Wind数据显示，截至10月9日记者发稿时，9月以来超170家医药生物行业上市公司接受机构调研。值得 关注的是，迈威生物、甘李药业等多家创新药企备受机构青睐。其中，创新药管线研发投入、研发进 展、BD(商务拓展)交易等是机构重点关注的话题。 机构表示，"创新+国际化"的产业趋势将保持不变，继续看好创新药主线。预计接下来，围绕2025年欧 洲肿瘤内科学会(ESMO)大会前后相关的临床数据披露与BD交易有望带来板块新一轮投资机遇。 创新药研发进展备受关注 根据Wind数据，截至10月9日记者发稿时，9月以来接受机构调研频次前十的医药生物公司中，迈威生 物获机构关注度最高，累计接受机构调研超330家次；甘李药业、兴齐眼药并列第二，接受机构调研频 次均为84家次；博瑞医药、恩华药业、信立泰等紧随其后，接受机构调研频次均在75家次以上。 兴齐眼药日前在机构调研中表示，目前公司的1类治疗用生物制品SQ-22031滴眼液已经完成Ⅰ期临床试 验，正在开展神经营养性角膜炎Ⅱ期临床试验。公司开发的SQ-129玻璃体缓释注射液已完成临床前研 究，经国家药品监督管理局审批后将开展用于治疗黄斑水肿的临床试验研究。"未来公司将持续加大在 ...

Core Insights - Over 170 pharmaceutical and biotechnology companies have been investigated by institutions since September, with a focus on innovative drug companies like Maiwei Biotech and Ganli Pharmaceutical, highlighting the trend of "innovation + internationalization" in the industry [1][6] Group 1: Company Research and Development - Maiwei Biotech has received the highest institutional attention, with over 330 institutional investigations, and recently signed exclusive licensing and preferred stock purchase agreements for the 2MW7141 project [2] - Ganli Pharmaceutical aims to become a large multinational pharmaceutical company and has been investing in innovative drug development for about a decade, focusing on technologies like PROTAC and ADC [2] - Xingqi Eye Medicine has completed Phase I clinical trials for its SQ-22031 eye drops and is conducting Phase II trials for neurotrophic keratitis [3] Group 2: AI Applications in Pharmaceuticals - Xiangsheng Medical is integrating AI and robotics in ultrasound technology to enhance cancer screening capabilities [4] - Haoyuan Pharmaceutical is developing an AI-driven drug screening platform and aims to improve operational efficiency through AI applications in drug development [4][5] - Enhua Pharmaceutical is exploring the use of AI in early-stage drug development and plans to establish a system for this purpose [5] Group 3: Market Outlook and Trends - The innovative drug sector is expected to maintain a high level of activity, with significant opportunities arising from clinical data disclosures and business development transactions around the 2025 ESMO conference [6] - The Chinese pharmaceutical industry has transitioned to a new growth model, with traditional companies like Heng Rui and Han Sen successfully pivoting to innovation [6] - The trend of "innovation + internationalization" remains a core direction for the pharmaceutical sector, with ongoing policy support expected to enhance the global competitiveness of domestic innovative drug companies [6]

Core Viewpoint - Xingqi Eye Pharmaceutical has received clinical trial approval for SQ-129 vitreous sustained-release injection, aimed at treating diabetic macular edema and macular edema caused by retinal vein occlusion, indicating potential for market entry as no similar products are currently approved in China [1][2]. Group 1: Product Development - SQ-129 is classified as a Class 2 modified new chemical drug, demonstrating good safety and clinical development value based on extensive research [1]. - The company has established a comprehensive product system covering ten categories of ophthalmic drugs, including treatments for myopia, dry eye, and infections [2]. - The R&D center has developed seven technical platforms and various evaluation technologies, enhancing the company's ability to convert technical achievements into marketable products [2]. Group 2: Clinical Trials and Approvals - As of mid-2025, the company has made significant progress in clinical trials, with multiple products at various stages, including the completion of Phase I trials for voriconazole eye drops and the initiation of Phase III trials for lidocaine eye gel [3]. - SQ-22031 eye drops have also progressed to Phase II trials for neurotrophic keratitis, which was included in China's rare disease list in 2023 [3]. Group 3: Market Position and Strategy - The company focuses on the high-tech, high-risk, and high-value characteristics of pharmaceutical products, emphasizing the long and complex process from clinical trials to market launch [2]. - Xingqi Eye Pharmaceutical is committed to actively advancing its R&D projects in compliance with national regulations and will disclose information based on development progress [2].

