Core Viewpoint - The company has received a drug registration certificate for Levofloxacin Tablets from the National Medical Products Administration, indicating a significant advancement in its product portfolio [1] Group 1: Product Information - Levofloxacin Tablets are classified as a third-generation fluoroquinolone antibiotic, known for their broad antibacterial spectrum and strong antibacterial action [1] - The drug is intended for the treatment of mild, moderate, and severe infections in adults (≥18 years) caused by specified sensitive strains [1] Group 2: Regulatory Milestones - The company received the notice of acceptance for the drug's marketing authorization application in April 2024, followed by the recent approval [1]

Core Insights - The report maintains a positive outlook on the pharmaceutical and biotechnology sector, highlighting a significant reduction in tariff risks for multinational corporations (MNCs) in the industry due to agreements with the U.S. government [5][8] - MNCs are expected to continue relying heavily on China's supply chain for raw materials and intermediates in the short term, despite the tariff reductions [5][8] - Emerging technologies such as small nucleic acid drugs and in vivo Car-T are maturing, creating new order opportunities for the Chinese supply chain [5][9] Section Summaries MNC Tariff Risk Reduction - The U.S. government has reached agreements with companies like AstraZeneca and Pfizer, allowing them to invest more in U.S. manufacturing and reduce drug prices in exchange for a three-year tariff exemption [5][8] - MNCs will likely adopt similar strategies to mitigate tariff risks, which will significantly lower the overall tariff burden on the industry [5][8] Industry Performance Review - As of October 10, 2025, the TTM-PE for the pharmaceutical and biotechnology sector is 51.48 times, which is 111% higher than the historical low of 24.38 times [10] - The sector's premium over the CSI 300 index is 263%, exceeding the historical low premium by 139 percentage points [10] Subsector Performance - The pharmaceutical and biotechnology sector experienced a decline of 1.20% from September 25 to October 10, 2025, ranking 21st among 27 subsectors [14][17] - Within the sector, traditional Chinese medicine saw an increase of 1.51%, while medical services and chemical preparations faced declines of 3.37% and 2.48%, respectively [17] Individual Stock Performance - The top three performing stocks in the sector were *ST Guohua (10.25%), Changshan Pharmaceutical (8.69%), and Zhenbao Island (8.56%) [21] - Conversely, the worst performers included Furui Co. (-7.47%), Xinlitai (-6.71%), and Jiming Health (-6.50%) [21] Q3 2025 Earnings Forecast - The report provides a detailed earnings forecast for Q3 2025, indicating expected net profits for various companies, including JianKai Technology and MeiNian Health, with specific growth drivers highlighted [23][24] Industry Dynamics - Recent approvals for new drugs and treatments, such as UCB's Zilucoplan for myasthenia gravis and Hemay005 for psoriasis, indicate ongoing innovation and regulatory progress within the sector [25][27][29]

证券代码：002940 证券简称：昂利康 公告编号：2025-073 浙江昂利康制药股份有限公司 特别提示 1、为尊重中小投资者利益，提高中小投资者对公司股东大会审议的重大事 项参与度，本次股东大会审议的部分议案对中小投资者实行单独计票。中小投资 者是指除以下股东以外的其他股东：（1）上市公司的董事、监事、高级管理人员； （2）单独或者合计持有上市公司 5%以上股份的股东； 2、本次股东大会无否决或修改议案情况； 3、本次股东大会没有涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1、会议召开时间 现场会议召开时间：2025 年 10 月 16 日下午 14：30 2025 年第一次临时股东大会决议公告 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。 网络投票时间：2025 年 10 月 16 日 其中：通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 10 月 16 日上午 9：15 至 9：25，9：30 至 11：30 和下午 13：00 至 15：00； 通过深圳证券交易所互联网投票系统（http://w ...

法律意见书 法律意见书 浙江天册律师事务所 关于浙江昂利康制药股份有限公司 2025 年第一次临时股东大会的 编号：TCYJS2025H1720 致：浙江昂利康制药股份有限公司 根据《中华人民共和国证券法》（下称"《证券法》"）、《中华人民共和国公司法》（下 称"《公司法》"）和《上市公司股东会规则》等法律、法规和规范性文件的要求及《浙 江昂利康制药股份有限公司章程》（下称"《公司章程》"）、《浙江昂利康制药股份有限 公司股东大会议事规则》（下称"《议事规则》"）的规定，浙江天册律师事务所（下称 "本所"）接受浙江昂利康制药股份有限公司（下称"昂利康"或"公司"）的委托，指 派俞晓瑜、郑忻律师（下称"本所律师"）参加昂利康 2025 年第一次临时股东大会，对 本次股东大会的召集和召开程序、出席会议人员资格、表决方式、表决程序的合法性、 有效性进行了认真审查，并出具本法律意见书。 本法律意见书仅供昂利康 2025 年第一次临时股东大会之目的使用。本所律师同意 将本法律意见书随昂利康本次股东大会其他信息披露资料一并公告。 本所律师根据相关法律法规的要求，按照律师行业公认的业务标准、道德规范和勤 勉尽责的精神，出席 ...

