证券代码：600479 证券简称：千金药业 公告编号：2026-003 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 特此公告。 2026年1月20日，国家药品监督管理局网站发布了《中药保护品种公告（第34号）》（2026年第11 号），国家药品监督管理局批准株洲千金药业股份有限公司（以下简称"公司"）的补血益母丸为首家中 药二级保护品种，具体内容如下： ■ 补血益母丸为国基药品种、医保甲类品种、独家品种，被《国家基本药物临床应用指南（中成药）2018 年版》、《中成药临床应用指南（第二版 妇科疾病分册）》、《中医妇科学（全国中医药高等教育十 四五规划教材）》等指南及教科书收录推荐。该产品适用于气血两虚兼血瘀证产后腹痛。 本次公司补血益母丸获批为首家中药二级保护品种，加强了公司产品的知识产权保护，将有利于提升公 司产品在产后恢复用药领域的市场竞争力，对公司的生产经营产生积极的影响。 株洲千金药业股份有限公司 上述事项不会对公司当期经营业绩产生重大影响，药品的销售情况可能受到国家政策、市场环境变化等 因素影响，具有较大不确定性 ...

Group 1: Profit Forecasts - Limin Co. expects a net profit of 465 million to 500 million yuan for 2025, representing a year-on-year increase of 471.55% to 514.57% [1] - Guohui Energy anticipates a net profit of 1.32 billion to 1.47 billion yuan for 2025, reflecting a decline of 50.03% to 55.13% year-on-year [2] - Jiajia Yue forecasts a net profit of 198 million to 228 million yuan for 2025, indicating a growth of 50.06% to 72.79% year-on-year [3] - Xianghe Industry projects a net profit of 120 million to 148 million yuan for 2025, with an expected increase of 59.17% to 96.31% year-on-year [4] - Aojie Technology predicts a net profit of 90 million to 120 million yuan for 2025, showing a growth of 228.34% to 337.79% year-on-year [14] - Shanghai Electric expects a net profit of 1.1 billion to 1.32 billion yuan for 2025, representing an increase of approximately 47% to 76% year-on-year [15] - Tianfu Communication anticipates a net profit of 1.881 billion to 2.15 billion yuan for 2025, reflecting a growth of 40% to 60% year-on-year [16] - Yichang Technology forecasts a net profit of 150 million to 225 million yuan for 2025, indicating a year-on-year increase of 58% to 138% [29] - Shanghai Yizhong expects a net profit of 60 million to 70 million yuan for 2025, representing a significant increase of 760.18% to 903.54% year-on-year [41] Group 2: Loss Forecasts - Kexin Electromechanical anticipates a net profit of 55 million to 70 million yuan for 2025, reflecting a decline of 58.65% to 67.51% year-on-year [11][12] - Kexin Technology expects a net loss of 900 million to 1.2 billion yuan for 2025, which is an increase in loss of 78.67% to 84% year-on-year [10] - Tianyang New Materials forecasts a net loss of 250 million to 180 million yuan for 2025, compared to a loss of 213 million yuan in the previous year [20] - Bo Rui Data anticipates a net loss of 90 million to 100 million yuan for 2025, which is an increase in loss of 15.17 million to 25.17 million yuan year-on-year [19] - Xinlian Integrated expects a net loss of 577 million yuan for 2025, which is a reduction in loss of approximately 40.02% compared to the previous year [40] - Fangshilong forecasts a net loss of 4 million to 6 million yuan for 2025 [30] Group 3: Strategic Developments - Lianlong signed a strategic framework agreement with Runyinglian to enhance the reliability and efficiency of the lubricant additive supply chain in China and the Asia-Pacific region [7] - Han Jian Heshan is planning to acquire a 52.51% stake in Liaoning Xingfu New Materials Co., Ltd., with stock suspension expected for up to 9 trading days [13] - Kai Zhong Precision plans to invest 116 million yuan in a technical transformation and expansion project to meet future capacity demands [34] - Tianfu Communication is expected to engage in clinical trials for its ABA001 injection, which has received approval from the National Medical Products Administration [17]

