证券代码：603858 证券简称：步长制药 公告编号：2025-112 山东步长制药股份有限公司 关于控股子公司住所及名称变更的公告 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法律责任。 山东步长制药股份有限公司（以下简称"公司"）于 2025 年 6 月 10 日召开 第五届董事会第二十四次会议，审议通过了《关于控股子公司住所变更的议案》 《关于控股子公司住所及名称变更的议案》，公司控股子公司山东步长畅妍生物 科技有限公司（以下简称"步长畅妍"）因经营管理之需要，拟对其住所进行变 更，公司控股子公司济南步长建鑫生物科技有限公司（以下简称"步长建鑫"） 因经营管理之需要，拟对其住所及名称进行变更。具体情况如下： 二、步长建鑫 （一）住所变更情况 变更前住所：山东省济南市莱芜高新区鹏泉街道大桥北路东岳小区沿街楼南 段第三户 401 室 变更后住所：浙江省杭州市萧山区博地中心 C 座 5610 （二）名称变更情况 变更前名称：济南步长建鑫生物科技有限公司 变更后名称：杭州步长建鑫生物科技有限公司 一、步长畅妍 变更前住所：山东省济南市莱 ...

证券代码：603858 证券简称：步长制药 公告编号：2025-111 山东步长制药股份有限公司 经与会董事研究，会议审议通过了如下议案： 公司控股子公司山东步长畅妍生物科技有限公司因经营管理之需要，拟对其 住所进行变更。 具体内容详见公司同日披露于上海证券交易所网站（www.sse.com.cn）的《关 于控股子公司住所及名称变更的公告》（公告编号：2025-112）。 该议案已经公司董事会战略与投资委员会审议通过并同意提交董事会审议。 表决结果：同意 9 票，反对 0 票，弃权 0 票。 公司控股子公司山东步长建鑫生物科技有限公司因经营管理之需要，拟对其 住所及名称进行变更。 第五届董事会第二十四次会议决议公告 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法律责任。 山东步长制药股份有限公司（以下简称"公司"）第五届董事会第二十四次 会议的通知于 2025 年 6 月 3 日发出，会议于 2025 年 6 月 10 日下午 13 时以通讯 方式召开，应参会董事 9 人，实参会董事 9 人，会议由董事长赵涛先生主持。会 议出席人数、 ...

证券代码：603858 证券简称：步长制药 公告编号：2025-113 山东步长制药股份有限公司（以下简称"公司"）近日获悉，公司控股子公 司四川泸州步长生物制药有限公司的"阿达木单抗注射液"药品注册上市许可申 请获国家药品监督管理局的受理，并收到《受理通知书》。现将有关信息披露如 下： 一、药品基本情况 药品名称：阿达木单抗注射液 剂型：注射剂 山东步长制药股份有限公司 关于控股子公司取得药品注册受理通知书的公告 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法律责任。 申请人：四川泸州步长生物制药有限公司 受理号：CXSS2500061 受理结论：根据《中华人民共和国行政许可法》第三十二条的规定，经审查， 决定予以受理。 二、药品其他情况 1、药品说明 阿达木单抗注射液适应症：类风湿关节炎、强直性脊柱炎、银屑病、克罗恩 病、葡萄膜炎、多关节型幼年特发性关节炎、儿童斑块状银屑病、儿童克罗恩病。 2、研发投入 截至 2025 年 5 月 31 日，公司在阿达木单抗注射液项目上投入的研发费用约 为 18,110.56 万元。 规格：40m ...

山东步长制药股份有限公司 关于控股子公司住所及名称变更的公告 证券代码：603858 证券简称：步长制药 公告编号：2025-112 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。 山东步长制药股份有限公司（以下简称"公司"）于 2025 年 6 月 10 日召开 第五届董事会第二十四次会议，审议通过了《关于控股子公司住所变更的议案》 《关于控股子公司住所及名称变更的议案》，公司控股子公司山东步长畅妍生物 科技有限公司（以下简称"步长畅妍"）因经营管理之需要，拟对其住所进行变 更，公司控股子公司济南步长建鑫生物科技有限公司（以下简称"步长建鑫"） 因经营管理之需要，拟对其住所及名称进行变更。具体情况如下： 一、步长畅妍 变更前住所：山东省济南市莱芜高新区鹏泉街道汇源大街 67 号莱芜高新技 术创业服务中心 19 楼 1922-01 房间 变更后住所：山东省济南市莱芜高新区鹏泉街道凤城东大街 111 号沿街商住 楼东数第十八户 101 号 二、步长建鑫 （一）住所变更情况 变更前住所：山东省济南市莱芜高新区鹏泉街道大桥北路东岳小 ...

