证券日报网讯 1月29日，陇神戎发在互动平台回答投资者提问时表示，公司始终积极寻求与国内外优秀 伙伴的合作机会，以推动中医药国际化发展。目前公司产品元胡止痛滴丸、黄芪当归胶囊均在泰国实现 注册、销售。 （文章来源：证券日报） ...

格隆汇1月29日丨陇神戎发(300534.SZ)在投资者互动平台表示，公司始终积极寻求与国内外优秀伙伴的 合作机会，以推动中医药国际化发展。目前公司产品元胡止痛滴丸、黄芪当归胶囊均在泰国实现注册、 销售。 ...

格隆汇1月29日丨陇神戎发(300534.SZ)在投资者互动平台表示，公司始终积极寻求与国内外优秀伙伴的 合作机会，以推动中医药国际化发展。目前公司产品元胡止痛滴丸、黄芪当归胶囊均在泰国实现注册、 销售。 ...

研发方面，陇神戎发持续深耕，完成了"甘肃省中药固体分散制剂重点实验室"向"技术创新中心"、"甘肃省中药新药剂型研 究工程实验室"向"工程研究中心"的功能升级，联合建成"兰州高新区医药中试研究中心"，普安制药建成5个省市级研发平台； 公司于2025年3月份完成收购甘肃药业集团科技创新研究院有限公司70%股权，全力培育打造公司研发及检验检测业务专业平 台，其旗下甘肃药业集团国方检验检测有限公司近期又通过农产品质量安全检测机构考核（CATL）认证并取得合格证书，实 现了CNAS、CMA、CATL三项行业资质体系的全面运行，形成"自有平台升级+联合平台共建+并购平台补强"的多层次创新支 撑体系。 2025年10月份，陇神戎发子公司普安制药2.2类新药布瑞哌唑口溶膜药品注册上市许可申请获得受理；主打产品元胡止痛滴 丸与宣肺止嗽合剂二次开发、中药经典名方及院内制剂研发项目稳步推进；大健康板块成功推出多款系列产品，7°啡得乐植物 饮料、薄荷爽口片、黄芪当归系列固体饮料、肉苁蓉原浆、枸杞原浆等产品上市销售，进一步丰富优化了公司产品结构。 本报讯 （记者刘欢）1月27日晚间，甘肃陇神戎发药业股份有限公司（以下简称"陇神戎发"） ...

证券日报网讯1月5日，陇神戎发（300534）在互动平台回答投资者提问时表示，公司将持续聚焦主业， 依托国资控股平台优势，聚焦元胡止痛滴丸、宣肺止嗽合剂两大独家核心品种，巩固现有市场并大力拓 展OTC及空白区域；同时，积极拓展普药市场、大健康产品线与医疗器械等业务领域，培育新的业绩增 长点。研发方面，公司立足自身资源条件，持续加大研发投入、提升研发实力，全力构建内外部协同创 新的研发体系和研发投入长效机制，在持续推进主打产品二次开发的同时，加大新药、经典名方、大健 康等领域的产品研发力度，努力丰富产品管线，提升公司核心竞争力。 ...

Core Viewpoint - The company is focusing on its main business while expanding its product offerings in traditional Chinese medicine, particularly in the herbal medicine segment [1] Group 1: Company Strategy - The company is actively selling its main products, including Yuanhu Zhitong Diban and Xuanfei Zhiso Heji, while also developing its herbal medicine business [1] - The company has not yet participated in centralized procurement for its herbal medicine products and is monitoring related policies and market dynamics [1] Group 2: Market Positioning - The company aims to align its herbal medicine business with market demand and its strategic planning to create value for itself and its shareholders [1]

Core Insights - The company is focusing on its main business while actively expanding its traditional Chinese medicine (TCM) decoction pieces segment to enrich its product structure [1] - The company has not yet participated in the centralized procurement (集采) for TCM decoction pieces and will continue to monitor procurement policies and market demand [1] Group 1 - The company is currently selling key products such as Yuanhu Zhitong Droplets and Xuanfei Zhiso Mixture while developing its TCM decoction pieces business [1] - The centralized procurement policy has expanded to include 86 varieties of TCM decoction pieces, indicating a growing market scale and increasing importance among listed companies [3] - The company aims to create value for itself and its shareholders through a strategic layout in the TCM decoction pieces market [1]

