10月10日晚，通化东宝药业股份有限公司(600867.SH)宣布其核心产品甘精胰岛素注射液获缅甸国家药 品监管机构批准上市。这一突破不仅标志着该公司在东南亚医药市场实现关键准入，更成为其 2025 年 国际化战略提速的又一重要注脚，彰显出这家胰岛素龙头企业在全球糖尿病治疗领域的竞争力提升。 随着多款胰岛素产品在海外市场持续落地，通化东宝正加速迈向"海内外双轮驱动"的发展新阶段。在国 内集采推动胰岛素类似物快速放量、海外新兴市场持续突破的双重利好下，这家老牌药企今年上半年业 绩已显著改善，营收同比增长85.60%。未来，随着 GLP-1 等创新管线的海外拓展，通化东宝有望实现 收入来源的多元化，继而在全球内分泌治疗市场占据更重要的位置。 作为长效人胰岛素类似物的代表性产品，甘精胰岛素因长效平稳控糖、降低低血糖风险的临床优势，成 为全球糖尿病治疗的核心用药之一。此次登陆缅甸市场，精准契合了当地医疗需求 —— 随着东南亚人 口老龄化加剧，糖尿病患病率持续攀升，而缅甸等新兴市场的胰岛素可及性仍有待提升，为具备市场竞 争力的中国药企创造了机遇。 对于通化东宝而言，缅甸市场的打开具有多重战略价值：短期可借助当地医疗需求 ...

据通化东宝10月10日晚最新公告，甘精胰岛素是长效胰岛素类似物产品，每天注射一次，注射起效后作 用时间可持续24小时，具有血药浓度无峰值、平稳地降低患者血糖的作用。截至2025年8月，缅甸总人 口约5130万人。近年来，人口老龄化、城市化、生活方式改变等趋势和慢性病患者数量的增加推动缅甸 医疗需求持续提升。国际糖尿病联盟（IDF）发布的全球糖尿病概览第11版（2024）数据显示，2024年 缅甸20—79岁的糖尿病患者规模上升至236.58万人，20—79岁的成年人糖尿病患病率为6.4%，未被确诊 的糖尿病患者人数占糖尿病总患病人数的比例达49.7%，患者人均糖尿病相关年度支出金额为164.1美 元。 通化东宝表示，公司以药品上市许可持有人身份获得缅甸联邦共和国政府卫生部下发的甘精胰岛素注射 液的上市许可，有利于丰富公司国际市场产品线，提升品牌形象，拓展国际业务，并为后续海外市场准 入申报提供可复制的经验路径，助力加速新兴市场布局，提高公司国际市场竞争力。公司已开展产品上 市销售的前期准备工作，但产品的具体销售情况可能受到市场需求变化、政策环境变化、市场竞争等因 素影响，具有不确定性。 （文章来源：证券时报） ...

通化东宝（600867）10月10日晚公告，公司于近日收到缅甸联邦共和国政府卫生部核准并签发的公司产 品甘精胰岛素注射液的上市许可。 据通化东宝10月10日晚最新公告，甘精胰岛素是长效胰岛素类似物产品，每天注射一次，注射起效后作 用时间可持续24小时，具有血药浓度无峰值、平稳地降低患者血糖的作用。截至2025年8月，缅甸总人 口约5130万人。近年来，人口老龄化、城市化、生活方式改变等趋势和慢性病患者数量的增加推动缅甸 医疗需求持续提升。国际糖尿病联盟(IDF)发布的全球糖尿病概览第11版(2024)数据显示，2024年缅甸20 —79岁的糖尿病患者规模上升至236.58万人，20—79岁的成年人糖尿病患病率为6.4%，未被确诊的糖尿 病患者人数占糖尿病总患病人数的比例达49.7%，患者人均糖尿病相关年度支出金额为164.1美元。 通化东宝表示，公司以药品上市许可持有人身份获得缅甸联邦共和国政府卫生部下发的甘精胰岛素注射 液的上市许可，有利于丰富公司国际市场产品线，提升品牌形象，拓展国际业务，并为后续海外市场准 入申报提供可复制的经验路径，助力加速新兴市场布局，提高公司国际市场竞争力。公司已开展产品上 市销售 ...

