从基金十大重仓股角度 9月8日，一品红涨5.23%，截至发稿，报70.19元/股，成交2.79亿元，换手率0.98%，总市值317.04亿 元。 资料显示，一品红药业集团股份有限公司位于广东省广州市黄埔区广州国际生物岛寰宇一路27号云润大 厦15-19层，成立日期2002年2月4日，上市日期2017年11月16日，公司主营业务涉及自有药品的研发、 生产和销售及代理药品的销售。主营业务收入构成为：儿童药61.12%，慢病药22.71%，其他16.17%。 截至发稿，朱明睿累计任职时间3年68天，现任基金资产总规模7098.38万元，任职期间最佳基金回报 43.58%， 任职期间最差基金回报-6.35%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，诺德基金旗下1只基金重仓一品红。诺德中小盘混合（570006）二季度持有股数2.7万股，占 基金净值比例为4.49%，位居第十大重仓股。根据测算，今日浮盈赚取约9.42万元。 诺德中小盘混合（57 ...

36.3% 上半年我国批准创新药四十三个，同比增长百分之五十九 创新药，研发上市加速跑 9月1日启动的2025年"全国药品安全宣传周"传递出的信息表明，医药产业创新发展良好：过去5年，我 国共批准创新药210个，保持加速增长态势。目前，我国在研创新药约占全球30%。 如何让更多创新药加快走出实验室？近日，记者在广东广州采访，看科研人员、企业、政府如何努力， 让国产创新药的面世快点、更快点。 ——编 者 不仅是医疗资源，广州出台政策、培育发展环境，支持生物医药产业发展。政企合力，创新药研发上市 跑出加速度。 "我年轻时最爱海鲜配啤酒。这几年，已经很长时间不敢吃了。"今年63岁的陆平8年前患上痛风，"因为 痛风石，大脚趾关节肿得厉害，一弯曲就疼得不行，得穿52码的鞋。" 在医院看病时，陆平得知，相关创新药正在开展临床试验，便报了名。"痛风发作太疼，有一点希望我 都想试试。"陆平介绍，现在每天服一次药，有专门的医生监测安全性，每隔一两个月测试尿酸水平， 衡量药效。 这款创新药由一品红药业集团股份有限公司研发。痛风性关节炎疼痛指数高，患者对药物治疗的需求 高。在整理全球痛风治疗文献时，研发团队发现，一直没有针对痛风石 ...

上半年我国批准创新药四十三个，同比增长百分之五十九 创新药，研发上市加速跑（经济新方位·小数点里看创新） 制图：张芳曼 一品红集团工作人员在实验室工作。 受访者供图 9月1日启动的2025年"全国药品安全宣传周"传递出的信息表明，医药产业创新发展良好：过去5年，我 国共批准创新药210个，保持加速增长态势。目前，我国在研创新药约占全球30%。 如何让更多创新药加快走出实验室？近日，记者在广东广州采访，看科研人员、企业、政府如何努力， 让国产创新药的面世快点、更快点。 ——编者 36.3% 7月，我国生物药品制造行业利润增长36.3% 本报记者 王云娜 数据来源：国家统计局、国家药监局等 "新药研发难度大，如果能啃下'硬骨头'，就有望填补市场空白。"一品红药业集团股份有限公司董事长 李捍雄说。 开发一款创新药，至少要筛选5000个到1万个分子，才可能找到候选化合物。"这个过程好比大海捞 针。"一品红集团研究院院长杨文谦说。更难的是找到药物作用的靶点。就像射箭一样，药物作用于人 体内的特定蛋白质核酸等才能起效果，但靶点"藏"在几十万亿个细胞里，除了耐心去找，没有捷径可 走。 经过多次尝试，研究人员将目光锁定在一种 ...

截至9月3日收盘，重组蛋白概念上涨0.03%，位居概念板块涨幅第5，板块内，17股上涨，成都先导、 百普赛斯、热景生物等涨幅居前，分别上涨13.74%、12.10%、5.07%。跌幅居前的有赛升药业、*ST万 方、汇宇制药等，分别下跌5.45%、4.89%、3.31%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 芬太尼 | 0.65 | 兵装重组概念 | -7.44 | | BC电池 | 0.39 | 国产航母 | -5.45 | | 青蒿素 | 0.17 | 军工信息化 | -4.97 | | 光刻胶 | 0.10 | 成飞概念 | -4.76 | | 重组蛋白 | 0.03 | 军民融合 | -4.67 | | 石墨电极 | 0.02 | 大飞机 | -4.10 | | HJT电池 | -0.23 | 中船系 | -4.07 | | 光刻机 | -0.25 | 航空发动机 | -3.87 | | 减肥药 | -0.27 | 商业航天 | -3.71 | | 创新药 | -0.43 | 卫星导航 | ...

