9月24日，恩华药业涨5.06%，截至发稿，报28.65元/股，成交3.54亿元，换手率1.43%，总市值291.02亿 元。 资料显示，江苏恩华药业股份有限公司位于江苏省徐州市经济技术开发区龙湖西路31号恩华科技大厦， 成立日期1999年3月29日，上市日期2008年7月23日，公司主营业务涉及医药生产、研发和销售,医药销 售含公司生产的制剂销售及医药批发和零售业务。主营业务收入构成为：麻醉类54.28%，精神类 20.63%，商业医药13.08%，神经类5.51%，原料药2.98%，其他销售2.41%，其他贸易及劳务(注 1)0.58%，其他(补充)0.52%。 截至发稿，罗文杰累计任职时间12年159天，现任基金资产总规模1389.99亿元，任职期间最佳基金回报 147.41%， 任职期间最差基金回报-47.6%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，南方基金旗下1只基金位居恩华药业十大流通股东。南方中证500ETF（510 ...

Group 1 - Huadian Co., Ltd. plans to issue H-shares and list on the Hong Kong Stock Exchange [2] - Cisco Ray's 2022 annual report was found to have inflated revenue by 9.96 million and profit by 7.0054 million, leading to penalties and a change in stock name to ST Cisco Ray [3] - Tianpu Co., Ltd. experienced a 245.20% increase in stock price over 13 consecutive trading days, indicating a risk of rapid decline [4] - ST New Power is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [6] - Baoli International intends to invest in semiconductor testing equipment company Hongtai Technology, acquiring 1%-3% equity [7] - Ankai Micro plans to invest 20 million yuan to acquire 4% equity in Shiqi Future, focusing on smart vision technology [8] Group 2 - SF Holding reported a revenue of 24.787 billion yuan in August, a year-on-year increase of 7.86% [9] - Various companies are involved in share transfers, including Guangli Micro and *ST Tianlong, with plans for significant asset restructuring [11] - Xinwangda's subsidiary aims to establish a storage industry fund with professional investment institutions [12] - Several companies are planning share repurchases, including Shunhao Co. and Lingyun Optics, with adjustments to repurchase plans [18]

（文章来源：证券日报） 证券日报网讯 9月19日晚间，恩华药业发布公告称，公司于近日获得国家药品监督管理局核准签发的化 学药品盐酸他喷他多片的《药品注册证书》。 ...

Core Viewpoint - Enhua Pharmaceutical has recently received approval from the National Medical Products Administration for the chemical drug, Tazobactam Tablets, which is intended for treating severe acute pain in adult patients requiring opioid treatment and for replacing treatments that do not adequately relieve acute pain [1] Company Summary - Enhua Pharmaceutical announced the approval of Tazobactam Tablets on September 19 [1] - The drug is specifically designed for adult patients with severe acute pain that necessitates opioid medication [1] - Currently, the only other company with approval for this drug in China is Yichang Renfu Pharmaceutical Co., Ltd., which received its approval in February 2025 [1]

Group 1 - The company, Enhua Pharmaceutical, has recently received approval from the National Medical Products Administration for the chemical drug, Tazobactam Hydrochloride Tablets [1] - Tazobactam Hydrochloride Tablets are indicated for the treatment of acute pain in adult patients that is severe enough to require the use of opioid analgesics, as well as for acute pain that is not adequately relieved by alternative treatments [1]

盐酸他喷他多片用于治疗成人患者严重到需要使用阿片类药物治疗的急性疼痛，以及替代 治疗不能充分缓解的急性疼痛。根据国家药品监督管理局药品数据显示，目前该品种国内只有 宜昌人福药业有限责任公司于 2025 年 2 月份获得批准。 证券代码：002262 证券简称：恩华药业 公告编号：2025-050 江苏恩华药业股份有限公司 关于获得《药品注册证书》的公告 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。 公司于近日获得国家药品监督管理局核准签发的化学药品盐酸他喷他多片的《药品注册证 书》，现将相关情况公告如下： 1、盐酸他喷他多片《药品注册证书》的详细情况见下表： | 药品通用名称 | | 盐酸他喷他多片 | | | --- | --- | --- | --- | | 受理号 | CYHS2303458 | CYHS2303459 | CYHS2303460 | | 证书编号 | 2025S02883 | 2025S02884 | 2025S02885 | | 规 格 | 按 计 50mg 按 C14H23NO | 计 75mg C14H23NO | 按 计 100m ...

