Overview - Shanghai Fosun Pharmaceutical (Group) Co., Ltd. announced that its subsidiary, Shanghai Chaohui Pharmaceutical Co., Ltd., has had its drug registration application for Benzocaine Gel accepted by the National Medical Products Administration [2] Drug Information and Research Status - The drug is a chemical product independently developed by the group, intended for transdermal local anesthesia, suitable for adults and infants over one month old [3] - As of December 2025, the cumulative R&D investment for this drug is approximately RMB 7.19 million (unaudited) [4] - According to the latest IQVIA CHPA data, the estimated sales for Benzocaine Gel in mainland China (excluding Hong Kong, Macau, and Taiwan) is approximately RMB 443 million in 2024 [4] Impact on the Company - The acceptance of the drug registration application will not have a significant impact on the group's current performance, as commercial production is contingent upon passing GMP compliance checks and obtaining drug registration approval [5] - The specific sales performance of the drug post-launch may be influenced by factors such as medication demand, market competition, and sales channels, which carry a high degree of uncertainty [5]

Group 1: Company Performance - SMIC reported a net profit of 1.223 billion yuan for Q4 2025, representing a year-on-year increase of 23.2% [1] - The company's revenue for the same period reached 17.813 billion yuan, up 11.9% year-on-year, driven by increased wafer sales and higher capacity utilization [1] - Longi Green Energy's net profit for 2025 is expected to grow by 16% to 26% [7] Group 2: Stock Market Activity - Jia Mei Packaging's stock price surged by 567.11% from December 17, 2025, to February 10, 2026, leading to multiple trading suspensions for verification [1] - Hengdian Film's stock experienced a cumulative price increase of 100% over ten trading days, prompting a warning of potential trading suspension if the price continues to rise [1] - Dawi Technology clarified that its Zhangbei data center project does not involve computing leasing services, despite media speculation [3] Group 3: Investment and Projects - Zhongtung High-tech plans to invest 145 million yuan in a new PCB drill needle project to expand market share and secure raw material supply [4] - Yunda Group's subsidiary signed a 1.331 billion yuan EPC contract, accounting for 86.66% of the company's audited revenue for 2024 [8] - Dong'a Ejiao intends to invest 1.485 billion yuan in a health consumer goods industrial park project [8] Group 4: Market Trends and Demand - Demand for new optical fiber and cable products for data centers is growing, but currently represents a small portion of the global market [2] - The overall demand for telecommunications optical fiber and cable products remains stable, despite price fluctuations [2] - The market for AI short drama business remains uncertain, with no revenue generated yet [1]

Core Viewpoint - Fosun Pharma's subsidiary Shanghai Chaohui Pharmaceutical has had its drug registration application for Benzocaine Gel accepted by the National Medical Products Administration, marking a significant step in the company's product development [1][2]. Group 1: Company Developments - The drug, Benzocaine Gel, is a chemical product independently developed by the group [1]. - It is intended for transdermal local anesthesia, specifically for skin anesthesia prior to venipuncture or intravenous catheterization [1]. - The product is suitable for adults and infants over one month old [1]. Group 2: Regulatory Milestones - The acceptance of the drug registration application by the National Medical Products Administration is a crucial regulatory milestone for the company [2].