Core Viewpoint - The A-share market continues to show strength in innovative drug concept stocks, with significant gains observed across multiple companies on October 16 [1] Group 1: Stock Performance - Guizhou BaiLing and Luoxin Pharmaceutical reached the daily limit up [1] - Yifang Bio increased by over 7% [1] - Laime Pharmaceutical, Guangsheng Tang, Anglikang, and Shutaishen all rose by over 6% [1] - Dize Pharmaceutical and Lianhuan Pharmaceutical saw increases of over 5% [1]

Market Overview - The market showed strong fluctuations throughout the day, with the Shanghai Composite Index returning above 3900 points. The trading volume reached 2.09 trillion yuan, with over 4300 stocks in the Shanghai and Shenzhen markets closing in the green [1]. Key Sectors Robotics - The robotics sector experienced significant gains, with stocks like Yuanda Intelligent, Zhongjian Technology, and Zhenghe Industrial hitting the daily limit. The core stock, Sanhua Intelligent Control, also recorded a limit-up. The market was catalyzed by the emergence of new robotics orders and Tesla's announcement regarding its 2025 shareholder meeting, highlighting the "Fourth Macro Map" robot as a key focus [4][5]. Cloud Computing Data Centers - The cloud computing data center sector saw a notable rise, with stocks such as Jingquanhua, Sifang Co., and Heshun Electric hitting the daily limit. The interest was fueled by Nvidia's recent release of a white paper on the 800VDC architecture, emphasizing the importance of medium-voltage rectifiers for rapid deployment of 800VDC systems [6][7][8]. Pharmaceuticals - The pharmaceutical sector rebounded, with stocks like Angli Kang, Jimin Health, and Lianhuan Pharmaceutical reaching the daily limit. The upcoming European Society for Medical Oncology (ESMO) annual meeting in Berlin is expected to be a significant platform for releasing critical clinical data, drawing attention to the innovative drug sector [10][11]. Notable Stocks - **Robotics**: Yuanda Intelligent (4.30 yuan, +9.97%), Zhongjian Technology (131.98 yuan, +10.00%), Sanhua Intelligent Control (3383.5 million yuan market cap) [5][15]. - **Cloud Computing**: Jingquanhua (23.87 yuan, +10.00%), Sifang Co. (24.88 yuan, +9.99%), Heshun Electric (13.18 yuan, +20.04%) [8][9]. - **Pharmaceuticals**: Angli Kang (41.20 yuan, +10.01%), Jimin Health (10.97 yuan, +10.03%), Lianhuan Pharmaceutical (20.90 yuan, +10.00%) [11][12].

Market Overview - The chemical pharmaceutical sector increased by 2.94% on October 15, with Sunflower leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Stock Performance - Notable stock performances in the chemical pharmaceutical sector include: - Sunflower (300111) closed at 8.11, up 19.97% with a trading volume of 3.1035 million shares [1] - Guangshantang (300436) closed at 120.00, up 17.41% with a trading volume of 298,500 shares [1] - Shutaishen (300204) closed at 36.26, up 12.50% with a trading volume of 597,600 shares [1] - Anglikang (002940) closed at 41.20, up 10.01% with a trading volume of 129,600 shares [1] - Lianhuan Pharmaceutical (600513) closed at 20.90, up 10.00% with a trading volume of 309,500 shares [1] Capital Flow - The chemical pharmaceutical sector saw a net inflow of 2.451 billion yuan from institutional investors, while retail investors experienced a net outflow of 948 million yuan [2][3] - The capital flow for key stocks includes: - Sunflower (300111) had a net inflow of 4.41 billion yuan from institutional investors [3] - Guangshantang (300436) had a net inflow of 2.82 billion yuan from institutional investors [3] - Lianhuan Pharmaceutical (600513) had a net inflow of 1.33 billion yuan from institutional investors [3]

