二、药品主要情况 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内容的真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 国家医保局、人力资源社会保障部于2025年12月7日发布了《关于印发〈国家基本医疗保险、生育保险 和工伤保险药品目录〉以及〈商业健康保险创新药品目录〉〉（以下简称"国家医保目录（2025版）"） 的通知》（医保发〔2025〕33号）。海思科医药集团股份有限公司（以下简称"公司"） 的环泊酚注射 液成功续约，安瑞克芬注射液被新增纳入《国家医保目录（2025版）》，现将主要相关情况公告如下： 一、药品本次医保情况 ■ 本次公司环泊酚注射液和安瑞克芬注射液被纳入《国家医保目录（2025版）》将有利于创新药产品的市 场推广及未来销售。《国家医保目录（2025版）》将于2026年1月1日起正式执行，暂不会对公司短期的 经营业绩构成重大影响。 敬请广大投资者谨慎决策，注意投资风险。 特此公告。 海思科医药集团股份有限公司董事会 2025年12月8日 环泊酚注射液是公司开发的全新具有自主知识产权的静脉麻醉药物，其活性成分环泊酚是(R)-构型异构 体小分子药物， ...

Core Insights - Haikang Pharmaceutical (002653) announced that its drugs, Ropivacaine Injection and Anrekevin Injection, have been included in the National Medical Insurance Directory (2025 version), which will be implemented on January 1, 2026 [1] Group 1: Product Developments - Ropivacaine Injection is gaining market share due to its excellent efficacy and is becoming a leader in the domestic anesthesia field, having previously been included in the National Medical Insurance Directory and successfully renewed its contract [1] - The product is also making steady progress in overseas clinical trials and is expected to be the first Chinese innovative anesthetic drug to enter the U.S. market [1] Group 2: Market Potential - Anrekevin Injection is the world's first opioid analgesic without the need for narcotic management, specifically for pain relief indications, indicating a broad market potential [1] - This product is anticipated to become a second growth driver for the company, contributing to performance growth [1]

Core Insights - The National Healthcare Security Administration and the Ministry of Human Resources and Social Security have released the new National Medical Insurance Directory and the first Commercial Health Insurance Innovative Drug Directory, set to be implemented nationwide from January 1, 2026 [1][2] Summary by Sections National Medical Insurance Directory - A total of 114 new drugs have been added to the National Medical Insurance Directory, with 111 of them being new products launched within the last five years, representing 97.3% of the new additions [2] - Among the new drugs, 50 are classified as Category 1 innovative drugs, with a success rate of 88%, an increase from 76% in 2024 [2] - The total number of drugs in the directory has increased to 3,253, including 1,857 Western medicines and 1,396 traditional Chinese medicines [2] Company Announcements - Several listed companies, including Heng Rui Medicine, Fosun Pharma, and Hai Si Ke, announced new drug inclusions or renewals in the updated National Medical Insurance Directory [3] - Heng Rui Medicine reported that 20 products/indications were included, with significant coverage across various diseases such as tumors and cardiovascular conditions [3][4] - Hai Si Ke's two Category 1 innovative drugs were included, with one being a new addition and the other a renewal [4] Commercial Health Insurance Innovative Drug Directory - The first Commercial Health Insurance Innovative Drug Directory includes 19 new drugs from 18 innovative pharmaceutical companies, with 9 being Category 1 innovative drugs [7] - Notably, five CAR-T products were included, representing over half of the CAR-T products available in China, which previously faced challenges in entering the insurance market due to high pricing [7][8] - The directory also includes treatments for rare diseases and high-profile conditions such as Alzheimer's disease, enhancing the complementarity with the basic medical insurance [7][10] Notable Drug Inclusions - The directory includes drugs for significant diseases such as triple-negative breast cancer and pancreatic cancer, as well as treatments for rare diseases like Gaucher disease [5][9] - In the diabetes sector, several domestic drugs were newly included, such as a long-acting GLP-1 receptor agonist [6] - Companies like Bei Hai Kang Cheng and Bai Ji Shen Zhou have also successfully included their innovative drugs in the Commercial Health Insurance Directory [9]

日前，国家医保局、人力资源社会保障部印发《国家基本医疗保险、生育保险和工伤保险药品目录》（下称"新版国家医保目录"）、首版《商业健康保险 创新药品目录》（下称"首版商保创新药目录"）。新版医保商保"双目录"将于2026年1月1日起在全国范围内正式实施。 12月7日至8日，恒瑞医药、复星医药、海思科、北海康成、君实生物等多家上市公司公告药品新进、续约或新增适应症纳入新版国家医保目录、首版商保 创新药目录。 新版国家医保目录新纳入114种药品 弥补基本医保保障空白 值得注意的是，今年是医保目录调整首次实施"双轨制"，即基本医保目录聚焦基础保障，商保创新药目录则针对符合"独家新药"或"罕见病用药"条件的药 品提供补充保障通道。 新版国家医保目录方面，在此次新纳入的114种药品中，111个为5年内新上市品种，占比97.3%。有50种为1类创新药，总体成功率88%，较2024年的76% 再度提高。调整后，目录内药品总数增至3253种，其中西药1857种、中成药1396种。 12月7日至8日，多家上市公司公告药品新进、续约或新增适应症纳入新版国家医保目录的"喜讯"。 恒瑞医药此次收获颇丰，共有20款产品/适应症通过新版国 ...

