Investment Rating - The report does not explicitly state an investment rating for the industry [2] Core Insights - The pharmaceutical and biotechnology sector experienced a decline of 2.48% from October 13 to October 17, underperforming the broader market index, the CSI 300, which fell by 2.22% [3][8] - There is a sustained enthusiasm for business development (BD) transactions in innovative drugs, with several companies entering agreements with international pharmaceutical firms [3][12] - The ESMO conference held from October 17 to 21 showcased positive advancements in multiple studies, particularly in immunotherapy and antibody-drug conjugates (ADCs), highlighting the potential of domestic biotech companies [3][11] Market Weekly Review - The pharmaceutical and biotechnology sector saw a weekly decline of 2.48%, with offline pharmacies and traditional Chinese medicine showing slight gains of 0.59% and 0.38%, respectively [8] - Medical research outsourcing, medical devices, and other biological products faced significant declines, with drops of 6.46%, 5.37%, and 3.6% respectively [8][9] - Notable stock performances included Asia-Pacific Pharmaceutical with a rise of 36.7%, while Betta Pharmaceuticals saw a decline of 17.0% [11] Industry News and Key Company Announcements Important Industry Events - On October 18, Kangfang Biologics presented data on a PD-1/VEGF dual antibody in non-small cell lung cancer at the ESMO conference, showing significant improvement in progression-free survival (PFS) [11] - On October 16, Hansa Biopharma announced a licensing agreement with Roche for the global exclusive rights to develop and commercialize HS-20110, with an upfront payment of $80 million [12] - On October 16, Prigen Biologics entered a collaboration with Gilead's Kite Pharma, receiving an upfront payment of $120 million [12][13] Company Announcements - Huayuan Biologics reported a slight decrease in total revenue for the third quarter, amounting to 936 million yuan, a 0.2% year-on-year decline [14] - Shanghai Pharmaceuticals received FDA approval for Doxycycline capsules, with projected sales of approximately $130 million in the U.S. for 2024 [14][16]

格隆汇10月17日丨上海医药(02607.HK)宣布，董事会会议将于2025年10月30日（星期四）举行，藉以 （其中包括）批准本公司及其附属公司截至2025年9月30日止九个月的第三季度业绩及其发布，并考虑 派发中期股息（如有）。 ...

（股份代碼：02607） 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容 而產生或因依賴該等內容而引致的任何損失承擔任何責任。 中國上海，二零二五年十月十七日 於本公告日期，本公司的執行董事為楊秋華先生、沈波先生、李永忠先生及董明先生； 非執行董事為張文學先生；以及獨立非執行董事為顧朝陽先生、霍文遜先生、王忠先生 及萬鈞女士。 上海醫藥集團股份有限公司 Shanghai Pharmaceuticals Holding Co., Ltd.* （於中華人民共和國註冊成立的股份有限公司） 董事會會議通告 上海醫藥集團股份有限公司（「本公司」）董事會（「董事會」）謹此宣佈， 董事會會議將於二零二五年十月三十日（星期四）舉行，藉以（其中包括）批 准本公司及其附屬公司截至二零二五年九月三十日止九個月之第三季度業績及 其發佈，並考慮派發中期股息（如有）。 承董事會命 上海醫藥集團股份有限公司 楊秋華 董事長 * 僅供識別 ...