Core Viewpoint - The innovative drug sector experienced a significant rally, with the innovative drug index rising by 2.35% as of the midday close on October 15, 2025, driven by strong performances from various companies [1][2]. Group 1: Market Performance - The innovative drug index (886015.TI) closed at 1366.835, reflecting a gain of 2.35%, equivalent to an increase of 31.422 points [2]. - Notable stock performances included Guangshentang, which surged by 20% to 122.65, and several other companies such as Shutaishen and Anglikang, which saw gains of 14.4% and 10.01%, respectively [2][3]. Group 2: Upcoming Events - The European Society for Medical Oncology (ESMO) conference is set to take place from October 17 to 21, 2025, in Berlin, Germany, where significant clinical research results and data are expected to be disclosed [3][4]. Group 3: Business Development Opportunities - There is growing market anticipation for the release of clinical data from domestic innovative drugs and business development (BD) collaborations, with 83 overseas BD transactions recorded in the first eight months of 2025, totaling 845 billion yuan, marking a 62.81% increase compared to the entire year of 2024 [4]. Group 4: Company Earnings Forecast - Several innovative drug companies are expected to report strong earnings for the third quarter of 2025, with Shengnuo Bio projecting a net profit of 114 million to 140 million yuan, representing a year-on-year increase of 100.53% to 145.10% [5]. - Boteng Co. anticipates a net profit of 73.2 million to 88.2 million yuan, indicating a turnaround from losses, driven by a 17% to 21% increase in revenue [5]. Group 5: Industry Outlook - Analysts express optimism regarding the innovative drug sector, anticipating stabilization and rebound due to upcoming catalysts such as BD and medical insurance negotiations [6]. - Long-term trends indicate that the Chinese pharmaceutical industry has transitioned to new growth drivers, particularly in innovative drugs, which are expected to significantly contribute to the growth of Chinese pharmaceutical companies over the next 5 to 10 years [7].

Core Insights - The A-share market has seen a significant rally in innovative drug concept stocks, with notable increases in share prices for several companies [1] Group 1: Stock Performance - Guangxi Shengtang (广生堂) experienced a rise of approximately 18% [2] - Shutaishen (舒泰神) increased by over 12% [2] - Jimin Health (济民健康) and Anglikang (昂利康) both hit the 10% daily limit up [2] - Huahai Pharmaceutical (华海药业) rose by over 9% [2] - Frontier Biologics (前沿生物) increased by over 8% [2] - Hanyu Pharmaceutical (翰宇药业) saw a rise of over 7% [2] - Saily Medical (塞力医疗) and Jiuzhou Pharmaceutical (九洲药业) both increased by over 6% [2] Group 2: Market Capitalization and Year-to-Date Performance - Guangxi Shengtang has a market capitalization of 19.2 billion with a year-to-date increase of 269.02% [2] - Shutaishen has a market capitalization of 17.3 billion with a year-to-date increase of 389.07% [2] - Jimin Health has a market capitalization of 5.76 billion with a year-to-date increase of 61.56% [2] - Anglikang has a market capitalization of 8.31 billion with a year-to-date increase of 213.50% [2] - Huahai Pharmaceutical has a market capitalization of 31.4 billion with a year-to-date increase of 18.92% [2] - Frontier Biologics has a market capitalization of 5.544 billion with a year-to-date increase of 51.64% [2] - Hanyu Pharmaceutical has a market capitalization of 19.2 billion with a year-to-date increase of 68.35% [2] - Saily Medical has a market capitalization of 5.628 billion with a year-to-date increase of 270.91% [2] - Jiuzhou Pharmaceutical has a market capitalization of 18.5 billion with a year-to-date increase of 56.50% [2]

Core Viewpoint - The innovative drug concept stocks experienced a significant surge in early trading on October 15, with several companies reaching their daily price limits and notable increases in stock prices [1]. Group 1: Stock Performance - Angli康 reached the daily limit up, indicating strong investor interest [1]. - Guangshengtang saw a rise of over 10%, with a notable increase of 14.41% in its stock price [2]. - Other companies such as Saili Medical, Shutaishen, Rongchang Bio, and Lianhuan Pharmaceutical also experienced substantial gains, contributing to the overall positive trend in the innovative drug sector [1]. Group 2: Notable Stock Increases - Guangshengtang (300436) reported a stock increase of 116.94%, with a rise of 14.41% [2]. - Pinlikang (002940) increased by 41.20%, with a rise of 10.01% [2]. - Saili Medical (603716) saw a 27.12% increase, with an 8.35% rise [2]. - Shutaishen (300204) experienced a 34.77% increase, with a 7.88% rise [2]. - Jimin Health (603222) rose by 10.64%, with a 6.72% increase [2]. - Lianhuan Pharmaceutical (600513) increased by 20.21%, with a 6.37% rise [2]. - Rongchang Bio (688331) saw a 97.06% increase, with a 6.31% rise [2]. - Zhendong Pharmaceutical (300158) increased by 6.95%, with a 5.95% rise [2]. - Kangchen Pharmaceutical (035500) rose by 48.68%, with a 4.91% increase [2]. - Maiwei Niwu-U (688062) saw a 46.58% increase, with a 4.86% rise [2].