Group 1 - The core announcement is that the company's drugs,环泊酚注射液 and 安瑞克芬注射液, have been included in the National Medical Insurance Catalog (2025 version) [1][2] - 环泊酚注射液 is a new intravenous anesthetic developed by the company, with its active ingredient being the (R)-configured isomer, which acts as a GABAA receptor agonist [1] - 安瑞克芬注射液 is a high-selectivity peripheral kappa opioid receptor agonist and is the first non-narcotic prescription opioid analgesic approved for pain relief without being classified as a controlled substance [2] Group 2 - The inclusion of these drugs in the National Medical Insurance Catalog is expected to facilitate market promotion and future sales of innovative products [2] - The National Medical Insurance Catalog (2025 version) will officially take effect on January 1, 2026, and is not expected to have a significant short-term impact on the company's operating performance [2]

Core Insights - Haikang Pharmaceutical (002653) announced that its drugs, Ropivacaine Injection and Anrekevin Injection, have been included in the National Medical Insurance Directory (2025 version), which will be implemented on January 1, 2026 [1] Group 1: Product Developments - Ropivacaine Injection is gaining market share due to its excellent efficacy and is becoming a leader in the domestic anesthesia field, having previously been included in the National Medical Insurance Directory and successfully renewed its contract [1] - The product is also making steady progress in overseas clinical trials and is expected to be the first Chinese innovative anesthetic drug to enter the U.S. market [1] Group 2: Market Potential - Anrekevin Injection is the world's first opioid analgesic without the need for narcotic management, specifically for pain relief indications, indicating a broad market potential [1] - This product is anticipated to become a second growth driver for the company, contributing to performance growth [1]

Core Viewpoint - The National Healthcare Security Administration and the Ministry of Human Resources and Social Security have issued the new National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug Catalog, along with the first edition of the Commercial Health Insurance Innovative Drug Catalog, which will be implemented nationwide starting January 1, 2026 [1] Group 1 - The new dual catalog for medical insurance and commercial health insurance will officially take effect on January 1, 2026 [1] - Several listed companies, including Heng Rui Medicine, Fosun Pharma, Hai Si Ke, Bei Hai Kang Cheng, and Junshi Biosciences, have announced new drug inclusions, renewals, or new indications added to the updated national medical insurance catalog and the first edition of the commercial health insurance innovative drug catalog [1]

Core Viewpoint - The announcement by the National Healthcare Security Administration and the Ministry of Human Resources and Social Security regarding the "National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug Catalog" and the "Commercial Health Insurance Innovative Drug Catalog" includes the successful renewal of the company's环泊酚注射液 and the addition of安瑞克芬注射液 to the 2025 version of the National Medical Insurance Catalog [1] Group 1 - The company has successfully renewed the listing of环泊酚注射液 in the National Medical Insurance Catalog [1] - The安瑞克芬注射液 has been newly included in the National Medical Insurance Catalog (2025 version) [1] - The安瑞克芬注射液 is a self-developed high-selectivity peripheral kappa opioid receptor agonist and is the first non-narcotic prescription opioid analgesic to obtain analgesic indications without being classified as a controlled substance [1] Group 2 - The company currently has four category 1 innovative drugs included in the National Medical Insurance Catalog (2025 version), which are环泊酚注射液, 安瑞克芬注射液, 苯磺酸克利加巴林胶囊, and 考格列汀片 [1]

Core Viewpoint - The announcement by the National Healthcare Security Administration and the Ministry of Human Resources and Social Security regarding the new National Medical Insurance Catalog (2025 version) includes the successful renewal of the company's环泊酚注射液 and the addition of安瑞克芬注射液, which is a significant development for the company and its product portfolio [1] Group 1 - The National Medical Insurance Catalog (2025 version) was officially released on December 7, 2025 [1] - The company has successfully renewed the listing of环泊酚注射液 and has added安瑞克芬注射液 to the new catalog [1] - 安瑞克芬注射液 is a self-developed high-selectivity peripheral kappa opioid receptor agonist and is the first non-narcotic prescription opioid analgesic approved for pain relief without being classified as a controlled substance [1] Group 2 - The company now has four class 1 innovative drugs included in the National Medical Insurance Catalog (2025 version), which are环泊酚注射液, 安瑞克芬注射液, 苯磺酸克利加巴林胶囊, and 考格列汀片 [1]

Core Insights - The announcement from the National Healthcare Security Administration and the Ministry of Human Resources and Social Security includes the updated National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug Catalog, as well as the Commercial Health Insurance Innovative Drug Catalog [1] Company Summary - Haisco Pharmaceutical Group Co., Ltd. successfully renewed the contract for its injection of Ropivacaine and has added Anrekefen injection to the National Medical Insurance Catalog (2025 version) [1] - Ropivacaine injection is indicated for sedation and anesthesia during non-tracheal intubation surgeries/procedures, induction and maintenance of general anesthesia, and sedation during mechanical ventilation in intensive care [1] - Anrekefen injection is indicated for mild to moderate pain following abdominal surgery [1]

