Core Viewpoint - Jimin Health (603222) announced that its subsidiary, Hainan Jimin Boao International Hospital Co., Ltd., received the acceptance notice for the clinical trial application of DB006 on September 26, 2025, from the National Medical Products Administration's Center for Drug Evaluation (CDE) [1] Company Summary - The DB006 oncolytic adenovirus injection is a gene therapy drug aimed at treating advanced malignant solid tumors [1]

Core Viewpoint - Jimin Health (603222.SH) announced that its subsidiary, Hainan Jimin Boao International Hospital, received a clinical trial acceptance notice from the National Medical Products Administration for the DB006 oncolytic adenovirus injection, indicating progress in its gene therapy development for advanced malignant solid tumors [1] Group 1 - The Boao International Hospital's DB006 oncolytic adenovirus injection is designed for the treatment of advanced malignant solid tumors [1] - The product utilizes genetic engineering to modify oncolytic viruses for selective infection of tumor cells and enhanced tumor-specific replication capabilities [1] - The therapy incorporates multiple anti-tumor and immune-regulating genes to target and kill tumors through various pathways [1]

Core Viewpoint - Jimin Health (603222.SH) announced that its subsidiary, Hainan Jimin Boao International Hospital, received a clinical trial acceptance notice from the National Medical Products Administration (NMPA) for the DB006 oncolytic adenovirus injection, aimed at treating advanced malignant solid tumors [1] Group 1: Company Developments - The Boao International Hospital's DB006 oncolytic adenovirus injection is a gene therapy drug designed for advanced malignant solid tumors [1] - The product utilizes genetic engineering to modify oncolytic viruses for selective infection of tumor cells and enhanced tumor-specific replication capabilities [1] - The drug incorporates multiple anti-tumor and immune-regulating genes to target and kill tumors through various mechanisms [1]

Group 1 - President Trump announced new tariffs on various imported products, effective October 1, including a 25% tariff on heavy trucks, 50% on kitchen cabinets and related materials, 30% on imported furniture, and 100% on patented and branded drugs [1] - The tariffs on drugs will only be waived if companies are building pharmaceutical factories in the U.S., with "building" defined as breaking ground or being under construction [1] - The pharmaceutical industry is warned that high tariffs may increase costs and disrupt drug supply chains, potentially putting patients at risk [7] Group 2 - The U.S. has a high dependency on imported drugs, with 70% of its pharmaceutical supply coming from abroad, prompting the administration to encourage domestic production through tariffs [7] - Major pharmaceutical companies like Johnson & Johnson, GlaxoSmithKline, and Eli Lilly have announced plans to increase investments in U.S. production, with Johnson & Johnson committing $55 billion [7] - The long-term implications of the tariff policy may lead to increased drug costs for patients, as domestic production costs in the U.S. are significantly higher than in other countries [7][8]

Group 1 - The pharmaceutical sector in both A-shares and Hong Kong stocks experienced a collective decline on September 26 [1] - In A-shares, Sunflower dropped by 10%, while Guangsheng Tang and Aosaikang fell over 8%. Other companies like Jimin Health, Hanyu Pharmaceutical, Wanbangde, Hengrui Medicine, and Huiyu Pharmaceutical also saw declines [1] - In Hong Kong stocks, WuXi AppTec decreased by over 5%, BeiGene fell by more than 4%, and Fosun Pharma dropped nearly 2% [1]

