北京商报讯（记者 王寅浩 实习记者 宋雨盈）8月14日，同和药业发布公告称，公司近日收到江西省药 品监督管理局药品GMP符合性检查结果告知书，此次检查的原料药美阿沙坦钾符合药品GMP。公告显 示，美阿沙坦钾适用于治疗成人原发性高血压。 ...

Group 1 - The company, Tonghe Pharmaceutical, has received a compliance inspection result from the Jiangxi Provincial Drug Administration regarding the GMP (Good Manufacturing Practice) for its raw material drug, Amlodipine Potassium [1] - The inspection confirmed that Amlodipine Potassium meets the GMP standards, which is essential for the treatment of adult primary hypertension [1]

每经AI快讯，8月14日，同和药业（300636）(300636.SZ)公告称，公司于近日收到江西省药品监督管理 局的药品GMP符合性检查结果告知书，获悉公司本次检查的原料药美阿沙坦钾符合药品GMP。此次检 查有利于公司拓展产品在国内市场的销售，形成国内国外市场同步销售的良好格局。但受市场环境等因 素影响，具体销售情况存在一定不确定性。公司将按照相关法律法规的要求对后续进展情况履行信息披 露义务。 ...

同和药业公告，公司原料药美阿沙坦钾通过药品GMP符合性检查，有利于公司拓展产品在国内市场的 销售，形成国内国外市场同步销售的良好格局。美阿沙坦钾适用于治疗成人原发性高血压。 ...

证券代码：300636 证券简称：同和药业 公告编号：2025-041 江西同和药业股份有限公司 | 企业名称 | 江西同和药业股份有限公司 | | --- | --- | | 生产地址 | 江西奉新高新技术产业园区天工大道888号 | | 检查范围 | 原料药（美阿沙坦钾） | | 检查日期 | 2025年5月17-19日 | | 检查结论 | 此次检查原料药（美阿沙坦钾）符合药品GMP | 美阿沙坦钾适用于治疗成人原发性高血压。 公司原料药美阿沙坦钾通过药品GMP符合性检查，有利于公司拓 展产品在国内市场的销售，形成国内国外市场同步销售的良好格局。 受市场环境等因素影响，上述原料药品种的具体销售情况存在一 定的不确定性，公司将按照相关法律法规的要求对后续进展情况履行 信息披露义务。敬请广大投资者理性投资，注意投资风险。 特此公告。 江西同和药业股份有限公司董事会 关于公司通过药品 GMP 符合性检查的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 江西同和药业股份有限公司（以下简称"公司")于近日收到江 西省药品监督管理局的"江西省药品监督管理局药品 ...

Core Viewpoint - Tonghe Pharmaceutical's investment in Hangzhou Boya Biopharmaceutical Co., Ltd. focuses on the development and production of long-acting complex formulations, but it is not classified as an innovative drug company [1] Company Information - Hangzhou Boya was established in 2023 and is based in Hangzhou, specializing in long-acting complex formulations [1] - The core team of Hangzhou Boya is led by Dr. Xia Jinqiang, who has over 30 years of experience in drug development and has held senior positions in major pharmaceutical companies [1] - Dr. Xia's credentials include a postdoctoral fellowship at Cornell University and a Ph.D. from Texas A&M University, along with a master's degree in analytical chemistry from the Dalian Institute of Chemical Physics [1] Research Focus - Hangzhou Boya's research is concentrated on complex dosage forms such as microsphere injectables, oral dissolving films, and biopharmaceuticals [1]

