Core Viewpoint - The company, Huaren Health, announced that its wholly-owned subsidiary, Jiangsu Shenhua Pharmaceutical Co., Ltd., has received a drug registration acceptance notice for Fumaric Acid Vonoprazan Tablets from the National Medical Products Administration of China, indicating the product has entered the registration review phase [1] Group 1 - The drug is a novel potassium ion competitive acid blocker used for treating reflux esophagitis and in combination with appropriate antibiotics to eradicate Helicobacter pylori [1] - The acceptance notice signifies the beginning of the registration review process, but the completion time, approval results, and specific sales situation post-approval remain uncertain [1] - The company stated that this development will not have a significant impact on its short-term performance [1]

Core Viewpoint - Huaren Health (301408.SZ) has received the acceptance notice for the drug registration application of Fumaric Acid Vonoprazan Tablets from the National Medical Products Administration, indicating a significant step towards market entry for this new medication [1] Group 1: Product Information - Fumaric Acid Vonoprazan Tablets are a new type of potassium-competitive acid blocker (P-CAB) that can reversibly inhibit the H+/K+-ATPase in gastric parietal cells without relying on an acidic environment [1] - The drug is stable in highly acidic environments and can rapidly, effectively, and durably suppress gastric acid secretion, significantly reducing the occurrence of nighttime acid elevation [1] - As a next-generation acid suppressant, it offers a unique mechanism for acid secretion inhibition, leading to better therapeutic effects and higher safety [1] Group 2: Usage Guidelines - The use of Fumaric Acid Vonoprazan Tablets must strictly follow medical advice to ensure rational medication [1]

Core Viewpoint - The announcement highlights that Jiangsu Shenhua Pharmaceutical Co., Ltd., a wholly-owned subsidiary of Huaren Health, has received the acceptance notice for the drug registration application of Fumaric Acid Vonoprazan Tablets from the National Medical Products Administration of China, indicating a significant step towards market entry for this new medication [1] Group 1: Drug Information - Fumaric Acid Vonoprazan is a novel potassium-competitive acid blocker (P-CAB) that can reversibly inhibit the H+/K+-ATPase on gastric parietal cells in a potassium-competitive manner without relying on an acidic environment [1] - The drug is stable in highly acidic environments and can rapidly, effectively, and durably suppress gastric acid secretion from gastric parietal cells, significantly reducing the occurrence of nighttime gastric acid elevation [1] - It was officially approved for marketing in China on December 18, 2019, for the treatment of gastroesophageal reflux disease, making it the first P-CAB to enter the Chinese market [1]

Core Viewpoint - The company Huaren Health (301408) announced that its wholly-owned subsidiary, Jiangsu Shenhua Pharmaceutical Co., Ltd., has received the acceptance notice for the drug registration application of Fumaric Acid Vonoprazan Tablets from the National Medical Products Administration [1] Group 1: Product Information - Fumaric Acid Vonoprazan Tablets are a new type of potassium ion competitive acid blocker (P-CAB) [1] - The drug can reversibly inhibit the H+/K+-ATPase on gastric parietal cells in a potassium ion competitive manner without relying on an acidic environment [1] - It is stable in highly acidic environments and can rapidly, effectively, and durably suppress gastric acid secretion from gastric parietal cells, significantly reducing the occurrence of nighttime gastric acid elevation [1]

证券代码：301408 证券简称：华人健康 公告编号：2025-064 安徽华人健康医药股份有限公司 关于全资子公司收到药品注册受理通知书的公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，不存在任何 虚假记载、误导性陈述或者重大遗漏。 近日，安徽华人健康医药股份有限公司（以下简称"公司"）全资子公司江 苏神华药业有限公司收到国家药品监督管理局下发的富马酸伏诺拉生片药品注 册上市许可申请《受理通知书》。现将相关情况公告如下： 一、《受理通知书》主要内容 申请事项：境内生产药品注册上市许可 受理号：CYHS250***0 二、富马酸伏诺拉生片的相关情况 富马酸伏诺拉生片是一种新型的钾离子竞争性酸阻滞剂(P-CAB)，该药可以 在不依赖酸性环境的情况下，以钾离子竞争性的方式可逆性的抑制胃壁细胞上 H+ /K+ -ATP 酶，强酸性环境中较为稳定，可迅速、强效、持久的抑制胃壁细胞分 泌胃酸，显著降低夜间胃酸升高的发生。作为新一代抑酸药物，它通过独特方式 抑制胃酸分泌，具有快速起效和持久抑酸的效果，其创新机制带来更好的治疗效 果和较高的安全性。但具体使用需严格遵循医嘱，确保合理用药。 2019 年 12 ...

