Core Viewpoint - Yiling Pharmaceutical (002603) has stated that its product has not yet conducted clinical trials targeting the virus related to Chikungunya fever [1] Group 1 - Yiling Pharmaceutical responded on November 12 regarding the effectiveness of Lianhua Qingwen in alleviating Chikungunya fever symptoms [1]

Core Viewpoint - Yiling Pharmaceutical (002603.SZ) has indicated that its products have not yet initiated clinical trials targeting Chikungunya fever [1] Group 1 - The company has not commenced any clinical trials for products related to Chikungunya fever [1]

Core Viewpoint - Yiling Pharmaceutical (002603) announced that its wholly-owned subsidiary, Wanyang Hengshui Pharmaceutical Co., Ltd., has received the approval notice for the listing application of Memantine Hydrochloride from the National Medical Products Administration [1] Group 1: Company Developments - Wanyang Hengshui submitted the listing application for Memantine Hydrochloride, which has now been approved [1] - Memantine Hydrochloride is a voltage-dependent, moderate-affinity, non-competitive NMDA receptor antagonist [1] - The drug is indicated for the treatment of moderate to severe Alzheimer's disease by blocking pathological increases in glutamate concentration that lead to neuronal damage [1]

Core Viewpoint - Yiling Pharmaceutical (002603) announced that its wholly-owned subsidiary, Wanyang Hengshui Pharmaceutical Co., Ltd., has received approval from the National Medical Products Administration for the marketing application of Memantine Hydrochloride, a chemical raw material drug [1] Group 1 - The approved drug, Memantine Hydrochloride, is a voltage-dependent, moderate-affinity non-competitive NMDA receptor antagonist [1] - Memantine Hydrochloride is used to block pathological increases in glutamate concentration that lead to neuronal damage, specifically for the treatment of moderate to severe Alzheimer's disease [1]

Core Viewpoint - Yiling Pharmaceutical (002603.SZ) announced that its wholly-owned subsidiary, Wanyang Hengshui Pharmaceutical Co., Ltd., has received the approval notice for the listing application of the chemical raw material drug Memantine Hydrochloride from the National Medical Products Administration [1] Company Summary - The approved drug, Memantine Hydrochloride, is a voltage-dependent, moderate-affinity non-competitive NMDA receptor antagonist [1] - Memantine Hydrochloride is used to block neuronal damage caused by pathological increases in glutamate concentration, specifically for the treatment of moderate to severe Alzheimer's disease [1]

Core Viewpoint - Yiling Pharmaceutical (002603.SZ) announced that its wholly-owned subsidiary, Wanyuan Hengshui Pharmaceutical Co., Ltd., has received approval from the National Medical Products Administration for the listing application of Memantine Hydrochloride, a chemical raw material drug [1] Group 1: Company Information - Yiling Pharmaceutical's subsidiary, Hengshui Wanyuan, submitted the listing application for Memantine Hydrochloride, which has now been approved [1] - Memantine Hydrochloride is a voltage-dependent, moderate-affinity, non-competitive NMDA receptor antagonist that can block pathological increases in glutamate concentration, leading to neuronal damage [1] Group 2: Industry Context - Memantine Hydrochloride is used for the treatment of moderate to severe Alzheimer's disease [1]

证券代码：002603 证券简称：以岭药业 公告编号：2025-043 石家庄以岭药业股份有限公司 关于收到化学原料药上市申请批准通知书的公告 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。 年中国盐酸美金刚市场容量预计达到 3.4 亿元，同比增长 11%；销售量 1.6 亿片， 同比增长 19%，销售呈现持续增长的趋势。盐酸美金刚被我国和 FDA 批准用于 中重度 AD 患者，国内外指南推荐的一线药物，预计随着中国人口老龄化的进程 加快，盐酸美金刚的市场需求将稳步上升。目前国内已有多家盐酸美金刚原料供 应商，衡水万洋将以本次国内获批为契机，提升市场份额。 三、对公司的影响及主要风险提示 申请事项：境内生产化学原料药上市申请 登记号：Y20240000483 生产企业名称：万洋衡水制药有限公司 主要结论：根据《中华人民共和国药品管理法》及有关规定，经审查，本品 符合药品注册的有关要求，批准注册。质量标准、生产工艺及标签照所附执行。 二、药品的基本情况 盐酸美金刚（Memantine Hydrochloride）是一种电压依赖性、中等程度亲和 力的非竞争性 NM ...

