证券代码：002907 证券简称：华森制药 公告编号：2025-061 重庆华森制药股份有限公司 重庆华森制药股份有限公司（以下简称"公司"）于 2025 年 5 月 14 日发 布《关于公司控股股东及高级管理人员减持股份预披露的公告》（公告编号： 2025-039），公司控股股东成都地方建筑机械化工程有限公司（以下简称"成 都地建"）计划自减持预披露公告披露之日起 15 个交易日后的 3 个月内（即 2025 年 6 月 6 日至 2025 年 9 月 5 日）通过集中竞价方式减持公司股份合计不超 过 4,175,963 股，不超过公司总股本的 1%；通过大宗交易方式减持公司股份合 计不超过 8,351,926 股，不超过公司总股本的 2%，合计减持不超过 12,527,889 股，即不超过公司总股本的 3%。高级管理人员彭晓燕女士计划自减持预披露公 告披露之日起 15 个交易日后的 3 个月内（即 2025 年 6 月 6 日至 2025 年 9 月 5 日）通过集中竞价方式减持公司股份合计不超过 4,375 股，即不超过公司总股 本的 0.0010%。 公司于近日收到成都地建、彭晓燕女士出具的《关于减持 ...

华森制药公告，公司控股股东成都地方建筑机械化工程有限公司于2025年6月6日至2025年7月29日通过 集中竞价减持417.59万股，价格区间17.4-19.29元/股；2025年6月9日至2025年7月29日通过大宗交易减持 835.19万股，价格区间14.51-16.27元/股，合计减持1252.78万股，占总股本3.00%。高级管理人员彭晓燕 2025年6月12日、6月19日集中竞价减持1000股、3300股，价格17.98、16.33元/股，合计减持4300股，占 总股本0.0010%。本次减持计划已实施完毕。 ...

Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Huason Pharmaceutical, indicating a positive trend in stock price and trading volume [1] - As of July 29, 2025, Huason Pharmaceutical's stock closed at 18.51 yuan, reflecting a 6.5% increase with a trading volume of 378,300 lots and a transaction amount of 687 million yuan [1] - The net inflow of main funds was 67.26 million yuan, accounting for 9.79% of the transaction amount, with significant contributions from large orders [1] Group 2 - For the first quarter of 2025, Huason Pharmaceutical reported total operating revenue of 239 million yuan, a year-on-year increase of 4.62%, and a net profit attributable to shareholders of 40.36 million yuan, showing a slight increase of 0.01% [1] - The company has a current ratio of 5.198, a quick ratio of 4.589, and a debt-to-asset ratio of 12.95%, indicating strong liquidity and low leverage [1] - Huason Pharmaceutical, established in 1996 and based in Chongqing, has a registered capital of 4.18 billion yuan and a paid-in capital of 777 million yuan [1] Group 3 - Huason Pharmaceutical has made investments in 12 companies and participated in 4,241 bidding projects, showcasing its active engagement in the market [2] - The company holds 204 trademark registrations and 135 patents, along with 210 administrative licenses, reflecting its commitment to intellectual property and regulatory compliance [2]

7月29日，华森制药大宗交易成交28.07万股，成交额453.37万元，占当日总成交额的0.66%，成交价16.15元，较市场收盘价 18.51元折价12.75%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交星 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-07-29 | 002907 | 华森制药 | 16.15 | 28.07 | 453.37 机构专用 | | 华泰证券股份有限 | | | | | | | | | 公司重庆江北嘴证 | | | | | | | | | 券营业部 | ...

