证券代码：300705 证券简称：九典制药 债券代码：123223 债券简称：九典转 02 回复：公司 OTC 团队有 200 多人，在 OTC 端推广主要采 取多渠道协同策略：首先，通过深化院外市场的拓展，整合 线上线下渠道，如与药店合作、在电商平台开设旗舰店，扩 大产品覆盖范围。其次，结合患者教育，突出产品的差异化 优势，开展健康讲座等动销活动，增强消费者体验和信任度。 此外，公司通过打造"久悦"贴膏品牌，以差异化的市场定 位和多元化的产品布局满足消费者的多样化需求，持续塑造 专业品牌形象。 3、公司产品洛索洛芬钠凝胶贴膏未来还会降价吗？ 回复：随着药品集中带量采购政策在国家及省际联盟全 面推开，药品价格下降成为行业发展的一个必然大势。在这 样的环境下，药品生产企业需要不断调整策略，通过优化成 本结构、提升创新能力、强化品牌建设等方式来增强核心竞 争力，实现可持续发展。 4、公司对原辅料的投入规划是怎样的？ 回复：公司始终坚持"制剂+原料药+药用辅料"的一体 化发展战略，通过持续加大研发投入和技术创新，建立了覆 盖化学合成、中药提取、高端辅料研发的完整生产体系。凭 借完整的产业链布局，公司能够自主生产原料 ...

Core Insights - The oral hypoglycemic drug market is expanding rapidly due to the increasing prevalence of diabetes globally, with an estimated 589 million patients aged 20-79 by 2024, projected to reach 853 million by 2050 [4][6] - China has the highest number of diabetes patients at 148 million, accounting for 25% of the global total, with a significant rise in prevalence over the past 30 years [4][6] - The market for oral hypoglycemic drugs in China is expected to reach approximately 36.1 billion yuan by 2024, driven by both foreign and domestic companies [10][18] Industry Overview - Oral hypoglycemic drugs can be categorized into those that promote insulin secretion and those that lower blood sugar through other mechanisms [2][4] - The main classes of oral hypoglycemic drugs include sulfonylureas, meglitinides, DPP-4 inhibitors, GLP-1 receptor agonists, biguanides, TZDs, alpha-glucosidase inhibitors, and SGLT2 inhibitors [2][12] Market Dynamics - The oral hypoglycemic drug market in China is dominated by foreign companies such as AstraZeneca, MSD, and Bayer, which collectively hold over 50% market share [18] - The market is experiencing a shift with the rise of domestic companies, as they continue to innovate and develop new products [18][20] Recent Trends - The national centralized procurement policy has significantly impacted the pricing and availability of oral hypoglycemic drugs, with average price reductions reaching 88.5% in recent procurement rounds [15][16] - There is a growing trend towards the development of combination therapies and new mechanism drugs, such as glucose kinase activators and PPAR agonists, which are expected to become mainstream in diabetes treatment [20][22] Future Outlook - The DPP-4 inhibitors market is anticipated to expand further as domestic manufacturers increase their market penetration, potentially altering the current dominance of imported and generic drugs [20]