捷强装备：收购山东碳寻51%股权事项已完成交割 10月10日晚，捷强装备（300875）发布公告称，公司收购山东碳寻新材料有限公司（简称"山东碳寻"） 51%股权事项已完成交割，山东碳寻已完成上述股权交割事项的工商变更登记手续并取得肥城市市场监 督管理局核发的新版《营业执照》，公司已完成收购山东碳寻51%股权全部转让价款的支付。本次交易 完成后，公司持有山东碳寻51%股权，山东碳寻将纳入公司合并报表范围。 资料显示，捷强装备成立于2005年11月，主营业务是核生化安全装备的研制、生产、销售和服务。 所属行业：国防军工–地面兵装Ⅱ–地面兵装Ⅲ 通化东宝：甘精胰岛素注射液获缅甸上市许可 10月10日晚，通化东宝（600867）发布公告称，公司产品甘精胰岛素注射液（商品名：平舒霖）近日获 得缅甸联邦共和国政府卫生部核准签发的上市许可，适应症为糖尿病。 资料显示，通化东宝成立于1992年12月，主营业务是糖尿病及内分泌治疗领域生物制品、中成药、化学 药等药品的研发、生产和销售。 所属行业：医药生物–生物制品–其他生物制品 新光光电：实控人拟500万–1000万元增持公司股份 10月10日晚，新光光电（688011）发 ...

甘精胰岛素是长效胰岛素类似物产品，每天注射一次，注射起效后作用时间可持续24小时，具有血药浓 度无峰值、平稳地降低患者血糖的作用。 智通财经APP讯，通化东宝(600867.SH)发布公告，公司于近日收到缅甸联邦共和国政府卫生部核准签 发的公司产品甘精胰岛素注射液的上市许可。 ...

转自：证券时报 人民财讯10月10日电，通化东宝(600867)10月10日公告，公司于近日收到缅甸联邦共和国政府卫生部核 准签发的公司产品甘精胰岛素注射液的上市许可。甘精胰岛素是长效胰岛素类似物产品，每天注射一 次，注射起效后作用时间可持续24小时，具有血药浓度无峰值、平稳地降低患者血糖的作用。 ...

通化东宝(600867.SH)公告称，公司于近日收到缅甸联邦共和国政府卫生部核准签发的公司产品甘精胰 岛素注射液的上市许可。该产品为长效胰岛素类似物，具有平稳降低患者血糖的作用。2024年缅甸患者 人均糖尿病相关年度支出金额为164.1美元。 ...

Investment Rating - The report maintains an "Increase" rating for the pharmaceutical and biotechnology industry [2] Core Viewpoints - Ganli Pharmaceutical has signed a significant "Technology Transfer and Supply Agreement" with Brazil's Ministry of Health and local biopharmaceutical company Biomm, with a total order amount expected to exceed 3 billion RMB over ten years [2][3] - The collaboration aims to enhance the stability of insulin supply in Brazil, addressing the urgent demand for insulin among diabetes patients in the country [3] - The partnership is structured to create a closed loop of "technology output - localization - long-term procurement," ensuring high-quality insulin accessibility and affordability in Brazil [3] Summary by Sections Industry Overview - The report highlights the increasing market position of Ganli Pharmaceutical in the insulin sector, being the first Chinese pharmaceutical company to participate in Brazil's PDP project, breaking the monopoly of multinational pharmaceutical companies [5] Company Performance - Ganli Pharmaceutical's insulin product agreement volume for the 2024 national insulin centralized procurement is 43.55 million units, an increase of 11.56 million units compared to the previous procurement, representing 30% of the total volume for this category [4] - The company's sales revenue for domestic insulin formulations reached 1.802 billion RMB in the first half of 2025, marking a year-on-year growth of 57.09% [4] Future Outlook - The report suggests that investors should pay attention to Ganli Pharmaceutical, given its strengthened market position and commitment to global healthcare governance through its participation in the PDP project [5]