Group 1 - Huazhong Securities has been approved to issue subordinate corporate bonds with a total face value of no more than 10 billion yuan [1] - Jinbei Automotive plans to invest 240 million yuan to establish an automotive industry investment fund focusing on electrification, intelligence, and low carbon [1] - Linyang Energy is expected to win a bid for a 244 million yuan metering equipment project from Southern Power Grid [1][2] Group 2 - Renfu Pharmaceutical's subsidiary has received drug registration certificates for two products, including a medication for acute hypotension [3][4] - Nanjing Steel plans to distribute a cash dividend of 0.1186 yuan per share [5][6] - Pairui Co. has signed a strategic cooperation agreement with Xi'an Power Electronics Research Institute to develop power devices [7][8] Group 3 - Haixing Electric is expected to win a bid for a 214 million yuan metering equipment project from Southern Power Grid [9][10] - Kuangda Technology is planning a change in control, leading to a continued suspension of its stock [11][12] - Samsung Medical is expected to win a bid for a 274 million yuan metering equipment project from Southern Power Grid [13][14] Group 4 - Jiukang Bio has obtained a medical device registration certificate for a specific diagnostic kit [15][16] - Hechuan Technology's minority shareholder plans to transfer a 13% stake in a subsidiary [17][18] - DiAo Micro has launched a new eUSB2 repeater product for various electronic applications [19][20] Group 5 - David Medical's electric surgical table registration application has been accepted [21][22] - Hangxin Technology plans to apply for a total of 280 million yuan in bank credit [23][24] - Liyuan Technology's non-independent director has resigned [25][26] Group 6 - Ningbo Construction's subsidiary has won a construction project bid worth 729 million yuan [27][28] - Huaren Pharmaceutical's subsidiary has received approval for a raw material drug [29][30] - Suwen Electric plans to distribute a cash dividend of 1 yuan per 10 shares [31][32] Group 7 - Solar Energy has received 1.692 billion yuan in renewable energy subsidies [33][34] - Wangli Security has obtained a patent for a new lock structure [35][36] - Zhejiang Energy's vice chairman has resigned due to age reasons [37][38] Group 8 - Beilu Pharmaceutical's subsidiary has passed GMP certification in Brazil [39][40] - Zhejiang Communications has a subsidiary that is expected to win a highway project bid [41][42] - Xinzhi Group has received a government subsidy of 11.1978 million yuan [43][44] Group 9 - Dong'an Power's engine sales in August increased by 3.44% year-on-year [45][46] - Baiyun Mountain's subsidiary has passed the consistency evaluation for two generic drugs [47][48] - Yipin Hong's subsidiary has received a drug registration certificate for a specific injection [49][50] Group 10 - Far East Holdings' subsidiary has won multiple contracts totaling 1.689 billion yuan [51][52] - Good Housekeeping's shareholder plans to reduce holdings by up to 3.5 million shares [53][54] - Guanghong Technology's shareholders have set a transfer price of 23.33 yuan per share [55][56] Group 11 - Keli Sensor plans to acquire 45% of Huahong Technology's shares for 122 million yuan [57][58] - Jianmin Group's furosemide oral solution has been approved for market launch [59][60] - Jinghua Laser's directors plan to reduce their holdings by up to 143,420 shares [61][62] Group 12 - Zhuyue Group is planning a share transfer that will change its controlling shareholder [63][64] - Terid has pre-bid for two projects totaling approximately 698 million yuan [65][66] - Zhonghuan Hailu is planning a change in control, leading to a continued suspension of its stock and convertible bonds [67][68] Group 13 - Great Wall Motors reported August sales of 115,600 vehicles, a year-on-year increase of 22.33% [69][70] - Guizhou Tire's controlling shareholder has committed not to reduce holdings for 12 months [71][72] - San Da Membrane's shareholder plans to reduce holdings by up to 1% of the company's shares [73][74] Group 14 - Chint Electric has decided to terminate the spin-off of its subsidiary for listing [75][76] - Jusaylong's shareholder plans to reduce holdings by up to 1% of the company's shares [77][78]