Core Viewpoint - Gansu Longshen Rongfa Pharmaceutical Co., Ltd. reported steady growth in revenue and net profit for the first three quarters of 2025, driven by the recovery of the traditional Chinese medicine industry and the enhancement of its core product competitiveness [1][2]. Financial Performance - The company achieved an operating income of 647 million yuan and a net profit attributable to shareholders of 27.03 million yuan, representing a year-on-year increase of 8.11% [1]. - The net profit excluding non-recurring gains and losses was 28.71 million yuan, up 31.14% year-on-year [1]. Market Position and Product Development - Longshen Rongfa has focused on optimizing its market sales layout, consolidating the market share of its core products, and exploring the market potential of existing generic drugs [2]. - The company’s two exclusive products, Yuanhu Zhitong Pill and Xuanfei Zhike Mixture, have seen increased market competitiveness and brand influence, ranking in the top 20 for various categories in public medical institutions [2]. Production Capacity and R&D - A new production line for the Xuanfei Zhike Mixture has been established, capable of producing 50 million boxes annually, ensuring a solid supply for the market [3]. - The company emphasizes product R&D as a core driver of sustainable development, with ongoing projects for product development and clinical trials [3]. Future Outlook - The company plans to continue focusing on traditional Chinese medicine, enhancing market development and research efforts to promote sustainable growth [3].

Core Viewpoint - The company reported steady growth in its operating performance for the first three quarters of 2025, driven by the recovery of the traditional Chinese medicine industry and the enhancement of its core product competitiveness [1] Financial Performance - The company achieved operating revenue of 647 million yuan and a net profit attributable to shareholders of 27.03 million yuan, representing a year-on-year increase of 8.11% [1] - The net profit after deducting non-recurring gains and losses was 28.71 million yuan, showing a year-on-year growth of 31.14% [1] Product Development and Market Position - The company focuses on the development of traditional Chinese medicine, with core products such as Yuanhu Zhitong Pill and Xuanfei Zhike Decoction gaining market share and brand influence [2] - Yuanhu Zhitong Pill ranked 15th in the "Top 20 Sales of Traditional Chinese Medicine Pills in Public Medical Institutions" for the first half of 2024, while Xuanfei Zhike Decoction ranked 6th in the "Top 20 Cough and Phlegm Relief Traditional Chinese Medicines" [2] - The company is advancing the secondary development of its main products, including real-world studies for Xuanfei Zhike Decoction and Yuanhu Zhitong Pill, and is progressing with the construction of a production line for blood dialysis concentrate [3] Strategic Focus - The company will continue to concentrate on its core business of traditional Chinese medicine, enhancing market development and research efforts to promote sustainable growth [4]

Core Viewpoint - Longshen Rongfa (300534) demonstrated robust operational performance and growth momentum in the first three quarters of 2025, achieving a revenue of 647 million yuan and a net profit attributable to shareholders of 27.03 million yuan, representing a year-on-year increase of 8.11% [1] Group 1: Financial Performance - The company reported a net profit of 27.03 million yuan, with a year-on-year growth of 8.11%, while the net profit after deducting non-recurring gains and losses reached 28.71 million yuan, marking a significant increase of 31.14% [1] - The overall recovery of the traditional Chinese medicine industry has positively impacted the company's performance, supported by the strengthening competitiveness of its core products and continuous deepening of its industrial layout [1] Group 2: Product Performance - The company's two exclusive products, Yuanhu Zhitong Droplets and Xuanfei Zhiso Mixture, have been key drivers of growth, with Yuanhu Zhitong Droplets ranking 15th in the "Top 20 Brands of Traditional Chinese Medicine Pills in Public Medical Institutions" for H1 2024 and 9th in the "Top 20 Gastrointestinal Products" for Q1 2025 [2] - Xuanfei Zhiso Mixture has solidified its position in the cough relief product segment, ranking 6th in the "Top 20 Brands of Cough and Phlegm Relief Traditional Chinese Medicine" for 2024 and 7th in the "Top 20 Innovative Drug Sales Enterprises (Traditional Chinese Medicine)" at the 90th National Pharmaceutical Trade Fair in 2025 [2] Group 3: Research and Development - The company views innovation as a core driver of sustainable development, continuing to advance secondary development of its main products, including real-world studies for Xuanfei Zhiso Mixture and Yuanhu Zhitong Droplets [3] - The subsidiary, Puan Pharmaceutical, has received clinical trial approval for the modified new drug Bupropion Oral Film and is progressing with the construction and registration of a production line for blood dialysis concentrate [3] - The company is also expanding its health product portfolio, with new offerings such as plant-based beverages and herbal extracts gaining consumer attention and positive feedback [3] Group 4: Future Outlook - Looking ahead to the fourth quarter, the company plans to maintain its focus on traditional Chinese medicine, enhancing market development and research efforts to promote sustainable growth [3]