截至2025年12月24日收盘，众生药业(002317)报收于19.46元，下跌0.05%，换手率7.28%，成交量55.41 万手，成交额10.8亿元。 广东众生药业股份有限公司近日收到国家药品监督管理局核准签发的盐酸氨溴索口服溶液《药品注册证 书》，批准规格为10ml∶30mg和100ml∶0.3g的盐酸氨溴索口服溶液上市。该产品属于化学药品4类，视同 通过仿制药一致性评价，适用于急、慢性支气管炎引起的痰液黏稠、咳痰困难，为医保乙类药物。2022 至2024年该药品在中国公立医院及城市实体药店销售总额分别为71,084万元、81,766万元、84,953万 元。此次获批丰富了公司呼吸系统领域产品线，与创新药昂拉地韦片、来瑞特韦片形成互补。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：12月24日主力资金净流出280.84万元，游资资金净流入2119.41万元。 来自公司公告汇总：众生药业获盐酸氨溴索口服溶液《药品注册证书》，视同通过仿制药一致性 评价。 当日关注点 交易信息汇总资金流向 12月24日主力资金 ...

Core Viewpoint - The company Guangdong Zhongsheng Pharmaceutical Co., Ltd. announced that its innovative drug, Angladiwei Tablets (brand name: Anruiwei), has been included in the National Medical Insurance Directory for 2025, which is expected to enhance market promotion and sales potential for the product [1][2]. Group 1: Product Information - Angladiwei Tablets are the world's first targeted drug for the PB2 subunit of the influenza A virus RNA polymerase, approved for treating adult patients with uncomplicated influenza [2]. - The drug is characterized by rapid action, strong efficacy, and low resistance, providing a cost-effective and accessible treatment option for patients [2]. Group 2: Market Impact - The inclusion of Angladiwei Tablets in the National Medical Insurance Directory is anticipated to positively impact the company's long-term operational development and market presence [2]. - Other core products of the company, including Lai Ru Te Wei Tablets and various other formulations, continue to be listed in the National Medical Insurance Directory, supporting the company's overall product portfolio [1].

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》。 ...

证券代码：002317 编号：2025-013 广东众生药业股份有限公司投资者关系活动记录表 | | √ □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活动 类别 | □新闻发布会 □路演活动 | | | □现场参观 □一对一沟通 | | | □其他（ ） 平安证券股份有限公司、长城证券股份有限公司、东莞证券股 | | | 份有限公司、易米基金管理有限公司、东莞市私募基金业协 会、秋水高通私募基金管理（上海）有限公司、深圳市麻王投 资集团有限公司、盛世恒瑞（广东）投资有限公司、深圳市明 | | | 华信德私募证券基金管理有限公司、南通熙宁投资管理有限 | | | 公司、国城资本有限公司、广州中科粤创孵化器投资管理有限 | | | 公司、深圳市梦工场投资管理有限公司、广州明玥私募证券投 | | 参与单位及人员 | 资基金管理有限公司、东莞市哥们私募证券投资基金管理有 | | | 限公司、广东众帮投资有限公司、东莞市鼎和私募证券投资管 | | | 理有限公司、广西世安医疗科技有限公司、衣食住行私募证券 | | | 投资管理（广东）有限公司、东莞市 ...

Group 1: Flu Season Overview - The flu season has entered an outbreak phase in both Japan and China, with Japan reporting over 57,000 cases in the week ending November 2, doubling from the previous week, marking 11 consecutive weeks of increase [1] - In China, respiratory infectious diseases are on the rise, with flu-like cases reported at 5.1% in northern provinces, higher than the previous week and the same period in the last three years [1] Group 2: Drug Development and Market Demand - The flu virus strain this year is primarily the H3N2 subtype, leading to lower immunity in the population compared to last year's H1N1 strain, creating a demand for effective new treatments [2] - "Anglavei" (brand name: Anruiwei®) from Zhongsheng Pharmaceutical is the first oral drug targeting RNA polymerase PB2 for type A influenza, approved in May 2023, showing rapid symptom relief and low resistance [2][3] - Anglavei has demonstrated significant efficacy against both H1 and H3 strains, with a median symptom relief time of 38.83 hours and a rapid reduction in viral load within 24 hours [3] Group 3: Company Performance and Strategic Outlook - Zhongsheng Pharmaceutical reported a revenue of 1.908 billion yuan and a net profit of 250 million yuan for the first three quarters of 2025, with a year-on-year increase of 68.4% [5] - The company is expanding the application of Anglavei to children, with promising results from phase II clinical trials, aiming to fill a gap in pediatric treatment [3][5] - The strategic focus on innovative drug development and a diversified pipeline positions Zhongsheng Pharmaceutical for long-term growth and market competitiveness [6]

