Hubei Jumpcan Pharmaceutical Co Ltd

Jumpcan Pharmaceutical's wholly-owned subsidiary, Jumpcan Pharmaceutical Group, recently received drug registration certificates for Pediatric Laxative Granules and Mesalazine Extended-Release Granules approved and issued by the National Medical Products Administration. Pediatric Laxative Granules is a proprietary innovative traditional Chinese medicine of Category 1.1, indicated for pediatric constipation due to food accumulation. Mesalazine Extended-Release Granules is a chemical drug of Category 3, used for the treatment of ulcerative colitis and Crohn's disease. The company is the first in China to pass the consistency evaluation for this drug. The approval of these drugs will enrich the company's product pipeline and is expected to have a positive impact on development, but sales are subject to uncertainties due to factors such as industry policies.

Talkweb Information System released its 2026 semi-annual report, achieving operating revenue of 1.312 billion yuan, up 0.39% year-on-year, with net profit attributable to shareholders of the listed company at 69.222 million yuan, down 12.16% year-on-year. The company plans to distribute a cash dividend of 0.25 yuan for every 10 shares to all shareholders. As of the end of the reporting period, the company had over 30 products certified through OpenHarmony compatibility assessment, with related products in the market expansion and application stage. In other news, WuXi AppTec announced that a U.S. court has granted its preliminary injunction motion, shielding the company from immediate adverse impact while it challenges the U.S. Department of Defense's 1260H designation in judicial proceedings. Gaozheng Explosives' controlling shareholder is set to change to Tibet Geology and Mineral Resources Group. Ningxia Building Materials plans to repurchase shares worth 100 million to 200 million yuan for cancellation. Wuhan P&S Information Technology saw semi-annual net profit surge 209.5% year-on-year. Galaxy Microelectronics' semi-annual net profit rose 77.28% year-on-year. Hongte Technology plans to raise no more than 650 million yuan through a rights issue for its Thailand base and other projects. Tuoxin Pharmaceutical plans to raise no more than 228 million yuan through a private placement of shares. Biolight has terminated the planned change of control, and its shares and convertible bonds will resume trading on August 10. Huadong Medicine's wholly-owned subsidiary obtained EU MDR CE certification for its medical aesthetics product. Jumpcan Pharmaceutical's subsidiary obtained drug registration certificates for pediatric laxative granules and mesalazine sustained-release granules. Chinese Health's wholly-owned subsidiary had its drug registration application for ferrous succinate tablets accepted.

The State Council has approved in principle the Traditional Chinese Medicine Revitalization and Development 15th Five-Year Plan, igniting the TCM sector. On July 13, Longshen Rongfa hit the 20 percent daily limit up, Shanghai Kaibao and Biotech Valley surged over 10 percent, Tianmu Pharmaceutical hit the daily limit up, and many other stocks rose in sympathy. CITIC Securities believes that the cliff-like drop in upstream precious medicinal material prices has shed the cost burden, the midstream destocking cycle is nearing its end, and cost savings will flow through to the income statement. The current moment is the optimal window for contrarian positioning in the profit recovery inflection point of the TCM OTC sector. China Post Securities noted that branded TCM companies have stable cash flows, and high-dividend TCM firms are trading at historically reasonable or low valuations, offering allocation appeal in a low-interest-rate environment. It suggests paying attention to names such as Dong-E-E-Jiao, Jumpcan Pharmaceutical, and China Resources Jiangzhong.

The National Health Commission and two other departments have officially released the National Essential Medicines List 2026 Edition, which will take effect on September 1, 2026. This marks the fourth adjustment, coming eight years after the 2018 update. The new list includes a total of 794 medicines, comprising 476 chemical and biological products and 318 traditional Chinese patent medicines, with 116 new additions and two removals. For the first time, the adjustment attempted to include innovative drugs, ultimately adding four domestic Class I new drugs, including three chemical and biological products and one traditional Chinese patent medicine. Products from several A-share companies were selected, including Novo Nordisk's semaglutide injection, Yiling Pharmaceutical's Jieyu Chufan Capsules, Zuoli Pharmaceutical's Bailing Capsules, Xingqi Pharmaceutical's gatifloxacin ophthalmic gel, and Jumpcan Pharmaceutical's Xiaoer Chiqiao Qingre Granules. The new list covers 71 percent of the total variety of medicines used in public medical and health institutions nationwide, with essential medicine usage proportions of 78 percent, 74 percent, and 65 percent at primary, secondary, and tertiary public institutions respectively.