632 lines
30 KiB
HTML
632 lines
30 KiB
HTML
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<!DOCTYPE html>
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>盐酸哌甲酯概念分析报告</title>
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<body class="min-h-screen py-8 px-4 sm:px-6 lg:px-8">
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<div class="max-w-6xl mx-auto">
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<!-- Header -->
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<div class="header-gradient rounded-2xl p-8 mb-8 text-white shadow-lg">
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<div class="flex items-center justify-between">
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<div>
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<h1 class="text-3xl md:text-4xl font-bold mb-2">盐酸哌甲酯概念分析</h1>
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<p class="text-indigo-100 text-lg">政策壁垒+供需缺口驱动的稀缺赛道</p>
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</div>
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<div class="hidden md:block">
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<div class="bg-white bg-opacity-20 rounded-lg p-4 text-center">
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<div class="text-3xl font-bold">25亿+</div>
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<div class="text-sm">潜在市场规模</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 概念事件 -->
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<div class="card mb-8 p-6">
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<h2 class="text-2xl font-bold mb-4 text-indigo-700 flex items-center">
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<i class="fas fa-calendar-alt mr-3"></i>概念事件
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</h2>
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<div class="mb-4">
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<p class="text-gray-700 mb-4">
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<span class="font-semibold">背景：</span>盐酸哌甲酯（Methylphenidate）是一类精神药品，临床用于治疗注意缺陷多动障碍（ADHD），国内市场规模约<span class="highlight font-bold">5亿元</span>（2023年样本医院销售额），原研为西安杨森"专注达"，长期供应紧张。
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</p>
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</div>
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<h3 class="text-xl font-semibold mb-3 text-gray-800">催化事件</h3>
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<div class="space-y-4 mb-6">
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<div class="flex items-start">
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<div class="bg-indigo-100 text-indigo-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">1</div>
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<div>
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<p class="font-semibold">2025年4月15日</p>
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<p>立方制药（003020）公告其<span class="highlight">盐酸哌甲酯缓释片首仿获批</span>，采用三层渗透泵控释技术，打破进口垄断。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-indigo-100 text-indigo-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">2</div>
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<div>
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<p class="font-semibold">2025年4月17日</p>
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<p>新闻称国内<span class="highlight">80%三甲医院专注达断货</span>，立方制药因ADHD概念连续两日涨停。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-indigo-100 text-indigo-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">3</div>
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<div>
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<p class="font-semibold">2025年7月29日</p>
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<p>招商医药预测，立方制药哌甲酯<span class="highlight">未来三年市场独占</span>，1%渗透率对应<span class="highlight">25亿元单品空间</span>。</p>
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</div>
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</div>
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</div>
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<h3 class="text-xl font-semibold mb-3 text-gray-800">时间轴</h3>
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<div class="relative pl-6">
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<div class="timeline-line"></div>
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<div class="relative mb-4">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<p class="font-semibold">2023年</p>
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<p>原研专注达销售额4.31亿元（米内网），增速34%。</p>