Group 1 - TaiLong Pharmaceutical plans to apply for the registration and issuance of super short-term financing bonds not exceeding 800 million yuan, with a maturity of no more than 270 days, for purposes including replacing bank loans and supplementing working capital [1] - GuoXin Technology won a bid for a 46 million yuan automotive airbag ignition driver chip project, indicating its growing presence in the automotive semiconductor market [1] - GuoMai Technology expects a net profit increase of 60.52% to 100.33% for the first half of 2025, with a projected net profit of 125 million to 156 million yuan [2] Group 2 - ChangAluminum's subsidiary signed a 165 million yuan contract for the customized construction of a clinical and industrial base for a vaccine project, highlighting its involvement in the biopharmaceutical sector [3] - ZhongSalt Chemical acquired exploration rights for natural soda ash in Inner Mongolia for 929,000 yuan, expanding its resource base [4] - Six Kingdom Chemical announced the resignation of its deputy general manager, which may impact its operational strategy [5][6] Group 3 - FuYuan Pharmaceutical received a drug registration certificate for Bisoprolol Amlodipine tablets, indicating its expansion in the hypertension treatment market [7][8] - GuanShi Technology's subsidiary received a government subsidy of 7 million yuan, which is 45.29% of its net profit for the previous year, enhancing its financial position [9] - XiZhong Technology plans to repurchase shares worth between 75 million and 150 million yuan, aimed at employee stock ownership plans or equity incentives [10] Group 4 - BeiLu Pharmaceutical's subsidiary received approval for the raw material drug Iopromide, which is used as a contrast agent for various imaging examinations [12] - HongHui New Materials obtained a patent for a water-based protective paint for hardware parts, enhancing its product portfolio [13] - BoJi Pharmaceutical's subsidiary received two patents related to high bioavailability formulations, indicating innovation in biopharmaceutical technology [14] Group 5 - ChengJian Development received a cash dividend of 23.625 million yuan from its investment in Huaneng Capital, contributing to its investment income [15] - JiuZhou Pharmaceutical's subsidiary received a drug registration certificate for Sildenafil Citrate orally disintegrating tablets, expanding its product offerings in the erectile dysfunction treatment market [16] - RuiAng Gene's subsidiary received a government subsidy of 176,290 yuan, supporting its operational activities [17] Group 6 - FengFan Technology plans to acquire 100% equity of a subsidiary for 48 million yuan, indicating strategic expansion in the renewable energy sector [18] - AoJing Medical's subsidiary received a medical device production license, allowing it to manufacture absorbable surgical dressings [19] - TaiLin Bio's subsidiary won land use rights for an industrial site, facilitating its high-performance filter project [20] Group 7 - KaiPu Bio received a patent for a method and device for analyzing genomic copy number variations, enhancing its capabilities in molecular diagnostics [21] - Shanghai KaiBao received a drug registration certificate for Phlegm-Heat Clearing Capsules, which can be used in the treatment of COVID-19 symptoms [23] - TuoJing Life received two patents for high uniformity streptavidin applications, improving its diagnostic product stability [25] Group 8 - AnKe Bio's AK2024 injection received approval for clinical trials, marking a significant advancement in cancer treatment [26] - HuanYuan Pharmaceutical expects a net profit of 142 million to 160 million yuan for the first half of 2025, reflecting substantial growth [27] - JinHongShun terminated a major asset restructuring plan due to a lack of consensus among parties involved, impacting its strategic direction [28] Group 9 - HeZhan Energy signed a 177 million yuan contract for the sale of steel-concrete tower structures, indicating strong demand in the renewable energy sector [29] - InSai Group's acquisition plan for an 80% stake in ZhiZheTongXing was accepted by the Shenzhen Stock Exchange, indicating growth in its consulting business [30] - JiuDian Pharmaceutical received a drug registration certificate for Zinc Granules, enhancing its product line in gastrointestinal treatments [32] Group 10 - GuoYao Modern plans to publicly transfer a 51% stake in its subsidiary to optimize resource allocation [34] - GuoYao Modern's subsidiary received a drug registration certificate for Perindopril Indapamide tablets, expanding its hypertension treatment portfolio [36] - ZhongGong International signed a 175 million yuan engineering consulting service contract, showcasing its capabilities in project management [38] Group 11 - China Railway won contracts worth approximately 5.343 billion yuan for overseas construction projects, indicating its strong international presence [39] - JunPu Intelligent signed a framework contract for humanoid robot sales worth about 28.25 million yuan, reflecting growth in the robotics sector [41] - Sinopec's chairman resigned due to age, which may lead to changes in corporate governance [42] Group 12 - JiuFeng Energy's controlling shareholder plans to reduce their stake by up to 0.71%, indicating potential changes in ownership structure [44] - Zhejiang Oriental's subsidiary plans to establish a 1.74 billion yuan equity investment fund, focusing on strategic emerging industries [46] - ChenGuang New Materials received a government subsidy of 26 million yuan, significantly impacting its financial performance [48]

