Core Viewpoint - Shandong Jincheng Pharmaceutical Group Co., Ltd. has made significant progress in expanding its overseas market, receiving key import licenses for its products in South Korea and Europe, indicating a rapid acceleration in its internationalization efforts [2][3]. Group 1: Product Approvals - Jincheng Tai'er Pharmaceutical Co., Ltd. received an import license for Progestin cream from the Korean Ministry of Food and Drug Safety (MFDS), marking its entry into the South Korean pharmaceutical market [2]. - The company also obtained a Certificate of Suitability (CEP) for Oseltamivir phosphate raw material from the European Medicines Agency, allowing it to sell in the European market [2][3]. - Additionally, the company received a DMF approval letter from the FDA for Posaconazole, which is crucial for entering the highly regulated U.S. raw material market [3]. Group 2: Market Potential - Progestin is the only marketed local estrogen with unique advantages, such as not stimulating endometrial proliferation and not increasing blood estrogen levels, with global sales projected to reach $104 million in 2024 [3]. - Oseltamivir, a leading antiviral drug, has a global sales figure exceeding $1 billion in 2024, with a raw material consumption of 92.31 tons, indicating a substantial market opportunity [3]. - The approval of Posaconazole is seen as a milestone for Jincheng Pharmaceutical to establish a presence in the U.S. and global antifungal raw material supply chain [3]. Group 3: Strategic Direction - The recent achievements in overseas market expansion reflect the company's transition from a focus on raw materials to a dual-driven model of "raw materials + formulations" [4]. - The company is actively exploring higher-level open cooperation and expanding into fields such as women's health technology and high-end anti-infection [4].

Core Viewpoint - Jin Cheng Pharmaceutical's subsidiary, Beijing Jin Cheng Tai Er Pharmaceutical Co., Ltd., has received an import license for Progestin Cream from the Korean Ministry of Food and Drug Safety, marking a significant regulatory achievement for the company in the international market [1] Company Summary - Jin Cheng Tai Er has obtained the import license for Progestin Cream, which is the only marketed estrogen with strict local action, used for treating atrophic changes in the vulva, vestibule, and vaginal area, as well as associated symptoms such as discomfort, itching, burning, and dryness [1] - The product addresses conditions related to Genitourinary Syndrome of Menopause (GSM), which occurs due to decreased estrogen and other hormone levels in women during and after menopause [1] Industry Summary - Local estrogen application is recommended as the first-line treatment for GSM according to domestic and international guidelines, with Progestin Cream being one of the options available [1] - The global sales figures for Progestin formulations are projected to be $78.10 million in 2022, $94.34 million in 2023, and $103.86 million in 2024, indicating a growing market for this therapeutic category [1]

Core Viewpoint - The company Jin Cheng Pharmaceutical has received an import license for Progestin Cream from the Korean Ministry of Food and Drug Safety, marking a significant step in expanding its product offerings in the treatment of Genitourinary Syndrome of Menopause (GSM) [1] Company Summary - Jin Cheng Pharmaceutical's wholly-owned subsidiary, Beijing Jin Cheng Tai Er Pharmaceutical Co., Ltd., has obtained the import license for Progestin Cream [1] - Progestin is currently the only marketed estrogen with strict local action, used for treating atrophic changes in the vulva, vestibule, and vaginal ring, as well as associated symptoms such as discomfort, itching, burning, and dryness [1] Industry Summary - The conditions treated by Progestin Cream are caused by decreased levels of estrogen and other sex hormones in women during the perimenopausal and postmenopausal periods, collectively referred to as Genitourinary Syndrome of Menopause (GSM) [1] - Guidelines both domestically and internationally recommend local estrogen use as the first-line treatment for GSM, with Progestin Cream being one of the options [1] - According to IMS data, global sales of Progestin formulations are projected to be $78.10 million in 2022, $94.34 million in 2023, and $103.86 million in 2024 [1]

格隆汇7月31日丨金城医药（维权）(300233.SZ)公布，公司之全资子公司北京金城泰尔制药有限公司(简 称"金城泰尔")于近日收到韩国食品药品安全部(简称"韩国MFDS")下发的普罗雌烯乳膏药品进口许可 证。 ...

Core Viewpoint - Jincheng Pharmaceutical's subsidiary, Beijing Jincheng Tail Pharmaceutical Co., has received an import license for Progestin Cream from the South Korean Ministry of Food and Drug Safety, marking a significant regulatory achievement for the company [1] Company Summary - Jincheng Pharmaceutical's subsidiary, Beijing Jincheng Tail Pharmaceutical Co., is now authorized to import Progestin Cream, which is currently the only marketed estrogen with strict local action [1]

智通财经7月31日电，金城医药(300233.SZ)公告称，公司全资子公司北京金城泰尔制药有限公司近日收 到韩国食品药品安全部下发的普罗雌烯乳膏药品进口许可证。该产品为严格局部作用的雌激素，用于外 阴、前庭部及阴道环部的萎缩性病变，以及由此引发的自觉症状。普罗雌烯乳膏获得韩国MFDS的药品 进口许可，标志着该产品获得了在韩国的准入资格，对公司拓展韩国医药市场具有积极影响，有利于促 进产品在海外市场的销售。 金城医药：子公司获得韩国药品进口许可证 ...