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</div>
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</div>
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<div class="relative mb-4">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<p class="font-semibold">2024年</p>
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<p>立方制药完成BE试验并申报NDA。</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<p class="font-semibold">2025年Q2</p>
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<p>获批上市，Q3启动销售，目标覆盖2000家医院（路演数据）。</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card mb-8 p-6">
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<h2 class="text-2xl font-bold mb-4 text-indigo-700 flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
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</h2>
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<div class="space-y-4">
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<div class="bg-indigo-50 rounded-lg p-4 border-l-4 border-indigo-500">
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<p class="font-semibold text-indigo-800">阶段判断</p>
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<p>盐酸哌甲酯概念处于<span class="highlight">"政策壁垒+供需缺口"驱动的基本面拐点</span>，从主题炒作转向业绩兑现。</p>
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</div>
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<div class="bg-indigo-50 rounded-lg p-4 border-l-4 border-indigo-500">
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<p class="font-semibold text-indigo-800">核心驱动力</p>
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<p><span class="highlight">首仿获批+原研断货+精神药品管制壁垒</span>，立方制药独享3年窗口期。</p>
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</div>
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<div class="bg-indigo-50 rounded-lg p-4 border-l-4 border-indigo-500">
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<p class="font-semibold text-indigo-800">未来潜力</p>
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<p>ADHD患者基数<span class="highlight">2300万</span>（儿童6.4%+成人3%），就诊率仅10%，渗透率每提升1%对应<span class="highlight">25亿元市场</span>。</p>
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</div>
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</div>
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</div>
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<!-- 概念的核心逻辑与市场认知分析 -->
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<div class="card mb-8 p-6">
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<h2 class="text-2xl font-bold mb-4 text-indigo-700 flex items-center">
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<i class="fas fa-chart-line mr-3"></i>概念的核心逻辑与市场认知分析
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</h2>
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<h3 class="text-xl font-semibold mb-3 text-gray-800">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
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<div class="bg-white rounded-lg p-4 shadow-sm border border-gray-100">
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<div class="text-indigo-600 mb-2">
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<i class="fas fa-shield-alt text-2xl"></i>
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</div>
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<h4 class="font-semibold mb-2">政策壁垒</h4>
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<p>一类精神药品生产资质全国仅24家企业，立方制药为<span class="highlight">唯一获批缓释片仿制药</span>（信达医药）。</p>
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</div>
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<div class="bg-white rounded-lg p-4 shadow-sm border border-gray-100">
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<div class="text-indigo-600 mb-2">
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<i class="fas fa-balance-scale text-2xl"></i>
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</div>
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<h4 class="font-semibold mb-2">供需缺口</h4>
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<p>原研专注达因供应链问题<span class="highlight">周期性断货</span>（80%三甲医院缺货），立方制药填补空白。</p>
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</div>
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<div class="bg-white rounded-lg p-4 shadow-sm border border-gray-100">
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<div class="text-indigo-600 mb-2">
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<i class="fas fa-microscope text-2xl"></i>
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</div>
