Group 1 - XianDao Intelligent has set the final price for its H-share public offering at HKD 45.8 per share, with expected listing on February 11, 2026 [1] - Jida Communication is a candidate for a project with China Mobile, with an estimated service fee of approximately CNY 51.04 million [2] - Bowei Alloy's controlling shareholder plans to increase holdings by CNY 100 million to 150 million from February 10 to August 9, 2026 [3] Group 2 - Xiamen Airport reported 16,368 aircraft takeoffs and landings in January 2026, a year-on-year decrease of 4.82%, with passenger throughput of 2.38 million, down 3.84% [4] - Yitong Century has won a bid for a project worth CNY 107 million, providing comprehensive maintenance services for China Tower [5] - Huayi Brothers' controlling shareholder's 70 million shares are subject to judicial auction, representing 42.89% of his holdings and 2.52% of the company's total shares [6] Group 3 - Lianhuan Pharmaceutical received approval for the sale of Tadalafil tablets (20mg) in Ghana [7] - Aonong Biological reported a pig sales volume of 166,600 in January 2026, a year-on-year increase of 35.36% [8] - Xiantan Co. achieved chicken product sales revenue of CNY 546 million in January 2026, a year-on-year increase of 54.9% [9] Group 4 - Zhengbang Technology reported a January sales revenue of CNY 816 million from pig sales, a year-on-year increase of 19.69% [10] - Qianjin Pharmaceutical's net profit for 2025 grew by 24.74% to CNY 288 million [11] - Xinhua Pharmaceutical received a drug registration certificate for glucosamine sulfate capsules [12] Group 5 - Yuandong Bio completed the first dosing of its EP-0210 monoclonal antibody in a Phase I clinical trial for inflammatory bowel disease [13] - Jiaokong Technology signed a contract for the Sydney Metro West Line signal system subcontracting project worth AUD 93.53 million [14] - Dangsheng Technology signed a strategic cooperation framework agreement with Huineng Technology in solid-state batteries and the new energy industry [15] Group 6 - Jinhui Co. plans to acquire 100% of Fusheng Mining for CNY 210 million [16] - Cangzhou Mingzhu announced Guangzhou Light Industry as its new controlling shareholder after a share transfer [17] - Dingxin Technology's vice president was fined CNY 120,000 for short-term trading [18][19] Group 7 - China Modern Pharmaceutical's subsidiary passed a GMP compliance inspection for its production line [20] - Chaosheng Electronics plans to increase capital by CNY 400 million in its subsidiary to enhance competitiveness [21] - Lonyu Mountain reported a 25.03% year-on-year increase in pig sales revenue in January 2026 [22] Group 8 - Sanbo Brain Science's chairman has been released from investigation, and the company is operating normally [23] - Hainan Mining is planning to acquire control of Luoyang Fengrui Fluorine Industry and will resume trading on February 10, 2026 [24] - Dongwei Technology's net profit for 2025 increased by 86.81% [25] Group 9 - Yuanjie Technology plans to invest CNY 1.251 billion in a semiconductor chip and device R&D production base [26] - Metro Design signed a contract for an energy management project with Guangzhou Metro Group worth CNY 924 million [27] - Zhongmin Energy intends to acquire 51% of Fujian Yongtai Mintou Pumped Storage Co. for CNY 864 million [28] Group 10 - Dianzhi Technology plans to repurchase shares worth CNY 100 million to 200 million [29] - China Baoan was not selected as a restructuring investor for the Singshan Group [30] - Zhiguang Electric's subsidiary signed a CNY 1.004 billion contract for energy storage systems [31] Group 11 - Zhifei Biological received approval for a clinical trial of its herpes zoster vaccine [32] - KQ Bio received a new veterinary drug registration certificate for a vaccine against porcine circovirus type 2 [33] - Huanxu Electronics reported a 4% year-on-year increase in consolidated revenue for January 2026 [34] Group 12 - Xiangjia Co. reported a 10.42% year-on-year increase in live poultry sales revenue in January 2026 [35] - Kemin Foods' subsidiary reported a 68.29% year-on-year increase in pig sales revenue in January 2026 [36] - Liyuan Technology signed a procurement contract worth CNY 54.98 million [37] Group 13 - Jiuqiang Bio received a medical device registration certificate for a fibrin degradation product detection kit [38] - Zhongguancun's subsidiary passed the consistency evaluation for Tramadol Hydrochloride tablets [39] - Rundou Co. received a drug registration certificate for Candesartan Etil [40]

