转自：前瞻产业研究院 本文核心数据：连锁药店产业链、产业链全景图、代表性企业区域分布 连锁药店行业产业链全景梳理 连锁药店产业链上游主要为制造企业、医疗器械生产企业、保健品生产企业以及医药物流供应商等;中游 为连锁药店;连锁药店下游主要为线下客户和线上客户，线上客户通过医药电商平台、药店APP等需求获 得。 以下数据及分析来自于前瞻产业研究院连锁药店行业研究小组发布的《中国仿制药行业发展前景与投资战 略规划分析报告》。 连锁药店行业主要上市公司：大参林（维权）(603233);益丰药房(603939);老百姓(603883);一心堂(002727); 人民同泰(600829);国药控股(01099.HK);健之佳(605266);漱玉平民(301017);同仁堂(600085)等 连锁药店行业产业链区域热力地图 从区域分布看，上游医药、医疗器械、保健品等供应商主要分布于北京、江苏、湖北、湖南等省市;中国 连锁药店经营企业主要分布在湖南、云南、广东、上海等省市，例如湖南拥有益丰药房、老百姓;云南拥 有一心堂和健之佳。 连锁药店上游供应商有复星医药等药品供应商、鱼跃医疗等医疗器械供应商、汤臣倍健等保健品供应商、 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600829 | 人民同泰 | 11.77 | -4.70% | 30.18万 | 3.57亿 | | 603122 | 合富中国 | 17.80 | -4.20% | 24.82万 | 4.44/乙 | | 000078 | 海王生物 | 3.80 | -4.04% | 200.25万 | 7.71亿 | | 002589 | 瑞康医药 | 3.40 | -2.86% | 75.75万 | 2.60亿 | | 002788 | 鹭乖医药 | 15.81 | -2.23% | 34.74万 | 5.54亿 | | 600056 | 中国医药 | 11.04 | -1.52% | 31.67万 | 3.49 Z | | 300937 | 药易购 | 34.98 | -1.19% | 3.06万 | 1.08亿 | | 000950 | 重药控股 | 6.15 | -0.97% | 35.60万 | 2.19亿 | | 600713 | 南京医药 | ...

证券之星消息，1月28日医药商业板块较上一交易日下跌1.0%，人民同泰领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。医药商业板块个股涨跌见下表： 从资金流向上来看，当日医药商业板块主力资金净流出5.28亿元，游资资金净流出7430.02万元，散户资 金净流入6.03亿元。医药商业板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600056 | 中国医药 | 3214.63万 | 5.42% | -1657.53万 | -2.80% | -1557.11万 | -2.63% | | 000950 | 重药控股 | 2310.52万 | 9.36% | -515.37万 | -2.09% | -1795.15万 | -7.27% | | 603883 | 老百姓 | 1263.92万 | 3.83% | 1194.90万 | 3.62% ...

市场分析人士指出，上海医药、华润医药两者均为大型流通集团，批零一体化已趋于成熟，《意见》支 持跨区域公平竞争，将助推其扩展零售端，营收规模或显著增长。九州通在批零一体方面已有较深厚积 累，政策将强化其供应链优势，参与集采有望进一步降低采购成本，提升毛利率。 具体举措包括，鼓励药品零售企业依法开展横向并购与重组，鼓励各地优化营商环境，对于被整合的连 锁或单体药店，优化《药品经营许可证》申请核发流程。涉及医保资质变更的，允许原医保资质继续存 续和使用，新医保资质正式开通后，注销原医保资质。 此外，鼓励药品批发企业依法通过兼并重组整合供应链与零售终端，推动批零一体化发展，实现仓储物 流资源共用、质量管理体系协同及全流程信息追溯，提升供应链效率，有效降低运营成本。 市场普遍认为，这一医药流通行业的指导性政策意见将进一步推动并购重组，提升行业集中度，与此同 时，批零一体化、药房作为"健康服务枢纽"新定位，以及供应链优化等将降低流通环节成本，推动相关 上市公司从"药品销售"向"综合服务"转型。 截至1月23日收市，当天涨幅居前公司中，益丰药房（上涨10.02%）、大参林（上涨6.88%）均为连锁 药房门店数量领先的行业龙 ...

证券之星消息，1月23日宠物经济板块较上一交易日上涨0.51%，人民同泰领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。宠物经济板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 从资金流向上来看，当日宠物经济板块主力资金净流出514.64万元，游资资金净流出5139.26万元，散户 资金净流入5653.9万元。宠物经济板块个股资金流向见下表： ...

证券之星消息，1月23日医药商业板块较上一交易日上涨3.69%，益丰药房领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。医药商业板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603939 | 益丰药房 | 24.81 | 10.02% | 28.43万 | 7.03亿 | | 603233 | 大参林 | 21.27 | 6.88% | 21.14万 | 4.51亿 | | 600829 | 人民同泰 | 12.04 | 6.08% | 53.18万 | 6.49亿 | | 603883 | 老百姓 | 16.44 | 5.93% | 51.90万 | 8.43亿 | | 603108 | 润达医疗 | 17.72 | 5.48% | 45.16万 | 7.92亿 | | 000078 | 海王生物 | 3.82 | 5.23% | 214.56万 | 8.13亿 | | 002788 | 醫症医药 | 17.61 ...

