智通财经APP讯，恩华药业(002262.SZ)公告，公司近日获得国家药品监督管理局核准签发的化学药品右 酮洛芬氨丁三醇注射液的《药品注册证书》。右酮洛芬氨丁三醇注射液是一种非甾体抗炎镇痛药，是 COX-1和COX-2活性的抑制剂，作为阿片类镇痛药的辅助，用于成人不适合口服给药的急性中度至重度 术后疼痛。 ...

江苏恩华药业股份有限公司 关于完成工商变更及备案登记手续并换发营业执照的公告 证券代码：002262 证券简称：恩华药业 公告编号：2026-001 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 江苏恩华药业股份有限公司（以下简称：公司）于2025年12月19日召开了2025年 第二次临时股东大会及职工代表大会2025年第二次会议，分别审议通过了《关于取消 监事会、变更经营范围、增加董事会人数、修订<公司章程>并办理工商变更登记的议 案》、《关于补选1名独立董事的议案》及《关于选举职工代表董事的议案》，具体内 容详见公司于2025年12月20日在《证券时报》和巨潮资讯网（www.cninfo.com.cn）披 露的《2025年第二次临时股东大会决议公告》（公告编号：2025-060）、《关于监事 会改革、选举职工代表董事的公告》（公告编号：2025-061）。 一、变更及备案登记情况 董事会根据公司2025年第二次临时股东大会决议的相关授权及要求，于2026年1月 14日向徐州市政务服务管理办公室申请办理上述事项的变更及备案登记手续。 2026年1月20日，公司 ...

Core Viewpoint - The company, Enhua Pharmaceutical, is actively participating in national drug procurement activities to achieve favorable outcomes for its products, focusing on the development, production, and sales of central nervous system (CNS) drugs [1] Group 1: Company Overview - Enhua Pharmaceutical is the only publicly listed company in China dedicated to the research and production of CNS drugs [1] - The company is a designated production base for anesthetic and psychiatric drugs in China [1] - Enhua's product line covers a wide range of CNS drugs, including those for schizophrenia, depression, and analgesia [1] Group 2: Product Portfolio - The company has the most comprehensive product line in the CNS drug sector in China, with 60 approved new drug formulations and 98 product specifications [1] - Enhua holds 7 exclusive products and has 15 first-to-market products [1] - The company has the highest market share in 29 of its products nationwide [1]

Investment Rating - The report maintains an "Outperform" rating for several companies, including Jiangsu Heng Rui Medicine, Hansoh Pharmaceutical Group, 3SBio, Sichuan Kelun Pharmaceutical, and Jiangsu Nhwa Pharmaceutical [6][7]. Core Insights - The annual J.P. Morgan Healthcare Conference concluded successfully, with positive information from global pharmaceutical companies, including new pipeline disclosures and major deals. The report highlights the high prosperity in the innovative drug sector and recommends continuous investment in innovative drugs and the industry chain [25][26]. - The A-Shares pharmaceutical sector underperformed the market in the third week of January 2026, with the Shanghai Composite Index falling by 0.4% and the SW Pharmaceutical and Biological sector declining by 0.7% [8][27]. - The Hong Kong stock pharmaceutical sector performed in line with the market, while the U.S. pharmaceutical sector underperformed. The Hang Seng Healthcare index increased by 2.4%, and the S&P 500 Healthcare Select Sector decreased by 1.1% [28]. Summary by Sections Section 1: Continuous Recommendation of Innovative Drugs and Industry Chain - The report emphasizes the high prosperity of innovative drugs and maintains overweight ratings for key pharmaceutical companies. It also recommends Biopharma/Biotech companies with promising pipelines and volume increases, as well as CXO and upstream companies benefiting from innovation [6][25]. Section 2: A-Shares Pharmaceutical Sector Performance - In the third week of January 2026, the A-Shares pharmaceutical sector's performance was ranked 17th among Shenwan primary industries, with a decline of 0.7%. The medical service sub-sector showed a positive performance of +3.3% [8][12][27]. Section 3: Hong Kong and U.S. Pharmaceutical Sector Performance - The Hong Kong pharmaceutical sector performed similarly to the market, while the U.S. sector underperformed. Notable gainers in the U.S. included MODERNA (+22%) and QUEST DIAGNOSTICS (+9%), while major decliners included BIOGEN (-12%) and BOSTON SCIENTIFIC (-10%) [28].

