证券代码：300723 证券简称：一品红 公告编号：2025-060 一品红药业集团股份有限公司 剂 型：颗粒剂 关于全资子公司获得盐酸克林霉素棕榈酸酯颗粒注册证书的公告 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盐酸克林霉素棕 榈酸酯颗粒的《药品注册证书》，现将有关事项公告如下： 一、药品注册证书主要信息 药品通用名称：盐酸克林霉素棕榈酸酯颗粒 英文名/拉丁名：Clindamycin Palmitate Hydrochloride Granules 主要成份：盐酸克林霉素棕榈酸酯 注册分类：化学药品 3 类 规 格：1.5g（按 C18H33ClN2O5S 计） 上市许可持有人地址：广州市经济技术开发区东区东博路 6 号 药品注册标准编号：YBH21752025 药品有效期：48 个月 申请事项：药品注册（境内生产） 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理法》及有关规定，经审查，本品 ...

Core Viewpoint - The company has received approval from the National Medical Products Administration for the drug registration certificate of Clindamycin Palmitate Granules, indicating a significant advancement in its pharmaceutical offerings [1] Group 1: Product Approval - The full subsidiary of the company, Guangzhou Yipinhong Pharmaceutical Co., Ltd., has recently obtained the drug registration certificate for Clindamycin Palmitate Granules [1] - Clindamycin is indicated for severe infections caused by sensitive anaerobic bacteria, as well as infections caused by sensitive strains of Streptococcus, Pneumococcus, and Staphylococcus [1] - The product is specifically indicated for patients who are allergic to penicillin or those deemed unsuitable for penicillin by a physician, with clear dosage instructions for pediatric use included in the product's labeling [1]

Investment Rating - The report maintains a "Recommended" investment rating for the pharmaceutical industry as of September 15, 2025 [1] Core Insights - The trend of Chinese innovative drugs going overseas continues, with a focus on selective opportunities. The report highlights that the global pharmaceutical transaction volume reached 456 deals in the first half of 2025, a 32% year-on-year increase, with upfront payments totaling $11.8 billion, a 136% surge, and total transaction value hitting $130.4 billion, up 58% year-on-year [2] - The report emphasizes the promising clinical data from Chinese innovative drugs presented at the World Lung Cancer Conference, particularly in the ADC (Antibody-Drug Conjugate) field, showcasing significant efficacy advantages [3] - The report discusses the potential of small nucleic acid drugs and innovative delivery systems, indicating new market opportunities arising from strategic collaborations between Chinese companies and multinational corporations [4] - The CXO (Contract Research Organization) sector is expected to gradually recover, with a notable increase in orders anticipated in the third quarter of 2025, driven by improved innovation environments and funding from license-out transactions [5] - The 2025 medical insurance negotiation and commercial insurance innovative drug directory work has commenced, with a focus on orphan drugs and breakthrough treatment varieties [6] Summary by Sections 1. Pharmaceutical Market Tracking - The pharmaceutical industry underperformed the CSI 300 index by 1.75% in the past week, with a recent one-month increase of 3.32%, lagging behind the CSI 300 by 5.81% [22][26] - The medical device sector showed the highest weekly increase of 2.23%, while the chemical pharmaceutical sector experienced a decline of 2.57% [31] 2. Pharmaceutical Sector Trends and Valuation - The pharmaceutical industry index's current PE (TTM) stands at 40.60, above the five-year historical average of 31.60 [46] - The report notes that the pharmaceutical sector has shown a 15.06% increase over the past three months, outperforming the CSI 300 by 16.11% [43] 3. Recent Research Achievements - The report outlines recent research achievements by the Huaxin pharmaceutical team, including various in-depth and commentary reports on innovative drug developments and market trends [50] 4. Recent Industry Policies and News - The report details recent policy updates from the National Healthcare Security Administration regarding the 2025 drug directory adjustments and the approval of new drug applications [52][55]

Core Viewpoint - The company Yipinhong stated on September 10 that as of August 31, 2025, the total number of shareholders is expected to be 21,360 [2] Company Summary - Yipinhong has engaged with investors through an interactive platform, providing insights into its shareholder structure [2] - The projected total number of shareholders indicates a stable or growing interest in the company, which may reflect positively on its market position [2]

Market Overview - On September 10, the chemical pharmaceutical sector declined by 1.15%, with Yipinhong leading the drop [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Stock Performance - Notable gainers in the chemical pharmaceutical sector included: - Tonghua Golden Horse (000766) with a closing price of 25.03, up 4.42% and a trading volume of 439,300 shares, totaling 1.084 billion yuan [1] - ST Suwu (600200) closed at 66.0, up 4.21% with a trading volume of 358,500 shares [1] - Yiming Pharmaceutical (002826) closed at 19.97, up 3.90% with a trading volume of 104,000 shares [1] - Major decliners included: - Yipinhong (300723) closed at 61.42, down 10.41% with a trading volume of 220,400 shares, totaling 136.7 million yuan [2] - Mengke Pharmaceutical (688373) closed at 7.27, down 7.03% with a trading volume of 264,900 shares [2] - Baile Tianheng (688506) closed at 343.01, down 5.30% with a trading volume of 29,300 shares [2] Capital Flow - The chemical pharmaceutical sector experienced a net outflow of 2.552 billion yuan from institutional investors, while retail investors saw a net inflow of 1.816 billion yuan [2][3] - Key stocks with significant capital flow included: - Huadong Medicine (000963) had a net inflow of 62.886 million yuan from institutional investors [3] - Kelong Pharmaceutical (002422) saw a net inflow of 32.547 million yuan from institutional investors [3] - Huangshan Jiaohuan (002817) had a net inflow of 14.7405 million yuan from institutional investors [3]