证券代码：300705 证券简称：九典制药 债券代码：123223 债券简称：九典转 02 湖南九典制药股份有限公司 投资者关系活动记录表 编号：2025-15 |  | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 其他 | | 参与单位名称及 人员姓名 | 国信医药投资者代表共 1 人 | | 时间 | 2025 年 7 月 1 日上午 10:00-11:00 | | 地点 | 公司会议室 | | 上市公司接待人 | 副总经理兼董事会秘书：曾蕾 | | 员姓名 | 证券事务代表：甘荣 | | | 主要采用解答投资者提问的方式进行，主要问题回复如下： | | | 1、公司在市场竞争中有哪些优势？ | | | 回复：在成本端，凭借完整的产业链布局，公司能够自 | | | 主生产原料药和关键辅料，确保产品质量的同时有效控制成 | | | 本。在销售端，公司已建立起全渠道覆盖体系，特别是院外 | | | 市场，已成为业绩增长的新引擎，公司计划继续加大投入， | | 投资者关系活动 ...

根据《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等有关 规定，回购期间公司应当在每个月的前三个交易日内披露截至上月末的回购进展 情况。现将公司回购进展情况公告如下： 一、回购公司股份的进展情况 | 证券代码：300705 | 证券简称：九典制药 | 公告编号：2025-053 | | --- | --- | --- | | 债券代码：123223 | 债券简称：九典转02 | | 湖南九典制药股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 湖南九典制药股份有限公司（以下简称"公司"）于 2025 年 2 月 17 日召开 第四届董事会第九次会议，审议通过了《关于回购公司股份方案的议案》，同意 公司通过集中竞价交易方式以自有资金和股票回购专项贷款资金回购部分社会 公众股份，用于后期实施股权激励计划。本次回购的资金总额不低于人民币 10,000 万元且不超过人民币 15,000 万元，回购价格不超过人民币 24.98 元/股， 实施期限为自董事会审议通过回购股份方案之日起 12 个月内。具体内容详见 ...

| 证券代码：300705 | 证券简称：九典制药 | 公告编号：2025-052 | | --- | --- | --- | | 债券代码：123223 | 债券简称：九典转02 | | 湖南九典制药股份有限公司 关于公司获得药品注册证书的公告 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。 湖南九典制药股份有限公司（以下简称"公司"）于近日收到国家药品监督 管理局下发的《药品注册证书》。现将相关情况公告如下： 一、证书的主要内容 摩熵数据显示，聚普瑞锌颗粒 2021 年、2022 年和 2023 年，全国总销量分 别为 17,459 万元、16,227 万元和 15,366 万元。 截至本公告日，聚普瑞锌颗粒国内共有 4 家企业取得了药品注册证书，公司 为国内第 4 家通过或视同通过仿制药质量和疗效一致性评价的企业。该药品注册 证书的取得丰富了公司的产品管线，对进一步优化公司产品结构有着积极意义。 2、剂型：颗粒剂 3、规格：75mg 4、注册分类：化学药品 3 类 5、申请事项：药品注册（境内生产） 6、证书编号：2025S01895 三、风险提示 1、 ...

关于股东减持股份实施完毕的公告 股东熊英保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 湖南九典制药股份有限公司（以下简称"公司"）于 2025 年 3 月 27 日披露 《关于股东减持股份的预披露公告》（公告编号：2025-016），公司财务总监熊 英女士，计划以集中竞价方式减持本公司股份不超过 180,232 股（占本公司总股 本比例 0.0363%，占剔除公司回购专用账户中的股份数量后的比例为 0.0365%）。 近日，公司收到熊英女士出具的《股份减持计划实施进展告知函》，其减持 股份计划已实施完毕。现将相关情况公告如下： 一、股东的基本情况 湖南九典制药股份有限公司 | 证券代码：300705 | 证券简称：九典制药 | 公告编号：2025-051 | | --- | --- | --- | | 债券代码：123223 | 债券简称：九典转02 | | 1、股东减持股份情况 | 股东名称 | 减持方式 | 减持时间 | 减持均价（元/股） 减持股数（股） 减持比例（%） | | | | --- | ...

