Group 1 - In the past five trading days, a total of 196 companies were investigated by institutions, with a significant focus on companies like Jingzhida, Xinlitai, and Enhua Pharmaceutical [1] - Among the companies investigated, 29 received attention from more than 20 institutions, with Jingzhida being the most popular, attracting 138 institutions [1] - The types of institutions involved in the investigations included 171 securities companies, 118 fund companies, and 57 private equity firms, indicating a strong interest from the securities sector [1] Group 2 - In terms of capital inflow, 8 out of the 29 companies that attracted more than 20 institutions saw net capital inflows, with Dangsheng Technology receiving the highest net inflow of 293 million yuan [1] - The performance of the investigated stocks showed that 12 companies experienced price increases, with Shen Gong Co., Jingzhida, and Xinlitai leading with gains of 31.80%, 17.68%, and 15.81% respectively [2] - Conversely, 17 companies saw declines, with Han Zhong Precision, Kexing Pharmaceutical, and Gao Weida experiencing the largest drops of 13.31%, 9.84%, and 9.25% respectively [2] Group 3 - The most frequently investigated company was Binglun Environment, which was surveyed 4 times, while Hu Dian Co. and Fule New Materials were investigated 3 and 2 times respectively [1] - The detailed list of companies investigated includes various sectors such as machinery, pharmaceuticals, and electronics, highlighting a diverse interest from institutions [2][3]

Market Overview - The biopharmaceutical sector experienced a decline of 0.21% on September 25, with Nossland leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Stock Performance - Notable gainers in the biopharmaceutical sector included: - Aopu Mai (688293) with a closing price of 62.85, up 7.42% and a trading volume of 30,600 [1] - Rongchang Biotech (688331) closed at 108.50, up 3.43% with a trading volume of 89,200 [1] - Baipusais (301080) closed at 62.16, up 3.43% with a trading volume of 43,500 [1] - Major decliners included: - Nossland (430047) closed at 22.99, down 3.69% with a trading volume of 57,000 [2] - Wufan Biotech (301393) closed at 53.12, down 3.42% with a trading volume of 24,600 [2] - Kexing Pharmaceutical (688136) closed at 38.75, down 3.34% with a trading volume of 53,500 [2] Capital Flow - The biopharmaceutical sector saw a net outflow of 207 million yuan from institutional investors, while retail investors contributed a net inflow of 45.07 million yuan [2] - Notable capital flows included: - Rongchang Biotech (688331) with a net inflow of 1.021 billion yuan from institutional investors [3] - Junshi Biosciences (688180) with a net inflow of 35.36 million yuan from institutional investors [3] - Aopu Mai (688293) with a net inflow of 9.41 million yuan from institutional investors [3]

Core Insights - The company’s inhalation solution of human interferon α1b has been included in the list of breakthrough therapeutic varieties by the National Medical Products Administration, indicating its potential significant clinical benefits in antiviral treatment [1] - The product is a key research pipeline in the antiviral field and has progressed to Phase III clinical trials, having received FDA approval for clinical trials earlier this year [1][2] Group 1: Product Development - The GB05 project, which is the inhalation solution of human interferon α1b, is specifically designed for pediatric use to treat lower respiratory tract infections caused by respiratory syncytial virus (RSV) [2] - There is a significant market demand for antiviral drugs targeting RSV infections in infants and young children, and this product aims to fill that gap, potentially becoming the first inhalation formulation for treating pediatric RSV globally [2] - The inhalation solution offers advantages over traditional administration methods, such as faster onset of action and improved patient compliance, particularly for young children who may be averse to injections [2] Group 2: Innovation and Strategy - The company has been focusing on high-quality drug development and internationalization, particularly in the fields of oncology, autoimmune diseases, and antiviral treatments [3] - The inclusion of the GB05 project in the breakthrough therapeutic varieties list is a result of the company's strategic emphasis on innovation and international expansion [3] - The company aims to enhance its global market competitiveness and achieve its goal of becoming an innovative multinational biopharmaceutical enterprise by continuously driving innovation [3]

Core Viewpoint - The recent strategic partnership between 联康生物科技集团 and 科兴生物制药 is aimed at expanding the commercialization of a novel osteoporosis treatment across six countries in the Middle East and Latin America [1] Group 1: Shareholder Activity - On September 23, shareholders of 联康生物科技集团 deposited shares worth HKD 113 million into HSBC Hong Kong, representing 12.33% of the total shareholding [1] Group 2: Strategic Partnership - 联康生物科技集团's wholly-owned subsidiary, 北京博康健基因科技有限公司, has signed a strategic cooperation agreement with 科兴生物制药股份有限公司 [1] - The agreement grants 科兴制药 exclusive commercialization rights for the innovative osteoporosis treatment 博固泰® in six countries: Saudi Arabia, Egypt, Morocco, Colombia, Argentina, and Mexico [1]

Core Viewpoint - The company announced that its inhaled human interferon α1b solution has been included in the list of breakthrough therapeutic drugs by the National Medical Products Administration (NMPA) of China, marking a significant advancement in its antiviral drug development [1][2]. Group 1: Drug Information - The inhaled human interferon α1b solution is designed for pediatric patients suffering from respiratory syncytial virus (RSV) infections, which are a leading cause of acute respiratory infections in children [2]. - RSV infections accounted for over 60% of acute respiratory infections in children, with 33 million cases reported globally in 2019 among children under five years old [2]. - In China, approximately 3.5 million cases of RSV infections were reported in 2019, representing over 10% of the global total, with hospitalization rates between 620,000 to 950,000, accounting for 18-27% of global hospitalizations [2]. Group 2: Clinical Development Status - As of the date of the announcement, the inhaled human interferon α1b solution is in the Phase III clinical trial stage [3]. Group 3: Impact on the Company - The inclusion of the inhaled human interferon α1b solution in the breakthrough therapy list will not have a significant immediate impact on the company's financial performance [5]. - The company acknowledges the long and uncertain nature of drug development, which involves substantial investment and multiple stages, and will continue to communicate progress in accordance with regulatory requirements [5].

