目 录 | 一、关于标的公司业务………………………………………………第 | 1—41 页 | | --- | --- | | 二、关于营业收入………………………………………………… 第 | 41—71 页 | 发行股份及支付现金购买资产暨关联交易 申请的审核问询函 之问询问题中有关财务事项的说明（修订稿） 天健函〔2025〕2-103 号 上海证券交易所： 由国投证券股份有限公司转来的《关于株洲千金药业股份有限公司发行股份 及支付现金购买资产暨关联交易申请的审核问询函》 （上证上审（并购重组） 〔2025〕23 号，以下简称审核问询函）奉悉。我们已对审核问询函所提及的株 洲千金药业股份有限公司（以下简称千金药业公司或公司）关于问询问题中有关 财务事项进行了审慎核查，现汇报如下。（除另有标注外，本说明的金额单位均 为万元，部分合计数与各单项数据之和在尾数上存在差异，这些差异是由于四舍 五入原因所致） 一、关于标的公司业务 根据重组报告书和评估报告：（1）千金湘江药业主要从事化学合成原料药 和固体制剂的研发、生产和销售，主要产品包括缬沙坦胶囊、盐酸地芬尼多片、 马来酸依拉普利片等 13 种产品；千金协力药业主要从 ...

Core Viewpoint - The announcement of the second employee stock ownership plan by TianKang aims to enhance long-term incentive mechanisms, improve employee cohesion and corporate competitiveness, and deeply bind the interests of the company, shareholders, and employees [1] Summary by Relevant Sections Employee Stock Ownership Plan - The scale of the employee stock ownership plan is set between RMB 150 million and RMB 200 million, with an average purchase price based on the closing price of RMB 33.77 per share on June 20, 2025, leading to a minimum of approximately 4.44 million shares and a maximum of about 5.92 million shares, accounting for no more than 1.39% of the total share capital as of the announcement date [1] - The holding period for the stock is strictly regulated, with a minimum of 12 months required [1] Market Confidence and Stock Performance - Industry insiders highlight three key points regarding TianKang's equity incentive: the stock will be sourced through secondary market purchases, the buy-in scale is significant, and the plan reflects strong confidence in future development [2] - TianKang's stock price has surged by 130% this year, ranking fourth among innovative drug concept stocks [2] Innovation and Clinical Development - The collective rise of innovative drug leaders reflects a systematic re-evaluation of the long-term value of R&D investments, driven by expectations of industry upgrades rather than solely academic data disclosures [3] - TianKang's innovative drug CKBA for vitiligo has completed 100% subject enrollment in its Phase II clinical trial, with plans to explore additional indications in the next 3-5 years [3] Growth Areas - The company is focusing on several growth areas, including gastrointestinal drugs, sexual health, and ophthalmology [4] - In the gastrointestinal sector, TianKang aims to expedite the registration process for its product and target over RMB 1 billion in sales within 3-5 years [4] - The sexual health segment features leading products with significant market presence, and a new product is expected to enhance the company's portfolio [4] - In ophthalmology, the company is progressing with clinical trials for a product aimed at treating presbyopia, which could become the first of its kind in China [4] Overall Outlook - TianKang's employee stock ownership plan reflects the company's strong confidence in future growth, driven by innovation and clinical needs, while building high-value competitive barriers in core areas [5] - As key projects move towards commercialization, the company is expected to generate new performance growth points and enter a new growth cycle [5]

证券代码：600789 证券简称：鲁抗医药 山东鲁抗医药股份有限公司 （山东省济宁高新区德源路 88 号） 募集说明书（修订稿） 保荐机构（主承销商） （北京市朝阳区建国门外大街 1 号国贸大厦 2 座 27 层及 28 层） 二〇二五年六月 山东鲁抗医药股份有限公司 募集说明书（修订稿） 公司声明 不存在任何虚假记载、误导性陈述或重大遗漏，并对其真实性、准确性及完整性承担相 应的法律责任。 计资料真实、完整。 对申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其对发行人的 盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任何与之相反的声明 均属虚假不实陈述。 人自行负责。投资者自主判断发行人的投资价值，自主作出投资决策，自行承担证券依 法发行后因发行人经营与收益变化或者证券价格变动引致的投资风险。 重大事项提示 山东鲁抗医药股份有限公司 募集说明书（修订稿） 本公司特别提醒投资者注意下列重大事项或风险因素，并认真阅读本募集说明书相 关章节。本部分所述词语或简称与本募集说明书"释义"所述词语或简称具有相同的含 义。 一、本次发行方案 （一）审批程序 本次发行已经公司 2024 年第十一 ...

