Group 1: Nanjing Business Travel - Nanjing Business Travel (600250) expects a net profit of 6 million to 9 million yuan for the first half of 2025, a decrease of 67.4% to 78.27% year-on-year [1] - The net profit excluding non-recurring gains and losses is expected to be between 5.5 million and 8.5 million yuan, down 17.34% to 46.52% year-on-year [1] Group 2: Jihong Co., Ltd. - Jihong Co., Ltd. (002803) anticipates a net profit of 112 million to 119 million yuan for the first half of 2025, an increase of 55% to 65% year-on-year [2] - The net profit excluding non-recurring gains and losses is expected to be between 106 million and 113 million yuan, up 68.16% to 79.62% year-on-year [2] - Basic earnings per share are projected to be between 0.29 yuan and 0.31 yuan [2] Group 3: Zhuhai Design - Zhuhai Design (300564) announced that its actual controller plans to reduce holdings by up to 3% of the company's shares, totaling 483.95 million shares [3] Group 4: Anjisi - Anjisi (688581) disclosed that two shareholders plan to reduce their holdings by up to 2% of the company's shares, totaling 162.27 million shares [4] Group 5: Jingwei Huikai - Jingwei Huikai (300120) intends to acquire a total of 12.44% equity in Nuo Si Wei, with a total transaction price of approximately 1.49 billion yuan [4] - The acquisition will increase the company's control over Nuo Si Wei from 22.12% to 34.56% [4] Group 6: Hainan Highway - Hainan Highway (000886) is planning to purchase 51% equity in Hainan Jiao Control Petrochemical, which will become a subsidiary after the transaction [9] Group 7: *ST Modern - *ST Modern (002656) has applied to revoke other risk warnings but will still face delisting risk warnings due to financial indicators [10] Group 8: Ningde Times - Ningde Times (300750) has repurchased 6.641 million A-shares at a total cost of 1.551 billion yuan [11][12] Group 9: Lixun Precision - Lixun Precision (002475) is planning to issue H shares and list on the Hong Kong Stock Exchange [13] Group 10: Ruikang Pharmaceutical - Ruikang Pharmaceutical (002589) announced that its vice president has been placed under detention by the local supervisory committee [14] Group 11: Changchun High-tech - Changchun High-tech (000661) announced that its subsidiary has received approval for a new drug, a monoclonal antibody for gout treatment [15] Group 12: Guofang Group - Guofang Group (002708) plans to reduce its holdings by up to 1.45% of the company's shares, totaling 666 million shares [16] Group 13: Guangyang Co., Ltd. - Guangyang Co., Ltd. (002708) announced that shareholders plan to reduce their holdings by up to 1.65% of the company's shares, totaling 922.76 million shares [17] Group 14: Zhixin Precision - Zhixin Precision (301512) disclosed that a major shareholder plans to reduce holdings by up to 1.86% of the company's shares, totaling 99 million shares [18] Group 15: Xinzhou Bang - Xinzhou Bang (300037) announced that its directors and executives plan to reduce their holdings by up to 126.88 million shares [19] Group 16: Guoanda - Guoanda (300902) announced that its actual controllers plan to reduce their holdings by up to 362 million shares [20]

政策动向 国家医保局就2025年医保目录调整等相关方案征求意见 近日，国家医疗保障局研究起草了《2025年国家基本医疗保险、生育保险和工伤保险药品目录及商业健 康保险创新药品目录调整工作方案（征求意见稿）》以及《2025年国家基本医疗保险、生育保险和工伤 保险药品目录及商业健康保险创新药品目录调整申报指南（征求意见稿）》，向社会公开征求意见。公 众可于2025年7月7日（星期一）17:00前提出意见和建议。 21点评：2025年将制定第一版商业健康保险创新药品目录，主要纳入超出医保基本定位、暂时无法纳入 基本目录，但创新程度高、临床价值大、患者获益显著的创新药，推荐商业健康保险、医疗互助等多层 次医疗保障体系参考使用。此举有利于进一步明确基本医保保障边界，给商业健康保险留出更多的发展 空间，为创新药发展提供更充足的经济支撑。 药械审批 金赛药业1类抗体新药获批上市，治疗急性痛风性关节炎 7月2日，中国国家药监局（NMPA）官网公示，批准金赛药业申报的注射用伏欣奇拜单抗（firsekibart， 曾用名：金纳单抗）上市，适用于对非甾体类抗炎药和/或秋水仙碱禁忌、不耐受或缺乏疗效的，以及 不适合反复使用类固醇激素 ...

