众生药业公告，控股子公司众生睿创自主研发的一类创新多肽药物RAY1225注射液新增适应症治疗"代 谢相关脂肪性肝炎"的药物临床试验获得国家药品监督管理局批准，并收到《药物临床试验批准通知 书》，同意RAY1225注射液新增适应症进行临床试验。 ...

Core Viewpoint - The article discusses the recent developments in GLP-1/GIP dual receptor agonist RAY1225, highlighting its clinical research approval for treating metabolic-associated fatty liver disease (MASH) and its potential in weight management and diabetes treatment [5][6]. Group 1: Product Development - Guangdong Zhongsheng Pharmaceutical Co., Ltd. has received implied approval for RAY1225, a long-acting GLP-1/GIP dual receptor agonist, for clinical research in MASH [5]. - RAY1225 is an innovative polypeptide drug developed by Guangdong Zhongsheng Ruichuang Biotechnology Co., Ltd., which has previously obtained clinical research approval for indications related to type 2 diabetes and overweight/obesity [5]. Group 2: Clinical Trials - The company announced results from the Phase II clinical trial (REBUILDING-1) for weight management, which included 172 participants who were either overweight or obese [6]. - Participants received RAY1225 (3 mg, 6 mg, 9 mg) or a placebo, with injections administered every two weeks over a 24-week treatment period [6]. - The dosing regimen included a gradual titration to target doses, with total administered doses of 30 mg for the 3 mg group, 50 mg for the 6 mg group, and 68 mg for the 9 mg group [6].

Core Insights - The demand for antiviral drugs has surged during the flu season, with significant increases in sales of Oseltamivir and Marbofloxacin, alongside the recent market entry of three new domestic antiviral drugs [1][3][5] Group 1: Market Demand and Sales Growth - The percentage of flu-like cases in China has risen, with a reported 40.9% positivity rate for flu tests during the 47th week of the year [2] - Sales data from various e-commerce platforms indicate a dramatic increase in antiviral drug demand, with Oseltamivir sales up 4.5 times and Marbofloxacin up 5 times from the previous week [3] - Overall sales of flu-related medications increased by 242% from November 24 to November 30 compared to the previous week, with specific products like Marbofloxacin and Oseltamivir seeing sales increases of 230% and 310%, respectively [3] Group 2: New Drug Approvals and Market Competition - Three new domestic antiviral drugs were approved in 2023, marking a significant increase in competition within the flu medication market [6][8] - The current market is primarily dominated by Oseltamivir and Marbofloxacin, but the entry of new competitors is reshaping the competitive landscape [8][9] - The sales of Oseltamivir reached 59 billion yuan in 2024, maintaining a leading market position despite the influx of generic alternatives [5][9] Group 3: Future Market Trends - The rapid growth of Marbofloxacin is notable, with a projected sales increase of over 758% in 2024, indicating a shift in market dynamics [9] - The competitive landscape is expected to intensify as more domestic companies enter the antiviral drug market, necessitating differentiation through innovation and market segmentation [10]

Core Viewpoint - The flu season is experiencing a surge in demand for antiviral medications, with a notable shift towards domestic innovative drugs entering the market, leading to a competitive landscape between traditional imported drugs and new local offerings [1][4][10]. Group 1: Market Dynamics - The flu drug market in China is projected to grow at a compound annual growth rate of 20.2%, potentially reaching a market size of 26.9 billion yuan by 2028 [10]. - The introduction of multiple new domestic antiviral drugs has diversified treatment options for patients, enhancing their ability to respond to the flu [4][6]. - The traditional flu drug, Oseltamivir, has seen its price drop to under 2 yuan per pill due to collective procurement, while new innovative drugs are priced significantly higher, around 200 yuan per pill [7][8]. Group 2: New Drug Developments - Several new antiviral drugs have been approved for clinical use, including innovative RNA polymerase inhibitors like Marbofloxacin and others targeting different mechanisms [5][6]. - The first domestic RNA polymerase PB2 protein inhibitor, Anglave, has been developed, marking a significant advancement in flu treatment options [9][10]. - The market is witnessing a mix of classic and innovative flu medications, with sales of Oseltamivir increasing by 237% recently, while new drugs like Marbofloxacin have also seen substantial sales growth [6][8]. Group 3: Consumer Behavior and Trends - There is a growing awareness and demand for new generation flu medications, although the penetration rate remains low, with less than 5% of patients opting for the new PA-targeted flu drugs [8][9]. - The pediatric market for flu medications is underdeveloped, despite children being significantly more susceptible to flu infections compared to adults [11]. - E-commerce platforms are increasingly playing a crucial role in the distribution of flu medications, providing comprehensive services from home testing to online consultations and drug delivery [11].

