Core Viewpoint - Hainan Haiyao's subsidiary has successfully completed Phase IIa clinical trials for the innovative drug Paenagabin, which shows promise as a new treatment for refractory epilepsy [1] Group 1: Clinical Trial Results - The Phase IIa clinical trial for Paenagabin has met both primary and secondary clinical endpoints [1] - Paenagabin is classified as a Class 1 chemical drug and is a novel anti-epileptic medication, specifically a next-generation KCNQ potassium channel activator [1] - Currently, there are no marketed products globally for Paenagabin, indicating a unique market opportunity [1] Group 2: Future Development - The completion of Phase IIa is only a preliminary step; further Phase IIb and III clinical trials are required before seeking approval from the National Medical Products Administration for market entry [1] Group 3: Shareholding Changes - Yunnan International Trust plans to reduce its holdings in Hainan Haiyao by up to 12.9737 million shares, representing 1% of the company's total share capital [1]

新京报贝壳财经讯 1月9日，海南海药公告，持股5%以上股东云南国际信托有限公司-聚利36号单一资金 信托持有公司6829.55万股，占5.26%，因资金需求，拟于本公告披露之日起15个交易日后的连续90个自 然日内，以集中竞价方式减持不超过1297.37万股，占1%；股份来源为要约收购所得，减持价格将按届 时市场价确定。 ...

证券代码：000566 证券简称：海南海药 公告编号：2026-003 海南海药股份有限公司 关于创新药派恩加滨片Ⅱa 期临床试验研究结果的公告 本公司董事会及全体董事保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 海南海药股份有限公司（以下简称"公司"）全资子公司海口市制药厂有限 公司与中国科学院上海药物研究所联合研究开发的创新药派恩加滨项目，于近日 完成了Ⅱa 期临床试验，初步研究结果显示达到主要及次要临床终点。 派恩加滨属于化药 1 类，为新型抗癫痫药物，新一代 KCNQ 钾通道激动剂， 目前全球尚无上市品种，本品可用于难治性癫痫的治疗。 一、药物基本情况 药物临床试验批准：国家药品监督管理局核准签发药物临床试验批件 （2018L03179、2018L03180），同意开展临床试验。 二、研发情况及进展 派恩加滨片获得国家药品监督管理局的药物临床试验批准后，海口市制药厂 有限公司已在健康受试者中完成 I 期临床试验，并于 2023 年启动了"评价派恩 加滨片添加治疗局灶性癫痫患者多次口服给药后的安全性、耐受性、有效性和药 代动力学特征的随机、双盲、安慰剂对照、剂量递增的Ⅱa 期 ...

证券代码：000566 证券简称：海南海药 公告编号：2026-004 海南海药股份有限公司 关于持股 5%以上股东减持股份的预披露公告 公司持股 5%以上股东云南国际信托有限公司－聚利 36 号单一资金信托保证 向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大 遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 持有海南海药股份有限公司（简称"本公司"）股份 68,295,512 股（占本 公司总股本比例 5.26%）的股东云南国际信托有限公司－聚利 36 号单一资金信 托（简称"云南国际信托"）计划在本公告披露之日起 15 个交易日后的连续 90 个自然日内以集中竞价交易方式减持本公司股份不超过 12,973,651 股，占本公 司总股本的 1%。 一、减持主体的基本情况 （一）云南国际信托拟减持的具体安排 3、减持方式：集中竞价交易方式。 4、减持股份数量及比例：通过集中竞价交易减持不超过 12,973,651 股，占 本公司总股本比例 1%。在本次减持计划期间内若公司有送股、资本公积金转增 股本等股份变动事项，则对该减持数量进行相应调整。 1 ...

（记者 王晓波） 每经头条（nbdtoutiao）——20余省份机制电价揭晓！上海比山东高84%，浙江比辽宁高31%⋯⋯专家： 企业用电成本仍有下降空间 每经AI快讯，海南海药1月9日晚间发布公告称，持有海南海药股份有限公司股份约6830万股（占公司 总股本比例为5.26%）的股东云南国际信托有限公司－聚利36号单一资金信托（简称"云南国际信托"） 计划在本公告披露之日起15个交易日后的连续90个自然日内以集中竞价交易方式减持公司股份不超过约 1297万股，占公司总股本的1%。 ...

海南海药公告称，持股5.26%的股东云南国际信托有限公司－聚利36号单一资金信托，因自身资金需 求，计划在公告披露之日起15个交易日后的连续90个自然日内，以集中竞价交易方式减持不超 12,973,651股，占公司总股本的1%。股份来源为要约收购所得。本次减持计划实施存在不确定性，且不 会导致公司控制权变更及对持续经营产生重大影响。 ...