Group 1 - The core viewpoint of the news is that Yipinhong Pharmaceutical Group Co., Ltd. has shown a significant stock price increase of 5.23%, reaching 70.19 CNY per share, with a total market capitalization of 31.704 billion CNY [1] - Yipinhong's main business includes the research, production, and sales of its own pharmaceuticals, as well as the sales of agent pharmaceuticals, with revenue composition being 61.12% from children's medicine, 22.71% from chronic disease medicine, and 16.17% from other products [1] Group 2 - According to fund data, Nord Fund has a significant holding in Yipinhong, with the Nord Small and Mid-Cap Mixed Fund (570006) holding 27,000 shares, accounting for 4.49% of the fund's net value, ranking as the tenth largest holding [2] - The Nord Small and Mid-Cap Mixed Fund has achieved a year-to-date return of 52.57%, ranking 541 out of 8248 in its category, and a one-year return of 53.23%, ranking 2182 out of 8051 [2] Group 3 - The fund manager of the Nord Small and Mid-Cap Mixed Fund is Zhu Mingrui, who has been in the position for 3 years and 68 days, with the fund's total asset size being 70.9838 million CNY [3] - During Zhu Mingrui's tenure, the best fund return was 43.58%, while the worst return was -6.35% [3]

Core Insights - The approval of innovative drugs in China has accelerated, with 43 new drugs approved in the first half of the year, representing a 59% year-on-year increase [5] - Over the past five years, a total of 210 innovative drugs have been approved, indicating a sustained growth trend in the pharmaceutical industry [1] - Approximately 30% of the global innovative drugs currently under development are from China [1] Industry Developments - The biopharmaceutical manufacturing sector in China experienced a profit growth of 36.3% in July [2] - The development of innovative drugs is complex, often requiring the screening of 5,000 to 10,000 molecules to identify potential candidates [2][3] - A specific innovative drug targeting gout is currently undergoing clinical trials, with over 1,500 patients participating [3] Government Support and Policies - The Guangzhou government has implemented policies to foster a supportive environment for the biopharmaceutical industry, including a comprehensive policy support system [3] - The National Medical Products Administration (NMPA) has prioritized new drug approvals, providing early guidance for clinical research to expedite the approval process [4] - Recent measures from the National Healthcare Security Administration and the National Health Commission aim to inject vitality into the development of innovative drugs [5]

Core Insights - In the first half of the year, China approved 43 innovative drugs, representing a year-on-year increase of 59% [4][7] - Over the past five years, a total of 210 innovative drugs have been approved in China, indicating a sustained acceleration in growth [4] - Approximately 30% of the global innovative drugs under research are currently being developed in China [4] Industry Developments - The biopharmaceutical manufacturing industry in China experienced a profit growth of 36.3% in July [5] - The development of innovative drugs is supported by a collaborative effort among researchers, companies, and government entities to expedite the market entry of domestic innovative drugs [4][6] - Guangzhou has implemented policies to foster the biopharmaceutical industry, creating a comprehensive support system for drug development [6][7] Research and Development - The process of developing an innovative drug involves screening 5,000 to 10,000 molecules to identify potential candidates, which is a challenging endeavor [5] - A specific innovative drug targeting gout is currently undergoing clinical trials, with over 1,500 patients participating [6] - The research team focused on a urate transporter protein to develop a new class of drugs aimed at lowering uric acid levels in gout patients [6] Regulatory Environment - Recent reforms by the National Medical Products Administration have significantly shortened the review timelines for drug applications, enhancing the efficiency of the approval process [7] - The introduction of 16 measures by the National Healthcare Security Administration and the National Health Commission aims to inject vitality into the development of innovative drugs [7]

Group 1 - The recombinant protein concept sector rose by 0.03%, ranking fifth among concept sectors, with 17 stocks increasing in value [1] - Leading stocks in the sector included Chengdu Xian Dao, Baipu Sais, and Rejing Bio, which saw increases of 13.74%, 12.10%, and 5.07% respectively [1] - Stocks with the largest declines included Saiseng Pharmaceutical, *ST Wanfang, and Huiyu Pharmaceutical, which fell by 5.45%, 4.89%, and 3.31% respectively [1] Group 2 - The main capital flow into the recombinant protein concept sector showed a net outflow of 86 million yuan, with 15 stocks experiencing net inflows [2] - The stock with the highest net inflow was Dezhan Health, which saw a net inflow of 124 million yuan, followed by Yipin Hong, Chengdu Xian Dao, and Haoyuan Pharmaceutical with net inflows of 96.47 million yuan, 79.22 million yuan, and 65.75 million yuan respectively [2][3] Group 3 - In terms of capital inflow ratios, Dezhan Health, Haoyuan Pharmaceutical, and Yipin Hong had the highest net inflow rates at 15.06%, 10.07%, and 9.66% respectively [3] - The top stocks in the recombinant protein concept based on capital flow included Dezhan Health, Yipin Hong, Chengdu Xian Dao, and Haoyuan Pharmaceutical, with respective daily price changes of 4.85%, 1.29%, 13.74%, and 4.14% [3]

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]