Group 1: Product Matrix and Market Position - The company has established a clear and advantageous external product matrix, with significant exclusive and medical insurance advantages in key varieties. Approved products include: Loxoprofen Sodium Gel Patch, Ketoprofen Gel Patch, Anti-inflammatory Pain Relief Patch, Lidocaine Gel Patch, Strong Waist and Bone Strengthening Patch, and Daiwen Moxibustion Patch [2] - The Ketoprofen Gel Patch is a key exclusive product with significant market competitiveness, while the Daiwen Moxibustion Patch holds both traditional Chinese medicine exclusivity and medical insurance exclusivity, showcasing distinct advantages [2] Group 2: Brand Development Strategies - The company has implemented a series of systematic and innovative measures to enhance brand influence and market recognition, including expanding into retail pharmacies and online platforms [3] - A brand upgrade event was held on December 6, 2025, introducing the "JiuDian Pain Relief Expert" symbol and the slogan "Change to JiuDian for Pain Relief Patches," aimed at addressing consumer pain points and enhancing brand communication and market competitiveness [3] Group 3: Sales and Procurement Expectations - The 11th batch of national centralized procurement results will be executed nationwide starting February 2026, with procurement cycles lasting until December 31, 2028 [3] - The company is optimistic about the market prospects for the Ketoprofen Gel Patch, which was approved for listing in 2023 and successfully entered the national medical insurance directory [3] Group 4: Innovation in Drug Development - The company is undergoing a comprehensive transformation towards innovative drug research and development, utilizing a strategy of multiple R&D centers and various drug forms [4] - Two innovation drug R&D centers are being established in central and Yangtze River Delta regions, leveraging local clinical resources and cost advantages [4] - The company is focusing on various tumor and chronic disease indications, employing small molecule drugs, peptide drugs, PDC, and ADC formats [4] Group 5: New Drug Advantages - The newly introduced small molecule pain relief innovative drug YJ2301 is designed to overcome limitations of existing neurogenic pain medications, such as limited efficacy and significant side effects [4] - Clinical pre-research data for YJ2301 shows superior pain relief effects and the potential to address issues like drowsiness and tolerance, providing a new solution for neurogenic pain management [4]

12月12日，"膏药大王"九典制药（300705）发布公告，为丰富产品管线并推动创新药转型，公司将斥资 不超过4亿元引进在研镇痛新药技术。 公司于2025年12月11日召开董事会，决定与苏州缘聚医药科技有限公司签署关于小分子镇痛药物 YJ2301项目的《专利及技术转让协议》，引进相关专利及技术。此次交易的转让费用总金额不超过4亿 元，支付方式采用里程碑与销售提成的方式。 根据公告，里程碑费用不超过1100万元，由公司按项目进度向苏州缘聚支付。交易标的为苏州缘聚所拥 有的YJ2301项目的全球所有权及相关知识产权，项目已完成部分临床前研究并提交相关专利申请。 九典制药表示，此次引进旨在补充公司研发管线，增强创新研发能力与长期核心竞争力。该交易预计不 会对公司近期生产经营与财务状况产生重大影响。 然而，该领域的竞争正日趋激烈。米内网数据显示，目前已有40余家药企就洛索洛芬钠凝胶贴膏/贴剂 按新注册分类申报生产或临床，其中北京泰德制药、江苏万高药业、乐明药业、南京海纳医药、华润三 九等十余家企业的产品已获批生产并视同通过一致性评价。 竞品不断涌入，九典制药的销售压力明显加剧。财务数据显示，今年前三季度，公司期间费用 ...

证券日报网12月10日讯九典制药在回答调研者提问时表示，本次集中采购要求全国医疗机构优先使用中 选品种，并确保完成约定采购量。洛索洛芬钠凝胶贴膏属于公司成熟产品，在当前采购定价机制下，盈 利空间将面临阶段性调整，预计对公司短期营收规模及利润表现产生一定影响。 （文章来源：证券日报） ...

证券代码：300705 证券简称：九典制药 债券代码：123223 债券简称：九典转 02 湖南九典制药股份有限公司 投资者关系活动记录表 编号：2025-29 | | □分析师会议 特定对象调研 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 其他 | | 参与单位名称及 | 华鑫证券及个人投资者代表共 4 人 | | 人员姓名 | | | | 2025 年 12 月 10 日上午 9:30-11:00 | | 时间 | | | | 2025 年 12 月 10 日下午 2:00-3:30 | | 地点 | 公司会议室 | | 上市公司接待人 | | | 员姓名 | 副总经理兼董事会秘书：曾蕾 | | | 首先董事会秘书简要介绍了公司的基本情况，接下来主要采 | | | 用解答投资者提问的方式进行，主要问题回复如下： | | | 1、公司四季度经营情况如何？ | | | 回复：公司四季度整体经营状况保持正常运转，市场需 | | | 求相对稳定，销售工作按计划有序进行。 | | 投资者关系活动 | | | ...

