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西藏药业启动股份回购,版图扩展释放长期发展信心
值得一提的是,公司创新转型步伐不止于此。今年3月,公司完成对晨泰医药3亿元投资,获得13.04% 的股权,同时成为"Zorifertinib"(佐利替尼)产品在中国内地区域的独家总代理商,负责产品在内地区 域的独家销售推广工作。佐利替尼是全球首个也是目前唯一获批用于肺癌脑转移的EGFR酪氨酸激酶抑 制剂,其100%穿透血脑屏障的优势,填补了脑转移治疗领域的空白,具备极高的临床与市场价值。 本次股份回购,是西藏药业管理层对战略规划稳健推进与远期增长预期的具象表现,更是公司优化资本 结构,完善公司治理的积极信号释放。在员工持股计划与股权激励机制的催化下,西藏药业核心团队利 益将与长远发展前景深度绑定,激发公司创新发展的内生动力,构建"核心业务稳健+创新业务突破"的 双轮驱动格局,为股东创造更高价值。 (文章来源:证券时报网) 12月18日,西藏药业(600211.SH)发布股份回购公告,公司计划以自有资金1.7亿—2亿元通过集中竞 价方式回购股份,回购价格不超过55元每股,回购股份拟用于员工持股计划与股权激励。此次回购基于 公司管理层对未来发展前景与长期价值的认可,是公司自2018年以来首次股份回购,展现出管理层 ...
西藏药业:新活素医保最终结果请关注医保局通知及公司后续公告
Zheng Quan Ri Bao· 2025-12-09 14:19
证券日报网12月9日讯西藏药业在11月1日至11月30日回答调研者提问时表示,新活素医保最终结果请关 注医保局通知及公司后续公告。 (文章来源:证券日报) ...
西藏药业:目前新活素已覆盖医疗机构近7000家
(编辑 王雪儿) 证券日报网12月9日讯 西藏药业在11月1日至11月30日回答调研者提问时表示,医药行业属于典型的政 策性驱动行业,且产品销售会受到宏观环境、行业政策、市场环境变化多种因素影响。目前新活素已覆 盖医疗机构近7000家,公司将进一步加强与商业公司合作,利用商业公司资源去开发新医院,扩大新活 素覆盖机构数,持续做好学术推广工作;此外,公司已启动新活素循证医学探索性研究,进一步拓展销 售。通过一系列措施保持新活素销量稳健。 ...
西藏药业(600211)披露公司产品新活素被继续纳入国家医保药品目录,12月08日股价上涨0.65%
Sou Hu Cai Jing· 2025-12-08 14:25
Core Viewpoint - Tibet Pharmaceutical (600211) has seen a positive market response following the announcement that its subsidiary's product, Xinhuasuan, has been included in the National Medical Insurance Drug List for 2025, which is expected to enhance future sales and operational development [1][2]. Group 1: Company Performance - As of December 8, 2025, Tibet Pharmaceutical's stock closed at 41.97 CNY, up 0.65% from the previous trading day, with a total market capitalization of 13.528 billion CNY [1]. - The stock opened at 41.78 CNY, reached a high of 42.19 CNY, and recorded a low of 41.78 CNY, with a trading volume of 96.8223 million CNY and a turnover rate of 0.71% [1]. Group 2: Product and Market Impact - The product Xinhuasuan, a recombinant human brain natriuretic peptide injection, is primarily used for the short-term treatment of acute decompensated heart failure and is limited to use in secondary and higher medical institutions [1]. - In 2024, Xinhuasuan is projected to generate sales revenue of 2.433 billion CNY, accounting for 86.89% of the company's main business revenue; in the first half of 2025, it is expected to generate 1.456 billion CNY, representing 88.36% of the revenue [1]. - The inclusion of Xinhuasuan in the regular drug list is anticipated to have a positive impact on the company's future sales and operational growth [1].