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<h4 class="font-semibold mb-2">技术壁垒</h4>
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<p>渗透泵控释技术难度高，立方制药<span class="highlight">3-5年内国产唯一</span>（山西证券路演）。</p>
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</div>
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</div>
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<h3 class="text-xl font-semibold mb-3 text-gray-800">市场热度与情绪</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4 mb-6">
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<div class="bg-white rounded-lg p-4 shadow-sm border border-gray-100">
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<h4 class="font-semibold mb-2 flex items-center">
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<i class="fas fa-fire text-orange-500 mr-2"></i>新闻热度
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</h4>
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<p>4月17日"专注达断货"话题登上雪球热榜，立方制药两日涨停。</p>
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</div>
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<div class="bg-white rounded-lg p-4 shadow-sm border border-gray-100">
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<h4 class="font-semibold mb-2 flex items-center">
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<i class="fas fa-file-alt text-blue-500 mr-2"></i>研报密集度
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</h4>
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<p>招商、信达、山西证券<span class="highlight">3家券商</span>在4月15-17日集中推荐，目标价隐含<span class="highlight">30%+空间</span>。</p>
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</div>
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</div>
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<h3 class="text-xl font-semibold mb-3 text-gray-800">预期差分析</h3>
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<div class="bg-yellow-50 rounded-lg p-4 border-l-4 border-yellow-400">
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<p class="font-semibold text-yellow-800 mb-2">市场共识</p>
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<p>认为哌甲酯仅是"小品种"，空间5-10亿元。</p>
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<p class="font-semibold text-yellow-800 mt-3 mb-2">预期差</p>
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<p>忽略成人ADHD市场（3%患病率，8000万潜在人群），<span class="highlight">实际空间或超50亿元</span>（立方制药路演）。</p>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="card mb-8 p-6">
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<h2 class="text-2xl font-bold mb-4 text-indigo-700 flex items-center">
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<i class="fas fa-rocket mr-3"></i>关键催化剂与未来发展路径
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</h2>
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<h3 class="text-xl font-semibold mb-3 text-gray-800">近期催化剂（3-6个月）</h3>
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<div class="space-y-4 mb-6">
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<div class="flex items-start">
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<div class="bg-green-100 text-green-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
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<i class="fas fa-check"></i>
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</div>
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<div>
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<p class="font-semibold">Q3上市销售</p>
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<p>立方制药预计<span class="highlight">2025年9月</span>启动商业化，首批覆盖2000家医院（路演数据）。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-green-100 text-green-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
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<i class="fas fa-check"></i>
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</div>
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<div>
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<p class="font-semibold">医保谈判</p>
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<p>2025年新版医保目录调整，哌甲酯缓释片有望纳入，<span class="highlight">降价放量</span>（类比羟考酮缓释片路径）。</p>
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</div>
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</div>
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</div>
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<h3 class="text-xl font-semibold mb-3 text-gray-800">长期发展路径</h3>
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<div class="bg-gray-50 rounded-lg p-4">
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<div class="mb-4">