证券代码：688513 证券简称：苑东生物 公告编号：2026-003 EP-0210 单抗注射液是一款靶向人肿瘤坏死因子样配体 1A（TNF-like ligand 1A，TL1A）的人源化 IgG1 单克隆抗体药物，拟定适应症为炎症性肠病，其作 用机制是通过高效结合人 TL1A，阻止 TL1A 介导的促炎症信号通路，从而发挥 治疗炎症性肠病的作用。 临床前研究表明，EP-0210 单抗注射液药效作用机制明确，在多种炎症性肠 病体内模型中药效显著，具有良好的安全性和有效性；其在靶点活性、体内药效 等方面优于国外同靶点竞品 RVT-3101，有望为炎症性肠病患者带来安全有效的 更多选择。 二、药品 I 期临床试验相关情况 EP-0210 单抗注射液于 2026 年 1 月收到国家药品监督管理局正式批准签发 的《药物临床试验批准通知书》（通知书编号：2026LP00264）。在获得国家药 品监督管理局的药物临床试验批准后，公司启动"EP-0210 单抗注射液在中国健 康成年受试者中的安全性、耐受性和药动学特征的随机、双盲、安慰剂对照、剂 量递增的 I 期临床研究"（临床试验登记号：CTR20260325）。该研 ...

Core Viewpoint - Yuan Dong Biotech (688513.SH) has announced that its wholly-owned subsidiary Chengdu Youluo Biotech Co., Ltd. has initiated a Phase I clinical trial for its self-developed monoclonal antibody EP-0210 injection, targeting inflammatory bowel disease, with the first subject having been dosed recently [1] Group 1: Product Development - EP-0210 is a humanized IgG1 monoclonal antibody targeting human tumor necrosis factor-like ligand 1A (TL1A), aimed at treating inflammatory bowel disease [1] - The mechanism of action involves high-affinity binding to TL1A, blocking the pro-inflammatory signaling pathways mediated by TL1A, thereby providing therapeutic effects for inflammatory bowel disease [1] Group 2: Clinical Research and Efficacy - Preclinical studies have demonstrated that EP-0210 has a clear mechanism of action and significant efficacy in various inflammatory bowel disease models, showing good safety and effectiveness [1] - EP-0210 exhibits superior target activity and in vivo efficacy compared to the foreign competitor RVT-3101, potentially offering safer and more effective options for patients with inflammatory bowel disease [1]

Group 1 - The core point of the article is that Yuandong Biotech (688513.SH) announced the completion of the first dosing of its monoclonal antibody drug EP-0210 in a Phase I clinical trial for the treatment of inflammatory bowel disease [2] - The drug EP-0210 is a humanized IgG1 monoclonal antibody targeting the tumor necrosis factor-like ligand 1A (TL1A) [2] - EP-0210 demonstrates superior target activity and in vivo efficacy compared to the foreign competitor RVT-3101 [2]

板块表现： 证券研究报告 医药生物 行业定期报告 hyzqdatemark 2026 年 02 月 09 日 刘闯 SAC：S1350524030002 liuchuang@huayuanstock.com 分子胶：撬动"不可成药"靶点的创新药新范式 投资评级： 看好（维持） ——医药行业周报（26/2/2-26/2/6） 投资要点： 请务必仔细阅读正文之后的评级说明和重要声明 证券分析师 联系人 本周医药市场表现分析：2 月 2 日至 2 月 6 日，医药指数上涨 0.14%，相对沪深 300 指数超 额收益为 1.47%。上周市场风格有所变化，白酒等底部消费类资产表现较好，医药行业中的 医疗服务、中药亦有表现。另外，经历短期波动消化后，创新药板块已显现企稳回暖迹象。 我们建议精选基本面强劲、前期调整充分的创新药个股，看好未来股价有望走出新高度，同 时建议积极关注医疗新科技等板块，以及 26 年困境反转的底部个股。1）创新药建议关注，A 股）恒瑞医药、信立泰、泽璟制药、热景生物、科伦药业、上海谊众、康弘药业、华纳药厂、 前沿生物、福元医药、苑东生物、昂利康；港股）中国生物制药、三生制药、信达生物、康 方生物 ...

