北京商报讯（记者 丁宁）12月7日晚间，泽璟制药（688266）发布公告称，12月7日，国家医疗保障 局、人力资源和社会保障部公布了《国家基本医疗保险、生育保险和工伤保险药品目录（2025年）》 （以下简称"国家医保药品目录"），公司自主研发的盐酸吉卡昔替尼片通过国家医保谈判，被纳入国家 医保药品目录。 泽璟制药表示，本次盐酸吉卡昔替尼片被纳入国家医保药品目录将有利于产品的销售，对公司的长期经 营发展具有积极影响，预计短期内不会对经营业绩产生重大影响。 ...

2025 年 12 月 7 日，国家医疗保障局、人力资源和社会保障部公布了《国家 基本医疗保险、生育保险和工伤保险药品目录（2025 年）》（以下简称"国家医 保药品目录"），苏州泽璟生物制药股份有限公司（以下简称"公司"）自主研发 的盐酸吉卡昔替尼片通过国家医保谈判，被纳入国家医保药品目录。2025 年国 家医保药品目录将于 2026 年 1 月 1 日起执行。 证券代码：688266 证券简称：泽璟制药 公告编号：2025-056 苏州泽璟生物制药股份有限公司 关于自愿披露盐酸吉卡昔替尼片纳入 2025 年 国家医保药品目录的公告 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。 重要内容提示： 盐酸吉卡昔替尼片被纳入 2025 年国家医保药品目录体现了国家医疗保障局 对该药物的临床价值、患者获益、创新程度等方面的认可。未来，公司将和各方 紧密配合推进医保政策落地，力争让更多患者获益。 本次盐酸吉卡昔替尼片被纳入 2025 年国家医保药品目录将有利于产品的销 售，有助于公司进一步提高该药物在患者中的可负担性和可及性，有利 ...

证券代码：688266 证券简称：泽璟制药 公告编号：2025-055 苏州泽璟生物制药股份有限公司 关于自愿披露 ZG006 在 2025 年欧洲肿瘤内科学会亚 洲年会（ESMO Asia）发布临床数据及 最新进展的公告 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。 1、苏州泽璟生物制药股份有限公司（以下简称"公司"）自主研发的新药 Alveltamig（代号：ZG006）的临床研究数据及最新进展于 2025 年 12 月 5 日至 7 日召开的欧洲肿瘤内科学会亚洲年会（ESMO Asia）上发布。 2、本次在 2025 年欧洲肿瘤内科学会亚洲年会（ESMO Asia）发布最新临床 数据事项对公司近期业绩不会产生重大影响。由于医药产品具有高科技、高风险、 高附加值的特点，药品前期研发以及产品从研制、临床试验、报批到投产的周期 长、环节多，容易受到一些不确定性因素的影响，公司将及时根据后续进展履行 信息披露义务。敬请广大投资者谨慎决策，注意防范投资风险。 为使各位投资者及时了解公司相关研究成果，现将ZG006的临床数据及 ...

证券之星消息，12月4日，医疗健康（980016）指数报收于6253.16点，涨0.38%，成交141.17亿元，换手 率0.51%。当日该指数成份股中，上涨的有22家，泽璟制药以3.73%的涨幅领涨，下跌的有27家，华大智 造以3.25%的跌幅领跌。 医疗健康（980016）指数十大成份股详情如下： | 医疗健康指数 十大成份股 | | --- | | 证券代码 | 股票简称 | 权重 | 最新价 | 涨跌幅 | 总市值(亿元) | | 所属行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | sh603259 | 药明康德 | 13.66% | 89.59 | 2.25% | | 2673.15 | 医药生物 | | sh600276 | 恒瑞医药 | 11.00% | 61.25 | 0.46% | | 4065.28 | 医药生物 | | sz300760 | 迈瑞医疗 | 7.57% | 200.00 | 0.25% | | 2424.88 | 医药生物 | | sh688271 | 联影医疗 | 4.27% | 128.87 | -0.0 ...

