证券代码：000931 证券简称：中关村 北京中关村科技发展（控股）股份有限公司 投资者关系活动记录表 编号：2025-003 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 活动参与人员 天风证券 财通基金 周海涛 张 胤 时间 2025 年 8 月 13 日 地点 北京市朝阳区霄云路 26 号鹏润大厦 B 座 22 层公司会议室 形式 线上结合线下（公司会议室） 上市公司接待 人员姓名 副总裁：范秀君 副总裁兼董事会秘书：黄志宇 证券事务代表：胡秀梅 交流内容及具 体问答记录 一、盐酸二氢埃托啡的镇痛机制与传统类鸦片药物（如芬太尼）相比 是否更具靶向性？公司是否掌握其缓释或改良型制剂技术？ 答：盐酸二氢埃托啡与芬太尼类药物同属于强效阿片类镇痛药，通过 激活中枢神经系统内的μ 阿片受体，阻断痛觉信号传递；盐酸二氢埃托啡 对阿片受体的亲和力远高于芬太尼。 缓释或改良制剂的技术不是针对单一品种的，而是一个通用型的技术 应用于不同的品种上。北京华素制药股份有限公司研发中心具备常规缓释 及防滥用缓释制剂相关经验和技术。 1 答：镇痛药的成瘾和滥用是药物本身与机 ...

Group 1 - The company has received clinical trial approval for its mRNA shingles vaccine from the National Medical Products Administration, following FDA approval for clinical trials in March 2025, demonstrating the strength of its mRNA technology platform [1] - The mRNA shingles vaccine shows significantly higher specific T cell immunity, specific IgG antibody titers, and fluorescent antibody titers compared to international recombinant subunit vaccine controls in preclinical trials [1] Group 2 - Shingles is caused by the reactivation of the varicella-zoster virus, with an infection rate of over 90% in adults, and the incidence rate is increasing by 2.5% to 5.0% annually [2] - Vaccination against shingles is an effective measure to prevent the disease and its complications, with a target to inhibit the reactivation of the virus [2] Group 3 - Currently, there are no approved mRNA shingles vaccines globally, and the vaccination rate in the target population in China is less than 1%, indicating significant growth potential [3] - The global sales of GSK's shingles vaccine are projected to be approximately $4.31 billion in 2024, with the market size in China expected to reach around RMB 20 billion by 2030 [3] - The company is one of the earliest developers of mRNA vaccines in China, with a mature mRNA vaccine R&D system and a complete industrialization process, enabling rapid commercialization post-clinical trials [3] - The company aims to focus on key technologies of the mRNA platform and accelerate the development and registration of new products to enhance its innovation capability and competitiveness [3]