哈三联涨停， 睿智医药、 新诺威、 海南海药、 华森制药涨超5%， 复星医药、 一品红、 海王生物、 东北制药等跟涨。消息面上，国家药监局5月29日批准11款 创新药上市，相关药企昨晚统一公告。 ...

Group 1 - The innovative drug sector in A-shares has shown a strong comeback, with multiple stocks experiencing significant price increases, including Shuyou Shen (20% increase) and Ruizhi Pharmaceutical (20% increase), indicating a bullish market sentiment [1] - The Hong Kong market also saw a rise, with WuXi AppTec increasing by 19.88% and several innovative drug ETFs in Hong Kong showing year-to-date gains exceeding 40%, outperforming similar products [1][2] - Analysts suggest that the domestic market is entering a concentrated listing period for innovative drugs, supported by comprehensive policy backing and improvements in commercial medical insurance, which are expected to enhance the commercialization process beyond market expectations [1][5] Group 2 - There is a noticeable divergence in the performance of various medical ETFs, with some experiencing significant inflows while others face substantial outflows, indicating mixed investor sentiment [2][3] - The top-performing innovative drug ETFs, such as ICBC Hong Kong Innovative Drug ETF and Huatai-PineBridge Hong Kong Innovative Drug ETF, have seen net inflows of 2.43 billion and 2.31 billion respectively, while the E Fund CSI 300 Healthcare ETF has recorded the highest net outflow of 2.5 billion [3] - The medical sector is expected to show its best performance in three years by mid-2025, driven by policy optimization and AI industry empowerment, with a clear trend of performance and valuation recovery anticipated in the second half of the year [3] Group 3 - The innovative drug sector has rebounded significantly after a period of decline, with innovative drug ETFs showing substantial weekly gains, particularly in the lead-up to the ASCO annual meeting, which has heightened industry interest [4] - The upcoming ASCO meeting is expected to showcase numerous original research results from Chinese pharmaceutical companies, indicating a shift towards international innovation in drug development [4][5] - Recent approvals of six domestic innovative drugs in May across critical treatment areas such as diabetes and tumors have injected strong momentum into the pharmaceutical industry [5]

证券代码：002907 证券简称：华森制药 公告编号：2025-049 本次公司重点产品痛泻宁颗粒获得新加坡注册批文，是公司继甘桔冰梅片、 六味安神胶囊、都梁软胶囊后第四个成功实现海外注册的产品。此举标志着公司 产品在国际市场的认可度再次提升，这不仅增强了公司在全球医药行业的竞争力， 也为公司带来了更广阔的发展空间和市场机遇，进而推动公司整体国际化战略的 深入实施。此外，痛泻宁颗粒的成功注册，也将促进公司在研发和创新方面持续 投入，公司将不断提升产品质量和技术水平，为全球患者提供更多优质、有效的 医药产品。 | 产 | 品 | 名 | 称 ：TONGXIENING KELI （痛泻宁颗粒） | | --- | --- | --- | --- | | 产 | 品 | 类 | 别 ：中成药 | | 品 | 牌 | 名 | 称 ：华森 | | 剂 | | | 型 ：颗粒剂（内服） | | 生 | 产 | | 商 ：重庆华森制药股份有限公司 | | 注 | 册 | 编 | 号 ：129808 | 二、药品的其他情况 痛泻宁颗粒源于经典名方（"痛泻要方"），为全球首个治疗 IBS-D 的天然 植物药。该药物具有"疏肝理 ...

Market Overview - The three major A-share indices rose collectively in the morning session, with the Shanghai Composite Index up 0.72%, the Shenzhen Component Index up 1.12%, and the ChiNext Index up 1.16% [1] - The total market turnover reached 759.4 billion yuan, an increase of 91.6 billion yuan compared to the previous day, with over 4,400 stocks rising [1] Sector Performance - The leading sectors included autonomous driving, innovative pharmaceuticals, and cross-border payments, while precious metals and food sectors saw declines [2] - Notable stocks in the autonomous driving sector included Yunnei Power and Tongda Electric, both achieving four consecutive trading limit increases [2] - The innovative pharmaceutical sector also performed well, with stocks like Ruizhi Pharmaceutical and Shutaishen hitting trading limits [2] Notable Stocks and Trends - The stock of Shangwei Co. achieved six consecutive trading limit increases, indicating strong investor interest [4] - Stocks such as Yunnei Power and Tongda Electric have shown significant momentum with four consecutive trading limit increases [5] - The innovative pharmaceutical company Shutaishen reported promising clinical trial results for its STSA-1002 injection, showing a significant reduction in mortality rates compared to the control group [10] Strategic Developments - A strategic cooperation framework agreement was signed between Xiaoma Zhixing and Guangzhou Public Transport Group to collaborate in the fields of autonomous vehicles and logistics services [11] - The market is also reacting to legislative developments regarding stablecoins in the U.S. and Hong Kong, which may impact the cross-border payment sector [13]

