一、《药品再注册批准通知书》主要信息 （一）小儿咽扁颗粒 药 品 通 用 名 称：注射用甘草酸二铵 英 文 名 / 拉 丁 名：Diammonium Glycyrrhizinate for Injection 受 理 号：CYHZ2540457 渝 证券代码：002907 证券简称：华森制药 公告编号：2025-063 重庆华森制药股份有限公司 关于公司收到药品再注册批准通知书的公告 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。 重庆华森制药股份有限公司（以下简称"公司"）于近日收到重庆市药品监 督管理局（以下简称"市药监局"）核准签发的关于公司 2 个药品的《药品再注 册批准通知书》。现将相关情况公告如下： | 药 | 品 | 通 | | 用 | 名 | 称：小儿咽扁颗粒 | | --- | --- | --- | --- | --- | --- | --- | | 受 | | | 理 | | | 号：CYZZ2417666 渝 | | 通 | 知 | | 书 | | 编 | 号：2025R075783 | | 剂 | | | | | | 型：颗粒剂 | ...

金融界消息 截至2025年8月13日收盘，华森制药（002907）报收于18.01元，上涨0.06%，换手率3.9%， 成交量12.04万手，成交金额2.16亿元。 资金流向方面，今日主力资金净流出1679.88万元，占比成交额7.78%。其中，超大单净流出184.88万 元、占成交额0.86%，大单净流出1495.00万元、占成交额6.93%，中单净流出流出461.51万元、占成交 额2.14%，小单净流入2141.39万元、占成交额9.92%。 通过天眼查大数据分析，重庆华森制药股份有限公司共对外投资了12家企业，参与招投标项目4250次， 知识产权方面有商标信息204条，专利信息135条，此外企业还拥有行政许可210个。 来源：金融界 华森制药最新一期业绩显示，截至2025一季报，公司营业总收入2.39亿元、同比增长4.62%，归属净利 润4035.52万元，同比增长0.01%，扣非净利润3766.74万元，同比增长1.08%，流动比率5.198、速动比率 4.589、资产负债率12.95%。 天眼查商业履历信息显示，重庆华森制药股份有限公司，成立于1996年，位于重庆市，是一家以从事医 药制造业为主的 ...

Group 1 - The core issue involves tax self-inspection results disclosed by two companies, Daon Co., Ltd. and Huason Pharmaceutical, due to discrepancies in the tax treatment of convertible bond interest expenses [1][3][7] - Daon Co., Ltd. needs to pay a total of 16.15 million yuan, which includes 11.87 million yuan in corporate income tax and 4.27 million yuan in late fees [3][4] - Huason Pharmaceutical is required to pay a total of 10.02 million yuan, comprising 7.17 million yuan in corporate income tax and 2.84 million yuan in late fees [1][7][8] Group 2 - Both companies confirmed that the tax payment issues do not involve prior accounting errors and will not require restatement of previous financial data [4][8] - The tax payments will impact the net profit attributable to shareholders for the year 2025, with Daon Co., Ltd. expecting a reduction of 16.15 million yuan and Huason Pharmaceutical anticipating a reduction of 10.02 million yuan [4][8] - The companies have emphasized their commitment to enhancing supervision and management of tax-related matters to protect the interests of shareholders [8]

Core Viewpoint - The company is actively expanding its product offerings and market presence, particularly in traditional Chinese medicine and innovative pharmaceuticals, while achieving significant milestones in international market approvals and research advancements [2][3][5]. Group 1: Company Performance and Market Development - The company reported a main revenue of 239 million yuan in Q1 2025, an increase of 4.62% year-on-year, with a net profit of approximately 40.36 million yuan, reflecting a slight increase of 0.01% [10]. - The company has successfully registered key traditional Chinese medicine products in Singapore, marking a significant step in its international expansion strategy [2]. - The five key traditional Chinese medicine products saw a revenue increase of 24.49% year-on-year in Q1 2025, with the product Gan Zhi Bing Mei Pian experiencing a remarkable growth of 38.84% during the same period [5][6]. Group 2: Research and Development - The company has integrated its research capabilities through the acquisition of a controlling stake in Chengdu Aorui Pharmaceutical, enhancing its innovative drug development pipeline with seven ongoing projects targeting various cancers and autoimmune diseases [3][4]. - The lead project, ORIC-1940, is currently in clinical Ia/Ib trials and is positioned to be the first innovative drug for secondary hemophagocytic lymphohistiocytosis (HLH) in China [3][9]. - The company has established multiple R&D platforms and has applied for 35 patents, including 17 PCT patents, demonstrating its commitment to innovation [4]. Group 3: Product Strategy and Market Positioning - The company is focusing on the re-development of its key traditional Chinese medicine products, which are positioned in high-potential therapeutic areas, and has successfully extended the protection period for two of its products by seven years [5][7]. - The company is enhancing its market access strategies by promoting its products through academic channels and guidelines, which has led to 32 endorsements from authoritative sources [6][7]. - The sales distribution remains heavily weighted towards public hospitals, with approximately 70% of sales occurring in-hospital, while the company is also expanding its presence in retail and e-commerce channels [8]. Group 4: Special Medical Foods - The company has developed four self-researched special medical food projects, with one product recently receiving regulatory approval, marking a significant entry into this market segment [9]. - The company is actively working on the production and market launch of its special medical foods, leveraging digital marketing strategies to enhance product visibility [9].

