Core Viewpoint - The company is closely monitoring disease dynamics and is steadily advancing the commercialization of Anglatide tablets to benefit more patients as soon as possible [1] Group 1 - The company is actively engaged in the commercialization efforts of Anglatide tablets [1] - The company aims to provide benefits to a larger patient population through its ongoing initiatives [1]

Core Viewpoint - The company is actively promoting its innovative drug, Anladiwei, for the treatment of influenza, with positive clinical trial results and plans for international market expansion [2][4]. Financial Performance - As of October 24, 2025, the company's stock closed at 17.96 yuan, down 2.55%, with a turnover rate of 5.9%, trading volume of 449,200 shares, and a transaction amount of 811 million yuan [1]. Product Development - Anladiwei is the world's first targeted drug for the PB2 subunit of the influenza A virus, showing rapid and effective treatment capabilities with low resistance [2]. - The drug has completed Phase III clinical trials, demonstrating significant efficacy against various influenza virus strains, including H1 and H3 subtypes [4]. Market Strategy - The company has established a commercialization partnership for Anladiwei in Macau and is exploring further international market opportunities [3][4]. - The company is monitoring disease dynamics and is prepared to enhance production and sales efforts [4]. Investor Engagement - The company has clarified that there are no current financing plans and emphasized adherence to disclosure obligations [2]. - The company is open to suggestions regarding marketing strategies to increase awareness of Anladiwei's efficacy [2]. Market Activity - On October 24, there was a net outflow of 132 million yuan from major funds, while retail investors saw a net inflow of 14 million yuan [5].

Core Viewpoint - The company is focusing on international market opportunities for its pharmaceuticals, particularly through a collaboration with Sinovac Biotech for the commercialization of Anglatavir tablets in Macau [1] Group 1: International Expansion - The company has established a commercial partnership with Sinovac Biotech for Anglatavir tablets in Macau, aiming to leverage regional presence for brand expansion [1] - The company plans to explore further international market opportunities and accelerate its globalization efforts [1] Group 2: Market Monitoring and Production - The company is closely monitoring disease dynamics to ensure effective production and sales of its pharmaceuticals [1]

Core Viewpoint - The company is focusing on international market opportunities for its pharmaceuticals, specifically through a collaboration with Sinovac Biotech for the commercialization of Anglatavir tablets in Macau, which aims to enhance its brand presence overseas and support its international expansion efforts [1] Group 1 - The company has established a commercial partnership with Sinovac Biotech for Anglatavir tablets in Macau [1] - This collaboration is intended to create a brand radiating effect in international markets [1] - The company plans to explore further international market opportunities and accelerate its globalization efforts [1] Group 2 - The company is closely monitoring disease dynamics and is committed to effective drug production and sales [1]

Market Overview - The Chinese medicine sector experienced a decline of 0.34% on October 23, with Zhongsheng Pharmaceutical leading the drop [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Stock Performance - Notable gainers included: - Qidi Pharmaceutical (Code: 000590) with a closing price of 12.68, up 9.97% and a trading volume of 261,000 shares, totaling 320 million yuan [1] - Zhendong Pharmaceutical (Code: 300158) closed at 7.32, up 4.27% with a trading volume of 1,012,600 shares, totaling 753 million yuan [1] - Major decliners included: - Zhongsheng Pharmaceutical (Code: 002317) closed at 18.43, down 4.75% with a trading volume of 569,600 shares, totaling 1.056 billion yuan [2] - Darentang (Code: 600329) closed at 43.15, down 3.68% with a trading volume of 75,800 shares, totaling 328 million yuan [2] Capital Flow - The Chinese medicine sector saw a net outflow of 897 million yuan from institutional investors, while retail investors contributed a net inflow of 989 million yuan [2] - The table of capital flow indicates that: - Qidi Pharmaceutical had a net inflow of 23.93 million yuan from institutional investors, while retail investors had a net outflow of 25.84 million yuan [3] - Zhendong Pharmaceutical experienced a net inflow of 19.97 million yuan from institutional investors, with retail investors seeing a net outflow of 2.25 million yuan [3]

