Core Viewpoint - The announcement of the 2025 National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug Catalog, along with the first edition of the Commercial Health Insurance Innovative Drug Catalog, highlights the inclusion of several new drugs from various pharmaceutical companies, indicating potential growth opportunities in the healthcare sector [1][5]. Group 1: New Drug Inclusions - Green Leaf Pharmaceutical has five new products included in the 2025 National Medical Insurance Drug Catalog or the Commercial Health Insurance Innovative Drug Catalog, including MiMeiXin and RuiBaiLai, marking significant advancements in pain management and treatment options [2][6]. - RoXin Pharmaceutical's core innovative drug, TaiXinZan, has been included in the 2025 National Medical Insurance Drug Catalog, achieving full coverage for its approved indications [6][7]. - Dongcheng Pharmaceutical's product, Technetium-99m labeled Tetrakis, has been successfully included in the National Medical Insurance Drug Catalog, filling a gap in the market for myocardial perfusion imaging agents [8][9]. Group 2: Stock Performance - As of December 8, Green Leaf Pharmaceutical's stock price reached 3.05 yuan, reflecting a 40.55% increase since the beginning of the year [2][6]. - RoXin Pharmaceutical's stock price was 5.18 yuan as of December 9, showing a 35.6% increase year-to-date [7][8]. - Dongcheng Pharmaceutical's stock price was 14.66 yuan as of December 9, with a year-to-date increase of 20.26% [8][9]. - Rongchang Bio's stock price reached 85.29 yuan as of December 9, marking a significant increase of 183.25% since the start of the year [9]. Group 3: Innovative Treatments - MiMeiXin is noted as the first oral naloxone formulation in China for pain management, while RuiBaiLai offers a unique long-acting injection regimen [2][6]. - TaiXinZan has demonstrated superior efficacy in eradicating Helicobacter pylori compared to traditional treatments, showcasing its innovative therapeutic mechanism [7]. - HaiPuYi, a product from LuNan Pharmaceutical, has been included in the first edition of the Commercial Health Insurance Innovative Drug Catalog, addressing a critical shortage in the treatment of phenylketonuria [9].

截至2025年12月8日收盘，东诚药业（002675）报收于14.8元，较前一交易日下跌0.54%，最新总市值为 122.04亿元。该股当日开盘15.08元，最高15.25元，最低14.76元，成交额达1.03亿元，换手率为0.93%。 最新公告列表 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 同日，公司发布公告称，根据国家医疗保障局、人力资源社会保障部发布的《国家基本医疗保险、生育 保险和工伤保险药品目录（2025年）》，其全资子公司南京江原安迪科正电子研究发展有限公司的锝 [99mTc]替曲膦注射液被纳入该目录，适应症为用于诊断患有或疑似冠状动脉疾病成人的心肌灌注显 像。公告指出，该产品纳入医保目录将有利于市场推广和未来销售，但因目录自2026年1月1日起执行， 暂不会对公司经营业绩构成重大影响。 《关于锝[99mTc]替曲膦注射液纳入医保目录的公告》 《关于控股子公司获得药物临床试验批准通知书的公告》 ...

