亿帆医药(002019.SZ)公告，公司全资子公司宿州亿帆药业有限公司于2025年8月5日收到国家药品监督 管理局签发的褪黑素颗粒境内生产药品注册上市许可申请《受理通知书》。褪黑素颗粒用于改善6-15岁 神经发育障碍儿童的入睡困难。 ...

褪黑素颗粒用于改善6-15岁神经发育障碍儿童的入睡困难。截至报告披露日，公司对褪黑素颗粒原料及 制剂项目的研发投入约1,369.11万元。 格隆汇8月5日丨亿帆医药(002019.SZ)公布，公司全资子公司宿州亿帆药业有限公司于2025年8月5日收 到国家药品监督管理局签发的褪黑素颗粒境内生产药品注册上市许可申请《受理通知书》。 ...

褪黑素颗粒用于改善6-15岁神经发育障碍儿童的入睡困难。截至报告披露日，公司对褪黑素颗粒原料及 制剂项目的研发投入约1,369.11万元。 格隆汇8月5日丨亿帆医药(002019.SZ)公布，公司全资子公司宿州亿帆药业有限公司于2025年8月5日收 到国家药品监督管理局签发的褪黑素颗粒境内生产药品注册上市许可申请《受理通知书》。 ...

人民财讯8月5日电，亿帆医药（002019）8月5日晚间公告，全资子公司宿州亿帆药业有限公司收到国家 药品监督管理局签发的褪黑素颗粒境内生产药品注册上市许可申请《受理通知书》。褪黑素颗粒用于改 善6—15岁神经发育障碍儿童的入睡困难。 ...

亿帆医药公告，全资子公司宿州亿帆药业有限公司于2025年8月5日收到国家药品监督管理局签发的褪黑 素颗粒境内生产药品注册上市许可申请《受理通知书》。褪黑素颗粒用于改善6-15岁神经发育障碍儿童 的入睡困难，公司是国内首个仿制申报。根据IQVIA数据显示，褪黑素颗粒2024年全球销售额为2009万 美元。 ...

Investment Rating - The report recommends a "Buy" rating for multiple companies in the pharmaceutical sector, including Junshi Biosciences, Hualan Biological Engineering-B, and others [3]. Core Insights - The pharmaceutical sector has shown a 1.90% increase this week, outperforming the CSI 300 index by 0.21 percentage points. Sub-sectors such as pharmaceutical outsourcing, vaccines, and medical consumables performed well, while innovative drugs lagged behind [6][42]. - The report emphasizes the potential of the 4-1BB target in cancer treatment, particularly the PD-L1/4-1BB bispecific antibodies, which may address the limitations of PD-1/PD-L1 monotherapy [5][16][17]. Summary by Sections Industry Viewpoints and Investment Recommendations - 4-1BB is recognized as a promising target for tumor therapy, enhancing T cell activation and survival, which is crucial for effective immune responses against cancer [16]. - Investment strategies focus on the innovative drug sector, driven by increased liquidity and risk appetite, with a recommendation to pay attention to companies with strong pipelines in bispecific antibodies and ADCs [6][38]. Pharmaceutical Industry Market Performance - The pharmaceutical sector's overall P/E ratio is reported at 30.67 times, with a premium of 40.37% compared to the overall A-share market excluding financials [42]. Company Dynamics - Notable company developments include: - LIZHU Group's successful Phase III trial for a monoclonal antibody for psoriasis [43]. - Baiyang Pharmaceutical's planned share reduction by its major shareholder [43]. - Mylab's new medical device approval, enhancing market competitiveness [44]. Industry Dynamics - The report highlights the increasing focus on innovative drug development and the potential for significant market opportunities in the context of upcoming patent expirations for key small molecule drugs [38].

Group 1 - Fumiao Technology signed a strategic cooperation agreement with New Hu Textile to advance technology development and market expansion in the textile dyeing industry [1] - Fumiao Technology's shareholder, Feixiang Chemical, transferred 6.1076 million shares at a price of 16.38 yuan per share, representing 5% of the company's total shares [1] - Huaitian Thermal Power was recommended as the owner of a 700,000 kW wind power project, aligning with local government policies for investment strategy [1][2] Group 2 - Beiyinmei's controlling shareholder applied for pre-restructuring due to liquidity issues, holding 1.33 billion shares, 98.85% of which are pledged or frozen [3] - *ST Songfa's subsidiary signed a contract for the construction of two LNG dual-fuel oil tankers, expected to positively impact future performance [4] - Hongming Technology terminated a major asset restructuring plan to acquire 83% of Shenzhen Chisu Automation Equipment due to failure to reach an agreement [18] Group 3 - Guoxiang Technology's controlling shareholder plans to transfer 4 million shares at a price of 44.14 yuan per share, representing 5% of the total shares [20] - Longpin Puzhi's controlling shareholder is set to change to Changjiang Guomao after transferring 72.239 million shares at 12.42 yuan per share, totaling 1.046 billion yuan [28] - Hanwujing adjusted its 2025 fundraising plan to raise up to 3.985 billion yuan for AI chip platform projects and working capital [31]

