证券日报网讯2月6日，红日药业（300026）在互动平台回答投资者提问时表示，互动易平台是上市公司 与投资者交流的平台，对于投资者提问，公司会积极、务实、审慎地回复。对于个别提问中出现的蹭热 点、传播不实信息、灌水式的提问、可能对中小投资者产生误导或可能影响股东利益的提问，公司会谨 慎地甄别和处理。公司也希望广大投资者和公司一起，共同维护互动易平台的严肃性，维护投资者和股 东利益。 ...

注射用甲磺酸萘莫司他用于改善胰腺炎的急性症状；治疗弥散性血管内凝血综合征（DIC）；用于防止 有出血性病变或出血倾向的患者血液体外循环时灌流血液的凝固（血液透析和血浆置换）。同时，注射 用甲磺酸萘莫司他为新型的蛋白酶抑制剂，对胰蛋白酶、补体系统、凝血纤溶系统及血小板凝集，具有 强力且广泛的抑制作用。通过可逆性抑制胰蛋白酶样丝氨酸蛋白酶发挥药理作用。 格隆汇2月6日丨红日药业(300026.SZ)公布，近日收到国家药品监督管理局下发的药物临床试验批准通 知书。根据《中华人民共和国药品管理法》及有关规定，经国家药监局审查，公司申报的注射用甲磺酸 萘莫司他符合药品注册的有关要求，同意本品开展临床试验。 ...

Core Viewpoint - Hongri Pharmaceutical has received approval from the National Medical Products Administration for clinical trials of its injectable drug, Nirmatrelvir Mesylate, which is aimed at preventing blood coagulation during extracorporeal circulation [1] Group 1: Drug Approval and Specifications - The drug is classified as a Class 3 chemical drug and is specified in a dosage of 50mg [1] - The approved indication for the drug includes the prevention of blood coagulation during extracorporeal circulation [1] Group 2: Additional Benefits - Nirmatrelvir Mesylate is also noted for its potential to improve symptoms of pancreatitis, indicating its broader therapeutic applications as a novel protease inhibitor [1]

天津红日药业股份有限公司 天津红日药业股份有限公司 关于注射用甲磺酸萘莫司他获得药物临床试验批件的公告 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。 天津红日药业股份有限公司（以下简称"公司"）于近日收到国家药品监督 管理局（以下简称"国家药监局"）下发的药物临床试验批准通知书（通知书编 号：2026LP00325）。根据《中华人民共和国药品管理法》及有关规定，经国家 药监局审查，公司申报的注射用甲磺酸萘莫司他符合药品注册的有关要求，同意 本品开展临床试验。现将相关情况公告如下： 一、药品基本情况 药品名称：注射用甲磺酸萘莫司他 剂型：注射剂 证券代码：300026 证券简称：红日药业 公告编号：2026-005 注射用甲磺酸萘莫司他用于改善胰腺炎的急性症状；治疗弥散性血管内凝血 综合征（DIC）；用于防止有出血性病变或出血倾向的患者血液体外循环时灌流血 液的凝固（血液透析和血浆置换）。同时，注射用甲磺酸萘莫司他为新型的蛋白 1 规格：50mg 注册分类：化药3类 申请事项：临床试验 持有人：天津红日药业股份有限公司 受理号：CYHL2500211 审批结论 ...

Group 1 - The Chinese medicine (core stocks) sector experienced a significant rise, with notable increases in stock prices for companies such as Zhendong Pharmaceutical (+19.16%) and Shengwugu (+13.86%) [1][2] - The Ministry of Industry and Information Technology and seven other departments recently issued the "Implementation Plan for the High-Quality Development of the Chinese Medicine (Core Stocks) Industry (2026-2030)", aiming to establish a collaborative development system for the entire industry chain by 2030 [2][3] Group 2 - The plan outlines six major actions, including improving raw material quality and supply, enhancing manufacturing capabilities, and promoting the revitalization of the national medicine industry, with 15 specific tasks to be implemented [3] - The initiative aims to cultivate 60 high-standard Chinese medicine raw material production bases and support the establishment of 10 major traditional Chinese medicine varieties, while also promoting innovation in Chinese medicine products [3][4] Group 3 - Companies involved in the planting and processing of Chinese medicinal materials are expected to benefit from the establishment of high-standard production bases and the development of modern seed industries, leading to standardized and large-scale growth opportunities [4] - Firms focusing on innovative research and development in Chinese medicine will gain from the encouragement of AI and big data technologies, which will facilitate the transformation of classic formulas into innovative drugs [4][5] Group 4 - The plan includes the construction of 20 smart factories and 10 green factories, which will enhance production efficiency and product quality through digital transformation [4][5] - Companies like Te Yi Pharmaceutical and Hongri Pharmaceutical are positioned to benefit from the promotion of traditional Chinese medicine products and the digitalization of manufacturing processes, respectively [6]