Core Viewpoint - The article highlights the strong performance of the space photovoltaic and space tourism sectors, leading to significant gains in related stocks and a notable rise in the commercial aerospace sector [2][4]. Group 1: Space Photovoltaic Sector - The space photovoltaic concept showed stronger performance, driving a broad increase in the photovoltaic sector, including photovoltaic equipment, BC batteries, and POE films [4]. - Space solar power technology collects solar energy in space via satellites and transmits it to the ground in the form of microwaves or lasers, achieving a conversion efficiency that is 2-3 times higher than that on Earth due to continuous sunlight availability in geostationary orbit [7]. - The efficiency of solar energy in space is approximately 1367 W/m², which is over 30% higher than the ground standard of 1000 W/m², significantly enhancing photovoltaic cell output [7]. Group 2: Space Tourism Sector - The "Chuan Yue Zhe" manned spacecraft was publicly showcased, with over 20 space tourists already booked for future flights, aiming for a manned launch by 2028 [8]. - The successful verification of the landing buffer system for the spacecraft marks "Chuan Yue Zhe" as the third commercial aerospace company globally to develop and validate such technology [8]. Group 3: Pharmaceutical Sector - Pharmaceutical stocks saw an increase, with significant gains in sectors such as pharmaceutical commerce, family doctors, medical services, and innovative drugs [10]. - A new policy document aimed at promoting high-quality development in the pharmaceutical retail industry was released, proposing 18 measures to enhance service quality and market vitality [12]. - Leading companies in the pharmaceutical sector are expected to benefit from ongoing policy support, with opportunities for market share growth and diversification into non-pharmaceutical products [12].

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.27%, the Shenzhen Component Index up by 0.24%, and the ChiNext Index down by 0.17% as of midday trading [1][2] - The North Star 50 Index surged by 3.36%, with total trading volume in the Shanghai, Shenzhen, and Beijing markets reaching 19,136 billion yuan, an increase of 1,239 billion yuan compared to the previous day [1][2] Sector Performance - Key sectors that saw significant gains include photovoltaic equipment, precious metals, commercial aerospace, pharmaceutical retail, AI applications, horse racing, and battery industries [1][2] - Conversely, sectors that experienced declines include insurance, coal mining and processing, semiconductors, banking, and shale gas [1][2] Notable Stocks - Commercial aerospace and space photovoltaic sectors experienced a collective surge, with stocks like Jieli Suojue achieving three consecutive trading limits, while Zhongchao Holdings, Junda Co., and Western Materials recorded two consecutive limits [1][2] - The retail pharmacy sector performed well due to policy support for mergers and acquisitions, with stocks like Renmin Tongtai and Yifeng Pharmacy hitting trading limits [1][2] - International gold prices approached 5,000 USD, leading to a significant rise in gold stocks, with Baiyin Youse recording four consecutive trading limits [1][2] Market Dynamics - AI applications, battery, and chemical sectors showed notable activity during the trading session [1][2] - Some computing hardware stocks experienced a pullback, with Xinyi Sheng dropping over 6%, and stocks like Tianfu Communication, Zhongji Xuchuang, and Industrial Fulian also declining [1][2] - Several broad-based ETFs saw increased trading volumes, putting pressure on the three major indices [1][2]

Core Viewpoint - The A-share market for pharmaceutical retail stocks experienced a collective rise, driven by new government measures aimed at enhancing pharmaceutical services and encouraging retail drug sales [1] Group 1: Market Performance - Pharmaceutical retail stocks such as Renmin Tongtai and Yifeng Pharmacy hit the daily limit up, while Luyuan Pharmaceutical rose over 7%, Daclin increased over 6%, and Jiuzhoutong gained over 5% [1] - Other notable performers included Zhongyao Holdings, Yaoyigou, Haiwang Biological, Hefuchina, and Shuyupingmin, all rising over 4% [1] Group 2: Government Measures - The Ministry of Commerce and nine other departments issued a document proposing improvements in pharmaceutical services, enhancing pharmacy service capabilities, and promoting prescription circulation to improve the purchasing experience [1] - Measures include optimizing outpatient service coordination for designated retail pharmacies and encouraging retail drug companies to participate in centralized drug procurement [1] - The government is promoting horizontal mergers and acquisitions among retail drug companies and encouraging the sale of innovative drugs and reference preparations through retail channels [1] - There is an emphasis on encouraging e-pharmacy platforms to open data interfaces and strengthen the monitoring of price linkages between online and offline drug retail prices and provincial procurement platform prices [1]

Group 1 - The core viewpoint of the article highlights a collective rise in A-share pharmaceutical commercial stocks, driven by government initiatives to enhance pharmaceutical services and retail drug sales [1] - The Ministry of Commerce and nine other departments issued a document proposing measures to improve pharmaceutical services, enhance pharmacy service capabilities, and promote prescription circulation to improve the purchasing experience [1] - The document encourages pharmaceutical retail companies to engage in horizontal mergers and acquisitions, and to innovate in drug sales channels, including the sale of innovative drugs and reference preparations through retail pharmacies [1] Group 2 - Notable stock performances include: - Renmin Tongtai (人民同泰) with a rise of 10.04% and a total market value of 72.43 billion [2] - Yifeng Pharmacy (益丰药房) increasing by 10.02% with a market cap of 301 billion [2] - Luyuan Pharmaceutical (鹭燕医药) up by 7.76% with a market value of 70.13 billion [2] - Dacelin (大参林) rising by 6.63% with a market cap of 242 billion [2] - Jiuzhoutong (九州通) increasing by 5.27% with a market value of 282 billion [2] - Other companies showing significant gains include Zhongyao Holdings (重药控股) up by 4.89%, Yaoyigou (药易购) up by 4.42%, and Haiwang Biological (海王生物) up by 4.41% [2]