今日焦点 海天味业：公司H股发行上市已获中国证监会备案 海天味业公告称，公司已收到中国证监会出具的《关于佛山市海天调味食品股份有限公司境外发行上市 备案通知书》，公司拟发行不超过7.1052亿股境外上市普通股并在香港联合交易所主板挂牌上市。但该 事项仍存在不确定性，公司将依法及时履行信息披露义务。 复旦张江：盐酸多柔比星脂质体注射液降价幅度不低于35% 复旦张江公告称，公司决定自2025年5月1日起调整盐酸多柔比星脂质体注射液市场零售价格，相比此前 中标价格降价幅度不低于35%。该药物2024年度销售收入约为人民币2.1亿元，占公司全年销售收入的 29%。预计价格调整将对公司2025年度及后续执行期间的销售收入产生不利影响，可能导致该药物2025 年度出现单产品亏损的风险。 新元科技：部分董事无法保证2024年年度报告等议案真实、准确、完整 新元科技公告称，董事张光华对公司2024年年度报告、2025年一季度报告、前期会计差错更正及追溯调 整、2024年度计提信用减值损失及资产减值损失的议案投反对票，无法保证相关财务数据的真实、准 确、完整。原因包括公司已收到证监会立案通知，且大华审计所对公司出具了无法表示意 ...

Core Viewpoint - Tianjin Pharmaceutical Industry is recognized as a leading domestic manufacturer of steroid hormone drugs and a global leader in amino acid raw materials, showcasing its advanced position and demonstration effect in the industry for the year 2024 [1] Product Matrix - The company has a diverse product matrix with over 70 types of raw materials, including dexamethasone series, prednisone series, methylprednisolone series, betamethasone series, and amino acids, as well as more than 10 dosage forms such as injections, ointments, and tablets, catering to various patient treatment needs [2] R&D Innovation - In recent years, the company has significantly enhanced its product R&D and scientific research system, focusing on steroid hormones and amino acids, and implementing a "raw materials + formulations" full industry chain layout, with R&D investment reaching 248 million yuan in 2024, accounting for 7.7% of revenue, reflecting its strong R&D capabilities [3] Dual-Track Strategy - The company employs a dual-track strategy of "innovation line" and "generic line" to accelerate the new drug approval process, with 11 specifications of 10 products recently receiving approval, including the first domestic approval for a specific injection by its subsidiary [4] Market Performance - Among its products, the injection of isopropyl methochloride has shown strong market performance, with sales increasing from 756 million yuan in 2022 to 821 million yuan in 2023, and is expected to expand further due to its inclusion in the national medical insurance [5] - The inhalation solution of acetylcysteine is also a national medical insurance drug, with significant market potential in treating respiratory diseases, indicating a stable growth outlook as the patient population expands [5] Future Outlook - The company plans to continue its commitment to innovation, increasing investment in technology R&D, and focusing on new product development and consistency evaluation to provide high-quality, efficient drugs for patients and deliver substantial value returns to shareholders [6]