证券日报网讯12月9日，博济医药（300404）在互动平台回答投资者提问时表示，公司中药研发业务稳 步增长，中药创新药自研项目进展顺利。其中，用于治疗膝骨关节炎的中药1.1类品种"卿芷软膏"获得 药物临床试验批准通知书。 ...

Monetary Policy and Economic Outlook - The People's Bank of China released the monetary policy execution report for Q3 2025, indicating that the domestic economic recovery needs further consolidation. The central bank plans to deepen financial reforms and enhance high-level opening-up, aiming to build a robust monetary policy system and a comprehensive macro-prudential management framework [1][2]. Manufacturing and Infrastructure Development - The Ministry of Industry and Information Technology issued a notice to accelerate the systematic layout and high-level construction of manufacturing pilot platforms, targeting the establishment of a modern pilot platform system by the end of 2027 [1][3]. - The National Development and Reform Commission announced that the infrastructure real estate investment trusts (REITs) will enter a normalized issuance phase in 2024, with 105 projects recommended to the China Securities Regulatory Commission, totaling 207 billion yuan in funds, expected to drive over 1 trillion yuan in new project investments [3]. New Energy Vehicle Industry - The Chinese automotive industry reported record growth in the new energy vehicle sector, with October 2025 seeing monthly new car sales of new energy vehicles surpassing 50% of total new car sales for the first time [1][3]. Chemical Industry Insights - Seven chemical-themed funds have been reported since Q3, with a focus on the chemical sector's supply-side changes, including stricter approvals for new capacities. The industry is expected to see a recovery in profitability and valuation [11]. Battery and Renewable Energy Sector - The 12th China (Suzhou) Battery New Energy Industry International Summit highlighted China's competitive advantage in the lithium battery sector, with over 90% of global shipments in energy storage lithium batteries. Future demand for lithium batteries is expected to grow, particularly in energy storage applications [7]. Pharmaceutical Logistics Development - Shanghai's new guidelines aim to enhance the development of modern pharmaceutical logistics, promoting the establishment of a high-efficiency and professional logistics system to ensure drug supply and quality [6].

Company Announcements - *ST Zhengping has completed the stock suspension review and will resume trading on November 12, confirming normal production and operation without significant changes [1] - Upwind New Materials is in the product development stage for its embodied intelligent robot business, which has not yet achieved mass production or revenue generation [2] - Shannon Chip Innovation's fourth largest shareholder, Shenzhen Xinlianpu, has pledged 1.27 million shares for financing purposes [3] - Qing Shui Yuan's phosphorus trichloride products are primarily used in the production of water treatment agents [4] - Midea Group announced a cash dividend plan of 5 yuan per 10 shares, totaling 3.448 billion yuan, with the record date on November 17 [4] - Huiyuan Communication is planning a change of control, leading to a stock suspension starting November 12 [5] - Shen Gong Co. has clarified that some research reports on its performance forecasts represent only analysts' personal views [6] - World is developing diamond micro-drills for PCB processing, which are still in the R&D phase [6] - Haike New Source has signed an agreement with Kunlun New Materials for the purchase of 596,200 tons of electrolyte solvent [7] - Tongxing Technology plans to invest 3.2 billion yuan in a project to produce 100,000 tons of sodium battery cathode materials and 6 GWh battery cells [8] Investments & Contracts - Zhongjin Irradiation is investing 200 million yuan to build an electronic accelerator intelligent manufacturing project [10] - Hongri Da is collaborating with Te Du Technology and Hongke Tongchuang to establish a joint venture for semiconductor packaging [10] Shareholding Changes - Jian Kai Technology's controlling shareholder Xuanzhao plans to transfer 3% of its shares through a pricing inquiry [12] - Yue Wannianqing's shareholder Hehe Investment intends to reduce its stake by up to 3% [14] Financing & Capital Increase - Weiteng Electric plans to raise up to 300 million yuan through a private placement for various manufacturing projects [22] Other Developments - Zhifei Biological has received approval for clinical trials of a vaccine for adolescents and adults [23] - Shanghai Kaibao has obtained approval for clinical trials of a drug for acute ischemic stroke [24]

Core Viewpoint - The company announced that its wholly-owned subsidiary, Guangzhou Boji New Drug Clinical Research Center Co., Ltd., has received approval from the National Medical Products Administration for the clinical trial of "Qingzhi Ointment" [2] Group 1 - The approval is for the issuance of the "Drug Clinical Trial Approval Notice" [2]