公司同时提示，本次STSA-1002注射液（急性呼吸窘迫综合征适应症）仅取得顶线数据的初步统计分析 结果，STSA-1002注射液项目在该适应症方向的完整有效性、安全性结果将以未来最终临床总结报告为 准。本次STSA-1002注射液（急性呼吸窘迫综合征适应症）获得Ib/II期临床试验研究初步结果不会对公 司当前业绩产生重大影响。后续临床试验阶段是否顺利、能否获得生产批件、具备上市资格尚存在诸多 不确定。 创新药概念29日盘中强势拉升，截至发稿，睿智医药（300149）、舒泰神（300204）20%涨停，键凯科 技、益方生物涨超12%，华森制药（002907）涨停斩获3连板，博瑞医药涨超8%。 行业方面，当地时间2025年5月30日至6月3日，2025年美国临床肿瘤学会（ASCO）年会将在美国芝加 哥举行。据悉，ASCO年会作为全球规模最大、学术水平最高、最具权威性的临床肿瘤学会议之一，见 证了中国肿瘤学研究的发展。目前，中国药企入选的临床研究逐年增多，展示了其在新药研发方面的活 跃度和竞争力，2025年中国学者入选会议的研究达到70余项，其中恒瑞医药（600276）、信达生物、荣 昌生物、泽璟制药、正大天晴、 ...

Group 1 - The stock of Huason Pharmaceutical has reached a limit-up, marking three consecutive limit-up days, with a current price of 18.80 yuan and a turnover rate of 8.06% [2] - During the consecutive limit-up period, the stock has increased by 33.05%, with a cumulative turnover rate of 22.87% [2] - The latest total market capitalization of the A-shares is 78.51 billion yuan, with a circulating market capitalization of 58.07 billion yuan [2] Group 2 - The stock has appeared on the Dragon and Tiger List due to a cumulative deviation of 20% in its price over three trading days, with institutional net purchases amounting to 3.3683 million yuan and a total net sale by the Shenzhen Stock Connect of 32.3933 million yuan [2] - The company reported a total operating revenue of 239 million yuan for the first quarter, representing a year-on-year growth of 4.62%, and a net profit of 40 million yuan, with a slight increase of 0.01% year-on-year [2] Group 3 - Recent trading data shows significant fluctuations in daily price changes and net inflows of main funds, with the highest daily increase recorded at 9.97% on May 28, 2025, and a net inflow of 59.923 million yuan [2] - The stock has experienced varying turnover rates, with the highest at 11.94% on the same day, indicating active trading [2]

证券代码：002907 证券简称：华森制药 公告编号：2025-048 重庆华森制药股份有限公司 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。 一、股票交易异常波动情况的说明 重庆华森制药股份有限公司（以下简称"公司"）股票（证券简称：华森制 药，证券代码：002907）于 2025 年 5 月 27 日、5 月 28 日连续 2 个交易日内收 盘价涨幅偏离值累计达到 21.52%。根据《深圳证券交易所交易规则》的有关规 定，属于股票交易异常波动情况。 二、对重要问题的关注、核实情况的说明 针对公司股票交易异常波动，公司董事会对公司、控股股东及实际控制人就 有关事项进行了核查，相关情况说明如下： （一）公司前期所披露的信息，不存在需要更改、补充之处。 特此公告 （三）近期公司生产经营情况正常，公司已披露的经营情况、内外部经营环 境未发生重大变化。 （四）经核查，公司、控股股东和实际控制人不存在关于公司的应披露而未 披露的重大事项，或处于筹划阶段的重大事项。 （五）经核查，控股股东、实际控制人在股票异常波动期间不存在买卖公司 股票的情形。 三、是否存在应披露而 ...

