仿制药入局易对标难 儿童退热市场等待"中国答案" 据《 2016 中国儿童用药安全白皮书》，我国约有五成儿童用药不规范，每年因用药不当 导致失聪的儿童病例超 3 万例，致死案例超 7000 例。 数据显示，我国 2400 种儿童化学药中，专用化药不足 5% ，儿童依从性更好的口服溶液 剂、混悬剂不足 10% 。在退热药市场，"美林"长期占据国内线下药店终端超 90% 份额， 其缺货期间 3000 元每瓶的黄牛价更暴露市场畸形现状。 同时需要指出的是，仿制药入局易，对标却难。据 CDE 数据，国内目前已有 28 个布洛芬 混悬液生产批件，但由于家长普遍认为原研药质量更好、疗效更为稳定，因而给儿童选择药 物时更倾向于选择品牌知名度高的原研药，导致仿制药难以进入市场，实际生产规模十分有 限，强生制药的原研药物"美林"依旧一家独大。 近年来，患者对于仿制药质量问题的疑虑似乎从未真正消失过。从医生反应"麻药不 麻"、"泻药不泻"，到仿制药一致性评价数据雷同，再到 FDA 对多家中国药品检测公司发 出检测数据警告，仿制药的信任危机不断发酵，甚至愈发强烈。 高品质国药崛起正当时 近日，葵花药业宣布旗下重庆小葵花儿童制药有限 ...

近日，葵花药业宣布旗下重庆小葵花儿童制药有限公司研发的布洛芬混悬液正式获批上市。 葵花药业此次获批的新品直击国内儿童用药市场"选择性少"的痛点，标志着国产儿童退热 药正式迈入"品质平权"时代。 同时需要指出的是，仿制药入局易，对标却难。据 CDE 数据，国内目前已有 28 个布洛芬 混悬液生产批件，但由于家长普遍认为原研药质量更好、疗效更为稳定，因而给儿童选择药 物时更倾向于选择品牌知名度高的原研药，导致仿制药难以进入市场，实际生产规模十分有 限，强生制药的原研药物"美林"依旧一家独大。 近年来，患者对于仿制药质量问题的疑虑似乎从未真正消失过。从医生反应"麻药不 麻"、"泻药不泻"，到仿制药一致性评价数据雷同，再到 FDA 对多家中国药品检测公司发 出检测数据警告，仿制药的信任危机不断发酵，甚至愈发强烈。 高品质国药崛起正当时 葵花药业布洛芬混悬液对标国际品质 仿制药入局易对标难 儿童退热市场等待"中国答案" 据《 2016 中国儿童用药安全白皮书》，我国约有五成儿童用药不规范，每年因用药不当 导致失聪的儿童病例超 3 万例，致死案例超 7000 例。 数据显示，我国 2400 种儿童化学药中，专用化药不足 ...

随着我国经济的稳步发展，木材需求量逐年攀升。我国拥有丰富的森林资源，在每年大量进口木材的同 时，市场自然也将目光投向了国产原木。林木产业目前发展情况如何？茫茫林海如何才能得到合理利 用，更好发挥经济效益？原木期货的上市对产业升级有着怎样的影响？带着这些问题，期货日报记者跟 随中信建投期货调研团队走进了西南地区的崇山峻岭。 成材路漫漫 经济效益提升需要久久为功 据记者了解，我国西南地区拥有丰富的森林资源，林产总值已突破1.2万亿元，是国产原木供应的核心 区域之一。例如，作为原木期货交割区域之一的重庆市，森林总面积达364.31万公顷，总蓄积量达 28312万立方米。尽管资源丰富，但受多种因素限制，国产原木的供应量和质量难以很好满足市场需 求。 有了原木期货，情况就不一样了。"人人都能看到符合交割质量标准的原木能卖多少钱，如果再加上升 贴水，国产原木的价格肯定要比现在高。那么，林农和林场自然就会去评估应该怎么种、怎么砍、怎么 卖，谁都不希望自己手里的货只能折价销售。"上述负责人认为，这一过程还伴随着检尺的规范化，这 样才能为现货的精准定价提供支撑。此前通货上存在的目测方式会逐渐被国标检尺所替代。 "树木想要成材， ...

Group 1: Company Performance Overview - In 2024, the company achieved a revenue of 6.267 billion yuan, a decrease of 1.75% compared to the previous year [3] - The net profit attributable to shareholders was 0.953 billion yuan, down 33.49% year-on-year, primarily due to increased marketing expenses and reduced investment income from joint ventures [3] - Despite a challenging market environment, the company maintained a steady retail market share and a relatively stable profit level [4] Group 2: Market Challenges - The construction materials industry faced significant challenges, including a decline in demand from real estate and infrastructure investments, leading to intensified competition and price wars [3] - The overall market demand remained weak, with no significant improvement observed in the first quarter of 2025 [8] Group 3: Strategic Focus and Future Plans - The company aims for a revenue target of 6.580 billion yuan in 2025, with costs and expenses controlled around 5.350 billion yuan [5] - Key strategies include focusing on retail business, enhancing market share, and advancing internationalization efforts [5] - The company plans to maintain a high dividend level, reflecting its commitment to returning value to investors [9] Group 4: Policy Impact and Business Adaptation - The "old-for-new" policy has minimal direct impact on the company's core products, although some water purification products are involved in subsidy programs [6] - The influence of the "underground pipeline" policy on business is contingent on local government implementation, with no significant changes noted so far [7]

