493 lines
36 KiB
HTML
493 lines
36 KiB
HTML
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<title>国产减肥药 - 深度投研报告</title>
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<div class="container mx-auto px-4 py-8 md:py-16">
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-6xl font-bold text-glow tracking-tighter">国产减肥药</h1>
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<h2 class="text-2xl md:text-3xl font-light text-slate-300 mt-2">深度投研报告</h2>
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<p class="mt-6 text-sm text-slate-500 max-w-3xl mx-auto">
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北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。
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</p>
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</header>
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<main class="space-y-6">
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<div class="bento-grid">
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<div class="bento-item glass-card col-span-12 lg:col-span-8">
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<h3 class="text-xl font-bold mb-4 text-glow">核心观点与市场逻辑</h3>
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<div class="text-slate-300 space-y-4 text-sm md:text-base">
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<p><strong class="text-highlight">核心观点摘要：</strong>国产减肥药赛道正处在从“研发预期”向“商业化兑现”过渡的关键时期。其核心驱动力源于庞大的终端需求与国产药企的技术追赶，但未来潜力将取决于创新药的差异化优势和仿制药残酷的价格竞争。市场当前热情高涨，但对 <strong class="text-red-400">2026年专利悬崖</strong>后的“价格战”风险认知尚不充分，存在显著的预期差。</p>
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<p><strong class="text-highlight">核心驱动力：</strong></p>
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<ul class="list-disc list-inside space-y-1 pl-2">
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<li><strong class="text-slate-100">需求驱动:</strong> 中国庞大的超重和肥胖人群构成了坚实的底层需求。</li>
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<li><strong class="text-slate-100">技术路径明确:</strong> 全球巨头已验证GLP-1类药物，国内药企进行跟随式和差异化创新，确定性高。</li>
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<li><strong class="text-slate-100">政策支持:</strong> 《肥胖症诊疗指南（2024年版）》为临床应用提供了“官方指南”，是重要的政策催化剂。</li>
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<li><strong class="text-slate-100">国产替代:</strong> 凭借成本优势和渠道灵活性，国产药具备抢占市场份额的天然逻辑。</li>
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</ul>
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<p><strong class="text-highlight">预期差分析：</strong></p>
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<ul class="list-disc list-inside space-y-1 pl-2">
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<li><strong class="text-slate-100">盈利预期差:</strong> 市场普遍聚焦“千亿市场”，但低估了2026年专利到期后价格战的惨烈程度。路演预测“极端情境下单方GLP-1仿制药或降至百元级”。</li>
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<li><strong class="text-slate-100">商业化路径预期差:</strong> 医保不支付减肥用途，纯自费市场竞争和营销挑战巨大，并非“获批即放量”。</li>
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</ul>
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</div>
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</div>
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<div class="bento-item glass-card col-span-12 lg:col-span-4">
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<h3 class="text-xl font-bold mb-4 text-glow">市场规模预测（2030年）</h3>
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<div id="market-size-chart" class="w-full h-64 md:h-full"></div>
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</div>