股票交易异常波动公告 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。 一、股票交易异常波动情况的说明 重庆华森制药股份有限公司（以下简称"公司"）股票（证券简称：华森制 药，证券代码：002907）于 2025 年 5 月 27 日、5 月 28 日连续 2 个交易日内收 盘价涨幅偏离值累计达到 21.52%。根据《深圳证券交易所交易规则》的有关规 定，属于股票交易异常波动情况。 证券代码：002907 证券简称：华森制药 公告编号：2025-048 重庆华森制药股份有限公司 （五）经核查，控股股东、实际控制人在股票异常波动期间不存在买卖公司 股票的情形。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据深交所《股票上市规则》等有 关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等； 董事会也未获悉本公司有根据深交所《股票上市规则》等有关规定应予以披露而 未披露的、对本公司股票及其衍生品种交易价格产生较大影响的信息；公司前期 披露的信息不存在需要更正、补充之处。 四、上市公司认为必要的风险提示 二、对重要问题的 ...

证券代码：002907 证券简称：华森制药 公告编号：2025-047 重庆华森制药股份有限公司 一、《药品再注册批准通知书》主要信息 增生、甲状腺结节、子宫肌瘤等疗效突出，可软化包块、缩小囊肿、减轻症状。 平消片被列入《肿瘤中医诊疗指南》《中医外科常见病诊疗指南》《中成药临床 应用指南·消化疾病分册》《中成药临床应用指南·呼吸系统疾病分册》《临床 路径治疗药物释义肿瘤疾病分册》《中医临床诊疗指南释义》《国家基本药物临 床应用指南(中成药)》等多项临床指南或专家共识。 三、对公司的影响 本次公司获得平消片的《药品再注册批准通知书》将确保该药品的正常生产 和销售，公司将严格按照要求开展相关工作，控制产品质量，持续为市场提供 高品质的产品。 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药品平消片的《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：平消片 ...

Group 1: Company Performance and Financials - In 2024, the company achieved a revenue of 775 million CNY, a year-on-year increase of 12.04% [4] - In Q1 2025, the company reported a revenue of 239 million CNY, a year-on-year increase of 4.62%, with a slowdown attributed to reduced market demand for key products [4] - The five key traditional Chinese medicine products saw a slight revenue increase of 0.93% in Q1 2025, with notable growth in specific products like Liuwei Anshen Capsules (32.10% increase) and Tongxie Ning Granules (80.24% increase) [4] Group 2: Research and Development - The company has integrated its R&D pipeline with Chengdu Aorui Pharmaceutical, resulting in 7 independent Class 1 innovative drug projects targeting various cancers and autoimmune diseases [3] - The lead project, ORIC-1940, is in clinical phase Ia/Ib and is expected to be the first Class 1 innovative drug for secondary hemophagocytic lymphohistiocytosis in China [3] - The company has established multiple R&D platforms and has applied for 35 patents, including 17 PCT patents [3] Group 3: Product Development and Market Strategy - The company has 4 self-researched special medical foods projects, with the TY005 project receiving regulatory approval, marking a breakthrough in the special medical food sector [4] - The five key traditional Chinese medicine products are in a growth phase, with plans for further market expansion and academic promotion to enhance market access [5][6] - The company aims to launch at least 3 new drug varieties annually over the next five years, alongside special medical foods and health consumer products [12] Group 4: International Expansion - The company successfully passed the FDA's cGMP inspection for its fifth production base, facilitating international quality standards [7] - Key traditional Chinese medicine products have received registration approvals for sale in Singapore, marking a significant milestone for international market entry [7] Group 5: Corporate Governance and Investor Relations - The company emphasizes transparent communication with investors, regularly hosting performance briefings and investor engagement activities [8] - Independent directors play a crucial role in overseeing the accuracy and completeness of financial reports, ensuring compliance with regulatory standards [9] Group 6: Future Strategic Focus - The company will focus on high-quality development, leveraging talent and innovation to enhance its competitive edge in the pharmaceutical industry [10] - Plans include expanding into oncology and autoimmune disease research, while also enhancing the efficiency of generic drug development [11]