截至2025年12月8日收盘，兴齐眼药（300573）报收于73.09元，较前一交易日上涨0.16%，最新总市值 为180.12亿元。该股当日开盘73.19元，最高74.18元，最低72.97元，成交额达4.49亿元，换手率为 3.23%。 最新公告列表 《关于公司产品继续纳入医保目录的公告》 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。 近日，国家医保局等部门发布《国家基本医疗保险、生育保险和工伤保险药品目录》（2025年），沈阳 兴齐眼药股份有限公司共有39个产品继续纳入国家医保药品目录，其中甲类8个，乙类31个，无产品退 出。环孢素滴眼液(Ⅱ)、复方电解质眼内冲洗液、玻璃酸钠滴眼液等继续纳入。加替沙星眼用凝胶取 消'限二线用药'限制。新版目录自2026年1月1日起执行。该事项长期对公司经营业绩有积极影响，短期 无重大影响。 ...

本次公司共有39个产品继续纳入国家医保药品目录，其中甲类8个，乙类31个。环孢素滴眼液(Ⅱ)、复 方电解质眼内冲洗液、玻璃酸钠滴眼液等多种产品继续纳入《国家医保目录》，本次公司没有产品退出 《国家医保目录》。 格隆汇12月7日丨兴齐眼药(300573.SZ)公告，2025年12月7日，国家医保局、人力资源社会保障部发布 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> (2025年)的通知》(医保发〔2025〕33号)，沈阳兴齐眼药股份有限公司(以下简称"公司")产品纳入 《国家医保药品目录》的有关情况如下： ...

人民财讯12月7日电，兴齐眼药（300573）12月7日公告，公司共有39个产品继续纳入2025年《国家医保 目录》，其中甲类8个，乙类31个。环孢素滴眼液(Ⅱ)、复方电解质眼内冲洗液、玻璃酸钠滴眼液等多 种产品继续纳入《国家医保目录》，本次公司没有产品退出《国家医保目录》。本次《医保目录》备注 中删除了加替沙星眼用凝胶"限二线用药"的表述，除上述调整外，公司其他产品纳入《国家医保目录 (2025年)》的情况与《国家医保目录(2024年)》保持不变。 ...

每经AI快讯，12月7日，兴齐眼药（300573）(300573.SZ)公告称，公司共有39个产品继续纳入国家医保 药品目录，包括甲类8个，乙类31个。环孢素滴眼液(Ⅱ)、复方电解质眼内冲洗液、玻璃酸钠滴眼液等 产品继续纳入《国家医保目录》，没有产品退出。新版《国家医保药品目录》将于2026年1月1日起正式 执行，但短期内不会对公司本报告期的经营业绩构成重大影响。药品未来销售情况受医药行业政策变 动、市场环境变化等影响，具有不确定性。 ...

国内干眼药物治疗领域正在加速变革。 干眼新机制药物初露头角 长期以来，传统干眼药物多聚焦于缓解症状，以玻璃酸钠滴眼液为代表的人工泪液是主流产品。在医药电商平台的干眼用药销售排行榜上，前十位产品绝 大多数为玻璃酸钠滴眼液。 在国内眼科市场，一批已上市干眼新药开始崭露头角，填补传统治疗的空白。 这些新机制药物凭借从源头解决干眼问题的临床价值，已初步获得市场认可，一组销售数据可以佐证。 2025年，恒瑞医药用于干眼的"恒沁"全氟己基辛烷滴眼液上市，电商平台零售价468元/盒，在京东大药房上线3个多月（1盒装）销量达到5000+，并跻 身"眼干涩"用药排行榜第8。2024年底，远大医药引进的酒石酸伐尼克兰鼻喷雾剂在国内获批上市，零售价599元/支，2025年上半年成为远大医药五官科 收入增长的动力之一。 与传统干眼药物相比，这些基于新机制的干眼药物价格高出几倍甚至十倍，仍实现了上市即热销。这是否意味着，干眼药物市场的竞争逻辑与发展格局或 将发生变革？ 睑板腺功能障碍（MGD）是睑板腺的慢性、非特异性炎症，以睑板腺导管的阻塞或睑板腺分泌物异常为特征，是蒸发过强型干眼的主要原因。有临床研 究显示，69%—86%的干眼人群 ...

