Core Viewpoint - Zhongsheng Pharmaceutical experienced a 5.08% increase in stock price, reaching 22.33 CNY per share, with a trading volume of 1.919 billion CNY and a turnover rate of 11.62%, resulting in a total market capitalization of 18.979 billion CNY [1] Company Overview - Zhongsheng Pharmaceutical Co., Ltd. is located in Dongguan, Guangdong Province, established on December 31, 2001, and listed on December 11, 2009. The company focuses on the research, production, and sales of pharmaceuticals [1] - The revenue composition of the company includes: Traditional Chinese Medicine sales at 53.03%, chemical drug sales at 38.12%, Chinese medicinal materials and decoction pieces at 6.13%, raw materials and intermediates at 2.14%, and other (supplementary) at 0.58% [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Jianxin Fund has a significant position in Zhongsheng Pharmaceutical. Jianxin High-end Medical Stock A (004683) held 403,600 shares in the third quarter, accounting for 5.61% of the fund's net value, ranking as the fifth largest holding [2] - The estimated floating profit from this position is approximately 435,900 CNY [2] Fund Manager Information - The fund manager of Jianxin High-end Medical Stock A (004683) is Pan Longling, who has been in the position for 9 years and 230 days. The total asset size of the fund is 162 million CNY, with the best fund return during the tenure being 47.31% and the worst being -33.31% [3]

Group 1 - The company is steadily advancing the commercialization of its influenza innovative drug, Amlodipine Tablets (brand name: Anruwei®) [2] - Amlodipine Tablets are currently available in public medical institutions across multiple provinces, major chain pharmacies, and online platforms such as JD.com, Tmall, and Meituan [2]

Group 1 - The flu concept is experiencing renewed activity, leading to significant stock movements in related companies [1] - Te Yi Pharmaceutical has achieved two consecutive trading limits, indicating strong market interest [1] - Bo Hui Innovation has reached a 20% daily limit increase, reflecting positive investor sentiment [1] Group 2 - Panlong Pharmaceutical has also hit the daily limit, showcasing its strong performance in the market [1] - Other companies such as Zhongsheng Pharmaceutical, Ha Sanlian, and Jinhua Co. have seen their stocks rise in response to the flu concept's resurgence [1]

Financial Performance - The company achieved a revenue of CNY 1.889 billion from the beginning of 2025 to the end of Q3, remaining stable compared to the previous year [1] - Net profit attributable to shareholders reached CNY 251 million, a year-on-year increase of 68.40% [1] - The net profit excluding non-recurring gains and losses was CNY 246 million, up 30.36% year-on-year [1] - In Q3 alone, the company recorded a revenue of CNY 589 million, an increase of 8.35% year-on-year, with a net profit of CNY 59.03 million, showing a significant growth of 301.03% [1] New Drug Development - The new drug, Angladiwe Tablets, has been successfully approved for market launch, with a comprehensive marketing strategy focusing on academic ecosystem construction, data service upgrades, and key project practices [3] - Angladiwe Tablets is the first oral drug targeting RNA polymerase PB2 for influenza A, demonstrating rapid, effective, and low-resistance characteristics [3] - Clinical trials have shown that Angladiwe Tablets significantly reduce flu symptom relief time compared to placebo, with median relief times of 38.83 hours versus 63.35 hours for adults [6][9] Clinical Trial Results - The Phase II clinical trial for Angladiwe Granules, aimed at children aged 2-17, showed a median flu symptom relief time of 31.72 hours, with high-dose groups achieving 28.63 hours [7] - The safety profile of Angladiwe Granules was favorable, with no serious adverse events reported during the trials [9] - RAY1225 injection, targeting type 2 diabetes and obesity, has shown positive results in Phase II trials, with low rates of gastrointestinal adverse reactions and hypoglycemia [12] Strategic Initiatives - The company is actively seeking international collaborations to expand the market for its innovative drugs, enhancing global R&D capabilities and brand influence [10] - Increased shareholding in its subsidiary, Zhongsheng Ruichuang, aims to strengthen control over innovative drug development and improve operational efficiency [14] - The company is committed to advancing clinical trials for innovative drugs in metabolic and respiratory diseases, focusing on high-quality and accelerated development [12][14]

Core Viewpoint - The company emphasizes the importance of overseas market opportunities for its pharmaceutical products and is actively pursuing international clinical applications and registrations [1] Group 1 - The company is committed to expanding the overseas market for its product, Anglatide Tablets [1] - The company plans to explore more possibilities to accelerate its internationalization efforts [1]