西藏药业:新活素纳入新版医保目录并“转常规”,惠及更多心衰患者
具体至产品本身,公告介绍,新活素是公司自主研发的国家生物制品一类新药,作为治疗急性心衰的基 因工程药物,能快速改善心衰患者的心衰症状和体征,提高患者的生存质量,并降低患者的心衰住院治 疗费用和缩短住院时间。同时,该药品技术指标国际领先,对公司在基因工程药物领域研发、生产具有 较强指导意义。 依托良好的临床价值,新活素不仅得到市场的广泛认可,也成为公司的业绩支柱。公告指出,该产品 2024年销售量达700.83万支,销售收入24.33亿元;2025年上半年销售量416.72万支,销售收入14.56亿 元。据悉,相较庞大的心衰市场,目前新活素渗透率并不高,后续仍有较大的增长空间。而转入常规目 录后,更稳定的价格,也将进一步强化公司长期业绩增长的预期。 12月8日,西藏药业(600211)(600211.SH)披露一则关于公司产品新活素被继续纳入国家医保药品目录 的公告。据12月7日国家医保局及人力资源和社会保障部发布的《国家基本医疗保险、生育保险和工伤 保险药品目录(2025年)》,公司全资子公司成都诺迪康生物制药有限公司生产的注射用重组人脑利钠肽 (商品名:新活素)持续被纳入医保目录,并由此前协议期内谈判药品部 ...
12月8日晚间重要公告一览
Xi Niu Cai Jing· 2025-12-08 10:32
Group 1 - Cambridge Technology plans to invest 400 million yuan to establish a fund focused on optical devices and chips, aiming to invest in early-stage and growth-stage companies in the hard technology sector [1] - Tunnel Corporation's consortium won a bid for a highway project in Henan with a total investment of 6.49 billion yuan, using a BOT model for a 33.25-year cooperation period [2] - Hongrun Construction won a bid for a project worth 230 million yuan, which represents 3.88% of the company's projected revenue for 2024 [3] Group 2 - Tongrentang's product, Canling Baizhu Powder, received product registration approval from Health Canada, aimed at treating symptoms related to spleen and stomach weakness [4] - Hunan Baiyin announced a scheduled annual maintenance from December 9, 2025, to January 5, 2026, for equipment and facilities [5] - Changchun Gaoxin's subsidiary had two drugs included in the national medical insurance catalog for 2025 [6] Group 3 - Dongfang Securities' chairman resigned due to work relocation [7] - Xuantai Pharmaceutical's product, Sitagliptin Metformin Sustained-Release Tablets, was renewed for inclusion in the national medical insurance catalog [8] - ST Weihai was pre-selected for a smart agriculture EPC project with a bid of 652 million yuan, accounting for 26.27% of the company's projected revenue for 2024 [9] Group 4 - Guoxin Technology successfully tested an anti-quantum password financial POS chip, supporting both traditional and quantum-resistant algorithms [10] - Huaren Health's subsidiary received acceptance for a drug registration application for Lactulose Oral Solution, a common laxative [11] - Ankai Bus reported a 57.71% year-on-year increase in sales for the first 11 months of the year [12] Group 5 - Zhongyan Dadi's subsidiary won a bid for a project worth 73.86 million yuan [13] - Zhejiang Rongtai plans to invest 77 million USD in a factory in Thailand, focusing on mica paper and robot components production [14] - Optoelectronics plans to use up to 450 million yuan of idle funds for cash management [15] Group 6 - Tianyu Biological reported a 45.15% year-on-year decline in sales revenue from pig sales in November [16] - Daqin Railway's cargo transport volume increased by 1.75% year-on-year in November [17] - Yabo Co. won a bid for a heavy truck charging station project worth 3.616 million yuan [18] Group 7 - Hongri Pharmaceutical's product continues to be included in the national medical insurance catalog [19] - Jinggong Steel Structure signed a contract for steel structure installation worth approximately 470 million yuan for an overseas project [20] - Xizang Pharmaceutical's product, Xinhuasuan, continues to be included in the national medical insurance catalog [21] Group 8 - Guangdong Electric Power A announced the successful commissioning of a 1000MW unit at the Maoming Boge Power Plant [22] - Fuan Pharmaceutical's product, Palivizumab Injection, was newly included in the national medical insurance catalog [23] - Lizhu Group reported that 194 products were included in the 2025 national medical insurance catalog [24] Group 9 - Haisan Pharmaceutical's injection of Lantanol was included in the national medical insurance catalog [25] - Zhongtong Bus reported a 39.53% year-on-year increase in sales volume in November [26] - Shaanxi Coal Industry reported a 6.03% year-on-year increase in coal production in November [27] Group 10 - Haooubo's subsidiary received a medical device registration certificate for an IgG4 testing kit [28] - Yaopi Glass plans to invest 690 million yuan in new automotive glass production lines [30] - Huadian International completed the issuance of 2 billion yuan in medium-term notes [31] Group 11 - Zhongzai Zihuan's subsidiary won a bid for a green recycling project worth 205 million yuan [32] - Dabeinong reported a 25.26% year-on-year decline in sales revenue from pig sales in November [33] - Xiangjia Co. reported a 3.77% year-on-year increase in live poultry sales revenue in November [34] Group 12 - Huanxu Electronics reported a consolidated revenue of 5.198 billion yuan in November, a decrease of 3.34% year-on-year [35] - Aonong Biological reported a 72.21% year-on-year increase in pig sales volume in November [36] - Samsung Medical's subsidiary was pre-selected for a procurement project worth approximately 108 million yuan [37]
西藏药业新活素继续纳入国家医保药品目录
Bei Jing Shang Bao· 2025-12-08 10:16
公告显示,新活素为国家生物制品一类新药,适用于患有休息或轻微活动时呼吸困难的急性失代偿心力 衰竭患者的静脉治疗。作为治疗急性心衰的基因工程药物,能快速改善心衰患者的心衰症状和体征,提 高患者的生存质量,并降低患者的心衰住院治疗费用和缩短住院时间。 北京商报讯(记者 王寅浩 宋雨盈)12月8日,西藏药业发布公告称,公司全资子公司成都诺迪康生物制 药有限公司生产的注射用重组人脑利钠肽(商品名:新活素)持续被纳入医保目录,并被调整至常规目 录。 ...