Group 1: 康恩贝 - The company aims to acquire potential large products that align with its strategic direction, with ongoing discussions for relevant targets [1] - The acquisition strategy considers strategic fit, revenue and profit potential, growth opportunities, and compatibility with existing treatment areas and marketing channels [1] - The company has strengthened its business development (BD) system, with a recently approved modified new drug for throat relief as an example of a more efficient and asset-light "acquisition" [1] Group 2: 甘李药业 - The company signed a technology transfer and supply agreement with Fundação Oswaldo Cruz-Bio-Manguinhos and BIOMM for the production of insulin in Brazil [2] - The total amount of the supply framework agreement is expected to be no less than 3 billion RMB, with actual order amounts to be determined [2] - The agreement includes technology transfer for insulin and commitments for future procurement by FZ over the next 10 years [2] Group 3: 天目药业 - The company is focused on the inheritance and innovation of traditional Chinese medicine, accelerating the resumption of production for quality products like pearl eye drops [3] - It has made significant progress in drug re-registration, with 53 drugs receiving approval notifications since the beginning of 2025, surpassing the total for 2024 [3] - The company is leveraging existing product advantages to launch new products to meet diverse consumer needs [3] Group 4: 济民健康 - The company plans to enhance cooperation and increase investment in innovative drug research, aiming to establish Boao International Hospital as a high-level clinical research center [4] - The company holds a 51% stake in Boao International Hospital, with various stakeholders involved in the remaining shares [4] Group 5: 恒瑞医药 - The company signed a licensing agreement with Glenmark Specialty for its innovative drug SHR-A1811, with potential earnings exceeding 1.1 billion USD [5][6] - The drug targets HER2 and is designed to induce apoptosis in tumor cells, enhancing anti-tumor efficacy [5] - Glenmark Specialty will pay an upfront fee of 18 million USD and is eligible for milestone payments based on registration and sales [6] Group 6: 华熙生物 - The company’s strategic investment in Sanofi Pharmaceuticals is aimed at enhancing its presence in the biopharmaceutical sector [7] - The investment allows for collaboration in the development of small nucleic acid innovative drugs, creating synergies across its main business areas [7] - The company is exploring the role of hyaluronic acid and other substances in advanced medical research and applications [7]

Core Viewpoint - Gannee Pharmaceutical has made a significant step in internationalization by signing a 10-year insulin supply framework and technology transfer agreement worth no less than 3 billion RMB, marking a milestone in local insulin production in Brazil [1][2][3] Group 1: Business Expansion - The agreement with Brazil's Funda??o Oswaldo Cruz-Bio-Manguinhos and BIOMM S.A. is part of a public health initiative aimed at ensuring stable supply of essential medicines through local production [2][3] - Gannee Pharmaceutical's market is expanding, with successful domestic insulin procurement rounds leading to increased market share [8] - The company has achieved rapid growth, with a reported revenue of 2.22 billion RMB from international markets in the first half of 2025, a 75.08% increase year-on-year [8] Group 2: Financial Performance - In the first half of 2025, Gannee Pharmaceutical reported a revenue of 20.67 billion RMB and a net profit of 6.04 billion RMB, representing year-on-year growth of 57.18% and 101.96% respectively [7] - The company has a high dividend payout ratio of 97.21%, distributing 5.98 billion RMB in dividends for the 2024 fiscal year [1] Group 3: Research and Development - Gannee Pharmaceutical emphasizes R&D as a primary driver of production, with R&D investment reaching 5.52 billion RMB in the first half of 2025, accounting for 26.70% of revenue [7] - The company has successfully developed multiple third-generation insulin products and is advancing in the fourth-generation insulin innovation track [7] - Gannee Pharmaceutical is also entering the GLP-1 market with its innovative drug, which is currently in Phase III clinical trials [7]