5月8日，科伦药业（002422.SZ）董事长刘革新以一则"赤膊上阵"代言产品的视频冲上热搜。5月14日， 刘革新通过公开信正式回应，宣布将抗衰老赛道作为继大输液、抗生素、创新药之后的"第四次创业"， 称其目标是"共建抗衰老事业的生态平台"。 政策层面看，我国积极应对人口老龄化国家战略深入推进，"健康中国2030"规划纲要明确将"提高人民 健康水平"作为核心。业内人士指出，这一政策导向为大健康产业注入强劲动力，抗衰老领域成为政策 红利的直接受益者。 为此，科伦药业在2024年11月投资设立科伦永年，负责麦角硫因等大健康产品的销售。 健身与产品的协同效应 公开资料显示，刘革新代言的产品"麦角硫因"于2022年11月1日首次出现在科伦药业的公告中。根据公 司公告，该产品由上海川宁药物研究院独立研发，工艺包成熟后，交付给科伦药业子公司川宁生物实现 商业化。 来源：科伦集团微信视频号 银发经济崛起叠加政策红利 当前，随着大众健康需求的不断增长和银发经济规模的不断扩大，抗衰老研究已成为国际生物医学领域 的前沿热点。国家统计局数据显示，截至2024年末，我国60岁及以上人口达到3.1亿人，首次突破3亿 人。老龄化加剧叠加 ...

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Core Viewpoint - Kelong Pharmaceutical is officially entering the anti-aging sector, marking its fourth entrepreneurial journey after previous successes with Kelong Pharmaceutical, Kelong Botai, and Chuaning Biological. This move comes in response to declining profits and prospects in its traditional intravenous product line [1][4]. Company Overview - Kelong Pharmaceutical, founded by Liu Gexin in 1996, has evolved from a manufacturer of intravenous solutions to a diversified pharmaceutical company. The company went public in 2010 and has since expanded its product offerings, including antibiotics and innovative drugs [3]. - In the first quarter of this year, Kelong reported a revenue of 4.4 billion yuan, a year-on-year decline of 29.42%, with a net profit of 584 million yuan, down 43% [4]. Industry Insights - The anti-aging industry is distinct from the traditional perception of aesthetic medicine, focusing on comprehensive life science applications aimed at systemic interventions to delay aging. The industry is still in its infancy, facing challenges such as a lack of skilled professionals and fragmented knowledge [5][7]. - By the end of 2024, China's anti-aging market is projected to reach approximately 600 billion yuan, accounting for 9% of the silver economy market. This figure is expected to grow to 4.6 trillion yuan by 2035, representing 15% of the silver economy [8]. Market Dynamics - The anti-aging market is characterized by a dual focus on medical and non-medical sectors, with the former relying on foundational medical research and the latter encompassing various fields such as sociology and artificial intelligence [8][9]. - China ranks second globally in the number of clinical trials related to anti-aging, with 37 trials registered from 2019 to the present, indicating a growing interest and investment in this sector [9]. Challenges and Opportunities - The anti-aging industry faces regulatory hurdles, particularly concerning the sale of products like NMN, which have not received the necessary approvals for domestic sales [10]. - There is a growing trend of hospitals establishing anti-aging clinics, although many public hospitals still lack dedicated anti-aging centers, highlighting a gap in service provision [11][12].