海思科医药集团股份有限公司 关于 1 类创新药被纳入国家医保目录的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 国家医保局、人力资源社会保障部于 2025 年 12 月 7 日发布了《关 于印发<国家基本医疗保险、生育保险和工伤保险药品目录>以及<商 业健康保险创新药品目录>>（以下简称"国家医保目录（2025 版）"） 的通知》（医保发〔2025〕33 号）。海思科医药集团股份有限公司 （以下简称"公司"） 的环泊酚注射液成功续约，安瑞克芬注射液 被新增纳入《国家医保目录（2025 版）》，现将主要相关情况公告 如下： | 药品名称 | 适应症 | 药品分 类代码 | 药品分 类编号 | 协议有效期 | | --- | --- | --- | --- | --- | | 环泊酚注射液 | 适用于非气管插管的手术/操 作中的镇静和麻醉；全身麻醉 诱导和维持；重症监护期间机 | XN01AX | 乙类 319 | 2026 年 1 月 1 日至 2027 年 12 月 31 日 | | | 械通气时的镇静。 | | | | | 安瑞克芬注射液 | 适用于 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 ■ 三、备查文件 中国证券登记结算有限责任公司证券质押及司法冻结明细表。 特此公告。 海思科医药集团股份有限公司董事会 海思科医药集团股份有限公司（以下简称"公司"）于近日接到公司控股股东及实际控制人王俊民先生的 通知，获悉王俊民先生所持有本公司的部分股份解除质押，具体事项如下： 一、股东股份解除质押的基本情况 ■ 二、股东股份累计质押的情况 截至公告披露日，上述股东及其一致行动人所持质押股份情况如下： 2025年12月2日 ...

Core Insights - The report indicates that the market is expected to experience an early "spring rally" due to easing external pressures and improving internal conditions [2][3] - The focus for December should be on growth sectors, particularly those aligned with the "14th Five-Year Plan" and new productive forces [3] Group 1: Market Environment - In November, market momentum was limited due to seasonal effects and external pressures, including tightening global liquidity and concerns over AI industry bubbles [1] - As of December, the pressure on the A-share market is gradually easing, with an 80% probability of a short-term interest rate cut by the Federal Reserve, creating a warmer overall atmosphere [2] - The sentiment around AI stocks has stabilized, reducing the emotional pressure on related A-share sectors [2] Group 2: Investment Recommendations - The report suggests focusing on two main directions for investment in December: the AI industry chain and sectors related to the "14th Five-Year Plan" [3] - Specific sectors to watch include chip design, semiconductor equipment, and platform companies with full-stack technical capabilities [4] - High-growth areas such as energy storage and innovative pharmaceuticals are highlighted as potential investment opportunities [4] Group 3: Top Stock Picks - The report lists ten recommended stocks, including: - BeiGene (688235.SH) in the pharmaceutical sector, with a projected EPS growth from 3.66 in 2026 to 6.73 in 2027 [5] - Haisco (002653.SZ), also in pharmaceuticals, with a projected EPS of 0.70 in 2026 and 0.81 in 2027 [5] - Longking (600388.SH) in environmental services, with a projected EPS of 1.20 in 2026 and 1.37 in 2027 [5] - Maiwei (300751.SZ) in machinery, with a projected EPS of 3.14 in 2026 and 3.93 in 2027 [5] - Yutong Bus (600066.SH) in the automotive sector, with a projected EPS of 2.67 in 2026 and 3.18 in 2027 [5] - Cambricon (688256.SH) in electronics, with a projected EPS of 11.64 in 2026 and 20.88 in 2027 [5] - CATL (300750.SZ) in new energy, with a projected EPS of 18.90 in 2026 and 23.35 in 2027 [5] - Alibaba (9988.HK) in media and internet, with a projected EPS of 4.33 in 2026 and 6.44 in 2027 [5] - Xianle Health (300791.SZ) in food and beverage, with a projected EPS of 1.37 in 2026 and 1.64 in 2027 [5] - Wanhua Chemical (600309.SH) in energy and chemicals, with a projected EPS of 5.13 in 2026 and 5.79 in 2027 [5] Group 4: Financial Data - The report provides financial forecasts for the top stock picks, indicating expected revenue and net profit growth across various sectors [62][63] - For example, BeiGene is projected to achieve a revenue of 370.27 billion in 2025, increasing to 462.80 billion in 2026 [63] - CATL is expected to see significant growth, with projected revenues of 4226.04 billion in 2025 and 5349.47 billion in 2026 [63]

下： 证券代码：002653 证券简称：海思科 公告编号：2025-127 海思科医药集团股份有限公司 关于控股股东部分股份解除质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 海思科医药集团股份有限公司（以下简称"公司"）于近日接到 公司控股股东及实际控制人王俊民先生的通知，获悉王俊民先生所持 有本公司的部分股份解除质押，具体事项如下： 二、股东股份累计质押的情况 截至公告披露日，上述股东及其一致行动人所持质押股份情况如 | | | | | 合计占 | 合计占 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持股 | 持股 | 累计质押数 | 其所持 | 公司总 | 已质押股 | 占已 | 未质押股 | 占未 | | 名称 | 数量 | 比例 | 量（万股） | 股份比 | 股本比 | 份限售和 | 质押 | 份限售和 | 质押 | | | （万股） | | | 例 | 例 | 冻结数量 | 股份 | 冻结数 ...