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<p class="font-semibold">2025-2027年</p>
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<p>独享仿制窗口期，渗透率从0.1%→1%，收入<span class="highlight">1亿→25亿元</span>（信达医药预测）。</p>
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</div>
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<div>
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<p class="font-semibold">2028年后</p>
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<p>竞争加剧（人福医药等潜在进入者），但立方制药通过<span class="highlight">原料药自供+产能规模</span>维持成本优势。</p>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="card mb-8 p-6">
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<h2 class="text-2xl font-bold mb-4 text-indigo-700 flex items-center">
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<i class="fas fa-sitemap mr-3"></i>产业链与核心公司深度剖析
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</h2>
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<h3 class="text-xl font-semibold mb-3 text-gray-800">产业链图谱</h3>
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<div class="flex flex-col md:flex-row justify-between items-center mb-6 bg-gray-50 rounded-lg p-4">
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-indigo-100 text-indigo-800 rounded-lg p-3 w-24 h-24 flex flex-col items-center justify-center mx-auto">
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<i class="fas fa-flask text-2xl mb-1"></i>
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<span class="text-sm font-semibold">上游</span>
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</div>
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<p class="mt-2">原料药（立方制药自供，兄弟科技、新和成中间体）</p>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<i class="fas fa-arrow-right text-gray-400 text-2xl"></i>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-indigo-100 text-indigo-800 rounded-lg p-3 w-24 h-24 flex flex-col items-center justify-center mx-auto">
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<i class="fas fa-industry text-2xl mb-1"></i>
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<span class="text-sm font-semibold">中游</span>
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</div>
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<p class="mt-2">制剂生产（立方制药首仿，华润双鹤合作品种）</p>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<i class="fas fa-arrow-right text-gray-400 text-2xl"></i>
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</div>
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<div class="text-center">
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<div class="bg-indigo-100 text-indigo-800 rounded-lg p-3 w-24 h-24 flex flex-col items-center justify-center mx-auto">
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<i class="fas fa-hospital text-2xl mb-1"></i>
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<span class="text-sm font-semibold">下游</span>
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</div>
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<p class="mt-2">医院（等级医院2000家目标）、DTP药房（京东健康合作）</p>
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</div>
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</div>
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<h3 class="text-xl font-semibold mb-3 text-gray-800">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white rounded-lg overflow-hidden">
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<thead>
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<tr class="bg-gray-100">
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<th class="py-3 px-4 text-left font-semibold text-gray-700">公司</th>
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<th class="py-3 px-4 text-left font-semibold text-gray-700">角色</th>
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<th class="py-3 px-4 text-left font-semibold text-gray-700">进展</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">竞争优势</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-semibold">立方制药</td>
|
||
<td class="py-3 px-4">首仿龙头</td>
|
||
<td class="py-3 px-4">已获批，Q3上市</td>
|
||
<td class="py-3 px-4">渗透泵技术+精神药品资质</td>
|
||
<td class="py-3 px-4">竞争加剧（2028年后）</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold">人福医药</td>
|
||
<td class="py-3 px-4">潜在竞争者</td>
|
||
<td class="py-3 px-4">精神药品管线丰富（羟考酮等）</td>
|
||
<td class="py-3 px-4">麻醉药渠道协同</td>
|
||
<td class="py-3 px-4">研发进度落后</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">华润双鹤</td>
|
||
<td class="py-3 px-4">合作方</td>
|
||
<td class="py-3 px-4">儿童白血病哌甲酯改良药获批</td>
|
||