本次公司补血益母丸获批为首家中药二级保护品种，加强了公司产品的知识产权保护，将有利于提升公 司产品在产后恢复用药领域的市场竞争力，对公司的生产经营产生积极的影响。 格隆汇1月21日丨千金药业(600479.SH)公布，2026年1月20日，国家药品监督管理局网站发布了《中药 保护品种公告（第34号）》（2026年第11号），国家药品监督管理局批准公司的补血益母丸为首家中药 二级保护品种，补血益母丸为国基药品种、医保甲类品种、独家品种，被《国家基本药物临床应用指南 （中成药）2018年版》、《中成药临床应用指南（第二版妇科疾病分册）》、《中医妇科学（全国中医 药高等教育十四五规划教材）》等指南及教科书收录推荐。该产品适用于气血两虚兼血瘀证产后腹痛。 ...

本次公司补血益母丸获批为首家中药二级保护品种，加强了公司产品的知识产权保护，将有利于提升公 司产品在产后恢复用药领域的市场竞争力，对公司的生产经营产生积极的影响。 格隆汇1月21日丨千金药业(600479.SH)公布，2026年1月20日，国家药品监督管理局网站发布了《中药 保护品种公告（第34号）》（2026年第11号），国家药品监督管理局批准公司的补血益母丸为首家中药 二级保护品种，补血益母丸为国基药品种、医保甲类品种、独家品种，被《国家基本药物临床应用指南 （中成药）2018年版》、《中成药临床应用指南（第二版妇科疾病分册）》、《中医妇科学（全国中医 药高等教育十四五规划教材）》等指南及教科书收录推荐。该产品适用于气血两虚兼血瘀证产后腹痛。 ...

人民财讯1月21日电，千金药业（600479）1月21日公告，国家药品监督管理局批准公司的补血益母丸为 首家中药二级保护品种，该产品适用于气血两虚兼血瘀证产后腹痛。 ...

Investment Rating - The report does not explicitly provide an investment rating for the gynecological drug industry in China. Core Insights - The biopharmaceutical industry in China is experiencing structural optimization, valuation recovery, and confidence rebuilding, particularly in the Hong Kong market, where the 18A system supports enterprise value discovery [2][3]. - Gynecological drug companies are characterized by specialized positioning and differentiated competition, focusing on areas such as traditional Chinese medicine, innovative treatments for gynecological tumors, and hormone drugs, showcasing strong professional images and commercialization capabilities [2][3]. Summary by Sections Capital Market Performance of China's Biopharmaceutical Sector - The A-share market has shifted from a focus on scale to sustainable development, while the Hong Kong market has attracted international capital through the 18A system, leading to a gradual rebuilding of long-term confidence in the biopharmaceutical sector [3][25]. - The A-share biopharmaceutical sector has seen a total fundraising amount of 787 billion yuan from January to October 2025, with a peak of 2,451 billion yuan in 2021, indicating a transition from a capital overheating phase to a rational development phase [13][18]. - In the Hong Kong market, the total fundraising amount reached 789 billion HKD from January to October 2025, with a peak of 1,833 billion HKD in 2020, reflecting a significant improvement in the financing environment [27][28]. Market Position Assessment of Chinese Gynecological Drug Companies - The competitive landscape of gynecological drug companies is marked by a focus on specialized fields such as innovative gynecological tumor drugs and hormone treatments, with companies establishing differentiated competitive advantages [40]. - Qianjin Pharmaceutical is recognized as a leading player in the gynecological drug market, with a strong market presence in oral gynecological inflammation traditional Chinese medicine [40]. - Heng Rui Pharmaceutical is noted for its robust pipeline in gynecological tumor treatments, with eight drugs in development as of 2024 [40]. - Xianju Pharmaceutical specializes in hormone treatments, with a focus on steroid drugs, establishing a strong professional image in the gynecological field [40]. Introduction to Representative Listed Chinese Gynecological Drug Companies - Qianjin Pharmaceutical has a significant market share of 25.8% in oral gynecological inflammation traditional Chinese medicine, demonstrating strong sales performance even in challenging market conditions [45]. - Heng Rui Pharmaceutical's research and development pipeline includes multiple innovative treatments for gynecological tumors, indicating a solid commitment to this therapeutic area [52][53]. - Xianju Pharmaceutical leverages its expertise in steroid drugs to maintain a competitive edge in the gynecological drug market, with a focus on cost-effective production and high-quality formulations [58][61].