截至本公告披露日，上述增持主体以自有资金通过上海证券交易所交易系统以集中竞价交易方式累计增 持股份12万股，占公司总股本的0.0212%，累计增持金额人民币185.04万元，本次增持计划实施完毕。 格隆汇12月9日丨康缘药业(600557.SH)公布，公司于2025年11月8日披露了公司《关于公司部分董事、 高级管理人员自愿增持公司股份计划的公告》，董事兼总经理杨永春先生、董事高海鑫先生、董事陈学 斌先生、副总经理刘权先生、副总经理王传磊先生、副总经理潘宇先生基于对公司未来发展的信心以及 对公司长期投资价值的认可，计划自2025年11月10日起1个月内，通过上海证券交易所交易系统以集中 竞价的方式，以自有资金增持公司股份数量合计不低于12万股。 ...

康缘药业公告，公司董事兼总经理杨永春、董事高海鑫、董事陈学斌、副总经理刘权、副总经理王传 磊、副总经理潘宇基于对公司未来发展的信心及对公司长期投资价值的认可，计划自2025年11月10日起 1个月内，通过上海证券交易所交易系统以集中竞价方式增持公司股份，合计不低于12万股。截至本公 告披露日，上述增持主体累计增持股份12万股，占公司总股本的0.0212%，累计增持金额人民币185.04 万元，本次增持计划实施完毕。 ...

Group 1 - The company announced that its unique products, Wenyang Jiedu Granules and Yunu Jian Granules, have been included in the National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug Catalog (2025) through negotiations [2] - The company is the first in the domestic market to have its generic drug, Sumatriptan and Naproxen Sodium Tablets, included in the same catalog [2]

Group 1 - The core announcement is that Kangyuan Pharmaceutical (600557.SH) has had its products included in the National Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug Catalog for 2025 [1] - The company’s exclusive products, Wenyang Jiedu Granules and Yunu Decoction Granules, have been included in the catalog [1] - The first generic drug, Sumatriptan Nasal Spray, has also been successfully negotiated for inclusion in the National Basic Medical Insurance Drug Catalog for 2025 [1]

Core Viewpoint - Kangyuan Pharmaceutical (600557.SH) announced that its exclusive products, Wenyang Jiedu Granules and Yunu Decoction, along with the first domestic generic drug, Sumatriptan Naproxen Sodium Tablets, have been included in the National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug Catalog for 2025 [1] Group 1 - The National Healthcare Security Administration and the Ministry of Human Resources and Social Security issued a notification regarding the inclusion of specific drugs in the 2025 insurance catalog [1] - Kangyuan Pharmaceutical's products are now part of the National Basic Medical Insurance, which may enhance their market accessibility and sales potential [1] - The inclusion of the first domestic generic drug indicates a significant milestone for the company in the competitive pharmaceutical market [1]

Core Insights - Jiangsu Kangyuan Pharmaceutical Co., Ltd. has announced the inclusion of its unique products, including Wenyang Jiedu Granules and Yunu Decoction, in the National Medical Insurance Directory for 2025, along with the first generic version of Sumatriptan and Naproxen Sodium Tablets [1][2] Group 1 - The company has a total of 123 products included in the National Medical Insurance Directory for 2025, with 48 classified as Category A and 75 as Category B [2] - The payment scope for the company's unique product, Ginkgo Biloba Diterpene Glycoside Ammonium Injection, has been slightly adjusted, now allowing payment only for hospital stays [1] - The company has also had its non-exclusive product, Posaconazole Enteric-Coated Tablets, have payment restrictions lifted, and several new products have been approved for inclusion in the 2025 directory [1][2] Group 2 - The addition of new drug varieties to the National Medical Insurance Directory is expected to drive growth in market promotion and sales for the company, enhancing its research and development innovation and brand influence [2] - The impact of these changes on the company's short-term performance is currently difficult to estimate [2]

