7月10日，慢性肾脏病新药开同®复方α-酮酸片300片在京东健康线上首发。该药为肾脏营养原研药物， 由费森尤斯卡比公司研发。京东健康将充分发挥自身全渠道优势和医疗健康服务能力，提升这款新药的 可及性，帮助慢性肾脏病患者获得更便捷、更经济的长期治疗方案，降低断药和停药风险，提升患者长 期用药依从性。 开同®复方α-酮酸片的生产企业费森尤斯卡比是德国费森尤斯集团旗下的核心业务公司，长期专注于为 重症及慢性病患者提供高质量的医疗解决方案。深耕中国市场四十余年，费森尤斯卡比在药品、临床营 养、医疗器械等领域均积累了深厚的专业实力。 京东健康联合包括费森尤斯卡比在内的药企合作伙伴，致力于为患者提供优质的药品供给。此外，京东 健康率先在行业内打通"医+检+诊+药"全链路闭环，能为各类慢性病患者提供更便捷、更科学、更专业 的一站式诊疗方案。 未来，京东健康将继续深化药企合作，在进一步提升慢性病所需药品可及性的同时，持续优化患者的长 期用药体验，推动我国慢性病防治水平的提升。 慢性肾脏病是威胁人类健康的主要疾病之一。根据《柳叶刀》最新研究数据，目前我国成人慢性肾脏病 患者达1.323亿，患病率达10.8%，即每10个人中就有 ...

Core Viewpoint - The company, Anglikang, is navigating challenges such as deepening centralized procurement policies and restructuring of the pricing system while maintaining a focus on an integrated "raw materials + formulations" industry chain layout, emphasizing both generic drug development and innovation in new drugs [1][8]. Financial Performance - In 2024, the company achieved total operating revenue of 1.538 billion yuan and a net profit attributable to shareholders of 80 million yuan [1]. Generic Drug Strategy - Anglikang has a strong presence in the generic drug sector, particularly in oral cephalosporin antibiotics and cardiovascular drugs, and is actively optimizing its marketing and product structure to ensure stable market share growth amid intensified procurement policies [2]. - The company successfully increased sales of its key products, such as the left-handed amlodipine besylate tablets, and saw a 44.81% year-on-year increase in sales of cefaclor sustained-release tablets, marking new growth points [2]. International Expansion - The company is advancing its international strategy by submitting registration applications for several cephalosporin raw materials in countries like India, Vietnam, Brazil, and South Korea, while also preparing for EU registration [3]. - The specialty intermediate business, driven by overseas orders, achieved a 33.69% year-on-year growth, supported by international certifications [3]. R&D Investment - Despite industry-wide profit compression, Anglikang increased its R&D investment to 230 million yuan in 2024, a 33.74% increase, representing 14.99% of its operating revenue, reflecting its commitment to innovation [4]. - The company is advancing both independent and collaborative R&D efforts, with multiple new products receiving drug registration certificates during the reporting period [4]. Subsidiary Developments - Subsidiaries like Keri Bio have secured patents and contributed to national standards, showcasing their technological leadership in plant-derived steroid drugs [5]. Sustainable Development - Anglikang is focused on optimizing production processes and promoting green manufacturing, achieving energy savings and emission control goals in 2024 [6]. - The company is transitioning cephalosporin products from traditional chemical methods to enzyme methods, indicating progress in sustainable practices [7]. Industry Positioning - The pharmaceutical industry is undergoing significant changes, with centralized procurement becoming normalized, which raises demands for cost control and product innovation [8]. - Anglikang aims to create a virtuous cycle of development by balancing generic and innovative drug strategies, positioning itself for sustainable growth in the long term [8].

证券代码：002940 证券简称： 昂利康 浙江昂利康制药股份有限公司投资者关系活动记录表 编号：2025-001 | 投资者关系活 | 特定对象调研 □分析师会议 | | --- | --- | | 动类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | 现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称 | 浙江凛冬资产管理有限公司吴真军 | | 及人员姓名 | | | 时间 | 2025 年 4 月 30 日上午 8 点 30 分 | | 地点 | 公司二楼小会议室 | | 上市公司接待 | 董事会秘书、副总经理：孙黎明 | | 人员姓名 | 证券事务代表：王燕红 | | | 问答与交流 | | | 年一季度营收较 1、2024 年营收较上年度有所下降，2025 | | | 上年同期有所下降，主要原因 | | | 答：2024 年度营业收入较 年度同比下降 5.41%，主要 2023 | | 投资者关系活 | 原因是左益受集采影响退出医院市场及 2024 年第二季度开始 | | 动主要内容介 | 实施"四同"政策，导致该产品 年度在销量和销售 ...

| 持平稳甚至略有增长。 | | --- | | 公司近几年原料药业务基本保持稳定，特色中间体业务表 | | 现较为亮眼，而存量业务中下降最为明显的是苯磺酸左氨氯地 | | 平片。因国采执行以及"四同"政策的实施导致该品种从 2023 | | 年下半年开始销售量和销售价格都陆续受到影响，但其未来仍 | | 是公司的主要现金流品种之一，公司将继续围绕院外市场深入 | | 挖掘其潜力。同时，随着公司制剂新产品的陆续获批上市，公 | | 司将通过积极参与国家或地方集采等措施，逐步改变单一品种 | | 为主的制剂管线格局。 | | 在研发布局上，公司在完成现有仿制药管线布局后，未来 | | 会将更多精力逐步投向改良型新药和创新药的筛选，从而实现 | | 从仿制药为主逐步向特色仿制药、改良型新药和创新药相结合 | | 的"仿创协同"的战略转型。 | | 2025 年第一季度业绩表现不佳的主要原因一是因为抗生素 | | 医院端需求的下降导致头孢产品收入受到影响；二是去年一季 | | 度"四同"政策尚未开始实施，左益的销量和价格在 2024 年第 | | 一季度均处于高位，今年一季度左益较上年同期下降明显。除 | | 上述 ...