<td class="py-3 px-4">原研合作经验</td>
|
||
<td class="py-3 px-4">非核心品种</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold mt-6 mb-3 text-gray-800">验证与证伪</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-green-50 rounded-lg p-4 border-l-4 border-green-500">
|
||
<p class="font-semibold text-green-800">数据印证</p>
|
||
<p>2023年专注达销售额4.31亿元，增速34%，<span class="highlight">断货真实存在</span>（米内网）。</p>
|
||
</div>
|
||
<div class="bg-red-50 rounded-lg p-4 border-l-4 border-red-500">
|
||
<p class="font-semibold text-red-800">风险点</p>
|
||
<p>立方制药2025年Q1原料药产能是否匹配<span class="highlight">1300万片</span>需求（路演提及）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card mb-8 p-6">
|
||
<h2 class="text-2xl font-bold mb-4 text-indigo-700 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-white rounded-lg p-4 shadow-sm border border-gray-100">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-microchip text-red-500 mr-2"></i>
|
||
<h4 class="font-semibold">技术风险</h4>
|
||
</div>
|
||
<p>渗透泵工艺放大生产可能面临<span class="highlight">良品率下降</span>（路演未披露具体数据）。</p>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 shadow-sm border border-gray-100">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-bullhorn text-orange-500 mr-2"></i>
|
||
<h4 class="font-semibold">商业化风险</h4>
|
||
</div>
|
||
<p>ADHD就诊率低（10%），需<span class="highlight">学术推广</span>提升认知，销售费用或超预期。</p>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 shadow-sm border border-gray-100">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-gavel text-purple-500 mr-2"></i>
|
||
<h4 class="font-semibold">政策风险</h4>
|
||
</div>
|
||
<p>精神药品滥用监管趋严，<span class="highlight">处方限制</span>可能压制需求。</p>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 shadow-sm border border-gray-100">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-info-circle text-blue-500 mr-2"></i>
|
||
<h4 class="font-semibold">信息矛盾</h4>
|
||
</div>
|
||
<p>新闻称"原研断货"，但路演未提及<span class="highlight">进口替代进度</span>（需跟踪Q3销售数据）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card mb-8 p-6">
|
||
<h2 class="text-2xl font-bold mb-4 text-indigo-700 flex items-center">
|
||
<i class="fas fa-chart-pie mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-gray-800">阶段判断</h3>
|
||
<div class="bg-indigo-50 rounded-lg p-4">
|
||
<p>从<span class="highlight">主题炒作</span>（4月涨停）进入<span class="highlight">基本面驱动</span>（Q3业绩验证）。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-gray-800">投资方向</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-white rounded-lg p-4 shadow-sm border border-gray-100">
|
||
<div class="flex items-start">
|
||
<div class="bg-green-100 text-green-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
|
||
<i class="fas fa-star"></i>
|
||
</div>
|
||
<div>
|
||
<p class="font-semibold">立方制药（003020）</p>
|
||
<p><span class="highlight">唯一首仿+3年独占期</span>，2025年PE仅<span class="highlight">17倍</span>（信达医药），<span class="highlight">PEG<0.5</span>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 shadow-sm border border-gray-100">
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
|
||
<i class="fas fa-cubes"></i>
|
||
</div>
|
||
<div>
|
||
<p class="font-semibold">原料药配套</p>
|
||
<p>关注<span class="highlight">兄弟科技</span>（中间体弹性）+<span class="highlight">新和成</span>（潜在切入）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-gray-800">关键跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="bg-indigo-100 text-indigo-800 rounded-full w-6 h-6 flex items-center justify-center mr-3 flex-shrink-0 text-sm font-semibold">1</div>
|
||
<p><span class="font-semibold">Q3入院进度</span>：立方制药2000家医院覆盖率。</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-indigo-100 text-indigo-800 rounded-full w-6 h-6 flex items-center justify-center mr-3 flex-shrink-0 text-sm font-semibold">2</div>
|
||
<p><span class="font-semibold">医保谈判结果</span>：2025年目录是否纳入及降价幅度。</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-indigo-100 text-indigo-800 rounded-full w-6 h-6 flex items-center justify-center mr-3 flex-shrink-0 text-sm font-semibold">3</div>
|
||
<p><span class="font-semibold">竞争格局</span>：人福医药等竞品申报动态。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-gradient-to-r from-indigo-500 to-purple-600 rounded-lg p-4 text-white">
|
||
<p class="font-bold text-lg mb-2">结论</p>
|
||
<p>盐酸哌甲酯是<span class="bg-white bg-opacity-20 px-1">罕见政策壁垒+供需缺口</span>共振的稀缺赛道，立方制药为<span class="bg-white bg-opacity-20 px-1">唯一受益标的</span>，短期看Q3放量，长期看渗透率提升，<span class="bg-white bg-opacity-20 px-1">建议重点配置</span>。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card mb-8 p-6">
|
||
<h2 class="text-2xl font-bold mb-4 text-indigo-700 flex items-center">
|
||
<i class="fas fa-table mr-3"></i>关联股票数据
