2025年12月7日，根据国家医保局、人力资源社会保障部发布的《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），广东众生药业股份有限公司（以下简称"公司"）一类创新药物昂拉地韦片（商品名：安睿 威?）通过国家医保谈判，首次被纳入《国家基本医疗保险、生育保险和工伤保险药品目录（2025 年）》（以下简称"《国家医保目录》"）。同时，公司核心产品来瑞特韦片、复方血栓通胶囊、脑栓通 胶囊、硫糖铝口服混悬液、羧甲司坦口服溶液、盐酸氮?斯汀滴眼液等继续入选本次《国家医保目 录》。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002317 公告编号：2025-113 广东众生药业股份有限公司 关于昂拉地韦片通过谈判纳入《国家医保目录》的公告 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。 昂拉地韦片（商品名：安睿威?）是全球首款靶向甲型流感病毒RNA聚合酶PB2亚基的一类创新药，适 用于成人单纯性甲型流感患者的治疗，具有快速、强效、低耐药等特点，能够快速缓解全身 ...

格隆汇12月7日丨众生药业(002317.SZ)公告，2025年12月7日，根据国家医保局、人力资源社会保障部 发布的《关于印发以及(2025年)的通知》(医保发〔2025〕33号)，广东众生药业股份有限公司(以下简 称"公司")一类创新药物昂拉地韦片(商品名：安睿威)通过国家医保谈判，首次被纳入《国家基本医疗保 险、生育保险和工伤保险药品目录(2025年)》(以下简称"《国家医保目录》")。同时，公司核心产品来 瑞特韦片、复方血栓通胶囊、脑栓通胶囊、硫糖铝口服混悬液、羧甲司坦口服溶液、盐酸氮斯汀滴眼液 等继续入选本次《国家医保目录》。 昂拉地韦片(商品名：安睿威)是全球首款靶向甲型流感病毒RNA聚合酶PB2亚基的一类创新药，适用于 成人单纯性甲型流感患者的治疗，具有快速、强效、低耐药等特点，能够快速缓解全身流感症状、强效 抗击流感病毒，兼具低耐药性，于2025年5月获国家药监局批准上市。昂拉地韦片是公司呼吸管线的创 新药重要产品，本次成功纳入《国家医保目录》乙类范围，有望惠及更多患者，为患者提供经济、安 全、可及的用药选择。 ...

人民财讯12月7日电，众生药业（002317）12月7日公告，公司一类创新药物昂拉地韦片(商品名：安睿 威)通过国家医保谈判，首次被纳入《国家基本医疗保险、生育保险和工伤保险药品目录(2025年)》。同 时，公司核心产品来瑞特韦片、复方血栓通胶囊、脑栓通胶囊、硫糖铝口服混悬液、羧甲司坦口服溶 液、盐酸氮斯汀滴眼液等继续入选本次《国家医保目录》。 ...

每经AI快讯，12月7日，众生药业（002317）(002317.SZ)公告称，公司一类创新药物昂拉地韦片(商品 名：安睿威)通过国家医保谈判，首次被纳入《国家基本医疗保险、生育保险和工伤保险药品目录(2025 年)》。此外，公司核心产品来瑞特韦片、复方血栓通胶囊、脑栓通胶囊、硫糖铝口服混悬液、羧甲司 坦口服溶液、盐酸氮斯汀滴眼液等继续入选本次《国家医保目录》。 ...

Core Viewpoint - On August 19, Zhongsheng Pharmaceutical experienced an intraday increase of 8.36%, reaching a stock price of 24.88 yuan per share, with a trading volume of 1.238 billion yuan and a turnover rate of 6.81%, resulting in a total market capitalization of 21.146 billion yuan [1] Company Overview - Guangdong Zhongsheng Pharmaceutical Co., Ltd. is located in Dongguan City, Guangdong Province, and is a top 100 pharmaceutical company focusing on ophthalmology, cardiovascular, respiratory, and digestive treatment areas [1] - The company operates ten subsidiaries and four production bases, with major products including Compound Thrombus Capsule, Brain Thrombus Capsule, and Zhongsheng Pill [1] - Zhongsheng Pharmaceutical has 16 chemical drug products that have passed the consistency evaluation of generic drugs, with five products selected in the national centralized procurement [1] - The company has established a multi-level R&D system based on characteristic traditional Chinese medicine, high-end generic drugs, and innovative drugs, with the innovative drug Liratevir Tablets approved for market on March 23, 2023 [1] Financial Performance - For the period from January to March 2025, Zhongsheng Pharmaceutical achieved an operating income of 634 million yuan, a year-on-year decrease of 1.07%, while the net profit attributable to shareholders was 82.6118 million yuan, reflecting a year-on-year increase of 61.06% [1] - As of March 31, the number of shareholders of Zhongsheng Pharmaceutical was 91,100, with an average of 8,359 circulating shares per person [1]