Market Overview - The Chinese medicine sector rose by 1.0% on July 29, with Foci Pharmaceutical leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Top Gainers in Chinese Medicine Sector - Foci Pharmaceutical (002644) closed at 10.69, up 9.98% with a trading volume of 841,300 shares and a turnover of 876 million yuan [1] - Zhongsheng Pharmaceutical (002317) also rose by 9.98% to 19.73, with a trading volume of 1,168,400 shares and a turnover of 2.26 billion yuan [1] - Other notable gainers include: - Zhendong Pharmaceutical (300158) up 6.66% to 7.69 [1] - Huasen Pharmaceutical (002907) up 6.50% to 18.51 [1] - Kangjia Pharmaceutical (600557) up 5.61% to 16.58 [1] Top Losers in Chinese Medicine Sector - Qidi Pharmaceutical (000590) fell by 2.65% to 12.13, with a trading volume of 134,500 shares and a turnover of 163 million yuan [2] - Zhenbaodao (603567) decreased by 2.21% to 12.40, with a trading volume of 182,700 shares and a turnover of 227 million yuan [2] - Other notable losers include: - Yunnan Baiyao (000538) down 1.20% to 55.82 [2] - Kangmei Pharmaceutical (600518) down 0.94% to 2.10 [2] Capital Flow Analysis - The Chinese medicine sector saw a net inflow of 798 million yuan from institutional investors, while retail investors experienced a net outflow of 625 million yuan [2][3] - Notable net inflows from institutional investors include: - Zhongsheng Pharmaceutical (002317) with a net inflow of 308 million yuan [3] - Zhendong Pharmaceutical (300158) with a net inflow of 96.32 million yuan [3] - Conversely, significant net outflows from retail investors were observed in: - Zhongsheng Pharmaceutical (002317) with a net outflow of 98.88 million yuan [3] - Zhendong Pharmaceutical (300158) with a net outflow of 65.62 million yuan [3]

Core Viewpoint - The issue of excessively high prices for traditional Chinese medicine (TCM) has not been resolved, as evidenced by recent government actions targeting price adjustments for numerous TCM products across various provinces [1][2][4]. Group 1: Price Governance Actions - The Guangxi Drug Procurement Service Platform announced a price adjustment for 169 high-priced TCMs, requiring companies to complete adjustments by July 30 [1]. - Multiple provinces, including Jilin, Henan, and Jiangsu, have initiated price governance for TCMs, with notable products like An Gong Niu Huang Wan and Ban Lan Gen Granules being included [2]. - Jilin Province identified 52 TCMs with significant price discrepancies, with price differences ranging from 10 to over 117 times the minimum daily cost [2][3]. Group 2: Price Discrepancies and Examples - The price of TCMs is significantly higher compared to chemical drugs, with some products showing price differences exceeding 100 times [2]. - For instance, the price of Yuan Hu Zhi Tong Pian from Chongqing Xieran Pharmaceutical Co. is 110 yuan, with a daily cost of 45.83 yuan, leading to a price difference of 117.51 times the minimum daily cost [2][3]. Group 3: Historical Context and Ongoing Issues - The problem of high TCM prices has been persistent, with a 2009 study indicating that out of 93 high-priced TCMs, only 6 had prices close to their theoretical retail prices [4]. - Factors contributing to high prices include an inadequate pricing mechanism, numerous distribution channels, and commercial bribery in the pharmaceutical sector [4]. Group 4: Regulatory Developments - The National Medical Insurance Administration has initiated ongoing price governance for TCMs, with 28 provinces improving their drug pricing rules [4][5]. - The governance focuses on "average daily treatment costs," with penalties for products exceeding set price thresholds [5]. Group 5: Market Adaptations and Future Strategies - TCM companies are adapting to regulatory changes by exploring new profit avenues outside traditional markets, such as health products and wellness items [8]. - Companies like Li Shizhen and Tong Ren Tang are launching health-oriented products, indicating a shift in focus towards future growth opportunities [8][9].

