最新一批国家组织药品集中带量采购27日在上海开标，55种药品全部采购成功，272家企业的453个产品 获得拟中选资格。至此，国家组织集采已覆盖490种药品，药品清单持续扩容。随着国家"团购"药品再 发力，成都企业也积极参与，10月28日晚间，科伦药业和苑东生物两家成都上市医药企业公布了合计14 个产品的拟中标情况。 公司同时表示，近三年研发投入平均占营业收入的比例超过20%，高研发投入带来了较高的转化效率， 2023年至今国内每年均有不少于10个新制剂产品获批上市。 成都日报锦观新闻 记者 刘泰山 编辑: 段琪琳 责编: 高婷 公告同时披露了拟中标产品2023年及2024年的销售收入情况。数据显示，12个拟中标产品中，除复方醋 酸钠林格注射液（250ml、500ml规格）、艾曲泊帕乙醇胺片、奥拉帕利片等少数产品在2023年或2024 年有少量销售收入外，其余多数产品此前销售收入为零。 作为国内大型制药企业，科伦药业近年来持续通过参与国家集采扩大产品市场准入。此次拟中标第十一 批集采的12个产品，进一步丰富了公司在专科用药、抗肿瘤、精神疾病等领域的集采产品管线，有望为 公司长期业绩增长提供支撑。 苑东生物也公告 ...

（编辑 楚丽君） 证券日报网讯 10月28日晚间，科伦药业发布公告称，2025年10月27-28日，公司及子公司参加了国家组 织药品联合采购办公室组织的第十一批全国药品集中采购的投标工作。公司产品拟中标本次集中采购。 ...

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。 2025年10月27-28日，四川科伦药业股份有限公司（以下简称"公司"或"四 川科伦"）及子公司参加了国家组织药品联合采购办公室（以下简称"联采办"） 组织的第十一批全国药品集中采购的投标工作。公司产品拟中标本次集中采购， 现将相关情况公告如下： | 序 | 拟中标 | 拟中标品种 | 适应症（要点） | 规格 | 包装数量 | 拟中选价格 | | --- | --- | --- | --- | --- | --- | --- | | 号 | 企业 | | | | | | | 1 | 四川科伦 | 马来酸阿伐 曲泊帕片 | 适用于择期行诊断性操作或 者手术的慢性肝病相关血小 | 20mg | 20mg*10 片/盒 | 49 元/盒 | | | | | 板减少症的成年患者。 适用于既往对糖皮质激素、 | | | | | 2 | 四川科伦 | 艾曲泊帕乙 醇胺片 | 免疫球蛋白等治疗反应不佳 的成人和 12 岁及以上儿童 | 25mg | 25mg*28 片/盒 | 117 元/盒 | | | | | 慢性免疫性(特 ...

科伦药业公告，公司及子公司参加了国家组织药品联合采购办公室组织的第十一批全国药品集中采购的 投标工作，公司产品马来酸阿伐曲泊帕片、艾曲泊帕乙醇胺片、复方醋酸钠林格注射液、阿戈美拉汀片 拟中标。其中，艾曲泊帕乙醇胺片2024年度销售收入为1994.23万元，复方醋酸钠林格注射液2023年度 销售收入为1772.63万元，2024年度销售收入为793.31万元。 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 相关ETF 科创100ETF华夏 (产品代码: 588800) ★ 跟踪：上证科创板100指数 证券之星消息，10月27日银华基金旗下马君 王帅管理的银华中证创新药产业交易型开放式指数基金公布三季报，近1年净值增长率24.54%。与上 一季度相比，该基金前十大重仓股新增康龙化成，百利天恒；并对药明康德增仓64.87万股，为该基金第一大重仓股；泰格医药，通化金马等退出 前十大重仓股；详细数据如下： | ED BEE | 增减益 | | 持有息数 | 持含市值 | | --- | --- | --- | --- | --- | | 康龙化成 (300759) | 新进十大 | | 856.28万股 | 3.06亿元 | | 白利天恒 (688506) | 新进十大 | 77 | 79.44万股 | 2.98亿元 | | 药明康德 (603259) | 增仓 | 4.36% | 1552.8万股 | 17.4亿元 | | 恒瑞医药 (600276) | 增仓 | 3.98% | 1841.47 ...