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<div class="bento-item glass-card col-span-12 lg:col-span-4">
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<h3 class="text-xl font-bold mb-4 text-glow">关键事件与催化剂</h3>
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<div class="text-slate-300 space-y-3 text-sm">
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<div class="flex items-start space-x-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-cyan-400 mt-1 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z" /></svg>
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<div>
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<p class="font-semibold text-slate-100">政策基石</p>
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<p class="text-xs text-slate-400">2024.10.17: 国家卫健委发布《肥胖症诊疗指南》，为市场合规扩张奠定基础。</p>
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</div>
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</div>
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<div class="flex items-start space-x-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-cyan-400 mt-1 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
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<div>
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<p class="font-semibold text-slate-100">国产里程碑</p>
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<p class="text-xs text-slate-400">2024.02.07: 信达生物玛仕度肽NDA获受理，领跑国产创新药。</p>
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</div>
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</div>
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<div class="flex items-start space-x-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-amber-400 mt-1 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8v4l3 3m6-3a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
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<div>
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<p class="font-semibold text-slate-100">近期催化剂 (未来3-6个月)</p>
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<p class="text-xs text-slate-400">关注首款国产创新药(信达)及司美类似药(华东/翰宇)获批；恒瑞、博瑞等III期数据读出。</p>
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</div>
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</div>
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<div class="flex items-start space-x-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-red-400 mt-1 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
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<div>
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<p class="font-semibold text-slate-100">关键转折点 (2026)</p>
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<p class="text-xs text-slate-400">司美格鲁肽国内专利到期，仿制药涌入将引爆价格战，重塑市场格局。</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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<div class="bento-item glass-card col-span-12 lg:col-span-8">
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<h3 class="text-xl font-bold mb-4 text-glow">产业链图谱与核心公司剖析</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 text-sm">
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<div class="bg-slate-900/50 p-4 rounded-xl">
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<h4 class="font-bold text-lg text-fuchsia-400 mb-2">上游 (卖铲人)</h4>
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<p class="font-semibold text-slate-200">原料药/中间体:</p>
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<p class="text-slate-400">诺泰生物, 圣诺生物, 奥锐特, 金凯生科</p>
