Investment Rating - The report gives a "Market Weight" rating for the pharmaceutical and biotechnology industry, indicating that the industry index is expected to perform within ±10% of the market index over the next six months [26]. Core Insights - The SW pharmaceutical and biotechnology industry underperformed the CSI 300 index, declining by 0.75% from January 9 to January 22, 2026, which is approximately 0.46 percentage points lower than the CSI 300 index [11]. - Most sub-sectors within the industry recorded positive returns during the same period, with offline pharmacies and raw materials sectors leading with increases of 3.14% and 2.34%, respectively [12]. - Approximately 66% of stocks in the industry recorded positive returns, with the top performer, Baolait, seeing a weekly increase of 60.88% [13]. - The overall price-to-earnings (P/E) ratio for the SW pharmaceutical and biotechnology industry was approximately 52.01 times as of January 22, 2026, showing little change [19]. Summary by Sections 1. Market Review - The SW pharmaceutical and biotechnology industry lagged behind the CSI 300 index, with a decline of 0.75% from January 9 to January 22, 2026 [11]. - Most sub-sectors achieved positive returns, particularly offline pharmacies and raw materials, which rose by 3.14% and 2.34% respectively [12]. - About 66% of stocks in the industry had positive returns, with Baolait leading at a 60.88% increase [13]. - The industry’s P/E ratio was approximately 52.01 times, relative to the CSI 300's P/E ratio of 3.86 times [19]. 2. Industry News - Recent policy changes in Hebei Province have lifted restrictions on the quantity of drugs that hospitals can stock, allowing for more flexibility in drug procurement [24]. - The National Health Commission issued new medical treatment guidelines for trauma and burn victims to enhance emergency response capabilities [22][23]. 3. Company Announcements - Enhua Pharmaceutical announced the approval of a new drug registration certificate for a non-steroidal anti-inflammatory drug, which is expected to reduce the need for opioid pain relief post-surgery [25]. 4. Industry Outlook - The report suggests a focus on investment opportunities in the brain-computer interface sector, which is highlighted in the 14th Five-Year Plan, with ongoing policy support [26]. - Recommended stocks for attention include leading companies in medical devices, pharmaceutical retail, aesthetic medicine, and innovative drugs, among others [28].

Group 1 - Huakang Clean announced it is the first candidate for the bid of the Wuhan First Hospital expansion project with a bid amount of 54.88 million yuan and a construction period of 120 days [1] - Hualing Steel's subsidiary plans to invest 449.88 million yuan in a major overhaul project for its coking plant, aiming to address aging issues and restore production capacity over a 19-month construction period [2] - Yinjia Technology expects a net loss of 140 million to 110 million yuan for 2025, compared to a loss of 129 million yuan in the previous year [3] Group 2 - Guochuang High-tech forecasts a net profit of 16 million to 24 million yuan for 2025, recovering from a loss of 58.52 million yuan in the previous year [4] - Shiyi Da anticipates a net profit increase of 31 million to 46 million yuan for 2025, turning around from a loss of 23.41 million yuan last year [5] - Lijun Co. expects a net profit of 48 million to 66 million yuan for 2025, representing a decline of 45.05% to 60.03% compared to the previous year [7] Group 3 - Xindian Pharmaceutical plans to repurchase shares worth 25 million to 50 million yuan for employee stock ownership plans or equity incentives, with a maximum repurchase price of 42 yuan per share [6] - Jingchen Co. has set the initial transfer price for its shares at 82.85 yuan per share, with a total of 13.1 million shares to be transferred to 28 institutional investors [8] - Zejing Pharmaceutical received approval for clinical trials of its innovative cancer immunotherapy drug ZG005 in combination with platinum-based chemotherapy for advanced nasopharyngeal and esophageal squamous cell carcinoma [9] Group 4 - Xingqi Eye Medicine expects a net profit of 662 million to 749 million yuan for 2025, marking a growth of 95.82% to 121.56% compared to the previous year [10] - Liancheng Precision anticipates a net loss of 12 million to 17 million yuan for 2025, reducing its loss from 37.96 million yuan in the previous year [11] - Beidou Star expects a net loss of 230 million to 290 million yuan for 2025, improving from a loss of 350 million yuan last year [13] Group 5 - Qing Shan Paper's affiliate won a bid for a wastewater treatment project worth 51.9 million yuan [15] - Yiling Pharmaceutical forecasts a net profit of 1.2 billion to 1.3 billion yuan for 2025, recovering from a loss of 725 million yuan in the previous year [16] - Huahai Pharmaceutical received a drug registration certificate for its product used in treating depression and obsessive-compulsive disorder [23] Group 6 - Nanjing Panda expects a net profit of 10 million to 15 million yuan for 2025, turning around from a loss of 189 million yuan last year [40] - Rui Sheng Intelligent anticipates a net profit of 33.92 million to 38.40 million yuan for 2025, representing a growth of 112% to 140% compared to the previous year [41] - Jiechang Drive expects a net profit of 395 million to 437 million yuan for 2025, with a growth of 40% to 55% compared to the previous year [43]

