人民财讯10月28日电，国药现代（600420）10月28日公告，公司及部分下属子公司参加了国家组织药品 联合采购办公室组织的第十一批全国药品集中采购工作，部分药品拟中选本次集中采购。本次公司符合 第十一批药品集中采购范围的产品共有7个，除国药集团容生制药有限公司的碳酸氢钠注射液未中选 外，其余6个产品均拟中选。上述拟中选产品2024年度销售额合计29100.71万元，占公司2024年度营业 收入的比例约为2.66%；未中选的碳酸氢钠注射液2024年度销售额为743.63万元，占公司整体营业收入 比例较低。 ...

Core Viewpoint - The National Drug Centralized Procurement Office has announced the new centralized procurement document, emphasizing principles of clinical stability, quality assurance, prevention of collusion, and reduction of competition pressure in the pharmaceutical industry [1][3]. Summary by Sections Centralized Procurement Announcement - The announcement requires participating drugs to obtain valid domestic registration by September 28 and complete information submission on the National Medical Insurance Service Platform, with the bidding ceremony scheduled for October 21, 2025 [1]. Changes in Procurement Rules - The new procurement rules introduce a "benchmark price" for the same drug category, set at 50% of the average unit comparable price of validly declared companies and the higher value of the lowest unit comparable price. Companies can qualify for selection if their bid is below 1.8 times the benchmark price, a shift from the previous model that focused solely on the lowest price [3]. Participation and Reporting - A total of 46,359 medical institutions participated in the reporting, with 77% reporting by brand name and 23% by generic name. The drug list remains unchanged with 55 varieties, but mainstream specifications and prices have been noted [3]. Sodium Bicarbonate Injection Reporting - The total reported quantity of sodium bicarbonate injection across 31 provinces reached 71.5665 million units, with unspecified brands accounting for 47.45% of the total [5][9]. Manufacturer Performance - Among the specified brands, six manufacturers reported over 1 million units, with Shijiazhuang Fourth Pharmaceutical Company leading at 9.6542 million units, followed by Hebei Tiancai Pharmaceutical Co., Ltd. at 5.6166 million units [7][9]. Regional Preferences - Regional preferences for manufacturers are evident, with Yunnan showing a strong preference for Hebei Tiancai Pharmaceutical, while Shijiazhuang Fourth Pharmaceutical has a balanced national coverage [9][10]. Market Dynamics Ahead of Bidding - As the bidding date approaches, the market dynamics for sodium bicarbonate injection are expected to shift, influenced by brand preferences and the flow of unspecified brands, with companies that possess capacity, quality, and clinical recognition likely to emerge as winners in this round of procurement [10].

Group 1 - Dashi Intelligent signed a contract worth 23.86 million yuan for the Xiaomi Wuhan Phase II smart project, providing a comprehensive smart space solution [1] - ST Tian Sheng's subsidiary passed the consistency evaluation for sodium bicarbonate injection, used for treating metabolic acidosis and certain drug poisonings [1] - Yongyue Technology's actual controller Chen Xiang was released on bail due to allegations of information disclosure violations, while the company's operations remain normal [2] Group 2 - Jushen Co. experienced a stock price fluctuation with a cumulative increase of over 20% over three trading days, while also planning to reduce repurchased shares [2][3] - Shanghai Airport reported a 6.9% year-on-year increase in passenger throughput at Pudong International Airport, totaling 7.9471 million passengers in August [3][4] - Jianlong Micro-Nano announced plans for shareholders to reduce up to 3% of company shares due to fund expiration and exit arrangements [5][6] Group 3 - Yunyong Technology's shareholders plan to reduce up to 2.99% of company shares due to personal funding needs [6] - Zitian Tui's stock entered a delisting arrangement period, expected to last 15 trading days [7] - Pruis's shareholders plan to reduce up to 3% of company shares for personal funding needs [9] Group 4 - Dayilong's shareholders plan to reduce up to 3% of company shares for personal financial arrangements [10] - Yihua New Materials' shareholders plan to reduce up to 1% of company shares for personal funding needs [12] - Huibo Yuntong's controlling shareholder's affiliates plan to acquire a controlling stake in Baode Computer [13] Group 5 - Wanda Information's shareholders plan to reduce up to 3% of company shares for operational needs [14] - Jiafa Education's shareholders plan to reduce up to 3% of company shares for personal funding needs [15] - Guangkang Biochemical's shareholders plan to reduce up to 1.8% of company shares for personal funding needs [16] Group 6 - Yingxin Development's shareholders plan to reduce up to 0.67% of company shares due to bankruptcy asset disposal [18] - Weiye Co.'s shareholders plan to reduce a total of up to 2% of company shares [19] - Kelin Electric plans to raise up to 1.5 billion yuan through a private placement to supplement working capital [20]