Investment Rating - The report maintains a positive outlook on the pharmaceutical sector, indicating an "Overweight" rating for the industry, suggesting it is expected to outperform the overall market [32]. Core Insights - The report highlights that the Shenwan Pharmaceutical and Biological Index increased by 0.6% this week, while the Shanghai Composite Index rose by 2.9% and the Wind All A (excluding financials and petrochemicals) increased by 3.7% [4][6]. - The pharmaceutical sector's overall valuation stands at 30.4 times earnings, ranking 9th among 31 Shenwan primary industries [4][8]. - Significant collaborations and clinical trial results were reported, including a $11.4 billion global strategic partnership between Innovent Biologics and Takeda Pharmaceutical, which includes a $1.2 billion upfront payment [5][13]. - Key clinical trial results presented at the 2025 ESMO conference showed promising outcomes for several drugs, indicating advancements in treatment efficacy for various cancers [14][18][19]. Market Performance - The report details the performance of various sub-sectors within the pharmaceutical industry, with notable increases in medical devices (+0.2%), medical consumables (+1.7%), and medical research outsourcing (+5.5%), while traditional Chinese medicine and other biological products saw declines [4][8]. - The report also notes that 99 A-share pharmaceutical companies released their Q3 2025 earnings, with a total revenue of 94.15 billion yuan, reflecting a 1.3% year-on-year increase [20][22]. Key Events - The report mentions that Bairui Tianheng has passed the Hong Kong Stock Exchange hearing and is in the process of listing its H-shares [12]. - The report emphasizes the importance of the 2025 ESMO conference, where several companies presented significant clinical data, enhancing their market visibility and potential investment attractiveness [14][17][18]. Company Recommendations - The report recommends focusing on innovative drug sectors and companies with improving performance in medical devices and upstream sectors, including companies like Hengrui Medicine, Changchun High-tech, and Mindray Medical [5][20].

Core Viewpoint - On October 23, 2023, Kelun Pharmaceutical experienced a decline of 3.04% in stock price, with a trading volume of 362 million yuan, indicating market volatility and investor sentiment towards the company [1]. Financing and Trading Activity - On the same day, Kelun Pharmaceutical had a financing buy-in amount of 47.32 million yuan and a financing repayment of 34.36 million yuan, resulting in a net financing buy of 12.96 million yuan. The total financing and securities balance reached 936 million yuan [1]. - The current financing balance of 933 million yuan represents 1.68% of the circulating market value, which is above the 60th percentile level over the past year, indicating a relatively high financing level [1]. - In terms of securities lending, 5,900 shares were repaid, and 10,200 shares were sold short, amounting to 355,000 yuan at the closing price. The remaining short-selling volume was 80,000 shares, with a balance of 2.784 million yuan, which is below the 50th percentile level over the past year, suggesting a lower level of short interest [1]. Company Financial Performance - As of June 30, 2025, Kelun Pharmaceutical reported a total revenue of 9.083 billion yuan for the first half of the year, reflecting a year-on-year decrease of 23.20%. The net profit attributable to shareholders was 1.001 billion yuan, down 44.41% compared to the previous year [2]. - Since its A-share listing, Kelun Pharmaceutical has distributed a total of 6.898 billion yuan in dividends, with 3.587 billion yuan distributed over the past three years [2]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Kelun Pharmaceutical reached 34,200, an increase of 2.55% from the previous period. The average number of circulating shares per shareholder decreased by 2.49% to 38,138 shares [2]. - Among the top ten circulating shareholders, notable changes include an increase in holdings by China Europe Medical Health Mixed A (003095) by 12.6942 million shares, while Hong Kong Central Clearing Limited reduced its holdings by 2.7086 million shares [3].

