截至2026年1月16日收盘，艾迪药业（688488）报收于21.6元，较上周的17.68元上涨22.17%。本周，艾 迪药业1月16日盘中最高价报22.11元，股价触及近一年最高点。1月12日盘中最低价报16.73元。艾迪药 业当前最新总市值90.89亿元，在生物制品板块市值排名34/51，在两市A股市值排名2211/5183。 本周关注点 交易信息汇总 艾迪药业（688488）因有价格涨跌幅限制的日收盘价格涨幅达到15%于2026年1月14日登上沪深交易所 龙虎榜，为近5个交易日内首次上榜。 江苏艾迪药业集团股份有限公司、副总裁王广蓉、俞克因未依法履行其他职责，以及公司、王广蓉、非 独立董事刘艳因信息披露违规，均被上海证券交易所采取监管措施。 公司公告汇总 艾迪药业于2026年1月13日召开第三届董事会第十一次会议，审议通过公司符合以简易程序向特定对象 发行A股股票条件的议案，并逐项通过2026年度发行方案。本次发行募集资金总额不超过18,500.00万 元，拟用于收购南大药业22.2324%股权及补充流动资金。董事会同时审议通过发行预案、论证分析报 告、募集资金使用可行性报告等议案，并决定终止2024年 ...

Core Viewpoint - Jiangsu Aidi Pharmaceutical (688488.SH) announced a plan to acquire minority shareholder equity in its subsidiary, Nanjing Nanda Pharmaceutical, which will increase its direct shareholding from 51.13% to 73.36% [1][3] Group 1: Acquisition Details - Aidi Pharmaceutical plans to raise up to 185 million yuan through a simplified procedure to fund the acquisition, with 130 million yuan allocated for acquiring 22.23% of Nanda Pharmaceutical's equity and 55 million yuan for working capital [1] - The acquisition is expected to enhance Aidi's control over Nanda Pharmaceutical and optimize financial performance, maximizing synergies between the two companies [4][10] Group 2: Market Potential - The demand for stroke treatment is anticipated to surge, with acute ischemic stroke cases in China projected to rise from 4.1 million in 2023 to 4.9 million by 2027 [4] - The market for neuroprotective drugs in China is expected to grow from 11.5 billion yuan in 2024 to 16.9 billion yuan by 2030, and further to 26.2 billion yuan by 2035 [4] Group 3: Product Pipeline - Aidi's new drugs, AD108 injection and ADB116 injection, are positioned to become significant profit growth drivers, targeting acute ischemic stroke treatment [4] - Aidi's HIV drug, Enomirac, has shown strong sales potential, with revenue from HIV drugs reaching 211 million yuan in the first three quarters of 2025, a 57.12% increase year-on-year [6][7] Group 4: International Expansion - Aidi Pharmaceutical is accelerating its international market expansion, with its HIV drug Enomirac approved for sale in Zanzibar, marking a significant milestone for Chinese-developed HIV drugs in Africa [9] - The company is also advancing its pipeline of innovative drugs, including a new HIV integrase inhibitor and long-acting pre-exposure prophylaxis drugs, which are in various stages of clinical trials [10]

Group 1 - The core point of the article is that Jiangsu Aidi Pharmaceutical Group announced a plan to raise up to 185 million yuan through a simplified procedure for issuing A-shares, primarily to acquire a 22.23% stake in its subsidiary Nanjing Nanda Pharmaceutical Co., Ltd. for approximately 130.06 million yuan and to supplement working capital with 55 million yuan [1][2] - The chairman of Aidi Pharmaceutical, Fu Helian, stated that this move is a significant step towards focusing on the core business and enhancing competitive strength, aimed at long-term strategic development [1] - Nanda Pharmaceutical specializes in thrombolytic drugs and low molecular weight heparin raw materials, being one of the few companies in China that holds production licenses for both raw materials and injectable formulations [1] Group 2 - Aidi Pharmaceutical previously acquired a 19.96% stake in Nanda Pharmaceutical in July 2022 and plans to further purchase an additional 31.16% stake in 2024, thereby gaining control over Nanda Pharmaceutical [2] - The acquisition of the additional 22.23% stake will enhance Aidi Pharmaceutical's control over Nanda Pharmaceutical, promoting strategic management upgrades and improving financial performance [2] - Aidi Pharmaceutical has maintained rapid growth in the HIV treatment sector for three consecutive years and is focused on advancing its core research pipeline and establishing a comprehensive commercialization system for new HIV drugs [2]

Group 1 - The company, Jiangsu Aidi Pharmaceutical Group Co., Ltd., plans to raise up to 185 million yuan through a simplified procedure to issue A-shares, primarily to acquire a 22.23% stake in its subsidiary, Nanjing Nanda Pharmaceutical Co., Ltd., for approximately 130 million yuan, and to supplement working capital with 55 million yuan [1] - Nanda Pharmaceutical specializes in thrombolytic drugs and low molecular weight heparin raw materials, making it one of the few integrated manufacturers in China holding production approvals for both raw materials and injectable formulations [2] - The acquisition of Nanda Pharmaceutical is expected to enhance the company's control over it, optimize financial performance, and maximize synergies, thereby strengthening its competitive position in the human protein sector [3] Group 2 - The stroke incidence in China is rising, with acute ischemic stroke cases projected to increase from 4.1 million in 2023 to 4.9 million by 2027, highlighting a significant unmet clinical need for effective stroke treatments [3] - The market for neuroprotective drugs in China is expected to grow from 11.5 billion yuan in 2024 to 16.9 billion yuan by 2030, and further to 26.2 billion yuan by 2035, indicating a strong demand for innovative stroke medications [3] - Aidi Pharmaceutical has maintained rapid growth in the HIV sector for three consecutive years, with the market for anti-HIV drugs in China estimated at 7 billion yuan in 2023, projected to exceed 11 billion yuan by 2027 [4] Group 3 - The company is advancing its core HIV pipeline and aims to establish a comprehensive commercialization system for new HIV drugs, addressing the significant challenge posed by the large population of HIV-infected individuals in China [4] - Aidi Pharmaceutical has made significant progress in its HIV drug pipeline, with new drugs like ACC017 and ADC118 entering clinical trials, and is also developing long-acting pre-exposure prophylaxis drugs [5] - The 55 million yuan raised will be used to support operational funding and accelerate the development of core research projects, ensuring the efficient rollout of a diverse and comprehensive HIV drug commercialization strategy [5]