| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002880 | 卫光生物 | 25.31 | -1.02% | 7083.18 | 1790.31万 | | 002252 | 十件與上 | 6.36 | -0.47% | 26.50万 | 1.68亿 | | 301393 | 吴帆生物 | 49.17 | -0.45% | 1.01万 | 4922.42万 | | 688670 | 金迪克 | 22.19 | -0.31% | 4.31万 | 9611.75万 | | 301080 | 百普赛斯 | 52.13 | -0.29% | 2.41万 | 1.24亿 | | 000661 | 长春高新 | 95.31 | -0.23% | 7.81万 | 7.35亿 | | 300239 | 东宝生物 | 5.27 | -0.19% | 9.38万 | 4908.25万 | | 300318 | 博晖创新 | 6.24 | -0.16% | 10.33万 | 6417.65万 | | 688105 ...

Core Points - The National Healthcare Security Administration announced the 2025 National Medical Insurance Drug List, which will take effect on January 1, 2026, adding 114 new drugs, including 50 innovative drugs, while removing 29 drugs that are either unavailable or can be replaced by better alternatives [2][4] Group 1: Drug List Adjustments - The total number of drugs in the directory has increased to 3,253, comprising 1,857 Western medicines and 1,396 traditional Chinese medicines, with significant improvements in coverage for key areas such as cancer, chronic diseases, mental illnesses, rare diseases, and pediatric medications [2][4] - The 2025 adjustment marks the 8th update since the establishment of the National Healthcare Security Administration [7] Group 2: Company Announcements - 15 A-share pharmaceutical companies announced that their products have been included in the new directory, with many innovative drug companies benefiting from this inclusion [4] - Zai Lab's drug, Jikaxitinib, has been included in the directory, which is expected to enhance sales and improve patient accessibility [4] - Junshi Biosciences reported that its products, including Toripalimab and an additional indication for another drug, have been successfully included in the directory [4] - Innovent Biologics' drug, IBI301, has also been added to the new directory, marking a significant milestone for the company [5] - Leading A-share pharmaceutical companies like Fosun Pharma, East China Pharmaceutical, and Heng Rui Medicine have also had several products included, with Heng Rui reporting a combined sales figure of approximately 8.66 billion yuan for the newly added drugs in 2024 [6][7]

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。 根据国家医疗保障局网站于2025年12月7日发布的《国家医保局人力资源社会保障部关于印发〈国家基 本医疗保险、生育保险和工伤保险药品目录〉以及〈商业健康保险创新药品目录〉（2025年）的通知》 （医保发〔2025〕33号），江苏艾迪药业集团股份有限公司（以下简称"公司"）两款抗艾滋病领域国家 1类新药一一艾诺韦林片（商品名：艾邦德?）及艾诺米替片（商品名：复邦德?）通过了医保谈判，以 简易续约方式继续纳入《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"《国家医保目录》（2025年）"）。现将具体情况公告如下： 一、药品基本情况 三、对公司的影响 公司两款抗HIV领域创新药原价续约进入《国家医保目录》（2025年），既体现了国家医疗保障局对两 款创新药在临床价值、患者获益及产品创新性等方面的肯定，也体现了国家对具有临床价值创新产品的 支持；患者将能够通过医保报销获得药物治疗，有利于提升该产品于患者的可负担性和可及性，有利于 进一步推动上述药物的销售及 ...