Core Viewpoint - The announcement from Beijing Boji Pharmaceutical indicates that its subsidiary, Guangzhou Boji New Drug Clinical Research Center, has received approval from the National Medical Products Administration for the clinical trial of "Qingzhi Ointment," marking a significant step in the development of a new traditional Chinese medicine [1] Group 1 - The "Qingzhi Ointment" is formulated based on traditional Chinese medicine principles and consists of multiple herbal ingredients [1] - It is classified as a Class 1 innovative traditional Chinese medicine that has not been marketed domestically or internationally [1] - The ointment is intended for the treatment of knee osteoarthritis with symptoms of wind-cold-dampness, focusing on dispelling wind, eliminating dampness, relieving cold, promoting circulation, and alleviating pain [1]

Group 1 - The core point of the article is that Boji Pharmaceutical's subsidiary has received approval for a clinical trial of a new drug, "Qingzhi Ointment," from the National Medical Products Administration [1] - As of January to June 2025, Boji Pharmaceutical's revenue composition shows that 99.46% comes from services, while other businesses account for 0.54% [1] - The current market capitalization of Boji Pharmaceutical is 3.9 billion yuan [1] Group 2 - The article also mentions that prior to the arrest of the chairman of Peking University Pharmaceutical, police had investigated the group's factory, indicating potential issues within the company [1] - Internal sources suggest that the group's assets have been disposed of by the chairman, with significant funds remaining unaccounted for [1]

Core Viewpoint - The approval of "Qingzhi Ointment" by the National Medical Products Administration marks a significant advancement for the company in the field of traditional Chinese medicine, potentially opening new market opportunities for innovative herbal treatments [1] Group 1: Product Development - The product "Qingzhi Ointment" is a new formulation based on traditional Chinese medicine principles, specifically designed for the treatment of knee osteoarthritis with symptoms of wind-cold-dampness [1] - It is classified as a Class 1 innovative traditional Chinese medicine, indicating its status as a new prescription that has not been marketed domestically or internationally [1] Group 2: Regulatory Approval - The full subsidiary of the company, Guangzhou Boji New Drug Clinical Research Center Co., Ltd., has successfully obtained the Clinical Trial Approval Notice from the National Medical Products Administration for "Qingzhi Ointment" [1] - This regulatory approval is a critical step in the drug development process, allowing the company to proceed with clinical trials [1]

Core Viewpoint - The announcement indicates that the company's subsidiary, Guangzhou Boji New Drug Clinical Research Center Co., Ltd., has received approval from the National Medical Products Administration for the clinical trial of "Qingzhi Ointment," a new traditional Chinese medicine formulation [1] Group 1 - "Qingzhi Ointment" is a new prescription formulation based on traditional Chinese medicine theory and is classified as a Class 1 innovative traditional Chinese medicine [1] - The ointment is intended for the treatment of knee osteoarthritis with symptoms of wind-cold-dampness, focusing on dispelling wind, eliminating dampness, relieving cold, promoting circulation, and alleviating pain [1]

Core Viewpoint - The announcement by Boji Pharmaceutical (300404.SZ) regarding the approval of "Qingzhi Ointment" for clinical trials by the National Medical Products Administration indicates a step forward in the company's drug development efforts, although it is not expected to significantly impact the company's financial performance in the short term [1]. Group 1: Drug Development - Boji Pharmaceutical's wholly-owned subsidiary, Guangzhou Boji New Drug Clinical Research Center Co., Ltd., has received the clinical trial approval for "Qingzhi Ointment," classified as a Class 1 innovative traditional Chinese medicine [1]. - The ointment is intended for the treatment of knee osteoarthritis with symptoms of wind-cold-dampness, focusing on dispelling wind, overcoming dampness, relieving cold, promoting circulation, and alleviating pain [1]. Group 2: Financial Impact - The company stated that the approval of the drug will not have a significant impact on its operating performance [1]. - The company will fulfill its information disclosure obligations based on the progress of the drug development [1]. Group 3: R&D Uncertainties - The company acknowledged the long development cycle and multiple stages involved in drug research and development, highlighting the inherent uncertainties in the process [1].

人民财讯11月11日电，博济医药（300404）11月11日公告，公司全资子公司广州博济新药临床研究中心 有限公司申报的"卿芷软膏"获得国家药监局核准签发的《药物临床试验批准通知书》。"卿芷软膏"为多 味饮片在中医药理论指导下组方而成的制剂，属于未在境内外上市的中药新处方制剂，为1.1类中药创 新药。该药品用于膝骨关节炎风寒湿痹证，主治祛风胜湿，散寒通络，行气止痛。 ...