Core Viewpoint - The report highlights the rich product layout of innovative drugs by Zhongsheng Pharmaceutical, with a focus on the upcoming launch of its influenza product, Anladiwei tablets, which is expected to capture significant market share [1][2][3] Company Overview - Zhongsheng Pharmaceutical is primarily engaged in the research, production, and sales of traditional Chinese medicine and chemical drugs, with traditional Chinese medicine being its core business [1] - The company has established a solid foundation for growth through its well-known traditional Chinese medicine products, which are projected to generate 1.32 billion yuan in revenue by the end of 2024, accounting for 53% of total revenue [1] Innovative Drug Development - The company has successfully launched innovative drugs, including the first peptide-based 3CL single-agent anti-COVID drug, Lairuitewei tablets, and the recently approved influenza drug, Anladiwei tablets, which is a PB2-targeted small molecule RNA polymerase inhibitor [2] - Anladiwei tablets are expected to outperform current mainstream influenza drugs, showing faster symptom relief and lower resistance risk, thus potentially reshaping the influenza market landscape [2] Clinical Trial Results - The long-acting GLP-1 drug, RAY1225 injection, has shown promising results in Phase II clinical trials, demonstrating better weight loss and blood sugar control compared to similar drugs [2] - The drug's efficacy and safety profile are noteworthy, with ongoing Phase III clinical trials in China and potential for overseas rights authorization [2] Financial Projections - The company is expected to see revenue growth from 2.808 billion yuan in 2025 to 3.501 billion yuan in 2027, with year-on-year growth rates of 13.8%, 11.2%, and 12.1% respectively [3] - Net profit is projected to increase significantly from 305 million yuan in 2025 to 387 million yuan in 2027, with growth rates of 201.9%, 11.3%, and 14.1% respectively [3] Investment Recommendation - The report recommends a "buy" rating for Zhongsheng Pharmaceutical, emphasizing the positive outlook for its innovative drug portfolio and stable performance in traditional Chinese medicine and chemical generic drug sectors [3]

Core Viewpoint - The company expects a significant increase in net profit for the first half of 2025, driven by reduced non-recurring factors and the approval of new drugs [1][2]. Group 1: Financial Performance - The company anticipates a net profit of 170 to 210 million yuan for the first half of 2025, representing a year-on-year growth of 94.49% to 140.25%, primarily due to the diminishing impact of non-recurring gains from 2024 [2]. - The expected growth in net profit excluding non-recurring items is projected to be between 3.64% and 26.67% [2]. - Revenue forecasts for 2025 to 2027 are estimated at 2.712 billion, 2.997 billion, and 3.290 billion yuan, respectively, with corresponding EPS of 0.39, 0.49, and 0.60 yuan [4]. Group 2: Product Development - The company has received approval for its innovative drug, Angladiwe, which is the world's first RNA polymerase PB2 protein inhibitor for influenza, expected to contribute to future growth [2]. - Angladiwe is the only anti-influenza drug in China that has undergone head-to-head phase III clinical trials with Oseltamivir, showing a nearly 10% reduction in median time to fever relief compared to Oseltamivir [2]. - The company is rapidly advancing its GLP-1/GIP dual receptor agonist, RAY1225, which has shown promising results in weight loss and metabolic improvement, with ongoing phase III clinical trials in China [3]. Group 3: Market Potential - RAY1225 has potential for international licensing and is positioned to compete effectively in the market, with a higher weight loss achievement rate compared to existing treatments [3][4]. - The company plans to participate in the 2025 medical insurance negotiations for Angladiwe, and is also developing a pediatric formulation of the drug, which has shown favorable results in phase II clinical trials [2].