Group 1 - Heng Rui Pharmaceutical has 9 drugs included in the national medical insurance directory for the first time, with an estimated total sales of approximately 8.66 billion yuan for 2024 and 7.55 billion yuan for the first three quarters of 2025 [5] - Junshi Biosciences' products Tuoyi® and Junshida® have been added to the national medical insurance directory, enhancing patient affordability and market promotion [6] - Huadong Medicine's subsidiary has products included in the national medical insurance and commercial insurance innovative drug directories, expected to aid in market promotion [7] Group 2 - Aidi Pharmaceutical's two innovative HIV drugs have successfully renewed their inclusion in the national medical insurance directory, with specific reimbursement prices set [8] - Fuxing Pharmaceutical has multiple products newly included in the national medical insurance directory, which is anticipated to positively impact future performance [9] - Weichuang Biotechnology's product has been included in the national medical insurance directory, which is expected to enhance market promotion and sales [10] Group 3 - Muxi Co., Ltd. announced a final online issuance rate of 0.03348913% after the mechanism was activated, with a total of 22.83 million shares issued [2] - Doushan New Materials reached a consensus on production reduction in the BOPET industry, although the sustainability of long-term price increases remains uncertain [2] - Guanglian Aviation's controlling shareholder has had the detention lifted, allowing normal operations to resume [3] Group 4 - Jiangjian Co., Ltd. clarified that it bears no obligations for any overdue financial products related to its controlling shareholder, confirming normal operations [4] - Tian Ci Materials' controlling shareholder has committed not to reduce holdings, holding 34.35% of the shares [13] - Annie Co., Ltd. is planning a change in control, with stock resuming trading on December 8 [14]

证券代码：688488 证券简称：艾迪药业 公告编号：2025-067 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。 根据国家医疗保障局网站于 2025 年 12 月 7 日发布的《国家医保局 人力资 源社会保障部关于印发<国家基本医疗保险、生育保险和工伤保险药品目录>以 及<商业健康保险创新药品目录>（2025 年）的通知》（医保发〔2025〕33 号）， 江苏艾迪药业集团股份有限公司（以下简称"公司"）两款抗艾滋病领域国家 1 类新药——艾诺韦林片（商品名：艾邦德®）及艾诺米替片（商品名：复邦德®） 通过了医保谈判，以简易续约方式继续纳入《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"《国家医保目录》（2025 年）"）。现将具 体情况公告如下： 一、药品基本情况 （一）艾诺韦林片 药品名称：艾诺韦林片 注册类别：化学药品 1 类 药品分类：艾滋病毒感染的抗病毒药物 医保分类：乙类 剂型：片剂 江苏艾迪药业集团股份有限公司 关于公司抗 HIV 领域两款创新药续约进入国家医保 目录的自愿性 ...

人民财讯12月7日电，艾迪药业(688488)12月7日公告，公司两款抗艾滋病领域国家1类新药——艾诺韦 林片(商品名：艾邦德)及艾诺米替片(商品名：复邦德)通过了医保谈判，以简易续约方式继续纳入《国 家基本医疗保险、生育保险和工伤保险药品目录(2025年)》。 ...

Core Insights - The biopharmaceutical sector experienced a decline of 0.98% on November 18, with He Yuan Bio leading the drop [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] Stock Performance Summary - Notable gainers included: - Aopu Mai (688293) with a closing price of 58.80, up 3.38% on a trading volume of 15,900 shares and a transaction value of 93.39 million [1] - Jin Hu Ke (688670) at 26.80, up 2.88% with a volume of 116,300 shares and a transaction value of 319 million [1] - Te Bao Bio (688278) at 77.08, up 1.22% with a volume of 10,800 shares and a transaction value of 82.57 million [1] - Notable decliners included: - Bu Yuan Bio (688765) at 79.95, down 3.89% with a volume of 56,800 shares and a transaction value of 458 million [2] - San Sheng Guo Jian (688336) at 67.60, down 3.87% with a volume of 68,100 shares and a transaction value of 469 million [2] - Wo Wu Bio (300357) at 31.77, down 3.23% with a volume of 77,900 shares and a transaction value of 250 million [2] Capital Flow Analysis - The biopharmaceutical sector saw a net outflow of 981 million from institutional investors, while retail investors contributed a net inflow of 819 million [2] - Key stocks with significant capital flow included: - Hua Lan Vaccine (301207) with a net inflow of 48.51 million from institutional investors [3] - Rong Chang Bio (688331) with a net inflow of 23.62 million from institutional investors [3] - Jin Ke (688670) with a net inflow of 5.53 million from institutional investors [3]

