ZHONGSHENGYAOYE(SZ:002317) Xin Lang Cai Jing·2025-07-21 08:45Core Viewpoint - The pharmaceutical industry is undergoing a profound transformation from "following innovation" to "source breakthrough," driven by new quality productivity and technological innovation [2][12]. Company Overview - Guangdong Zhongsheng Pharmaceutical Co., Ltd. was established in 1979 and listed on the Shenzhen Stock Exchange in December 2009, with stock code 002317 [4]. - The company integrates drug research and development, production, and sales, positioning itself as one of China's top 100 pharmaceutical companies [4]. - Zhongsheng Pharmaceutical focuses on high-quality products and services, with a product portfolio covering major disease areas such as cardiovascular, respiratory, ophthalmology, and digestion [4]. Innovation and Product Development - The company has established a development strategy centered on traditional Chinese medicine, innovation, and focusing on specialty areas, with core products including the Compound Thrombus Tong series and Brain Thrombus Tong capsules [4]. - Zhongsheng is the only domestic company with innovative drugs for both COVID-19 and influenza, having successfully launched the first peptide 3CL single-agent antiviral drug for COVID-19 and the first RNA polymerase PB2 protein inhibitor for influenza [4][8]. - The company has invested in innovative drug development, with two new drugs launched recently, including the innovative drug for treating adult influenza, which was approved in May [8]. Digital Transformation - The company is investing 300 million yuan in its subsidiary to create a smart, digital, and intensive traditional Chinese medicine extraction workshop [9]. - Advanced technologies such as cloud computing, big data, artificial intelligence, and IoT are being utilized to enhance the entire pharmaceutical supply chain [7][9]. Sustainable Development Strategy - Zhongsheng emphasizes the coordination between traditional and emerging businesses, proposing a sustainable development structure that includes innovative drugs as the leading force, traditional Chinese medicine as the foundation, and chemical generics as support [10]. - The company has maintained a research and development investment of over 8% of its revenue annually since 2010, with recent years exceeding 10% [12]. Industry Trends - The core of new quality productivity in the biopharmaceutical industry lies in technological innovation and the transformation of results [6]. - The industry is expected to evolve towards innovation-driven and high-quality growth, supported by policy, market changes, and technological advancements [6].