山东金城医药集团股份有限公司 关于子公司获得韩国药品进口许可证的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 山东金城医药集团股份有限公司之全资子公司北京金城泰尔制药有限公司 （以下简称"金城泰尔"）于近日收到韩国食品药品安全部（以下简称"韩国 MFDS"）下发的普罗雌烯乳膏药品进口许可证，现将相关情况公告如下： 一、证书基本信息 企业名称：北京金城泰尔制药有限公司 证券代码：300233 证券简称：金城医药 公告编号：2025-053 普罗雌烯是当前唯一上市的严格局部作用的雌激素，用于外阴、前庭部及 阴道环部的萎缩性病变，以及由此引发的以下自觉症状：不适、外阴瘙痒、灼 热、干燥。这类疾病均因女性在绝经过渡期及绝经后期妇女因雌激素和其他性 激素水平降低引起的，统称绝经生殖泌尿综合征（以下简称"GSM"）。国内外 相关指南将局部使用雌激素作为治疗 GSM 的首选方案，普罗雌烯乳膏为该方案 品种之一，作为严格局部作用的雌激素，该产品不刺激子宫内膜增生，没有增 加血雌激素水平的潜在风险。根据 IMS 数据查询，2022 年至 2024 年普罗雌烯制 剂全球销 ...

Core Viewpoint - Jincheng Pharmaceutical's subsidiary, Beijing Jincheng Tail Pharmaceutical Co., Ltd., has received the CEP certificate for Oseltamivir phosphate, indicating compliance with European Pharmacopoeia standards, which allows for sales in the European market [1] Company Summary - The CEP certificate enhances Jincheng Tail's product portfolio and supports its expansion into overseas markets, thereby increasing its competitiveness in the active pharmaceutical ingredient (API) market [1] - Oseltamivir phosphate is a selective neuraminidase inhibitor for influenza treatment, developed by Roche, and is available in various formulations including capsules, granules, and dry suspensions [1] Industry Summary - According to IMS data, the global sales of Oseltamivir formulations were $874 million in 2023, with an API consumption of 69.99 tons, projected to increase to $1.017 billion in 2024 with an API consumption of 92.31 tons [1]

Group 1 - RuiLian New Materials plans to terminate the raw material project of Weinan RuiLian Pharmaceutical due to uncertainties in the construction timeline of the second phase [1] - HaiDa Group reported a net profit of 2.639 billion yuan for the first half of 2025, a year-on-year increase of 24.16% [1] Group 2 - JinCheng Pharmaceutical's subsidiary received the CEP certificate for Oseltamivir phosphate chemical raw material from the European Medicines Agency [2] - WenFeng Co. announced that 124 million shares held by shareholder Zheng SuZhen will be judicially auctioned [3] Group 3 - ShanJin International plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [5] - XiDian Pharmaceutical's shareholders plan to reduce their holdings by up to 3% of the company's total shares [7] Group 4 - ZhongTung High-Tech's subsidiary intends to purchase assets from Wukuang Tungsten Industry for 135 million yuan [9] - ZhongTung High-Tech's subsidiary plans to implement a 1.4 billion micro-drill intelligent manufacturing project with an estimated total investment of 178 million yuan [10] Group 5 - TianYi Co. has been selected as the first candidate for two procurement projects by China Mobile, with a total share of 160% [11] - GuangKu Technology is planning a major asset restructuring and has suspended trading of its stock [13] Group 6 - FaShiLong's controlling shareholder plans to transfer part of its shares, with the stock resuming trading [14] - TaiGe Pharmaceutical's shareholder plans to reduce holdings by up to 3 million shares [15] Group 7 - DaLian ShengYa's controlling shareholder is set to change, with the stock resuming trading [16] - JuRan Smart Home announced the passing of its actual controller and CEO, Wang LinPeng [18] Group 8 - JingQuanHua's shareholder plans to reduce holdings by up to 1% of the company's total shares [19] - JiangTe Electric's control change has progressed, with the stock resuming trading [21] Group 9 - AiWei Electronics plans to issue convertible bonds to raise up to 1.901 billion yuan for various projects [22] - ShangWei New Materials stated that its stock price has significantly deviated from its current fundamentals [22] Group 10 - JingHe Integrated plans to invest 1.195 billion yuan in Anhui Jingmei to support its layout in the photomask industry [23]

Group 1: Company Performance - WuXi AppTec reported a net profit of 8.561 billion yuan for the first half of the year, a year-on-year increase of 101.92% [1] - The company's revenue for the first half reached 20.799 billion yuan, reflecting a growth of 20.64% year-on-year [1] - WuXi AppTec plans to distribute a cash dividend of 3.5 yuan per share to all shareholders [1] - The company has revised its revenue forecast for the full year to between 42.5 billion and 43.5 billion yuan [1] - SANY Heavy Industry plans to issue non-financial corporate debt financing tools not exceeding 20 billion yuan to optimize its financing structure [1] Group 2: Film Industry Impact - Happiness Blue Sea announced that the film "Nanjing Photo Studio" has surpassed 412 million yuan in cumulative box office, exceeding 50% of the company's audited revenue for the most recent fiscal year [2] - The film's impact on the company's revenue is currently negligible as it is still in theaters [2] Group 3: Corporate Actions - Zhonghua Equipment plans to issue shares to acquire 100% equity of two companies, marking a significant asset restructuring [2] - Dahua Intelligent is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure [3] - Shiming Technology's actual controller and chairman has been placed under detention due to personal matters unrelated to the company [4] Group 4: Financial Performance - Ju Chen Co. reported a net profit growth of 43.5% for the first half of the year [6] - Qizheng Tibetan Medicine's net profit increased by 9.94% year-on-year [6] - China Minmetals' new contract value decreased by 19.1% year-on-year [6] - Huicheng Environmental's net profit declined by 85.63% year-on-year [6] Group 5: Mergers and Acquisitions - Kaishan Holdings plans to acquire a minority stake in SMGP for 3 million USD [6] - Zhonghua International intends to purchase 100% equity of Nantong Xingchen Composite Materials Co., Ltd. [6] - Xiangdian Co. plans to acquire a 12.5% stake in Tongda Electromagnetic Energy for 208 million yuan [6]