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。 注册资本：人民币20,000万元整 成立日期：2016年10月13日 一、交易概述 因业务发展需要，山东步长制药股份有限公司（以下简称"公司"或"步长制药"）控股子公司上海合璞医 疗科技有限公司（以下简称"上海合璞"）股东王宝才拟将其未实缴的上海合璞0.05%股权以0元交易价格 转让给赵晓刚、拟将其未实缴的上海合璞0.025%股权以0元交易价格转让给程锴。公司同意放弃优先受 让权，交易完成后，公司持有上海合璞71.30%股权不变。具体内容详见公司2025年9月17日披露于上海 证券交易所网站（www.sse.com.cn）的《关于拟放弃优先受让控股子公司股权暨关联交易的公告》（公 告编号：2025-181）。 二、本次交易的进展 近日，上海合璞已完成工商变更登记手续。变更后的相关信息如下： 名称：上海合璞医疗科技有限公司 类型：有限责任公司（外商投资企业与内资合资） 法定代表人：胡昂 山东步长制药股份有限公司董事会 2026年2月5日 住所：上海市奉贤区海湾旅游区莘奉公路4936 ...

Core Viewpoint - The Chinese medicine industry is currently facing significant challenges, including regulatory changes that may lead to the elimination of many traditional Chinese medicine products, but this could also serve as an opportunity for industry upgrade and quality improvement [7][9][33]. Group 1: Industry Performance and Market Sentiment - After the "924" market trend in 2024, the Shenwan Chinese Medicine Index has been adjusted and has continued to consolidate, with a cumulative decline of over 10% [3]. - Even with performance forecasts indicating profit growth for Chinese medicine companies, the market has not responded positively, as seen with WoHua Pharmaceutical's net profit doubling yet experiencing a 6.01% drop in stock price the following day [4]. - The recent negative sentiment in the market is largely due to the impending withdrawal of a large number of traditional Chinese medicine products, as new regulations require clearer safety information on product labels [7][8]. Group 2: Regulatory Changes and Industry Impact - The new regulations state that any traditional Chinese medicine product with unclear safety information will not be approved for re-registration after July 1, 2026, affecting approximately 57,000 existing products, with over 70% facing safety information issues [7]. - The industry is experiencing a "compliance storm," which is seen not merely as a phase of elimination but as a catalyst for quality improvement and modernization of traditional Chinese medicine [9][11][33]. Group 3: Strategies for Development - To survive, companies must focus on supplementing safety data and revising product labels to ensure compliance with new regulations [15][16]. - Many leading companies have already completed the revision of their core products' labels, indicating a proactive approach to compliance [19]. - The compliance costs associated with these changes are manageable for companies with market support, as evidenced by several firms maintaining profitability despite the regulatory pressures [22][24]. Group 4: Innovation and Future Growth - Beyond compliance, companies need to invest in innovative research and development to ensure long-term growth, especially in a challenging market environment characterized by price reductions and weak consumer demand [27]. - New drug classifications in traditional Chinese medicine include ancient classic formulas, improved formulations, and innovative drugs, with the latter representing the highest potential for future competitiveness [28][30]. - Companies like Kangyuan Pharmaceutical and Shenwei Pharmaceutical are leading in innovation, having received multiple approvals for new products, indicating a focus on future growth opportunities [30][31].

山东步长制药股份有限公司 关于拟放弃优先受让控股子公司股权暨关联交易的进展公告 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。 一、交易概述 因业务发展需要，山东步长制药股份有限公司（以下简称"公司"或"步长 制药"）控股子公司上海合璞医疗科技有限公司（以下简称"上海合璞"）股东王 宝才拟将其未实缴的上海合璞 0.05%股权以 0 元交易价格转让给赵晓刚、拟将其未 实缴的上海合璞 0.025%股权以 0 元交易价格转让给程锴。公司同意放弃优先受让 权，交易完成后，公司持有上海合璞 71.30%股权不变。具体内容详见公司 2025 年 9 月 17 日披露于上海证券交易所网站（www.sse.com.cn）的《关于拟放弃优先受 让控股子公司股权暨关联交易的公告》（公告编号：2025-181）。 二、本次交易的进展 近日，上海合璞已完成工商变更登记手续。变更后的相关信息如下： 名称：上海合璞医疗科技有限公司 证券代码：603858 证券简称：步长制药 公告编号：2026-016 特此公告。 法定代表人：胡昂 注册资本：人民币 20 ...

Industry Overview - The "Special Regulations on the Registration Management of Traditional Chinese Medicine" is set to reshape the Chinese medicine industry, with a deadline of July 1, 2026, for compliance [1] - The regulation mandates that any traditional Chinese medicine (TCM) with unclear safety information in its instructions will not be re-registered after three years from its implementation on July 1, 2023 [1] Safety and Quality Concerns - Concerns have been raised about the safety of TCM; however, data shows that TCM accounts for only 12% of adverse drug reactions, compared to 81% for chemical drugs, indicating relative safety [2] - The core purpose of the new regulation is to enhance the safety information in TCM product instructions, promoting high-quality development in the industry [2] Company Responses - Leading companies like Yiling Pharmaceutical and Rongchang Pharmaceutical have proactively updated their product instructions to comply with the new regulations, ensuring clear statements on contraindications, adverse reactions, and precautions [3] - Yiling Pharmaceutical has 17 patented TCM products that have been revised according to regulatory requirements, while Rongchang Pharmaceutical has simplified instructions for better consumer understanding [3] Industry Transformation - The industry is at a crossroads, facing short-term compliance pressures while needing to balance innovation and regulation in the long term [4] - The government encourages high-quality development and innovation in TCM, suggesting that products with clear evidence of safety and efficacy will gain a competitive edge in the market [4] - Although the policy changes may cause short-term challenges, they are expected to lead to healthier industry development by eliminating outdated practices and improving product quality [4]

