Core Insights - The article discusses the increasing trend of antimetabolite drugs in China, highlighting the growth in the number of brands and sales volume in recent years [1][5][11] Antimetabolite Drug Industry Definition and Classification - Antimetabolite drugs interfere with normal cellular metabolism to inhibit cell growth and proliferation, primarily used in cancer treatment [4][6] - These drugs are classified into five categories based on their target mechanisms, including thymidylate synthase inhibitors and dihydrofolate reductase inhibitors [2][6] Current Development Status of Antimetabolite Drugs - The number of antimetabolite drug brands in China has increased to 121 in 2024, with a projected rise to 130 by the first quarter of 2025 [5] - The primary product in the market is capecitabine tablets, which accounted for 51.55% of the market share in 2024, with sales of 41,478 million tablets [5][9] Sales and Market Share of Antimetabolite Drugs - In 2024, the sales volume of capecitabine tablets was 41,478 million tablets, while methotrexate tablets and tegafur capsules had sales of 15,343 million tablets and 15,566 million capsules, respectively [5] - By the first quarter of 2025, capecitabine sales were 11,409 million tablets, maintaining a market share of 54.99% [5] Industry Chain of Antimetabolite Drugs - The upstream of the antimetabolite drug industry includes raw materials like methotrexate and fluorouracil, while the midstream focuses on drug development and production [6][8] - The downstream consists of sales and distribution channels, primarily through medical institutions and pharmacies [6] Competitive Landscape of the Antimetabolite Drug Industry - Major companies in the antimetabolite drug market include Qilu Pharmaceutical, Jiangsu Hengrui Medicine, and Shanghai Pharmaceutical, with Qilu holding a market share of 40.67% in 2024 [8][9] - Sales figures for Qilu Pharmaceutical in 2024 included 22,315 million capecitabine tablets and 10,415 million tegafur capsules [8] Development Trends in the Antimetabolite Drug Industry - The demand for antimetabolite drugs is expected to grow due to an aging population and rising chronic disease rates [11] - The industry is characterized by continuous innovation supported by advancements in biotechnology and molecular biology [11]

Core Viewpoint - Yuan Dong Bio's stock price increased by 5% to 62.15 CNY per share, with a total market capitalization of 10.971 billion CNY as of the report date [1] Company Overview - Chengdu Yuan Dong Bio-Pharmaceutical Co., Ltd. was established on June 1, 2009, and went public on September 2, 2020. The company specializes in the research, development, production, and sales of chemical raw materials and chemical drug formulations [1] - The revenue composition of the company includes: 78.75% from formulation sales, 9.22% from raw material sales, 6.79% from technical services and transfers, 4.01% from CMO/CDMO, and 1.22% from other sources [1] Fund Holdings - The Guotou Ruijin Fund has a significant holding in Yuan Dong Bio, with the Guotou Ruijin Healthcare Mixed A Fund (000523) holding 98,300 shares, accounting for 2.96% of the fund's net value, making it the seventh-largest holding [2] - The fund has achieved a year-to-date return of 41.79%, ranking 1532 out of 8172 in its category, and a one-year return of 58.96%, ranking 2416 out of 7980 [2] Fund Manager Information - The fund manager of Guotou Ruijin Healthcare Mixed A Fund is Liu Zexu, who has been in the position for 2 years and 9 days. The total asset size of the fund is 198 million CNY, with the best return during his tenure being 39.66% and the worst being 24.38% [3]

Core Viewpoint - Chengdu Yuandong Pharmaceutical Co., Ltd. has received approval from the National Medical Products Administration for the registration of Arolol Hydrochloride Tablets, indicating compliance with drug registration requirements and marking a significant step for the company in the pharmaceutical market [1][4]. Drug Basic Information - Drug Name: Arolol Hydrochloride Tablets - Dosage Form: Tablets - Specification: 10mg - Registration Category: Chemical Drug Class 4 - Validity Period: 18 months - License Holder: Chengdu Yuandong Pharmaceutical Co., Ltd. - Production Company: Chengdu Yuandong Pharmaceutical Co., Ltd. - Registration Standard Number: YBH22152025 - Acceptance Number: CYHS2402067 - Certificate Number: 2025S02824 - Approval Document Number: National Drug Standard H20255424 [1]. Drug Related Information - The main active ingredient is Arolol Hydrochloride, primarily indicated for primary hypertension (mild to moderate), angina pectoris, tachyarrhythmia, and essential tremor. - Developed by Sumitomo in Japan, the drug was first approved for sale in Japan in November 1985 and imported to China in August 1995. - It is classified as a Category B drug in the National Basic Medical Insurance, Work Injury Insurance, and Maternity Insurance Drug Catalog (2024). - Domestic generic versions are already available from four companies: Shijiazhuang Grey Pharmaceutical, Beijing Xinnuo Kangqiao, Shandong Zhongjiankangqiao, and Beijing Fuyuan Pharmaceutical [2]. Market Impact - Sales of Arolol Hydrochloride Tablets in public hospitals in key provinces and cities are projected to reach approximately 144.55 million yuan in 2024, reflecting a year-on-year growth of 17.95% [3]. Company Impact - The approval of Arolol Hydrochloride Tablets, classified under Chemical Drug Class 4, signifies that the product has passed the consistency evaluation, although it is not expected to have a significant impact on the company's short-term performance [4].

