一、通知书基本信息 药品名称：阿司匹林肠溶片 受理号：CYHB2450410 证券代码：600056 证券简称：中国医药 公告编号：临2025-069号 中国医药健康产业股份有限公司 关于子公司获得药品补充申请批准通知书的公告 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。 近日，中国医药健康产业股份有限公司（以下简称"公司"）下属全资子公司天方药业有限公司（以下简 称"天方药业"）收到国家药品监督管理局（以下简称"国家药监局"）核准签发的阿司匹林肠溶片（以下 简称"该药品"）《药品补充申请批准通知书》，该药品通过仿制药质量和疗效一致性评价。现将有关情 况公告如下： 通知书编号：2025B03783 剂型：片剂 规格：100mg 注册分类：化学药品 上市许可持有人：天方药业有限公司 审批结论：根据《中华人民共和国药品管理法》、《国务院关于改革药品医疗器械审评审批制度的意 见》（国发［2015］44号）和《关于仿制药质量和疗效一致性评价工作有关事项的公告》（2017年第 100号）的规定，经审查，同意本品增加100mg规格的补充 ...

格隆汇8月25日丨中国医药(600056.SH)公布，下属全资子公司天方药业有限公司（简称"天方药业"）收到国家药品监督管理局核准签发的阿司匹林肠溶片《药品补充申请批准通知书》，该药 ...

Group 1 - The core point of the article is that China Medical (600056.SH) announced that its wholly-owned subsidiary Tianfang Pharmaceutical has received approval from the National Medical Products Administration for the supplement application of enteric-coated aspirin tablets, which have passed the consistency evaluation of quality and efficacy for generic drugs [1] - The enteric-coated aspirin tablets are primarily used for the treatment of unstable angina, acute myocardial infarction, prevention of recurrent myocardial infarction, post-arterial vascular surgery or interventional surgery, prevention of transient ischemic attacks, and prevention of cerebral infarction after early symptoms have appeared [1]

中国医药公告，子公司天方药业收到国家药监局核准签发的阿司匹林肠溶片《药品补充申请批准通知 书》，该药品通过仿制药质量和疗效一致性评价。该药品主要用于不稳定性心绞痛、急性心肌梗死等的 治疗，原研厂家为拜耳。国内已有20家企业通过或视同通过该药品的一致性评价。2024年该药品国内公 立医院及公立基层医疗终端年销售额约为28亿元，2025年第一季度销售额约为8亿元。 ...

Core Viewpoint - Shuyou Shen is gaining market attention as an innovative drug development and commercialization company, focusing on clinical value and advancing its pipeline projects through strategic partnerships and external capital infusion [1][2]. Group 1: Company Strategy and Developments - The establishment of the subsidiary Beijietai in Wuxi is aimed at leveraging the favorable business environment and support for biopharmaceutical innovation [1][2]. - Shuyou Shen has received a total of 200 million yuan from the Jin Yi Yuan Li Fund for capital increase and equity transfer, indicating strong external investment interest [1]. - The company is committed to a strategy of innovation-driven development, focusing on differentiated competition and advancing drug commercialization [1][2]. Group 2: R&D Focus and Pipeline - Shuyou Shen is concentrating resources on clinical-stage projects with clear commercialization potential, particularly in areas such as neurological diseases, respiratory and critical care, infectious diseases, and autoimmune diseases [4]. - The company has multiple projects in clinical trials, with STSA-1002 and BDB-001 nearing completion of Phase II trials, and BDB-001 recognized as a breakthrough therapy by the National Medical Products Administration in 2023 [4]. - The company is also exploring the application of artificial intelligence in drug development to enhance efficiency and reduce costs [5][6]. Group 3: Market Position and Product Offerings - Shuyou Shen's main marketed products include innovative biopharmaceuticals such as Su Tai Sheng (injection of mouse nerve growth factor) and Shuyai Qing (compound polyethylene glycol electrolyte solution) [6]. - The company is actively iterating on its existing products, with new formulations launched since 2022 to improve patient compliance and accessibility [6].

