Group 1 - The company Hongri Pharmaceutical (300026) has completed Phase IIb clinical research for its first-class new drug KB [1] - Another first-class chemical new drug PD-L1 is currently in Phase I clinical research [1]

Core Viewpoint - The company has successfully passed the preliminary formal review of the drug application for PTS (Toluene Sulfonamide Injection) by the National Healthcare Security Administration, but this does not guarantee inclusion in the national basic medical insurance catalog or commercial insurance innovative drug catalog [1] Group 1 - The drug application materials for PTS have passed the initial formal review by the National Healthcare Security Administration [1] - The review ensures that the submitted drug meets the application criteria and verifies the completeness and standardization of the application materials [1] - Further steps, including expert review and negotiation, are required before the drug can be included in the insurance catalog [1]

Group 1 - The Chinese medicine ETF (159647) has seen a continuous inflow of funds, totaling 30.03 million yuan over the past five days, with a net inflow of 22.14 million yuan since August [1] - The China Traditional Chinese Medicine Index (930641) has increased by 0.77%, with notable gains from companies such as Kang En Bei (600572) up 5.41% and Zhong Sheng Pharmaceutical (002317) up 4.80% [1] - The release of the "Chinese Atrial Fibrillation Management Guidelines (2025)" recommends the use of Tongluo drugs, specifically the Shen Song Yang Xin capsule, for maintaining sinus rhythm in paroxysmal atrial fibrillation [1] Group 2 - Jiang Hai Securities highlights that the labeling of expiration dates on traditional Chinese medicine pieces enhances product transparency, boosting consumer confidence and potentially expanding the market [2] - The top ten weighted stocks in the China Traditional Chinese Medicine Index account for 54.58% of the index, with major companies including Yunnan Baiyao (000538) and Tong Ren Tang (600085) [2] - The Chinese medicine ETF closely tracks the China Traditional Chinese Medicine Index, which reflects the overall performance of listed companies involved in the production and sale of traditional Chinese medicine [2]

截至8月7日收盘，血氧仪概念上涨1.62%，位居概念板块涨幅第5，板块内，15股上涨，晶华微、爱朋 医疗、宝莱特等涨幅居前，分别上涨14.41%、8.45%、3.51%。跌幅居前的有华盛昌、长虹美菱、红日 药业等，分别下跌2.11%、0.82%、0.72%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 稀土永磁 | 3.24 | 减肥药 | -1.70 | | 脑机接口 | 2.69 | CRO概念 | -1.66 | | 高压氧舱 | 2.56 | 创新药 | -1.41 | | 太赫兹 | 1.65 | 仿制药一致性评价 | -1.34 | | 血氧仪 | 1.62 | 重组蛋白 | -1.29 | | 存储芯片 | 1.40 | 中船系 | -1.28 | | MCU芯片 | 1.18 | 阿尔茨海默概念 | -1.18 | | 无线耳机 | 1.08 | 特钢概念 | -1.02 | | 汽车芯片 | 1.02 | 细胞免疫治疗 | -1.02 | | DRG/DIP | 1.00 | PET铜箔 ...

（编辑 袁冠琳） 证券日报网讯 红日药业7月31日在互动平台回答投资者提问时表示，血必净注射液的适应症是用于温热 类疾病，症见发热、喘促、心悸、烦燥等瘀毒互结证；适用于因感染诱发的全身炎症反应综合征；也可 配合治疗多器官功能失常综合征的脏器功能受损期，临床主要用于重症医学科、感染性疾病科、急诊 科、呼吸内科、心血管内科等。 ...

证券日报网讯红日药业（300026）7月31日在互动平台回答投资者提问时表示，产品一致性评价过程中 的审评发补是国家药监局审评中心正常审评环节。公司将按照法律法规进行信息披露。 ...

格隆汇7月31日丨红日药业(300026.SZ)在投资者互动平台表示，公司暂无驱蚊方面的药物。 ...

格隆汇7月31日丨红日药业(300026.SZ)在投资者互动平台表示，公司暂无驱蚊方面的药物。 ...

Core Viewpoint - The company is facing scrutiny regarding its ability to pass the consistency evaluation for its injectable thymosin alpha-1, with concerns raised about its research and development capabilities in a competitive pharmaceutical environment [1] Group 1: Company Response - The company acknowledged the investor's concerns and clarified that the delay in the consistency evaluation process is a normal part of the review procedure by the National Medical Products Administration [1] - The company emphasized its commitment to comply with legal and regulatory requirements for information disclosure [1]

Core Viewpoint - The concept of generic drug consistency evaluation has seen a rise of 2.73%, ranking fifth among concept sectors, with significant inflows of capital into various stocks within this sector [1][2]. Group 1: Market Performance - As of July 1, the generic drug consistency evaluation concept experienced a 2.73% increase, with 120 stocks rising, including top performers like Fengyuan Pharmaceutical, Guizhou Bailing, and Anglikang, which hit the daily limit [1]. - The leading gainers in this sector included Yuekang Pharmaceutical (up 15.55%), Yipinhong (up 14.72%), and Hongri Pharmaceutical (up 8.13%) [1][2]. - Conversely, the stocks with the largest declines were Yiming Pharmaceutical, Yongtai Technology, and *ST Suwu, which fell by 2.16%, 1.71%, and 0.79% respectively [1]. Group 2: Capital Inflows - The generic drug consistency evaluation sector attracted a net inflow of 829 million yuan, with 74 stocks receiving capital inflows, and 13 stocks seeing over 50 million yuan in net inflows [2]. - The stock with the highest net inflow was Yipinhong, which saw 168 million yuan, followed by Guizhou Bailing and Huahai Pharmaceutical with net inflows of 158 million yuan and 135 million yuan respectively [2][3]. - The top three stocks by net inflow ratio were Fengyuan Pharmaceutical (24.78%), Guizhou Bailing (17.80%), and Huahai Pharmaceutical (14.87%) [3]. Group 3: Stock Performance Metrics - Yipinhong had a daily increase of 14.72% with a turnover rate of 5.65% and a net capital flow of approximately 168 million yuan [3]. - Guizhou Bailing increased by 10.04% with a turnover rate of 13.11% and a net capital flow of about 158 million yuan [3]. - Huahai Pharmaceutical rose by 5.74% with a turnover rate of 3.26% and a net capital flow of around 135 million yuan [3].