登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 重庆华森制药股份有限公司（以下简称"公司"）于近日收到重庆市药品监督管理局（以下简称"市药监 局"）核准签发的关于公司2个药品的《药品再注册批准通知书》。现将相关情况公告如下： 英文名/拉丁名：Diammonium Glycyrrhizinate for Injection 受理号：CYHZ2540457渝 通知书编号：2025R076063 剂型：注射剂 规格：150mg 注册分类：化学药品：无 一、《药品再注册批准通知书》主要信息 （一）小儿咽扁颗粒 （二）注射用甘草酸二铵 药品通用名称：注射用甘草酸二铵 2.注射用甘草酸二铵：本品用于伴有丙氨酸氨基转移酶（ALT）升高的急、慢性病毒性肝炎。 三、药品其他相关信息 近年来，儿科中成药市场再创新高，根据米内网数据，2024年中国三大终端六大市场儿科中成药销售额 达183亿元，创下历史新高。其中，儿科感冒用药占比37.23%、儿科止咳祛痰用药占比34.40%，二者合 计市场份额超70%。小儿咽扁颗粒为北京首都儿科研 ...

Core Viewpoint - Huason Pharmaceutical has received drug re-registration approval for two products, indicating a positive development in its product portfolio and market presence [1][2]. Group 1: Product Details - The company received approval for "Pediatric Throat and Tonsil Granules," which is used for treating symptoms like sore throat and cough in children [1]. - The second product, "Injectable Glycyrrhizin Ammonium," is indicated for acute and chronic viral hepatitis with elevated ALT levels, showcasing its comprehensive liver protection effects [2]. Group 2: Market Insights - The pediatric traditional Chinese medicine market in China is projected to reach 18.3 billion yuan in 2024, with pediatric cold medications accounting for 37.23% and cough medications for 34.40% of the market share [1]. - The approval of these products aligns with the growing demand for pediatric medications, particularly in the context of rising sales in the sector [1]. Group 3: Regulatory and Quality Assurance - The approval ensures the normal production and sales of the mentioned drugs, with the company committing to strict quality control measures [2]. - The injectable glycyrrhizin ammonium has been included in several national and international liver disease management guidelines, reinforcing its credibility and market position [2].

Group 1 - The company, Huason Pharmaceutical, announced the receipt of two drug re-registration approval notices from the Chongqing Drug Administration [2] - The approved drugs include Pediatric Pharyngeal Tonsil Granules and Injection Glycyrrhizic Acid Disodium [2]

Core Viewpoint - The nationwide governance of traditional Chinese medicine (TCM) pricing is intensifying, marking a shift from a "policy safe haven" to a "transparent competitive pool," indicating the TCM industry is entering a "cost + efficacy" dual pricing era [1][11][12] Group 1: Price Governance Actions - Multiple regions, including Inner Mongolia, Hebei, Ningxia, Jilin, and Guangxi, have initiated special governance on TCM prices, requiring companies to adjust prices of products deemed excessively high [1][3] - The Guangxi Drug Group Procurement Service Platform announced a governance notice targeting 169 high-priced TCMs, mandating price adjustments based on the "minimum daily cost" within the province [3][4] - A total of 123 TCMs were identified with price discrepancies, with some exceeding the minimum daily treatment cost by over 915 times [3][4] Group 2: Industry Impact and Future Outlook - The governance is expected to pressure companies that have relied on high pricing and marketing costs, pushing them to focus on cost control, process innovation, and genuine clinical value [1][9] - The combination of "volume-based procurement + price governance" is seen as a key path to standardizing drug prices, addressing unreasonable premiums in the distribution chain [11] - Long-term, companies with strong compliance and cost advantages are likely to dominate the market, while smaller firms may face elimination risks if they cannot achieve scale and quality standardization [12] Group 3: Specific Products and Companies Affected - Notable TCM products such as Xiao Chai Hu Granules, Niu Huang Jie Du Pian, and Ban Lan Gen Granules are included in the governance list, with specific pricing adjustments mandated [8][9] - Well-known companies like Shandong Hongjitang Pharmaceutical Group and Taiji Group's subsidiaries are among those named in the governance actions [8][11] - A-share listed company Keyuan Pharmaceutical is planning to acquire 99.42% of Hongjitang, indicating potential consolidation in the industry [8]