Core Viewpoint - Guangdong Zhongsheng Pharmaceutical Co., Ltd. has announced the provision of guarantees for its subsidiaries to support their operational financing needs, with a total guarantee amount not exceeding RMB 2 billion [1][2]. Summary by Sections Guarantee Overview - The company approved a guarantee amounting to a total of RMB 2 billion for its subsidiaries to enhance operational efficiency and ensure sustainable development [1]. - The chairman is authorized to implement related matters within the approved limit [1]. Specific Guarantees - The company’s wholly-owned subsidiary, Guangdong Zhongsheng Pharmaceutical Trading Co., Ltd., received a guarantee of RMB 100 million from the company for a credit facility with China Bank [2]. - Another subsidiary, Yunnan Yikang Pharmaceutical Co., Ltd., received a guarantee of RMB 10 million for a credit facility with China Merchants Bank [2]. Financial Metrics - Prior to the new guarantees, the company had a guarantee balance of RMB 950 million for Guangdong Zhongsheng Pharmaceutical Trading and RMB 20 million for Yunnan Yikang Pharmaceutical [2]. - After the new guarantees, the balances increased to RMB 1.05 billion and RMB 30 million, respectively [2]. Subsidiary Information - Guangdong Zhongsheng Pharmaceutical Trading Co., Ltd. was established on January 2, 2004, with a registered capital of RMB 50 million [3]. - Yunnan Yikang Pharmaceutical Co., Ltd. was established on March 15, 2007, also with a registered capital of RMB 50 million [5]. Guarantee Agreements - The company signed a maximum guarantee contract with China Bank on December 1, 2025, for a guarantee of up to RMB 100 million, valid for three years [6]. - A similar irrevocable guarantee was signed with China Merchants Bank for up to RMB 10 million, also valid for three years [6]. Board Approval - The guarantee matters were approved by the company’s board and the annual general meeting [7]. Total Guarantee Amount - As of the announcement date, the total guarantee amount provided by the company is RMB 1.486 billion, which accounts for 37.96% of the company's audited net assets as of December 31, 2024 [8]. - The guarantees include RMB 400 million for Guangdong Huanan Pharmaceutical Group, RMB 1.05 billion for Guangdong Zhongsheng Pharmaceutical Trading, and RMB 30 million for Yunnan Yikang Pharmaceutical [8]. Legal Standing - The company has not experienced any overdue guarantees or legal issues related to its guarantees [9].

