全国医药工业信息年会是医药界的年度盛会，自1959年首次召开以来，已成功举办了42届，不仅见证了 新中国医药发展的征程，也记录了新时期医药科技创新的进步与成果，被称为"医药行业风向标"。 中国生物制药相关人士表示，在行业生态加速重构的背景下，两大核心成员企业凭借持续的创新投入， 在各自领域均表现出强劲的竞争活力，未来，集团将持续聚焦核心优势领域，加大创新力度，向具有全 球竞争力的创新制药企业加速迈进。 7月6日，第42届全国医药工业信息年会上，被誉为行业风向标的"2024年度中国医药工业百强榜"重磅发 布。港股制药龙头中国生物制药(01177.HK)旗下两大核心企业再度双双上榜。其中正大天晴药业集团首 次进入全国前10，最新排名第9位；北京泰德制药最新排名第65位，连续13年上榜。两家企业还双双获 评"中国医药研发产品线最佳工业企业"。 北京泰德制药则是国内透皮贴剂以及外科/镇痛领域的龙头企业，历经十余年技术攻关，已成功构建起 覆盖凝胶贴膏、热熔胶贴剂、透皮贴剂及微针贴剂的四大技术平台，目前已有5款贴剂产品获批上市。 其中，氟比洛芬凝胶贴膏连续多年保持外用镇痛市场第一品牌。今年，其自主研发的妥洛特罗贴剂和洛 ...

中新网浏阳6月23日电(唐小晴王艳明陈孟轩)湖南浏阳市23日举行重点产业招商推介活动。现场，15个 重大项目成功签约，总投资超65亿元，涉及生物医药、智能装备、新材料、绿色食品、文旅等多个产 业，将为浏阳经济高质量发展注入强大动能。 新领医药(中山)有限公司是一家主要从事透皮贴剂研发与产业化的创新型制药企业。"去年，我们第一 次来浏阳实地考察时，就决定将主要产品生产基地和企业总部设在这里。"该企业联合创始人、副总经 理廖世平介绍，本次签约项目计划投资总额15亿元，达产后预计实现年产值20亿元，年缴税额约2.5亿 元。 据了解，浏阳精心培育了"3421"产业梯队，即电子信息、生物医药、烟花爆竹3大支柱产业，智能装备 制造、新能源及汽车零部件、绿色食品、家居建材4大优势产业，新材料、文旅两大新兴产业以及1条未 来产业，10条重点产业链产值增至1738.8亿元。 签约现场。中新网记者唐小晴摄 此次，浏阳对重点产业进行了招商推介，发布最新产业政策和产业基金，并首次聘请湖南高新创投、倚 锋资本等5家金融机构为基金招商合伙人，进一步增强了浏阳的投资吸引力。 目前，浏阳已有数十个通过基金(资本)招商引入园区的项目，累计投资 ...

Core Viewpoint - Jihua Group's subsidiary Jiangsu Kangbeide Pharmaceutical Co., Ltd. has received approval from the National Medical Products Administration for two registrations of Lisdexamfetamine transdermal patches, indicating a significant advancement in the company's product portfolio and potential market opportunities [1] Group 1 - The approved drug is Lisdexamfetamine transdermal patch, with active ingredient Lisdexamfetamine [1] - The specifications for the patches are 4.6mg/24 hours and 9.5mg/24 hours, classified as chemical drug category 4 [1] - The registration certificates have effective dates until June 9, 2030, with specific approval numbers provided [1] Group 2 - The total research and development investment for the Lisdexamfetamine transdermal patch project amounts to approximately 20 million RMB [1]

