🇭🇰 港交所SSY GROUPQwen · 实盘不做把握 2/10不做原因:风险收益比不佳
北京时间·🕒 发布 17:00:00时区推断·⟳ 抓取 17:02:37·⚡ 决策 09-02 17:05:43 +3m06s·55.3 天前
石四药集团盐酸地尔硫卓片(30mg)通过仿制药一致性评价，为国内第三家获批
盐酸地尔硫卓片(30mg)是成熟的心血管仿制药，石四药为国内第三家通过一致性评价的企业，不具备先发优势。该品种单价低、市场已充分竞争，即使获批上市，年销售额预计仅千万级别，相对公司约79亿港元市值和数十亿年营收几乎无弹性。公司选择自愿公告而非强制披露，进一步印证其自身判断为非重大事项。加上港股日均成交仅约1300万港元、换手率0.16%，流动性和催化强度均不支持交易。
📄 原文SSY GROUP↗ 原文
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the con…
不做 石四药集团（02005.HK）
常规仿制药一致性评价（第三家获批），品种成熟低值，对公司约79亿港元市值几乎无弹性；自愿公告表明公司自身不认为重大；日成交仅约1300万港元流动性不足。风险收益比不支持交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
石四药集团(02005.HK)公告盐酸地尔硫卓片(30mg)通过仿制药一致性评价，为国内第三家。地尔硫卓是成熟的心血管仿制药，市场规模有限且已有两家先行获批。该品种年销售额预计仅千万级人民币，相对公司约79亿港元市值和主营大输液业务的数十亿营收，弹性可忽略。公司选择自愿公告（非强制），进一步表明其自身不认为构成重大催化。日成交仅约1300万港元的流动性也不支持有效交易。结论：不做。
🔎 新鲜度:最早出现 2026-09-02 · 扩散 low · price-in 风险 low ↗
先例如何影响了这次决策
对本次决策的影响:未进行先例研究：事件为常规仿制药一致性评价且为第三家获批，催化强度极低，不具备交易价值，先例研究不会改变AVOID结论
工具执行结果 · 成功 2 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 268 ms
{"result": "search_processed_events:agent query=`02005 仿制药一致性评价 | ssy group diltiazem consistency evaluation | 石四药 盐酸地尔硫卓 一致性评价`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 71.8/72 小时、5222 条本臂决策(完整)，返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选，不能据此证明消息首发或不是重复；按当前事件继续正常研判。"} - stock_quote 成功 stock_tools HTTP · 909 ms
{
原文全文
展开原文 · 2,583 字
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no
responsibility for the contents of this announcement, make no representation as to its accuracy or
completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or
in reliance upon the whole or any part of the contents of this announcement.
VOLUNTARY ANNOUNCEMENT
UPDATE ON PRODUCT DEVELOPMENT
The board of directors (the “Board”) of SSY Group Limited (the “Company”, together with its
subsidiaries, the “Group”) is pleased to announce that the National Medical Products Administration
of China has approved the passing of Consistency Evaluation of the Quality and Efficacy of Generic
Drugs for the Group’s Diltiazem Hydrochloride Tablets (30mg), being the third of such approvals for
the PRC entities. Diltiazem Hydrochloride Tablet is mainly used for treatment of angina pectoris and
mild to moderate essential hypertension.
The Group has obtained the approval for drug production and registration for Diltiazem Hydrochloride
for Injection. Following this approval of consistency evaluation for its tablet form, hospitals can
implement inpatient emergency injections and outpatient oral continuous treatment, forming a product
portfolio for ICU, cardiology and emergency departments, thereby strengthening the Group’s product
capabilities in the fields of cardiovascular/cerebrovascular chronic diseases and critical care.
This announcement is a voluntary announcement made by the Company to keep the shareholders and
potential investors informed of the latest business development of the Group.
By order of the Board
Chow Hing Yeung
Executive Director and Company Secretary
Hong Kong, 2 September 2026
As at the date of this announcement, the Board comprises Mr. Qu Jiguang, Mr. Su Xuejun, Mr. Meng
Guo, Mr. Chow Hing Yeung and Ms. Qu Wanrong as executive Directors, Mr. Liu Wenjun as
non-executive Director, and Mr. Wang Yibing, Mr. Chow Kwok Wai and Mr. Jiang Guangce as
independent non-executive Directors.
