Group 1 - Far East Holdings announced that its subsidiary won a contract order worth 3.075 billion yuan, including contracts for green building cables and smart manufacturing cables [1] - Yifan Pharmaceutical received a drug registration certificate for Vitamin K1 injection, which is used to treat vitamin K deficiency-related bleeding [2] - Guangdong Electric Power A's Maoming Bohua Power Plant's Unit 4 has successfully commenced commercial operation, with a total investment of 7.484 billion yuan and an expected annual power generation of 8.6 billion kWh [4] Group 2 - Longfly Fiber reported that the global fiber optic cable industry market environment is normal, with product price fluctuations needing comprehensive assessment [25] - Shanghai Yizhong's net profit for 2025 increased by 819.42%, with total revenue of 317 million yuan, a growth of 82.72% [22] - Guizhou Power's subsidiary received a government subsidy of 200 million yuan [8] Group 3 - Zhongxing Communications plans to invest 117 million yuan in the Jianxing Zhanlu Fund, which focuses on new information technology and advanced manufacturing [10] - Suwen Electric Power's subsidiary established a joint investment fund with a total commitment of 68.5 million yuan, with Suwen contributing 5 million yuan [26] - ST Kaiyuan announced that its stock may face delisting risk due to expected negative net assets for 2025 [27]

格隆汇2月2日丨盘龙药业(002864.SZ)公布，近日，公司收到国家药品监督管理局核准签发的《药物临 床试验批准通知书》，同意氟比洛芬贴剂开展临床试验。 公司本次获批临床的产品采用控释膜缓释设计，具有载药量大、刺激性低、不易引起皮肤过敏等特点。 尤其适用于转入慢性期的疼痛疾病和对贴剂的伸缩性和高粘附性有更高需求的用药场景。 如该研发项目进展顺利，将有效丰富公司在骨骼肌肉领域的产品组合，与公司核心品种在治疗领域、终 端渠道、目标客户群体形成协同互补，并进一步完善"内服+外用"的骨科产品解决方案，有利于夯实品 牌和市场壁垒。 本项目所涉产品氟比洛芬贴剂是由日本大正制药株式会社研发，于1998年7月23日在日本获批上市。适 应症为下述疾病及症状的镇痛、消炎：骨关节炎、肩关节周围炎、腱炎及腱鞘炎、腱周炎、肱骨外上髁 炎(如网球肘等)、肌肉痛、外伤后的肿胀及疼痛，本项目原研尚未在国内上市，注册分类为化学药品3 类。 ...

证券代码：002864 证券简称：盘龙药业 公告编号：2026-003 陕西盘龙药业集团股份有限公司 关于公司获得药物临床试验批准通知书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 近日，陕西盘龙药业集团股份有限公司（以下简称"公司"）收到国家药品 监督管理局核准签发的《药物临床试验批准通知书》，同意氟比洛芬贴剂开展临 床试验。现将有关情况公告如下： 一、药品相关情况 产品名称：氟比洛芬贴剂 二、药品的其他相关情况 本项目所涉产品氟比洛芬贴剂（规格：每贴含氟比洛芬 40mg（面积 10cm× 14cm，含膏量 1.68g/140cm 2））是由日本大正制药株式会社研发，于 1998 年 7 月 23 日在日本获批上市。适应症为下述疾病及症状的镇痛、消炎：骨关节炎、 肩关节周围炎、腱炎及腱鞘炎、腱周炎、肱骨外上髁炎（如网球肘等）、肌肉痛、 外伤后的肿胀及疼痛，本项目原研尚未在国内上市，注册分类为化学药品 3 类。 公司本次获批临床的产品采用控释膜缓释设计，具有载药量大、刺激性低、 不易引起皮肤过敏等特点。尤其适用于转入慢性期的疼痛疾病和对贴剂的伸缩性 ...

盘龙药业（002864）(002864.SZ)公告，公司收到国家药品监督管理局核准签发的《药物临床试验批准 通知书》，同意氟比洛芬贴剂开展临床试验。相关适应症为下述疾病及症状的镇痛、消炎：骨关节炎、 肩关节周围炎、腱炎及腱鞘炎、腱周炎、肱骨外上髁炎(如网球肘等)、肌肉痛、外伤后的肿胀及疼痛。 ...