Investment Rating - The report does not explicitly state an investment rating for the industry [2] Core Insights - The pharmaceutical and biotechnology sector experienced a decline of 2.2% from September 22 to September 26, underperforming compared to the Wind All A index (0.25%) and the CSI 300 index (1.07%) [3][8] - The flu season is becoming active, with monitoring data indicating a slow upward trend in respiratory infectious diseases, particularly in southern provinces [3][12] - The upcoming ESMO conference from October 17 to 21 in Berlin will feature significant research contributions from Chinese scholars, with 23 studies included in the Late-Breaking Abstracts [3][12] Market Weekly Review - The pharmaceutical and biotechnology sector declined by 2.2%, with only the other biological products sector showing a slight increase of 0.05%. The raw materials sector saw a significant drop of 8.22% [8][9] - Notable stock performances included Sunflower (57.9% increase), Aopumai (23.9% increase), and Xinlitai (15.8% increase), while Borui Pharmaceutical (-38.4%) and Zhongsheng Pharmaceutical (-14%) faced significant declines [11][12] Industry News and Key Company Announcements - The National Healthcare Security Administration launched a "100-day action" to address prominent issues in medical insurance fund management, effective until December 31, 2025 [12][13] - Pfizer announced its acquisition of Metsera for approximately $4.9 billion, focusing on developing next-generation obesity and cardiometabolic disease drugs [16][17] - The ESMO conference has highlighted 23 groundbreaking studies from Chinese researchers, marking a significant achievement for the industry [16][17]

Core Viewpoint - Guangdong Zhongsheng Pharmaceutical Co., Ltd. announced that its subsidiary, Guangdong Zhongsheng Ruichuang Biotechnology Co., Ltd., has received a patent certificate from the Japan Patent Office for a key compound related to its oral antiviral drug, Lairuitai Tablets, which is the first oral monotherapy for COVID-19 [1][2]. Group 1: Patent Details - The patent is for "ケトアミド誘導体およびその用途" (Ketamide derivatives and their applications) with patent number 7735531, applied on September 5, 2022, and valid for 20 years from the application date [1]. - The patent is considered a core patent for Lairuitai Tablets, which effectively reduces viral load, shortens the time to viral clearance, and alleviates clinical symptoms [1]. Group 2: Market Implications - The acquisition of this core patent enhances the company's intellectual property protection system and supports the promotion of Lairuitai Tablets in overseas target markets [2]. - The patent authorization is not expected to have a significant impact on the company's short-term financial status or operating performance [2].

Group 1 - The core viewpoint emphasizes the importance of technology transfer in driving high-quality development in the healthcare industry, highlighting the collaboration between research institutions and pharmaceutical companies as a key factor in medical innovation [1][2][3] - The "Hundred Enterprises and Hundred Hospitals Guangdong Medical Tour" event aims to facilitate the integration of medical and engineering sectors, ensuring precise alignment between clinical needs and research efforts, thereby accelerating the commercialization of scientific achievements [2][8] - The first batch of 133 biomedicine technology transfer achievements was released, showcasing the need for improved conversion rates in the biomedicine sector, which currently faces challenges such as insufficient innovation and immature supply chains [3][4] Group 2 - Guangdong province leads the nation in the number of pharmaceutical and medical device production enterprises, with a total of 8,983 companies and over 1.76 million registered products as of June 2023 [4] - The biomedicine industry in Dongguan has matured over the past decade, with over 500 biopharmaceutical companies established, including notable leaders in various sub-sectors [9][10] - Dongguan's "Songhu Pharmaceutical Port" is positioned as a central hub for biopharmaceutical innovation, aiming to create a comprehensive ecosystem for research, incubation, and industrialization [10][11]