Group 1 - Baichuan Co., Ltd. announced a recent price increase for some of its main products due to market supply and demand factors, but the sustainability of this price fluctuation remains uncertain, making it difficult to predict the impact on the company's performance [1] - Jincheng Co., Ltd. plans to increase its acquisition of CMH Company by an additional 42.50% stake, which will give it a total ownership of 97.5% and ultimate control over CMH [2] - Xinhang New Materials intends to raise no more than 1 billion yuan through a private placement of A-shares, with the funds allocated for projects including high-performance resin production and a composite materials innovation center [3] Group 2 - SMIC reported a sales revenue of $2.489 billion for Q4 2025, a 4.5% increase quarter-on-quarter, with an annual revenue of $9.327 billion, reflecting a 16.2% year-on-year growth [4] - China Railway Construction recently won 10 major projects, each valued over 1.5 billion yuan, totaling 45.142 billion yuan, which represents 4.23% of the company's audited revenue for 2024 [5] - Shenzhen Airport recorded a passenger throughput of 5.8795 million in January 2026, a year-on-year increase of 2.84% [6] Group 3 - China State Construction reported a new contract total of 399.5 billion yuan in January 2026, marking a 1.8% year-on-year increase [7] - Jindi Group's sales amount in January 2026 decreased by 45.78% year-on-year, with a signed area of 78,000 square meters [8] - Changyuan Power achieved a power generation of 3.971 billion kWh in January 2026, a year-on-year increase of 37.81% [9] Group 4 - Senyuan Electric is expected to win a project from the Southern Power Grid valued at 272 million yuan [10] - Chengyi Pharmaceutical's products are set to be selected for the national centralized procurement of expiring varieties [12] - Xinwufeng reported a 10.71% year-on-year decrease in pig sales volume in January 2026 [13] Group 5 - Shengnong Development's sales revenue in January 2026 increased by 40.48% year-on-year, with chicken sales volume rising by 42.79% [14] - Minglida announced the termination of its investment in a key component manufacturing project due to global economic uncertainties [15] - CITIC Securities reported that its subsidiary, Huaxia Fund, achieved a net profit of 2.396 billion yuan in 2025 [16] Group 6 - Pianzaihuang completed the first subject enrollment for its Phase II clinical trial of PZH2107 [17] - Xinzhou Bang reported a 16.56% year-on-year increase in net profit for 2025 [18] - Ankai Bus produced 761 vehicles in January 2026, a year-on-year increase of 35.65% [19] Group 7 - Weilan Bio plans to acquire a 50% stake in Aidimeng Weilan for 47 million yuan [20] - Ningbo Gaofa intends to establish a wholly-owned subsidiary with an investment of no more than 100 million yuan [21] - Shanghai Airport signed a leasing contract worth approximately 585 million yuan with the Shanghai Airport Group [22] Group 8 - Fosun Pharma's subsidiary received acceptance for a drug registration application [23] - Jindai Home's subsidiary invested in acquiring shares in a North American market company [24] - Huatong Co. reported a 1.45% year-on-year decrease in pig sales revenue in January 2026 [25] Group 9 - Yunnan Energy Investment's Nanchong Wind Power Project has been approved with a total installed capacity of 62,500 kW [28] - Youyan Silicon reported a 10.14% year-on-year decrease in net profit for 2025 [29] - Jinpu Titanium announced a temporary shutdown of its Nanjing Titanium White production due to reduced demand [30] Group 10 - Yipin Hong completed the sale of its stake in Arthrosi for a total of $9.5 billion in upfront payments [31] - Liande Co. stated that its gas turbine business currently has limited supply, with minimal impact on overall performance [32] - Tiens Wind Power signed new contracts worth 870 million yuan in the offshore engineering sector [33] Group 11 - Daqin Railway reported a freight volume of 31.28 million tons in January 2026, a year-on-year increase of 5% [34] - ST Mingcheng successfully dismissed all claims from Beijing Fusheng in a recent court ruling [35] - Zhiyang Innovation is planning to acquire control of Lingming Photon and will continue its stock suspension for up to five trading days [36][37] Group 12 - Fulai New Materials accelerated the commercialization of flexible sensors, preparing for mass production of its third-generation electronic skin products [38] - Minhe Co. reported a 36.89% year-on-year decrease in sales of broiler chicks in January 2026 [39] - Ruiang Gene received government subsidies totaling 2 million yuan [40] Group 13 - Huiyu Pharmaceutical's shareholder was forced to reduce holdings by 0.307% due to a court order [41] - Fuyuan Pharmaceutical's subsidiary obtained a drug registration certificate for a new oral solution [42] - Xuantai Pharmaceutical's product is set to be selected for national procurement [43] Group 14 - Chunqiu Electronics completed the cancellation of 9.1369 million repurchased shares [44] - Jinguang Electric won a bid worth approximately 28.8691 million yuan [45] - Hongda Co. plans to invest approximately 71.43 million yuan in a 110kV power transmission project [46] Group 15 - Nanchao Foods reported a 1.99% year-on-year decrease in revenue for January 2026 [47] - Shisheng Intelligent plans to repurchase shares worth between 17.5 million and 35 million yuan [48]

Core Viewpoint - Fosun Pharma's subsidiary, Shanghai Chaohui Pharmaceutical Co., Ltd., has received acceptance for the drug registration application of Benzocaine Gel by the National Medical Products Administration, indicating progress in the company's product pipeline [1] Group 1: Product Development - The drug is a self-developed chemical product intended for topical anesthesia, suitable for adults and infants over one month old [1] - The cumulative R&D investment for this drug is approximately RMB 7.19 million (unaudited) as of December 2025 [1] Group 2: Market Potential - According to IQVIA CHPA, the sales revenue of Benzocaine Gel in mainland China (excluding Hong Kong, Macau, and Taiwan) is projected to be around RMB 443 million in 2024 [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不 發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損 失承擔任何責任。 上海復星醫藥（集團）股份有限公司 董事長 陳玉卿 上 海 復 星 醫 藥（ 集 團 ）股 份 有 限 公 司 Shanghai Fosun Pharmaceutical (Group) Co., Ltd.* （於中華人民共和國註冊成立的股份有限公司） （股份代號：02196） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 茲載列上海復星醫藥（集團）股份有限公司（「本公司」）在上海證券交易所網站刊登的《關於 控股子公司藥品註冊申請獲受理的公告》，僅供參閱。 承董事會命 中國，上海 2026 年2 月1 0 日 於本公告日期，本公司之執行董事為陳玉卿先生、關曉暉女士、文德鏞先生、王可心先生及劉毅先生；本公 司之非執行董事為陳啟宇先生及潘東輝先生；本公司之獨立非執行董事為余梓山先生、王全弟先生、Chen Penghui先生及楊玉成先生；以及本公司職工董事為嚴佳女士。 证 ...

