关于控股子公司两款药品新纳入国家医保目录的公告 证券代码：000661 证券简称：长春高新 公告编号：2025-151 长春高新技术产业（集团）股份有限公司 新纳入医保目录的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 根据国家医疗保障局及人力资源社会保障部发布的《国家基本医疗保险、生 育保险和工伤保险药品目录（2025 年）》（医保发〔2025〕33 号，以下简称"国 家医保目录"），长春高新技术产业（集团）股份有限公司（以下简称"公司"） 控股子公司长春金赛药业有限责任公司（以下简称"金赛药业"）自主研发的金 赛增（现通用名为"金培生长激素注射液"）、合作引进的美适亚（通用名为"醋 酸甲地孕酮口服混悬液"）均被新纳入国家医保目录。现将相关信息公告如下： 医保支付范围：限内源性生长激素缺乏（GHD）所引起的儿童生长缓慢 药品医保支付标准有效期：2026 年 1 月 1 日至 2027 年 12 月 31 日。 1 一、本次新纳入国家医保目录药品信息 1、金赛增 通用名：金培生长激素注射液（曾用名：聚乙二醇重组人生长激素注射液） 中文商品名：金赛增 医 ...

Core Viewpoint - Changchun High-tech (000661.SZ) announced that its subsidiary, Changchun Jinsai Pharmaceutical Co., Ltd., has two products newly included in the National Medical Insurance Directory for 2025, which may enhance the company's market position and revenue potential [1] Group 1: Company Developments - Changchun Jinsai Pharmaceutical's self-developed product, Jinsai Zeng (now known as Jintai Growth Hormone Injection), has been added to the national medical insurance directory [1] - The product Meishiya (known as Acetate Medroxyprogesterone Oral Suspension) has also been included in the national medical insurance directory through collaboration [1]

人民财讯12月8日电，长春高新（000661）12月8日公告，根据2025年国家医保目录，公司控股子公司长 春金赛药业有限责任公司自主研发的金赛增(现通用名为"金培生长激素注射液")、合作引进的美适亚(通 用名为"醋酸甲地孕酮口服混悬液")均被新纳入国家医保目录。 ...

Core Viewpoint - Changchun High-tech announced that its subsidiary, Jinsai Pharmaceutical, has received inclusion of its self-developed JinSaiZeng (growth hormone injection) and the co-introduced Meishiya (medroxyprogesterone acetate oral suspension) into the National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug List (2025) [1] Group 1 - The inclusion of these drugs reflects national recognition and is expected to facilitate market promotion and enhance sales scale [1] - The medical insurance payment standards will be effective from January 1, 2026, to December 31, 2027 [1] - The impact on the company's performance from this inclusion is currently difficult to estimate [1] Group 2 - The new drug list will be implemented starting January 1, 2026, with reimbursement details to be determined by government announcements [1]

Investment Rating - The report maintains a "Recommended" investment rating for the pharmaceutical industry [1] Core Insights - The 2025 National Medical Insurance and Commercial Health Insurance Innovation Drug Catalogs were released, adding 114 new drugs to the national insurance list, with a success rate of 88%, significantly higher than the previous year's 76% [2] - The first three quarters of 2025 saw a notable recovery in domestic innovative drug financing, with 324 financing events totaling $5.51 billion, a 67.6% increase year-on-year [3] - The flu positivity rate has not peaked yet, with a significant increase in flu cases, indicating a growing market for flu medications [4] - The report highlights breakthroughs in dual-target and new-target opportunities in the autoimmune field, with several companies making significant advancements [5] - There is a focus on inhalation formulations in respiratory diseases, with new drugs showing promising results [6] - Progress in liver-targeted small nucleic acids is noted, with companies like Arrowhead Pharmaceuticals making strides in this area [7] Summary by Sections 1. National Medical Insurance and Commercial Insurance Innovation Drug Catalogs - The 2025 catalog added 114 new drugs, including 50 innovative drugs, with a success rate of 88% [2] 2. Financing Trends and CXO Order Changes - Innovative drug financing events increased by 5.2% year-on-year, with total financing amounting to $5.51 billion [3] 3. Flu Positivity Rates - The flu positivity rate reached 51.1%, indicating a rising demand for flu medications [4] 4. Autoimmune Field Developments - Significant partnerships and advancements in dual-target drugs for autoimmune diseases were reported [5] 5. Inhalation Formulations in Respiratory Diseases - New inhalation drugs are showing positive clinical results, indicating a shift in treatment approaches [6] 6. Progress in Liver-Targeted Small Nucleic Acids - Arrowhead Pharmaceuticals achieved a milestone payment for its innovative RNA therapy, expanding its research pipeline [7] 7. Stock Recommendations - The report recommends stocks in various sectors, including inhalation formulations, small nucleic acids, and innovative drugs, highlighting specific companies for investment [8]