第1笔成交价格为20.70元，成交77.00万股，成交金额1,593.90万元，溢价率为-2.59%，买方营业部为光 大证券股份有限公司东莞石龙证券营业部，卖方营业部为光大证券股份有限公司东莞石龙证券营业部。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 11月11日，众生药业收涨4.17%，收盘价为21.25元，发生2笔大宗交易，合计成交量154万股，成交金额 3187.8万元。 责任编辑：小浪快报 第2笔成交价格为20.70元，成交77.00万股，成交金额1,593.90万元，溢价率为-2.59%，买方营业部为光 大证券股份有限公司东莞石龙证券营业部，卖方营业部为光大证券股份有限公司东莞石龙证券营业部。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为3187.8万元。该股近5个交易日累 计上涨7.65%，主力资金合计净流入1.51亿元。 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2025-11-11 | 002317 | 众生药业 | 20.70 | 77.00 | 1,593.90光大证券股份有限 | 光大证券股份有限 | | | | | | | 公司东莞石龙证券 | 公司乐莞石龙证券 | | | | | | | 营业部 | 营业部 | | 2025-11-11 | 002317 | 众生药业 | 20.70 | 77.00 | 1,593.90光大证券股份有限 | 光大证券股份有限 | | | | | | | 公司东莞石龙证券 | 公司东莞石龙证券 | | | | | | | 营补部 | 营不错 | 11月11日，众生药业大宗交易成交154万股，成交额3187.8万元，占当日总成交额的1.69%，成交价20.7 元，较市场收盘价21.25元折价2.59%。 ...

Core Insights - The traditional Chinese medicine sector experienced a rise of 0.84% on November 11, with Weikang Pharmaceutical leading the gains [1] - The Shanghai Composite Index closed at 4002.76, down 0.39%, while the Shenzhen Component Index closed at 13289.0, down 1.03% [1] Company Performance - Weikang Pharmaceutical (300878) closed at 29.30, up 12.69% with a trading volume of 93,800 shares and a transaction value of 260 million [1] - Te Yi Pharmaceutical (002728) closed at 12.76, up 10.00% with a trading volume of 869,700 shares and a transaction value of 1.056 billion [1] - Tai Long Pharmaceutical (600222) closed at 7.51, up 9.96% with a trading volume of 630,600 shares and a transaction value of 461 million [1] - Yi Ling Pharmaceutical (002603) closed at 20.47, up 6.61% with a trading volume of 1,882,100 shares and a transaction value of 1.758 billion [1] - Zhongsheng Pharmaceutical (002317) closed at 21.25, up 4.17% with a trading volume of 893,600 shares and a transaction value of 1.854 billion [1] Market Dynamics - The traditional Chinese medicine sector saw a net inflow of 178 million from institutional investors, while retail investors experienced a net outflow of 1.3583 million [2] - The main capital flow for Te Yi Pharmaceutical showed a net inflow of 225 million, while retail investors had a net outflow of 127 million [3] - Tai Long Pharmaceutical had a net inflow of 83.56 million from main capital, with retail investors seeing a net outflow of 472.73 million [3]

Core Viewpoint - The flu sector has experienced a significant rally, with notable stock price increases among several pharmaceutical companies [1] Company Summaries - Special One Pharmaceutical has reached its daily limit increase in stock price [1] - Nanxin Pharmaceutical's stock has risen by over 6% [1] - Tailong Pharmaceutical, Hendi Pharmaceutical, and Zhongsheng Pharmaceutical have also seen stock price increases [1]

Group 1: Flu Season Overview - The flu season has entered an outbreak phase in both Japan and China, with Japan reporting over 57,000 cases in the week ending November 2, doubling from the previous week, marking 11 consecutive weeks of increase [1] - In China, respiratory infectious diseases are on the rise, with flu-like cases reported at 5.1% in northern provinces, higher than the previous week and the same period in the last three years [1] Group 2: Drug Development and Market Demand - The flu virus strain this year is primarily the H3N2 subtype, leading to lower immunity in the population compared to last year's H1N1 strain, creating a demand for effective new treatments [2] - "Anglavei" (brand name: Anruiwei®) from Zhongsheng Pharmaceutical is the first oral drug targeting RNA polymerase PB2 for type A influenza, approved in May 2023, showing rapid symptom relief and low resistance [2][3] - Anglavei has demonstrated significant efficacy against both H1 and H3 strains, with a median symptom relief time of 38.83 hours and a rapid reduction in viral load within 24 hours [3] Group 3: Company Performance and Strategic Outlook - Zhongsheng Pharmaceutical reported a revenue of 1.908 billion yuan and a net profit of 250 million yuan for the first three quarters of 2025, with a year-on-year increase of 68.4% [5] - The company is expanding the application of Anglavei to children, with promising results from phase II clinical trials, aiming to fill a gap in pediatric treatment [3][5] - The strategic focus on innovative drug development and a diversified pipeline positions Zhongsheng Pharmaceutical for long-term growth and market competitiveness [6]