Group 1 - The core point of the article is that Enhua Pharmaceutical has received approval from the National Medical Products Administration for the registration of its chemical drug, Tazobactam Hydrochloride Tablets [1] Group 2 - The Tazobactam Hydrochloride Tablets are intended for the treatment of acute pain in adult patients who require opioid medications, as well as for acute pain that is not adequately relieved by alternative treatments [1]

Core Viewpoint - Enhua Pharmaceutical has received approval from the National Medical Products Administration for the registration certificate of the chemical drug, Tazobactam Tablets, which is intended for treating severe acute pain in adult patients requiring opioid medication [1] Company Summary - The approved drug, Tazobactam Tablets, is specifically designed for adult patients experiencing severe acute pain that necessitates the use of opioids, as well as for those whose acute pain is not adequately managed by alternative treatments [1]

Core Viewpoint - The company has received approval from the National Medical Products Administration for the registration of its chemical drug, Tazobactam Hydrochloride Tablets, which is intended for treating severe acute pain in adults that requires opioid medication [1] Group 1: Product Approval - The approval of Tazobactam Hydrochloride Tablets enhances the company's product pipeline in the central analgesic drug sector [1] - This new product is aimed at treating acute pain that is inadequately managed by other treatments [1] Group 2: Market Impact - The introduction of this drug is expected to improve the company's market competitiveness [1] - The sales from this product are anticipated to have a positive impact on the company's future performance [1]

Group 1: Commercial Aerospace Industry - The top-level design of commercial aerospace is continuously strengthened, with policies leading to the release of industrial innovation potential. The demand for satellite networking is exploding, and new supply and technology are helping to break development bottlenecks, indicating a positive outlook for low-cost, high-reliability, and large-scale development in the commercial aerospace industry [1][2][4]. - The commercial aerospace industry chain is accelerating its improvement, driven by both supply and demand. China has a complete industry chain from high-end manufacturing to application scenarios, with the global commercial aerospace market size reaching $480 billion. In 2024, China's investment and financing in the commercial aerospace sector is expected to account for 24% of the global total [3][4]. - The demand for satellite networking is surging, with multiple satellite constellations being launched rapidly. The "Long March" series rockets are the main force, and several private rocket companies are expected to become significant contributors to launch capacity [4][5]. Group 2: Company Analysis - GuoBo Electronics - GuoBo Electronics experienced a decline in performance in the first half of 2025 due to revenue confirmation delays in traditional sectors, but achieved significant growth in Q2 with a revenue of 720 million yuan, marking a year-on-year increase of 18.23% and a quarter-on-quarter increase of 105.84% [11][13]. - The company is focusing on the low-orbit satellite and commercial aerospace sectors, with multiple T/R component products already delivered to customers, indicating a new growth point for the company [11][14]. - The company has improved production efficiency and reduced costs through lean manufacturing management and automation, ensuring stable growth in profitability, with a gross margin of 39.11% in the first half of 2025 [13][14]. Group 3: Company Analysis - Enhua Pharmaceutical - Enhua Pharmaceutical is a leading domestic enterprise in the field of controlled substances, with a high barrier to entry in its sector. The impact of centralized procurement is expected to bottom out, and the company is focusing on the gradual realization of innovative results [15][17]. - In the first half of 2025, the company achieved a revenue of 3.01 billion yuan, a year-on-year increase of 8.93%, and a net profit of 700 million yuan, a year-on-year increase of 11.38% [16][17]. - The company is actively developing multiple innovative drugs in the central nervous system field, which is expected to drive a second growth curve for the company [18].