Group 1 - The company held its third extraordinary general meeting of shareholders on September 12, 2025, with no resolutions being rejected [1][2][6] - A total of 100 shareholders participated in the meeting, representing 113,225,082 shares, which is 35.6054% of the total voting shares [7] - The meeting approved several resolutions, including amendments to the company's articles of association and governance systems, with significant support from shareholders [11][12][14][16][18][20] Group 2 - The company received an administrative penalty notice from the China Securities Regulatory Commission (CSRC) regarding violations of information disclosure laws, specifically for inflating profits in 2017 and 2018 [24][25] - The inflated profits amounted to 92,204,254.47 yuan in 2017 and 28,823,001.51 yuan in 2018, representing 30.21% and 20.61% of the reported profits for those years, respectively [25][27] - The company and several executives face fines and potential market bans due to their involvement in these violations, with the actual controller facing a lifetime ban from the securities market [31][34] Group 3 - The company's stock will be subject to additional risk warnings starting September 15, 2025, due to the identified violations, although it will not be suspended from trading [38][40] - The company plans to enhance its internal controls and compliance measures to prevent future violations and improve governance [42]

Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen markets released important announcements on September 14, providing insights for investors [3] Major Events - Yushen Co., Ltd. experienced abnormal stock fluctuations, with a cumulative price increase of over 20% in three consecutive trading days. The company plans to reduce its repurchased shares by up to 1% of its total share capital, consistent with its previously disclosed reduction plan [4][5] - Huibo Yuntong announced that its controlling shareholder, Shenhui Jinwu, intends to acquire 22.0875% of Baode Computing's shares, gaining control of the company. The total transaction price is approximately 1.444 billion yuan, with the acquisition expected to optimize Baode's equity structure and governance [5][6] - ST Zitian's stock will resume trading on September 15 and enter a delisting arrangement period of 15 trading days, with the last trading date expected to be October 13 [7] - Yongyue Technology's actual controller, Chen Xiang, has been released on bail due to an investigation related to the disclosure of important information. The company's operations remain normal [8] - ST Tiansheng's sodium bicarbonate injection has passed the consistency evaluation for generic drugs, indicating its clinical applicability for treating metabolic acidosis [9] Shareholding Changes - Jifa Education's shareholder, Deyuan Tai, plans to reduce its stake by up to 3%, equating to 11.9854 million shares [10] - Dayilong's shareholder intends to reduce its stake by up to 3%, amounting to 5.9708 million shares [11] - Pruis's shareholder, Guanyu Zhao Tai, plans to reduce its stake by up to 3%, totaling 2.3701 million shares [13] - Wanda Information's shareholder, Hexie Health, plans to reduce its stake by up to 3%, equating to 43.2189 million shares [14] - Jianlong Micro-Nano's shareholders plan to reduce their combined stake by up to 3%, totaling 3.0018 million shares [15] - Yunrong Technology's shareholder plans to reduce its stake by up to 2.99%, amounting to 1.8 million shares [16] - Guokang Biochemical's shareholders plan to reduce their stake by up to 1.7973%, totaling 1.33 million shares [17] - Yihua New Materials' shareholder plans to reduce its stake by up to 1%, equating to 1.655 million shares [18] - Yingxin Development's shareholder plans to reduce its stake by 0.67%, amounting to 3.9388 million shares [19] Performance Insights - Shanghai Airport reported an increase in passenger throughput for August, with Pudong International Airport reaching 7.9471 million passengers (up 6.9% year-on-year) and Hongqiao International Airport reaching 4.4515 million passengers (up 2.18% year-on-year) [20][21] Major Contracts - Dashi Intelligent signed a contract worth 23.869 million yuan for the Xiaomi Wuhan Phase II smart project, representing 0.75% of the company's audited revenue for 2024 [22]