Market Overview - The Chinese traditional medicine sector increased by 0.73% on February 3, with Foci Pharmaceutical leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up by 1.29%, while the Shenzhen Component Index closed at 14127.1, up by 2.19% [1] Stock Performance - Foci Pharmaceutical (002644) closed at 9.65, rising by 4.78% with a trading volume of 335,000 shares and a transaction value of 314 million yuan [1] - Other notable performers include: - Bichang Pharmaceutical (603858) at 17.52, up by 3.98% [1] - Zhendong Pharmaceutical (300158) at 5.76, up by 3.04% [1] - Dong'e Ejiao (000423) at 52.90, up by 2.94% with a transaction value of 800 million yuan [1] Capital Flow - The traditional medicine sector experienced a net outflow of 193 million yuan from institutional investors, while retail investors saw a net inflow of 190 million yuan [2] - The capital flow for key stocks includes: - Bichang Pharmaceutical with a net inflow of 42.06 million yuan from institutional investors [3] - Foci Pharmaceutical with a net inflow of 14.63 million yuan from institutional investors [3] - Dong'e Ejiao had a net inflow of 12.57 million yuan from institutional investors [3]

资料显示，山东步长制药股份有限公司位于山东省菏泽市牡丹区中华西路369号，成立日期2001年5月10 日，上市日期2016年11月18日，公司主营业务涉及中成药的研发、生产和销售。主营业务收入构成为： 中成药82.34%，化学药10.08%，医疗器械6.61%，其他0.97%。 从步长制药十大流通股东角度 2月3日，步长制药涨5.1%，截至发稿，报17.71元/股，成交2.01亿元，换手率1.11%，总市值186.76亿 元。 数据显示，南方基金旗下1只基金位居步长制药十大流通股东。南方中证500ETF（510500）三季度减持 14.45万股，持有股数804.2万股，占流通股的比例为0.76%。根据测算，今日浮盈赚取约691.61万元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1446.9亿。今年以来收益7.7%，同类排 名716/5562；近一年收益46.3%，同类排名1226/4285；成立以来收益171.03%。 截至发稿，罗文杰累计任职时间12年291天，现任基金资产总规模1713.58亿元，任职期间最佳基金回报 187.93%， 任职期间最差基金回报-47.6%。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603858 证券简称：步长制药 公告编号：2026-014 山东步长制药股份有限公司 关于以集中竞价交易方式 首次回购股份的公告 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。 重要内容提示： 三、其他事项 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第7号一一回购股 份》等相关规定，在回购期限内根据市场情况择机做出回购决策并予以实施，同时根据回购股份事项进 展情况及时履行信息披露义务，敬请广大投资者注意投资风险。 ■ 一、回购股份的基本情况 山东步长制药股份有限公司（以下简称"公司"）于2026年1月16日召开第五届董事会第四十一次会议， 审议通过了《关于以集中竞价交易方式回购股份的方案的议案》，同意公司使用自有资金、金融机构回 购专项借款以集中竞价交易方式回购社会公众股份。在本次回购股份价格上限23.98元/股的条件下，按 照本次拟回购股份金额下限0.60亿元测算，预计可回购数量约为250.21万股，按照本次拟回购股份金额 上限1. ...

（文章来源：证券日报） 证券日报网讯 2月2日，步长制药发布公告称，2026年2月2日，公司通过集中竞价交易方式首次回购公 司股份2，176，000股，占公司总股本的比例为0.21%。 ...

每经AI快讯，步长制药2月2日晚间发布公告称，2026年2月2日，公司通过集中竞价交易方式首次回购 公司股份约218万股，已回购股份占公司总股本的比例为0.21%，购买的最高价为17.12元/股，最低价为 16.75元/股，累计已支付的总金额约为3676万元。已回购股份占比存在尾差，系四舍五入造成。 每经头条（nbdtoutiao）——曾卖劳斯莱斯、保时捷等豪车，汽车销售巨头宝利德如今破产清算：杭州 总部已人去楼空，义乌子公司贴上了封条 （记者 王晓波） ...

证券代码：603858 证券简称：步长制药 公告编号：2026-014 山东步长制药股份有限公司 | 回购方案首次披露日 | 2026/1/17 | | --- | --- | | 回购方案实施期限 | 待董事会审议通过后 12 个月 | | 预计回购金额 | 6,000万元~12,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 √用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 2,176,000股 | | 累计已回购股数占总股本比例 | 0.21% | | 累计已回购金额 | 3,675.79万元 | | 实际回购价格区间 | 16.75元/股~17.12元/股 | 一、回购股份的基本情况 山东步长制药股份有限公司（以下简称"公司"）于 2026 年 1 月 16 日召开第 五届董事会第四十一次会议，审议通过了《关于以集中竞价交易方式回购股份的 方案的议案》，同意公司使用自有资金、金融机构回购专项借款以集中竞价交易方 式回购社会公众股份。在本次回购股份价格上限 23.98 元/股的条件下，按照本次 拟回购股份金额下限 0.60 亿元测算 ...