2025 年 06 月 11 日 行业周报 看好/维持 医药 医药 板块持续跑赢大盘，关注后续创新药催化（附 CD73 靶点研究）(2025.06.03-2025.06.08) 走势比较 (20%) (10%) 0% 10% 20% 30% 24/6/11 24/8/22 24/11/2 25/1/13 25/3/26 25/6/6 | 君实生物 | 买入 | | --- | --- | | 华领医药-B | 买入 | | 奥锐特 | 买入 | | 同和药业 | 买入 | | 阳光诺和 | 买入 | | 泓博医药 | 买入 | | 福元医药 | 买入 | | 三生制药 | 买入 | | 京新药业 | 买入 | | 共同药业 | 增持 | | 亿帆医药 | 买入 | | 诺诚健华 | 买入 | | 诺思格 | 买入 | | 奥翔药业 | 买入 | | 科伦药业 | 买入 | | 国邦医药 | 买入 | | 来凯医药-B | 买入 | | 百利天恒 | 买入 | | 益方生物 | 买入 | | 皓元医药 | 买入 | | 普洛药业 | 买入 | | 信达生物 | 买入 | | 加科思-B | 买入 | 子行业评级 ...

这里是《21健讯Daily》，欢迎与21世纪经济报道新健康团队共同关注医药健康行业最新事件！ 政策动向 国家卫健委推动落实"血费减免一次都不跑" 6月6日，国家卫健委办公厅发布《关于进一步落实"血费减免一次都不跑"工作的通知》，指出到2025年 底前,全国所有血站和用血医疗机构全面落实"血费减免一次都不跑"政策,形成"医院直免为主、线上申请 为辅"的服务模式。国家卫生健康委将定期汇总、调度各地血费减免办理情况和相关工作进展,确保政策 落地见效,群众可感可及。 6月6日，鲁抗医药(600789.SH)公告称，公司控股子公司赛特公司收到国家药品监督管理局颁发的关于 西咪替丁注射液通过仿制药质量和疗效一致性评价的《药品补充申请批准通知书》。西咪替丁注射液是 一种组胺H2-受体拮抗剂，用于治疗胃酸过多引起的胃痛、胃灼热、反酸等症状。目前国内共有40个西 咪替丁注射液生产批文，4个厂家通过或视同通过一致性评价审批。赛特公司开展一致性评价工作累计 研发投入约为394.85万元。 白云山：分公司收到他达拉非片药品注册证书 6月6日，白云山(600332.SH)公告称，分公司广州白云山医药集团股份有限公司白云山制药总厂收到国 ...

Major Events - JiuTai Rural Commercial Bank (06122) plans to sell 78.51% stake in HuanShan HuiMin Village Bank for 40.4 million yuan [1] - Vanke Enterprises (02202) intends to receive a loan of up to 3 billion yuan from its major shareholder, Shenzhen Metro Group [1] - China Gas Holdings (08246) signed a memorandum of understanding with the Lao Ministry of Industry and Commerce to explore cooperation in developing fuel and natural gas supply networks in Laos [1] - Miniso Group (09896) is conducting a preliminary assessment on the potential spin-off listing of its trendy toy business operated under the "TOP TOY" brand [1] - Baiyunshan Pharmaceutical (00874) subsidiary received approval from the National Medical Products Administration for the drug registration certificate of Tadalafil tablets (2.5mg, 5mg) [1] - Huaxing Capital Holdings (01911) portfolio company Circle successfully listed on the New York Stock Exchange, marking the first IPO milestone in the global stablecoin sector [1] - China National Nuclear Corporation (01763) plans to initiate its first irradiation station cooperation project in Peru [1] Operating Performance - Yuexiu Property (00123) reported a cumulative contract sales amount of approximately 50.7 billion yuan in the first five months, an increase of about 26.5% year-on-year [1] - China Overseas Land & Investment (00688) recorded a cumulative property sales amount of approximately 90.4 billion yuan in the first five months, a decrease of 11.1% year-on-year [1] - Shimao Group (00813) reported a cumulative contract sales total of 11.2 billion yuan in the first five months, a decrease of 18.71% year-on-year [1] - Zhongliang Holdings (02772) achieved a cumulative contract sales amount of approximately 5.37 billion yuan in the first five months, a decrease of 33.38% year-on-year [1] - GAC Group (02238) experienced a year-on-year decline in May's automobile production by 8.16% and a sales drop of 24.80% [1] - Poly Property Group (00119) achieved a contract sales amount of approximately 21.8 billion yuan in the first five months, an increase of 3.81% year-on-year [1] - New天绿色能源 (00956) completed a power generation volume of approximately 7.29 million megawatt-hours in the first five months, an increase of 10.86% year-on-year [1]