（文章来源：每日经济新闻） 华森制药（SZ 002907，收盘价：18.71元）发布公告称，2025年8月5日，华森制药接受太平洋证券调 研，公司证券事务代表周智如等人参与接待，并回答了投资者提出的问题。 2024年1至12月份，华森制药的营业收入构成为：医药工业占比84.02%，医药商业占比14.36%，其他业 务占比1.38%，医药零售占比0.24%。 ...

Group 1: Company Performance and Market Development - The company has achieved significant breakthroughs in overseas markets, with its fifth production base passing the FDA's cGMP inspection in May 2023, establishing a high standard for its GMP management system [2][3] - Key traditional Chinese medicine products have received registration approvals in Singapore, marking a milestone for the company's international product pipeline [3] - Revenue from the five key traditional Chinese medicine products increased by 24.49% year-on-year in Q1 2025, with 甘桔冰梅片 showing a remarkable growth of 54.36% [6][7] Group 2: Research and Development Progress - The company has integrated its R&D capabilities through a majority stake in Chengdu Aorui Pharmaceutical, enhancing its small molecule innovative drug development capacity [4] - Currently, there are 7 innovative drug projects in the pipeline, targeting various cancers and autoimmune diseases, with the lead project ORIC-1940 in clinical trials [4][5] - The company has filed 35 patents, including 17 PCT patents, demonstrating its commitment to innovation [5] Group 3: Product Strategy and Market Positioning - The company is actively working on extending the protection period for its key traditional Chinese medicine products, with two products receiving a 7-year extension [6] - The company has received 32 recommendations from authoritative sources, reflecting the clinical and market value of its products [7] - The sales distribution remains heavily focused on public hospitals, with approximately 70% of sales occurring in-hospital, while efforts are being made to expand into retail and e-commerce channels [8][9] Group 4: Special Medical Foods and Future Plans - The company has four self-researched special medical food projects, with one project recently receiving regulatory approval, marking a significant entry into this market [10] - The company is exploring digital marketing strategies through various online platforms to enhance product visibility and sales [10] Group 5: Clinical Trials and Future Expectations - The company anticipates data from the ORIC-1940 clinical trial in 2024, with expectations for it to address safety concerns associated with existing therapies [11] - The board is considering implementing an equity incentive plan based on the company's development and market conditions [12]

Group 1 - The stock of Aonlikang is approaching a limit down, indicating significant selling pressure [1] - Several pharmaceutical companies, including Nanjing New Pharmaceutical, Huason Pharmaceutical, Yuekang Pharmaceutical, Chenxin Pharmaceutical, Guizhou Bailing, and Shutaishen, have all experienced declines exceeding 6% [1]

二、对公司的影响 重庆华森制药股份有限公司 关于公司缴纳税款的公告 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。 重庆华森制药股份有限公司（以下简称"公司"）近期对纳税义务履行情 况开展了自查，现将有关情况公告如下： 一、基本情况 公司在日常税务合规自查过程中，对公司可转换公司债券相关财税处理进 行了专项复核，经全面自查确认，因可转债利息费用的税会处理差异，需补缴 企业所得税 7,174,740.43 元，企业所得税滞纳金 2,844,784.58 元。 截至本公告披露日，公司已将上述税款及滞纳金缴纳完毕，主管税务部门 未对该事项给予处罚。 证券代码：002907 证券简称：华森制药 公告编号：2025-062 根据《企业会计准则第 28 号—会计政策、会计估计变更和差错更正》相关 规定，上述事项不属于前期会计差错，不涉及前期财务数据追溯调整。公司补 缴上述税款及滞纳金将计入 2025 年当期损益，预计将影响公司 2025 年度归属 于上市公司股东的净利润 10,019,525.01 元，最终财务数据以 2025 年度经审计 的财务报表为准。本事项不会对公司 ...

华森制药公告称，公司在税务合规自查中发现，因可转债利息费用的税会处理差异，需补缴企业所得税 717.47万元，企业所得税滞纳金284.48万元。目前公司已完成税款及滞纳金缴纳。该事项将影响公司 2025年度归属于上市公司股东的净利润1001.95万元，最终数据以审计结果为准。 ...

Market Performance - The two markets opened lower on Friday, with the Shanghai Composite Index closing at 3559.95 points, down 0.37%, and the Shenzhen Component down 0.17% [1] - The total trading volume was 15,984 billion, a significant decrease of 3,377 billion (-17.44%) compared to Thursday [1] - Over 80% of industry sectors saw gains, with warehousing logistics, construction decoration, software, paper printing, and ecological environment sectors leading the rise [1] Industry Highlights - The Chinese medicine sector experienced a significant surge, with Weikang Pharmaceutical hitting the 20% daily limit, alongside other companies like Tianmu Pharmaceutical and Guizhou Bailin also reaching the limit [1] - The photovoltaic sector also performed well, with Jiejia Weichuang and Shuangliang Energy both hitting the daily limit [1] Technical Analysis - The three major indices showed a volume contraction and closed with long upper shadows, indicating a potential reversal after five consecutive weeks of gains [2] - The Shanghai Composite, Shenzhen Component, and ChiNext Index fell by 0.94%, 1.58%, and 0.74% respectively for the week, with total trading volume at 8.93 trillion, down 1.76% from the previous week [2] Investment Strategy - Companies are advised to reduce positions in high-flying stocks that have seen significant gains, while looking to invest in undervalued small and mid-cap growth stocks that have shown strong performance in Q1 and exceeded expectations in H1 [2] - There is a recommendation to allocate some resources towards brokerage stocks in anticipation of the upcoming half-year and third-quarter earnings reports [2]