10月23日，2025四川大企业大集团发展大会在成都举行，会上发布了2025年四川企业100强榜单。 榜单显示，营业收入超过1000亿元的企业达8家，较2024年增加3家。其中，通威集团有限公司营收超过 2000亿元，首次登顶四川百强企业榜榜首。四川省宜宾五粮液集团有限公司、四川长虹电子控股集团有 限公司、四川能源发展集团有限责任公司、其亚集团有限公司、新希望六和股份有限公司、泸州老窖集 团有限责任公司、四川华西集团有限公司的营收超过1000亿元。其中，四川能源发展集团有限责任公 司、其亚集团有限公司首次跻身千亿级企业。 | 排名 | 公司名称 | 所在地 | 营业收入(万元) | | --- | --- | --- | --- | | 1 | 通威集团有限公司 | 成都 | 24137998 | | 2 | 四川省宜宾五粮液集团有限公司 | 宜宾 | 19529677 | | 3 | 四川长虹电子控股集团有限公司 | 编阳 | 15267474 | | 4 | 四川能源发展集团有限责任公司 | 成都 | 11745767.72 | | ર | 其亚集团有限公司 | 成都 | 11035872.53 | | ...

Core Viewpoint - The Medical Health Index (980016) closed at 6646.6 points, down 0.3%, with a trading volume of 19.922 billion yuan and a turnover rate of 0.75% on October 23 [1] Group 1: Index Performance - Among the constituent stocks of the Medical Health Index, 16 stocks rose while 31 stocks fell, with Kanglong Chemical leading the gainers at 1.55% and Te Bao Biological leading the decliners at 6.07% [1] - The top ten constituent stocks of the Medical Health Index include: - WuXi AppTec (14.37% weight, latest price 101.90, market cap 304.045 billion yuan) - Hengrui Medicine (11.45% weight, latest price 65.14, market cap 432.347 billion yuan) - Mindray Medical (8.07% weight, latest price 221.80, market cap 268.920 billion yuan) [1] Group 2: Capital Flow - The net outflow of main funds from the constituent stocks of the Medical Health Index totaled 1.072 billion yuan, while retail investors saw a net inflow of 955 million yuan [3] - Detailed capital flow for key stocks includes: - Mindray Medical: Main net inflow of 66.9479 million yuan, retail net inflow of 3.6088 million yuan - Te Bao Biological: Main net inflow of 29.0966 million yuan, retail net outflow of 41.3737 million yuan [3]

Core Viewpoint - Sichuan Kelun Pharmaceutical Co., Ltd. announced significant clinical research results from its subsidiary, Sichuan Kelun Botai Biopharmaceutical Co., Ltd., at the 2025 European Society for Medical Oncology (ESMO) conference, highlighting advancements in targeted antibody-drug conjugates (ADCs) for various cancers [1]. Group 1: Clinical Research Results Overview - Two studies on sac-TMT (LKB5) were selected for Late Breaking Abstract (LBA) oral presentations, demonstrating its efficacy in treating EGFR mutation-positive non-small cell lung cancer (NSCLC) and hormone receptor-positive, HER2-negative breast cancer (BC) [2][3]. - In the OptiTROP-Lung04 study, sac-TMT showed a median progression-free survival (PFS) of 8.3 months compared to 4.3 months for chemotherapy, reducing the risk of disease progression or death by 51% [2][3]. - The OptiTROP-Breast02 study reported a median PFS of 8.3 months for sac-TMT versus 4.1 months for investigator's choice chemotherapy, with a hazard ratio (HR) of 0.35 [4][5]. Group 2: Safety and Efficacy - Both studies indicated similar rates of treatment-related adverse events (TRAEs) between sac-TMT and chemotherapy, with no TRAEs leading to treatment discontinuation in the sac-TMT group [3][5]. - The objective response rate (ORR) for sac-TMT was 60.6% in NSCLC and 41.5% in BC, significantly higher than the chemotherapy groups [2][5]. - The studies support the approval of sac-TMT by the National Medical Products Administration (NMPA) for specific cancer treatments [3][5]. Group 3: Additional Research and Drug Information - The study on SKB315, targeting Claudin18.2 in advanced solid tumors, showed an ORR of 37.5% and a median PFS of 8.2 months [6]. - The innovative drugs sac-TMT and botu-tuzumab (舒泰莱) are designed to target specific cancer types, with sac-TMT being the first TROP2 ADC approved for lung cancer indications [8][10]. - Kelun Botai has initiated multiple clinical studies for these drugs, indicating a robust pipeline for cancer treatment [9][11].