Key Points - The article summarizes important announcements from various companies for investor reference [1] Group 1: Stock Performance and Trading - Jushen Co., Ltd. (炬申股份) experienced a stock price fluctuation with a cumulative increase of over 20% from September 10 to September 12, 2025, and is consistent with its previously disclosed share reduction plan [3] - ST Zitian (*ST紫天) will resume trading on September 15, 2025, and enter a delisting arrangement period lasting 15 trading days, with the last trading date expected to be October 13, 2025 [5] Group 2: Mergers and Acquisitions - Huibo Yuntong (慧博云通) announced that its controlling shareholder plans to acquire a total of 32.0875% of Baode Computing's shares for a total transaction price of 1.444 billion yuan, which will grant control over Baode Computing [4] Group 3: Shareholder Actions - Jifa Education (佳发教育) announced that its shareholder, De Yuan Tai, plans to reduce its stake by up to 3%, equating to 11.9854 million shares [9] - Da Yi Long (达意隆) disclosed that its shareholder, Shenzhen Lefeng Investment Management Co., Ltd., intends to reduce its stake by up to 3%, or 5.9708 million shares [10] - Multiple companies, including Pruis (普蕊斯), Wanda Information (万达信息), and Jianlong Micro-Nano (建龙微纳), reported plans for shareholders to reduce their stakes by up to 3% [11][13][14] Group 4: Operational Updates - Yongyue Technology (永悦科技) announced that its actual controller, Chen Xiang, has been released on bail pending trial due to an investigation related to information disclosure [6] - ST Tiansheng (ST天圣) received approval for its sodium bicarbonate injection to pass the consistency evaluation for generic drugs, which is used in clinical treatments [7] Group 5: Performance Metrics - Shanghai Airport (上海机场) reported that in August 2025, Pudong International Airport had a passenger throughput of 7.9471 million, a year-on-year increase of 6.9%, while Hongqiao International Airport had 4.4515 million, a 2.18% increase [20] Group 6: Contract Awards - Dashi Intelligent (达实智能) signed a contract worth 23.869 million yuan for the Xiaomi Wuhan Phase II intelligent project, which represents 0.75% of the company's audited revenue for 2024 [22]

Core Viewpoint - ST Tian Sheng (002872.SZ) announced that its wholly-owned subsidiary, Hubei Tian Sheng Pharmaceutical Co., Ltd., has received the approval notice from the National Medical Products Administration for its product "Sodium Bicarbonate Injection," which has passed the consistency evaluation of quality and efficacy for generic drugs [1] Group 1 - The approval of "Sodium Bicarbonate Injection" indicates a significant milestone for the company in the pharmaceutical sector [1] - The consistency evaluation is crucial for generic drugs, ensuring they meet the same quality and efficacy standards as their branded counterparts [1]

Core Viewpoint - ST Tian Sheng's subsidiary, Hubei Tian Sheng, has received approval from the National Medical Products Administration for its sodium bicarbonate injection, which has passed the consistency evaluation for generic drug quality and efficacy [1] Company Summary - The sodium bicarbonate injection is primarily used in clinical settings for the treatment of metabolic acidosis, alkalinizing urine, and as a non-specific treatment for certain drug overdoses through intravenous infusion [1]

Core Viewpoint - Shanghai Modern Pharmaceutical Co., Ltd. is actively engaging with investors through a performance briefing and has received regulatory approvals for its products, indicating a focus on transparency and growth in the pharmaceutical sector [2][9][14]. Group 1: Investor Engagement - The company will participate in the 2025 Shanghai Stock Exchange collective reception day and mid-year performance briefing on September 19, 2025, to address investor concerns [2][3]. - Investors can submit questions before the event via a dedicated webpage, and the company will respond to commonly raised issues during the briefing [2][3][4]. - The event will be held online from 15:00 to 17:00 on September 19, 2025, allowing for interactive communication [4][5]. Group 2: Product Approvals - The company's subsidiary, Sinopharm Group Rongsheng Pharmaceutical Co., Ltd., received approval for a supplementary application for sodium bicarbonate injection, which includes a new specification and has passed the consistency evaluation for generic drugs [9][10]. - The sodium bicarbonate injection is indicated for treating metabolic acidosis and preventing uric acid kidney stones, with a reported sales figure of approximately RMB 580 million in 2024 [11]. - The company has invested about RMB 2.7442 million in the research and development of the sodium bicarbonate injection's consistency evaluation [11]. Group 3: GMP Compliance - Sinopharm Group Weiqida Pharmaceutical Co., Ltd., another subsidiary, has passed the GMP compliance inspection for its raw material production lines, which is crucial for maintaining product quality [14][15]. - The inspection covered the production of acarbose, a drug used for diabetes treatment, and the facility has undergone significant renovations with an investment of approximately RMB 22.7604 million [15]. - This compliance is expected to enhance the company's product offerings and maintain stable production capabilities [16].

Group 1 - The core point of the article is that China National Pharmaceutical Group Modern has announced that its wholly-owned subsidiary, China National Pharmaceutical Group Rongsheng Pharmaceutical Co., Ltd., has received approval from the National Medical Products Administration for a supplemental drug application, allowing for an increase in the specifications of sodium bicarbonate injection and passing the consistency evaluation of generic drug quality and efficacy [2] Group 2 - The approval signifies a regulatory milestone for the company, enhancing its product portfolio and potentially increasing market competitiveness [2] - The sodium bicarbonate injection is expected to meet the growing demand in the pharmaceutical market, reflecting the company's commitment to quality and efficacy in its offerings [2]