Group 1 - Jinli Permanent Magnet expects a net profit of 505 million to 550 million yuan for the first three quarters of 2025, representing a year-on-year increase of 157% to 179% [1] - Guangdong Mingzhu anticipates a net profit of 215 million to 263 million yuan for the first three quarters of 2025, with a year-on-year growth of 858.45% to 1,071.44% [1] - Guangda Special Materials forecasts a net profit of approximately 248 million yuan for the first three quarters of 2025, reflecting a year-on-year increase of about 213.92% [2] Group 2 - Taotao Vehicle expects a net profit of 580 million to 620 million yuan for the first three quarters of 2025, indicating a year-on-year growth of 92.46% to 105.73% [2] - Dongfang Wealth has set the initial transfer price at 24.40 yuan per share, which is an 8.9% discount from the closing price [3] - Ganfeng Lithium has established a complete integrated layout for solid-state batteries and possesses commercialization capabilities [3] Group 3 - Huahai Pharmaceutical's subsidiary has received acceptance for the marketing authorization application of a targeted IL-36R antibody, which is the first of its kind developed in China [4][5] - Xingqi Eye Medicine has obtained clinical trial approval for SQ-129, a sustained-release injection for treating diabetic macular edema [6] - Muyuan Foods has raised its forecast for piglet output in 2025 to a range of 12 million to 14.5 million heads [6] Group 4 - Tianhe Magnetic Materials plans to invest 900 million yuan in high-performance rare earth permanent magnet projects [6] - Qianli Technology reported a significant increase in new energy vehicle production, with 4,282 units produced in September 2025, a year-on-year increase of 975.88% [6] - Yongzhen Co. has signed a strategic cooperation agreement with BYD to provide aluminum alloy components for energy storage [6] Group 5 - Xingye Silver Tin's controlling shareholder has completed its restructuring plan without changing the control of the listed company [7] - Jiangxi Copper has experienced significant price increases in its main products, copper cathodes and gold [7] - Saisir has signed a framework agreement with ByteDance's Volcano Engine for collaboration in embodied intelligence [8] Group 6 - Luoyang Molybdenum's production and operational activities remain normal, with no significant fluctuations in production costs or sales [8] - Tongling Nonferrous Metals has reported significant price increases in its main products, copper cathodes and gold, with low processing fees for copper concentrate [8] - New Yisheng has set the initial transfer price at 328 yuan per share, reflecting a 6.6% discount from the closing price [9] Group 7 - Lichong Group has signed a strategic cooperation agreement with Weijing Intelligent to extend its business into humanoid robotics [10] - Poly Development plans to transfer 4.512 billion shares to Poly Group, making it the controlling shareholder [10] - Huajian Group's executives plan to collectively reduce their holdings by 1.05 million shares [10][11]

Core Viewpoint - The company has received approval from the National Medical Products Administration for the clinical trial of SQ-129 vitreous sustained-release injection, a modified new drug aimed at treating diabetic macular edema and macular edema caused by retinal vein occlusion [1] Group 1: Product Development - SQ-129 vitreous sustained-release injection is classified as a chemical drug type 2.2 modified new drug [1] - The clinical application is intended for (1) treatment of diabetic macular edema (DME) in adult patients; (2) treatment of macular edema caused by branch retinal vein occlusion (BRVO) or central retinal vein occlusion (CRVO) in adult patients [1] - The company has completed various studies, including pharmaceutical and non-clinical pharmacology and toxicology, demonstrating good safety and clinical development value for SQ-129 [1] Group 2: Market Context - Currently, there are no approved products in the domestic and international markets for SQ-129 [1]