证券日报网12月8日讯九典制药在12月8日回答调研者提问时表示，公司通过控股子公司诺纳医药收购了 67个药品批文，其中包含代温灸膏等8个独家品种，多个品种具备稳定销售基础，可依托公司现有销售 渠道实现快速放量。此次并购不仅能借助代温灸膏等重点品种的独家医保优势，有效填补公司洛索洛芬 钠凝胶贴膏参与集采可能带来的销售缺口，保障业绩稳定；同时通过引入中药外用制剂等差异化品类， 进一步完善治疗领域布局。 （文章来源：证券日报） ...

证券代码：300705 证券简称：九典制药 债券代码：123223 债券简称：九典转 02 湖南九典制药股份有限公司 投资者关系活动记录表 编号：2025-28 | | □分析师会议 特定对象调研 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 其他 | | 参与单位名称及 | 深圳晋合投资、汇智融达基金、湖南三十九铺投资者代表共 3 | | 人员姓名 人 | | | 时间 2025 | 年 12 月 8 日上午 10:00-11:30 | | 地点 | 公司会议室 | | 上市公司接待人 | 副总经理兼董事会秘书：曾蕾 | | 员姓名 | | | | 首先董事会秘书简要介绍了公司的基本情况，接下来主要采 | | | 用解答投资者提问的方式进行，主要问题回复如下： | | | 1、洛索洛芬钠凝胶贴膏集采落地后，公司有哪些具体应对措 | | 施？ | | | | 回复：洛索洛芬钠凝胶贴膏作为公司重点产品，其集采 | | | 落地后，公司将通过多维举措积极应对：在销售端，我们将 | | 投资者关系活动 | 依 ...

Core Viewpoint - The announcement highlights that Tianjin Yao Daren Tang Group Co., Ltd. has received a drug registration certificate for Loxoprofen Sodium Gel Patch, marking a significant milestone in the company's strategic layout in the transdermal drug delivery field [1][2]. Drug Registration Details - Drug Name: Loxoprofen Sodium Gel Patch - Dosage Form: Patch - Specification: Each patch (14cm×10cm) contains 10g of gel, with 100mg of Loxoprofen Sodium - Registration Category: Class 4 Chemical Drug - Approval Number: National Drug Approval H20255958 - The product is approved for domestic production and meets the relevant drug registration requirements [1][2]. Market Performance and Potential - Loxoprofen Sodium Gel Patch is used for inflammation and pain relief in conditions such as osteoarthritis and muscle pain, and it has been a leading analgesic in the Chinese market [2]. - According to data from the Minai database, the product has maintained a growth rate exceeding double digits in recent years, with projected national sales exceeding 1.7 billion yuan in 2024 and over 980 million yuan in the first half of 2025 [2]. Strategic Development - The company aims to establish a modern traditional Chinese medicine patch technology platform, integrating advanced technology with traditional medicine, and plans to build a product matrix covering chemical drugs, traditional Chinese medicine, and health patches [4]. - The approval of Loxoprofen Sodium Gel Patch signifies that the product has passed the consistency evaluation for generic drugs, although it is not expected to have a significant impact on the company's recent performance [4].

（文章来源：证券日报） 证券日报网讯 11月25日晚间，达仁堂发布公告称，公司所属分公司津药达仁堂集团股份有限公司新新 制药厂于近日收到国家药品监督管理局核准签发的洛索洛芬钠凝胶贴膏《药品注册证书》。 ...