早 报 精 选 1、 证监会：始终把维护市场稳定作为监管工作首要任务，推动健全常态化稳市机制 2、8月1日起，现金买黄金超10万元将需上报。 3、广州拟出"商转公贷款"政策，个贷率低于75%可启动"商转公"。 4、今年8000亿元"两重，建设项目清单全部下达完毕。 5、6月A股新开户数165万户，同比增长53%。 宏 观 新 闻 1、 外交部发言人宣布：国务院总理李强将应邀于7月5日至8日赴巴西里约热内卢出 席金砖国家领导人第十七次会晤。应埃及总理马德布利邀请，国务院总理李强将于7月 9日至10日对埃及进行正式访问。 2、广州住房公积金管理中心公开征求《广州商业性个人住房贷款转住房公积金个人住 房贷款实施办法（暂行）》（征求意见稿）意见的公告。实施办法提出，缴存人申请 将其在广州市住房公积金贷款承办银行尚未结清的商业性个人住房贷款余额，当住房 公积金个人住房贷款率低于75%时启动商转公贷款。 3、2025年6月A股新开户165万户，上半年A股累计新开1260万户。与2024年6月新 增108万户开户数相比，2025年5月新开户同比增长53%，远超去年同期开户水平。 4、从农业农村部了解到的最新数据显示，6月份 ...

Core Viewpoint - The article highlights the insufficient public awareness of scientific smoking cessation methods, particularly regarding cessation medications, despite the existence of effective options and guidelines from WHO [1][12]. Group 1: Smoking Cessation Medications - WHO's first clinical treatment guideline for adult smoking cessation identifies three main types of medications: varenicline, nicotine replacement therapy (NRT), and bupropion [1][12]. - Varenicline is a first-line medication with four domestic companies having approved generic versions, yet sales were below 100 million yuan last year [1][12]. - The sales of varenicline in China have not met expectations, with Pfizer's original product experiencing a significant decline due to safety concerns [1][18]. Group 2: Challenges in Smoking Cessation - Nearly 60% of smokers abandon cessation attempts due to withdrawal symptoms, with a success rate of less than 5% for those relying solely on willpower [7][8]. - The understanding of cessation medications among both smokers and healthcare professionals remains limited, contributing to low utilization rates [13][17]. - The lack of awareness and the absence of these medications in insurance coverage are identified as major barriers to effective smoking cessation [20]. Group 3: Market Trends and Opportunities - The retail market for varenicline is projected to grow significantly, with sales expected to reach 48 million yuan in 2024, reflecting a growth rate exceeding 2000% [20][21]. - Online platforms like JD Health report a more than twofold increase in sales of smoking cessation medications, indicating a shift towards digital health solutions [20]. - The market share of companies like Qianyuan Pharmaceutical in the retail sector is notably high, suggesting potential for further expansion in the smoking cessation market [20][21].

Core Viewpoint - The report highlights the commitment of Yuan Dong Bio to sustainable development through a robust ESG (Environmental, Social, and Governance) framework, emphasizing innovation, compliance, and social responsibility in the pharmaceutical industry [1][2][3]. Group 1: Company Overview - Yuan Dong Bio is dedicated to patient-centered healthcare, focusing on innovation and quality in drug development, with a significant portion of revenue allocated to R&D, exceeding 20% [2][3]. - The company has established a comprehensive governance structure, including a board of directors and various committees to ensure effective decision-making and compliance with regulations [4][5]. Group 2: ESG Commitment - The company integrates ESG principles into its core strategy, aiming for a harmonious balance between environmental sustainability, social responsibility, and corporate governance [1][5]. - Yuan Dong Bio has implemented a three-tier ESG governance structure, comprising the board, an ESG management committee, and an execution team, to oversee and enhance its sustainability initiatives [5]. Group 3: Innovation and Development - The company has a strong focus on innovation, with over 80 ongoing projects, including 18.3% dedicated to new drug development, and has achieved significant milestones in clinical trials [3][5]. - Yuan Dong Bio has successfully launched multiple high-end pharmaceutical products, including 8 domestic first generic products and 14 active pharmaceutical ingredients that meet international standards [3][4]. Group 4: Social Responsibility - The company actively engages in community support initiatives, including healthcare assistance and educational programs, reflecting its commitment to social responsibility and public health [2][5]. - Yuan Dong Bio emphasizes employee welfare and development, recognizing its workforce as a vital asset, and has implemented various programs to support employee growth and well-being [2][5].

