证券日报网讯 11月20日晚间，陇神戎发发布公告称，公司控股子公司甘肃普安制药股份有限公司因 《药品生产许可证》有效期即将届满而提前办理了换证手续，于近日收到由甘肃省药品监督管理局核准 换发的《药品生产许可证》。 （编辑 楚丽君） ...

Group 1 - EVE Energy signed a procurement framework agreement with its affiliate, Smoore International, for continuous procurement of battery cells starting from January 1, 2026 [1] - Zhaoyi Information plans to issue H-shares and list on the Hong Kong Stock Exchange [1] - Fuke Environmental announced a change in its stock abbreviation to "Fuke Technology" effective November 26 [1] Group 2 - Dajia Weikang's shareholder and director terminated a share reduction plan ahead of schedule, having reduced 1% of total shares [2] - Aohong Electronics received approval from the China Securities Regulatory Commission for the issuance of convertible bonds [2] - Yingfeng Environment's controlling shareholder plans to issue exchangeable bonds not exceeding 1 billion yuan [2] Group 3 - Longshen Rongfa's subsidiary obtained a renewed drug production license covering various pharmaceutical products [4] - Xinhua News' subsidiary invested 15 million yuan in a fund with a total commitment of 221 million yuan [5] - Guang'an Aizhong appointed two new deputy general managers [6] Group 4 - Fosun Pharma's subsidiary's drug for gastric cancer treatment was included in the breakthrough therapy program by the National Medical Products Administration [7] - Nanjiao Foods reported a significant decline in October net profit due to rising raw material costs [8] - Nanfeng Co. won two nuclear power project bids totaling 928.7 million yuan [10] Group 5 - Puluo Pharmaceutical received a drug registration certificate for its Cefdinir capsules [11] - Liming Co.'s subsidiary received environmental approval for a new pesticide raw material project [12] - Longhua New Materials' expansion project for polyether polyols has commenced trial production [13] Group 6 - Pumen Technology's products received IVDR CE certification from TÜV Rheinland [15] - China Chemical reported new contracts worth 312.67 billion yuan from January to October [18] - China Nuclear Construction achieved new contracts totaling 123.84 billion yuan as of October [19] Group 7 - Changshu Bank's executives plan to purchase at least 550,000 shares of the bank [20] - Shandong Steel's subsidiary is applying for bankruptcy liquidation to focus on core business [21] - Huakang Clean is expected to win a bid for a purification system project worth 176 million yuan [23] Group 8 - Huawu Co. plans to internally transfer subsidiary equity [24] - Tianen Kang's subsidiary received clinical trial acceptance for a new drug [26] - Tianyi Medical's subsidiary obtained a medical device registration certificate for a blood dialysis product [27] Group 9 - Xuelang Environment is facing a pre-restructuring application from creditors [27] - Chitianhua's subsidiary resumed production after passing safety inspections [28] - Huaping Co.'s director plans to reduce 0.03% of company shares [30] Group 10 - Xizhuang Co. plans to establish a wholly-owned subsidiary in Singapore [31] - Ruisheng Intelligent's subsidiary won a 60.23 million yuan ICT project bid [32] - Junyi Digital plans to invest 120 million yuan in Guanghong Precision [33] Group 11 - Fuguang Co.'s controlling shareholder plans to increase holdings between 80 million to 150 million yuan [34] - Ganyue Express reported a 13.68% increase in logistics revenue in October [39] - Jiangsu Sop terminated its 2025 private placement plan [41] Group 12 - Langke Intelligent's shareholders plan to reduce a total of 1.68% of company shares [42] - Yuantong Express reported an 8.97% increase in express product revenue in October [45] - Jinbei Automotive plans to invest 158 million yuan to acquire 52% of Zhongtuo Technology [46]

证券代码：300534 证券简称：陇神戎发 公告编号：2025-078 甘肃陇神戎发药业股份有限公司 关于控股子公司取得换发后的《药品生产许可证》的公告 企业负责人：王明宏 质量负责人：陈双明 生产地址和生产范围：甘肃省武威市凉州区黄羊生态工业（食品）示范园农 大北路 1 号：合剂，膜剂，原料药（盐酸纳洛酮），前处理、提取*** 有效期至：2030 年 11 月 13 日 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。 甘肃陇神戎发药业股份有限公司（以下简称"公司"）控股子公司甘肃普安 制药股份有限公司（以下简称"普安制药"）因《药品生产许可证》有效期即将 届满而提前办理了换证手续，于近日收到由甘肃省药品监督管理局核准换发的 《药品生产许可证》，现将有关情况公告如下： 一、换发后的《药品生产许可证》基本信息 企业名称：甘肃普安制药股份有限公司 社会信用代码：91620600762352467T 注册地址：甘肃省武威市凉州区黄羊生态工业（食品）示范园农大北路 1 号 法定代表人：王明宏 特此公告。 甘肃陇神戎发药业股份有限公司董事会 许可证编号：甘 201600 ...