Group 1: National Medical Insurance Directory Inclusion - Heng Rui Medicine has multiple drugs included in the 2025 National Medical Insurance Directory [1] - Xing Qi Eye Medicine has 39 products continuing to be included in the National Medical Insurance Drug Directory [1] - Bei Da Pharmaceutical has four products included in the National Medical Insurance Drug Directory [1] - Junshi Biosciences has added indications for Tuoyi® and included Junshida® in the National Medical Insurance Directory [1] - Zhongsheng Pharmaceutical's innovative drug Angladiwei tablets have been included in the National Medical Insurance Directory through negotiation [1] - Yiling Pharmaceutical's subsidiary has its exclusive product Qifang Nasal Tablets included in the National Medical Insurance Directory, totaling 12 exclusive patented traditional Chinese medicine products [1] - Aosaikang's product Liratinib tablets (Aoyi Xin®) has been included in the 2025 National Medical Insurance Directory [1] - Kanghong Pharmaceutical's product Kangbai Xip eye injection (Langmu) has been included in the 2025 National Medical Insurance Directory [1] - Dongcheng Pharmaceutical's Technetium-99m injection has been included in the medical insurance directory; its subsidiary has received clinical trial approval for 177Lu-LNC1009 injection [1] - Micron Biomedical's Sidabena tablets have been included in the National Medical Insurance Directory for regular Class B management [1] - Haichuang Pharmaceutical's Deuteroenzalutamide soft capsules have been included in the National Medical Insurance Directory for the first time [1] - Huadong Medicine's subsidiary products and cooperative products have been included in the National Medical Insurance and commercial insurance innovative drug directory [1] - Aidi Pharmaceutical's two anti-HIV innovative drugs continue to be included in the National Medical Insurance Directory through a simplified renewal process [1] Group 2: Corporate Developments - Hengyin Technology has signed a cooperation agreement with Muxi Co., focusing on the domestic GPU scenario [1] - Jia Jian Co. is planning a change in control, with stock resuming trading on December 8 [2] - Gu Ao Technology's actual controller is planning a change in control, leading to stock suspension [2] Group 3: Financial Performance - Tianbang Food reported a commodity pig sales revenue of 654 million yuan in November, a month-on-month increase of 7.66% [3] - Tian Ci Materials' controlling shareholder has committed not to reduce company shares [3]

Group 1 - The core announcement is that Yantai Dongcheng Pharmaceutical Group Co., Ltd.'s subsidiary, Yantai Lanacheng Biotechnology Co., Ltd., has received approval from the National Medical Products Administration for the clinical trial of the drug 177Lu-LNC1009 injection, which targets advanced malignant solid tumors [1][2] - The drug 177Lu-LNC1009 is a dual-target radioactive therapy aimed at FAP-positive and integrin αvβ3-positive patients, showing potential for improved tumor targeting and treatment efficacy [2][3] - The total research and development investment for 177Lu-LNC1009 has reached approximately 13.579 million yuan [2] Group 2 - The company announced that its full subsidiary, Nanjing Jiangyuan Andico Positron Research and Development Co., Ltd., has had its product, Technetium-99m (99mTc) Tetrofosmin injection, included in the National Medical Insurance Directory for 2025, which is expected to enhance market accessibility and promote sales [4] - The inclusion in the medical insurance directory will officially take effect on January 1, 2026, and is not expected to have a significant impact on the company's financial performance in the short term [4]

Core Points - The National Healthcare Security Administration (NHSA) announced changes to the drug list for basic medical insurance, with six drugs undergoing form review changes, including two drugs that did not pass the review [1][3] - The two drugs that failed the review are injectable risperidone microspheres and injectable triptorelin, both of which are exclusive products from Zhejiang Shengzhao Pharmaceutical Co., Ltd. and Ipsen, respectively [2][3] - The injectable risperidone microspheres have a global market size of $490 million in 2022, with expectations to reach 920 million yuan in China by 2030 [3] Drug Review Changes - Six drugs had their form review results changed, with injectable risperidone microspheres and injectable triptorelin being excluded from the basic medical insurance directory [3][4] - Injectable risperidone microspheres, approved in February 2023, is the first generic version in China for treating mental disorders, while injectable triptorelin was approved in 2023 for treating precocious puberty and prostate cancer [3][4] Commercial Health Insurance Innovations - The newly established commercial health insurance innovative drug directory has gained attention, with 121 drugs passing the form review, including CAR-T and nuclear medicine therapies [5] - CAR-T therapy has faced challenges in entering the insurance directory due to high costs, but five CAR-T products have now passed the form review for the commercial health insurance directory [5] - Nuclear medicine, known for its precision in targeting cancer cells, has also seen several products approved, including technetium-99m and fluorine-18 labeled drugs [6] Future Developments - Negotiations and price discussions for the drug directory adjustments will take place from September to October, with results expected to be announced in November [7]