Core Viewpoint - The report discusses the financial performance and operational changes of Shandong Lukang Pharmaceutical Co., Ltd., highlighting significant growth in sales net profit margin and the impact of asset disposal on profitability [1][11]. Financial Performance - The company's operating revenue for the reporting periods was 562.14 million yuan, 614.67 million yuan, and 623.31 million yuan, with net profits of 13.80 million yuan, 24.62 million yuan, and 40.83 million yuan respectively [1][2]. - The sales net profit margins increased from 2.55% in 2022 to 4.18% in 2023, and further to 6.55% in 2024, primarily due to changes in product structure and asset disposal gains [3][11]. Gross Margin Analysis - The comprehensive gross margins for the reporting periods were 22.19%, 24.65%, and 23.96%, with the main business gross margin contributing significantly to overall profitability [3][4]. - The gross margin for the human medicine segment showed a steady increase, with the formulation drug gross margin rising from 33.68% to 41.46% over the reporting periods [4][5]. Cost Structure - The operating costs for the company were 473.95 million yuan, 463.13 million yuan, and 437.40 million yuan, indicating a controlled cost structure relative to revenue growth [2][6]. - Direct material costs accounted for approximately 75.45% of total revenue, reflecting the significant impact of raw material prices on overall profitability [6][8]. Market Competition and Product Performance - The raw material drug gross margin fluctuated, showing a decline in 2023 due to market competition, followed by a recovery in 2024 [5][9]. - The veterinary medicine segment experienced variable gross margins, influenced by market demand and competition, with margins of 15.66%, 18.16%, and 13.23% over the reporting periods [9][10]. Asset Disposal Impact - The company realized substantial asset disposal gains in 2024, amounting to 283.26 million yuan, significantly boosting net profit and sales net profit margin [9][10]. - The asset disposal was linked to the completion of land storage for the southern plant area, which was part of a strategic relocation initiative [10][11]. Export and Revenue Matching - The customs declaration data matched closely with overseas revenue, with minor discrepancies deemed reasonable due to small sample exports and timing differences [13][14]. - The company’s overseas revenue was diversified across several countries, including the UK, Netherlands, and Egypt, with stable trade and tariff policies [16][17]. Sales Expenses - The sales expense ratios were 8.45%, 9.40%, and 9.11%, significantly lower than the industry average, indicating efficient cost management in sales promotion [19][20]. - The increase in promotional expenses from 2023 was attributed to strategic marketing efforts to enhance product visibility and market share [19].

"戒烟失败并非意志力不足，而是烟草依赖综合征在作怪。"首都医科大学附属北京朝阳医院烟草依赖治 疗研究室主任梁立荣指出，尼古丁的成瘾性导致烟民在生理和心理上产生高度依赖，戒烟需要专业帮 助，无法仅靠建议。 如何科学戒烟？ 贺青华表示，科学戒烟至关重要。近年来，我国吸烟者尝试戒烟的比例逐渐上升，但成功率不足10%。 要提高戒烟成功率，必须配合专业指导。遗憾的是，戒烟药物使用率不足5%，表明许多吸烟者尚未掌 握科学戒烟的方法。 在京东健康第一届戒烟行业论坛上发布的《2025控烟戒烟白皮书》显示，在戒烟手段选择上，有87.1% 的人群尝试通过尼古丁贴片、口香糖等替代品戒烟。超过半数人群使用过药物戒烟，如酒石酸伐尼克兰 片(简称"伐尼克兰片")。 《白皮书》提供了七大戒烟妙招，包括设置戒烟计划、取得亲友帮助与鼓励、加入戒烟社团、扔掉身边 所有和吸烟有关的东西、改变生活方式、食物替代、寻求专业科学的帮助或遵循医嘱使用戒烟药物。 中新网北京5月31日电(赵方园)5月31日是第38个世界无烟日。日前发布的2024中国成人烟草调查结果显 示，中国15岁及以上人群吸烟率为23.2%。 在许多烟民眼中，戒烟是一件需要"钢铁意志力" ...