Core Insights - The report indicates that the Chinese healthcare service market is expected to exceed 10 trillion RMB in 2024, driven by an aging population and increasing demand for chronic disease management and rehabilitation care [1][5][7] - The integration of technology and healthcare is transforming the industry, with AI models and robotic technologies enhancing diagnostic and treatment efficiency [1][19] Market Overview - The Chinese healthcare service market has grown from approximately 4 trillion RMB in 2015 to about 9 trillion RMB in 2023, with a projected compound annual growth rate (CAGR) of 10-12% [7][8] - By the end of 2024, the total number of healthcare institutions in China is expected to reach 1.092 million, with a notable increase in grassroots medical institutions [9][10] Demographic Changes - The aging population is a significant driver of healthcare demand, with 60 years and older population reaching 310 million (22% of the total population) by 2024 [10][11] - The low birth rate is impacting obstetrics and pediatrics, leading to a decline in resources in these areas, while assisted reproductive technology is gaining traction due to policy support [11][15] Policy and Regulatory Environment - The healthcare reform in 2024 is characterized by stringent drug price controls and anti-corruption measures, which are reshaping the industry towards quality over quantity [16][20] - The implementation of DRG (Diagnosis-Related Group) payment systems and the promotion of the Sanming healthcare reform model are driving hospitals to optimize service structures [22][23] Investment Trends - The A-share healthcare service sector experienced volatility in 2024, with a total of 29 merger and acquisition transactions valued at 6.3 billion RMB, focusing on consumer and serious medical fields [2][24] - The Hong Kong market has become a key exit for domestic healthcare companies, with several firms successfully listing and attracting significant investment [41][42] Technological Integration - The integration of AI and other advanced technologies is revolutionizing healthcare delivery, with AI models achieving high accuracy in clinical applications [19][20] - The development of smart healthcare systems is essential for improving service delivery and efficiency in the face of increasing demand [23][24] Market Challenges and Opportunities - The healthcare service sector is facing challenges from regulatory pressures and market fluctuations, but opportunities exist in specialized medical fields and technological advancements [24][29] - The shift towards value-based care and the emphasis on high-quality services are expected to create new growth avenues for healthcare providers [22][23]

Core Viewpoint - The company has made significant progress in product approvals and innovation, enhancing its market position and revenue potential in the pharmaceutical industry. Group 1: Product Approvals and Sales - In 2025, the company received multiple product approvals, including Mecobalamin tablets and enteric-coated Aspirin tablets, which will enrich its product line in the nervous system category [1] - The sales revenue for Mecobalamin tablets in Chinese public medical institutions was approximately 1.431 billion yuan in 2023, while the sales for enteric-coated Aspirin tablets reached about 3.3 billion yuan [1] Group 2: Research and Development - The company is focusing on R&D in various therapeutic areas, including cardiovascular, analgesics, digestive system, anti-metabolic, nervous system, and narcotic drugs, with over 100 drugs in the development pipeline [2][3] - It has established multiple large R&D platforms and is advancing several first-class innovative drugs, such as OAB-14 for Alzheimer's treatment [2] - The company emphasizes collaboration with academic institutions and has partnerships with over 50 domestic and international research organizations [3] Group 3: Financial Performance - In Q1 2025, the company reported a revenue of 2.43 billion yuan and a net profit of 112 million yuan [4] - For the year 2024, the total revenue was 8.466 billion yuan, reflecting a year-on-year growth of 4.51%, while the net profit was 470 million yuan, slightly declining due to price reductions aimed at market capture [4] - The company plans a high dividend distribution, proposing a payout of 2.5 yuan per 10 shares (including tax) for 2024 [4]