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">股票名称</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">项目/产品</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">技术/特点</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">进展/时间</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">产业链位置</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">资料来源</th>
|
||
<th class="py-3 px-4 text-left font-semibold text-gray-700">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-semibold">立方制药</td>
|
||
<td class="py-3 px-4">盐酸哌甲酯缓释片</td>
|
||
<td class="py-3 px-4">三层渗透泵技术</td>
|
||
<td class="py-3 px-4">2025年4月</td>
|
||
<td class="py-3 px-4">原料药到制剂</td>
|
||
<td class="py-3 px-4">公告</td>
|
||
<td class="py-3 px-4">立方制药于2025年4月获批国内首仿盐酸哌甲酯缓释片，采用三层渗透泵技术打破进口垄断</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold">兄弟科技</td>
|
||
<td class="py-3 px-4">苏州制药</td>
|
||
<td class="py-3 px-4">药品生产许可证</td>
|
||
<td class="py-3 px-4">原料药及液体制剂</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公告</td>
|
||
<td class="py-3 px-4">兄弟科技全资子公司苏州制药持有药品生产许可证，涵盖盐酸哌甲酯等原料药及液体制剂生产</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-semibold">中关村</td>
|
||
<td class="py-3 px-4">盐酸哌甲酯缓释片专利</td>
|
||
<td class="py-3 px-4">技术转让</td>
|
||
<td class="py-3 px-4">解放军军事医学科学院</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公告</td>
|
||
<td class="py-3 px-4">子公司北京华素取得中国人民解放军军事医学科学院盐酸哌甲酯缓释片项目的相关专利申请权及技术资料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold">华润双鹤</td>
|
||
<td class="py-3 px-4">儿童白血病改良型新药琥珀酸甲酯</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">2025年1月</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公告</td>
|
||
<td class="py-3 px-4">与石药合作的两款盐酸哌甲酯缓释新药上市销售，其中治疗儿童白血病的琥珀酸甲酯于2025年1月获批</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-semibold">华润药业</td>
|
||
<td class="py-3 px-4">盐酸哌甲酯片</td>
|
||
<td class="py-3 px-4">FDA批准</td>
|
||
<td class="py-3 px-4">研发投入约840万元</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公告</td>
|
||
<td class="py-3 px-4">2020年公司制剂产品盐酸哌甲酯片获得美国FDA批准，研发投入约840万元</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold">交大昂立</td>
|
||
<td class="py-3 px-4">盐酸哌甲酯片和氯硝西泮片</td>
|
||
<td class="py-3 px-4">收购产品</td>
|
||
<td class="py-3 px-4">已取得生产批文</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公告</td>
|
||
<td class="py-3 px-4">收购的泰诺医药产品盐酸哌甲酯片和氯硝西泮片已取得生产批文</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-semibold">善水科技</td>
|
||
<td class="py-3 px-4">盐酸哌甲酯中间体</td>
|
||
<td class="py-3 px-4">氧代吡啶烷酮</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">中枢兴奋剂原料药中间体</td>
|
||
<td class="py-3 px-4">网络公开资料</td>
|
||
<td class="py-3 px-4">网络媒体报道显示其产品氧代吡啶烷酮是中枢兴奋剂利他灵（盐酸哌甲酯）的重要中间体</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold">新和成</td>
|
||
<td class="py-3 px-4">盐酸哌甲酯中间体</td>
|
||
<td class="py-3 px-4">哌啶类中间体</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">网络公开资料</td>
|
||
<td class="py-3 px-4">新和成哌啶类中间体供应稳定，若切入盐酸哌甲酯产业链将带来新增长</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-semibold">国药股份</td>
|
||
<td class="py-3 px-4">盐酸哌甲酯缓释片</td>
|
||
<td class="py-3 px-4">分销业务</td>
|
||
<td class="py-3 px-4">2020年获批运输麻醉药品和第一类精神药品</td>
|
||
<td class="py-3 px-4">麻醉药品和精神药品</td>
|
||
<td class="py-3 px-4">网络公开资料</td>
|
||
<td class="py-3 px-4">参与盐酸哌甲酯缓释片分销，2020年获批运输麻醉药品和第一类精神药品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">中国医药</td>
|
||
<td class="py-3 px-4">盐酸哌甲酯片、注射液、缓释片等</td>
|
||
<td class="py-3 px-4">运输许可</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">运输分销</td>
|
||
<td class="py-3 px-4">网络公开资料</td>
|
||
<td class="py-3 px-4">子公司天方药业取得麻醉药品和第一类精神药品运输资质，产品包括盐酸哌甲酯系列药品</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 添加简单的交互效果
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
// 为所有卡片添加悬停效果
|
||
const cards = document.querySelectorAll('.card');
|
||
cards.forEach(card => {
|
||
card.addEventListener('mouseenter', function() {
|
||
this.style.transform = 'translateY(-5px)';
|
||
this.style.transition = 'transform 0.3s ease';
|
||
});
|
||
card.addEventListener('mouseleave', function() {
|
||
this.style.transform = 'translateY(0)';
|
||
});
|
||
});
|
||
|
||
// 为表格行添加点击效果
|
||
const tableRows = document.querySelectorAll('tbody tr');
|
||
tableRows.forEach(row => {
|
||
row.addEventListener('click', function() {
|
||
// 保存原始背景色
|
||
const originalBg = window.getComputedStyle(this).backgroundColor;
|
||
// 添加高亮效果
|
||
this.style.backgroundColor = 'rgba(79, 70, 229, 0.1)';
|
||
// 1秒后恢复原始背景色
|
||
setTimeout(() => {
|
||
this.style.backgroundColor = originalBg;
|
||
}, 1000);
|
||
});
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |