方盛制药公告称，2026年1月28日，香港合资子公司香港方盛堂与相关方签订补充协议，新增注册资本 4500万港元，公司认购2705万港元，增资后持股比例由50%增至57%。除港捷公司外，各方根据生产经 营需求分期同比例实缴出资。目前，香港方盛堂正分批次对受让的20个药品品种进行技术升级，受让药 品变更手续在准备办理中。此次增资对公司经营及药品许可转让交易无重大影响，但药品内地上市注册 及后续研究评价、生产销售等存在不确定性。 ...

中宠股份：拟1亿–2亿元回购股份 1月26日，中宠股份(002891)发布公告称，公司拟以1亿-2亿元回购股份，用于公司发行的可转债转股。 回购价格不超过78元/股。 大富科技：拟申请注册发行不超3亿元科技创新公司债券 1月26日，大富科技(300134)发布公告称，公司拟向深交所申请面向专业投资者非公开发行不超过3亿元 科技创新公司债券，募集资金将用于满足公司生产经营需要，包括偿还公司债务、补充流动资金、置换 科技创新领域投资支出、项目建设及运营等符合法律法规要求的用途。 国药一致：2025年净利润同比预增64.20%–89.11% 1月26日，国药一致(000028)发布业绩预告，预计2025年归母净利润10.55亿-12.15亿元，同比增长 64.20%-89.11%。 华大智造：2025年预亏2.21亿–2.73亿元 1月26日，华大智造(688114)发布业绩预告，经初步测算，公司预计2025年实现归属于母公司所有者的 净利润为亏损2.21亿元到2.73亿元，与上年同期相比，亏损将减少3.28亿元到3.80亿元。 澳柯玛：2025年预亏1.7亿–2.2亿元 上海沪工：明鑫光储拟减持不超过3%公司股份 ...

Group 1 - Spot gold price has surpassed $5000 per ounce for the first time, with institutions predicting it could rise to $6600 [2] - The recent surge in gold prices is attributed to U.S. President Trump's policies reshaping international relations and investors fleeing sovereign bonds and foreign exchange markets [2] - Last week, gold prices increased by 8.5%, driven by a weakening dollar, which has made gold and silver cheaper for global buyers [2] Group 2 - In the past two weeks, stock ETFs have seen a net outflow of nearly 500 billion yuan, with significant redemptions in broad-based ETFs [3] - The trading volume of stock ETFs has surged, with some broad-based ETFs reaching record highs since their inception [3] Group 3 - The semiconductor sector in A-shares has been active in mergers and acquisitions, with several companies announcing related plans and progress [8] Group 4 - The commercial aerospace sector is experiencing a talent shortage, with investors with relevant experience being highly sought after [9] - The market is facing a significant gap in experienced commercial aerospace investors, leading firms to recruit candidates with adjacent experience [9] Group 5 - Global commodity markets are entering a new super cycle, with fund managers strategically increasing allocations to non-ferrous and chemical products [10] - Factors such as global monetary expansion, a credit crisis in the dollar, and geopolitical conflicts are contributing to this anticipated cycle [10]

Core Viewpoint - The company has received approval for the production of Loxoprofen Sodium Gel Patch, which is expected to enhance its product line in orthopedic medications and improve its competitive position in the market [1][3]. Group 1: Drug Registration and Details - The company's subsidiary, Guangdong Fangsheng Jianmeng Pharmaceutical Co., Ltd., has obtained the Drug Registration Certificate for Loxoprofen Sodium Gel Patch from the National Medical Products Administration [1]. - Loxoprofen Sodium Gel Patch is indicated for the treatment of osteoarthritis, muscle pain, and swelling pain after injuries, with significant anti-inflammatory and analgesic effects [1]. - The total investment in this drug project, including research and development, has reached 7.0366 million yuan (approximately 1.01 million USD) as of the announcement date [1]. Group 2: Market Situation of Similar Drugs - A total of 15 companies in China have obtained drug registration certificates for Loxoprofen Sodium Gel Patch, including listed companies such as Jiutian Pharmaceutical, Darentang, and China Resources Sanjiu [2]. - According to Moen Pharmaceutical data, the total sales of Loxoprofen Sodium Gel Patch in hospitals for the first three quarters of 2025 reached 1.349 billion yuan (approximately 190 million USD), with retail sales in physical pharmacies amounting to 142 million yuan (approximately 20 million USD) in the first half of 2025 [2]. - Projected sales for 2024 are expected to be 1.709 billion yuan (approximately 240 million USD) in hospitals and 280 million yuan (approximately 40 million USD) in retail pharmacies [2]. Group 3: Impact on the Company - The approval of Loxoprofen Sodium Gel Patch will enrich the company's product line for orthopedic diseases, which already includes products like Xuanqi Jianguo Tablets and Tenghuang Jianguo Tablets [3]. - This new product is anticipated to enhance the company's competitiveness in the orthopedic medication market and improve overall profitability [3]. - The company emphasizes the importance of drug research and development while maintaining strict quality control in the manufacturing and sales processes [3].

