] - Hundreds of employees actively participated in the event, creating a lively atmosphere [3] Group 2: Expert Insights - Renowned experts provided in-depth lectures on the dangers of obesity and scientific weight management strategies, emphasizing the importance of dietary structure optimization rather than merely reducing intake [4] - The obesity prevalence among adults in China has reached 16.4%, with overweight and obese individuals facing over three times the risk of cardiovascular diseases [4] Group 3: Personalized Health Management - A dedicated team of weight management professionals offered one-on-one health assessments and personalized nutrition plans, addressing common weight loss challenges [5] - Employees expressed appreciation for the event, recognizing the potential health risks associated with obesity and the need for a scientific approach to weight management [5] Group 4: Corporate Responsibility and Future Actions - The initiative reflects the company's commitment to integrating health management into workplace culture, transitioning employees from passive health to proactive management [6] - The program is part of a broader effort to contribute to the Healthy China 2030 strategy, with plans to extend similar activities to more enterprises nationwide [6]

Core Insights - The pharmaceutical commercial sector saw an increase of 0.83% on October 22, with Jianfa Zhixin leading the gains [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - Jianfa Zhixin (301584) closed at 31.00, up 7.19% with a trading volume of 238,100 shares and a transaction value of 734 million [1] - Guoyao Shares (600511) closed at 29.89, up 3.75% with a trading volume of 180,500 shares and a transaction value of 539 million [1] - Zhejiang Nongyuan (000705) closed at 9.81, up 3.05% with a trading volume of 117,170 shares and a transaction value of 168 million [1] - Other notable stocks include Jiashitang (002462) up 1.51%, Daclin (603233) up 1.34%, and Guofa Shares (600538) up 1.20% [1] Capital Flow - The pharmaceutical commercial sector experienced a net outflow of 98.42 million from institutional investors and 51.45 million from retail investors, while individual investors saw a net inflow of 150 million [2] - The capital flow for key stocks shows varying trends, with Shanghai Pharmaceuticals (601607) seeing a net inflow of 31.94 million from institutional investors [3] - Jianfa Zhixin (301584) had a net inflow of 18.64 million from institutional investors but a net outflow of 2.07 million from retail investors [3]

Economic Overview - Shanghai's GDP for the first three quarters reached 40,721.17 billion yuan, with a year-on-year growth of 5.5% [1] - The industrial production maintained a growth trend, with the industrial added value increasing by 5.2% year-on-year [2] Industrial Performance - The total industrial output value for large-scale industries in Shanghai grew by 5.7% year-on-year, with an acceleration of 0.1 percentage points compared to the first half of the year [2] - Key sectors such as railway, shipbuilding, aerospace, and other transportation equipment manufacturing saw a significant increase of 15.9% [2] - Electrical machinery and equipment manufacturing grew by 14.3%, while computer, communication, and other electronic equipment manufacturing increased by 12.1% [2] Investment Trends - Industrial investment in Shanghai rose by 20.3%, outpacing the overall fixed asset investment growth rate of 14.3 percentage points [2] - The resilience and internal driving force of industrial growth have been enhanced, indicating a positive investment outlook for future production [2] Emerging Industries - The three leading industries in Shanghai experienced an 8.5% increase in output value, surpassing the overall industrial growth by 2.8 percentage points [3] - The artificial intelligence manufacturing sector grew by 12.8%, and integrated circuit manufacturing increased by 11.3% [3] - High-tech manufacturing output value rose by 10.3%, with aerospace and communication equipment manufacturing growing by 20.6% and 13.4%, respectively [3] Strategic Initiatives - Shanghai is focusing on enhancing its artificial intelligence industry by aiming for a tripling of innovative enterprises, industry scale, and talent [4] - The city has established 12 national-level intelligent factories and 254 advanced intelligent factories, leading the nation in smart manufacturing [4] - In the biopharmaceutical sector, Shanghai's industry scale is expected to exceed 1 trillion yuan this year, with significant advancements in innovative drug approvals [5] Future Industry Development - Shanghai aims to cultivate a number of future industry clusters and lead in disruptive technologies by 2027 [5] - The city plans to nurture around 20 leading enterprises in future industries and establish itself as a globally influential hub by 2030 [5]

Market Overview - The pharmaceutical commercial sector increased by 0.55% on October 21, with First Pharmaceutical leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Stock Performance - First Pharmaceutical (600833) closed at 13.64, up 2.48% with a trading volume of 58,500 shares and a transaction value of 79.03 million yuan [1] - Other notable performers included: - Haiwang Biological (000078) at 2.55, up 2.41% [1] - HeFu China (603122) at 6.55, up 2.34% [1] - Ruikang Pharmaceutical (002589) at 2.93, up 2.09% [1] - Daclin (603233) at 18.67, up 1.52% with a transaction value of 293 million yuan [1] Capital Flow - The pharmaceutical commercial sector experienced a net outflow of 105 million yuan from institutional investors and 110 million yuan from speculative funds, while retail investors saw a net inflow of 215 million yuan [2] - The capital flow for individual stocks showed mixed results, with China Pharmaceutical (600056) seeing a net inflow of 28.32 million yuan from institutional investors [3] Individual Stock Capital Flow - Key stocks with significant capital flow include: - China Pharmaceutical (600056) with a net inflow of 28.32 million yuan from institutional investors [3] - Jiuzhoutong (600998) with a net inflow of 24.77 million yuan from institutional investors [3] - Shanghai Pharmaceutical (601607) with a net inflow of 11.37 million yuan from institutional investors [3]

Market Overview - The pharmaceutical commercial sector increased by 1.19% on October 20, with Dazhenlin leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Stock Performance - Dazhenlin (603233) closed at 18.39, up 5.09%, with a trading volume of 138,100 shares and a turnover of 251 million yuan [1] - Jianfa Zhixin (301584) closed at 29.30, up 4.46%, with a trading volume of 186,400 shares and a turnover of 534 million yuan [1] - Yao Yigou (300937) closed at 27.19, up 3.74%, with a trading volume of 18,200 shares and a turnover of 4.88 million yuan [1] - Guofang Co. (600538) closed at 5.81, up 3.20%, with a trading volume of 92,900 shares and a turnover of 5.35 million yuan [1] Capital Flow - The pharmaceutical commercial sector experienced a net outflow of 11.55 million yuan from institutional funds, while retail investors saw a net inflow of 21.80 million yuan [2] - The main stocks with significant capital flow include Shanghai Pharmaceuticals (601607) with a net inflow of 16.68 million yuan from institutional funds [3] Individual Stock Capital Flow - Shanghai Pharmaceuticals (601607) had a net inflow of 16.68 million yuan from institutional funds, but a net outflow of 22.35 million yuan from retail investors [3] - Dazhenlin (603233) saw a net inflow of 11.68 million yuan from institutional funds, with a net outflow of 15.05 million yuan from retail investors [3] - Laobaixing (603883) had a net inflow of 6.98 million yuan from institutional funds, but also faced a net outflow of 1.86 million yuan from retail investors [3]