Core Viewpoint - The company has received approval from the National Medical Products Administration for the clinical trial of SQ-129 vitreous sustained-release injection, which is a modified new drug in category 2.2 aimed at treating diabetic macular edema and macular edema caused by retinal vein occlusion [1] Group 1: Product Development - SQ-129 vitreous sustained-release injection is developed for treating adult patients with diabetic macular edema (DME) [1] - The injection is also intended for adult patients suffering from macular edema due to branch retinal vein occlusion (BRVO) or central retinal vein occlusion (CRVO) [1] - The company has completed various studies, including pharmaceutical and non-clinical pharmacology and toxicology, demonstrating good safety and clinical development value for SQ-129 [1] Group 2: Market Context - Currently, there are no approved products in the domestic and international markets for SQ-129 vitreous sustained-release injection [1]

（文章来源：第一财经） SQ-129玻璃体缓释注射液为公司研发的化学药品2.2类改良型新药，临床拟用于(1)治疗成年患者的糖尿 病性黄斑水肿（DME）；(2)治疗成年患者中由视网膜分支静脉阻塞（BRVO）或中央静脉阻塞 （CRVO）引起的黄斑水肿。根据化学药品2.2类改良型新药的有关要求，公司已经完成SQ-129玻璃体 缓释注射液药学及非临床药理毒理学等多方面的研究，研究结果表明SQ-129玻璃体缓释注射液具有良 好的安全性及临床开发价值。 目前国内外尚无该产品获批上市。根据我国药品注册相关法律法规要求，公司在取得药物临床批准后， 须按照批件内容进行临床研究并经国家药品监督管理局审批通过后方可上市。 兴齐眼药公告，公司近日收到国家药品监督管理局签发的关于SQ-129玻璃体缓释注射液的《药物临床 试验批准通知书》。 ...

格隆汇10月9日丨兴齐眼药(300573.SZ)公布，收到国家药品监督管理局签发的关于SQ-129玻璃体缓释注 射液的《药物临床试验批准通知书》。SQ-129玻璃体缓释注射液为公司研发的化学药品2.2类改良型新 药，临床拟用于(1)治疗成年患者的糖尿病性黄斑水肿（DME）；(2)治疗成年患者中由视网膜分支静脉 阻塞（BRVO）或中央静脉阻塞（CRVO）引起的黄斑水肿。 ...

Core Viewpoint - The company has received approval from the National Medical Products Administration for clinical trials of SQ-129, a vitreous body sustained-release injection aimed at treating diabetic macular edema (DME) and macular edema caused by branch retinal vein occlusion (BRVO) or central retinal vein occlusion (CRVO) [1] Summary by Categories Product Development - SQ-129 is classified as a Class 2 modified new chemical drug and has completed various studies including pharmaceutical and non-clinical pharmacology and toxicology, demonstrating good safety and clinical development value [1] - There are currently no approved products of this kind available in the domestic and international markets [1]

证券代码：300573 证券简称：兴齐眼药 公告编号：2025-052 沈阳兴齐眼药股份有限公司 关于SQ-129玻璃体缓释注射液获得临床试验批准通知书 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、完整，没有 虚假记载、误导性陈述或重大遗漏。 近日，沈阳兴齐眼药股份有限公司（以下简称"公司"）收到国家药品监督 管理局签发的关于 SQ-129 玻璃体缓释注射液的《药物临床试验批准通知书》。现 将相关情况公告如下： 一、药品基本情况 药品名称：SQ-129 玻璃体缓释注射液 适应症（1）：本品适用于治疗成年患者的糖尿病性黄斑水肿（DME）。 适应症（2）：本品适用于治疗成年患者中由视网膜分支静脉阻塞（BRVO）或 中央静脉阻塞（CRVO）引起的黄斑水肿。 通知书编号：2025LP02615 剂型：注射剂 申请事项：境内生产药品注册临床试验 注册分类：化学药品 2.2 类 申请人：沈阳兴齐眼药股份有限公司 审批结论：根据《中华人民共和国药品管理法》及有关规定，经审查，2025 年 7 月 17 日受理的 SQ-129 玻璃体缓释注射液临床试验申请符合药品注册的有关 要求，同意开展临床试验。 通知书编 ...