Core Viewpoint - The issue of excessively high prices for traditional Chinese medicine (TCM) has not been resolved, as evidenced by recent government actions targeting price adjustments for numerous TCM products across various provinces [1][2][4]. Group 1: Price Governance Actions - The Guangxi Drug Procurement Service Platform announced a price adjustment for 169 high-priced TCMs, requiring companies to complete adjustments by July 30 [1]. - Multiple provinces, including Jilin, Henan, and Jiangsu, have initiated price governance for TCMs, with notable products like An Gong Niu Huang Wan and Ban Lan Gen Granules being included [2]. - Jilin Province identified 52 TCMs with significant price discrepancies, with price differences ranging from 10 to over 117 times the minimum daily cost [2][3]. Group 2: Price Discrepancies and Examples - The price of TCMs is significantly higher compared to chemical drugs, with some products showing price differences exceeding 100 times [2]. - For instance, the price of Yuan Hu Zhi Tong Pian from Chongqing Xieran Pharmaceutical Co. is 110 yuan, with a daily cost of 45.83 yuan, leading to a price difference of 117.51 times the minimum daily cost [2][3]. Group 3: Historical Context and Ongoing Issues - The problem of high TCM prices has been persistent, with a 2009 study indicating that out of 93 high-priced TCMs, only 6 had prices close to their theoretical retail prices [4]. - Factors contributing to high prices include an inadequate pricing mechanism, numerous distribution channels, and commercial bribery in the pharmaceutical sector [4]. Group 4: Regulatory Developments - The National Medical Insurance Administration has initiated ongoing price governance for TCMs, with 28 provinces improving their drug pricing rules [4][5]. - The governance focuses on "average daily treatment costs," with penalties for products exceeding set price thresholds [5]. Group 5: Market Adaptations and Future Strategies - TCM companies are adapting to regulatory changes by exploring new profit avenues outside traditional markets, such as health products and wellness items [8]. - Companies like Li Shizhen and Tong Ren Tang are launching health-oriented products, indicating a shift in focus towards future growth opportunities [8][9].

在创新药研发方面，2024年公司在原有的"四个三"科研平台的基础上，新获批陕西省中医药制剂及新药 研发中试基地、中药健康产品技术联合攻关研发转化与产业协同发展国际研究基地、陕西省创新药物研 究中心等5个科研平台；此外，全资子公司健康控股拟与博济医药全资子公司广济投资共同出资在广州 市黄埔区设立合资公司盘龙杏林（广东）新药研究有限公司，未来合资公司将充分发挥双方优势，专注 于一系列中药创新药的立项研发，聚焦公司核心大品种、发力慢病创新药，稳步建立现代中药创新梯 队。研发投入持续增加，2024年研发投入同比增长85.31%，重点研究项目顺利推进。 在医保改革和价格治理方面，目前公司主营产品盘龙七片为独家专利中成药、医保甲类产品，价格体系 稳定，盘龙七片入选七部国家级临床诊疗指南、三个专家共识、三本国家级重点教材和一本临床路径释 义，同时被推荐为临床用药。面对市场环境变化，公司将持续深化盘龙七片产品循证研究，提升产品自 身优势特性，调整终端市场竞争策略，积极开发县级空白市场，加快小儿咽扁颗粒、骨松宝片等未来过 亿元潜力产品的市场发展培育，实现多品增销和临床、零售双轮销售驱动新格局。此外，利用公司拥有 的全产业链的优 ...

Core Viewpoint - The company held its 2024 annual performance briefing, addressing investor concerns about its core product, Panlong Qipian, and its strategies to mitigate price reduction risks from centralized procurement [1][2] Group 1: Company Performance and Product Positioning - Panlong Qipian is an exclusive patented traditional Chinese medicine and a Class A product under medical insurance, recognized in multiple national clinical guidelines and textbooks [1] - In the first half of 2024, Panlong Qipian ranked first in market share within the traditional Chinese medicine sector for musculoskeletal and rheumatic diseases, holding an 8.05% market share [1] - The company has developed a strong portfolio of products for rheumatic bone diseases, including Panlong Qipian, Panlong Jiu, and others, enhancing its market presence and competitiveness [1] Group 2: Strategic Initiatives and Future Development - The company plans to deepen evidence-based research on Panlong Qipian, enhance its competitive strategies, and actively develop untapped markets, particularly in county-level areas [2] - Future potential products, such as Xiaer Yanbian Granules and Bone Health Tablets, are expected to exceed one billion in market development, aiming for a dual sales drive in clinical and retail sectors [2] - The company will leverage its full industry chain advantages to strengthen its drug source base and accelerate innovation in traditional Chinese medicine [2]