证券代码：600332 证券简称：白云山 公告编号：2025－048 广州白云山医药集团股份有限公司 关于分公司收到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，广州白云山医药集团股份有限公司（以下简称"本公司"）分公司广州白云山医药集团股份有限公 司白云山制药总厂（以下简称"白云山制药总厂"）收到国家药品监督管理局核准签发关于他达拉非片 （2.5mg、5mg）的《药品注册证书》。现将相关情况公告如下： 一、药品的基本情况 药品通用名称：他达拉非片 主要成份：他达拉非 剂型：片剂 上市许可持有人：（1）名称：广州白云山医药集团股份有限公司白云山制药总厂；（2）地址：广州市 白云区同和街云祥路88号 生产企业：（1）名称：广州白云山医药集团股份有限公司白云山制药总厂；（2）地址：广州市白云区 同和街云祥路88号 受理号：CYHS2400338、CYHS2400337 药品批准文号：国药准字H20254302、国药准字H20254301 药品批准文号有效期：至2030年05月26日 审批结论：根据《中华 ...

6月6日晚，白云山（600332）发布公告称，分公司白云山制药总厂收到国家药品监督管理局核准签发的 他达拉非片（2.5mg、5mg）《药品注册证书》。他达拉非是一种用于治疗男性勃起功能障碍（ED）的 磷酸二酯酶5（PDE5）抑制剂。 白云山：分公司收到药品注册证书 资料显示，白云山成立于1997年9月，主营业务是中西成药、化学原料药、天然药物、生物医药、化学 原料药中间体的研发、制造与销售；西药、中药和医疗器械的批发、零售和进出口业务；大健康产品的 研发、生产与销售；医疗服务、健康管理、养生养老等健康产业投资。 所属行业：医药生物–中药Ⅱ–中药Ⅲ 华银电力：拟投资13.98亿元开发新能源发电项目 6月6日晚，华银电力（600744）发布公告称，公司拟投资建设株洲市醴陵市沩山风电场项目、郴州市桂 东县普洛风力发电项目、衡南县向阳光伏发电项目一期工程，三个项目装机规模共计230兆瓦，总投资 额约为13.98亿元。资金来源包括资本金和银行贷款。项目已取得核准（备案）证明并获取建设指标。 资料显示，华银电力成立于1993年3月，主营业务是火力发电业务，同时经营水电、风电、太阳能业务 以及电力销售业务。 福元医药：盐酸 ...

Core Viewpoint - The company has received the drug registration certificate for Tadalafil tablets (2.5mg, 5mg), enhancing its product offerings in the male medication market and improving its competitive position in this sector [1][2]. Drug Information - The drug's generic name is Tadalafil, with active ingredients being Tadalafil in tablet form, available in specifications of 2.5mg and 5mg [1]. - The registration classification is categorized as a Class 4 chemical drug, with certificate numbers 2025S01530 and 2025S01529 [1]. - The drug is approved for use in treating erectile dysfunction (ED) and was originally developed by Eli Lilly, receiving approvals in the EU and the US in 2002 and 2003, respectively, and in China in 2004 [1]. Market Context - The registration application for Tadalafil tablets was accepted on January 24, 2024, and the approval is valid until May 26, 2030 [1]. - Major competitors in the domestic market include Guangdong Dongyangguang Pharmaceutical Co., Ltd., Jiangsu Tianshili Diyi Pharmaceutical Co., Ltd., and Lefusi Health Industry Co., Ltd., with sales figures of RMB 185.73 million, RMB 1.294 billion, and RMB 1.61182 billion, respectively [1]. - The company has invested approximately RMB 2.5401 million and RMB 4.2976 million in the R&D of Tadalafil tablets (2.5mg and 5mg) [1]. Impact on the Company - The acquisition of the drug registration certificate will diversify the product range of the company's male medication offerings, thereby enhancing its competitiveness in the male medication market [2]. - The company plans to commence production in accordance with regulatory requirements and market demand [2].

白云山（600332）公告，分公司白云山制药总厂收到国家药品监督管理局核准签发关于他达拉非片 (2.5mg、5mg)的《药品注册证书》。截至目前，白云山制药总厂在2.5mg、5mg他达拉非片研发项目上 已投入研发费用约人民币254.01万元、429.76万元。本次获得药品注册证书，丰富了白云山制药总厂男 性用药产品的种类，有利于提升公司在男性用药领域市场的竞争力。 ...