Hunan Hansen Pharmaceutical Co Ltd

Hansen Pharmaceutical surged to its daily limit up in early trading on August 25, with over 200,000 lots locked in, securing its fifth consecutive limit-up board. As of press time, the stock traded at 12.33 yuan per share, with turnover of 1.14 billion yuan and a latest market capitalization of 6.2 billion yuan. On the news front, the company released its 2026 interim report on August 24, showing first-half net profit attributable to the parent up 55.52% year on year, driven by its exclusive core products Simotang Oral Liquid and Tianma Xingnao Capsules, and benefiting from a sharp rebound in investment income from associates and a significant decline in income tax expenses. In early trading, the pharmaceutical sector saw localized movement, with innovative drug concept stocks strengthening. Xidian Pharmaceutical hit a 20% limit up, Jiheng Pharmaceutical and Hainan Haiyao surged to limit up, Yuheng Pharmaceutical touched limit up, Hengdi Pharmaceutical rose over 15%, and Chenxin Pharmaceutical, Longshen Rongfa, and Xinguang Pharmaceutical followed higher. The National Medical Products Administration recently held a meeting, calling for support for high-quality development of generic drugs, strengthening medication safeguards for special populations, and expanding high-level opening up.

The National Essential Drug List 2026 Edition officially took effect today, adding 48 varieties of Chinese patent medicines and bringing the total to 794. This is the first adjustment to the essential drug list since 2018. The expansion of Chinese patent medicines closely targets needs in common primary care diseases, chronic conditions of aging, pediatric care, and specialized therapeutic areas, while fully retaining mainstream blood-activating and stasis-removing injectables such as Danshen Injection and Xuesaitong, exceeding market expectations. Among the newly added varieties, exclusive products account for a large share, including over 20 exclusive varieties such as Yiling Pharmaceutical's Jieyu Chufan Capsules, Hansen Pharmaceutical's Simo Decoction Oral Liquid, Mayinglong's Babao Eye Ointment, and Panlong Pharmaceutical's Panlongqi Tablets. Multiple listed companies are optimistic about sales prospects after entering the essential drug list. A source at Mayinglong said Babao Eye Ointment generated over 28 million yuan in revenue in 2025, and after inclusion, primary healthcare institutions will be required to stock it. Panlong Pharmaceutical's core product Panlongqi Tablets will directly benefit from mandatory stocking requirements at secondary hospitals and above. Industry experts predict that newly included varieties will go through a process of tendering, hospital admission, and volume ramp-up, with incremental growth of at least 20 percent and possibly up to 50 percent, but will not have a significant impact on performance in the short term.

Hunan Hansen Pharmaceutical Co., Ltd. announced that three of its products—Simotang Oral Liquid, Dextromethorphan Granules, and Empagliflozin Tablets—have been newly included in the National Essential Medicines List (2026 Edition), with Simotang Oral Liquid being an exclusive variety. The list will officially take effect on September 1, 2026. In addition, the company's existing products—Suoquan Capsules, Huoxiang Zhengqi Water, and Iohexol Injection—remain on the list.