医药生物行业周报：安徽省中成药集采新动态，关注受影响相关标的

Investment Rating - The industry investment rating is maintained as "Overweight" [5]. Core Viewpoints - The adjustment of the Anhui Province Traditional Chinese Medicine (TCM) procurement catalog has removed products such as Ganmaoling. The latest catalog has been reduced from 35 products in 18 groups to 22 products in 12 groups [17][20]. - The procurement catalog includes various OTC TCM products, with a focus on diabetes and hypertension medications. The procurement will involve public medical institutions, military medical institutions, and community medical institutions [17][20]. - The selection rules for procurement are well-defined, incorporating both price and technical indicators to calculate the comprehensive score of bidding companies [17][20]. Market Review - During the week of November 18-22, 2024, the A-share Shenwan Pharmaceutical and Biological sector fell by 2.36%, outperforming the CSI 300 index by 0.24 percentage points and the ChiNext index by 0.49 percentage points [21]. - The Hang Seng Healthcare Index decreased by 1.99%, underperforming the Hang Seng Index by 0.98 percentage points [21]. Company Dynamics - Recent announcements include: - Yifan Pharmaceutical received approval for a new drug registration certificate for Methanesulfonic Acid New Stigmine Injection [30]. - Enhua Pharmaceutical obtained approval for Mecuronium Bromide Injection [30]. - Jiuzhou Pharmaceutical received a GMP certificate from the UK Medicines and Healthcare Products Regulatory Agency [30]. Financing Dynamics - Micron Biologics plans to raise funds through a directed issuance of 9.6 million shares [31]. Unlocking Dynamics - Significant unlocking events include: - Anxu Biotech had 9,531.20 thousand shares unlocked, valued at approximately 380.96 million yuan [36]. - JianKai Technology had 3.60 thousand shares unlocked, valued at approximately 0.21 million yuan [36].