"近年来我国吸烟者尝试戒烟的比例逐渐上升，但是成功率不足10%。"贺青华指出，这一数据的背后折 射出要科学戒烟，配合专业指导，才能提高戒烟的成功率。但遗憾的是，许多人没有掌握科学戒烟的方 法，戒烟药物使用率不足5%。 "希望广大消费者能够充分认识到科学戒烟的重要性，主动选择正规渠道购买戒烟药物，借助专业的力 量，早日摆脱烟瘾的困扰。"贺青华说道。 "仅凭意志力戒烟很难抗衡烟草依赖综合征，这是一种高度成瘾性疾病。"首都医科大学附属北京朝阳医 院烟草依赖治疗研究室主任梁立荣教授指出，尼古丁的成瘾性导致烟民在生理和心理上产生高度依赖， 戒烟需要专业帮助，仅仅建议是不够的。医学研究显示，在戒烟药物联合专业心理和行为方式的帮助 下，可以大幅提升戒烟成功率。 新京报记者 王卡拉 5月31日是世界无烟日。5月30日，在京东健康第一届戒烟行业论坛上发布的《2025控烟戒烟白皮书》 （以下简称"《白皮书》"）显示，受访的吸烟人群中，73.1%的人群吸香烟，26.9%吸电子香烟；有 85.8%的人群每天吸烟高达11-20支，相当于每天要抽一盒烟；吸烟男性约为女性的6倍，36岁-45岁为吸 烟人群第一梯队，约占40.5%；工作群体 ...

8月27日，据NMPA公示，石家庄四药提交的重酒石酸去甲肾上腺素注射液、间苯三酚注射液两大品种同日获批并视同通过一致性评价。据药融云数据库显 示，重酒石酸去甲肾上腺素注射液在2023年全国院内市场的销售额超15亿元。 截图来源：NMPA官网 重酒石酸去甲肾上腺素注射液属于临床必需易短缺药，也是国家医保甲类品种和基药品种。主要用于治疗急性心肌梗塞、体外循环、嗜铬细胞瘤切除等引起 的低血压，对血容量不足所致的休克或低血压，也可用于治疗椎管内阻滞时的低血压及心跳骤停复苏后血压维持。据药融云数据库显示，重酒石酸去甲肾上 腺素注射液在2023年全国院内市场的销售额超15亿元。 据库 截图来源：药融云全国医院销售数 | | | 间苯三酚注射液用于治疗消化道和胆道功能障碍引起的急性痉挛性疼痛；治疗急性痉挛性尿道、膀胱、肾绞痛；治疗妇科痉挛性疼痛。据药融云数据库显 示，该品种在2023年全国院内市场的销售额超8亿元，同比增长达11.08%。 截图来源：药融云全国医院销售 数据库 此前，间苯三酚注射液有27家企业拥有生产批文；在仿制药布局方面，湖南科伦制药、山东新时代药业等38家报产在审。2024年至今，石家庄四药有盐酸利 多 ...

作为一项具有传染特性的疾病，蠕形螨睑缘炎在全球范围内已有数亿患者，全球范围内的患病率在41%到79%不等。弗若斯特沙利文数据显示，2021年全球 蠕形螨睑缘炎的患者人数已有约4.68亿人，预计到2025年及2030年全球患者将分别达约4.85亿人及5.06亿人，其中中国患者将分别于2025年及2030年增加至 5,950万人及5,980万人。 智通财经APP获悉，受利好消息带动，远大医药(00512)股价在5月以来持续走高，并于5月23日盘中触及9.20港元的历史高位，月内涨幅近50%，较年初低位 已经实现超过翻倍的增长。 5月25日，公司再度迎来重磅产品的进展利好，其用于治疗蠕形螨睑缘炎的全球创新眼科药物GPN01768(TP-03，洛替拉纳滴眼液，0.25%)已在中国澳门获批 上市，将为该地区的蠕形螨睑缘炎患者提供全新治疗方案。 据悉，GPN01768为全球首款及唯一一款FDA批准用于治疗蠕形螨睑缘炎的创新药物，远大医药拥有其在大中华区的独家开发、生产及商业化权益，早前该 产品国内新药上市申请(NDA)已获得国家药监局的受理。此次GPN01768落地中国澳门，不仅为该产品未来在粤港澳大湾区的上市提供助力， ...