上市公司：江西铜业（600362），安源煤业（600397），九丰能源（605090），中国稀土（000831）， 仁和药业（000650），富祥药业（300497），同和药业（300636），江中药业（600750），煌上煌 （002695），甘源食品（002991），阳光乳业（001318），百胜智能（301083），南矿集团 （001360），江铃汽车（000550） 数据来源：国家统计局，智研咨询整理 2025年上半年，江西省工业企业数（以下数据涉及的工业企业，均为规模以上工业企业，从2011年起， 规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入2000万元）为19279 个，和上年同期相比，增加了554个，同比增长2.96%，占全国的比重为3.71%。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2025-2031年中国工业云行业市场深 ...

Core Viewpoint - Tonghe Pharmaceutical's investment in Hangzhou Boya Biopharmaceutical Co., Ltd. focuses on the development and production of long-acting complex formulations, but it is not classified as an innovative drug company [1] Company Information - Hangzhou Boya was established in 2023 and is based in Hangzhou, specializing in long-acting complex formulations [1] - The core team of Hangzhou Boya is led by Dr. Xia Jinqiang, who has over 30 years of experience in drug development and has held senior positions in major pharmaceutical companies [1] - Dr. Xia's credentials include a postdoctoral fellowship at Cornell University and a Ph.D. from Texas A&M University, along with a master's degree in analytical chemistry from the Dalian Institute of Chemical Physics [1] Research Focus - Hangzhou Boya's research is concentrated on complex dosage forms such as microsphere injectables, oral dissolving films, and biopharmaceuticals [1]

Group 1 - Weihai Guangtai reported a net profit of 83.32 million yuan for the first half of 2025, a year-on-year decrease of 22.41%, while total revenue reached 1.425 billion yuan, an increase of 10.91% [1] - Haowei Group expects a net profit increase of 39.43% to 49.67% for the first half of 2025, estimating a profit range of 1.906 billion to 2.046 billion yuan [1] - Tengda Construction won a bid for a project worth 118 million yuan, with a construction period of 500 calendar days [1] Group 2 - Shanda Power plans to use up to 520 million yuan of idle raised funds for cash management, investing in safe and liquid products with a term not exceeding 12 months [3] - Rundu Co., Ltd. received approval for the listing application of its chemical raw material drug, which is suitable for surgical treatment in adults and children over one month old [4] - Zhongyuan Qihua's subsidiary's clinical trial application for a drug aimed at treating pulmonary fibrosis has been accepted [4] Group 3 - Shanghai Xiba plans to establish a joint venture with Yuyuan Rare Earth, focusing on advanced materials for lithium-ion solid-state batteries, with a registered capital of 200 million yuan [6] - Aorite's senior management plans to reduce their holdings by up to 62,500 shares, accounting for 0.02% of the company's total equity [7] - Yipin Hong's subsidiary's clinical trial application for a new oral drug for endometriosis has been accepted [8] Group 4 - Haya Pharmaceutical plans to lease idle assets covering 22,671.39 square meters for a period of 10 years [9] - Southern Precision Engineering applied for a credit limit of 50 million yuan from a bank for operational purposes [11] - Jindawei's subsidiary established a joint venture with a registered capital of 5 million yuan, focusing on the sale of food additives and health products [12] Group 5 - Gaode Infrared signed a product order contract worth 307 million yuan, expected to account for 11.46% of the company's audited revenue for 2024 [13] - Xichang Electric will implement a low valley electricity price policy starting September 1, 2025, which is expected to reduce net profit by approximately 5.55 million yuan [14] - Huyou Pharmaceutical's first subject has been dosed in a Phase I clinical trial for a drug targeting advanced solid tumors [16] Group 6 - Chuanheng Co., Ltd. received a patent for a dust removal system in mining operations [17] - Spring Wind Power's application for issuing convertible bonds has been accepted by the Shanghai Stock Exchange [18] - Liuyao Group plans to repurchase shares worth between 100 million and 200 million yuan [19] Group 7 - Baiyun Electric has obtained a commitment letter for a stock repurchase loan of up to 18 million yuan [20] - Tonghe Pharmaceutical received a patent for a method of preparing an intermediate for a migraine treatment drug [21] - Tainkang's subsidiary's Phase II clinical trial for a drug for vitiligo has shown significant efficacy and safety [23] Group 8 - Yuhua Tian's secretary and deputy general manager resigned for personal reasons [24] - Heizhima's controlling shareholder is planning a change in control, leading to a temporary suspension of stock trading [25] - Keda Li's subsidiary completed a capital increase, raising its registered capital to 700 million yuan [26] Group 9 - Fangda Special Steel's shareholder plans to reduce holdings by up to 1% of the company's shares [28] - ST Pava's director is under investigation for alleged embezzlement, but the company's operations remain normal [29] - Jiachuan Video's controlling shareholder is planning a change in control, resulting in a temporary stock suspension [32] Group 10 - Danhua Technology will change its stock name to Jinmei Technology starting August 7, 2025, due to a relocation of its registered office [33] - Morning Wind Technology's shareholder plans to reduce holdings by up to 1% of the company's shares [34] - Leshan Electric will adjust residential gas prices starting September 1, 2025, which is expected to increase gross profit by approximately 2.7 million yuan [35] Group 11 - SAIC Motor reported a total vehicle sales of 337,500 units in July 2025, a year-on-year increase of 34.22%, with significant growth in new energy vehicle sales [36] - LIGONG Navigation's shareholders plan to reduce holdings by up to 3% of the company's shares [37] - United Imaging's employee stock ownership platform plans to reduce holdings by up to 1.62% of the company's shares [38] Group 12 - Beiqi Blue Valley's subsidiary reported a 6.38% decline in sales in July 2025 [39] - Watson Bio's clinical research application for an mRNA vaccine has been accepted [40]