Investment Rating - The report indicates a positive investment outlook for the dry eye disease treatment drug industry, with a projected compound annual growth rate (CAGR) of 10% from 2025 to 2030, and the market size expected to exceed 9.6 billion yuan by 2030 [4][31]. Core Insights - The dry eye disease treatment market in China is characterized by a dual-track competition between foreign and domestic companies, with local firms like Xingqi Eye Medicine and Hengrui Medicine gradually breaking the monopoly of foreign enterprises through independent research and development and collaborative efforts [4][10]. - The number of dry eye disease patients in China has surpassed 360 million, with an annual growth rate of 10%, indicating a continuous expansion of diagnosis and treatment demand [4][11]. - The market is shifting from reliance on traditional treatments like artificial tears to innovative therapies, including immunosuppressants and new drug delivery systems, marking a transition to a more precise and individualized treatment approach [4][17][34]. Summary by Sections Industry Definition - Dry eye disease (DED) is caused by insufficient tear production or instability of the tear film, leading to various ocular discomforts. Treatment is individualized and can include drug therapy, physical therapy, and surgical options [5]. Drug Classification - Dry eye treatment drugs can be categorized based on their mechanisms of action, including lubricating and repairing agents, anti-inflammatory drugs, and antibacterial agents [6][7][8]. Industry Characteristics - The increase in screen time among residents has led to a rise in dry eye disease cases, creating significant market potential. The market is currently dominated by artificial tears and cyclosporine eye drops [10][12]. Market Size and Growth - The market size for dry eye treatment drugs is projected to grow from 12.755 billion yuan in 2025 to 19.306 billion yuan by 2030, with a CAGR of 8.64% [31][34]. Competitive Landscape - The high-end market for dry eye treatment drugs is primarily dominated by foreign brands, but domestic companies are making significant strides through innovation and competitive pricing [41][42][43]. Policy Analysis - Recent policies aim to enhance eye health services and promote awareness of dry eye disease, which is expected to further stimulate market growth [39][40]. Industry Chain Analysis - The industry chain includes upstream raw material suppliers, midstream drug manufacturers, and downstream sales channels, with a focus on innovation and quality improvement to enhance competitiveness [18][19][20].

Core Insights - The National Medical Products Administration has approved the sodium hyaluronate eye drops submitted by Yangzhou Zhongbao Pharmaceutical Co., Ltd, enhancing the company's product pipeline in the ophthalmology sector [1][2] - Sodium hyaluronate is a natural polysaccharide known for its excellent moisture retention and lubrication properties, addressing the increasing prevalence of dry eye symptoms due to heightened screen time and electronic device usage [1] - The approval of this product not only provides a reliable solution for the domestic eye medication market but also offers consumers a convenient and safe option for self-medication [1] Company Overview - Yangzhou Zhongbao Pharmaceutical is a comprehensive pharmaceutical enterprise engaged in research and development, production, and marketing, with a product range covering cardiovascular, respiratory, ophthalmology, and health sectors [1] - The company has established a diversified R&D system, including innovative drug development, inhalation formulation technology platforms, and ophthalmic drug research platforms, showcasing its continuous innovation capabilities [1] - The company has received over 20 invention patent authorizations and has more than 30 ongoing projects, reflecting its robust innovation vitality [1] Recent Developments - In the past two years, Yangzhou Zhongbao Pharmaceutical has entered a concentrated harvest period for R&D achievements, with multiple new products successfully launched or passing the consistency evaluation for generic drugs [2] - The sodium hyaluronate eye drops are not the only product approved this year; the company has also received approvals for six other products, including inhalation solutions and injection liquids, demonstrating strong product pipeline development and continuous innovation [2] - Looking ahead, the company plans to leverage this product approval to increase R&D investment, optimize product structure, and develop more high-quality drugs that meet clinical and market needs, contributing to the "Healthy China" initiative [2]