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<p class="font-semibold text-slate-200 mt-2">生产耗材/CXO:</p>
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<p class="text-slate-400">纳微科技, 争光股份, 药明康德, 凯莱英</p>
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<p class="mt-2 text-xs text-cyan-300">逻辑: 确定性最高，受益于行业总量增长，规避下游价格战风险。</p>
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</div>
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<div class="bg-slate-900/50 p-4 rounded-xl">
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<h4 class="font-bold text-lg text-sky-400 mb-2">中游 (制药商)</h4>
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<p class="font-semibold text-slate-200">创新药梯队 (差异化):</p>
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<p class="text-slate-400">信达生物, 恒瑞医药, 博瑞医药, 众生药业</p>
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<p class="font-semibold text-slate-200 mt-2">仿制药梯队 (成本战):</p>
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<p class="text-slate-400">华东医药, 翰宇药业, 普洛药业</p>
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<p class="mt-2 text-xs text-cyan-300">逻辑: 高风险高回报，创新药享受先发红利，仿制药面临激烈竞争。</p>
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</div>
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<div class="bg-slate-900/50 p-4 rounded-xl">
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<h4 class="font-bold text-lg text-emerald-400 mb-2">下游 (配套与流通)</h4>
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<p class="font-semibold text-slate-200">给药装置:</p>
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<p class="text-slate-400">美好医疗 (注射笔)</p>
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<p class="font-semibold text-slate-200 mt-2">配套产品/流通:</p>
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<p class="text-slate-400">康比特 (蛋白棒), 英特集团 (渠道)</p>
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<p class="mt-2 text-xs text-cyan-300">逻辑: 伴随行业成长，分享市场红利。</p>
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</div>
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</div>
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<div class="mt-4 text-sm text-slate-300 p-4 bg-slate-900/50 rounded-xl space-y-2">
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<p><strong class="text-highlight">领导者(创新药) - 信达生物:</strong> 玛仕度肽进度国内领先，拥2-3年宝贵时间窗口，但面临商业化和MNC竞争压力。</p>
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<p><strong class="text-highlight">领导者(仿制药) - 华东医药:</strong> 经验丰富，渠道成熟，有望在2026年后价格战中凭规模和成本优势胜出。</p>
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<p><strong class="text-highlight">逻辑最硬的“卖水人” - 诺泰生物:</strong> 无论下游谁输谁赢，原料药需求都会爆发。产能规划宏大，已绑定全球客户，逻辑最稳健。</p>
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</div>
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</div>
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<div class="bento-item glass-card col-span-12 lg:col-span-6">
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<h3 class="text-xl font-bold mb-4 text-glow">未来发展路径</h3>
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<div class="relative pl-6 text-sm">
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<!-- Vertical line -->
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<div class="absolute left-0 top-0 bottom-0 w-0.5 bg-slate-700"></div>
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<div class="relative mb-6">
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<div class="absolute -left-[31px] top-1.5 h-4 w-4 rounded-full bg-cyan-400 ring-4 ring-slate-800"></div>