Core Viewpoint - Hunan Fangsheng Pharmaceutical Co., Ltd. has received the Drug Registration Certificate for Loxoprofen Sodium Gel Patch, allowing for production and sales, which enhances its product line in orthopedic medications and competitive position in the market [1][4]. Group 1: Drug Registration and Details - The Drug Registration Certificate for Loxoprofen Sodium Gel Patch was approved by the National Medical Products Administration on January 23, 2026 [1]. - Loxoprofen Sodium Gel Patch is indicated for osteoarthritis, muscle pain, and swelling pain after injuries, with significant anti-inflammatory and analgesic effects [1]. - The active ingredient, Loxoprofen Sodium, is a non-steroidal anti-inflammatory drug (NSAID) that works by inhibiting prostaglandin synthesis [1]. Group 2: Market Situation - As of the announcement date, 15 companies in China have obtained the Drug Registration Certificate for Loxoprofen Sodium Gel Patch, including listed companies such as Jiutian Pharmaceutical, Darentang, and China Resources Sanjiu [3]. - According to Moen Pharmaceutical data, the total hospital sales of Loxoprofen Sodium Gel Patch reached 1.349 billion yuan in the first three quarters of 2025, with retail sales in physical pharmacies amounting to 142 million yuan in the first half of 2025 [3]. Group 3: Impact on the Company - The approval of Loxoprofen Sodium Gel Patch enriches the company's product line for orthopedic diseases and enhances its competitiveness in the market, potentially improving overall profitability [4]. - The company has invested a total of 7.0366 million yuan in the drug project, including research and development and technology transfer [2]. - The company emphasizes the importance of drug research and development, maintaining strict quality control in the drug development, manufacturing, and sales processes [4].

【重大事项】 锋龙股份：将就股票交易波动情况进行核查 1月26日起停牌 今日晚间重要公告抢先看——锋龙股份：将就股票交易波动情况进行核查，1月26日起停牌；嘉美包 装：将就股票交易波动情况进行核查，1月26日起停牌。 锋龙股份(002931)1月25日发布股票交易异常波动风险提示暨停牌核查的公告，公司股票自2025年12月 25日至2026年1月23日已连续17个交易日涨停，价格涨幅为405.74%，期间多次触及股票交易异常波动 情形，公司股票短期内价格涨幅较大，已累积巨大交易风险，明显偏离市场走势，未来可能存在股价快 速下跌的风险。为维护投资者利益，公司将就股票交易波动情况进行停牌核查。经公司申请，公司股票 自1月26日开市起停牌，自核查结束并披露核查公告后复牌，预计停牌时间不超过5个交易日。 嘉美包装：将就股票交易波动情况进行核查 1月26日起停牌 嘉美包装(002969)公告称，公司股票自2025年12月17日至2026年1月23日期间价格涨幅为408.11%，其间 多次触及股票交易异常波动情形，公司股票短期内价格涨幅较大，已背离公司基本面。为维护投资者利 益，公司将就股票交易波动情况进行停牌核查。公司 ...

（编辑 丛可心） 证券日报网讯 1月25日，方盛制药发布公告称，2026年1月23日，公司全资子公司广东方盛健盟药业有 限公司收到国家药品监督管理局核准签发的洛索洛芬钠凝胶贴膏《药品注册证书》，规格每贴 14cm×10cm含膏体10g、洛索洛芬钠100mg，用于骨关节炎等镇痛消炎，已获国药准字H20263068，无 需一致性评价。 ...

Investment Rating - The industry maintains an "Overweight" rating [9] Core Views - The report highlights the performance of the traditional Chinese medicine (TCM) sector, noting a 0.89% increase in the TCM II index, making it the second-best performing sub-sector in the pharmaceutical industry [3] - The report emphasizes the importance of the 2025 performance outlook and the progress of the essential drug catalog adjustments, with many companies showing positive profit growth [6] - The report suggests that the TCM industry may continue to experience structural differentiation, with companies focusing on external markets and innovation to find new growth points [6] Market Performance - The TCM II index closed at 6406.83 points, up 0.89% for the week, while the overall pharmaceutical index fell by 0.39% [3] - The best-performing companies in the TCM sector included *ST Changyao, ST Xiangxue, and Fangsheng Pharmaceutical, while the worst performers included Zhenbaodao and Pianzaihuang [3] Valuation - The TCM sector's PE (ttm) was 27.34X, up 0.23X week-on-week, with a PB (lf) of 2.3X, also showing a slight increase [4] - The PE is at the 28.89% percentile since 2013, while the PB is at the 5.74% percentile [4] Raw Material Market - The TCM raw material index rose by 1.1% due to increased demand for tonic herbs and price hikes in certain materials [5] - The overall market for TCM materials remains volatile, with a notable increase in demand for tonic herbs [5] Investment Suggestions - The report recommends focusing on three main investment themes: price governance, consumption recovery, and state-owned enterprise reform [7] - Specific investment targets include companies with strong R&D capabilities, those less affected by centralized procurement, and brands with strong market presence [13]

洛索洛芬钠凝胶贴膏适用于骨关节炎、肌肉痛及外伤后的肿胀疼痛的消炎、镇痛，有效成分为洛索洛芬 钠，属苯丙酸类非甾体抗炎药（NSAID），具有显著的抗炎镇痛作用，尤以镇痛效果为强。本品由 LEADCHEMICALCO.LTD.原研开发，是我国市场长期销量领先的镇痛类药物之一，其作用机制为抑制 前列腺素合成，通过抑制环氧化酶发挥作用。洛索洛芬钠为前体药物，经皮吸收后转化为活性代谢产物 反式-OH体起效。 格隆汇1月25日丨方盛制药(603998.SH)公布，公司全资子公司广东方盛健盟药业有限公司（称"健盟药 业"）收到国家药品监督管理局核准签发的《药品注册证书》，洛索洛芬钠凝胶贴膏已获得药品批准文 号并可进行生产。 ...

方盛制药1月25日公告，2026年1月23日，公司全资子公司广东方盛健盟药业有限公司收到国家药品监督 管理局核准签发的《药品注册证书》，洛索洛芬钠凝胶贴膏已获得药品批准文号并可进行生产。截至本 公告日，国内共有15家企业取得了洛索洛芬钠凝胶贴膏的药品注册证书，其中上市公司为九典制药 （300705）、达仁堂（600329）、华润三九（000999），其他厂家属于非上市公司。 ...