Core Viewpoint - Yiling Pharmaceutical (002603.SZ) announced that its wholly-owned subsidiary, Wanyuan Hengshui Pharmaceutical Co., Ltd., has received approval from the National Medical Products Administration for the listing application of Memantine Hydrochloride, a chemical raw material drug [1] Group 1 - The approved drug, Memantine Hydrochloride, is a voltage-dependent, moderate-affinity non-competitive NMDA receptor antagonist [1] - Memantine Hydrochloride can block pathological increases in glutamate concentration that lead to neuronal damage [1] - The drug is indicated for the treatment of moderate to severe Alzheimer's disease [1]

Core Insights - The traditional Chinese medicine sector experienced a rise of 0.84% on November 11, with Weikang Pharmaceutical leading the gains [1] - The Shanghai Composite Index closed at 4002.76, down 0.39%, while the Shenzhen Component Index closed at 13289.0, down 1.03% [1] Company Performance - Weikang Pharmaceutical (300878) closed at 29.30, up 12.69% with a trading volume of 93,800 shares and a transaction value of 260 million [1] - Te Yi Pharmaceutical (002728) closed at 12.76, up 10.00% with a trading volume of 869,700 shares and a transaction value of 1.056 billion [1] - Tai Long Pharmaceutical (600222) closed at 7.51, up 9.96% with a trading volume of 630,600 shares and a transaction value of 461 million [1] - Yi Ling Pharmaceutical (002603) closed at 20.47, up 6.61% with a trading volume of 1,882,100 shares and a transaction value of 1.758 billion [1] - Zhongsheng Pharmaceutical (002317) closed at 21.25, up 4.17% with a trading volume of 893,600 shares and a transaction value of 1.854 billion [1] Market Dynamics - The traditional Chinese medicine sector saw a net inflow of 178 million from institutional investors, while retail investors experienced a net outflow of 1.3583 million [2] - The main capital flow for Te Yi Pharmaceutical showed a net inflow of 225 million, while retail investors had a net outflow of 127 million [3] - Tai Long Pharmaceutical had a net inflow of 83.56 million from main capital, with retail investors seeing a net outflow of 472.73 million [3]

Core Insights - The flu season in China is expected to start earlier than usual, with respiratory diseases entering a high incidence period [1][4] - A surge in flu-related stocks has been observed in the A-share market, with significant gains for companies like Weikang Pharmaceutical and Te Yi Pharmaceutical [2][3] Industry Overview - The China CDC has reported an increase in flu activity in southern provinces, indicating a potential early onset of the flu season [4] - Experts predict that the peak of the flu epidemic may occur in late December to early January, with a notable shift in circulating strains from H1N1 to H3N2, leading to lower immunity in the population [5][6] Market Response - Flu concept stocks have shown strong performance, with Weikang Pharmaceutical rising over 12% and several other companies reaching their daily limit [2][3] - The demand for antiviral medications is expected to surge as the flu season approaches, prompting pharmaceutical companies to ramp up production [8] Investment Opportunities - The year 2025 is anticipated to be a pivotal year for domestic flu medications, with several innovative drugs expected to receive approval, presenting both short-term and long-term investment opportunities [8] - The low vaccination rates in China highlight the urgent need for a comprehensive flu management system, which could benefit key sectors such as vaccine development, infection control, and antiviral drug production [8]