证券代码：000521 200521 证券简称：长虹美菱 虹美菱 B 长虹美菱股份有限公司投资者关系活动记录表 编号：2025-07 投资者关系活 动类别 □特定对象调研 □分析师会议 □媒体采访 ☑业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他（请文字说明其他活动内容） 参与单位名称 及人员 通过:全景网"投资者关系互动平台"(https://ir.p5w.net)参 与 2024 年度业绩说明会的广大投资者 时间 2025 年 4 月 15 日 15:00-16:00 地点 公司行政二号会议室 上市公司接待 人员姓名 公司总裁（代）：汤有道 公司独立董事：程文龙 公司副总裁：胡照贵 公司副总裁、董事会秘书：李霞 公司财务负责人：庞海涛 投资者关系活 动主要内容介 绍 投资者与公司代表互动交流问答 1.请公司领导介绍下 2025 年经营计划。 答：尊敬的投资者您好，感谢您的提问。2025 年，公司将以 创新驱动引领产业发展，以资源整合助力产业矩阵，强化产业协 同夯实市场基础，通过内外融合加速公司发展，发展新质生产力， 推进数字化、智能化转型升级，加速实现公司高质量发展。2025 年公司力争实现规模 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies [1]. Core Insights - The economic performance of Guangzhou in 2024 shows a stable operation with a GDP of 31,032.50 billion yuan, reflecting a growth of 2.1% compared to the previous year [6]. - The contribution of the tertiary industry to economic growth is significant, accounting for 91.4% of the total growth, with a value added of 22,858.58 billion yuan, growing by 2.6% [6][9]. - The report highlights the ongoing structural adjustments in the economy due to internal and external demand challenges, emphasizing the need for high-quality development [5]. Economic Structure - The three industrial sectors' contribution to GDP is as follows: primary industry at 1.08%, secondary industry at 25.26%, and tertiary industry at 73.66% [9]. - The private economy's value added reached 13,127.07 billion yuan, growing by 2.6% and constituting 42.3% of the GDP [6]. Employment and Consumer Prices - Urban employment remained stable with 343,300 new jobs created, and the urban unemployment rate was managed effectively [10]. - The consumer price index increased by 0.1% year-on-year, with specific categories such as clothing rising by 3.1% [12][14]. Industrial Performance - The industrial sector faced challenges, with a 3.0% decline in the value added of large-scale industries, particularly in the automotive sector, which saw an 18.2% decrease [19][20]. - High-tech manufacturing investments grew by 14.3%, indicating a shift towards advanced manufacturing [6][36]. Service Sector Growth - The service sector's value added was 40,679.90 billion yuan, with notable growth in transportation and logistics, which increased by 12.7% [24]. - The overall revenue of large-scale service enterprises grew by 7.1%, indicating resilience in the service industry [25]. Trade and Investment - The total value of imports and exports reached 11,238.38 billion yuan, with exports growing by 7.8% while imports decreased by 4.0% [41][44]. - Fixed asset investment saw a slight increase of 0.2%, with significant growth in infrastructure investment [35][36]. Financial Sector Overview - The financial sector reported a total deposit balance of 90,802.37 billion yuan, reflecting a 4.8% increase year-on-year [51][56]. - The insurance sector experienced a premium income growth of 8.3%, indicating a robust performance in the insurance market [55]. Social Indicators - The per capita disposable income for urban residents was 83,436 yuan, growing by 3.6%, while rural residents saw a 6.0% increase to 40,914 yuan [58]. - The report emphasizes the importance of social security, with a stable increase in the number of participants in basic pension insurance [61].

导读： 武汉国家检验检测高技术服务业聚集区正式交付，中交二航局承建，助力"中国车谷"产业转型，已有6家高新企业入驻，未来将吸引优质企业，打造全国性 公共服务平台。 特别提示 微信公众号机制调整，请点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 3月2 6日，由中交二航局承建的国家检验检测高技术服务业聚集区武汉园区正式交付，为武汉经开区产业转型升级注入新动能。 据悉，园区将主要为新能源和智能网联汽车、汽车零部件等提供高技术检验检测，有利于武汉检验检测业态发展壮大，推动更多龙头企业优质 项目加速集聚，并更好地服务和融入城市发展新格局，助推武汉经开区产业结构优化和转型升级，为"中国车谷"高质量发展提供新的动能。 AI大潮袭来，唯有学习方能不被淘汰。 AI学习资料包 免费下载：《Ai资料包第一弹： 北大、清华、天大等高校的De epSe ek资料》 该项目位于武汉经济技术开发区，毗邻武汉绕城高速和东风大道，项目总建筑面积约11万平方米，建设内容包括双层厂房、多层厂房、综合楼 以及地上地下停车场等配套设施，是集检验检测、行政管理、公共服务等功能于一体的综合型专业园区。 错落 ...