证券代码：002262 证券简称：恩华药业 公告编号：2026-002 江苏恩华药业股份有限公司 右酮洛芬氨丁三醇注射液是一种非甾体抗炎镇痛药，是 COX-1 和 COX-2 活性的抑制剂，作 为阿片类镇痛药的辅助，用于成人不适合口服给药的急性中度至重度术后疼痛。本品镇痛效果 和安全性良好，可明显减少术后阿片类药物的用量。根据国家药品监督管理局药品数据显示， 目前该品种国内只有南京正科医药股份有限公司获得批准。 3、对公司的影响 右酮洛芬氨丁三醇注射液为公司首个围手术期注射用非甾体抗炎药（NSAIDs），本次获得 右酮洛芬氨丁三醇注射液的《药品注册证书》，丰富了公司在镇痛用药领域的产品管线，有利 于提升公司的市场竞争力，其上市销售将对公司今后业绩的提升产生积极的影响。 4、风险提示 公司在获得上述药品的注册证书后，将尽快启动生产和销售，期间可能受到一些不确定因 素的影响，敬请广大投资者谨慎决策，注意防范投资风险。 关于获得《药品注册证书》的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈 述或重大遗漏。 公司于近日获得国家药品监督管理局核准签发的化学药品右酮洛芬氨丁三醇注射液 ...

每经AI快讯，1月22日，恩华药业(002262.SZ)公告称，公司近日获得国家药品监督管理局核准签发的化 学药品右酮洛芬氨丁三醇注射液的《药品注册证书》。该药品是一种非甾体抗炎镇痛药，作为阿片类镇 痛药的辅助，用于成人不适合口服给药的急性中度至重度术后疼痛。右酮洛芬氨丁三醇注射液为公司首 个围手术期注射用非甾体抗炎药（NSAIDs），其上市销售将对公司今后业绩的提升产生积极的影响。 ...

恩华药业1月22日公告，公司近日获得国家药品监督管理局核准签发的化学药品右酮洛芬氨丁三醇注射 液的《药品注册证书》。右酮洛芬氨丁三醇注射液是一种非甾体抗炎镇痛药，是COX-1 和COX-2 活性 的抑制剂，作为阿片类镇痛药的辅助，用于成人不适合口服给药的急性中度至重度术后疼痛。 ...

格隆汇1月22日丨恩华药业(002262.SZ)公布，公司于近日获得国家药品监督管理局核准签发的化学药品 右酮洛芬氨丁三醇注射液的《药品注册证书》，右酮洛芬氨丁三醇注射液是一种非甾体抗炎镇痛药，是 COX-1和COX-2活性的抑制剂，作为阿片类镇痛药的辅助，用于成人不适合口服给药的急性中度至重度 术后疼痛。本品镇痛效果和安全性良好，可明显减少术后阿片类药物的用量。根据国家药品监督管理局 药品数据显示，目前该品种国内只有南京正科医药股份有限公司获得批准。 ...

恩华药业公告，公司于近日获得国家药品监督管理局核准签发的化学药品右酮洛芬氨丁三醇注射液的 《药品注册证书》。右酮洛芬氨丁三醇注射液为公司首个围手术期注射用非甾体抗炎药（NSAIDs）， 本次获得右酮洛芬氨丁三醇注射液的《药品注册证书》，丰富了公司在镇痛用药领域的产品管线，有利 于提升公司的市场竞争力，其上市销售将对公司今后业绩的提升产生积极的影响。 ...

恩华药业公告称，近日获国家药监局核准签发的化学药品右酮洛芬氨丁三醇注射液《药品注册证书》， 规格为2ml:50mg，剂型为注射剂，有效期24个月，批准文号有效期至2031年1月13日。该药品是一种非 甾体抗炎镇痛药，用于成人不适合口服给药的急性中度至重度术后疼痛。这是公司首个围手术期注射用 非甾体抗炎药，丰富了产品管线，将提升市场竞争力和业绩。不过，生产销售可能受不确定因素影响。 ...

智通财经APP讯，恩华药业(002262.SZ)公告，公司近日获得国家药品监督管理局核准签发的化学药品右 酮洛芬氨丁三醇注射液的《药品注册证书》。右酮洛芬氨丁三醇注射液是一种非甾体抗炎镇痛药，是 COX-1和COX-2活性的抑制剂，作为阿片类镇痛药的辅助，用于成人不适合口服给药的急性中度至重度 术后疼痛。 ...

江苏恩华药业股份有限公司 关于完成工商变更及备案登记手续并换发营业执照的公告 证券代码：002262 证券简称：恩华药业 公告编号：2026-001 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 江苏恩华药业股份有限公司（以下简称：公司）于2025年12月19日召开了2025年 第二次临时股东大会及职工代表大会2025年第二次会议，分别审议通过了《关于取消 监事会、变更经营范围、增加董事会人数、修订<公司章程>并办理工商变更登记的议 案》、《关于补选1名独立董事的议案》及《关于选举职工代表董事的议案》，具体内 容详见公司于2025年12月20日在《证券时报》和巨潮资讯网（www.cninfo.com.cn）披 露的《2025年第二次临时股东大会决议公告》（公告编号：2025-060）、《关于监事 会改革、选举职工代表董事的公告》（公告编号：2025-061）。 一、变更及备案登记情况 董事会根据公司2025年第二次临时股东大会决议的相关授权及要求，于2026年1月 14日向徐州市政务服务管理办公室申请办理上述事项的变更及备案登记手续。 2026年1月20日，公司 ...