一、情况概述 山东鲁抗医药股份有限公司（以下简称"公司"）分别于2022年8月10日召 开第十届董事会第十二次（临时）会议、2022年9月15日召开2022年第一次临时 股东大会，审议通过了《关于政府收储部分国有土地使用权的议案》，同意公 司与济宁市自然资源和规划局签订《济宁市国有建设用地使用权收回合同》， 将公司南厂区五宗国有建设用地237100平方米（折合约355.65亩，其中含原山 东鲁抗医药集团有限公司土地14675平方米，委托本公司统一办理）进行收储， 并支付公司土地收储包干补偿费36039.60万元（其中含原山东鲁抗医药集团有 限公司土地包干补偿费2282.256万元，系公司接受山东鲁抗医药集团有限公司 委托代为办理相关手续，不计入公司账面值）。公司已按约定完成土壤治理修 复等工作，并于2024年6月27日完成土地整体移交。具体内容详见公司于2022年 8 月 11 日 、 2022 年 9 月 16 日 、 2024 年 6 月 29 日 在 上 海 证 券 交 易 所 网 站 www.sse.com.cn披露的《鲁抗医药关于政府收储部分国有土地使用权的公告》 证券代码:600789 证券简称: ...

药品名称：苯磺酸左氨氯地平片 剂型：片剂 证券代码：600789 证券简称：鲁抗医药 公告编号：2025—024 山东鲁抗医药股份有限公司 关于获得药品注册证书的公告 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。 近日，山东鲁抗医药股份有限公司（以下简称"公司"）收到国家药品监督管 理局颁发的关于苯磺酸左氨氯地平片（以下简称"该药品"）的《药品注册证书》 （证书编号：2025S01355、2025S01354），该药品批准注册。现将相关情况公 告如下： 一、药品证书基本信息 审批结论：本品符合药品注册的有关要求，批准注册，发给药品注册证书。 二、药品研发及市场情况 苯磺酸左氨氯地平片为钙通道阻滞药，阻滞心肌和血管平滑肌细胞外钙离子 经细胞膜的钙离子通道（慢通道）进入细胞内，因而具有抗高血压作用。通过扩 张外周小动脉，降低外周阻力，减少心肌耗氧量；扩张正常和缺血区的冠状动脉 即冠状小动脉，增加心肌供氧以减轻心肌缺血缓解心绞痛。 经查询，国内现有 18 家企业通过一致性评价或按新注册分类仿制药获批。 根据 PDB 数据显示，苯磺 ...

Core Viewpoint - The company has received the drug registration certificate for Amlodipine Besylate Tablets from the National Medical Products Administration, which is expected to enhance its market competitiveness [1] Group 1: Drug Registration and Market Impact - The drug Amlodipine Besylate Tablets is a calcium channel blocker with antihypertensive effects [1] - The estimated domestic sales for the drug in 2024 are approximately 4.671 billion yuan [1] - The company invested around 8.2991 million yuan in the research and development of this drug [1]

5月19日，A股市场整体保持震荡走势。 上证指数平收报3367.58点；深证成指收报10171.09点，下跌0.08%；创业板指收报2032.76点，下跌0.33%。两市合计成交10864.48亿元，较上一交易日减少 30.81亿元。 1. 两市主力资金净流出超120亿元 今日沪深两市主力资金开盘净流出134.53亿元，尾盘净流出1.67亿元，两市全天主力资金净流出124.08亿元。 | | | 沪深两市最近五个交易日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | 尾盘净流入 | 超大单净买入 | | 2025-5-19 | -124. 08 | -134.53 | -1. 67 | -37.99 | | 2025-5-16 | 23. 84 | -17. 36 | 1.61 | 63. 87 | | 2025-5-15 | -531. 15 | -209. 11 | -49.30 | -243. 55 | | 2025-5-14 | -68. 25 | -22. 70 | -1641.46 | 8.14 | ...

Core Insights - Jining High-tech Zone is leveraging digital empowerment to drive the transformation of advanced manufacturing towards higher levels of sophistication, intelligence, and sustainability [1][10] Group 1: Digital Infrastructure - Jining High-tech Zone has implemented 115 digital transformation projects, achieving full coverage of digital transformation among 286 industrial enterprises [3] - The zone has established one national-level intelligent manufacturing demonstration factory and eight provincial-level intelligent factories, along with six provincial-level digital workshops [3] Group 2: Green Transformation - Digital empowerment has led to a 130% increase in per capita output and a 30% reduction in energy consumption for companies like Chenxin Pharmaceutical [5] - The zone has built eight national-level green factories and ten provincial-level green factories, earning recognition as a national-level green industrial park [5] Group 3: Innovation and Cluster Development - In 2024, Jining High-tech Zone ranked 61st in the national evaluation of high-tech zones, marking three consecutive years of improvement [7] - Key projects such as Komatsu's global intelligent manufacturing base and Longcheng New Energy headquarters are accelerating, with domestic production capacity for innovative drugs reaching 650 million tablets [7] Group 4: Future Planning - The zone collaborates with 32 research institutions, including the Chinese Academy of Sciences and Tsinghua University, aiming to break through 12 key core technologies within three years [9] - By 2025, the zone plans to deepen the integration of research and production, while enhancing cross-border e-commerce channels to achieve record transaction volumes [9]

Group 1 - Chongqing Pharmaceutical Holdings received a warning letter from the Chongqing Securities Regulatory Bureau due to issues with revenue recognition in 2023, leading to inaccurate financial disclosures [1] - The company has implemented multiple corrective measures and aims to enhance its financial accounting and internal control governance [1] - This incident reflects deficiencies in the company's financial management and disclosure practices, which may impact market confidence in the short term [1] Group 2 - Lu Kang Pharmaceutical responded to the Shanghai Stock Exchange's inquiry regarding its 2024 annual report, addressing concerns about land reserve income recognition and accounts receivable [2] - The company emphasized that its main distributors are closely related to its core business and that there are no abnormal sales activities [2] - This response demonstrates the company's commitment to regulatory compliance and transparency, which may bolster investor confidence [2] Group 3 - BeiGene plans to change its registered location from the Cayman Islands to Switzerland and will issue 133 million new shares to its wholly-owned subsidiary [3] - This move reflects the company's internationalization strategy and ongoing commitment to its equity incentive plan [3] - The actions taken are expected to enhance the company's long-term value and competitiveness in the global market [3] Group 4 - Merck China announced the cancellation of temporary surcharges on orders to China in response to the US-China agreement to suspend tariff increases for 90 days [4] - This decision is aimed at stabilizing customer relationships in the Chinese market and reducing operational costs [4] - The move highlights the sensitivity of global pharmaceutical companies to trade policy changes and their strategic adjustments in response [4] Group 5 - Meinian Health reported progress in acquiring partial equity in thirteen companies, including Yunnan Ciming Health Service Co., Ltd. [6] - The completion of business registration changes for two subsidiaries marks a significant step in the acquisition process [6] - This acquisition is part of the company's strategic plan to expand market share and strengthen its competitive position in the health examination industry [6]

证券代码：600789 证券简称：鲁抗医药 公告编号：2025—023 山东鲁抗医药股份有限公司 关于上海证券交易所对公司 2024 年年度报告的 事后审核问询函的回复 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。 山东鲁抗医药股份有限公司（以下简称"公司"）于近期收到上海证券交易所 《关于山东鲁抗医药股份有限公司 2024 年年度报告的事后审核问询函》（上证 公函【2025】0369 号）（以下简称"《问询函》"）。根据《问询函》的要求， 公司对 2024 年年度报告相关事项回复并补充披露如下： 一、关于土地收储收益的确认 公告显示，公司 2016 年实施"退城进园"，当地政府拟将公司南厂区及控 股股东五宗国有建设用地进行收储，收储补偿费约 3.6 亿元，其中含控股股东补 偿费 0.23 亿元。2020 年公司顺利完成搬迁工作，搬迁完成时公司将相关土地、 地上附着物净值计入长期应收款。2024 年 6 月，公司按约定完成土壤治理修复 等工作，完成土地整体移交。年报显示，土地收储收益 1.52 亿元，公司一次性 计入 202 ...

