Guangdong Zhongsheng Pharmaceutical Co Ltd

Zhongsheng Pharmaceutical announced on the evening of October 7 that ZSP1601 tablets, a Class 1 innovative drug independently developed by its controlling subsidiary Guangdong Zhongsheng Ruichuang Biotechnology Co., Ltd., have been included in the Breakthrough Therapy Designation by the Center for Drug Evaluation of the National Medical Products Administration. The drug is intended for the treatment of metabolic dysfunction-associated steatohepatitis, or MASH, and is a first-in-class innovative drug with global independent intellectual property rights and a novel mechanism of action for treating MASH.

ZhongSheng Pharmaceutical announced that its controlling subsidiary ZhongSheng Ruichuang has obtained top-line analysis data from the Phase III clinical trial, REBUILDING-2, of its independently developed Class 1 innovative peptide drug RAY1225 injection in overweight or obese participants, meeting the primary endpoint. Results showed that the 9 mg group of RAY1225 injection achieved a 22.24 percent reduction in body weight from baseline, or 20.46 percent after placebo adjustment, with weight-loss response rates and improvements in cardiometabolic indicators significantly better than placebo, and a favorable safety profile. The company cautioned that complete results are subject to the final clinical study report, and that drug approval remains uncertain.

Guanghui Energy expects net profit attributable to shareholders of the listed company for the first three quarters of 2026 to be between 2.70 billion yuan and 2.80 billion yuan, up 166.83% to 176.71% year on year. On the same day, several listed companies disclosed earnings forecasts for the first three quarters. Dongyue Silicone Materials expects net profit of 547 million yuan to 567 million yuan, up 19,050% to 19,750% year on year. Ben Chuan Intelligent expects net profit of 96 million yuan to 144 million yuan, up 190.24% to 335.36%. Amlogic expects net profit of 1.26 billion yuan to 1.31 billion yuan, up 80.58% to 87.74%. Dinglong shares expects net profit of 840 million yuan to 860 million yuan, up 61.72% to 65.57%. Yonghe shares expects net profit of 760 million yuan to 860 million yuan, up 61.96% to 83.27%. In company news, Xiongshu Technology is planning to acquire no more than 80% equity in Shenzhen Xinyuan New Materials by cash, with the overall valuation of 100% equity of the target company tentatively set at no more than 800 million yuan. Lianjian Technology plans to acquire equity in Zhejiang Huazhou Intelligent Equipment by cash of no more than 325 million yuan and obtain 51.10% equity through capital increase. The Phase III clinical trial of RAY1225 injection, a Class 1 innovative peptide drug independently developed by Zhongshan Rui Chuang, a holding subsidiary of Zhongsheng Pharmaceutical, in overweight or obese participants has obtained top-line analysis data and met the primary endpoint. In buybacks, Andeli plans to repurchase no less than 120 million yuan and no more than 180 million yuan of company shares, and Huaming Equipment plans to repurchase no less than 150 million yuan and no more than 250 million yuan, both for employee stock ownership plans or equity incentives. On the capital side, trading public information on October 8 showed that Zhongshi Technology received net institutional seat buying of 332 million yuan, accounting for 9.93% of total turnover. OGAWA received net institutional seat buying of 98.4992 million yuan, accounting for 12.62% of total turnover.

ZhongSheng Pharmaceutical announced on September 29 that the company has obtained the Drug Registration Certificate for Emedastine Difumarate Eye Drops issued by the National Medical Products Administration. The drug is an ophthalmic preparation with a specification of 0.05% (5 ml: 2.5 mg), classified as a Category 4 chemical drug. According to the Menet database, total sales of Emedastine Difumarate Eye Drops from 2023 to 2025 were 88.08 million yuan, 81.55 million yuan, and 97.73 million yuan respectively. In the first half of 2026, ZhongSheng Pharmaceutical achieved revenue of 1 billion yuan and net profit attributable to the parent company of 111 million yuan.

The positive rate for COVID-19 tests has recently climbed to 20.3%, driving up market demand for antiviral drugs. Yet physical pharmacies are widely out of stock, with some staff even recommending anti-flu medications such as oseltamivir and baloxavir marboxil. Six domestically developed oral COVID-19 treatments have now been approved in China, including Genuine Biotech’s Jiebeian, Simcere Pharmaceutical’s Xiannuoxin, Junshi Biosciences’ Mindewei, Zonsen Pharmaceutical’s Leruiling, Cosunter’s Taizhongding, and Aisen Pharmaceutical’s Aoweining. However, multiple pharmacies reported that none of these drugs appeared in their inventories. Online platforms, by contrast, all have them available. Data from JD Pharmacy shows that transaction volumes for COVID-19 medications in July rose nearly fourfold month on month. Faced with surging demand, Simcere Pharmaceutical said it has activated an emergency production mechanism. Cosunter noted that sales of Taizhongding have increased and it will broaden hospital coverage. Junshi Biosciences has also launched an emergency plan to ensure supply. Industry insiders point out that earlier regulatory restrictions confined COVID-19 drugs mainly to hospitals and online sales, and they are calling for a reassessment of retail channel controls.

Guangdong ZhongSheng Pharmaceutical Co., Ltd.'s controlling subsidiary, Guangdong ZhongSheng Ruichuang Biotechnology Co., Ltd., has obtained a patent certificate from the Japan Patent Office. The patent is titled "Use of Polypeptide in Preparation of Drug for Treating and/or Preventing Diabetes, Obesity, and Related Diseases," with patent number 7886963. This patent is the core patent for the company's innovative structural polypeptide drug RAY1225 injection, which is under development. RAY1225 injection has dual agonist activity at GLP-1 and GIP receptors and has the potential to be an ultra-long-acting drug administered once every two weeks. The company is currently advancing Phase III clinical trials for obesity or overweight, known as REBUILDING-2, as well as Phase III trials for type 2 diabetes as monotherapy and in combination therapy, named SHINING-2 and SHINING-3. The company stated that obtaining this core patent is beneficial for improving its intellectual property protection system, but it will not have a significant impact on the company's short-term financial condition or operating performance.

A total of 11 stocks received buy ratings from institutions today, with Milkground drawing the most attention, securing two buy rating records. According to statistics from Data Treasure of Securities Times, institutions published a total of 12 buy rating records today, covering 11 stocks. In terms of rating changes, five rating records were first-time coverage by institutions, involving five stocks including BTG Hotels and Sichuan Road and Bridge Group. In market performance, stocks with institutional buy ratings rose by an average of 1.59% today, with five stocks posting gains. CVTE shares hit the daily limit up, while Zhongfu Circuit, ZhongSheng Pharmaceutical, and Giant Network led the gains, rising 10.18%, 3.39%, and 1.14% respectively. BTG Hotels, Sichuan Road and Bridge Group, and Xingtong Shipping saw relatively large declines, falling 2.86%, 2.63%, and 1.42% respectively. In terms of earnings, among the four stocks that disclosed first-half performance forecasts, CVTE is expected to see net profit grow 289.77% year-on-year, the highest increase. Giant Network and Silver Age Technology are expected to see median net profit growth of 170.25% and 88.50% respectively.