2025年12月1日，众生药业（股票代码：002317）在公司会议室接待了机构调研，国泰海通证券股份有 限公司、上海睿郡资产管理有限公司分析师及研究员参与了现场交流。公司董事会秘书杨威、证券事务 代表陈子敏就核心产品进展、临床研发及商业化战略等问题与机构进行了深入沟通。 核心产品进展：昂拉地韦片全球首款优势显著，商业化路径清晰 研发战略升级：加码众生睿创持股，强化创新布局 调研中，公司明确表示将持续聚焦呼吸系统、代谢性疾病领域，通过增持控股子公司众生睿创股权强化 研发协同。众生睿创作为公司创新转型的核心平台，专注于上述领域创新药研发与商业化，此次持股比 例提升后，公司将进一步整合资金、资源与管理优势，加速推进在研项目落地。 早研管线方面，公司已布局多个差异化项目：呼吸系统领域，针对呼吸道合胞病毒（RSV）的小分子药 物已确定临床前候选化合物（PCC），国内尚无同类药物获批；代谢领域，超长效GLP-1/GIP/GCG三受 体激动剂RAY0221已进入临床前研究，同时探索Amylin类多肽、口服GLP-1RA小分子等前沿赛道，持 续丰富管线梯队。 公司强调，本次调研未涉及应披露重大信息，未来将继续以"高质量、加速 ...

证券代码：002317 公告编号：2025-111 广东众生药业股份有限公司 关于公司为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、担保情况概述 广东众生药业股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召开 第八届董事会第二十次会议及于 2025 年 5 月 19 日召开的 2024 年年度股东大会 审议通过了《关于公司向合并报表范围内子公司提供担保额度的议案》，为统筹 安排子公司（指"公司合并报表范围内的子公司"，下同）的生产经营活动，确 保子公司的生产经营持续发展，提高资金使用效率，公司继续为子公司向银行申 请信贷业务提供合计不超过人民币 20 亿元额度的连带责任保证。授权董事长在 上述额度内根据具体情况实施相关事宜并签署有关文件。 公司根据上述事项分别与中国银行、招商银行签署了《最高额保证合同》《最 高额不可撤销担保书》，为众生医贸向中国银行申请综合授信额度 10,000 万元提 供连带责任保证，为益康药业向招商银行申请综合授信额度 1,000 万元提供连带 责任保证。 本次担保事项在股东大会授权范 ...

证券代码：002317 编号：2025-014 广东众生药业股份有限公司投资者关系活动记录表 | | √ □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活动 类别 | □新闻发布会 □路演活动 | | | □现场参观 □一对一沟通 | | | □其他（ ） | | 参与单位及人员 | 国泰海通证券股份有限公司、上海睿郡资产管理有限公司分 | | | 析师、研究员 | | 时间 | 2025 年 12 月 1 日 9:30～10:30 | | 地点 | 公司会议室 | | 形式 | 现场交流 | | 上市公司 | 1、公司董事会秘书 杨威 | | 接待人员 | 2、公司证券事务代表 陈子敏 | | | 1、公司昂拉地韦片有什么特色？ 答：昂拉地韦片是全球首款 RNA 聚合酶 PB2 靶点的甲型 流感口服药物，具有快速、强效、低耐药的特点，能够快速缓 | | | 解全身流感症状、强效抗击流感病毒，兼具低耐药性。 | | | 临床前研究结果表明，对包括奥司他韦耐药株、高致病性 | | 交流内容及具体 | 禽流感病毒株和玛巴洛沙韦耐药株等在内的多种不 ...

证券日报网讯12月1日，众生药业（002317）在互动平台回答投资者提问时表示，公司始终坚持合规经 营，规范披露，严格依据信息披露规则履行信息披露责任。 ...

证券日报网讯 12月1日，众生药业（002317）在互动平台回答投资者提问时表示，公司的昂拉地韦片 （商品名：安睿威 ）适用于成人单纯性甲型流感患者的治疗，临床前研究结果表明，对包括奥司他韦 耐药株、高致病性禽流感病毒株和巴洛沙韦耐药株等在内的多种不同亚型流感病毒株具有强大的抑制活 性。昂拉地韦片已完成与奥司他韦胶囊头对头、安慰剂对照治疗成人甲型流感的III期临床试验结果表 明：该试验获得了积极结果，亚组分析提示昂拉地韦对包括H1和H3亚型的流感病毒株均能较安慰剂显 著缩短流感症状缓解时间，本研究已达到方案预设的主要疗效终点指标，且安全性良好。 ...