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<h4 class="font-bold text-slate-100">第一阶段 (2024-2026): 创新药抢滩期</h4>
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<p class="text-slate-400">以信达生物为代表的国产创新药，利用时间窗口在高端自费市场建立品牌，享受先发红利。</p>
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</div>
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<div class="relative mb-6">
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<div class="absolute -left-[31px] top-1.5 h-4 w-4 rounded-full bg-amber-400 ring-4 ring-slate-800"></div>
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<h4 class="font-bold text-slate-100">第二阶段 (2026-2028): 专利悬崖与价格战</h4>
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<p class="text-slate-400">司美格鲁肽专利到期，国产仿制药大量涌入，市场迅速从蓝海变红海，行业迎来第一次大洗牌。</p>
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</div>
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<div class="relative">
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<div class="absolute -left-[31px] top-1.5 h-4 w-4 rounded-full bg-fuchsia-400 ring-4 ring-slate-800"></div>
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<h4 class="font-bold text-slate-100">第三阶段 (2028+): 差异化竞争与成熟期</h4>
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<p class="text-slate-400">竞争焦点转向多靶点、口服剂型、长效制剂及新靶点(如增肌减脂)，拥有持续创新能力的企业将最终胜出。</p>
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</div>
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</div>
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</div>
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<div class="bento-item glass-card col-span-12 lg:col-span-6">
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<h3 class="text-xl font-bold mb-4 text-glow">潜在风险与挑战</h3>
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<ul class="space-y-3 text-sm text-slate-300">
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-red-400 mr-3 mt-0.5 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M18.364 18.364A9 9 0 005.636 5.636m12.728 12.728A9 9 0 015.636 5.636m12.728 12.728L5.636 5.636" /></svg>
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<div><strong class="text-red-300">技术风险:</strong> 国产创新药面临临床失败风险，以及与国际巨头下一代产品相比“上市即落后”的代差风险。</div>
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</li>
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-red-400 mr-3 mt-0.5 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8c-1.657 0-3 .895-3 2s1.343 2 3 2 3 .895 3 2-1.343 2-3 2m0-8c1.11 0 2.08.402 2.599 1M12 8V7m0 1v.01" /></svg>
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<div><strong class="text-red-300">价格战风险:</strong> 2026年专利到期后，价格踩踏是最确定的风险，将大幅压缩利润空间。</div>
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</li>
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-red-400 mr-3 mt-0.5 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M3 10h18M7 15h1m4 0h1m-7 4h12a3 3 0 003-3V8a3 3 0 00-3-3H6a3 3 0 00-3 3v8a3 3 0 003 3z" /></svg>
|
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<div><strong class="text-red-300">支付端风险:</strong> 医保不覆盖减肥，纯自费市场天花板和竞争激烈程度远高于医保市场。</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-red-400 mr-3 mt-0.5 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M17 20h5v-2a3 3 0 00-5.356-1.857M17 20H7m10 0v-2c0-.656-.126-1.283-.356-1.857M7 20H2v-2a3 3 0 015.356-1.857M7 20v-2c0-.656.126-1.283.356-1.857m0 0a5.002 5.002 0 019.288 0M15 7a3 3 0 11-6 0 3 3 0 016 0zm6 3a2 2 0 11-4 0 2 2 0 014 0zM7 10a2 2 0 11-4 0 2 2 0 014 0z" /></svg>
|
||
<div><strong class="text-red-300">内卷化竞争:</strong> 仅司美格鲁肽类似药就有27家国内企业布局，高度同质化竞争将导致利润摊薄。</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bento-item glass-card col-span-12" x-data="{ tab: 'glp1' }">
