福安药业（300194）(300194.SZ)公告，据国家医保局、人力资源社会保障部发布《关于印发 <国家基本 医疗保险 生育保险和工伤保险药品目录="生育保险和工伤保险药品目录"> (2025年)的通知》，公司下 属子公司产品帕拉米韦注射液被纳入《国家医保药品目录》。 ...

智通财经APP讯，福安药业(300194.SZ)公告，据国家医保局、人力资源社会保障部发布《关于印发<国 家基本医疗保险、生育保险和工伤保险药品目录>(2025年)的通知》，公司下属子公司产品帕拉米韦注 射液被纳入《国家医保药品目录》。 ...

格隆汇12月8日丨福安药业(300194.SZ)公布，国家医保局、人力资源社会保障部发布了《关于印发<国 家基本医疗保险、生育保险和工伤保险药品目录>（2025年）的通知》【医保发〔2025〕33号）】，福 安药业（集团）股份有限公司下属子公司产品新纳入药品名称：帕拉米韦注射液。新版《国家医保药品 目录》将于2026年1月1日起正式执行，药品纳入《医保目录》将对相关产品销售有积极作用，但对公司 未来业绩的影响暂无法准确估计，药品未来销售情况受医药行业政策变动、市场环境变化等影响，具有 不确定性。 ...

福安药业(300194)12月8日公告，下属子公司产品帕拉米韦注射液新纳入2025年《国家医保药品目 录》，用于治疗甲型或乙型流行性感冒。 ...

证券代码：300194 证券简称：福安药业 公告编号：2025-043 福安药业（集团）股份有限公司 关于公司产品纳入《国家医保药品目录》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、准确和完整，不存在虚假 记载、误导性陈述或者重大遗漏。 特此公告。 福安药业（集团）股份有限公司 董事会 二〇二五年十二月八日 一、新纳入《医保目录》药品基本情况 | 药品名称 | 药品分类 | 药品分类代码 | 编号 | 适应症 | | --- | --- | --- | --- | --- | | 帕拉米韦注射液 | 神经氨酶抑制剂（乙） | XJ05AH | 805 | 用于治疗甲型或乙 | | | | | | 型流行性感冒。 | 二、对公司的影响 新版《国家医保药品目录》将于 2026 年 1 月 1 日起正式执行，药品纳入《医 保目录》将对相关产品销售有积极作用，但对公司未来业绩的影响暂无法准确估 计，药品未来销售情况受医药行业政策变动、市场环境变化等影响，具有不确定 性。敬请广大投资者谨慎决策，注意投资风险。 2025 年 12 月 7 日，国家医保局、人力资源社会保障部发布了《关于印发< 国家基本医疗保险、 ...

融券方面，福安药业12月4日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，低于近一年40%分位水平，处于较低位。 机构持仓方面，截止2025年9月30日，福安药业十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股498.04万股，相比上期减少47.00万股。 资料显示，福安药业(集团)股份有限公司位于重庆市渝北区黄杨路2号，成立日期2004年2月25日，上市 日期2011年3月22日，公司主营业务涉及主要从事抗生素原料药及制剂的研发、生产和销售。主营业务 收入构成为：制剂类56.60%，原料药及中间体39.44%，其他(补充)3.55%，药品经销及其他0.41%。 截至11月28日，福安药业股东户数3.91万，较上期减少0.49%；人均流通股24753股，较上期增加 0.49%。2025年1月-9月，福安药业实现营业收入13.15亿元，同比减少34.08%；归母净利润1.66亿元，同 比减少44.87%。 12月4日，福安药业涨0.87%，成交额2.04亿元。两融数据显示，当日福安药业获融资买入额2755.94万 元，融资偿 ...

Core Insights - The approval of 51 drug varieties (70 specifications) through consistency evaluation reflects the growing strength of domestic pharmaceutical companies in research and development [1][23] - The first generic approvals for non-naloxone tablets and cefotolan piperazine granules indicate a competitive landscape in the pharmaceutical market, with significant sales potential for these drugs [6][13] Group 1: Non-naloxone Tablets - Non-naloxone tablets, developed by Bayer, are the first breakthrough drug for chronic kidney disease related to type 2 diabetes, with a projected global sales exceeding $500 million in 2024, marking a year-on-year growth of 89.21% [3][6] - Hunan Mingrui Pharmaceutical has secured the first generic approval for non-naloxone tablets, amidst over 30 companies that have submitted applications for generic versions [6][12] - The original patent for non-naloxone will not expire until 2028, limiting the market entry of generics unless patents are challenged [9][22] Group 2: Cefotolan Piperazine Granules - Cefotolan piperazine granules, originally developed by Meiji Seika Pharma, have been approved for domestic production, marking the first generic approval in this category [13][14] - The drug is a third-generation cephalosporin antibiotic with a strong efficacy against beta-lactamase-producing strains, and it has been in the Chinese market for nearly 10 years [13][14] - Currently, 14 companies have submitted applications for cefotolan piperazine granules, indicating a competitive market environment as more generics are expected to enter [19][21] Group 3: Market Dynamics - The rapid progress in domestic generic drug approvals is driven by early completion of consistency evaluations, allowing companies to gain market advantages [22] - The potential inclusion of non-naloxone tablets in centralized procurement by 2028 could significantly reduce treatment costs, from approximately 6 yuan to around 1 yuan [12][22] - The approval of these generics not only enhances patient access to affordable medications but also propels the domestic pharmaceutical industry towards innovation-driven, high-quality development [23]

Group 1 - The core point of the article is that Fu'an Pharmaceutical reported its number of shareholders as of November 28, totaling 39,120 households [2]

Group 1 - The core point of the article is that Fengyu Pharmaceutical has been identified as the first domestic generic manufacturer of Cefotolan Pivoxil Granules in China, apart from the original imported manufacturers [2] Group 2 - Investors inquired about the approval status of Cefotolan Pivoxil Granules on the investor interaction platform [2] - Fengyu Pharmaceutical confirmed its position as the first domestic generic manufacturer of the product [2]

Group 1 - The core point of the article is that Fujian Pharmaceutical Industry (300194.SZ) has announced that, apart from original research import manufacturers, Qingyutang is the first generic manufacturer of Cefotetan Granules in China [1]