西藏药业(600211.SH):产品新活素被继续纳入国家医保药品目录
Ge Long Hui A P P· 2025-12-08 08:13
新活素系我公司自主研发的国家生物制品一类新药,作为治疗急性心衰的基因工程药物,能快速改善心 衰患者的心衰症状和体征,提高患者的生存质量,并降低患者的心衰住院治疗费用和缩短住院时间。同 时,该药品技术指标国际领先,对公司在基因工程药物领域研发、生产具有较强指导意义。 格隆汇12月8日丨西藏药业(600211.SH)公布,2025年12月7日,国家医保局、人力资源社会保障部发布 了《国家基本医疗保险、生育保险和工伤保险药品目录(2025年)》,我公司全资子公司成都诺迪康生 物制药有限公司生产的注射用重组人脑利钠肽(商品名:新活素)持续被纳入医保目录,并被调整至常 规目录。 ...
西藏诺迪康药业股份有限公司关于2025年第三季度业绩说明会召开情况的公告
本公司于2025年11月27日在《中国证券报》《上海证券报》《证券时报》及上海证券交易所网站 (www.sse.com.cn)披露了《关于召开2025年第三季度业绩说明会的公告》。2025年12月3日15:00一 16:00,公司董事长陈达彬先生、总经理郭远东先生、副总经理兼董秘刘岚女士、财务总监陈俊先生、 独立董事满加云先生出席了本次业绩说明会,并与投资者进行互动交流和沟通,就投资者关注的问题进 行了回复。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 本公司于2025年12月3日(星期三)15:00-16:00在上海证券交易所上证路演中心(网址: http://roadshow.sseinfo.com/),以网络文字互动方式召开了公司2025年第三季度业绩说明会,现将召开 情况公告如下: 一、业绩说明会召开情况 第三季度营收减少主要受销售波动影响。采取措施:第一,公司将在力争稳定新活素收入的同时,努力 提高诺、金、十、小等其他品种的销售,带来整体业绩的提升;第二,公司将继续加大研发投入与项目 引进力度,实现"内源性增长" ...
西藏药业(600211)2025年三季报业绩点评:主业夯实 创新药布局打开成长新空间
Xin Lang Cai Jing· 2025-11-27 00:22
积极布局创新药领域,打造第二成长曲线。公司在明确创新转型战略的基础上,通过研发投入、并购整 合丰富创新产品布局,2025 年8 月,公司公告,拟通过全资子公司对Accuredit Therapeutics Limited 进 行股权投资6000 万美元,持有其40.82%的股权。Accuredit TherapeuticsLimited 专注于开发基于LNP 和 其他非病毒载体的体内基因编辑技术和产品,核心资产和主要业务集中于其在国内通过 VIE 架构控制 的锐正基因(苏州),其主要在研产品为针对转甲状腺素蛋白淀粉样变性(ATTR)的产品 ART001, 于2024 年分别获批中国和美国 IND(新药临床研究审批),目前在中国正在开展 I/IIa 期临床试验。此 外,公司亦于2025 年 3 月,对晨泰医药进行股权投资,投资人民币 3 亿元,持有其 13.04%的股权,同 时获得其佐利替尼在中国大陆区域的独家总代理,有望助力实现公司高质量增长。 事件 公司发布2025 年三季报业绩,实现营收20.89 亿元(yoy-3.96%),实现归母净利润7.22 亿元(yoy- 8.85%),实现扣非归母净利润6.68 ...