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確
性或完整性亦不發表任何聲明，並明確表示，概不會就因本公告全部或任何部份內容而產生
或因倚賴該等內容而引致之任何損失承擔任何責任。
自願公告
產品開發的最新進展
石四藥集團有限公司（「本公司」
，連同其附屬公司，
「本集團」）董事局（「董事局」）欣然公告，
本集團的鹽酸地爾硫䓬片（30mg）已取得中國國家藥品監督管理局批准通過仿製藥質量和療效
一致性評價，是國內企業第三家獲批。鹽酸地爾硫䓬片主要用於治療心絞痛及輕或中度的原發
性高血壓。
本集團已取得注射用鹽酸地爾硫䓬的藥品生產註冊批件。本次片劑一致性評價獲批後，醫院端
可以實現院內急救注射、院外患者口服續貫治療，對重症科室（ICU）
、心內科、急診管道形成
產品組合，強化本集團在心腦血管慢病、重症領域的產品實力。
本公告為本公司自願發佈，目的是使股東及潛在投資者瞭解本集團最新業務發展情況。
承董事局命
執行董事兼公司秘書
周興揚
香港，二零二六年九月二日
於本公告日期，董事局成員包括執行董事曲繼廣先生、蘇學軍先生、孟國先生、周興揚先生及
曲婉蓉女士，非執行董事劉文軍先生，以及獨立非執行董事王亦兵先生、周國偉先生及姜廣策
先生。
responsibility for the contents of this announcement, make no representation as to its accuracy or
completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or
in reliance upon the whole or any part of the contents of this announcement.
VOLUNTARY ANNOUNCEMENT
UPDATE ON PRODUCT DEVELOPMENT
The board of directors (the “Board”) of SSY Group Limited (the “Company”, together with its
subsidiaries, the “Group”) is pleased to announce that the National Medical Products Administration
of China has approved the passing of Consistency Evaluation of the Quality and Efficacy of Generic
Drugs for the Group’s Diltiazem Hydrochloride Tablets (30mg), being the third of such approvals for
the PRC entities. Diltiazem Hydrochloride Tablet is mainly used for treatment of angina pectoris and
mild to moderate essential hypertension.
The Group has obtained the approval for drug production and registration for Diltiazem Hydrochloride
for Injection. Following this approval of consistency evaluation for its tablet form, hospitals can
implement inpatient emergency injections and outpatient oral continuous treatment, forming a product
portfolio for ICU, cardiology and emergency departments, thereby strengthening the Group’s product
capabilities in the fields of cardiovascular/cerebrovascular chronic diseases and critical care.
This announcement is a voluntary announcement made by the Company to keep the shareholders and
potential investors informed of the latest business development of the Group.
By order of the Board
Chow Hing Yeung
Executive Director and Company Secretary
Hong Kong, 2 September 2026
As at the date of this announcement, the Board comprises Mr. Qu Jiguang, Mr. Su Xuejun, Mr. Meng
Guo, Mr. Chow Hing Yeung and Ms. Qu Wanrong as executive Directors, Mr. Liu Wenjun as
non-executive Director, and Mr. Wang Yibing, Mr. Chow Kwok Wai and Mr. Jiang Guangce as
independent non-executive Directors.
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確
性或完整性亦不發表任何聲明，並明確表示，概不會就因本公告全部或任何部份內容而產生
或因倚賴該等內容而引致之任何損失承擔任何責任。
自願公告
產品開發的最新進展
石四藥集團有限公司（「本公司」
，連同其附屬公司，
「本集團」）董事局（「董事局」）欣然公告，
本集團的鹽酸地爾硫䓬片（30mg）已取得中國國家藥品監督管理局批准通過仿製藥質量和療效
一致性評價，是國內企業第三家獲批。鹽酸地爾硫䓬片主要用於治療心絞痛及輕或中度的原發
性高血壓。
本集團已取得注射用鹽酸地爾硫䓬的藥品生產註冊批件。本次片劑一致性評價獲批後，醫院端
可以實現院內急救注射、院外患者口服續貫治療，對重症科室（ICU）
、心內科、急診管道形成
產品組合，強化本集團在心腦血管慢病、重症領域的產品實力。
本公告為本公司自願發佈，目的是使股東及潛在投資者瞭解本集團最新業務發展情況。
承董事局命
執行董事兼公司秘書
周興揚
香港，二零二六年九月二日
於本公告日期，董事局成員包括執行董事曲繼廣先生、蘇學軍先生、孟國先生、周興揚先生及
曲婉蓉女士，非執行董事劉文軍先生，以及獨立非執行董事王亦兵先生、周國偉先生及姜廣策
先生。
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。