Core Viewpoint - The current industry consolidation window is evident, with small and medium-sized chain enterprises facing multiple pressures from new social security regulations, strong supervision from medical insurance and taxation, creating favorable conditions for consolidation [1] Group 1: Company Strategy - The company management prefers a prudent consolidation strategy based on strategic layout, focusing on developing chain franchise business and comprehensive terminal procurement membership business to build a more competitive business model [1] - The company plans to strengthen regional markets through small-scale acquisitions in already entered markets rather than pursuing large-scale expansion [1] - In the short term, the company will adopt a cautious approach to seize consolidation opportunities while continuously monitoring market dynamics to lay the foundation for higher quality consolidation and layout in the future [1]

Core Insights - The company, Huaren Health, announced its strategic focus on deepening its presence in Anhui and expanding in East China while radiating to surrounding areas [1] Store Expansion - As of the end of the reporting period, the company operated a total of 2,266 directly-operated stores across Anhui, Jiangsu, Zhejiang, and Fujian provinces [1] - During the reporting period, the company added 529 new directly-operated stores, which included 51 self-built stores and 478 acquired stores [1] Future Strategy - The company plans to continue optimizing resource allocation through a targeted acquisition strategy to fill market gaps, particularly in economically strong areas of East China [1] - This strategy aims to enhance market coverage and penetration, laying a solid foundation for the sustainable and steady development of its retail business [1]

Core Viewpoint - The announcement by Huaren Health highlights the introduction of a "dual directory" mechanism by the National Medical Insurance Administration, which aims to complement the basic medical insurance directory with a commercial health insurance innovative drug directory, creating a new payment channel for the pharmacy industry [1] Group 1: Company Initiatives - The company has established a dedicated commercial insurance business department to facilitate cooperation with insurance companies and third-party firms [1] - Huaren Health is actively engaging with insurance companies on the Huiminbao project and has signed direct payment agreements with multiple insurers to enable direct claims at pharmacy stores for drugs listed in the commercial insurance directory [1] - The company is designing "insurance + drugs + services" packages to provide more comprehensive health protection services for patients [1] Group 2: Industry Trends - The integration of "medical-pharmaceutical-insurance" ecosystems is identified as a future trend, emphasizing the importance of collaboration between these sectors [1] - The company is implementing data sharing with the commercial insurance system to optimize prescription verification, expedite claims processing, and share medication details, thereby enhancing user experience and promoting deeper integration of the "medical-pharmaceutical-insurance" ecosystem [1]

证券日报网讯华人健康（301408）9月1日发布公告，在公司回答调研者提问时表示，毛利率的提升在企 业实际经营过程中，是多维度因素共同作用的结果。公司毛利率提升的主要因素有以下几个方面：首 先，采购成本优化：通过市场整合与供应商集中谈判，结合规模效应的提升，降低了整体采购成本；其 次，销售端强化：加强商品销售能力与终端推广，提升销售效率和市场份额；再次，费用端管控：严格 控制销售费用，减少降价折扣，优化支出结构，提升费用使用效率；另外，通过定价策略优化、B2C业 务优化，以及中药贴牌自有品牌与全国总代品种推广等，推动了整体毛利率的提升。 ...

Core Viewpoint - The announcement from Huaren Health highlights the significant impact of policy changes, such as extended medical insurance payment periods, on the pharmaceutical industry, creating opportunities for commercial health insurance and diversified payment channels [1] Industry Summary - The aging population and increasing health demands are driving growth in the pharmaceutical sector, particularly in retail pharmacy channels, with a notable rise in demand for chronic disease management and health services [1] - Retail pharmacies are positioned to enhance their service value and market status, benefiting from optimized payment structures to better meet public medication needs [1] Company Summary - Huaren Health focuses on pharmaceutical retail as its core business, aiming to build a unique competitive advantage through product innovation and differentiated services [1] - The company emphasizes deep integration of the industrial and commercial sectors to drive steady performance growth, leveraging a young and stable management team with innovative ideas [1] - The strategic direction includes internal growth and moderate acquisitions for business expansion, optimizing existing operations, and exploring emerging markets for sustainable growth [1]