Core Viewpoint - The announcement by the National Healthcare Security Administration and the Ministry of Human Resources and Social Security regarding the "National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug Catalog" and the "Commercial Health Insurance Innovative Drug Catalog" includes the successful renewal of the company's环泊酚注射液 and the addition of安瑞克芬注射液 to the 2025 version of the National Medical Insurance Catalog [1] Group 1 - The company has successfully renewed the listing of环泊酚注射液 in the National Medical Insurance Catalog [1] - The安瑞克芬注射液 has been newly included in the National Medical Insurance Catalog (2025 version) [1] - The安瑞克芬注射液 is a self-developed high-selectivity peripheral kappa opioid receptor agonist and is the first non-narcotic prescription opioid analgesic to obtain analgesic indications without being classified as a controlled substance [1] Group 2 - The company currently has four category 1 innovative drugs included in the National Medical Insurance Catalog (2025 version), which are环泊酚注射液, 安瑞克芬注射液, 苯磺酸克利加巴林胶囊, and 考格列汀片 [1]

Core Viewpoint - The announcement by the National Healthcare Security Administration and the Ministry of Human Resources and Social Security regarding the new National Medical Insurance Catalog (2025 version) includes the successful renewal of the company's环泊酚注射液 and the addition of安瑞克芬注射液, which is a significant development for the company and its product portfolio [1] Group 1 - The National Medical Insurance Catalog (2025 version) was officially released on December 7, 2025 [1] - The company has successfully renewed the listing of环泊酚注射液 and has added安瑞克芬注射液 to the new catalog [1] - 安瑞克芬注射液 is a self-developed high-selectivity peripheral kappa opioid receptor agonist and is the first non-narcotic prescription opioid analgesic approved for pain relief without being classified as a controlled substance [1] Group 2 - The company now has four class 1 innovative drugs included in the National Medical Insurance Catalog (2025 version), which are环泊酚注射液, 安瑞克芬注射液, 苯磺酸克利加巴林胶囊, and 考格列汀片 [1]

Core Insights - The announcement from the National Healthcare Security Administration and the Ministry of Human Resources and Social Security includes the updated National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug Catalog, as well as the Commercial Health Insurance Innovative Drug Catalog [1] Company Summary - Haisco Pharmaceutical Group Co., Ltd. successfully renewed the contract for its injection of Ropivacaine and has added Anrekefen injection to the National Medical Insurance Catalog (2025 version) [1] - Ropivacaine injection is indicated for sedation and anesthesia during non-tracheal intubation surgeries/procedures, induction and maintenance of general anesthesia, and sedation during mechanical ventilation in intensive care [1] - Anrekefen injection is indicated for mild to moderate pain following abdominal surgery [1]

Core Viewpoint - The company, Haikang (002653.SZ), announced an adjustment to its plan for issuing A-shares to specific investors for the year 2025, reducing the total fundraising cap from 1.365 billion yuan to 1.245 billion yuan to comply with regulatory requirements [1] Group 1: Fundraising Adjustment - The total amount of funds to be raised has been adjusted to not exceed 1.245 billion yuan, down from the previous cap of 1.365 billion yuan [1] - The adjustment is made to meet the regulatory requirement that the proportion of funds for supplementing working capital and repaying debts cannot exceed 30% of the total fundraising amount [1] - The funds will primarily be used for new drug research and development, with 965.26 million yuan allocated for R&D projects and 280 million yuan for working capital [1] Group 2: Financial Performance - The company's revenue for the reporting period (2022 to June 2025) was 3.015 billion yuan, 3.355 billion yuan, 3.721 billion yuan, and 2.001 billion yuan respectively [1] - Net profit figures for the same period were 392 million yuan, 296 million yuan, 466 million yuan, and 129 million yuan, indicating overall profitability [1] - As of June 2025, the R&D team has grown to over 920 members, with approximately 44% holding master's degrees or higher [1] Group 3: Drug Development Pipeline - The company has received approval for four Class 1 new drugs: Ropivacaine Injection, Clonidine Hydrochloride Capsules, Alogliptin Tablets, and Anifrolumab Injection [1] - Additionally, there are 13 Class 1 new drugs currently in clinical stages of development [1]

Group 1 - The core announcement is about the approval of the drug Remimazolam injection for use in children, expanding its application in anesthesia [1][2] - The drug, developed by the company, is a new class of intravenous anesthetic that was approved for domestic use in December 2020 and has shown significant clinical value, especially in pediatric patients [2][3] - The drug has demonstrated good tolerance and lower pain response at the injection site, making it a safer and more comfortable option for patients requiring anesthesia [2] Group 2 - The company has submitted a New Drug Application (NDA) to the FDA for the product, which was accepted for review in July 2025 [3] - The drug has already received registration certificates for multiple indications, including sedation and anesthesia during non-intubation surgeries and in intensive care settings [2] - The company emphasizes the cardiovascular safety of the drug, supported by comprehensive clinical trials [2]

Group 1 - The company announced that a significant shareholder, Ms. Fan Xiulian, has pledged part of her shares, with no major asset restructuring or performance compensation obligations involved [1] - As of the announcement date, the total pledged shares by the shareholder and their concerted parties were detailed, although specific figures were not disclosed [1] Group 2 - The company received approval from the National Medical Products Administration for its drug, Remifentanil Injection, to expand its use to pediatric populations for anesthesia induction and maintenance [3][4] - Remifentanil Injection is a novel intravenous anesthetic developed by the company, which was approved for domestic use in December 2020 and has shown significant clinical value, particularly in reducing pain response at injection sites and demonstrating good tolerance in pediatric patients [5] - The company submitted a New Drug Application (NDA) to the FDA for this product in July 2025, which is currently under review [6]