Core Viewpoint - The A-share market showed resilience despite a significant drop in the Asia-Pacific stock markets due to the impact of the US "reciprocal tariffs," with the Shanghai Composite Index rebounding during the trading session [1]. Market Performance - The Shanghai Composite Index opened lower but managed to rise, with the Shanghai 50 Index and the Sci-Tech 50 Index performing well, driven by strong bank stocks and rising chip stocks respectively [1]. - On March 4, the Shanghai 50 Index recorded a slight increase of 4.54 points, or 0.17%, with a trading volume of 432.09 billion [2]. Sector Performance - The consumer sector saw notable gains, with industries such as tourism, agriculture, and liquor leading the way in terms of percentage increase [3]. - Specific sectors that performed well included: - Animal Health: +5.41% - Tourism and Scenic Areas: +2.50% - Hotel and Catering: +1.83% - Agriculture: +1.00% [3]. Economic Policy Context - The government has prioritized boosting consumption and enhancing investment efficiency as a key task for 2025, as outlined in the national government work report [4]. - Analysts emphasize the importance of domestic demand in light of external shocks from tariff increases, leading to expectations of policy measures to stimulate consumption [5]. Consumer Trends - The transformation and upgrading of consumer spending in China are driven by two main factors: historical growth in production capacity and the need for domestic demand to stabilize the economy amid global uncertainties [5]. - The outlook for consumer spending is positive, with potential for significant growth driven by enhanced consumer confidence and long-term structural changes in the economy [5]. Key Consumer Areas - Five leading areas for consumer spending upgrades have been identified: 1. Technology durable goods, with a demand space of trillions of yuan 2. Culture and tourism, currently the fastest-growing consumption sector 3. Silver economy and healthcare, with strong potential due to an aging population 4. Real estate upgrades, with a demand for hundreds of millions of square meters in old housing renovations 5. Scarce gold, which is experiencing a global central bank buying trend, appealing for both value preservation and consumption [6].

如果您希望可以时常见面，欢迎标星收藏哦~ 本次交易完成后，昆明闻讯、黄石闻泰、深圳闻泰等6家公司将成为立讯精密下属子公司（或孙公 司），无锡闻泰等3家公司的业务资产包将成为立讯精密或其下属子公司的业务资产。交割时，立 讯精密或指定旗下子公司支付款项、具体承接标的资产。 闻泰科技称，基于测算，本次交易预计构成《重组管理办法》规定的上市公司重大资产重组。截至 本预案签署日，标的资产的审计、评估或估值工作尚未完成。标的资产的交易价格将以符合《证券 法》规定的资产评估机构出具的评估报告所载明的评估值为依据，由公司与交易对方协商确定。标 的资产经审计的财务数据、资产评估结果、标的资产定价情况等将在重组报告书中予以披露。 为何交易？ 来源：内容来自 ，谢谢。 近日，闻泰科技发布公告称，拟向立讯精密及其全资子公司立讯通讯转让下属昆明闻讯、黄石闻 泰、深圳闻泰等6家公司100%股权，以及无锡闻泰等3家公司业务资产包，交易涵盖A客户与非A客 户业务。 公告称，本次交易前，公司主营业务包括产品集成业务和半导体业务两大业务板块。本次交易完成 后，公司将剥离产品集成业务，聚焦半导体业务。本次交易预计构成重大资产重组。 闻泰科技预计构 ...

创业邦将陆续刊载光速光合的投资专栏「光合说」，分享光速光合投资背后的故事。 故事的起因可能是一通陌生的电话，一次登门拜访，或是对一篇学术论文的关注……光速光合与创业 者的交集就此展开。没有酒桌上的觥筹交错，也没有天花乱坠的承诺，只有长时间的相伴，分担痛 苦、分享成功，实践长期主义的价值。 光合作用是所有生命的能量来源，生态系统中碳循环的重要机制。作为"一支有温度的基金"， 光速光 合 也正在与创业者，与这个社会产生"光合作用"，联结创新的同时，推动着社会的可持续发展。 "思考、专注、探索、创新"，这是光速光合的投资信仰。凭借着对行业的极致追求，心怀时代赋予的 责任，积极寻找下一个可能的机会。期待"中国创新的全球合伙人"能携手更多行业创新的探路者们一 路向光，合力而为。 从最初一片小小的电子价签中找到创新的突破口，12年磨一剑，汉朔科技(SZ:301275)成功地把产品销售到了超过50个国家和地区的逾 400家客户手里，构建了以电子价签系统、SaaS 云平台服务等软硬件产品及服务为核心的业务体系，实现零售数字化的全领域布局。 公司2024年度实现营业收入44.86亿元，净利润7.1亿元。 昨日，汉朔科技叩开深交 ...