Investment Rating - The report maintains an "Accumulate" rating for the pharmaceutical and biotechnology industry [1] Core Insights - The pharmaceutical index in A-shares has shown a slight increase of 0.14% this week and 3.28% year-to-date, outperforming the CSI 300 by 1.41% and 0.85% respectively [3][8] - The report highlights the emergence of molecular glue as a significant trend in the industry, with several successful stocks like RVMD, GLU, and KYMR, and substantial business development (BD) activities [3][15] - The report suggests that molecular glue has the potential to create new blockbuster drugs in oncology and autoimmune diseases, urging investors to focus on domestic companies involved in this area [3][11] Summary by Sections 1. Market Performance - The A-share pharmaceutical index has outperformed the CSI 300 index, with notable gains in traditional Chinese medicine (2.56%), medical services (1.31%), and raw materials (0.64%) [3][8] - The report lists top-performing stocks, including Guangsheng Tang (+29.83%) and HaiXiang Pharmaceutical (+18.64%), while noting declines in stocks like Changshan Pharmaceutical (-15.78%) [8] 2. Molecular Glue - Molecular glue is defined as a class of small molecule drugs that facilitate the binding of E3 ubiquitin ligases to previously unrecognized pathogenic target proteins, leading to their degradation [15] - The report mentions that BMS has two marketed molecular glues with peak sales exceeding $16 billion, and ongoing research into new iterations [3][15] - Domestic companies such as Yuan Dong Biology and Jin Fang Pharmaceutical are noted for their potential in molecular glue development [3][11] 3. R&D Progress and Corporate Developments - The report highlights significant clinical research milestones, including Pfizer's initiation of a Phase II/III trial for its PD-1/VEGF bispecific antibody SSGJ-707 [3] - It also notes that Novartis has submitted its BAFF-R monoclonal antibody for approval in China, and AbbVie has started a Phase II trial for its Bcl-2 inhibitor Venetoclax [3] 4. Recommended Stocks - The report provides a list of recommended stocks across various sectors, including: - CXO and upstream research services: WuXi AppTec, Hao Yuan Pharmaceutical, and Aopumai [11] - Traditional Chinese medicine: Zuo Li Pharmaceutical and Fang Sheng Pharmaceutical [11] - PD-1 PLUS: 3SBio, KANGFANG Biologics, and Innovent Biologics [11] - ADC: Ying En Biologics and Kelong Biotechnology [11] - AI drug development: Jing Tai Holdings [11]

2月6日，苑东生物跌5.02%，截至发稿，报66.20元/股，成交2.12亿元，换手率1.78%，总市值116.86亿 元。 资料显示，成都苑东生物制药股份有限公司位于四川省成都市双流区安康路8号，成立日期2009年6月1 日，上市日期2020年9月2日，公司主营业务涉及化学原料药和化学药制剂的研发、生产与销售。主营业 务收入构成为：制剂销售78.75%，原料药销售9.22%，技术服务及转让6.79%，CMO/CDMO4.01%，其 他1.22%。 从基金十大重仓股角度 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 数据显示，申万菱信基金旗下1只基金重仓苑东生物。申万菱信医药先锋股票A（005433）四季度增持 5.99万股，持有股数18.15万股，占基金净值比例为5.01%，位居第七大重仓股。根据测算，今日浮亏损 失约63.51万元。 责任编辑：小浪快报 申万菱信医药先锋股票A（005433）成立日期2020年11月16日，最新 ...

证券之星消息，2月3日化学制药板块较上一交易日上涨1.41%，易明医药领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。化学制药板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002826 | 易明医药 | 20.98 | 9.27% | 26.92万 | | 5.59亿 | | 688513 | 苑东生物 | 68.90 | 8.85% | 6.46万 | | 4.32 Z | | 688690 | 纳微科技 | 29.00 | 7.01% | 9.39万 | | 2.65亿 | | 600513 | 联环药业 | 20.15 | 5.94% | 16.22万 | | 3.23亿 | | 300436 | 广生堂 | 107.92 | 5.78% | 13.57万 | | 14.36 Z | | 300401 | 化园生物 | 18.08 | 5.36% | 23.70万 | | 4.22亿 | | 6 ...

北京商报讯(记者丁宁)1月29日晚间，苑东生物(688513)发布公告称，公司与中国科学院上海药物研究 所、中科中山药物创新研究院共同研发的1类化学创新药EP-0226片正在开展用于治疗神经病理性疼痛的 I期临床试验，于近日完成首例受试者给药。 公告显示，临床前研究表明，EP-0226片在靶点选择性、体内镇痛活性及药效方面优于已获批同机制的 普瑞巴林，且安全性良好，有望为神经病理性疼痛患者带来安全有效的治疗新选择。 ...

格隆汇1月29日丨苑东生物(688513.SH)公布，公司与中国科学院上海药物研究所、中科中山药物创新研 究院共同研发的1类化学创新药EP-0226片正在开展用于治疗神经病理性疼痛的I期临床试验，于近日完 成首例受试者给药。 EP-0226片拟用于治疗神经病理性疼痛，是一种新型的钙离子通道（Cav2.2）调节剂，其作用机制是通 过与钙离子通道α2δ亚基结合，减少神经元钙离子内流，从而减少谷氨酸盐、去甲肾上腺素等兴奋性神 经递质的释放，进而有效控制神经病理性疼痛。 本品作为新一代的钙离子通道调节剂，与中枢神经系统组织中的α2δ亚基有高度亲和力。临床前研究表 明，EP-0226片在靶点选择性、体内镇痛活性及药效方面优于已获批同机制的普瑞巴林，且安全性良 好，有望为神经病理性疼痛患者带来安全有效的治疗新选择。 ...