Core Viewpoint - The launch of the OC-01 nasal spray by Yuan Da Pharmaceutical marks a significant advancement in the treatment of dry eye syndrome, transitioning from passive hydration to active tear production, which is expected to disrupt the current market dominated by eye drops [1][2][5]. Group 1: Product Overview - The OC-01 nasal spray is the only approved product in China designed to increase tear secretion for dry eye patients, utilizing a method that activates the trigeminal nerve pathway to stimulate the lacrimal glands [2][3]. - This product aims to promote the production of natural tears, which contain various nutrients and protective factors, rather than merely replacing moisture [2][5]. Group 2: Market Potential - The dry eye syndrome market in China is projected to reach 18 billion yuan by 2030, driven by the increasing prevalence of the condition due to the widespread use of electronic devices [1][4]. - The overall ophthalmic drug market in China is expected to grow to 44 billion yuan by 2025 and reach 108.4 billion yuan by 2030, with the dry eye drug segment anticipated to grow at a compound annual growth rate (CAGR) of 16.17% from 2020 to 2024 [4]. Group 3: Competitive Landscape - Other companies, including Xingqi Eye Medicine and Heng Rui Pharmaceutical, are also entering the dry eye market, with various products in development, particularly in the cyclosporine eye drop segment [6][7]. - The competition is intensifying with the approval of several new products, including sodium hyaluronate eye drops by Kanghong Pharmaceutical and Huaxi Biological, indicating a rapidly evolving market [7].

Core Viewpoint - The company has announced significant updates regarding its financial performance, corporate governance, and product approvals, which may impact its market position and investor interest. Financial Performance - The third-quarter financial report for 2025 has been prepared but is not audited [3] - The report includes key financial data and indicators, although specific figures are not disclosed in the provided documents [3][4] Corporate Governance - The company plans to repurchase and cancel 1,798,500 restricted shares due to certain employees leaving and performance not meeting targets, reducing total shares from 375,925,005 to 374,126,505 [7][8] - A board meeting was held on October 30, 2025, where several resolutions were passed, including the approval of the third-quarter report and the election of board members [34][36][41] Shareholder Meeting - The second extraordinary general meeting of shareholders is scheduled for November 19, 2025, with both on-site and online voting options available [10][12] - Shareholders must register to attend the meeting, with specific requirements outlined for both corporate and individual shareholders [20][25] Product Approval - The company received approval for a supplementary application for sodium hyaluronate eye drops, which will enhance its product line and market competitiveness [32][33] - The total R&D investment for this project is approximately 6.5889 million RMB [32]

Group 1 - Guangzhou Baiyunshan Pharmaceutical Group's subsidiary, Baiyunshan Hanfang Modern Pharmaceutical Co., received approval for the listing application of chemical raw material triglycerides from the National Medical Products Administration [1][2] - The approved chemical raw material, triglycerides, is a key ingredient for formulations such as structured fat emulsion injections and is used for parenteral nutrition in patients unable to take oral or enteral nutrition [2] - Baiyunshan Hanfang has invested approximately RMB 4.05 million in the research and development of triglyceride raw materials [2] Group 2 - Baiyunshan Tianxin Pharmaceutical Co., another subsidiary, received a revised drug production license from the Guangdong Provincial Drug Administration, allowing it to produce and modify small-volume injection production lines [5][6] - The production license includes the ability to produce various forms of medications, including tablets, capsules, and small-volume injections, with a validity period until August 4, 2030 [5][6] - The changes in the production license are expected to optimize Tianxin's production capacity and meet market demand [7]