Core Viewpoint - The article discusses the impact of the recent drastic price cuts in the pharmaceutical industry, particularly focusing on the implications of the tenth batch of centralized procurement and the challenges faced by companies involved in the production of generic drugs [1][2]. Group 1: Centralized Procurement and Price Cuts - The tenth batch of centralized procurement has led to unprecedented price cuts, with some drugs like the injection of isopropyl phenol being bid at extremely low prices, raising concerns about quality and sustainability [2][4]. - The price of isopropyl phenol injection was bid at 0.22 yuan per unit, a 92.36% drop from the highest effective bid of 2.8805 yuan, highlighting the aggressive competition among 36 companies [4][5]. - The involvement of B-class pharmaceutical companies, which often outsource production and have minimal investment in R&D, has increased significantly, leading to a more competitive and potentially unstable market environment [10][11]. Group 2: Regulatory Challenges and Company Responses - Two companies, Haimeizhisun and Sichuan Taiji, faced penalties for failing to meet quality standards, resulting in an 18-month suspension from national procurement, indicating the regulatory scrutiny in the industry [2][3][4]. - The rapid increase in B-class companies, from 140 in January 2021 to 1172 by November 2023, reflects a shift in the industry where many companies prioritize low-cost production over quality assurance [10][11]. - The article notes that many B-class companies lack adequate quality management, leading to potential risks in drug production and compliance with regulatory standards [11][12]. Group 3: Market Dynamics and Competitive Pressures - The intense competition has forced companies to shorten drug development cycles, with some projects being completed in as little as 12 months, raising concerns about the thoroughness of research and development [18][19]. - Companies are increasingly focusing on cost control, with a shift towards using domestic raw materials to reduce expenses, reflecting the pressure to maintain profitability amid price cuts [21][22]. - The article highlights a trend where companies are reducing R&D budgets and personnel, leading to a decline in innovation and a potential long-term impact on the industry [22][23].

凤凰网《风暴眼》出品 文｜玲子 2024 年底，北方一家制药公司的办公室里，几位研发、采购人员围坐一圈，在稿纸上、白板上疾笔写下一串串数字。 3 分钱 / 片的阿司匹林肠溶 片、 0.22 元 / 支的间苯三酚注射液，按照理论成本，无论换多少种计算方法，他们也算不出这个价格。此时，第十批集采的中标价刚刚出炉，整个 医药圈都骚动起来。 "至少需要五六毛！"有人把笔一搁，最后一轮演算，成本价最多还是只能压到这里。研发主管郭青沉思片刻，试图给出合理解释："估计是为了打出 品牌"。马上有人附和："如果企业技术很厉害，应该有更好的方式控制成本吧……" 郭青在仿制药研发领域摸爬滚打了七年，经手过 50 余个研发项目。他所在的公司曾参与集采竞标，有几款产品顺利中标。通常，他会遇到两三毛钱 的压价，觉得这在预期范围之内，规模效应带来的持续订单和利润，与暂时的让价相比，总是更有诱惑力的。但第十批集采的激烈厮杀，他却前所未 见。 而近期，就在第十批集采落地前夕，饱受争议的超低价中标药间苯三酚注射液忽然被曝出不符合要求，两家涉事药企遭同步重罚 —— 委托方四川海 梦智森生物制药有限公司（下称"海梦智森"）与受托方太极集团四川太极制 ...

| | 2024 年 | 2023 年 | 本年比上年增减 | 21 | | --- | --- | --- | --- | --- | | 营业收入(元) | 324,815,960.70 | 364, 175, 426. 91 | -10. 81% | 548 | | 归属于上市公司股东 的净利润(元) | -144,842,559.91 | -398, 892, 799. 55 | 63.69% | -197 | | 归属于上市公司股东 的扣除非经常性损益 的净利润(元) | -153,625,576.80 | -406, 302, 753. 62 | 62. 19% | -205 | | 经营活动产生的现金 | -63, 682, 894. 36 | -228, 319, 173. 72 | 72. 11% | -175 | 分产品来看，报告期内，舒泰清实现销售收入1.79亿元，占营业收入的55.16%，较去年同期下降8.20%；苏肽生实现销售收入1.34亿元，占营业收入的 41.21%，较去年同期下降17.30%；复方聚乙二醇(3350)电解质散（舒斯通）纳入《2023年国家医保目录》，报告期内贡献 ...