Core Viewpoint - Hohhot Economic and Technological Development Zone is accelerating the layout of the biopharmaceutical industry, aiming to create a high-quality development environment and attract more biopharmaceutical enterprises to settle in the region [1][4] Group 1: Project Developments - The transdermal patch production project by Hegao Pharmaceutical Co., Ltd. and the intelligent manufacturing factory project by Xiling Biological Technology Co., Ltd. have simultaneously commenced construction [1] - The total investment for the two projects in the Yangtze River Delta and Inner Mongolia is 270 million yuan, focusing on transdermal drug delivery technology innovation and recombinant humanized active ingredient research [2] Group 2: Policy and Support - Hohhot City has introduced several policies to support high-quality development in the biopharmaceutical sector, including measures to build a strong technological city and support synthetic biology [1][4] - The development zone provides "one-stop" services in areas such as site selection, funding, project application, and technological support to facilitate project implementation [1][2] Group 3: Industry Ecosystem - The biopharmaceutical industry in Hohhot has formed a robust ecosystem, with 22 biopharmaceutical companies currently operating in the development zone, accounting for one-third of the city's total [3] - Key players in the industry include Jin Yu Biotechnology Co., Ltd. for biological vaccines, Fufeng Group Co., Ltd. and Qilu Pharmaceutical Group Co., Ltd. for biological fermentation, and Inner Mongolia Shuangqi Pharmaceutical Co., Ltd. for biopharmaceuticals [3] Group 4: Future Outlook - The industrial output value of the biopharmaceutical sector in Hohhot is projected to reach 11.09 billion yuan in 2024, with a year-on-year growth of 2% [4] - The development zone plans to enhance its industrial ecosystem, attract more high-quality biopharmaceutical enterprises, and strengthen policy support and service guarantees to promote innovation and integration of industry, academia, and research [4]

Core Insights - Zhejiang Iwu Biological Technology Co., Ltd. has made significant progress in the field of allergic disease diagnostics with the approval of its "Dermatitis Diagnostic Patch 02" for clinical trials by the National Medical Products Administration [1][5] Group 1: Product Development - The "Dermatitis Diagnostic Patch 02" focuses on diagnosing three common allergens: Kathon, p-phenylenediamine, and formaldehyde, which are frequently encountered in daily life and are known to cause allergic contact dermatitis [4][6] - The clinical trial process will follow a rigorous drug development protocol, including Phase I, II, and III trials to assess safety, efficacy, and dosage [5][6] Group 2: Market Position and Impact - Iwu Biological is a leading domestic pharmaceutical company specializing in the research and innovation of allergic disease diagnostics and treatments, with a strong R&D team and a history of successful product launches [6][7] - The approval of the "Dermatitis Diagnostic Patch 02" is expected to enhance the company's competitiveness in the diagnostic market and contribute to the development of the allergic disease diagnostics sector in China [6][7]

Core Viewpoint - Sichuan Zimuongong Pharmaceutical Co., Ltd. is focusing on innovation and market expansion while enhancing production capacity and management efficiency to drive future growth [2][3]. Group 1: Company Overview - Zimuongong has a history of 245 years and specializes in drug research, production, and marketing, holding 26 invention patents and 99 drug production approvals across various forms [2]. - The company is primarily focused on the development of drugs for the nervous system and digestive system, with future emphasis on endocrine and analgesic drugs [2]. Group 2: Financial Performance - In 2024, Zimuongong achieved a revenue of 416 million yuan, a year-on-year increase of 1.87%, and a net profit attributable to shareholders of 85.64 million yuan [3]. - The company plans to distribute a cash dividend of 2 yuan per 10 shares, totaling approximately 29.31 million yuan, with the total cash dividends over the last three years amounting to about 144 million yuan, representing 149.21% of the average annual net profit [4]. Group 3: Research and Development - Zimuongong increased its R&D investment by 81.18% compared to the same period in 2023, focusing on both innovative and generic drugs [3]. - The company is advancing its innovative drug pipeline, including the initiation of clinical trials for the Ma Jia Zi capsule and the successful launch of the Phosphate Oseltamivir capsule [3]. Group 4: Future Strategy - The company aims to adhere to its core business in pharmaceutical manufacturing while driving growth through innovation and marketing, focusing on both internal growth and external expansion [4].