证券代码：002907 证券简称：华森制药 公告编号：2025-060 重庆华森制药股份有限公司 关于公司药品生产许可证变更及通过 GMP 符合性检查 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 监督管理局颁发的《药品生产许可证》（许可证编号：渝 20150018）和 2 项产 品的《药品 GMP 符合性检查告知书》（编号：渝 GMP20250070、编号：渝 GMP20250073），具体情况如下： 一、《药品生产许可证》变更内容 1.重庆市荣昌区工业园区三车间小合成生产线：原料药（阿戈美拉汀）， 通过药品生产质量管理规范符合性检查，予以登记； 3.重庆市荣昌区昌州街道板桥路 143 号 502 车间冻干粉针剂生产线：注射用 艾司奥美拉唑钠（国药准字H20243180）通过药品生产质量管理规范符合性检查。 *** 二、变更后的《药品生产许可证》具体内容 企 业 名 称 ：重庆华森制药股份有限公司 许可证编号 ：渝 20150018 社 会 信 用 代 码 ：915002262038 ...

Core Viewpoint - Huason Pharmaceutical has received a new drug production license and passed GMP compliance checks, which will enhance production capacity but will not significantly impact short-term performance [1] Group 1: Regulatory Changes - The company announced the receipt of a new drug production license from the Chongqing Drug Administration [1] - Two products, including injectable Esomeprazole Sodium, have been added to the production license [1] Group 2: GMP Compliance - The small-scale synthesis production line in the Rongchang Industrial Park has passed the GMP compliance check [1] - Both injectable Esomeprazole Sodium and the raw material drug (Agomelatine) have successfully passed GMP compliance checks [1] Group 3: Impact on Operations - These changes are expected to improve the company's capacity utilization and promote large-scale production [1] - However, the company does not anticipate a significant impact on its performance in the short term [1]

奥睿药业已于近日完成相关工商变更登记手续，取得了成都高新技术产业开 发区市场监督管理局核发的《营业执照》。现将变更后的《营业执照》基本信息 公告如下： 准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）一 般项目：医学研究和试验发展；技术服务、技术开发、技术咨询、技术交流、技 术转让、技术推广；专用化学产品销售（不含危险化学品）；第一类医疗器械销 售；第二类医疗器械销售（除依法须经批准的项目外，凭营业执照依法自主开展 经营活动）。 一、基本情况 重庆华森制药股份有限公司（以下简称"公司"）于 2025 年 5 月 13 日召开 第三届董事会第十七次会议，审议通过《关于公司全资子公司受让成都奥睿药业 有限公司股权的议案》，在成都奥睿药业有限公司（以下简称"奥睿药业"）股 权变更完成后，公司及其控股子公司重庆华森英诺生物科技有限公司（下称"华 森英诺"）合计持有奥睿药业 66%的股权，华森英诺为奥睿药业之控股股东，华 森制药为奥睿药业之实际控制人。详情可查阅公司于 2025 年 5 月 15 日发布的 《关于公司全资子公司受让成都奥睿药业有限公司股权及公司为全资子公司提 供对外担保的公告》(公告 ...

证券代码：002907 证券简称：华森制药 公告编号：2025-059 重庆华森制药股份有限公司 关于控股子公司完成工商变更登记的公告 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。 一、基本情况 重庆华森制药股份有限公司（以下简称"公司"）于 2025 年 5 月 13 日召开 第三届董事会第十七次会议，审议通过《关于公司全资子公司受让成都奥睿药业 有限公司股权的议案》，在成都奥睿药业有限公司（以下简称"奥睿药业"）股 权变更完成后，公司及其控股子公司重庆华森英诺生物科技有限公司（下称"华 森英诺"）合计持有奥睿药业 66%的股权，华森英诺为奥睿药业之控股股东，华 森制药为奥睿药业之实际控制人。详情可查阅公司于 2025 年 5 月 15 日发布的 《关于公司全资子公司受让成都奥睿药业有限公司股权及公司为全资子公司提 供对外担保的公告》(公告编号：2025-040）。 奥睿药业已于近日完成相关工商变更登记手续，取得了成都高新技术产业开 发区市场监督管理局核发的《营业执照》。现将变更后的《营业执照》基本信息 公告如下： 1、企业名称：成都奥睿药业有限公司 7、 ...