Core Viewpoint - The report provides a comprehensive analysis of the financial status, operational performance, and market conditions of the company, focusing on its recent developments and future outlook in the pharmaceutical industry. Financial Data and Indicators - The company's cash and cash equivalents are projected to increase from 2.93 billion yuan in 2022 to 4.94 billion yuan by the end of 2024, indicating a growth trend [3] - The total assets are expected to rise from 23.00 billion yuan in 2022 to 34.89 billion yuan by the end of 2024, reflecting a strong asset base [3] - The net profit is forecasted to grow from 2.70 billion yuan in 2022 to 5.12 billion yuan in 2024, showcasing significant profitability [4] - The operating cash flow is anticipated to increase from 1.92 billion yuan in 2022 to 6.13 billion yuan by 2024, indicating improved cash generation capabilities [3] Business Operations - The company focuses on the research, production, and sales of pharmaceutical products, with a core revenue source from drug formulations, accounting for over 80% of its core business income [8][9] - The main products include pain relief and digestive system medications, with significant sales growth in OTC channels and online markets [10][11] - The company has expanded its production capacity, with a new high-end formulation research and development park completed in March 2023, enhancing its production capabilities for key products [12] Market Conditions - The pharmaceutical industry is facing challenges from price control policies and increased competition, leading to a slight decline in profit margins [7][8] - Despite short-term pressures, the long-term outlook for the industry remains positive due to factors such as aging population and rising health awareness, which are expected to drive demand [7][8] - The company has successfully participated in multiple provincial-level centralized procurement projects, which has increased sales volume but also led to a decrease in sales prices due to competitive bidding [14] Future Outlook - The company plans to invest in additional production lines for raw materials and pharmaceutical excipients, with ongoing projects expected to enhance production capacity significantly by 2026 [12][13] - The anticipated increase in production capacity and ongoing market expansion efforts are expected to support revenue growth in the coming years, despite current market challenges [10][11]

声明 除因本次评级事项使本评级机构与评级对象构成委托关系外，本评级机构、评级人员与评级对象不存在任何影响 评级行为独立、客观、公正的关联关系。 本评级机构与评级人员履行了调查和诚信义务，所出具的评级报告遵循了真实、客观、公正的原则。 本报告的评级结论是本评级机构依据合理的内部信用评级标准和程序做出的独立判断，未因评级对象和其他任 何组织或个人的不当影响改变评级意见。 本次跟踪评级依据评级对象及其相关方提供或已经正式对外公布的信息，相关信息的真实性、准确性和完整性由 资料提供方或发布方负责。本评级机构合理采信其他专业机构出具的专业意见，但不对专业机构出具的专业意见 承担任何责任。 本报告并非是某种决策的结论、建议。本评级机构不对发行人使用或引用本报告产生的任何后果承担责任，也不 对任何投资者的投资行为和投资损失承担责任。本报告的评级结论及相关分析并非对评级对象的鉴证意见。鉴于 信用评级工作特性及受客观条件影响，本报告在资料信息获取、评级方法与模型、未来事项预测评估等方面存在 局限性。 本次跟踪评级的信用等级自本跟踪评级报告出具之日起至被评债券本息的约定偿付日有效。在被评债券存续期 内，本评级机构将根据《跟踪评级 ...

证券代码：300705 证券名称：九典制药 转债代码：123223 转债名称：九典转 02 湖南九典制药股份有限公司 向不特定对象发行可转换公司债券 受托管理事务报告 （2024 年度） 债券受托管理人 （陕西省西安市新城区东新街319号8幢10000室） 二零二五年六月 1 | | 重要声明 3 | | --- | --- | | 第一节 | 本次债券情况 4 | | 第二节 | 债券受托管理人履职情况 13 | | 第三节 | 发行人 年度经营和财务情况 14 2024 | | 第四节 | 发行人募集资金使用情况及专项账户运作情况与核查情况 16 | | 第五节 | 本次债券债担保人情况 22 | | 第六节 | 债券持有人会议召开的情况 23 | | 第七节 | 本次债券付息情况 24 | | 第八节 | 本次债券的评级情况 25 | | 第九节 | 偿债能力和意愿分析 26 | | 第十节 | 对债券持有人权益有重大影响的其他事项 27 | 重要声明 本报告依据《公司债券发行与交易管理办法》（以下简称"《管理办法》"）《湖 南九典制药股份有限公司创业板向不特定对象发行可转换公司债券之债券受托 管理协议 ...