Core Viewpoint - The video featuring Liu Gexin, the controlling shareholder of Sichuan Kelun Pharmaceutical Co., Ltd., promoting the company's product, Ergothioneine capsules, has garnered significant attention, especially as the company faces a notable decline in profits due to the impact of centralized procurement on its infusion business [2][3]. Group 1: Company Performance - In the first quarter of this year, Kelun Pharmaceutical experienced a rare decline in both revenue and net profit, with net profit dropping over 43% year-on-year [2][11]. - The company reported a revenue of 4.39 billion yuan, a year-on-year decrease of 29.42%, and a net profit of 584 million yuan, reflecting a decline of 43.07% [11]. - Analysts attribute the decline to a high base from the previous year and the adverse effects of centralized procurement on the infusion business [11]. Group 2: Product Promotion and Market Strategy - Liu Gexin, aged 75, actively promotes the Ergothioneine capsules, showcasing his fitness and personal use of the product, which has gained over 5,100 likes on social media [3][4]. - The Ergothioneine capsules are priced at 1,499 yuan for a bottle of 60 capsules and are marketed as a cutting-edge anti-aging ingredient with superior antioxidant properties [5][6][8]. - The product is currently sold through a mini-program and is expected to expand to platforms like JD Overseas and Tmall International by late May or June [9]. Group 3: Market Potential and Industry Trends - The anti-aging market in China reached 64.6 billion yuan in 2020 and exceeded 80 billion yuan in 2021, with a growth rate of approximately 20% [12]. - Sales of Ergothioneine oral beauty products surged by 60 times on a specific e-commerce platform in the first half of 2024 [12]. - The market for health products containing Ergothioneine is rapidly growing, with numerous brands already incorporating it into their offerings [13]. Group 4: Regulatory Challenges - Currently, there are no registered or filed health products containing Ergothioneine in China, which poses a challenge for Kelun Pharmaceutical in marketing the product as a health supplement [10]. - Without proper registration or filing, the product cannot claim health benefits, as per China's Food Safety Law [10].

Core Viewpoint - The recent policy announced by Trump to align U.S. drug prices with the lowest global prices could lead to a significant decrease in prescription drug prices in the U.S., potentially by 30% to 80%, raising concerns among pharmaceutical companies, especially those exporting to the U.S. [1][2] Group 1: Market Performance - As of May 13, 2025, the CSI Hong Kong Stock Connect Pharmaceutical and Healthcare Composite Index (930965) rose by 2.42%, with notable increases in stocks such as BeiGene (06160) up 4.15% and Innovent Biologics (01801) up 3.14% [1] - The Hong Kong Pharmaceutical ETF (159718) opened high and increased by 2.04%, with a latest price of 0.70 yuan, and a one-month cumulative increase of 3.32% [1] - The CSI Pharmaceutical and Medical Device Innovation Index (931484) increased by 0.87%, with stocks like East China Pharmaceutical (000963) rising by 2.23% [4] Group 2: Trading Volume and Liquidity - The Hong Kong Pharmaceutical ETF had a turnover of 1.72% during the trading session, with a transaction volume of 4.0999 million yuan, and an average daily transaction volume of 95.7602 million yuan over the past month [1] - The latest scale of the Medical Innovation ETF (516820) reached 1.588 billion yuan [4] Group 3: Index Composition - The top ten weighted stocks in the CSI Hong Kong Stock Connect Pharmaceutical and Healthcare Composite Index accounted for 60.54% of the index, including BeiGene (06160) and WuXi Biologics (02269) [5] - The top ten weighted stocks in the CSI Pharmaceutical and Medical Device Innovation Index represented 66.51% of the index, featuring companies like Hengrui Medicine (600276) and WuXi AppTec (603259) [8]

简历显示：赵伟先生:中国,硕士研究生。历任葛兰素史克(上海)医药研发有限公司药物化学部助理研究 员、广发证券股份有限公司投资自营部医药研究员、招商基金管理有限公司研究部医药组组长及招商基 金管理有限公司国际业务部基金经理助理。现任农银汇理基金管理有限公司基金经理。2019年11月8日 至2021年3月5日担任农银汇理中小盘混合型证券投资基金基金经理。2020年1月13日至2021年3月5日担 任农银汇理行业成长混合型证券投资基金基金经理。2020年1月21日至2021年3月5日任职农银汇理创新 医疗混合型证券投资基金基金经理。2017年6月20日至2021年3月5日担任农银汇理医疗保健主题股票型 证券投资基金基金经理。曾任农银汇理中国优势灵活配置混合型证券投资基金基金经理。2021年03月加 入富国基金管理有限公司,2021年7月6日起担任富国精准医疗灵活配置混合型证券投资基金基金经理。 2024年04月23日起担任富国科创板两年定期开放混合型证券投资基金基金经理。 金融界2025年5月12日消息，富国精准医疗混合A(005176) 最新净值2.6542元，下跌3.50%。该基金近1个 月收益率-2.01%， ...