证券代码：603858 证券简称：步长制药 公告编号：2025-111 山东步长制药股份有限公司 第五届董事会第二十四次会议决议公告 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法律责任。 山东步长制药股份有限公司（以下简称"公司"）第五届董事会第二十四次 会议的通知于 2025 年 6 月 3 日发出，会议于 2025 年 6 月 10 日下午 13 时以通讯 方式召开，应参会董事 9 人，实参会董事 9 人，会议由董事长赵涛先生主持。会 议出席人数、召开和表决方式符合《中华人民共和国公司法》等法律、法规及《山 东步长制药股份有限公司章程》的相关规定，合法有效。 公司控股子公司山东步长畅妍生物科技有限公司因经营管理之需要，拟对其 住所进行变更。 具体内容详见公司同日披露于上海证券交易所网站（www.sse.com.cn）的《关 于控股子公司住所及名称变更的公告》（公告编号：2025-112）。 该议案已经公司董事会战略与投资委员会审议通过并同意提交董事会审议。 表决结果：同意 9 票，反对 0 票，弃权 0 票。 2、《关于控股子公 ...

证券代码：603858 证券简称：步长制药 公告编号：2025-110 山东步长制药股份有限公司 关于全资子公司药品生产许可证变更的公告 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法律责任。 山东步长制药股份有限公司（以下简称"公司"）近日获悉全资子公司陕西 步长制药有限公司（以下简称"陕西步长"）获得陕西省药品监督管理局许可， 同意陕西步长《药品生产许可证》生产范围的变更，其他内容不变，现将相关情 况公告如下： 一、药品生产许可证相关情况 企业名称：陕西步长制药有限公司 分类码：AhzBzCh 企业负责人：张卫民 质量负责人：梁晓莉 生产地址和生产范围：咸阳市渭阳西路西延段 123 号：片剂，硬胶囊剂，颗 粒剂，合剂，糖浆剂（含中药提取）；陕西省咸阳市秦都区步长路 16 号：散剂 （外用），片剂，硬胶囊剂，颗粒剂，合剂，糖浆剂，煎膏剂（膏滋），软胶囊 剂，茶剂*** 注册地址：陕西省咸阳市秦都区步长路 16 号 法定代表人：赵超 许可证编号：陕 20160035 山东步长制药股份有限公司董事会 有效期至：2025 年 12 月 1 ...

Core Viewpoint - The article discusses the significant impact of centralized procurement policies on the traditional Chinese medicine (TCM) industry, highlighting the challenges and potential restructuring within the sector as it enters a new era of competition and pricing pressures [1][2][3]. Group 1: Impact of Centralized Procurement - The centralized procurement system has greatly affected the Western medicine industry, and similar pressures are now being felt in the TCM sector as it officially enters the "procurement era" [1][3]. - The scope of centralized procurement for TCM has expanded from 15 provinces to nationwide, with the number of products increasing to 45, indicating a growing impact on the industry [10][9]. - Many selected companies are pricing their products close to cost, leading to expectations of profit declines in the TCM industry by 2025 [11][12]. Group 2: Market Dynamics and Price Trends - Despite the challenges, the price of raw materials for TCM has significantly decreased this year, with the Chinese herbal medicine price index dropping over 20% from its peak [14][13]. - Some companies that won bids in the procurement process are experiencing unexpectedly high profits due to fixed hospital procurement prices, leading to optimistic sales forecasts [17]. - The average price drop for selected products in the latest procurement round was 47.38%, with some products seeing reductions as high as 69.3% [37][38]. Group 3: Industry Restructuring and Future Outlook - The TCM industry is expected to undergo significant restructuring, with a potential reduction in the number of suppliers as centralized procurement becomes more prevalent [23][24]. - The government has issued policies aimed at enhancing the quality and development of the TCM industry, indicating a push towards modernization and improved standards [25]. - The performance of TCM companies has been under pressure, with a reported 4.6% decline in total revenue and an 18.7% drop in net profit for 75 listed TCM companies in 2024 [29][28]. Group 4: Competitive Landscape - The competitive landscape is shifting, with traditional TCM giants facing challenges as their unique product strategies are tested by centralized procurement [33][40]. - Companies that previously opted out of insurance reimbursement to avoid price cuts are now facing increased pressure as more exclusive products enter centralized procurement [34][36]. - The article suggests that only companies with strong R&D capabilities, unique products, and brand advantages will thrive in the increasingly competitive environment [44][42].