Investment Rating - The report maintains a "positive" outlook on the pharmaceutical industry, particularly focusing on innovative drug sectors [3]. Core Insights - The pharmaceutical sector's performance saw a decline of 0.7% this week, while the Shanghai Composite Index rose by 0.4%. The pharmaceutical index ranked 21st among 31 sub-industries [3][4]. - The new National Medical Insurance Drug List added 114 drugs, including 50 innovative drugs, with an overall success rate of 88%, significantly up from 76% in 2024. The first commercial health insurance innovative drug list includes 19 drugs, enhancing coverage for critical areas such as cancer and chronic diseases [3][12][14]. - The establishment of the Chinese Drug Price Registration System allows companies to self-declare innovative drug prices, facilitating global pricing strategies for innovative drugs [17][18]. Market Performance - The pharmaceutical index's valuation stands at 29.3 times earnings, ranking 10th among 31 primary industries [6]. - The performance of various sub-sectors includes: raw materials (-2.5%), chemical preparations (-0.9%), and medical devices (-0.9%), while medical circulation saw an increase of 6.5% [6][4]. Recent Key Events - The report highlights significant clinical trial results from companies like Junsheng Pharmaceutical, which demonstrated advantages in glycemic control and cardiovascular benefits with its new drug HTD1801 [25]. - The report notes the strategic partnership between Kelun Pharmaceutical and Crescent for developing ADC therapies, with potential milestone payments reaching up to $1.25 billion [27][28]. - The report also mentions the IPO application of Lingke Pharmaceutical, focusing on innovative small molecule drugs for autoimmune and inflammatory diseases, with a post-investment valuation of 3.42 billion yuan [30]

人民财讯12月7日电，长春高新（000661）子公司金赛药业相关产品金培生长激素注射液(金赛增)、醋 酸甲地孕酮口服混悬液(美适亚)纳入新版基本医保药品目录。 ...

证券之星消息，12月4日，生物经济（970038）指数报收于2117.66点，跌0.2%，成交104.77亿元，换手 率0.98%。当日该指数成份股中，上涨的有17家，信立泰以3.4%的涨幅领涨，下跌的有33家，华兰疫苗 以5.75%的跌幅领跌。 近10日内生物经济（970038）指数成份股做了调整，新纳入了9只股票，剔除了9只股票。 资金流向方面，生物经济（970038）指数成份股当日主力资金净流出合计4.59亿元，游资资金净流入合 计3157.72万元，散户资金净流入合计4.28亿元。成份股资金流向详情见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300026 红日药业 | | 3806.67万 | 7.20% | 2160.87万 | 4.09% | -5967.54万 | -11.29% | | 002019 亿帆医药 | | 2587.00万 | 11.47% | -274.72万 | -1.2 ...

Core Points - The Medical Health R Index (480016) closed at 7284.72 points, down 0.42%, with a trading volume of 17.046 billion yuan and a turnover rate of 0.61% [1] - Among the index constituents, 23 stocks rose while 26 fell, with TeBao Bio leading the gainers at 2.85% and Renfu Pharmaceutical leading the decliners at 3.33% [1] Index Constituents Summary - The top ten constituents of the Medical Health R Index include: - WuXi AppTec (sh603259) with a weight of 13.66%, latest price at 87.62, down 2.01%, and a market cap of 261.437 billion yuan [1] - Hengrui Medicine (sh600276) with a weight of 11.00%, latest price at 60.97, down 0.25%, and a market cap of 404.670 billion yuan [1] - Mindray Medical (sz300760) with a weight of 7.57%, latest price at 199.50, down 0.56%, and a market cap of 241.882 billion yuan [1] - United Imaging Healthcare (sh688271) with a weight of 4.27%, latest price at 128.88, up 0.13%, and a market cap of 106.217 billion yuan [1] - Pianzai Shou (sh600436) with a weight of 3.48%, latest price at 171.48, up 1.33%, and a market cap of 103.457 billion yuan [1] - Aier Eye Hospital (sz300015) with a weight of 3.42%, latest price at 11.35, down 1.30%, and a market cap of 105.843 billion yuan [1] - Kelun Pharmaceutical (sz002422) with a weight of 2.59%, latest price at 34.00, down 0.03%, and a market cap of 54.334 billion yuan [1] - Xinhecheng (sz002001) with a weight of 2.42%, latest price at 24.44, up 0.20%, and a market cap of 75.114 billion yuan [1] - Fosun Pharma (sh600196) with a weight of 2.39%, latest price at 27.05, down 0.15%, and a market cap of 72.235 billion yuan [1] - Ziji Shenzhou (sh688235) with a weight of 2.27%, latest price at 275.20, down 1.59%, and a market cap of 423.995 billion yuan [1] Capital Flow Analysis - The Medical Health R Index constituents experienced a net outflow of 1.159 billion yuan from institutional investors, while retail investors saw a net inflow of 999 million yuan [1] - Detailed capital flow for specific stocks shows: - Health元 (600380) had a net inflow of 34.2431 million yuan from institutional investors [2] - Hengrui Medicine (600276) had a net inflow of 29.9909 million yuan from institutional investors [2] - Long Spring High-tech (000661) had a net inflow of 19.8154 million yuan from institutional investors [2] - The index constituents underwent adjustments, adding four new stocks and removing one [2]

近日，长春高新公告表示，子公司金赛药业收到国家药品监督管理局核准签发的《药物临床试验批准通 知书》，金赛药业 GenSci142 胶囊注册临床试验申请获得批准。 （长春高新公告） (编辑：杨燕 林辰)关键字： 医疗 GenSci142 胶囊是金赛药业开发的一款 1 类创新生物制品，拟用于细菌性阴道病的治疗。细菌性阴道病 （BV）是育龄期女性中最常见的阴道感染性疾病之一，存在巨大的临床未满足需求。 ...