分组1 - Weili Medical plans to distribute a cash dividend of 2 yuan per 10 shares to all shareholders, based on an undistributed profit of 704 million yuan as of September 30, 2025 [1] - Tongding Interconnect's shareholder plans to reduce their stake by up to 0.49%, equating to a maximum of 605,800 shares [1] - Caitong Securities has received approval from the China Securities Regulatory Commission to issue short-term corporate bonds with a total face value of up to 5 billion yuan [1] 分组2 - Youfu Food intends to use 70 million yuan of its own funds to invest in wealth management products with expected annual returns of up to 4.2% [3] - Keres received an administrative regulatory decision from the Guangdong Securities Regulatory Bureau for violations related to accounts receivable aging calculations and related party transactions [5] - Ouma Software's controlling shareholder has completed the transfer of state-owned equity, changing the controlling shareholder to Shandong Guotou [7] 分组3 - ST Huapeng's wholly-owned subsidiary has completed a major overhaul project and is now in production [8] - Beiqi Blue Valley has received approval from the China Securities Regulatory Commission for a stock issuance to specific investors [8] - Weijie Chuangxin received a government subsidy of 5 million yuan, accounting for 21.07% of its projected net profit for 2024 [9] 分组4 - China Resources Double Crane's subsidiary has received a drug registration certificate for a hypertension treatment drug [11] - Huafeng shares are continuing to suspend trading due to a planned change in control [13] - Kaifa Electric's shareholder plans to transfer 36.6869 million shares, representing 11.63% of the total share capital [14] 分组5 - Heng Rui Medicine has received approval for two clinical trials for innovative anti-tumor drugs [15] - Kosen Technology plans to invest 30 million USD to establish a new production base in Malaysia [17] - Sanxing Medical's subsidiary is expected to win a procurement project from the State Grid worth approximately 107 million yuan [18] 分组6 - Sitai Li's subsidiary has received a drug registration certificate for a contrast agent used in MRI [21] - Daren Tang's subsidiary has received a drug registration certificate for a pain relief gel [22] - Saike Xide has received approval for three medical device products, expanding its product range in the in vitro diagnostic field [23] 分组7 - Hasa Lian has elected a new chairman and vice chairman for its board of directors [24] - Two-sided Needle's subsidiary plans to invest 68.8522 million yuan in a production base expansion project [25] - Sunshine Nuohe plans to transfer 70% of its controlling subsidiary's equity for 2 million yuan [26] 分组8 - Hengbang shares received an administrative regulatory decision from the Shandong Securities Regulatory Bureau for failing to complete the election of independent directors [27] - Huali shares plan to sign a related transaction contract worth approximately 59.2847 million yuan [28] - Shangwei shares plan to invest 520.4 million yuan to gain a controlling stake in Sichuan Zhongfu Taihua [30] 分组9 - Zejing Pharmaceutical's ZG006 has been included in the list of breakthrough therapeutic varieties for treating advanced neuroendocrine cancer [32] - Yaopi Glass's shareholder plans to reduce their stake by up to 2.26%, equating to a maximum of 21.1469 million shares [34] - Huate Gas has initiated a major lawsuit involving a claim of 180 million yuan [36] 分组10 - Zhongchumei's controlling shareholder plans to increase their stake by between 42 million and 80 million yuan [37] - Huitong shares' shareholder plans to reduce their stake by up to 1% [38] - Miaowei Exhibition plans to apply for an initial public offering of H shares on the Hong Kong Stock Exchange [40] 分组11 - Tianqi Lithium's subsidiary has appealed to the Chilean Supreme Court regarding a partnership agreement with SQM and Codelco [42] - Naxin Micro plans to repurchase shares worth between 200 million and 400 million yuan [44] - Pingao shares have reported significant uncertainty regarding future business development and profitability [46] 分组12 - Shunyu shares have been pre-selected for a project worth 1.023 billion yuan [48] - Zhongyuan Neipei plans to acquire a 2.5% share in an aerospace industry fund for 50 million yuan [50] - Huifa Food's shareholder plans to reduce their stake by up to 3%, equating to a maximum of 727.14 million shares [53] 分组13 - Junshi Biosciences' subcutaneous PD-1 new formulation has reached its primary endpoint in a Phase III clinical trial [54] - Industrial Fulian clarified that it has not lowered its fourth-quarter profit target amid market rumors [55] - Longpan Technology's subsidiary has signed a major supply agreement for lithium iron phosphate materials, significantly increasing the supply volume [56]

Core Viewpoint - The company has received approval from the National Medical Products Administration for the registration of Loxoprofen Sodium Gel Patch, which is intended for the treatment of inflammation and pain associated with osteoarthritis, muscle pain, and post-injury swelling and pain [1] Group 1: Product Development - The approved product will serve as a starting point for the company to establish a modern traditional Chinese medicine patch technology platform that integrates research, production, and quality control [1] - The company aims to create a product matrix that covers chemical drugs, traditional Chinese medicine, and health patches, providing more medication options and improving patient experience [1] Group 2: Regulatory Approval - The Loxoprofen Sodium Gel Patch has been registered as a Class 4 chemical drug, and its approval is considered equivalent to passing the consistency evaluation [1] - The approval indicates that the product meets the relevant requirements for drug registration and is not expected to have a significant impact on the company's recent performance [1]