Policy Developments - The State Administration for Market Regulation announced ten typical cases of illegal advertising, with multiple cases involving the medical field, including one case related to medical device advertising and two cases concerning illegal drug advertising [2] - As of the end of April, a total of 11,459 illegal advertising cases were investigated, resulting in fines totaling 88.309 million yuan [2] Drug and Device Approvals - Shuyou Shen announced that its subsidiary received a notice from the National Medical Products Administration regarding the conditional listing application for "STSP-0601," a drug aimed at promoting rapid hemostasis for adult patients with hemophilia A or B [4] - Lepu Medical received registration approval from the NMPA for its self-developed polylactic acid facial filler, known as "童颜针," marking a significant milestone in the dermatology field [5] Capital Market Activities - Baiyang Pharmaceutical announced the release of 5.3 million shares from pledge by its controlling shareholder, representing 1.44% of the shares held by the shareholder and 1.01% of the company's total share capital [7] - Jincheng Pharmaceutical provided a guarantee of 5 million yuan for its wholly-owned subsidiary, Shandong Jincheng Biological Pharmaceutical Co., Ltd. [8] Industry Developments - AstraZeneca announced significant progress in the treatment of EGFR mutation-positive non-small cell lung cancer with MET amplification, with interim results from the SACHI Phase III study to be presented at the ASCO annual meeting [10][11] - Yuheng Pharmaceutical signed a market promotion service agreement with Eisai (China) Pharmaceutical for "Mikobao," which will enhance Yuheng's product pipeline and increase revenue [12] - New Scene Intelligence authorized BeiGene to develop universal cell therapy drugs based on a specific TCR molecule, with potential milestone payments and revenue sharing [13] - Buchang Pharmaceutical withdrew its clinical trial application for a rabies vaccine, indicating the need for further research before resubmission [14] Public Opinion Alerts - Huaxi Biological responded to recent controversies regarding recombinant collagen, emphasizing the importance of product quality over naming conventions [16] - Kangning Jerey announced a share transfer agreement involving 14.6 million shares, amounting to 117 million HKD [17]

Macro Insights - The Caixin China Manufacturing PMI fell to 48.3 in May, marking the first contraction since October of the previous year, with production and new orders both dropping to their lowest levels since December 2022 and October 2022 respectively [3] - The OECD has revised down its global GDP growth forecast for 2025 to 2.9%, previously at 3.1%, and also lowered the 2026 forecast from 3.0% to 2.9% [4] Bond Market Insights - In May, the issuance of ETFs experienced a decline for the fourth consecutive month, with only 11.068 billion units issued, the lowest in five months, while bond funds dominated the market with a 55.07% share [6] Corporate Alerts - Longshan City Investment announced that its chairman is under investigation for serious violations of discipline and law [7] - The Shaanxi Xixian New Area Development Group has 70.399 billion yuan in restricted assets, accounting for 88.87% of its net assets, with overdue financing amounts reaching 443 million yuan [8] - Shenzhen Longguang Holdings announced that its restructuring and grace period proposals were not approved, with total debts of 27.8532 billion yuan as of April 30, 2025 [9] - The Qinhan New City project has generated only 8.1 million yuan in revenue against an expected 260.2 million yuan due to macroeconomic slowdown [10] - Wenzhou Public Utilities Group reported an increase in borrowings of 3.824 billion yuan, representing 29.52% of its net assets as of the end of the previous year [11] Stock Market Insights - The Shenzhen Component Index and ChiNext Index will undergo sample adjustments, effective June 16, with multiple stocks being added [13] - NIO reported a Q1 2025 adjusted net loss of 6.279 billion yuan, compared to a net loss of 4.903 billion yuan in the same period last year [15] Industry Alerts - The Ministry of Commerce responded to the EU's proposed restrictions on Chinese companies participating in public procurement for medical devices, condemning it as a discriminatory measure [36] - The National Federation of Industry and Commerce's automotive dealers' association called for a resistance against "involutionary" competition, particularly price wars [37] - The domestic refined oil prices have increased for the fourth time this year, with gasoline and diesel prices rising by 65 yuan and 60 yuan per ton respectively [39] - The China Coal Transportation and Marketing Association reported weak coal consumption since April, with high inventory levels and declining prices [40]

证券代码：603858 证券简称：步长制药 公告编号：2025-107 山东步长制药股份有限公司 关于召开2024年年度股东会的通知 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。 重要内容提示： (一)股东会类型和届次 (五)网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 6 月 26 日至2025 年 6 月 26 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00-15:00；通过互联 网投票平台的投票时间为股东会召开当日的 9:15-15:00。 (六)融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 涉及融资融券、转融通业务、约定购回业务相关账户以及沪股通投资者的投 票，应按照《上海证券交易所上市公司自律监管指引第 1 号—规范运作》等有关 规定执行。 (二)股东会召集人：董事会 公司于 2025 年 5 月 26 日发出第五届董事 ...