Group 1 - The company has approved a total credit limit of up to RMB 650 million for itself and its subsidiaries, with a guarantee limit of RMB 600 million for companies within the consolidated scope [1][2] - The company has adjusted the unused guarantee limit of RMB 200 million from Hefei Yifan Pharmaceutical Co., Ltd. to Hefei Yifan Biopharmaceutical Co., Ltd., increasing the guarantee for the latter from RMB 900 million to RMB 1.1 billion [2] - The company has signed guarantee contracts with various banks, including a maximum guarantee amount of RMB 50 million with Agricultural Bank of China, RMB 60 million with Industrial and Commercial Bank of China, and RMB 200 million with Industrial Bank [3][4][5] Group 2 - The company has provided guarantees for its wholly-owned subsidiaries, Hefei Yifan Biopharmaceutical Co., Ltd. and Hefei Yifan Pharmaceutical Co., Ltd., to support their business development [18] - The total assets of Hefei Yifan Biopharmaceutical Co., Ltd. are reported at RMB 3.167 billion, with total liabilities of RMB 1.567 billion and net assets of RMB 1.600 billion [6] - The total assets of Hefei Yifan Pharmaceutical Co., Ltd. are reported at RMB 1.646 billion, with total liabilities of RMB 951.7 million and net assets of RMB 694.3 million [9] Group 3 - The company has confirmed that the financial risks associated with the guarantees are within controllable limits, and the guarantees comply with relevant regulations [18] - As of the report date, the cumulative external guarantee balance of the company and its subsidiaries is RMB 4.582 billion, accounting for 53.77% of the company's audited net assets for 2024 [18]

证券代码：002019 证券简称：亿帆医药 公告编号：2025-041 亿帆医药股份有限公司 关于在下属子公司之间调剂担保额度及为全资子公司提供担保 的进展公告 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。 一、担保额度调剂情况 亿帆医药股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召开的第 八届董事会第十六次会议及 2025 年 5 月 20 日召开的 2024 年年度股东会，均审 议通过了《关于公司及控股公司向金融机构申请授信额度及公司合并报表范围内 担保额度的议案》，同意公司及控股公司向各家金融机构申请总额度不超过人民 币 650,000 万元（或等值外币）的综合授信融资，申请纳入公司合并报表范围内 的公司（含本次预计担保批准期间内新设立或收购的全资和控股子公司）相互提 供担保，担保额度合计不超过人民币 600,000 万元（或等值外币），其中：对合 并范围内资产负债率低于 70%的公司提供担保总额度 440,000 万元人民币，对合 并范围内资产负债率超过 70%的公司提供担保总额度 160,000 万元人民币。上述 担保额度，可 ...

证券代码：002019 证券简称：亿帆医药 公告编号：2025-042 亿帆医药股份有限公司 关于全资子公司收到药品注册受理通知书的公告 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。 亿帆医药股份有限公司（以下简称"公司"）全资子公司宿州亿帆药业有限 公司于 2025 年 7 月 16 日收到国家药品监督管理局（以下简称"药监局"）签发 的口服用苯丁酸甘油酯境内生产药品注册上市许可《受理通知书》。现将相关情 况公告如下： 一、申请注册药品的基本情况 受理号：CYHS2502559 药品名称：口服用苯丁酸甘油酯 申请事项：境内生产药品注册上市许可 规格：25ml：27.5g 药品注册分类：化学药品4类 申请人：宿州亿帆药业有限公司 二、产品的相关情况 口服用苯丁酸甘油酯主要适用于不能通过限制蛋白质的摄入和/或单纯补充 氨基酸控制的尿素循环障碍（UCD）患者的长期治疗，包括氨甲酰磷酸合成酶 I 缺乏、鸟氨酸氨甲酰基转移酶缺乏、瓜氨酸血症 1 型、精氨琥珀酸尿症、精氨酸 血症和 HHH[高鸟氨酸血症-高氨血症-同型瓜氨酸尿症]综合征。 《受理通知书》 特此公告。 ...