证券简称：康缘药业 证券代码：600557 公告编号：2025-038 江苏康缘药业股份有限公司 关于公司部分药品纳入《国家医保目录》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。 2025年12月7日，国家医保局、人力资源社会保障部发布了《关于印发<国家 基本医疗保险、生育保险和工伤保险药品目录>以及<商业健康保险创新药品目 录>（2025年）的通知》（医保发〔2025〕33号）。根据该通知，江苏康缘药业 股份有限公司（以下简称"公司"）独家品种温阳解毒颗粒、玉女煎颗粒，国内 首家仿制药品种舒马普坦萘普生钠片首次通过谈判纳入《国家基本医疗保险、生 育保险和工伤保险药品目录（2025年）》（以下简称"《国家医保目录》（2025 年版）"）。具体情况如下： 一、首次纳入国家医保目录品种情况 （一）温阳解毒颗粒 药品名称：温阳解毒颗粒 批准文号：国药准字C20240004 规格：每袋装15g（相当于饮片33.33g） 是否独家品种：是 医保目录药品分类代码：ZA06CA 医保目录药品分类：内科用药.化痰、止咳、平喘剂.清热 ...

Market Overview - The traditional Chinese medicine sector experienced a decline of 0.28% on December 8, with Weikang Pharmaceutical leading the drop [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Stock Performance - Notable gainers in the traditional Chinese medicine sector included: - Xinguang Pharmaceutical (300519) with a closing price of 17.34, up 3.96% and a trading volume of 131,800 shares, totaling 229 million yuan [1] - Kanghui Co., Ltd. (603139) closed at 22.35, up 2.48% with a trading volume of 20,300 shares, totaling 45.04 million yuan [1] - Conversely, Weikang Pharmaceutical (300878) saw a significant decline of 8.00%, closing at 22.66 with a trading volume of 110,800 shares, totaling 251 million yuan [2] Capital Flow - The traditional Chinese medicine sector experienced a net outflow of 723 million yuan from institutional investors, while retail investors saw a net inflow of 469 million yuan [2] - The capital flow for specific stocks showed: - Yunnan Baiyao (000538) had a net inflow of 26.56 million yuan from institutional investors, while retail investors had a net outflow of 6,450 yuan [3] - Kang Enbei (600572) reported a net inflow of 21.85 million yuan from institutional investors, with a net outflow of 1.92 million yuan from retail investors [3]

（文章来源：证券日报） 证券日报网讯 12月2日，康缘药业在互动平台回答投资者提问时表示，公司始终高度重视与资本市场的 沟通，接待机构调研是上市公司与资本市场沟通的重要桥梁之一。 ...

Core Insights - The demand for traditional Chinese medicine (TCM) has significantly increased due to the rise in respiratory diseases during the autumn and winter flu season, with multiple pathogens like influenza and respiratory syncytial virus circulating [1] - Companies with reliable evidence-based data and clinically recognized TCM products are expected to benefit in the long term during the flu season [2] Group 1: Market Dynamics - The current flu activity in China is in a rapid upward phase, with sentinel hospitals reporting a continuous increase in flu-like cases [1] - The complexity of respiratory diseases this year, particularly in southern humid regions, has made multi-target, compound TCM more advantageous for managing various symptoms [1] Group 2: Company Performance - Kangyuan Pharmaceutical has seen a surge in demand for its respiratory products, leading to increased production to meet market supply pressures [2] - The company's oral liquid product, Jinzhen Oral Liquid, generated revenue of 1.359 billion yuan in the first three quarters of this year, accounting for 58% of its total revenue [2] Group 3: Product Development - Kangyuan's product line for respiratory and infectious diseases has formed a complete matrix covering prevention and treatment for various symptoms, including products like Hot Toxin Ning Injection and Jinzhen Oral Liquid [2][3] - The Hot Toxin Ning Injection has completed multiple RCT clinical studies, demonstrating its effectiveness in alleviating symptoms caused by viral infections [3] Group 4: Financial Performance - In the first half of 2025, Kangyuan reported revenue of 1.642 billion yuan and a net profit of 142 million yuan, with significant growth in various product categories [4] - The injection revenue reached 506 million yuan, while oral liquid revenue was 279 million yuan, indicating a robust performance across different dosage forms [4][5] Group 5: Strategic Outlook - The simultaneous growth of multiple dosage forms indicates a recovery in the usage of respiratory products during the winter disease season, enhancing the company's market adaptability [5] - Experts believe that TCM's multi-target advantages will continue to provide significant value in managing respiratory diseases in the future [5]