|
||
<h3 class="text-xl font-bold mb-4 text-glow">相关概念股梳理</h3>
|
||
|
||
<div class="tabs tabs-boxed bg-slate-900/50 w-full md:w-auto mb-4">
|
||
<a class="tab" :class="{ 'tab-active': tab === 'glp1' }" @click.prevent="tab = 'glp1'">GLP-1 制剂药企</a>
|
||
<a class="tab" :class="{ 'tab-active': tab === 'chain' }" @click.prevent="tab = 'chain'">产业链核心公司</a>
|
||
<a class="tab" :class="{ 'tab-active': tab === 'other' }" @click.prevent="tab = 'other'">其他相关</a>
|
||
</div>
|
||
|
||
<div class="overflow-x-auto">
|
||
<div x-show="tab === 'glp1'" x-cloak>
|
||
<table class="table table-sm w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑/原因</th>
|
||
<th>技术路线</th>
|
||
<th>研发进度</th>
|
||
<th>适应症</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-xs">
|
||
<!-- Data will be injected here by script -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
<div x-show="tab === 'chain'" x-cloak>
|
||
<table class="table table-sm w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑/原因</th>
|
||
<th>产业链位置</th>
|
||
<th>产品/业务</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-xs">
|
||
<!-- Data will be injected here by script -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
<div x-show="tab === 'other'" x-cloak>
|
||
<table class="table table-sm w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑/原因</th>
|
||
<th>产业链位置</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-xs">
|
||
<!-- Data will be injected here by script -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</main>
|
||
</div>
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
// --- Market Size Chart ---
|
||
const marketSizeChart = echarts.init(document.getElementById('market-size-chart'));
|
||
const marketSizeOption = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: { type: 'shadow' },
|
||
formatter: '{b}: {c} 亿元',
|
||
backgroundColor: 'rgba(20, 20, 30, 0.8)',
|
||
borderColor: 'rgba(255, 255, 255, 0.2)',
|
||
textStyle: { color: '#E0E0E0' }
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'value',
|
||
boundaryGap: [0, 0.01],
|
||
axisLabel: { color: '#888' },
|
||
splitLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.1)' } }
|
||
},
|
||
yAxis: {
|
||
type: 'category',
|
||
data: ['新闻数据', '路演数据 (乐观)'],
|
||
axisLabel: { color: '#ccc' }
|
||
},
|
||
series: [{
|
||
name: '2030年市场规模',
|
||
type: 'bar',
|
||
data: [370, 1000],
|
||
itemStyle: {
|
||
borderRadius: [0, 5, 5, 0],
|
||
color: new echarts.graphic.LinearGradient(0, 0, 1, 0, [
|
||
{ offset: 0, color: '#2563eb' },
|
||
{ offset: 1, color: '#7dd3fc' }
|
||
])
|
||
},
|
||
label: {
|
||
show: true,
|
||
position: 'right',
|
||
formatter: '{c} 亿',
|
||
color: '#fff'
|
||
}
|
||
}]
|
||
};
|
||
marketSizeChart.setOption(marketSizeOption);
|
||
|
||
// --- Stock Data Injection ---
|
||
const stockData = {
|
||
"国产减肥药(250609)": {
|
||
"64C3413F-4A28-431E-A872-42FEBD54C03F.png": [
|
||
{"stock": "常山药业", "reason": "艾本那肽注射液上市许可申请获得国家药监局受理", "其他标签": {"分类": "GLP-1相关", "技术路线": "单靶点", "研发进度": "拟上市", "适应症": "降糖/减重未开展"}, "stock_code": "300255"},
|
||
{"stock": "双鹭药业", "reason": "口服药利拉鲁肽（日制剂）、度拉糖肽（周制剂）完成临床研究，在申报前准备", "其他标签": {"分类": "GLP-1相关", "技术路线": "单靶点", "研发进度": "拟上市", "适应症": "降糖/减重"}, "stock_code": "002038"},
|
||
{"stock": "普洛药业", "reason": "司美格鲁肽：入组", "其他标签": {"分类": "GLP-1相关", "技术路线": "单靶点", "研发进度": "III期", "适应症": "减重"}, "stock_code": "000739"},
|
||
{"stock": "翰宇药业", "reason": "司美格鲁肽注射液：完成入组", "其他标签": {"分类": "GLP-1相关", "技术路线": "单靶点", "研发进度": "III期", "适应症": "降糖/减重"}, "stock_code": "300199"},
|
||
