登录新浪财经APP 搜索【信披】查看更多考评等级 作为目前目录里唯一覆盖眼底病四大适应症的国产创新药，康柏西普眼用注射液被纳入常规目录管理， 体现了国家医保局对该品种创新成果、临床价值、患者获益的认可，并将进一步提升患者用药的稳定性 和可及性。同时，公司也在积极开展康柏西普高剂量品种临床三期试验，以及基因治疗药物KH631、 KH658中美两地的临床试验，希望通过高质量创新惠及更多患者。 新版《医保药品目录》于2026年1月1日起执行，具体到各统筹地区和医保报销的等级医院的实施尚需时 间，因此对公司当期经营业绩的影响暂无法准确估计。敬请广大投资者谨慎决策，注意投资风险。 特此公告。 成都康弘药业集团股份有限公司 董事会 2025年12月7日 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 国家医疗保障局网站于2025年12月7日发布《国家医保局 人力资源社会保障部关于印发〈国家基本医疗 保险、生育保险和工伤保险药品目录〉以及〈商业健康保险创新药品目录〉（2025年）的通知》（医保 发〔2025〕33号），康柏西普眼用注射液（商品名为"朗沐"）被纳入《国家基本医 ...

Group 1: Technological Advancements - The 20th National Congress emphasizes accelerating high-level technological self-reliance and leading the development of new productive forces [1] - Various "hard technologies" such as AI, robotics, quantum computing, and gene editing are emerging as key drivers of future economic growth [1] - Companies are encouraged to seize opportunities from the new technological revolution and industry transformation by increasing innovation investments and enhancing their capabilities [1] Group 2: Industry Developments - In Sichuan, Kanghong Pharmaceutical's gene therapy drug KH631 has entered clinical phase II in China, with ongoing clinical trials in the US [2] - The second gene therapy product, KH658, has also been approved for clinical trials in both China and the US [2] - Tibet Mining's project at the Zabuye Salt Lake aims to create the world's first high-altitude "photovoltaic + thermal + energy storage" energy station, ensuring 100% green electricity supply [2] - Zhongwei Co. has developed customized precursor products for solid-state batteries, with nearly 50 tons of solid-state battery materials shipped [2] Group 3: Economic Indicators - The National Bureau of Statistics reports that new productive forces in China are accelerating, with R&D expenditure reaching nearly 2.7% of GDP, surpassing the EU average [3] - Strategic emerging service industry enterprises saw nearly 10% revenue growth in the first half of the year [3] - The digital economy is rapidly developing, with AI and data becoming essential production factors [3] - Green industries, particularly in new energy vehicles and lithium batteries, continue to experience high growth rates [3] Group 4: Innovation and Policy - Original innovation is identified as a critical factor in cultivating new productive forces [4] - Experts stress the need for talent integration, resource consolidation, and institutional support to accelerate original technological breakthroughs [4]

Core Viewpoint - 康弘药业 has made significant progress during the "14th Five-Year Plan" period, focusing on core technologies and expanding its product matrix in ophthalmology, psychiatry/neuroscience, and oncology, leading to a steady increase in performance and high-quality development [1] Financial Performance - The company's operating revenue increased from 3.605 billion yuan in 2021 to 4.453 billion yuan in 2024, while the non-net profit rose from 301 million yuan to 1.184 billion yuan during the same period [1] - In the first half of 2025, the operating revenue was 2.453 billion yuan, a year-on-year increase of 6.95%, and the non-net profit was 723 million yuan, up 6.51% [1] Development Philosophy - The company adheres to a development philosophy centered on market orientation, innovation, quality, and talent, aiming to create innovative products and services that benefit the public [2] Risk Management and Innovation - 康弘药业 balances innovation and risk management by conducting thorough research and making accurate judgments, focusing on policy risk assessment, market demand validation, and a well-structured R&D pipeline [3] Product Strategy - 康弘药业 aims to develop long-lifecycle blockbuster products, with 康柏西普 being a prime example, generating 1.345 billion yuan in revenue in the first half of 2025, accounting for 54.83% of total revenue [3] - The company has launched 利非司特滴眼液, the first of its kind in China, targeting the large dry eye patient population [4] Market Potential - The dry eye medication market in China is projected to reach 4.79 billion yuan in 2024, with a compound annual growth rate of 16% from 2020 to 2024, providing 康弘药业 with significant growth opportunities [5] Technological Advancements - 康弘药业 is investing in cutting-edge technologies such as gene therapy, antibody-drug conjugates, and synthetic biology, with ongoing clinical trials for various innovative products [6][7]