智通财经APP讯，盘龙药业(002864.SZ)公告，公司收到国家药品监督管理局核准签发的《药物临床试验 批准通知书》，同意氟比洛芬贴剂开展临床试验。相关适应症为下述疾病及症状的镇痛、消炎：骨关节 炎、肩关节周围炎、腱炎及腱鞘炎、腱周炎、肱骨外上髁炎(如网球肘等)、肌肉痛、外伤后的肿胀及疼 痛。 ...

盘龙药业公告，近日收到国家药品监督管理局核准签发的《药物临床试验批准通知书》，同意氟比洛芬 贴剂开展临床试验。该产品是由日本大正制药株式会社研发，于1998年7月23日在日本获批上市。适应 症为下述疾病及症状的镇痛、消炎：骨关节炎、肩关节周围炎、腱炎及腱鞘炎、腱周炎、肱骨外上髁炎 （如网球肘等）、肌肉痛、外伤后的肿胀及疼痛，本项目原研尚未在国内上市，注册分类为化学药品3 类。公司本次获批临床的产品采用控释膜缓释设计，具有载药量大、刺激性低、不易引起皮肤过敏等特 点。尤其适用于转入慢性期的疼痛疾病和对贴剂的伸缩性和高粘附性有更高需求的用药场景。 ...

Industry Overview - The gynecological medication industry encompasses drugs for the prevention, diagnosis, and treatment of gynecological diseases, including traditional hormone therapies, antibiotics, analgesics, and immunomodulators [1][3] - The market for gynecological medications in China has shown rapid growth, with the market size increasing from 27.735 billion yuan in 2012 to an estimated 56.137 billion yuan in 2024, reflecting a compound annual growth rate (CAGR) of 6.05% [1][9] - By 2025, the market size is projected to reach approximately 59.53 billion yuan, driven by increasing awareness of women's health and societal emphasis on female health [1][9] Market Dynamics - The prevalence of gynecological diseases among adult women in China is high, with an estimated incidence rate between 40% and 70%, including conditions such as tumors, cysts, reproductive-related diseases, and gynecological inflammation [6] - The rise in gynecological disease rates and the growing health consciousness among women are contributing to the steady expansion of the gynecological medication market [6] Industry Chain - The gynecological medication industry chain consists of upstream raw materials, intermediates, and pharmaceutical equipment; midstream production; and downstream distribution through pharmacies, hospitals, and e-commerce platforms [6][7] Key Companies - Notable companies in the gynecological medication sector include Qianjin Pharmaceutical, Tongrentang, Kangyuan Pharmaceutical, Jiuzhitang, Yunnan Baiyao, and others, which are focusing on R&D and product differentiation [10][11] Development Trends - Future product development in gynecological medications is expected to shift towards precision and individualized treatment, utilizing diagnostic technologies to enhance treatment efficacy and reduce side effects [12] - Innovations in drug formulations and delivery methods will improve patient compliance and experience, with a focus on long-acting, user-friendly options [13] - The role of gynecological medication companies is evolving from mere drug suppliers to providers of comprehensive health management solutions for women throughout their life stages [14]

1月30日，盘龙药业盘中表现强势，一度大涨超6%。截至收盘，报36.05元/股，涨幅4.10%，换手率9.80%，成交额2.61亿元。 从公司层面来看，盘龙药业作为风湿骨科类中药龙头企业，拥有通过新版国家GMP认证的片剂、胶囊剂等25条生产线及配套的检 验、科研设备，现已形成以全国独家专利、医保甲类品种盘龙七片为主导，涵盖风湿骨伤类、心脑血管类、消化类等12大功能类 别、100多个品规的强大产品阵容。 近年来，公司积极布局大健康产品线上销售渠道，目前在京东商城(盘龙专营店)、淘宝(盘龙大健康企业店)、微盟(盘龙大健康)、微 信小程序(盘龙优选)、视频号(陕西盘龙)、抖音(盘龙企业店)共六个平台均有销售。 长城证券指出，盘龙药业作为风湿骨科类中药龙头企业，将持续受益政策红利、人口老龄化趋势加速和消费升级趋势。 从行业层面来看，万联证券认为，2025年以来，中药板块在药店和院内渠道销售疲软影响下业绩承压，上市公司业绩分化，整体 看，OTC领域龙头企业业绩韧性较强，在医保改革背景下，中药行业正经历发展模式转型的阵痛期，未来多元化渠道、高品牌力和 高临床价值是关键。长期看，政策引导行业走向高质量和规范化发展。 太平洋 ...