Core Viewpoint - The pharmaceutical sector in the Asia-Pacific market experienced a significant decline, with various indices showing notable drops, particularly in the weight loss drugs, innovative drugs, and CRO sectors [1][2]. Group 1: Market Performance - The A-share pharmaceutical and biotechnology sector saw a downturn, with weight loss drug index dropping by 1.56%, innovative drug index by 0.61%, and CRO index by 0.40% [2]. - Individual stocks such as Sunflower (向日葵) fell over 10%, while Aosaikang (奥赛康) and Guangshengtang (广生堂) also experienced significant declines of 9.02% and 6.56% respectively [3]. Group 2: Hong Kong and Japan Market Impact - The Hang Seng Biotechnology Index opened down nearly 2% and continued to decline, with companies like MicroPort Medical (微创医疗) and BeiGene (百济神州) showing notable drops of 5.47% and 4.75% respectively [4]. - In Japan, companies such as Sumitomo Pharma (住友制药) and Daiichi Sankyo (第一三共) also faced declines exceeding 4% and 3% respectively [4]. Group 3: External Factors - The recent announcement by U.S. President Trump regarding a new round of high tariffs on imported goods, including a punitive 100% tariff on patented and branded pharmaceuticals, is expected to impact the pharmaceutical industry significantly [5].

Core Viewpoint - The pharmaceutical sector in the Asia-Pacific market experienced a significant decline, particularly in China, with various indices related to weight-loss drugs, innovative drugs, and CROs showing notable drops [1][5]. Group 1: Market Performance - The A-share pharmaceutical and biotechnology sector saw a downturn, with the weight-loss drug index dropping by 1.56%, the innovative drug index by 1.48%, and the CRO index by 1.43% [2]. - Individual stocks such as Sunflower fell over 10%, while other companies like Aosaikang, Guangshengtang, and Jiming Health also reported significant declines [3]. Group 2: Stock Details - Specific stock performances included: - Sunflower (300111) at 7.90, down 12.22% [3] - Aosaikang (002755) at 21.18, down 9.02% [3] - Guangshengtang (300436) at 113.59, down 6.56% [3] - Jiming Health (603222) at 10.98, down 6.15% [3] - In the Hong Kong market, the Hang Seng Biotechnology Index opened nearly 2% lower, with companies like MicroPort Medical, CanSino Biologics, and BeiGene showing significant declines [4]. Group 3: External Factors - A major contributing factor to the decline was the announcement by U.S. President Trump regarding new tariffs, including a punitive 100% tariff on pharmaceutical products, effective October 1 [5].

Core Viewpoint - The company is currently facing legal issues related to the forgery of company seals, but its new drug development projects are progressing as planned, and the management is focused on enhancing operational efficiency and market expansion [1] Group 1: Legal and Operational Updates - The police have preliminarily identified the facts regarding the case of forgery involving He Qinghong, who has been arrested by the Huangyan District Procuratorate, with further investigations ongoing [1] - The company assures that its operations are normal and all business segments are developing steadily [1] Group 2: Strategic Initiatives - The management plans to leverage the innovative policies of the Boao Lecheng Pilot Zone to strengthen external collaborations and increase investment in innovative drug research [1] - The company holds a 51% stake in Boao International Hospital, which is intended to be developed into a high-level clinical research center and translational medicine platform [1] Group 3: Future Focus - In the second half of the year, the management will concentrate on the development of existing business segments, enhance market expansion efforts, and optimize asset utilization to improve operational performance and create greater value for shareholders [1]

(编辑：林辰)关键字： 医药 下半年，公司管理层将进一步聚焦现有业务板块发展，加大市场拓展力度，盘活资产，提升经营业绩水 平，为股东创造更大价值。 （上证路演） 9月25日，济民健康举办2025年半年度业绩说明会。会上管理层回应，截至目前，公安机关已初步查明 "何清红等人伪造公司印章"案的基本事实，何清红已由黄岩区检察院批准逮捕，相关案件仍在进一步侦 查中。目前，公司的新药研发项目均按计划稳步推进中，如果新的进展，公司将依照规则进行披露。目 前公司经营正常，各板块稳健发展，公司管理层将努力提升经营管理水平。 此外，管理层还提到，公司将充分利用海南博鳌乐城先行区的创新政策，进一步加强对外合作，加大对 创新药的研发投入，将博鳌国际医院打造成为高水平的临床研究中心和转化医学平台。 公司目前持有博鳌国际医院51%的股权。其他49%的股份包括公司控股股东双鸽集团及其他自然人，涉 及多方利益。公司后续如有相关安排或进展，公司将及时披露相关信息。 ...

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