Core Viewpoint - Tonghe Pharmaceutical (SZ 300636, closing price: 8.77 yuan) announced on August 4 that it has received an invention patent certificate from the National Intellectual Property Administration for a method of preparing the intermediate of Remogliflozin [2] Company Summary - The patent is titled "A Preparation Method for an Intermediate of Remogliflozin" [2]

证券代码：300636 证券简称：同和药业 公告编号：2025-040 专利号：ZL 2023 1 0869300.2 专利类型：发明专利 专利申请日：2023.07.17 授权公告日：2025.08.01 专利权人：江西同和药业股份有限公司 江西同和药业股份有限公司 关于取得发明专利证书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 江西同和药业股份有限公司（以下简称"公司"）于近日收到国 家知识产权局颁发的发明专利证书，具体情况如下： 发明名称：一种瑞美吉泮中间体的制备方法 注：专利权自授权公告之日起生效。专利权期限为二十年，自申请日起算。 本发明涉及一种瑞美吉泮关键中间体的制备方法，瑞美吉泮是一 种临床用于治疗偏头痛的药物。本发明提供的制备方法可以显著降低 瑞美吉泮关键中间体的制备成本，更适合于工业化生产。 上述发明专利的取得不会对公司近期生产经营产生重大影响，但 有利于发挥公司自主知识产权技术优势，完善知识产权保护体系，从 而增强公司核心竞争力。 特此公告。 江西同和药业股份有限公司董事会 二〇二五年八月四日 1/ 1 ...

Investment Rating - The report recommends a "Buy" rating for multiple companies in the pharmaceutical sector, including Junshi Biosciences, Hualan Biological Engineering-B, and others [3]. Core Insights - The pharmaceutical sector has shown a 1.90% increase this week, outperforming the CSI 300 index by 0.21 percentage points. Sub-sectors such as pharmaceutical outsourcing, vaccines, and medical consumables performed well, while innovative drugs lagged behind [6][42]. - The report emphasizes the potential of the 4-1BB target in cancer treatment, particularly the PD-L1/4-1BB bispecific antibodies, which may address the limitations of PD-1/PD-L1 monotherapy [5][16][17]. Summary by Sections Industry Viewpoints and Investment Recommendations - 4-1BB is recognized as a promising target for tumor therapy, enhancing T cell activation and survival, which is crucial for effective immune responses against cancer [16]. - Investment strategies focus on the innovative drug sector, driven by increased liquidity and risk appetite, with a recommendation to pay attention to companies with strong pipelines in bispecific antibodies and ADCs [6][38]. Pharmaceutical Industry Market Performance - The pharmaceutical sector's overall P/E ratio is reported at 30.67 times, with a premium of 40.37% compared to the overall A-share market excluding financials [42]. Company Dynamics - Notable company developments include: - LIZHU Group's successful Phase III trial for a monoclonal antibody for psoriasis [43]. - Baiyang Pharmaceutical's planned share reduction by its major shareholder [43]. - Mylab's new medical device approval, enhancing market competitiveness [44]. Industry Dynamics - The report highlights the increasing focus on innovative drug development and the potential for significant market opportunities in the context of upcoming patent expirations for key small molecule drugs [38].