Investment Rating - The report maintains an "Overweight" rating for the pharmaceutical sector [6][26]. Core Insights - The report emphasizes the continuous recommendation of innovative pharmaceuticals and medical devices, highlighting the high growth potential in the sector. It maintains "Overweight" ratings for companies such as Heng Rui Medicine, Hansoh Pharmaceutical, Sanofi, Kelun Pharmaceutical, and Enhua Pharmaceutical. It also recommends Biopharma/Biotech companies like Kelun Biotech, BeiGene, and others, as well as CXO and upstream pharmaceutical companies [6][3]. Summary by Sections 1. Continuous Recommendation of Innovative Pharmaceuticals and Medical Devices - The report highlights the high growth potential of innovative drugs and recommends several companies for investment, including Heng Rui Medicine, Hansoh Pharmaceutical, Sanofi, Kelun Pharmaceutical, and Enhua Pharmaceutical. It also suggests Biopharma/Biotech companies like Kelun Biotech, BeiGene, and others, as well as CXO and upstream pharmaceutical companies [6][7]. 2. A-share Pharmaceutical Sector Performance - In the third week of January 2026, the A-share pharmaceutical sector underperformed the broader market, with the Shanghai Composite Index declining by 0.4% and the SW Pharmaceutical and Biotech index falling by 0.7% [8][11]. 3. Hong Kong and US Market Performance - The Hong Kong pharmaceutical sector performed in line with the market, while the US pharmaceutical sector underperformed. In the same week, the Hang Seng Healthcare index rose by 2.4%, and the S&P 500 healthcare sector fell by 1.1% [19][20].

Core Viewpoint - Jiangsu Enhua Pharmaceutical Co., Ltd. has successfully obtained authorization for two invention patent applications in just 85 days, becoming the first case in China to be authorized through the "cross-regional patent pre-examination resource coordination" mechanism [1][2] Group 1 - The Jiangsu Provincial Intellectual Property Office has implemented the "Jiangsu Province Patent Application Precision Service Guarantee Innovation Pilot Implementation Plan" to enhance patent application services [1] - The establishment of the "Jiangsu Province Patent Pre-examination Case Dispatch Center" aims to manage cross-regional patent pre-examination cases efficiently [1] - The case demonstrates the effectiveness of the cross-regional dispatch mechanism in improving pre-examination efficiency and optimizing resource allocation [1] Group 2 - The successful practice of this case is a significant achievement in Jiangsu's efforts to provide precise services for patent applications [2] - It serves as the first successful example of cross-regional collaboration after the operation of the "Jiangsu Province Patent Pre-examination Case Dispatch Center" [2] - The efficient allocation of patent pre-examination resources supports innovation entities in strengthening their intellectual property layout and accelerating innovation development [2]

Core Viewpoint - The report highlights the growth trends in China's chemical pharmaceutical raw materials industry, indicating a steady increase in production and market dynamics from 2025 to 2032 [1] Industry Summary - In November 2025, China's chemical pharmaceutical raw material production reached 331,000 tons, reflecting a year-on-year growth of 1.5% [1] - From January to November 2025, the cumulative production of chemical pharmaceutical raw materials in China was 3,358,000 tons, with a cumulative growth of 1.8% [1] - The report by Zhiyan Consulting provides insights into the supply and demand dynamics of the chemical pharmaceutical industry in China, projecting future trends from 2026 to 2032 [1] Company Summary - Listed companies in the sector include Heng Rui Medicine, East China Pharmaceutical, Lizhu Group, Baiyunshan, North China Pharmaceutical, Haizheng Pharmaceutical, Fosun Pharmaceutical, Kelun Pharmaceutical, Enhua Pharmaceutical, and Xianju Pharmaceutical [1]