{"stock": "智飞生物", "reason": "司美格鲁肽：完成", "其他标签": {"分类": "GLP-1相关", "技术路线": "单靶点", "研发进度": "III期", "适应症": "减重"}, "stock_code": "300122"},
|
||
{"stock": "甘李药业", "reason": "博凡格鲁肽（GZR18）注射液有望成为全球首款GLP-1RA双周制剂；中国III期、美国II期", "其他标签": {"分类": "GLP-1相关", "技术路线": "单靶点", "研发进度": "III期", "适应症": "减重"}, "stock_code": "603087"},
|
||
{"stock": "信立泰", "reason": "小分子口服药物SAL0112", "其他标签": {"分类": "GLP-1相关", "技术路线": "单靶点", "研发进度": "II期", "适应症": "降糖/减重"}, "stock_code": "002294"},
|
||
{"stock": "恒瑞医药", "reason": "HRS-7535片", "其他标签": {"分类": "GLP-1相关", "技术路线": "单靶点", "研发进度": "II期", "适应症": "减重"}, "stock_code": "600276"},
|
||
{"stock": "一品红", "reason": "APH01727片，临床试验I期", "其他标签": {"分类": "GLP-1相关", "技术路线": "单靶点", "研发进度": "I期", "适应症": "降糖/减重"}, "stock_code": "300723"},
|
||
{"stock": "新诺威", "reason": "石药百克（拟收购公司）在研产品TG103为创新药、司美格鲁肽为仿制药，预计2027年上市销售", "其他标签": {"分类": "GLP-1相关", "技术路线": "单靶点", "研发进度": "其他", "适应症": "减重"}, "stock_code": "300765"},
|
||
{"stock": "众生药业", "reason": "RAY1225注射液中国III期临床试验逐步启动；美国II期临床试验获批", "其他标签": {"分类": "GLP-1相关", "技术路线": "单靶点", "研发进度": "其他", "适应症": "降糖/减重"}, "stock_code": "002317"},
|
||
{"stock": "博瑞医药", "reason": "BGM0504注射液", "其他标签": {"分类": "GLP-1相关", "技术路线": "双靶点", "研发进度": "III期", "适应症": "降糖/减重"}, "stock_code": "688166"},
|
||
{"stock": "恒瑞医药", "reason": "HRS9531注射液处于III期，片剂处于II期", "其他标签": {"分类": "GLP-1相关", "技术路线": "双靶点", "研发进度": "III期", "适应症": "减重"}, "stock_code": "600276"},
|
||
{"stock": "通化东宝", "reason": "产品处于临床试验II期", "其他标签": {"分类": "GLP-1相关", "技术路线": "双靶点", "研发进度": "II期", "适应症": "减重"}, "stock_code": "600867"},
|
||
{"stock": "康缘药业", "reason": "ZX2010注射液准备开展II期", "其他标签": {"分类": "GLP-1相关", "技术路线": "双靶点", "研发进度": "II期", "适应症": "降糖/减重"}, "stock_code": "600557"},
|
||
{"stock": "华东医药", "reason": "HDM1005注射液", "其他标签": {"分类": "GLP-1相关", "技术路线": "双靶点", "研发进度": "II期", "适应症": "减重"}, "stock_code": "000963"},
|
||
{"stock": "乐普医疗", "reason": "MWN101注射液已完成的二期临床试验（同类产品国内进度第一）", "其他标签": {"分类": "GLP-1相关", "技术路线": "双靶点", "研发进度": "II期", "适应症": "降糖/减重"}, "stock_code": "300003"},
|
||
{"stock": "康缘药业", "reason": "ZX2021注射液准备开展II期临床", "其他标签": {"分类": "GLP-1相关", "技术路线": "三靶点", "研发进度": "II期", "适应症": "降糖/减重"}, "stock_code": "600557"},
|
||
{"stock": "恒瑞医药", "reason": "HRS-4729注射液", "其他标签": {"分类": "GLP-1相关", "技术路线": "三靶点", "研发进度": "I期", "适应症": "减重"}, "stock_code": "600276"},
|
||
{"stock": "翰宇药业", "reason": "与碳云智肽联合开发", "其他标签": {"分类": "GLP-1相关", "技术路线": "三靶点", "研发进度": "其他", "适应症": "降糖/减重"}, "stock_code": "300199"},
|
||
{"stock": "华森制药", "reason": "奥利司他", "其他标签": {"产业链位置": "奥利司他"}, "stock_code": "002907"},
|
||
{"stock": "海正药业", "reason": "奥利司他", "其他标签": {"产业链位置": "奥利司他"}, "stock_code": "600267"},
|
||
{"stock": "圣诺生物", "reason": "原料药已取得美国DMF备案", "其他标签": {"产业链位置": "原料药", "产品": "司美格鲁肽"}, "stock_code": "688117"},
|
||
{"stock": "泰恩康", "reason": "原液(API)根据客户的订单量安排生产出货", "其他标签": {"产业链位置": "原料药", "产品": "司美格鲁肽"}, "stock_code": "301263"},
|
||
{"stock": "美诺华", "reason": "原料药中间体", "其他标签": {"产业链位置": "原料药", "产品": "司美格鲁肽"}, "stock_code": "603538"},
|
||
{"stock": "金凯生科", "reason": "口服制剂吸收促进剂SNAC中间体", "其他标签": {"产业链位置": "原料药", "产品": "司美格鲁肽"}, "stock_code": "301509"},
|
||
{"stock": "奥锐特", "reason": "已完成中试，年产300公斤司美格鲁肽原料药生产线及配套设施建设项目的生产厂房已完成建设", "其他标签": {"产业链位置": "原料药", "产品": "司美格鲁肽"}, "stock_code": "605116"},
|
||
{"stock": "德展健康", "reason": "完成100L规模发酵罐试验，天津武清基地的生产线建设已启动", "其他标签": {"产业链位置": "原料药", "产品": "司美格鲁肽"}, "stock_code": "000813"},
|
||
{"stock": "诺泰生物", "reason": "原料药已取得美国FDA DMF并获得出口欧盟原料药证明文件", "其他标签": {"产业链位置": "原料药", "产品": "替尔泊肽"}, "stock_code": "688076"},
|
||
{"stock": "四川双马", "reason": "控股子公司湖北健翔（通过FDA现场检查）主要涉及替尔泊肽、司美格鲁肽、利拉鲁肽等原料药品种", "其他标签": {"产业链位置": "原料药", "产品": "多种"}, "stock_code": "000935"},