Core Viewpoint - The company is focusing on its main business while expanding its product offerings in traditional Chinese medicine, particularly in the herbal medicine segment [1] Group 1: Company Strategy - The company is actively selling its main products, including Yuanhu Zhitong Diban and Xuanfei Zhiso Heji, while also developing its herbal medicine business [1] - The company has not yet participated in centralized procurement for its herbal medicine products and is monitoring related policies and market dynamics [1] Group 2: Market Positioning - The company aims to align its herbal medicine business with market demand and its strategic planning to create value for itself and its shareholders [1]

Core Insights - The company is focusing on its main business while actively expanding its traditional Chinese medicine (TCM) decoction pieces segment to enrich its product structure [1] - The company has not yet participated in the centralized procurement (集采) for TCM decoction pieces and will continue to monitor procurement policies and market demand [1] Group 1 - The company is currently selling key products such as Yuanhu Zhitong Droplets and Xuanfei Zhiso Mixture while developing its TCM decoction pieces business [1] - The centralized procurement policy has expanded to include 86 varieties of TCM decoction pieces, indicating a growing market scale and increasing importance among listed companies [3] - The company aims to create value for itself and its shareholders through a strategic layout in the TCM decoction pieces market [1]

Core Viewpoint - The stock of Longshen Rongfa has shown a mixed performance with a year-to-date increase of 22.06%, but a recent decline over the past 60 days, indicating potential volatility in the market [1]. Financial Performance - For the period from January to September 2025, Longshen Rongfa reported a revenue of 647 million yuan, representing a year-on-year decrease of 19.71%. However, the net profit attributable to shareholders increased by 9.13% to 27.03 million yuan [2]. - Cumulative cash dividends since the company's A-share listing amount to 42.64 million yuan, with 24.27 million yuan distributed over the past three years [3]. Shareholder Information - As of October 31, 2025, the number of shareholders for Longshen Rongfa decreased by 2.52% to 27,100, while the average number of tradable shares per shareholder increased by 2.59% to 11,147 shares [2]. - The fifth largest circulating shareholder is Huatai-PB Asset Management's Zhongzheng Traditional Chinese Medicine ETF, which holds 1.33 million shares, an increase of 351,800 shares compared to the previous period [3]. Market Activity - On November 11, the stock price of Longshen Rongfa rose by 2.13% to 10.57 yuan per share, with a trading volume of 65.20 million yuan and a turnover rate of 2.07%. The total market capitalization stands at 3.206 billion yuan [1]. - The net inflow of main funds was 2.31 million yuan, with significant buying activity from large orders [1]. Business Overview - Longshen Rongfa, established on June 3, 2002, and listed on September 13, 2016, primarily engages in the production and sales of traditional Chinese medicine, with 86.53% of its revenue derived from pharmaceutical sales [1]. - The company operates within the pharmaceutical and biological industry, specifically in the traditional Chinese medicine sector [1].

Core Insights - Longshen Rongfa has received the Medical Device Registration Certificate for its blood dialysis powder, marking its entry into the medical device sector and filling a market gap in the northwest region of China [1][2] Company Developments - The product's registration certificate is valid from November 5, 2025, to November 4, 2030, indicating a long-term commitment to the medical device market [1] - Longshen Rongfa is the first company in the northwest provinces of Gansu, Qinghai, Ningxia, and Xinjiang to successfully obtain this registration, enhancing its competitive position [1] - The blood dialysis powder is designed for both acute and chronic renal failure treatments and is compatible with various brands of dialysis machines, addressing a wide range of patient needs [1] Market Potential - According to the Chinese Medical Association, the total number of dialysis patients in mainland China is projected to reach 1.183 million in 2024, with 1.027 million undergoing blood dialysis, indicating a growing market for dialysis-related products [2] - The company is also advancing the construction of production lines and obtaining production licenses for related products, including blood dialysis concentrates, which will further expand its product offerings and revenue streams [2] - The anticipated launch of these products is expected to create new profit growth points and support the company's long-term development strategy [2]