Group 1 - High Energy Environment reported a net profit of 646 million yuan for the first three quarters, a year-on-year increase of 15.18% [1] - Tianzhun Technology received approval from the China Securities Regulatory Commission for issuing convertible bonds to unspecified objects [1] - Energy Conservation Wind Power achieved a cumulative power generation of 9.349 billion kWh, a year-on-year increase of 1.72% [1][2] Group 2 - Sichuan Road and Bridge's total amount of projects won in the first three quarters reached 97.173 billion yuan, a year-on-year increase of 25.16% [3] - Shaanxi Energy's power generation in the third quarter decreased by 1% year-on-year, while its coal sales increased by 136.98% [3][4] Group 3 - Jintuo Co. announced that four shareholders plan to reduce their holdings by up to 2.95% of the company's shares [5] - Tailin Microelectronics expects a net profit increase of 118% year-on-year for the first three quarters, with revenue of approximately 766 million yuan [6] - Asia-Pacific Co. anticipates a net profit of 310 million to 335 million yuan for the first three quarters, a year-on-year increase of 97.38% to 113.30% [8] Group 4 - He Sheng New Materials expects a net profit increase of 60% to 80% for the first three quarters, with a projected profit of 137 million to 154 million yuan [9] - Spring Airlines reported a passenger turnover of 4.835 billion person-kilometers in September, a year-on-year increase of 22.87% [10][11] Group 5 - Mingxin Xuteng received a notification from a leading new energy vehicle company for a project worth approximately 650 million yuan [12] - Acolyte's subsidiary received a government subsidy of 47.13 million yuan for fixed asset investment [13] Group 6 - Fangsheng Pharmaceutical's subsidiary received approval for clinical trials of a new drug for treating advanced prostate cancer [14] - Aofu Technology plans to sell idle factory assets for a total price of 23.852 million yuan [16] Group 7 - Ganyue Expressway reported a service income of 313 million yuan in September [18] - Dong'an Power secured five new market agreements in the third quarter, with a total projected sales volume of approximately 1 million units [20] Group 8 - Zhongmin Energy achieved a cumulative power generation of 1.922 billion kWh, a year-on-year increase of 1.25% [21] - Pan-Asia Micro-Pore's application for issuing shares to specific objects has been accepted by the Shanghai Stock Exchange [23] Group 9 - Shenghui Integration reported an order balance of 2.214 billion yuan as of September 30, a year-on-year increase of 21.21% [24] - Jineng Technology's vice president resigned for personal reasons [25] Group 10 - Ruixin Microelectronics expects a net profit increase of 116% to 127% for the first three quarters, with a projected profit of 760 million to 800 million yuan [33] - Shanghai Pharmaceuticals received FDA approval for a new drug application for doxycycline capsules [34] Group 11 - Ruima Precision's subsidiary received a project notification for air suspension systems from a domestic automaker, with a total sales forecast of approximately 265 million yuan [36] - Galaxy Magnetics anticipates some impact on its export business due to the Ministry of Commerce's announcement on export controls for certain rare earth items [37] Group 12 - Ba Tian Co. expects a net profit increase of 230.79% to 260.15% for the first three quarters, with a projected profit of 676 million to 736 million yuan [43] - Donglai Technology plans to reduce its repurchased shares by up to 1% of the total share capital [45] Group 13 - Guangkang Biochemical announced that shareholders plan to reduce their holdings by up to 2.68% of the company's shares [46] - Nanwang Energy reported a net profit increase of 37.13% for the first three quarters, with a total revenue of 5.32 billion yuan [48] Group 14 - Yahua Group expects a net profit increase of 106.97% to 132.84% for the first three quarters, with a projected profit of 320 million to 360 million yuan [49] - Hualitai's annual production project for 20,000 tons of benzidine has been successfully completed and is now in full production [51]

中证报中证网讯（记者 李梦扬）10月14日晚间，上海医药公告，公司下属常州制药厂有限公司（简 称"常州制药厂"）收到美国食品药品监督管理局（简称"美国FDA"）的通知，其关于多西环素胶囊的简 略新药申请（"ANDA"，即美国仿制药申请）已获得批准。 上海医药称，截至公告日，公司针对该药品已投入研发费用约1083.33万元。本次常州制药厂关于多西 环素胶囊的ANDA获得美国FDA批准，对公司进一步拓展海外市场具有积极意义，并积累宝贵经验。 转自：中国证券报·中证网 ...

（文章来源：证券日报） 证券日报网讯 10月14日晚间，上海医药发布公告称，近日，公司下属常州制药厂有限公司生产的利伐 沙班片（以下简称"该药品"）收到马来西亚药品监督管理局（NPRA）颁发的药品注册证书，该药品获 得批准上市。 ...

（文章来源：证券日报） 证券日报网讯 10月14日晚间，上海医药发布公告称，近日，公司下属常州制药厂有限公司收到美国食 品药品监督管理局（以下简称"美国FDA"）的通知，其关于多西环素胶囊的简略新药申请（"ANDA"， 即美国仿制药申请）已获得批准。 ...

Core Viewpoint - Shanghai Pharmaceuticals has received FDA approval for its abbreviated new drug application (ANDA) for doxycycline capsules, indicating a significant milestone for the company in the U.S. market [1] Company Summary - Shanghai Pharmaceuticals' subsidiary, Changzhou Pharmaceutical Factory, is the entity that received the FDA notification regarding the approval [1] - The approved doxycycline capsules contain two types of microcapsules: 30mg immediate-release and 10mg delayed-release, targeting inflammatory lesions in adult patients with rosacea [1]

Core Viewpoint - Shanghai Pharmaceuticals (02607.HK) announced a significant equity adjustment involving its actual controller, the Shanghai State-owned Assets Supervision and Administration Commission, which will transfer all shares of Shanghai Industrial (Group) Co., Ltd. to Jinzhong International Holdings Limited [1] Group 1 - Following the equity adjustment, the shareholding of Shanghai Industrial (Group) Co., Ltd. in the company will increase from 25.303% to 38.487% [1] - The equity adjustment will not result in a change of the company's controlling shareholder or actual controller, which will remain the Shanghai State-owned Assets Supervision and Administration Commission [1]

多西环素胶囊(40mg)，内含两种类型的多西环素微丸(30mg速释微丸和10mg迟释微丸),主要用于成人患 者的玫瑰痤疮(红斑痤疮)的炎症性病变(丘疹和脓疱)。原研由GALDERMA LABORATORIES LP研发， 于2006年在美国上市。2024年09月，常州制药厂就该药品向美国FDA提出ANDA申请，并于近日获得批 准上市。截至本公告日，公司针对该药品已投入研发费用约人民币1,083.33万元。 上海医药（601607）(02607)发布公告，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")下属常州制药厂有限公司(以下简称"常州制药厂")收到美国食品药品监督管理局(以下简称"美国 FDA")的通知，其关于多西环素胶囊(基本情况详阅正文，以下简称"该药品")的简略新药申请 ("ANDA"，即美国仿制药申请)已获得批准。 ...