|
||
{"stock": "美诺华", "reason": "JH389（GLP-1相关靶点的新型递送系统）预计近期申报专利保护后推进BD，2025年内有望提交产品欧洲上市申请", "其他标签": {"产业链位置": "新型递送系统"}, "stock_code": "603538"},
|
||
{"stock": "纳微科技", "reason": "每纯化1公斤索马鲁肽（即司美格鲁肽）原料药需要消耗约0.8至2公斤反相硅胶色谱填料", "其他标签": {"产业链位置": "反相硅胶色谱填料"}, "stock_code": "688690"},
|
||
{"stock": "键凯科技", "reason": "替尔泊肽侧链tBuO-ICO-Glu(AEEA-AEEA-OH)-OtBu获FDA的DMF备案，处于早期研发阶段", "其他标签": {"产业链位置": "聚乙二醇化"}, "stock_code": "688356"},
|
||
{"stock": "睿智医药", "reason": "多肽及小分子研发能力，可助力包括减肥药在内的相关药物研发推进", "其他标签": {"产业链位置": "外包", "业务": "CXO"}, "stock_code": "300149"},
|
||
{"stock": "圣诺生物", "reason": "多个GLP-1创新药合作项目在有序推进中；客户众生药业", "其他标签": {"产业链位置": "外包", "业务": "CXO"}, "stock_code": "688117"},
|
||
{"stock": "阳光诺和", "reason": "外包-CXO", "其他标签": {"产业链位置": "外包", "业务": "CXO", "子分类": "其他"}, "stock_code": "688621"},
|
||
{"stock": "百花医药", "reason": "外包-CXO", "其他标签": {"产业链位置": "外包", "业务": "CXO", "子分类": "其他"}, "stock_code": "600721"},
|
||
{"stock": "皓元医药", "reason": "外包-CXO", "其他标签": {"产业链位置": "外包", "业务": "CXO", "子分类": "其他"}, "stock_code": "688131"},
|
||
{"stock": "美迪西", "reason": "外包-CXO", "其他标签": {"产业链位置": "外包", "业务": "CXO", "子分类": "其他"}, "stock_code": "688202"},
|
||
{"stock": "普蕊斯", "reason": "承接的I类减重新药项目个数占公司在执行项目数的比例不高", "其他标签": {"产业链位置": "外包", "业务": "SMO"}, "stock_code": "301257"},
|
||
{"stock": "英特集团", "reason": "公司正常开展GLP-1相关产品业务，与礼来、诺和诺德等企业持续开展对接与合作", "其他标签": {"产业链位置": "合作"}, "stock_code": "000411"},
|
||
{"stock": "德源药业", "reason": "赛诺生物（持股8%）官网重组蛋白原料药包括司美格鲁肽、利拉鲁肽、替尔泊肽", "其他标签": {"产业链位置": "北交所"}, "stock_code": "920735"}
|
||
]
|
||
}
|
||
};
|
||
|
||
const glp1Tbody = document.querySelector('div[x-show="tab === \'glp1\'"] tbody');
|
||
const chainTbody = document.querySelector('div[x-show="tab === \'chain\'"] tbody');
|
||
const otherTbody = document.querySelector('div[x-show="tab === \'other\'"] tbody');
|
||
|
||
const stocks = stockData["国产减肥药(250609)"]["64C3413F-4A28-431E-A872-42FEBD54C03F.png"];
|
||
|
||
stocks.forEach(s => {
|
||
const tags = s.其他标签 || {};
|
||
const codeLink = s.stock_code ? `<a href="https://valuefrontier.cn/company?scode=${s.stock_code}" target="_blank" class="text-cyan-400 hover:underline">${s.stock_code}</a>` : 'N/A';
|
||
|
||
if (tags.分类 === 'GLP-1相关') {
|
||
const row = `<tr>
|
||
<td class="font-semibold">${s.stock}</td>
|
||
<td>${codeLink}</td>
|
||
<td>${s.reason}</td>
|
||
<td><span class="badge badge-outline badge-info">${tags.技术路线 || 'N/A'}</span></td>
|
||
<td><span class="badge badge-outline badge-warning">${tags.研发进度 || 'N/A'}</span></td>
|
||
<td><span class="badge badge-outline badge-success">${tags.适应症 || 'N/A'}</span></td>
|
||
</tr>`;
|
||
glp1Tbody.innerHTML += row;
|
||
} else if (tags.产业链位置 && ['原料药', '新型递送系统', '反相硅胶色谱填料', '聚乙二醇化', '外包'].includes(tags.产业链位置)) {
|
||
const row = `<tr>
|
||
<td class="font-semibold">${s.stock}</td>
|
||
<td>${codeLink}</td>
|
||
<td>${s.reason}</td>
|
||
<td><span class="badge badge-outline">${tags.产业链位置 || 'N/A'}</span></td>
|
||
<td><span class="badge badge-outline badge-primary">${tags.产品 || tags.业务 || 'N/A'}</span></td>
|
||
</tr>`;
|
||
chainTbody.innerHTML += row;
|
||
} else {
|
||
const row = `<tr>
|
||
<td class="font-semibold">${s.stock}</td>
|
||
<td>${codeLink}</td>
|
||
<td>${s.reason}</td>
|
||
<td><span class="badge badge-outline badge-ghost">${tags.产业链位置 || 'N/A'}</span></td>
|
||
</tr>`;
|
||
otherTbody.innerHTML += row;
|
||
}
|
||
});
|
||
|
||
window.addEventListener('resize', () => {
|
||
marketSizeChart.resize();
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |