辰欣药业公告称，近日收到持股5%以上股东韩延振的一致行动人南京辰昕同泰创业投资有限公司告知 函，其名称变更为江苏辰昕同泰企业管理有限公司，注册地址和经营范围也进行了变更，已办理完工商 变更手续。该公司注册资本1427.766万元，法定代表人为韩延振。此次变更不涉及该公司持有公司股份 数量及比例变动，对公司治理及经营活动无影响。 ...

Core Viewpoint - The A-share market has seen a significant rise in flu-related stocks due to a noticeable increase in flu activity across China, with most provinces entering the flu epidemic period [1] Group 1: Stock Performance - Hendi Pharmaceutical has increased by over 14%, while Hualan Biological has risen by 11% [1] - Other notable performers include Peking University Pharmaceutical with a 10% increase, and Jinshi Yao with a rise of over 7% [1] - Several companies, including Teva Pharmaceutical, Erkang Pharmaceutical, and others, have also shown gains of over 5% [1] Group 2: Market Context - Recent data from the China CDC indicates that flu virus cases have surpassed other respiratory viruses, marking a significant shift in the current flu season [1] - Since mid-October, sales of related medications, such as Oseltamivir, have increased, with production running continuously [1]

Core Viewpoint - Recent data indicates a significant rise in influenza activity in China, with a notable increase in patients visiting hospitals for treatment, prompting the need for early antiviral therapy and consideration of various factors in drug selection [1][2][3] Group 1: Influenza Activity - The latest report from the Chinese Center for Disease Control and Prevention shows a marked increase in influenza activity, particularly in southern provinces, with the percentage of influenza-like illness (ILI) cases reported at 4.6%, up from 4.1% the previous week [2] - Northern provinces reported an ILI percentage of 5.1%, significantly higher than the previous week's 3.7% and above levels from 2022, 2023, and 2024 [2] - A total of 347 influenza-like illness outbreaks were reported nationwide, with 245 cases identified as A(H3N2) [2] Group 2: Treatment and Drug Approval - The increase in influenza cases has led to a rise in hospital visits, particularly in pediatric departments, with doctors recommending early antiviral treatment within 48 hours of symptom onset [4] - Oseltamivir remains the preferred antiviral treatment, especially for children and immunocompromised patients, with over 120 approvals for related products from various companies [4][5] - The market for oseltamivir is dominated by Dongyangguang Pharmaceutical, holding over 70% market share in the past three years [4] Group 3: New Drug Developments - Several new RNA polymerase inhibitors have been approved in China, with the year 2025 being referred to as the "Year of Domestic Influenza New Drugs" [1][6] - Roche's Marbofloxacin has seen a significant increase in demand, with supply pressures leading to local production initiatives [6][7] - Other domestic companies, such as Qingfeng Pharmaceutical and Zhongsheng Pharmaceutical, have also launched new antiviral drugs, contributing to a broader range of treatment options for influenza [7][8] Group 4: Market Dynamics - The price of Marbofloxacin ranges from 195 to 234 yuan per pack, with no adjustments made by Roche despite increased demand [7] - Companies like Haizheng Pharmaceutical have reported a significant rise in demand for their antiviral products, with ongoing supply guarantees in place [8][9] - The market is seeing increased competition as more domestic firms enter the RNA polymerase inhibitor space, with several products currently in clinical trials or awaiting approval [9]

Core Viewpoint - Chenxin Pharmaceutical is a well-established chemical drug manufacturer in China, with a strong focus on research and development, and has been listed on the Shanghai Stock Exchange since 2017 [1] Group 1: Business Performance - In Q3 2025, Chenxin Pharmaceutical achieved a revenue of 2.584 billion yuan, ranking 27th among 110 companies in the industry, with the industry leader, East China Pharmaceutical, generating 32.664 billion yuan [2] - The company's net profit for the same period was 385 million yuan, placing it 21st in the industry, while the top performer, Hengrui Medicine, reported a net profit of 5.76 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, Chenxin Pharmaceutical's debt-to-asset ratio was 18.72%, down from 21.48% year-on-year, significantly lower than the industry average of 35.26%, indicating strong solvency [3] - The company's gross profit margin stood at 55.08%, slightly below the industry average of 57.17%, reflecting a competitive profitability position [3] Group 3: Executive Compensation - The chairman and general manager, Du Zhenxin, received a salary of 1.1628 million yuan in 2024, an increase of 191,000 yuan from the previous year [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 14.38% to 30,800, while the average number of circulating A-shares held per shareholder increased by 16.79% to 14,700 [5]

Core Points - The Shanghai Composite Index closed at 3961.62 points, above the six-month moving average, with a decline of 0.63% [1] - The total trading volume of A-shares reached 157.92 billion yuan [1] - A total of 259 A-shares have surpassed the six-month moving average, with notable stocks showing significant deviation rates [1] Summary by Category Market Performance - The Shanghai Composite Index is currently at 3961.62 points, indicating a slight decline of 0.63% [1] - The total trading volume for A-shares today is reported at 157.91 billion yuan [1] Stocks Surpassing Six-Month Moving Average - 259 A-shares have broken through the six-month moving average, with the highest deviation rates observed in stocks such as: - Yatong Precision Engineering (8.20%) - Excellent New Energy (7.57%) - Deyuan Pharmaceutical (7.38%) [1] - Other stocks with smaller deviation rates include: - New Hope - Shanghai Phoenix - Angli Education, which have just crossed the six-month line [1] Notable Stocks and Their Metrics - Top stocks with significant price changes and their metrics include: - Yatong Precision Engineering: +9.76%, turnover rate 31.45%, six-month line 23.27 yuan, latest price 25.18 yuan, deviation rate 8.20% [1] - Excellent New Energy: +9.90%, turnover rate 2.44%, six-month line 45.62 yuan, latest price 49.07 yuan, deviation rate 7.57% [1] - Deyuan Pharmaceutical: +11.83%, turnover rate 8.02%, six-month line 38.03 yuan, latest price 40.84 yuan, deviation rate 7.38% [1]

Group 1 - The company, Chenxin Pharmaceutical, announced the appointment of Xun Bing as a member of the fifth board of directors' Compensation and Assessment Committee [2]

Core Insights - The company reported a revenue of 844,006,957.32 yuan for the third quarter of 2025, representing a year-on-year decline of 9.41% [2] - The net profit attributable to shareholders of the listed company was 152,861,412.58 yuan, showing a year-on-year increase of 19.61% [2] Financial Performance - Revenue for Q3 2025: 844 million yuan, down 9.41% year-on-year [2] - Net profit for Q3 2025: 152 million yuan, up 19.61% year-on-year [2]

Core Insights - The company reported a revenue of 2.584 billion yuan for the first three quarters of 2025, representing a year-on-year decline of 13.94% [1] - The net profit attributable to the parent company was 382 million yuan, down 4.05% year-on-year [1] - The non-recurring net profit was 274 million yuan, reflecting a significant year-on-year decrease of 24.60% [1] - The basic earnings per share stood at 0.84 yuan [1]

Core Insights - The company reported a revenue of 844 million yuan for Q3 2025, representing a year-on-year decline of 9.41% [1] - The net profit attributable to shareholders increased to 153 million yuan, showing a year-on-year growth of 19.61% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 94.38 million yuan, which is a year-on-year decrease of 25.58% [1]

证券代码：603367 证券简称：辰欣药业 公告编号：2025-058 关于制定及修订公司治理相关制度的公告 辰欣药业股份有限公司 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。 辰欣药业股份有限公司（以下简称"公司"或"辰欣药业"）于 2025 年 10 月 28 日召开了第五届董事会第十次会议，审议通过了《关于制定＜辰 欣药业股份有限公司信息披露暂缓与豁免管理制度＞的议案》《关于制定＜ 辰欣药业股份有限公司年报信息披露重大差错责任追究管理制度＞的议案》 《关于修订＜辰欣药业股份有限公司董事会提名委员会工作细则＞的议案》 等相关议案，现将有关情况公告如下： 一、本次制定及修订公司治理相关制度的原因说明 为进一步规范公司运作,完善公司治理，公司根据《公司法》《证券法》 《上市公司章程指引(2025 年修订)》《关于新<公司法>配套制度规则实施相关 过渡期安排》《上海证券交易所上市公司自律监管指引第 1 号——规范运作》 等相关法律、法规和规范性文件的最新规定，结合公司实际情况，公司拟制 定及修订公司治理相关制度。 | 序号 | ...