Group 1 - The core viewpoint of the articles is that the company, Yuandong Biotech, is actively pursuing strategic investments to enhance its capabilities in innovative drug development by increasing its stake in Shanghai Chaoyang [1][2] - The company plans to increase its strategic investment in Shanghai Chaoyang to achieve a controlling stake, which will enhance its research and development strength in the innovative drug sector [1] - The investment will allow the company to leverage Shanghai Chaoyang's differentiated targeted protein degradation technology platform and product pipeline, expanding its presence in critical therapeutic areas such as hematological malignancies and autoimmune diseases [1] Group 2 - The company has approved a capital increase of 85.71 million yuan for Shanghai Chaoyang, with the investment coming from its wholly-owned subsidiary, Shanghai Investment Company [2] - Following the capital increase, Shanghai Chaoyang's registered capital will rise from 88 million yuan to 125.71 million yuan, and the company's indirect ownership will increase from 30.68% to 51.48%, making Shanghai Chaoyang a controlled subsidiary [2] - The funding for this capital increase will be sourced entirely from the company's own funds, and the other shareholders of Shanghai Chaoyang have waived their preemptive rights for this round of investment [2]

成都苑东生物制药股份有限公司 会计师事务所选聘制度 第四条 公司控股股东、实际控制人不得向公司指定会计师事务所，不得干 预审计委员会、董事会及股东会独立履行审核职责。 第二章 会计师事务所执业质量要求 第五条 公司选聘的会计师事务所应当具备下列条件： 第一章 总则 第一条 为进一步规范成都苑东生物制药股份有限公司（以下简称"公司"） 选聘（含续聘、改聘，下同）会计师事务所的行为，切实维护股东利益，提高审 计工作和财务信息的质量，依据《中华人民共和国公司法》《中华人民共和国证 券法》《上海证券交易所科创板股票上市规则》《国有企业、上市公司选聘会计 师事务所管理办法》等有关法律法规和规范性文件，以及《成都苑东生物制药股 份有限公司章程》（以下简称"《公司章程》"）等有关规定，结合公司实际情 况，制定本制度。 第二条 本制度所称选聘会计师事务所，是指公司根据相关法律法规要求，聘 任会计师事务所对财务会计报告发表审计意见、出具审计报告的行为。公司聘任 会计师事务所从事除财务会计报告审计之外的其他法定审计业务的，可比照本制 度执行。 第三条 公司选聘会计师事务所应当经董事会审计委员会（以下简称"审计委 员会"）审核同意 ...

成都苑东生物制药股份有限公司 董事和高级管理人员所持本公司股份及其变动管理制度 第一章 总则 第一条 为加强对成都苑东生物制药股份有限公司（以下简称"公司"）董事、 高级管理人员持有或买卖本公司股票行为的申报、披露、监督和管理，进一步明 确管理程序，根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中 华人民共和国证券法》（以下简称"《证券法》"）、《上市公司股东减持股份管 理暂行办法》《上海证券交易所上市公司自律监管指引第 15 号——股东及董事、 高级管理人员减持股份》《上海证券交易所上市公司自律监管指引第 8 号——股 份变动管理》等法律、法规、规范性文件，以及《成都苑东生物制药股份有限公 司章程》（以下简称"《公司章程》"）的有关规定，结合公司的实际情况，特制 定本制度。 第二条 本制度适用于公司的董事和高级管理人员所持本公司股份及其变动 的管理。 第三条 公司董事和高级管理人员在买卖本公司股票及其衍生品种前，应知 悉并遵守《公司法》、《证券法》等法律、法规关于内幕交易、操纵市场等禁止 行为的规定，不得进行违法违规的交易。 第四条 公司董事和高级管理人员所持本公司股份，是指登记在其名下和利 用 ...

成都苑东生物制药股份有限公司 防范控股股东及关联方占用公司资金专项制度 第一章 总则 第一条 为建立成都苑东生物制药股份有限公司（以下简称"公司"）防止控 股股东（含实际控制人，下同）及其关联方资金占用的长效机制，杜绝控股股东 及其关联方资金占用行为的发生，进一步维护公司全体股东的合法权益，根据《中 华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》 （以下简称"《证券法》"）等法律、法规和《上市公司治理准则》《上市公司监 管指引第 8 号——上市公司资金往来、对外担保的监管要求》《上海证券交易所 科创板股票上市规则》（以下简称"《股票上市规则》"）、《成都苑东生物制药 股份有限公司章程》（以下简称"《公司章程》"）及其他有关规定，并结合公司 的实际情况，制定本制度。 第二条 公司董事和高级管理人员对维护公司资金安全负有法定义务。 第三条 本制度所称资金占用包括但不限于：经营性资金占用和非经营性资 金占用。 经营性资金占用是指控股股东及其关联方通过采购、销售等生产经营环节的 关联交易产生的资金占用。 非经营性资金占用是指公司为大股东及其附属企业垫付的工资、福利、保险、 广告等费用和其他支 ...

第二章 董事会秘书的任职资格及职责 第四条 公司董事会秘书应当具备以下条件： 成都苑东生物制药股份有限公司 董事会秘书工作细则 第一章 总则 第一条 为了提高公司的治理水平，充分发挥董事会秘书的作用，加强对董事会秘 书工作的管理与监督，根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中 华人民共和国证券法》（以下简称"《证券法》"）、《上海证券交易所科创板股票上市规 则》（以下简称"《上市规则》"）等法律、法规、规范性文件及《成都苑东生物制药股 份有限公司章程》（以下简称"《公司章程》"），特制定本细则。 第二条 董事会秘书为公司高级管理人员，对公司和董事会负责，忠实、勤勉地履 行职责。 第三条 董事会秘书是公司与上海证券交易所之间的指定联络人，负责以公司名义 办理信息披露、公司治理、股权管理等与其相关职责范围内的事务。 第五条 有下列情形之一的人士不得担任公司董事会秘书： （一）《公司法》第一百七十八条规定的任何一种情形； （二）最近3年曾受中国证监会行政处罚，或者被中国证监会采取市场禁入措施， 期限尚未届满； （三）曾被证券交易所公开认定为不适合担任上市公司董事会秘书； 第六条 董事会秘书对公司 ...

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].