截至发稿，陆玲玲累计任职时间1年107天，现任基金资产总规模1444.58万元，任职期间最佳基金回报 51.17%， 任职期间最差基金回报50.28%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，太平基金旗下1只基金重仓苑东生物。太平医疗创新混合发起式A（021027）二季度持有股 数1.15万股，占基金净值比例为3.27%，位居第十大重仓股。根据测算，今日浮盈赚取约3.38万元。 太平医疗创新混合发起式A（021027）成立日期2024年6月4日，最新规模1398.27万。今年以来收益 56.86%，同类排名625/8172；近一年收益52.54%，同类排名3130/7980；成立以来收益50.98%。 太平医疗创新混合发起式A（021027）基金经理为陆玲玲。 9月18日，苑东生物涨5.06%，截至发稿，报61.08元/股，成交1.05亿元，换手率1.00%，总市值107.83亿 元。 资料显示，成都苑东生物制药股份有限公司位于四川 ...

Core Viewpoint - Chengdu Yuandong Pharmaceutical Co., Ltd. has received the drug registration certificate for Arolol hydrochloride tablets, indicating compliance with drug registration requirements and marking a significant milestone for the company [1][5]. Drug Basic Information - Drug Name: Arolol hydrochloride tablets - Dosage Form: Tablets - Specification: 10mg - Registration Category: Class 4 chemical drug - Validity Period: 18 months - License Holder: Chengdu Yuandong Pharmaceutical Co., Ltd. - Production Company: Chengdu Yuandong Pharmaceutical Co., Ltd. - Registration Standard Number: YBH22152025 - Acceptance Number: CYHS2402067 - Certificate Number: 2025S02824 - Approval Document Number: Guoyao Zhunzi H20255424 - Approval Conclusion: The drug meets the registration requirements as per the Drug Administration Law of the People's Republic of China [1]. Drug Indications and Market Context - Arolol hydrochloride tablets are primarily indicated for primary hypertension (mild to moderate), angina pectoris, tachyarrhythmia, and essential tremor. - The drug was developed by Sumitomo Company in Japan and was first approved for sale in Japan in November 1985, with importation to China in August 1995. - It is classified as a Category B drug in the National Basic Medical Insurance, Work Injury Insurance, and Maternity Insurance Drug Catalog (2024). - Domestic generic versions of Arolol hydrochloride tablets are already available from four companies: Shijiazhuang Grey Pharmaceutical, Beijing Xinnuo Kangqiao, Shandong Zhongjiankangqiao, and Beijing Fuyuan Pharmaceutical [2]. Sales Performance - According to data from key public hospitals in major provinces and cities, the sales amount of Arolol hydrochloride tablets in 2024 is approximately 144.55 million yuan, representing a year-on-year growth of 17.95% [3]. Impact on the Company - The approval of Arolol hydrochloride tablets, classified as a Class 4 chemical drug, signifies that the product has passed the consistency evaluation. However, the approval is not expected to have a significant impact on the company's short-term performance. The period from approval to production and sales may face uncertainties, and the company will fulfill its information disclosure obligations as required by law [5].

Core Points - The company, Yuandong Biological, announced the receipt of a drug registration certificate from the National Medical Products Administration for its product, Arolol Hydrochloride Tablets [2] Group 1 - The drug name approved is Arolol Hydrochloride Tablets [2] - The approval was granted by the National Medical Products Administration [2]

Core Viewpoint - Yuan Dong Biotech (688513.SH) has received the Drug Registration Certificate from the National Medical Products Administration for its product, Arolol Hydrochloride Tablets, which is indicated for primary hypertension (mild to moderate), angina pectoris, tachyarrhythmias, and essential tremor [1] Group 1 - The active ingredient of the newly approved drug is Arolol Hydrochloride [1] - The drug is primarily indicated for treating mild to moderate primary hypertension [1] - Additional indications include angina pectoris, tachyarrhythmias, and essential tremor [1]

成都苑东生物制药股份有限公司（以下简称"公司"）于近日收到国家药品监 督管理局（以下简称"国家药监局"）核准签发的《药品注册证书》，现将相关情 况公告如下： 一、药品基本情况 药品名称：盐酸阿罗洛尔片 剂型：片剂 证券代码：688513 证券简称：苑东生物 公告编号：2025-063 成都苑东生物制药股份有限公司 关于自愿披露盐酸阿罗洛尔片获得药品注册证书的公告 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、准确性和完整性依法承担法律责任。 规格：10mg 注册分类：化学药品 4 类 药品有效期：18 个月 上市许可持有人：成都苑东生物制药股份有限公司 生产企业：成都苑东生物制药股份有限公司 药品注册标准编号：YBH22152025 受理号：CYHS2402067 证书编号：2025S02824 药品批准文号：国药准字 H20255424 审批结论：根据《中华人民共和国药品管理法》及有关规定，经审查，本品 符合药品注册的有关要求，批准注册，发给药品注册证书。质量标准、说明书、 标签及生产工艺照所附执行。药品生产企业应当符合药品生产质量管理规范要求 方可生 ...

智通财经APP讯，苑东生物(688513.SH)公告，公司近日收到国家药品监督管理局核准签发的《药品注 册证书》，相关药品名称为：盐酸阿罗洛尔片。盐酸阿罗洛尔片主要活性成份为盐酸阿罗洛尔，主要适 应症为原发性高血压(轻度-中度)、心绞痛、心动过速性心律失常、原发性震颤。 ...

苑东生物(688513.SH)公告，公司近日收到国家药品监督管理局核准签发的《药品注册证书》，相关药 品名称为：盐酸阿罗洛尔片。盐酸阿罗洛尔片主要活性成份为盐酸阿罗洛尔，主要适应症为原发性高血 压(轻度-中度)、心绞痛、心动过速性心律失常、原发性震颤。 ...