关于受让控股子公司少数股东部分股权暨关联交易的进展公告 证券代码：300723 证券简称：一品红 公告编号：2025-083 一品红药业集团股份有限公司 近日，广州瑞安博完成了工商变更登记手续。本次变更登记完成后，公司全 资子公司瑞奥生物持有广州瑞安博 100.00%的股权。 特此公告。 一品红药业集团股份有限公司董事会 2025 年 12 月 8 日 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"）于 2025 年 5 月 16 日召 开了第四届董事会第九次会议和第四届监事会第九次会议，并于 2025 年 7 月 1 日召开了 2025 年第二次临时股东大会，审议通过了《关于受让控股子公司少数 股东部分股权暨关联交易的议案》，为了提高公司持有创新药 AR882 的中国区市 场权益及推动其高效研发和快速上市，同意公司全资子公司广州瑞奥生物医药科 技有限公司（以下简称"瑞奥生物"）与合作方 Arthrosi Therapeutics,Inc.（以 下简称"Arthrosi"）签订《关于广州瑞安博医药科技有限公司之股权 ...

一品红公告称，2025年公司相关会议审议通过全资子公司瑞奥生物受让控股子公司广州瑞安博少数股东 Arthrosi15.25%股权的议案，瑞奥生物拟以自有资金680万美元（折合人民币约4,900.96万元）受让。近 日，广州瑞安博完成工商变更登记手续，变更后瑞奥生物持有其100%股权。 ...

Investment Rating - The report maintains a "Recommended" investment rating for the pharmaceutical industry [1] Core Insights - The 2025 National Medical Insurance and Commercial Health Insurance Innovation Drug Catalogs were released, adding 114 new drugs to the national insurance list, with a success rate of 88%, significantly higher than the previous year's 76% [2] - The first three quarters of 2025 saw a notable recovery in domestic innovative drug financing, with 324 financing events totaling $5.51 billion, a 67.6% increase year-on-year [3] - The flu positivity rate has not peaked yet, with a significant increase in flu cases, indicating a growing market for flu medications [4] - The report highlights breakthroughs in dual-target and new-target opportunities in the autoimmune field, with several companies making significant advancements [5] - There is a focus on inhalation formulations in respiratory diseases, with new drugs showing promising results [6] - Progress in liver-targeted small nucleic acids is noted, with companies like Arrowhead Pharmaceuticals making strides in this area [7] Summary by Sections 1. National Medical Insurance and Commercial Insurance Innovation Drug Catalogs - The 2025 catalog added 114 new drugs, including 50 innovative drugs, with a success rate of 88% [2] 2. Financing Trends and CXO Order Changes - Innovative drug financing events increased by 5.2% year-on-year, with total financing amounting to $5.51 billion [3] 3. Flu Positivity Rates - The flu positivity rate reached 51.1%, indicating a rising demand for flu medications [4] 4. Autoimmune Field Developments - Significant partnerships and advancements in dual-target drugs for autoimmune diseases were reported [5] 5. Inhalation Formulations in Respiratory Diseases - New inhalation drugs are showing positive clinical results, indicating a shift in treatment approaches [6] 6. Progress in Liver-Targeted Small Nucleic Acids - Arrowhead Pharmaceuticals achieved a milestone payment for its innovative RNA therapy, expanding its research pipeline [7] 7. Stock Recommendations - The report recommends stocks in various sectors, including inhalation formulations, small nucleic acids, and innovative drugs, highlighting specific companies for investment [8]

证券日报网讯 12月2日，一品红在互动平台回答投资者提问时表示，截至2025年11月30日，公司股东总 户数20363户。 （文章来源：证券日报） ...

12月1日，一品红跌5.13%，截至发稿，报48.08元/股，成交2.71亿元，换手率1.32%，总市值217.17亿 元。一品红股价已经连续3天下跌，区间累计跌幅5.73%。 从基金十大重仓股角度 数据显示，博时基金旗下1只基金重仓一品红。博时新策略混合A（001522）三季度持有股数1.76万股， 占基金净值比例为1.85%，位居第七大重仓股。根据测算，今日浮亏损失约4.58万元。连续3天下跌期间 浮亏损失5.42万元。 博时新策略混合A（001522）成立日期2015年11月23日，最新规模5594.69万。今年以来收益7.34%，同 类排名6156/8199；近一年收益7.22%，同类排名6341/8131；成立以来收益50.29%。 博时新策略混合A（001522）基金经理为李重阳、罗霄。 截至发稿，李重阳累计任职时间2年299天，现任基金资产总规模11.06亿元，任职期间最佳基金回报 14.35%， 任职期间最差基金回报-19.59%。 罗霄累计任职时间3年64天，现任基金资产总规模187.79亿元，任职期间最佳基金回报26.8%， 任职期 间最差基金回报-0.96%。 风险提示：市场有风险，投资 ...