Group 1 - Weihai Guangtai reported a net profit of 83.32 million yuan for the first half of 2025, a year-on-year decrease of 22.41%, while total revenue reached 1.425 billion yuan, an increase of 10.91% [1] - Haowei Group expects a net profit increase of 39.43% to 49.67% for the first half of 2025, estimating a profit range of 1.906 billion to 2.046 billion yuan [1] - Tengda Construction won a bid for a project worth 118 million yuan, with a construction period of 500 calendar days [1] Group 2 - Shanda Power plans to use up to 520 million yuan of idle raised funds for cash management, investing in safe and liquid products with a term not exceeding 12 months [3] - Rundu Co., Ltd. received approval for the listing application of its chemical raw material drug, which is suitable for surgical treatment in adults and children over one month old [4] - Zhongyuan Qihua's subsidiary's clinical trial application for a drug aimed at treating pulmonary fibrosis has been accepted [4] Group 3 - Shanghai Xiba plans to establish a joint venture with Yuyuan Rare Earth, focusing on advanced materials for lithium-ion solid-state batteries, with a registered capital of 200 million yuan [6] - Aorite's senior management plans to reduce their holdings by up to 62,500 shares, accounting for 0.02% of the company's total equity [7] - Yipin Hong's subsidiary's clinical trial application for a new oral drug for endometriosis has been accepted [8] Group 4 - Haya Pharmaceutical plans to lease idle assets covering 22,671.39 square meters for a period of 10 years [9] - Southern Precision Engineering applied for a credit limit of 50 million yuan from a bank for operational purposes [11] - Jindawei's subsidiary established a joint venture with a registered capital of 5 million yuan, focusing on the sale of food additives and health products [12] Group 5 - Gaode Infrared signed a product order contract worth 307 million yuan, expected to account for 11.46% of the company's audited revenue for 2024 [13] - Xichang Electric will implement a low valley electricity price policy starting September 1, 2025, which is expected to reduce net profit by approximately 5.55 million yuan [14] - Huyou Pharmaceutical's first subject has been dosed in a Phase I clinical trial for a drug targeting advanced solid tumors [16] Group 6 - Chuanheng Co., Ltd. received a patent for a dust removal system in mining operations [17] - Spring Wind Power's application for issuing convertible bonds has been accepted by the Shanghai Stock Exchange [18] - Liuyao Group plans to repurchase shares worth between 100 million and 200 million yuan [19] Group 7 - Baiyun Electric has obtained a commitment letter for a stock repurchase loan of up to 18 million yuan [20] - Tonghe Pharmaceutical received a patent for a method of preparing an intermediate for a migraine treatment drug [21] - Tainkang's subsidiary's Phase II clinical trial for a drug for vitiligo has shown significant efficacy and safety [23] Group 8 - Yuhua Tian's secretary and deputy general manager resigned for personal reasons [24] - Heizhima's controlling shareholder is planning a change in control, leading to a temporary suspension of stock trading [25] - Keda Li's subsidiary completed a capital increase, raising its registered capital to 700 million yuan [26] Group 9 - Fangda Special Steel's shareholder plans to reduce holdings by up to 1% of the company's shares [28] - ST Pava's director is under investigation for alleged embezzlement, but the company's operations remain normal [29] - Jiachuan Video's controlling shareholder is planning a change in control, resulting in a temporary stock suspension [32] Group 10 - Danhua Technology will change its stock name to Jinmei Technology starting August 7, 2025, due to a relocation of its registered office [33] - Morning Wind Technology's shareholder plans to reduce holdings by up to 1% of the company's shares [34] - Leshan Electric will adjust residential gas prices starting September 1, 2025, which is expected to increase gross profit by approximately 2.7 million yuan [35] Group 11 - SAIC Motor reported a total vehicle sales of 337,500 units in July 2025, a year-on-year increase of 34.22%, with significant growth in new energy vehicle sales [36] - LIGONG Navigation's shareholders plan to reduce holdings by up to 3% of the company's shares [37] - United Imaging's employee stock ownership platform plans to reduce holdings by up to 1.62% of the company's shares [38] Group 12 - Beiqi Blue Valley's subsidiary reported a 6.38% decline in sales in July 2025 [39] - Watson Bio's clinical research application for an mRNA vaccine has been accepted [40]

Core Viewpoint - Tonghe Pharmaceutical (SZ 300636, closing price: 8.77 yuan) announced on August 4 that it has received an invention patent certificate from the National Intellectual Property Administration for a method of preparing the intermediate of Remogliflozin [2] Company Summary - The patent is titled "A Preparation Method for an Intermediate of Remogliflozin" [2]

证券代码：300636 证券简称：同和药业 公告编号：2025-040 专利号：ZL 2023 1 0869300.2 专利类型：发明专利 专利申请日：2023.07.17 授权公告日：2025.08.01 专利权人：江西同和药业股份有限公司 江西同和药业股份有限公司 关于取得发明专利证书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 江西同和药业股份有限公司（以下简称"公司"）于近日收到国 家知识产权局颁发的发明专利证书，具体情况如下： 发明名称：一种瑞美吉泮中间体的制备方法 注：专利权自授权公告之日起生效。专利权期限为二十年，自申请日起算。 本发明涉及一种瑞美吉泮关键中间体的制备方法，瑞美吉泮是一 种临床用于治疗偏头痛的药物。本发明提供的制备方法可以显著降低 瑞美吉泮关键中间体的制备成本，更适合于工业化生产。 上述发明专利的取得不会对公司近期生产经营产生重大影响，但 有利于发挥公司自主知识产权技术优势，完善知识产权保护体系，从 而增强公司核心竞争力。 特此公告。 江西同和药业股份有限公司董事会 二〇二五年八月四日 1/ 1 ...

Investment Rating - The report recommends a "Buy" rating for multiple companies in the pharmaceutical sector, including Junshi Biosciences, Hualan Biological Engineering-B, and others [3]. Core Insights - The pharmaceutical sector has shown a 1.90% increase this week, outperforming the CSI 300 index by 0.21 percentage points. Sub-sectors such as pharmaceutical outsourcing, vaccines, and medical consumables performed well, while innovative drugs lagged behind [6][42]. - The report emphasizes the potential of the 4-1BB target in cancer treatment, particularly the PD-L1/4-1BB bispecific antibodies, which may address the limitations of PD-1/PD-L1 monotherapy [5][16][17]. Summary by Sections Industry Viewpoints and Investment Recommendations - 4-1BB is recognized as a promising target for tumor therapy, enhancing T cell activation and survival, which is crucial for effective immune responses against cancer [16]. - Investment strategies focus on the innovative drug sector, driven by increased liquidity and risk appetite, with a recommendation to pay attention to companies with strong pipelines in bispecific antibodies and ADCs [6][38]. Pharmaceutical Industry Market Performance - The pharmaceutical sector's overall P/E ratio is reported at 30.67 times, with a premium of 40.37% compared to the overall A-share market excluding financials [42]. Company Dynamics - Notable company developments include: - LIZHU Group's successful Phase III trial for a monoclonal antibody for psoriasis [43]. - Baiyang Pharmaceutical's planned share reduction by its major shareholder [43]. - Mylab's new medical device approval, enhancing market competitiveness [44]. Industry Dynamics - The report highlights the increasing focus on innovative drug development and the potential for significant market opportunities in the context of upcoming patent expirations for key small molecule drugs [38].