Core Viewpoint - Longshen Rongfa has recently obtained a medical device registration certificate for its blood dialysis powder, which is expected to enhance the company's product structure and create new profit growth points, positively impacting its future development [1][2]. Group 1: Product Development - The blood dialysis powder is designed for the treatment of acute and chronic renal failure and has been widely used in clinical settings [1]. - The product's registration certificate is valid from November 5, 2025, to November 4, 2030, indicating a long-term approval for market entry [1]. - The registered product has a specific ion concentration model of "Potassium 2.0, Calcium 1.5" and is available in various packaging sizes, including single-use, five-use, and ten-use formats, compatible with most dialysis machines [1]. Group 2: Market Position and Impact - Longshen Rongfa is the first company in the northwest provinces of Gansu, Qinghai, Ningxia, and Xinjiang to successfully obtain this product registration certificate, marking its entry into the medical device sector [2]. - The approval is expected to contribute to the development of the medical device industry in the northwest region of China [2].

Core Insights - Gansu Longshen Rongfa Pharmaceutical Co., Ltd. has recently obtained the Medical Device Registration Certificate for its blood dialysis dry powder from the National Medical Products Administration, valid from November 5, 2025, to November 4, 2030 [2] - This marks the first successful registration of such a product by a company in the northwest provinces of China, indicating the company's entry into the medical device sector while continuing its focus on traditional Chinese medicine [2] - The registration is expected to enhance the company's product portfolio, create new profit growth points, and improve its overall competitiveness [2] Company Developments - The blood dialysis dry powder is widely used in clinical settings for treating acute and chronic renal failure, with the specific ion concentration model registered being "Potassium 2.0, Calcium 1.5" [2] - The product is available in various packaging options, catering to the needs of most patients and dialysis centers [2] - The company is also advancing its production line construction and production licensing for related products, including blood dialysis concentrated solutions, aiming for high-quality development [3] Industry Context - According to the Chinese Medical Association of Nephrology, the total number of dialysis patients in mainland China is projected to reach 1.183 million in 2024, with blood dialysis patients accounting for 1.027 million and new patients numbering 220,300 [3] - This indicates a rapid increase in the incidence of end-stage renal disease and the growing prevalence of dialysis treatment in the region [3]

Group 1 - Fangzheng Technology's subsidiary plans to invest 1.364 billion yuan in an AI expansion project in Chongqing to quickly increase production capacity [1] - The current production capacity at the Chongqing base cannot meet customer order demands, necessitating this investment [1] - The expansion aims to strategically optimize product structure and enhance the company's ability to meet the needs of high-end clients in AI, cloud computing, and big data sectors [1] Group 2 - Huadian Technology signed a contract worth approximately 3.415 billion yuan for a 1 million kW offshore wind power project, which constitutes about 45.29% of the company's latest audited revenue [2] - This contract is expected to have a positive impact on the company's operating performance [2] Group 3 - ST Huayun applied to revoke other risk warnings after receiving a penalty notice from the China Securities Regulatory Commission for false reporting from 2018 to 2022 [3] - The company has completed a review and found no conditions warranting the risk warning, thus meeting the criteria for revocation [3] Group 4 - Meihua Biological's controlling shareholder was sentenced to three years in prison (suspended for five years) for manipulating the securities market, but this matter does not affect the company's operations [4] - The company confirmed that its production and business activities remain normal despite the legal issues surrounding the shareholder [4] Group 5 - Shanghai Xiba's board members are under investigation for suspected short-term trading, but this investigation is personal and will not significantly impact the company's daily operations [5] Group 6 - Changcheng Technology terminated plans for a change in control due to a lack of consensus on key matters, and its stock will resume trading on November 10, 2025 [6] Group 7 - Hefei China reported a 23.91% year-on-year decline in consolidated revenue for the period from January to October 2025, totaling 587 million yuan [8] Group 8 - Various companies are involved in significant project wins and collaborations, including Rayco Defense acquiring minority stakes in a subsidiary and several companies winning contracts for large-scale projects [13]