和信综字 (2025) 第 000229 号 llen 关于对山东鲁抗医药股份有限公司 2024 年年度报告的事后审核问询函的回复 和信会计师事务所 (特殊普通合伙) 二〇二五年五月十四日 和信会计师事务所(特殊普通合伙) 关于对山东鲁抗医药股份有限公司 2024年年度报告的事后审核问询函的回复 和信综字(2025)第000229号 上海证券交易所: 根据贵所下发的《关于对山东鲁抗医药股份有限公司 2024年年度报告的事后审 核问询函》(上证公函〔2025〕第 0369 号)(以下简称"问询函")的要求,我们对 间询函中提及的事项进行了审慎核查。现回复如下: 一、关于土地收储收益的确认 公告显示,公司 2016年实施"退城进园",当地政府拟将公司南厂区及控股股 东五宗国有建设用地进行收储,收储补偿费约 3.6亿元,其中含控股股东补偿费 0.23 亿元。2020年公司顺利完成搬迁工作,搬迁完成时公司将相关土地、地上附着物净值 计入长期应收款。2024年6月,公司按约定完成土壤治理修复等工作,完成土地整体 移交。年报显示,土地收储收益 1.52亿元,公司一次性计入 2024年度损益,占当年 归母净利润的 24%。 ...

证券代码：600789 证券简称：鲁抗医药 公告编号：2025-022 — 1 — 网上集体接待日活动的公告 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。 为进一步加强与投资者的互动交流，山东鲁抗医药股份有限公司（以下简称 "公司"）将参加由山东证监局、山东上市公司协会与深圳市全景网络有限公司 联合举办的"2025 年山东辖区上市公司投资者网上集体接待日活动"，现将相 关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net）；或关注微信公众号（名称：全景财经）；或下载全景路 演 APP,参与本次互动交流。活动时间为 2025 年 5 月 15 日（周四）15:00-16:30。 届时公司高管将在线就公司 2024 年度业绩、公司治理、发展战略、经营状况、 融资计划、股权激励和可持续发展等投资者关心的问题，与投资者进行沟通与交 流，欢迎广大投资者踊跃参与！ 特此公告！ 2025 年 5 月 13 日 山东鲁抗医药股份有限公司 关于参加 2025 年山东辖区上市公司 ...

Investment Rating - The industry investment rating is "Recommended" (maintained) [1] Core Viewpoints - The large market and major varieties support innovative pharmaceutical companies to achieve qualitative leaps. Recent financial reports from multinational corporations (MNCs) show significant growth driven by GLP-1 sales, with Novo Nordisk's semaglutide sales reaching 55.776 billion Danish Krone (approximately 8.41 billion USD), a year-on-year increase of 32% [3] - The innovative drug transactions in China have reached new highs, with a 34% year-on-year increase in transaction volume and a 222% increase in total transaction value in Q1 2025. China has become a significant engine for global pharmaceutical transactions [4] - The oral weight-loss drug market is about to open, with opportunities for Chinese companies. Novo Nordisk has submitted an application to the FDA for its oral GLP-1 receptor agonist semaglutide for weight loss, showing promising clinical results [6] - The gout and hyperuricemia market presents significant potential, with the number of patients expected to reach 1.42 billion globally by 2030. New drugs targeting URAT1 are entering critical clinical stages, indicating a strong market opportunity for Chinese companies [8] Summary by Sections 1. Pharmaceutical Market Tracking - The pharmaceutical industry index has underperformed the CSI 300 index by 1.00 percentage points recently, with a weekly increase of 1.01% [23] - Over the past month, the pharmaceutical industry index has increased by 4.77%, outperforming the CSI 300 index by 0.45 percentage points [24] 2. Pharmaceutical Sector Trends and Valuation - The pharmaceutical industry index's current PE (TTM) is 32.26 times, lower than the historical average of 32.81 times over the past five years [44] 3. Recent Research Achievements - The research team has published several in-depth reports on the pharmaceutical industry, highlighting trends in supply and demand, and the growth of the blood products sector [49] 4. Recent Industry Policies and News - The National Health Commission released guidelines for the construction and management of geriatric medicine departments, aiming to enhance healthcare services for the aging population [51] - The Chinese government has initiated a plan for the digital transformation of the pharmaceutical industry, targeting significant advancements by 2030 [51]