Core Viewpoint - The Chinese traditional medicine sector is experiencing a significant boost due to favorable policies, leading to a strong market performance and increased trading volume in related ETFs and stocks [1][5]. Policy Developments - On February 5, eight departments jointly issued the "Implementation Plan for the High-Quality Development of the Traditional Chinese Medicine Industry (2026-2030)," outlining goals and measures for the next five years to enhance the entire industry chain [5]. - The plan aims to establish a collaborative development system for the traditional Chinese medicine industry by 2030, focusing on stable supply of key raw materials, technological breakthroughs, and the cultivation of leading enterprises [5]. Market Performance - The leading traditional Chinese medicine ETF (560080) opened with a jump of over 2%, marking a strong upward trend with significant trading volume exceeding 160 million yuan within the first 20 minutes of trading [1]. - Notable stocks in the sector include Longshen Rongfa, Shanghai Kaibao, and Panlong Pharmaceutical, which saw increases of over 6%, while Hongri Pharmaceutical and Yiling Pharmaceutical rose by over 5% and 4%, respectively [2][3]. Investment Opportunities - Pacific Securities highlights the rapid growth of the traditional Chinese medicine market, driven by comprehensive policy support across various aspects, including registration, quality control, and cultural promotion [6]. - The sector is expected to benefit from a recovery in consumer demand, particularly due to aging demographics and increased health awareness, which will drive sales of consumer-oriented traditional Chinese medicine products [8]. Strategic Focus Areas - Three main investment themes are identified: 1. Price governance, focusing on companies with competitive advantages that can benefit from price reductions [8]. 2. Consumption recovery, driven by macroeconomic improvement and increased domestic demand [10]. 3. State-owned enterprise reform, which presents opportunities for performance improvement through efficiency gains [10]. Future Outlook - The traditional Chinese medicine industry is anticipated to undergo a reshuffling, with a focus on classic formulations and evidence-based medicine, positioning leading companies favorably for future growth [7].

截至2026年2月4日收盘，红日药业(300026)报收于3.65元，上涨1.11%，换手率1.4%，成交量38.26万 手，成交额1.39亿元。 董秘最新回复 投资者： 上证指数逼近4200点，公司股价却长期徘徊3元区间，4年跌超60%，董秘将其归咎于二级市 场波动是否在回避核心问题？核心KB新药IIb期后停滞超6年无III期进展，口服PD-L1临床多年无实质披 露，创新药管线全面躺平；业绩严重依赖血必净，配方颗粒受集采下滑，2024年净利暴跌95.76%。请 正面回应：1.创新药研发停滞的具体原因？2.如何摆脱单品依赖、扭转业绩颓势？3.将采取哪些可量化 的稳股价措施？ 董秘： 您好，公司业务布局可大致分为中药配方颗粒、成品药、医疗器械、原辅料、医疗健康服务和 药械智慧供应链。公司在巩固核心产品市场地位的同时，积极推动配方颗粒业务提质增效，以应对集采 政策影响。感谢您的关注！ 投资者： 董秘：本人系公司多年股东，就控股股东成都兴城（国资）履职失职问题严正质询：1. 入主6 年未有效改善公司治理，子公司失信、补缴税款3383万，内控存重大瑕疵，国资监管为何缺位？2. 业绩 连年下滑、核心产品依赖单一、创新药 ...

（文章来源：证券日报） 证券日报网讯 2月4日，红日药业在互动平台回答投资者提问时表示，公司高度重视股东权益，持续致 力于完善公司治理结构，健全内部控制体系，优化成本管控，提升上市公司的盈利能力，保护中小股东 权益。 ...

（文章来源：证券日报） 证券日报网讯 2月2日，红日药业在互动平台回答投资者提问时表示，公司始终严格履行信息披露义 务，若项目进展达到披露标准将第一时间发布公告。 ...

Core Viewpoint - The company expresses confidence in its development, attributing this to a focus on its core business, continuous implementation of operational plans, and strengthening of core competitiveness [1] Group 1 - The company is committed to its main business operations [1] - The management is actively working on executing operational plans [1] - The company aims to enhance its core competitiveness [1] - The focus on these areas is intended to solidify the company's value [1]