Core Points - The Shanghai Composite Index closed at 3875.79 points, slightly down by 0.06%, with a total trading volume of 1561.665 billion yuan [1] - A total of 56 A-shares have surpassed the half-year line, with notable stocks showing significant deviation rates [1] Summary by Category Market Performance - The Shanghai Composite Index is above the half-year line, indicating a stable market performance [1] - The total trading volume for A-shares today reached 1561.665 billion yuan [1] Notable Stocks - Stocks with the highest deviation rates from the half-year line include: - Huawu Co., Ltd. (300095) with a deviation rate of 12.77% and a price increase of 19.96% [1] - Hengerd (300946) with a deviation rate of 11.14% and a price increase of 20.01% [1] - Yingqu Technology (002925) with a deviation rate of 8.13% and a price increase of 10.02% [1] - Other stocks that have just crossed the half-year line include Ruifeng Bank, Baosheng Co., and Guosheng Zhike, which have smaller deviation rates [1] Detailed Stock Data - A detailed table lists various stocks, their trading performance, turnover rates, half-year line prices, latest prices, and deviation rates, highlighting the performance of each stock [1][2]

Core Viewpoint - The A-share market experienced fluctuations, but the innovative drug sector showed resilience with significant inflows into the "20CM New Species" innovative drug ETF, indicating strong investor interest in this segment [1][5]. Group 1: Market Performance - As of 10:58 on December 4, the "20CM New Species" innovative drug ETF (589120) rose over 1.7%, marking a strong rebound after three consecutive days of decline [1]. - The innovative drug ETF attracted over 19 million yuan in capital over three days leading up to December 3 [1]. Group 2: Component Stocks Performance - Most component stocks of the innovative drug ETF saw gains, with notable increases including Olin Biologicals up over 8%, Rongchang Bio up over 4%, and Zai Lab up over 3% [3]. - The top ten component stocks of the ETF include U-Z**** with a 2.16% increase and Bai Li Da Heng with a 1.94% increase, reflecting a generally positive trend among leading companies [4]. Group 3: Company Developments - Olin Biologicals announced its application for a Hong Kong listing, projecting a revenue of 305 million yuan for the first half of 2025, a year-on-year increase of approximately 35% [5]. - Zai Lab disclosed plans to issue H-shares and has received orphan drug designation from the FDA for its product ZG006, aimed at treating neuroendocrine cancer [5]. Group 4: Industry Outlook - The innovative drug sector is expected to maintain momentum, with a focus on "data validation" and "value reassessment" as key investment themes [6]. - China's innovative drug capabilities are gaining global recognition, with a significant increase in the number and value of license-outs for innovative drugs [7]. - The number of clinical trials for innovative drugs in China has risen from 1,473 in 2020 to 2,539 in 2024, indicating a compound annual growth rate of over 15% [9].

Core Insights - The pharmaceutical sector is experiencing a rise, with the Shanghai Stock Exchange Sci-Tech Innovation Board Biomedicine Index increasing by 1.03% as of December 4, 2025, with notable gains from companies like Zai Lab (up 4.47%) and Rongchang Bio (up 4.14%) [1] Industry Overview - The pharmaceutical industry has undergone eleven rounds of national drug centralized procurement and multiple rounds of medical insurance negotiations, leading to an inevitable decline in the generic drug sector, which impacts the overall pharmaceutical industry [1] - From January to September 2025, the pharmaceutical manufacturing industry's revenue remained relatively stable, but the outlook for generic drugs is bleak, indicating a need for innovative drugs to drive future growth [1] Investment Perspective - According to Everbright Securities, future investments in the pharmaceutical sector should focus on the clinical value of drugs, addressing clinical needs of patients, as both domestic medical insurance policies and global expansion strategies increasingly emphasize clinical value [1] - The innovative drug industry chain and innovative medical devices are viewed positively based on the clinical value framework [1] Market Data - As of November 28, 2025, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Biomedicine Index include companies like United Imaging Healthcare and BeiGene, collectively accounting for 49.75% of the index [1]