Core Insights - The company Yipinhong (300723) has received approval for three new drugs from the National Medical Products Administration, enhancing its product pipeline in the pediatric and chronic disease medication sectors [1][2] Drug Approvals - The three approved drugs include: - Esomeprazole magnesium enteric-coated suspension, indicated for gastroesophageal reflux disease and H. pylori eradication, with a projected sales scale of approximately 2.243 billion yuan in 2024 [1] - Ketoconazole sustained-release tablets, aimed at peripheral vascular diseases, with an expected sales scale of around 1.426 billion yuan in 2024 [1] - Compound polyethylene glycol (3350) electrolyte powder, for treating chronic constipation in children, with a projected sales scale of about 1.108 billion yuan in 2024 [2] Market Positioning - The approval of these drugs signifies the company's qualification to market these products domestically, thereby enriching its offerings in the pediatric and chronic disease medication fields and enhancing its competitive edge [2] Recent Developments - A week prior, the company announced the approval of a drug for treating mild to moderate Alzheimer's symptoms, with an expected sales scale of approximately 100 million yuan in 2024 [2] - The company is also advancing its innovative gout drug, AR882, which has completed the target enrollment of 680 patients in its domestic Phase III clinical trial [2][3] Clinical Trial Results - Data from completed global Phase II trials for AR882 indicate effective reduction of serum uric acid (sUA) and high rates of complete dissolution of gout stones in patients, providing a promising oral treatment option for chronic gout patients [3]

公司要闻： 国邦医药（605507）：公司发布公告，公司拟对董事、高管在内的270名员工实施员工持股计划，拟筹 集资金总额不超过1.85 亿元，涉及的股票总数不超过股本总额的10%，存续期为24 个月，锁定期为12 个月。 泰恩康（301263）：公司发布公告，子公司山东华铂凯盛于近日收到国家药品监督管理局签发的巴瑞替 尼片《药品注册证书》，经审查，本品符合药品注册的有关要求，批准注册。 一品红（300723）：公司发布公告，子公司广州一品红于近日收到国家药品监督管理局核准签发的艾司 奥美拉唑镁肠溶干混悬剂《药品注册证书》，，经审查，本品符合药品注册的有关要求，批准注册。 恩华药业（002262）：公司发布公告，近日收到国家药品监督管理局签发的盐酸羟考酮缓释片《药品注 册证书》，经审查，本品符合药品注册的有关要求，批准注册。 市场表现： 2025 年11 月28 日，医药板块涨跌幅+0.14%，跑输沪深300 指数0.11pct，涨跌幅居申万31 个子行业第27 名。各医药子行业中，医疗设备(+1.53%)、医院（+0.95%)、其他生物制品(+0.70%)表现居前，线下药 店（-0.55%）、疫苗(-0.4 ...

Group 1 - The core point of the article is that Yipinhong announced the approval of a drug registration certificate for its subsidiary, Guangzhou Lianrui Pharmaceutical Co., Ltd., regarding the sustained-release tablet of theobromine [2] Group 2 - The approval was granted by the National Medical Products Administration [2] - The announcement was made on the evening of November 28 [2]

Core Points - The company Yipinhong announced that its wholly-owned subsidiary, Guangzhou Yipinhong Pharmaceutical Co., Ltd., has received the drug registration certificate for Esomeprazole Magnesium Enteric-coated Suspension from the National Medical Products Administration [2] Company Summary - Yipinhong's subsidiary has successfully obtained regulatory approval for a new drug, which may enhance its product portfolio and market presence [2] - The approval of Esomeprazole Magnesium Enteric-coated Suspension indicates the company's commitment to expanding its offerings in the pharmaceutical sector [2] Industry Summary - The approval from the National Medical Products Administration reflects the regulatory environment's support for new drug development in the pharmaceutical industry [2] - This development may signal potential growth opportunities within the gastrointestinal treatment market, as Esomeprazole is commonly used for acid-related disorders [2]

Group 1 - The core point of the article is that Yipinhong has received a drug registration certificate from the National Medical Products Administration for its product, Compound Polyethylene Glycol (3350) Electrolyte Powder [2] Group 2 - The approval was granted to Yipinhong's wholly-owned subsidiary, Guangzhou Yipinhong Pharmaceutical Co., Ltd. [2]