Group 1: Company Announcements - Ganli Pharmaceutical signed a technology transfer and supply agreement with FZ and BIOMM, with a total supply framework agreement amount expected to be no less than 3 billion RMB [1] - Upwind New Materials completed the transfer of 121 million shares, changing its controlling shareholder to Zhiyuan Hengyue, associated with Zhiyuan Robotics [2] - Poly Developments plans to publicly issue corporate bonds not exceeding 15 billion RMB for various purposes including debt repayment and project construction [3] Group 2: Shareholder Actions - Lenovo Holdings reduced its stake in Lakala by 8.0781 million shares, decreasing its ownership from 25.00% to 23.97% [4] - Fenghuo Communication plans to repurchase shares with a budget between 75 million and 150 million RMB, with a maximum repurchase price of 40.53 RMB per share [5] - Hualing Cable intends to acquire control of San Bamboo Intelligent for no more than 270 million RMB to enhance its capabilities in robotics and high-frequency transmission [6] Group 3: Market Developments - Guiguang Network clarified that rumors regarding major collaborations with Huawei Cloud and restructuring with state-owned enterprises are untrue [7] - Dongshan Precision is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international presence [8] - Wolong Nuclear Materials' subsidiary plans to invest up to 1 billion RMB in a new materials project in Suzhou [9] Group 4: Other Corporate Activities - Chao Xun Communication's management completed their share reduction plan, with specific shares sold by board members [10] - Various companies are involved in significant project bids and collaborations, including China Electric Research and others [15]

Core Viewpoint - The company has announced that its subsidiary, Shenzhen Kexing Pharmaceutical Co., Ltd., has developed an inhalation solution of human interferon α1b, which has been included in the list of breakthrough therapeutic varieties by the National Medical Products Administration's Drug Review Center [1] Group 1 - The inhalation solution is indicated for pediatric respiratory syncytial virus lower respiratory tract infections, including pneumonia and bronchiolitis [1]

Core Viewpoint - The announcement by the company regarding its inhalation solution for human interferon α1b being included in the list of breakthrough therapies by the National Medical Products Administration indicates a significant step in addressing respiratory syncytial virus (RSV) infections in children, although it will not have a major impact on the company's recent performance [1] Group 1: Product Development - The inhalation solution is specifically designed for children and is administered via nebulization, allowing the active ingredient to reach the site of infection more quickly [1] - The indication for the product is for pediatric lower respiratory tract infections caused by RSV, including pneumonia and bronchiolitis [1] - As of the announcement date, the product is in the Phase III clinical trial stage [1] Group 2: Market Context - According to a study published in The Lancet, there were 33 million cases of acute lower respiratory infections caused by RSV in children under five globally in 2019 [1] - The inclusion of the product in the breakthrough therapy list reflects its potential significance in the market, although future research progress, results, and competitive landscape remain uncertain [1]

证券代码：688136 证券简称：科兴制药 公告编号：2025-078 科兴生物制药股份有限公司 自愿披露关于人干扰素α1b 吸入溶液 纳入突破性治疗品种名单的公告 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、准确性和完整性依法承担法律责任。 科兴生物制药股份有限公司（以下简称"公司"）全资子公司深圳科兴药业 有限公司（以下简称"深圳科兴"）自主研发的人干扰素α1b吸入溶液已被国家 药品监督管理局药品审评中心（以下简称"药审中心"）纳入突破性治疗品种名 单，近日已完成公示，现将主要情况公告如下： 二、药品的其他相关情况 干扰素（interferon，IFN）是一类具有广谱抗病毒、抗肿瘤和免疫调节作 用的蛋白质，是机体天然免疫的关键组成部分。人干扰素α1b吸入溶液是公司在 抗病毒领域的又一大突破，该药品属儿童专用药，通过雾化给药，有效成分可以 直达病灶，起效更快，相比注射剂，儿童患者无需承受注射的疼痛，接受度和安 全性更高。 公司人干扰素α1b吸入溶液适应症为小儿呼吸道合胞病毒性下呼吸道感染 （肺炎、毛细支气管炎）。呼吸道合胞病毒（RSV）是引起婴幼儿急 ...

Core Viewpoint - The announcement highlights that the company's subsidiary, Shenzhen Kexing Pharmaceutical Co., Ltd., has developed an inhalation solution of human interferon α 1b, which has been included in the list of breakthrough therapeutic varieties by the National Medical Products Administration's Drug Review Center [1] Group 1: Product Development - The inhalation solution is a significant breakthrough in the antiviral field, specifically designed for children [1] - The product is administered via nebulization, allowing the active ingredient to reach the site of infection more quickly compared to injection [1] - The solution is indicated for pediatric respiratory syncytial virus lower respiratory tract infections, including pneumonia and bronchiolitis [1] Group 2: Advantages of the Product - The inhalation method eliminates the pain associated with injections, leading to higher acceptance and safety for pediatric patients [1] - The broad-spectrum antiviral, antitumor, and immune-regulating properties of interferon make it a key component of the body's natural immunity [1]