Core Points - The Medical Health R Index (480016) closed at 7284.72 points, down 0.42%, with a trading volume of 17.046 billion yuan and a turnover rate of 0.61% [1] - Among the index constituents, 23 stocks rose while 26 fell, with TeBao Bio leading the gainers at 2.85% and Renfu Pharmaceutical leading the decliners at 3.33% [1] Index Constituents Summary - The top ten constituents of the Medical Health R Index include: - WuXi AppTec (sh603259) with a weight of 13.66%, latest price at 87.62, down 2.01%, and a market cap of 261.437 billion yuan [1] - Hengrui Medicine (sh600276) with a weight of 11.00%, latest price at 60.97, down 0.25%, and a market cap of 404.670 billion yuan [1] - Mindray Medical (sz300760) with a weight of 7.57%, latest price at 199.50, down 0.56%, and a market cap of 241.882 billion yuan [1] - United Imaging Healthcare (sh688271) with a weight of 4.27%, latest price at 128.88, up 0.13%, and a market cap of 106.217 billion yuan [1] - Pianzai Shou (sh600436) with a weight of 3.48%, latest price at 171.48, up 1.33%, and a market cap of 103.457 billion yuan [1] - Aier Eye Hospital (sz300015) with a weight of 3.42%, latest price at 11.35, down 1.30%, and a market cap of 105.843 billion yuan [1] - Kelun Pharmaceutical (sz002422) with a weight of 2.59%, latest price at 34.00, down 0.03%, and a market cap of 54.334 billion yuan [1] - Xinhecheng (sz002001) with a weight of 2.42%, latest price at 24.44, up 0.20%, and a market cap of 75.114 billion yuan [1] - Fosun Pharma (sh600196) with a weight of 2.39%, latest price at 27.05, down 0.15%, and a market cap of 72.235 billion yuan [1] - Ziji Shenzhou (sh688235) with a weight of 2.27%, latest price at 275.20, down 1.59%, and a market cap of 423.995 billion yuan [1] Capital Flow Analysis - The Medical Health R Index constituents experienced a net outflow of 1.159 billion yuan from institutional investors, while retail investors saw a net inflow of 999 million yuan [1] - Detailed capital flow for specific stocks shows: - Health元 (600380) had a net inflow of 34.2431 million yuan from institutional investors [2] - Hengrui Medicine (600276) had a net inflow of 29.9909 million yuan from institutional investors [2] - Long Spring High-tech (000661) had a net inflow of 19.8154 million yuan from institutional investors [2] - The index constituents underwent adjustments, adding four new stocks and removing one [2]

苏州泽璟生物制药股份有限公司 2025年第一次临时股东会会议资料 证券代码：688266 证券简称：泽璟制药 苏州泽璟生物制药股份有限公司 2025 年第一次临时股东会会议资料 二〇二五年十二月 1 苏州泽璟生物制药股份有限公司 2025年第一次临时股东会会议资料 目 录 | 2025 | | 年第一次临时股东会会议须知 3 | | | --- | --- | --- | --- | | 2025 | | 年第一次临时股东会会议议程 5 | | | 2025 | 年第一次临时股东会会议议案 7 | | | | 议案一 | 关于公司发行 H | 股股票并在香港联合交易所有限公司上市的议案 | 7 | | 议案二 | 关于公司发行 H | 股股票并在香港联合交易所有限公司上市方案的议案 | 8 | | 议案三 | | 关于公司转为境外募集股份有限公司的议案 12 | | | 议案四 | 关于公司发行 H | 股股票募集资金使用计划的议案 | 13 | | 议案五 | 关于公司发行 H | 股股票并上市决议有效期的议案 | 14 | | 议案六 | | 关于授权董事会及其授权人士全权处理与公司本次发行 股股票并上市 ...

Core Viewpoint - Zai Jian Pharmaceutical's stock has experienced a year-to-date increase of 71.11%, but has seen a slight decline of 0.94% over the past five trading days, indicating volatility in its recent performance [1] Company Overview - Zai Jian Pharmaceutical, established on March 18, 2009, and listed on January 23, 2020, is located in Kunshan, Jiangsu Province. The company focuses on the research, production, and sales of chemical and biological new drugs, with 99.97% of its revenue derived from pharmaceuticals [1][2] - As of September 30, 2025, Zai Jian Pharmaceutical reported a revenue of 593 million yuan, reflecting a year-on-year growth of 54.49%. However, the net profit attributable to shareholders was a loss of 93.42 million yuan, which is an increase of 4.58% compared to the previous period [2] Stock Performance - As of December 2, Zai Jian Pharmaceutical's stock price was 106.62 yuan per share, with a market capitalization of 28.22 billion yuan. The trading volume was 1.02 billion yuan, with a turnover rate of 0.36% [1] - The stock has been featured on the "Dragon and Tiger List" once this year, with the most recent appearance on October 31, where it recorded a net purchase of 187 million yuan [1] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 0.16% to 8,809, while the average circulating shares per person decreased by 0.16% to 30,049 shares [2] - The top ten circulating shareholders include various funds, with notable changes in holdings, such as a decrease in shares held by China Europe Medical Health Mixed A and an increase in shares held by Huatai-PineBridge Innovation Medicine Mixed A [2]