Core Viewpoint - The announcement highlights the successful completion of Phase IIa clinical trials for the innovative drug Paiengabin, developed by Haikou Pharmaceutical Factory in collaboration with the Shanghai Institute of Materia Medica, indicating positive preliminary results for both primary and secondary clinical endpoints [1] Group 1 - The drug Paiengabin is classified as a Class 1 chemical drug and is a new type of antiepileptic medication [1] - Paiengabin acts as a KCNQ potassium channel agonist and is currently the only drug of its kind in development globally, with no existing market products [1] - The medication is intended for the treatment of refractory epilepsy, addressing a significant unmet medical need in the epilepsy treatment landscape [1]

Group 1 - The brain-computer interface concept has seen a rise of 3.27%, ranking 9th among concept sectors, with 56 stocks increasing in value [1] - Notable stocks that reached the daily limit include Kangtong Medical, Aipeng Medical, and Puni Testing, all achieving a 20% increase, while Nanjing Panda, Pulit, and Innovation Medical also hit the limit [1] - Leading gainers in the sector include Kefu Medical, Yinkang Life, and Danghong Technology, with increases of 13.52%, 7.39%, and 6.67% respectively [1] Group 2 - The brain-computer interface sector attracted a net inflow of 1.115 billion yuan, with 41 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflow [2] - The top stock for net inflow is Yanshan Technology, with a net inflow of 974 million yuan, followed by Seli Medical, Hainan Haiyao, and Aipeng Medical with net inflows of 314 million yuan, 272 million yuan, and 237 million yuan respectively [2] Group 3 - In terms of net inflow ratio, Innovation Medical, Seli Medical, and Beilu Pharmaceutical lead with ratios of 51.56%, 17.45%, and 16.93% respectively [3] - The brain-computer interface sector's top stocks by net inflow include Yanshan Technology with a 9.96% increase and a turnover rate of 34%, and Seli Medical with a 9.98% increase and a turnover rate of 33.31% [3][4]

Core Viewpoint - The innovative drug sector has experienced a strong rally since the beginning of 2026, driven by favorable policies, improving fundamentals, and a recovering capital market [1][4]. Group 1: Market Performance - The innovative drug concept sector in A-shares has seen a continuous rise, with multiple stocks, including Hainan Haiyao and Beibete-U, reaching their daily limit [1]. - Since the start of 2026, the innovative drug sector has recorded four consecutive days of gains, with over ten stocks rising more than 20% in four trading days, and Beibete-U's stock price has increased by nearly 70% [1][2]. Group 2: Policy and Regulatory Environment - The National Medical Products Administration (NMPA) has optimized the review and approval process for urgently needed foreign drugs, encouraging simultaneous global research and application in China [3]. - In 2025, China approved 76 innovative drugs for market entry, surpassing the 48 approved in 2024, marking a historical high [3]. Group 3: Industry Drivers - The recent rally in the innovative drug sector is attributed to several factors, including the implementation of new national medical insurance drug lists, which support the sales and market promotion of innovative drugs [4]. - The sector is also benefiting from advancements in cutting-edge fields such as ADC and small nucleic acids, attracting capital interest [4]. Group 4: Investment Focus - The investment focus for 2026 is shifting towards overseas expansion and emerging technologies, with an emphasis on business development (BD) as a long-term trend for Chinese innovative drugs [5]. - Companies with rapid milestone achievements in BD are expected to attract more market attention and investment opportunities [5].

Group 1 - The A-share market continues to show strength in innovative drug concept stocks, with notable gains from companies such as Bibot-U nearing the daily limit and reaching a new high, and Yuandong Bio rising over 9% [1] - The National Medical Products Administration (NMPA) is set to support the "China debut" of innovative drugs, with plans to implement a data protection system for drug trials and establish exclusive market periods for pediatric and rare disease medications by 2026 [1] - The NMPA has announced further optimization of the review and approval process for urgently needed foreign drugs already on the market to meet the pressing clinical needs of patients [1] Group 2 - Notable stock performances include Bibot-U with a 19.95% increase, Yuandong Bio up 9.33%, and Hongbo Pharmaceutical rising 8.16%, among others [2] - The total market capitalization for Bibot-U is 22.3 billion, while Yuandong Bio stands at 11.5 billion, and Hongbo Pharmaceutical at 4.867 billion [2] - Year-to-date performance shows Bibot-U leading with a 70.89% increase, followed by Hongbo Pharmaceutical at 16.74% and Lai Mei Pharmaceutical at 7.59% [2]