近日，科伦药业董事长刘革新出现在一个保健品广告视频中。广告中，刘革新以"75岁刘先生"的"赤 膊"形象出现，并称："没有什么不可能。" 七旬董事长"赤膊上阵"亲自带货，也折射出传统药企在新形势下面临的挑战。 据悉，刘革新代言的产品为科伦药业旗下川宁生物的一款叫做"麦角硫因"的生物提取物，产品宣称具 有抗衰功能。不过，有业内人士表示："这种物质的实际功效以及应用的边界仍然需要进一步验证。" 上个月，科伦药业财报显示，2025年一季度，公司实现营业收入43.9亿元，同比下降近30%；净利 润5.84亿元，同比下滑超过43%；2022年至2024年，科伦药业销售费已连续三年下滑，输液业务受 集采影响是收入下降的重要原因。此外，川宁生物的原料药/中间体价格有所波动。 在今年5月6日的业绩会上，面对投资者关于公司是否将重点转向保健品的提问，刘革新明确回 应："科伦已决定挺进大健康赛道。" 2025.05. 12 本文字数：885，阅读时长大约2分钟 作者 | 第一财经 钱童心 有"输液大王"之称的刘革新自2003年起，就开始疯狂收购，6年内并购了13家输液企业，2010年又 收购了浙江国镜药业。自2004年以来，科伦药 ...

四川科伦药业股份有限公司 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。 四川科伦药业股份有限公司（以下简称"公司"或"科伦药业"）于近日收 到公司控股股东刘革新先生关于其持有的公司部分股份质押及解除质押的通知， 相关情况具体如下： 一、股东股份解除质押的基本情况 证券代码：002422 证券简称：科伦药业 公告编 号：2025-039 | 股东姓 | | | 本次质押前 | 本次质押后 | | 占其所 | | 占公司 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 持股数量 | | 持股比 | | | | | 已质押股 | | | 份 | 占质押 | 未质押股份 | 占未质 | | | | | | | | | | 质押股份数 | 质押股份数 | | 持股份 | 总股本 | | | 名 | （股） | 例 | | | | | 限售数量 | | | 股份比 | 限售数量 | | 押股份 | | | | | | | | | | 量（股） | 量（股） | | 比例 | 比例 | | | | | ...

刘革新代言的产品为科伦药业旗下川宁生物的一款叫做"麦角硫因"的生物提取物，产品宣称具有抗衰功能。不过，有业内人士表示："这种物质的实际功效 以及应用的边界仍然需要进一步验证。" 近日，科伦药业董事长刘革新出现在一个保健品广告视频中。广告中，刘革新以"75岁刘先生"的"赤膊"形象出现，并称："没有什么不可能。" 七旬董事长"赤膊上阵"亲自带货，也折射出传统药企在新形势下面临的挑战。 据悉，刘革新代言的产品为科伦药业旗下川宁生物的一款叫做"麦角硫因"的生物提取物，产品宣称具有抗衰功能。不过，有业内人士表示："这种物质的实 际功效以及应用的边界仍然需要进一步验证。" 上个月，科伦药业财报显示，2025年一季度，公司实现营业收入43.9亿元，同比下降近30%；净利润5.84亿元，同比下滑超过43%；2022年至2024年，科伦 药业销售费已连续三年下滑，输液业务受集采影响是收入下降的重要原因。此外，川宁生物的原料药/中间体价格有所波动。 根据福布斯富豪榜最新数据，作为科伦药业的掌舵者，刘革新个人财富目前已经达到17亿美元（约合122.6万元人民币），较科伦药业上市首日55亿元人民 币的个人财富翻了一倍多。另据科伦药业 ...

证券代码：002422 证券简称：科伦药业 公告编号：2025-039 四川科伦药业股份有限公司 关于公司控股股东部分股份质押及解除质押的公告 刘革新先生上述股份质押不存在负担重大资产重组等业绩补偿义务的情 况。 三、股东股份累计质押的情况 截至本公告披露日，刘革新先生及其一致行动人所直接持有的股份质押情 况如下： 1 | 股东姓 | | | 本次质押前 | 本次质押后 | 占其所 | 占公司 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名 | 持股数量 （股） | 持股比 例 | 质押股份数 | 质押股份数 | 持股份 | 总股本 | 已质押股份 | 占质押 | 未质押股份 | 占未质 | | | | | 量（股） | 量（股） | 比例 | 比例 | 限售数量 | 股份比 | 限售数量 | 押股份 | | | | | | | | | （股）注 | 例 | （股）注 | 比例 | | 刘革新 | 379,128,280 | 23.72% | 106,014,00 ...