证券代码：600196 股票简称：复星医药 编号：临 2026-020 上海复星医药（集团）股份有限公司 关于控股子公司药品注册申请获受理的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、概况 近日，上海复星医药（集团）股份有限公司（以下简称"本公司"）控股子公 司上海朝晖药业有限公司就盐酸丁卡因凝胶（以下简称"该药品"）的药品注册申 请获国家药品监督管理局受理。 二、该药品的基本信息及研究情况 三、对上市公司的影响及风险提示 该药品在进行商业化生产前，尚需（其中主要包括）通过 GMP 符合性检查、获 得药品注册批准等。本次药品注册申请获受理不会对本集团现阶段业绩产生重大影 响。 1 由 IQVIA 提供，IQVIA 是全球医药健康产业专业信息和战略咨询服务提供商；IQVIA CHPA 数据代表中国境 内 100 张床位以上的医院药品销售市场，不同的药品因其各自销售渠道布局的不同，实际销售情况可能与 IQVIA CHPA 数据存在不同程度的差异。 1 由于医药产品的行业特点，药品上市后的具体销售情况可能受到（包括但不 ...

Core Viewpoint - Fosun Pharma announced that its subsidiary Shanghai Chaohui Pharmaceutical's registration application for the drug Benzocaine Hydrochloride Gel has been accepted by the National Medical Products Administration. This drug is independently developed by the group for transdermal local anesthesia [1] Group 1: Drug Development and Financials - The drug is expected to have a cumulative R&D investment of approximately 7.19 million yuan by December 2025 [1] - The projected sales revenue for the drug in China is approximately 443 million yuan in 2024 [1] - The commercialization of the drug requires multiple approvals, and the current acceptance does not impact the company's performance at this stage, indicating uncertainty in sales [1]

医药赛道方面，2025年多项关键性的创新药BD为未来复星创新药的可持续性增长，打下了坚实的基 础。其中，复星医药控股子公司药友制药与辉瑞签订全球独家许可协议，授予辉瑞口服小分子GLP-1药 物YP05002全球范围内独家开发、生产及商业化权利，协议包含首付款、里程碑付款及销售分层特许权 使用费，潜在总金额超20亿美元；复星医药控股子公司复星医药产业与生物技术公司Clavis Bio达成战 略合作，双方将基于由Clavis Bio提名的前沿靶点共同开发创新疗法，根据协议，复星医药将可获得至 多72.5亿美元付款。 2026年开年以来，复星在旅文、医药、保险等核心赛道表现亮眼。公开信息显示，复星旗下ClubMed国 内5家精致"一价全包"度假村入境营业额较去年同期实现翻三倍增长，旗下生物医药研发平台复宏汉霖 宣布与卫材株式会社就抗PD-1单抗汉斯状在日本达成独家商业化及共同独家开发与生产许可协议，潜 在总金额超3亿美元。 新春旅游需求的承接及创新药的持续商业化落地等，延续了复星2025年核心赛道稳中有升的发展态势。 纵观复星过去一年的发展和今年的开年势头，"瘦身健体"的战略推进依旧坚定：退出一些非核心项目的 同时 ...

Core Insights - Fosun has reported significant growth in its core sectors, including tourism, pharmaceuticals, and insurance, with notable achievements in early 2026 [1][2][3] Tourism Sector Performance - Fosun's Club Med resorts in China saw a threefold increase in inbound revenue compared to the same period last year, with a 33% revenue growth during the New Year period [1][2] - The company launched three major product lines in 2025, resulting in 14 project signings, including five super resorts and eight super tourism zones [2] - The average occupancy rate for three ice and snow resorts exceeded 97%, while two sunshine resorts doubled their revenue [2] Pharmaceutical Sector Developments - Fosun Pharma's subsidiary signed a global exclusive licensing agreement with Pfizer for a GLP-1 drug, with potential total payments exceeding $2 billion [3] - The company is also collaborating with Clavis Bio for innovative therapies, with potential payments up to $7.25 billion [3] - Fosun's innovative drugs are expected to achieve significant market breakthroughs in 2026, with several products anticipated to receive regulatory approvals [3] Insurance Sector Growth - Fosun's insurance companies reported substantial growth, with Fosun United Health Insurance's revenue reaching 7.84 billion yuan, a 50% increase year-on-year [3][4] - Fosun Baodexin Life Insurance achieved a 36.2% revenue growth, totaling 12.6 billion yuan, with a net profit increase of over 450% [3][4] Financial Health and Strategy - Fosun has maintained a strong financial position, with a debt-to-capital ratio of 53% and a decrease in debt costs [5][6] - The company successfully executed significant equity sales, raising substantial funds to support its core business focus [6] - Fosun plans to reduce interest-bearing debt by approximately 10 billion yuan annually over the next two to three years, aiming for an "investment-grade" rating [6] Future Prospects - Fosun is preparing for potential IPOs of two subsidiaries, which could enhance strategic synergies and investment returns [7] - The company is well-positioned to capitalize on opportunities in the aging population and the growing demand for health and wellness, as well as tourism in emerging markets [7][8]