Core Points - The stock price of Eddie Pharmaceuticals dropped by 2.02% on November 18, reaching 14.55 CNY per share, with a market capitalization of 6.122 billion CNY [1] - The company has seen an 85.11% increase in stock price year-to-date, but a 0.07% decline over the last five trading days [1] - Eddie Pharmaceuticals reported a revenue of 552 million CNY for the first nine months of 2025, marking an 84.83% year-on-year growth [2] Financial Performance - The net profit attributable to the parent company for the same period was -6.8405 million CNY, reflecting an 88.78% year-on-year increase [2] - Cumulative cash dividends since the company's A-share listing amount to 20.16 million CNY, with no dividends paid in the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 1.55% to 12,100, with an average of 34,709 circulating shares per shareholder, a decrease of 1.53% [2] - New institutional shareholders include Xingquan Commercial Model Mixed Fund and Huatai-PineBridge Healthcare Mixed Fund, while some existing shareholders have reduced their holdings [3]

Group 1 - The report emphasizes the rapid development of China's innovative pharmaceuticals, highlighting that the number of clinical trials has reached a global leading position, with a significant increase in new drug approvals [3][5][7] - Chinese pharmaceutical companies are transitioning from a "fast follower" to an "innovation leader" model, actively engaging in cutting-edge fields such as ADC, bispecific antibodies, and mRNA vaccines, with a notable increase in the number of products in late-stage development [8][11][18] - The report identifies two main investment directions: the transformation of biotech companies into biopharma and the revaluation of traditional pharmaceutical companies during their innovation transition, suggesting specific companies to watch in both categories [3][4] Group 2 - China's integration into the global innovative drug value chain is deepening, with a growing number of global multi-center clinical trials led by Chinese companies, indicating a shift in the global drug development landscape [3][24] - The report notes that the contribution of Chinese companies to global clinical trials has significantly increased, with a projection of 1,903 innovative drug clinical trials registered in China by 2024 [7][24] - The report highlights the increasing competitiveness of Chinese companies in high-potential therapeutic areas, particularly in oncology, metabolic diseases, and autoimmune diseases, with substantial market shares in these segments [18][19] Group 3 - The report discusses the rising trend of BD (business development) transactions involving Chinese assets, with a notable increase in transaction amounts and numbers, indicating China's growing influence in the global pharmaceutical innovation landscape [33][44] - It highlights that the majority of license-out projects are now in early stages, reflecting the international interest in early-stage Chinese innovations, particularly in oncology and metabolic therapies [39][44] - The report points out that major multinational corporations (MNCs) are increasingly seeking next-generation blockbuster products from China to fill revenue gaps due to impending patent expirations [62][66]

Core Points - The stock price of Eddie Pharmaceuticals increased by 2.13% on November 12, reaching 14.87 CNY per share, with a market capitalization of 6.257 billion CNY [1] - The company has seen a year-to-date stock price increase of 89.19%, but has experienced slight declines in the last 5, 20, and 60 trading days [1] - Eddie Pharmaceuticals reported a revenue of 552 million CNY for the first nine months of 2025, representing a year-on-year growth of 84.83% [2] Company Overview - Eddie Pharmaceuticals, established on December 15, 2009, and listed on July 20, 2020, is based in Yangzhou, Jiangsu Province [1] - The company's main business involves the exploration, research, and sales of innovative chemical drugs and human-derived protein products, with revenue contributions from human-derived proteins (41.11%), new drugs (35.69%), diagnostic equipment and reagents (13.62%), and generic drugs (9.47%) [1] - The company operates within the pharmaceutical and biotechnology sector, specifically in the biopharmaceuticals category [1] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 1.55% to 12,100, with an average of 34,709 circulating shares per shareholder, a decrease of 1.53% [2] - The company has distributed a total of 20.16 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3] - New institutional shareholders include Xingquan Commercial Model Mixed Fund and Huatai-PineBridge Healthcare Mixed Fund, while some previous shareholders have exited the top ten list [3]