Investment Rating - The investment rating for the biotechnology industry is "Positive" (maintained) [1] Core Insights - The small molecule GLP-1RA market is expected to provide new incremental space for weight loss and diabetes management, with significant interest from multinational corporations (MNCs) accelerating their involvement in this sector [7][25] - The leading product in the small molecule GLP-1RA space is Orforglipron from Eli Lilly, which has completed multiple global Phase III clinical trials and is positioned to submit a New Drug Application (NDA) in the second half of 2025 [25][26] - Domestic companies are making substantial progress in the small molecule GLP-1RA pipeline, with several candidates entering late-stage clinical trials, indicating strong potential for commercialization and international expansion [19][25] Summary by Sections 1. Development Prospects of Small Molecule GLP-1RA - Oral GLP-1 drugs offer advantages such as ease of use and high patient compliance, with over 75% of initial treatment patients preferring daily oral therapy [14] - The small molecule GLP-1RA market is characterized by low costs and flexibility in usage scenarios, with significant recent business development (BD) transactions [14][23] 2. MNCs Accelerating Small Molecule GLP-1RA Pipeline - Eli Lilly's Orforglipron is the fastest progressing small molecule GLP-1RA product globally, with three Phase III trials achieving primary endpoints [25][27] - Other major pharmaceutical companies like AstraZeneca and Roche are also advancing their small molecule GLP-1RA pipelines, with several candidates in Phase II trials [29][30] 3. Pharmacokinetic Characteristics Impacting Efficacy - Pharmacokinetic features are crucial for the efficacy of small molecule GLP-1RA, with companies exploring new formulations to enhance solubility and absorption [6][19] 4. Investment Recommendations - The report recommends several companies as potential beneficiaries in the small molecule GLP-1RA space, including Innovent Biologics, East China Pharmaceutical, and others, highlighting their strong clinical development and commercialization potential [7][19]

注射用硫酸艾沙康唑适应症为：主要用于治疗成人患者下列感染：侵袭性曲霉病；侵袭性毛霉病。注射 用硫酸艾沙康唑是国家医保乙类产品。公司获批的注射用硫酸艾沙康唑是以化学药品4类申报注册，视 同通过一致性评价。根据米内网数据，2024年注射用硫酸艾沙康唑在中国城市和县级公立医院的销售规 模约为22,505万元人民币。 格隆汇9月1日丨一品红(300723.SZ)公布，公司全资子公司广州一品红制药有限公司于近日收到国家药 品监督管理局核准签发的关于注射用硫酸艾沙康唑的《药品注册证书》。 ...

根据核准的说明书，注射用硫酸艾沙康唑适应症为：主要用于治疗成人患者下列感染：侵袭性曲霉病; 侵袭性毛霉病。此次公司获得注射用硫酸艾沙康唑注册证书，标志着公司具备了在国内市场销售该规格 药品的资格，将进一步丰富公司产品管线和产品品类，增强了公司在抗感染领域的竞争力。 智通财经APP讯，一品红(300723.SZ)发布公告，公司全资子公司广州一品红制药有限公司于近日收到国 家药品监督管理局核准签发的关于注射用硫酸艾沙康唑的《药品注册证书》。 ...

一、药品注册证书主要信息 证券代码：300723 证券简称：一品红 公告编号：2025-058 一品红药业集团股份有限公司 关于全资子公司获得注射用硫酸艾沙康唑注册证书的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一品红药业集团股份有限公司（以下简称"公司"）全资子公司广州一品红 制药有限公司于近日收到国家药品监督管理局核准签发的关于注射用硫酸艾沙 康唑的《药品注册证书》，现将有关事项公告如下： 药品通用名称：注射用硫酸艾沙康唑 英文名/拉丁名：Isavuconazonium Sulfate for Injection 主要成份：硫酸艾沙康唑 剂 型：注射剂 注册分类：化学药品 4 类 规 格：0.2g（按 C22H17F2N5OS 计） 药品注册标准编号：YBH20082025 药品有效期：18 个月 申请事项：药品注册（境内生产） 药品批准文号：国药准字 H20255224 药品批准文号有效期：至 2030 年 8 月 25 日 二、注射用硫酸艾沙康唑相关情况 包装规格： 1 瓶/盒 处方药/非处方药：处方药 审批结论：根据《中华人民共和国药品管 ...

注射用硫酸艾沙康唑主要用于治疗成人患者侵袭性曲霉病、侵袭性毛霉病感染。 人民财讯9月1日电，一品红（300723）9月1日晚间公告，公司全资子公司广州一品红制药有限公司近日 收到国家药监局核准签发的关于注射用硫酸艾沙康唑的《药品注册证书》。 ...