证券日报网讯科伦药业（002422）9月1日发布公告，在公司回答调研者提问时表示，川宁生物 （301301）目前三大系列抗生素中间体中，硫氰酸红霉素市场需求保持稳定，供需基本平衡；头孢类中 间体国内外需求同比下降，但因市场无新增规模化产能，川宁生物也通过丰富产品线优化产能分配，市 场价格保持稳定；青霉素类中间体受国内外疾病流行变化影响，需求下降，叠加新产能进入，导致价格 大幅回落，但随着部分落后产能停产及印度产能释放不及预期，公司预计未来价格将逐步稳定，整体对 青霉素产品持积极预期。综合来看，尽管今年市场需求较去年同期有所回落，但全球抗生素需求长期趋 势仍为稳定上涨，公司将继续调整策略以保持市场竞争力。 ...

证券日报网讯科伦药业（002422）9月1日发布公告，在公司回答调研者提问时表示，目前公司两条高速 生产线，已投入生产。高速线的车间成本较以往下降约20%，实现了降本增效。 ...

Core Viewpoint - Kelun Pharmaceutical (002422) announced on September 1 that the market and production capacity of traditional antibiotic fermentation in China remain stable, with no significant new capacity expected in the short term due to national policies against overcapacity and internal competition [1] Group 1: Domestic Market Dynamics - The market structure and production capacity of traditional antibiotics in China are overall stable [1] - Under the backdrop of national policies aimed at reducing overcapacity, significant new production capacity for the three major antibiotic intermediates is unlikely to emerge in the short term [1] Group 2: International Competition - In India, the PLI (Production-Linked Incentive) scheme has led to increased production capacity in the penicillin sector, but Chinese companies still hold a significant cost advantage and influence in the penicillin fermentation field [1] - Chinese companies are accelerating direct exports to international markets, indicating a shift towards global competition in the penicillin industry between China and India [1] - China is expected to maintain a dominant position in the global competition due to its technological and cost advantages [1]

证券日报网讯科伦药业（002422）9月1日发布公告，在公司回答调研者提问时表示，销售费用率整体下 降主要得益于销售体系的精细化管理以及集采带来的费用下降。今年二季度相较于一季度出现小幅上 升，主要原因是博泰的创新药产品刚上市，前期推广费用较高，导致该季度销售费用率上升。若剔除这 一影响，整体销售费用率是相对稳定的。 ...

Group 1 - The core viewpoint of the article indicates that Kelun Pharmaceutical (002422) expects a significant decline in overall performance this year compared to last year, primarily due to the impact of penicillin market prices [1] - Currently, penicillin prices have bottomed out, and with the arrival of the peak season in the fourth quarter, the company's performance is expected to improve [1] - By 2026, with the ramp-up of synthetic biology products and the recovery of penicillin prices, there is anticipated substantial improvement potential in operating performance and profits [1]

Group 1 - The core viewpoint of the article indicates that the market for basic infusion products, specifically plastic bottles and closed soft bags, is in a state of full competition in non-grade hospitals, with prices having nearly bottomed out [1] - In the grade hospital market, the prices for closed basic infusion products remain stable, primarily due to the stable pricing system established by volume-based procurement [1] - The three-chamber bags for parenteral nutrition experienced a year-on-year growth of 55.6% in the first half of the year, with expectations to maintain this growth trend for the entire year [1] - The dual-chamber bags for powder and liquid saw a growth of 64% in the first half of the year, and it is anticipated that this segment will also continue to show strong growth throughout the year [1]

Group 1 - The company expects that over 70% of the national market will complete the volume-based procurement for infusion by the end of this year, which will help stabilize its core market [1] - The company has completed the reporting phase in the Sichuan and Guangdong alliances and has entered the pricing stage, anticipating positive outcomes [1]

证券日报网讯科伦药业（002422）9月1日发布公告，在公司回答调研者提问时表示，第十一轮集采涉及 公司约14个产品，大部分为科伦新获批产品，对存量影响较小。从经营业绩来看，过去三年仿制药板块 营收和利润持续稳定增长，一方面得益于作为集采头部供应商，不断有新产品通过集采迅速放量；另一 方面得益于公司持续实施成本领先战略，仿制药单位生产成本逐年下降。今年上半年仿制药板块承压， 主要受第十批集采，以及部分续标产品价格下降影响，而新中标品种尚未形成增量贡献。尽管集采环境 下竞争激烈、单位产品盈利能力有限，公司仍持续稳定投入仿制药研发管线，并对研发策略进行了调 整，重点布局优势品种和管线，对未来仍抱有较大期待。 ...

证券日报网讯科伦药业（002422）9月1日发布公告，在公司回答调研者提问时表示，科伦药物研究院和 科伦博泰生物会在满足监管规则的前提下，分别聚焦于不同的适应症管线。科伦药物研究院在非输液制 剂板块的创新药研发主要依托目前科伦药业营销的核心管线，集中在麻醉镇痛、中枢神经和抗感染等领 域。目前已布局品种十余项。 ...

证券日报网讯科伦药业（002422）9月1日发布公告，在公司回答调研者提问时表示，研发费用中，仿制 药的投入占比约为35%，创新药占比约60%，其余为原料药等其他部分。未来趋势方面，创新药的研发 投入将随着临床进展和产品研发推进而持续增长，而仿制药的研发投入根据近两年情况预计将保持相对 稳定。 ...