Core Viewpoint - Enhua Pharmaceutical (002262.SZ) is currently in communication with the CDE regarding the Phase III clinical trial plan for NHL35700, which is expected to enter Phase III clinical trials in 2026 [1] Company Summary - Enhua Pharmaceutical is actively engaging with regulatory authorities to advance its clinical development program for NHL35700 [1] - The anticipated timeline for entering Phase III clinical trials is set for 2026, indicating a strategic focus on the drug's development [1] Industry Summary - The communication with the CDE reflects the ongoing regulatory processes within the pharmaceutical industry, particularly in the context of clinical trial advancements [1] - The expected timeline for clinical trials highlights the industry's emphasis on long-term planning and regulatory compliance in drug development [1]

Investment Rating - The report maintains a positive outlook on innovative drugs and the related industry chain, indicating potential value revaluation for specific pharmaceutical companies [6][28]. Core Insights - The pharmaceutical sector in A-shares showed strong performance in the second week of January 2026, with the SW Pharma Bio index rising by 7.8%, outperforming the overall market [8][29]. - Key sub-sectors such as medical services (+12.3%), medical equipment (+9.4%), and chemical preparations (+7.3%) demonstrated significant growth during this period [13][29]. - Notable individual stock performances included Innovative Medical Management (+61.0%), Sanbo Hospital Management Group (+56.2%), and MeHow Medical (+56.1%) [15][29]. - The report highlights a normal premium level of 68.3% for the pharmaceutical sector relative to all A-shares as of January 9, 2026 [15][23]. Summary by Sections 1. Continued Focus on Innovative Drugs and Industry Chain - The report emphasizes the high prosperity in innovative drugs and suggests monitoring companies like Jiangsu Heng Rui Medicine, Hansoh Pharmaceutical, 3SBio, Sichuan Kelun Pharmaceutical, and Jiangsu Nhwa Pharmaceutical for potential value revaluation [6][28]. 2. Performance of A-Shares Pharmaceutical Sector - In the second week of January 2026, the A-share pharmaceutical sector outperformed the market, with the SW Pharma Bio index increasing by 7.8% [8][29]. - The report ranks the pharmaceutical sector as the 5th best-performing industry among Shenwan's primary industries during this period [11][29]. 3. Performance of Hong Kong and U.S. Pharmaceutical Sectors - The Hong Kong pharmaceutical sector outperformed the market, with the Hang Seng Healthcare index rising by 10.3% and the biotechnology sector increasing by 11.1% [20][29]. - Conversely, the U.S. pharmaceutical sector underperformed, with the S&P Healthcare Select Sector rising by only 1.1% compared to the S&P 500's 1.6% increase [20][29].

Group 1 - The core viewpoint of the news is that Enhua Pharmaceutical's stock has shown a slight increase in price, with a current trading value of 24.64 yuan per share and a total market capitalization of 250.29 billion yuan [1] - As of January 9, the stock price has increased by 2.11% year-to-date, with a 5-day increase of 2.11%, a 20-day increase of 0.53%, and a 60-day decrease of 5.16% [1] - The company is primarily engaged in pharmaceutical production, research, and sales, with its main revenue sources being anesthetics (54.28%), psychotropic drugs (20.63%), and commercial pharmaceuticals (13.08%) [1] Group 2 - As of September 30, the company reported a revenue of 4.471 billion yuan for the first nine months of 2025, representing a year-on-year growth of 7.85%, and a net profit attributable to shareholders of 1.106 billion yuan, up 8.42% year-on-year [2] - The company has distributed a total of 1.577 billion yuan in dividends since its A-share listing, with 890 million yuan distributed over the past three years [3] - The number of shareholders decreased by 14.20% to 37,400, while the average circulating shares per person increased by 16.85% to 23,614 shares [2]