Core Viewpoint - The Chinese medicine sector is experiencing a mixed performance, with the Chinese medicine ETF (560080) showing significant net inflows and a growing fund size, despite the overall index performance being negative for the year [1][4]. Group 1: Market Performance - The Chinese medicine ETF (560080) saw a slight decline of 0.46% with a total trading volume of 116 million yuan on the day [1]. - The ETF has attracted a net inflow of 192 million yuan yesterday, ranking it among the top 9 in the market, and has seen a total net inflow exceeding 600 million yuan over the past 16 days [1]. - The Chinese medicine index has a year-to-date return of -2.53%, with a decline of 8.13% projected for 2024 [3]. Group 2: Valuation Metrics - As of October 22, the TTM price-to-earnings (PE) ratio of the Chinese medicine ETF (560080) is 25.22, indicating that the index is cheaper than 77% of the time over the past decade [4]. - The current PE ratio is close to the calculated opportunity value, suggesting a favorable valuation for potential investment [4]. Group 3: Company Performance - The component stocks of the Chinese medicine ETF exhibited mixed results, with companies like Yunnan Baiyao and Pianzaihuang showing slight increases, while others like Zhongsheng Pharmaceutical and Darentang experienced declines exceeding 4% [5]. - The performance of major brands in the OTC market is expected to improve, with companies like Huazhong Sanjiu, Dong'e Ejiao, and Yunnan Baiyao being highlighted as stable performers [8]. Group 4: Industry Outlook - The Chinese medicine sector is under short-term pressure due to various factors, but there is optimism for operational improvements in the second half of the year [7]. - The market is closely monitoring the impact of external policies, including price governance and the collection of traditional Chinese medicine, which may influence future performance [7][9]. - The industry is expected to benefit from a recovery in consumer demand, driven by macroeconomic improvements and an aging population [10].

证券代码：002317 公告编号：2025-101 广东众生药业股份有限公司 关于使用闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、概述 证券代码：002317 公告编号：2025-101 2、预期年化收益率：1.30%至 1.70% 广东众生药业股份有限公司（以下简称"公司"）于 2025 年 9 月 18 日召开 了第八届董事会第二十七次会议及第八届监事会第二十七次会议，审议通过了 《关于使用部分闲置募集资金进行现金管理的议案》，同意公司在确保不影响募 集资金投资计划正常进行的情况下，使用不超过人民币 18,000.00 万元的闲置募 集资金进行现金管理，适时购买结构性存款、大额存单等安全性高的保本型产品。 现金管理期限为本次董事会审议通过之日起十二个月内。在上述额度和期限内资 金可滚动使用，但在任一时点的实际投资金额不超过人民币 18,000.00 万元，本 次使用部分闲置募集资金进行现金管理事项将在上述额度内，授权董事长具体实 施相关事宜。 上述具体内容详见公司于 2025 年 9 月 19 日刊载在《证券时报 ...

Core Insights - The NMN concept index rose by 0.95%, ranking 10th among concept sectors, with 18 stocks increasing in value, led by Te Yi Pharmaceutical, which hit the daily limit, and other notable gainers including Su Yan Jing Shen, Zhong Sheng Pharmaceutical, and Shuanglu Pharmaceutical, which rose by 5.93%, 5.22%, and 4.42% respectively [1][2] Market Performance - The NMN concept sector saw a net inflow of 181 million yuan from main funds, with 13 stocks receiving net inflows, and 5 stocks exceeding 10 million yuan in net inflow. Te Yi Pharmaceutical topped the list with a net inflow of 215 million yuan, followed by Zhong Sheng Pharmaceutical, De Zhan Health, and Shuanglu Pharmaceutical with net inflows of 51.31 million yuan, 35.94 million yuan, and 14.18 million yuan respectively [2][3] Fund Flow Ratios - Te Yi Pharmaceutical, Yaben Chemical, and De Zhan Health had the highest net inflow ratios, with rates of 17.90%, 11.09%, and 9.59% respectively [3]

从资金流向上来看，当日中药板块主力资金净流出2.37亿元，游资资金净流入219.49万元，散户资金净流 入2.35亿元。中药板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002728 | 特—药业 | 1.96 Z | 16.29% | -1.07亿 | -8.87% | -8911.96万 | -7.42% | | 002390 | 信邦制药 | 5270.97万 | 13.57% | -1511.50万 | -3.89% | -3759.47万 | -9.68% | | 002317 | 众生药业 | 4832.23万 | 3.31% | -821.88万 | -0.56% | -4010.35万 | -2.75% | | 6660000 | 华润三九 | 4034.42万 | 5.53% | 1082.83万 | 1.48% | -5117.25万 | -7.01% | | 002 ...

Core Viewpoint - The company is advancing the commercialization of Anglatide tablets, focusing on marketing innovation through academic ecosystem development, digital service upgrades, and key project practices [1] Group 1: Commercialization Strategy - The company is enhancing marketing innovation by leveraging product advantages and differentiation, as well as a market-focused strategy to rapidly expand its market share [1] - The company is committed to exploring international market opportunities for Anglatide tablets and will timely initiate overseas market expansion [1] Group 2: Market Focus - The company emphasizes the importance of internationalization and is accelerating its efforts to explore more possibilities in the global market [1]