Core Viewpoint - The company has received market access approval for its active pharmaceutical ingredients, Agomelatine and Oxycodone, in South Korea, which will positively impact its international market expansion efforts [1] Group 1 - The company announced the receipt of drug registration certificates from the South Korean Ministry of Food and Drug Safety [1] - The approval signifies that Agomelatine and Oxycodone have gained entry into the South Korean market [1] - This development is expected to enhance the company's ability to expand its international business operations [1]

Core Viewpoint - The company Tonghua Dongbao Pharmaceutical has received registration certificates from the Korean Ministry of Food and Drug Safety (MFDS) for two drugs, Agomelatine and Opicapone, which will enhance its international market presence [1] Group 1: Drug Approvals - Agomelatine is indicated for the treatment of adult depression [1] - Opicapone is a COMT inhibitor primarily used for the treatment of Parkinson's disease and Parkinson's syndrome [1] Group 2: Market Impact - The approval of Agomelatine and Opicapone for the Korean market will positively contribute to the company's efforts to expand its international business [1]

完整，没有虚假记载、误导性陈述或重大遗漏。 江西同和药业股份有限公司（以下简称"公司"）于 2025 年 4 月 23 日召开第四届董事会第四次会议审议通过了《关于 2022 年限制性 股票激励计划首次授予部分第三个限售期解除限售条件未成就及回 购注销部分限制性股票的议案》，鉴于公司 2022 年限制性股票激励计 划部分激励对象离职及首次授予部分、暂缓授予部分第三个解除限售 期解除限售条件未成就，同意根据《江西同和药业股份有限公司 2022 年限制性股票激励计划》的相关规定回购注销前述所涉激励对象已获 授但未解除限售的合计 1,575,855 股限制性股票。回购注销完成后， 公司总股本由 42,152.7350 万股变更为 41,995.1495 万股，注册资本 由 42,152.7350 万 元 变 更 为 41,995.1495 万 元 ， 投 资 总 额 由 42,152.7350 万元变更为 41,995.1495 万元。 公司于 2025 年 5 月 16 日召开了 2024 年年度股东大会，审议通 过了《关于 2022 年限制性股票激励计划首次授予部分第三个限售期 解除限售条件未成就及回购注销部分 ...

证券代码：300636 证券简称：同和药业 公告编号：2025-038 江西同和药业股份有限公司 关于公司获得韩国药品注册证书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 江西同和药业股份有限公司（以下简称"公司"）于近日收到韩 国食品药品安全部（MFDS）颁发的阿戈美拉汀、奥吡卡朋药品注册证 书，相关信息如下： 1、阿戈美拉汀药品注册证书 生产商名称：江西同和药业股份有限公司 生产商地址：江西省奉新高新技术产业园区 2、奥吡卡朋药品注册证书 生产商名称：江西同和药业股份有限公司 生产商地址：江西省奉新高新技术产业园区 认证范围：奥吡卡朋原料药 证书编号：2025-A1-1644 签发日期：2025.07.17 阿戈美拉汀适用于治疗成人抑郁症。 认证范围：阿戈美拉汀原料药 证书编号： 2025-A1-1548 签发日期：2025.07.02 公司进一步扩大国际市场业务起到积极作用。由于医药行业的特点， 相关产品在国际市场的销售情况易受到市场环境变化、汇率波动等因 素影响，敬请广大投资者谨慎决策，注意防范投资风险。 特此公告。 江西同和药业股份有限公司 ...