Summary of Panlong Pharmaceutical Conference Call Company Overview - **Company Name**: Panlong Pharmaceutical - **Established**: 1997, listed on Shenzhen Stock Exchange in 2017 - **Core Product**: Panlong Seven Tablets, a patented Class A medical insurance product - **Production Capacity**: 25 production lines certified by the new national GMP, with supporting inspection and research facilities [3][4] Industry and Market Position - **Market Coverage**: Active in 30 provinces, with over 650 commercial partners and access to more than 5,000 medical institutions and 50,000 grassroots medical units [2][5] - **Future Expansion**: Plans to expand into southern markets [2][5] - **Growth Drivers**: Significant growth in traditional Chinese medicine (TCM) sales, particularly in TCM slices, with over 4,440 varieties and 25 fine powder approvals [8][5] Financial Projections - **2026 Revenue Target**: Estimated at 1.8 billion yuan, focusing on TCM slices, innovative drugs, and hospital preparations [3][30] - **Panlong Seven Tablets Sales Forecast**: Expected to reach 650 million yuan in 2026, with a potential 30% increase if included in the essential drug list [2][20][29] Product Development and Innovation - **New Product Launches**: Plans to introduce 3-4 best-selling new products in the next 3-5 years, including Panlong Seven Gel Patch and Loxoprofen Sodium [3][15][23] - **Current Product Line**: Includes TCM slices, TCM formula granules, and innovative drugs, with a focus on classic formulations and chemical preparations [3][15] Competitive Advantages - **Unique Selling Proposition**: Panlong Seven Tablets consist of 29 herbal ingredients, including 17 rare medicinal materials, with proven efficacy and safety, recommended by clinical guidelines [18][19] - **Supply Chain Stability**: Raw material costs are stable due to self-sufficient production bases and partnerships for cultivation [12][19] Marketing and Sales Strategy - **Sales Channels**: Traditional hospital sales are increasing, with a shift from 80:20 to 70:30 in favor of hospital sales [26][28] - **Online Sales**: Managed by subsidiary Panlong Yunkuang Technology, with plans for online promotions through partnerships with media and internet companies [16][26] Challenges and Risks - **Market Competition**: The TCM formula granules market is competitive, but the company is optimistic about its unique production capabilities in Shaanxi province [13][14] - **Regulatory Changes**: Potential changes in the essential drug directory could impact market dynamics and sales strategies [20][22] Future Outlook - **Long-term Strategy**: Focus on expanding market share in TCM slices and innovative drugs, while also developing the health product segment [17][30] - **Production Capacity Assurance**: Prepared for increased demand with production line arrangements to ensure capacity [29] Additional Notes - **Collaboration Projects**: Ongoing collaboration with Qianchuan Pharmaceutical for establishing a Chinese herbal medicine base, with updates expected in future reports [11] - **Profit Margins**: Specific gross margin data for TCM slices not disclosed, but expected to be competitive with industry standards [10]

Meeting Details - The first temporary shareholders' meeting of 2026 was held on January 16, 2026, at 14:00 [1] - The meeting combined on-site voting and online voting, with specific time slots for each [2] - The meeting was convened by the board of directors and presided over by Chairman Mr. Xie Xiaolin [3][4] Attendance - A total of 245 shareholders attended the meeting, representing 43,820,617 shares, which is 41.3763% of the total voting shares [5] - Among them, 7 shareholders attended in person, representing 39,536,232 shares (37.3309%), while 238 participated via online voting, representing 4,284,385 shares (4.0454%) [5] - Small and medium shareholders accounted for 5,359,385 shares (5.0604%) of the total voting shares [6] Resolutions Passed - The proposal to conclude fundraising projects and permanently supplement working capital with surplus funds was approved, with 43,776,623 shares (99.8996%) in favor [8] - The proposal to elect additional members to the fifth board of directors was also approved, with 43,774,186 shares (99.8940%) in favor [11] Legal Opinion - The legal opinion provided by Beijing Ruqiang Law Firm confirmed that the meeting's procedures, attendance qualifications, and voting processes complied with relevant laws and regulations, deeming the resolutions legal and valid [14]