证券代码：300705 证券简称：九典制药 债券代码：123223 债券简称：九典转 02 湖南九典制药股份有限公司 投资者关系活动记录表 编号：2025-11 | | 特定对象调研 □分析师会议  | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 其他 | | 参与单位名称及 | 国泰海通证券、光大保德信基金、浦银安盛基金、大成基金 | | 人员姓名 | 、嘉实基金、人保资产、先锋基金机构投资者代表共 9 人 | | 时间 | 2025 年 5 月 14 日下午 2:00-3:30 | | 地点 | 公司会议室 | | 上市公司接待人 员姓名 | 副总经理兼董事会秘书：曾蕾 | | | 首先董事会秘书简要介绍了公司的基本情况，接下来主要采 | | | 用解答投资者提问的方式进行，主要问题回复如下： | | | 1、面对竞品上市，公司接下来的经营规划如何？ | | | 回复：公司目前正处于持续健康发展的阶段，未来战略 | | | 规划将聚焦三大关键领域：一是积极拓展销售渠道，重点加 | | 投资者关系活动 ...

华福证券 2025 年 05 月 12 日 策 略 研 究 医疗与消费周报——外泌体行业：产业化初期阶 段，想象空间大 投资要点： 近期观点 1、医药指数本周关注的 6 个子行业全部录得正收益，表现良好。 策 略 定 期 报 告 2、外泌体是关键细胞间通讯的纳米囊泡，存在于多种体液中，对 肿瘤进展、免疫调节和转移有重要作用。医麦客《外泌体行业发展白 皮书》援引 Grand View Research 的研究报告指出，全球外泌体市场将 从 2022 年的 1.1225 亿美元以 32.75%的复合年增长率增长至 2030 年。 约 30%应用于肿瘤领域，50%收入由生物制药公司获得。国内已有 46 家企业参与外泌体研发，产业化处于初期，新进入者机会大。 团队成员 分析师： 赵月(S0210524050016) zy30563@hfzq.com.cn 相关报告 态——2025.05.11 风险提示 证 券 研 究 报 告 诚信专业 发现价值 1 请务必阅读报告末页的声明 技术研发不及预期；宏观需求变化；地缘政治影响 华福证券 1、成长风格或将承压——产业经济周观点—— 2025.05.11 2、美股九连涨终结—— ...

4月29日晚间，前沿生物(688221.SH)发布2024年年度报告，实现营业收入12,947.29万元，同比增长 13.32%，主要得益于抗HIV创新药艾可宁®的销售增长以及多元化销售增长。 报告期内，前沿生物通过 差异化的市场推广策略，推动已上市核心产品艾可宁®在住院和门诊场景的持续开拓，同步挖掘艾可宁 ®在不同治疗领域、不同目标患者中的临床获益，充分挖掘其潜在商业价值，以覆盖更广泛的患者群 体，围绕艾可宁®进行新增适应症的探索，截至年报披露日，艾可宁®新增维持治疗适应症和新增免疫 重建不全适应症的II期临床试验已获得国家药监局批准，为公司精准定位目标人群和未来的商业化突破 提供助力 。 除了夯实已上市核心产品的商业化进程，前沿生物围绕慢病领域布局高端仿制产品，以打造第二增长曲 线，构建多维度收入矩阵。目前，在医保控费、专利悬崖集中期背景下，战略性布局高价值仿制药是生 物医药公司实现"现金稳定，反哺创新"的重要策略，或可快速增厚业绩，并为创新提供资金和渠道支 撑。 报告期内，前沿生物两款高端仿制药取得突破性进展，骨质疏松治疗药物FB4001，已同步建立海外商 业化合作网络，预计于2025年在美国获批上市； ...

证券简称：康缘药业 证券代码：600557 公告编号：2025-019 江苏康缘药业股份有限公司 关于 2025 年第一季度主要经营数据的公告 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。 江苏康缘药业股份有限公司（以下简称"公司"）根据上海证券交易所发布 的《上海证券交易所上市公司自律监管指引第 3 号—行业信息披露》的相关要求， 现将公司 2025 年第一季度主要经营数据披露如下： 江苏康缘药业股份有限公司董事会 | | | | 毛利 | 营业收入 比上年同 | 营业成本 | 毛利率比上年同期增 | | --- | --- | --- | --- | --- | --- | --- | | 分地区 | 营业收入 | 营业成本 | | | 比上年同 | | | | | | 率（%） | 期增减 | 期增减（%） | 减（%） | | | | | | （%） | | | | 国内销售 | 867,216,343.48 | 222,677,030.89 | 74.32 | -35.79 | -34.35 | 减少 0.57 个 ...