金融界消息 截至2025年8月8日收盘，吉林敖东（000623）报收于19.15元，上涨0.21%，换手率1.16%， 成交量13.87万手，成交金额2.66亿元。 资金流向方面，今日主力资金净流出1909.41万元，占比成交额7.18%。其中，超大单净流入1396.52万 元、占成交额5.25%，大单净流出3305.93万元、占成交额12.43%，中单净流出流入840.45万元、占成交 额3.16%，小单净流入1068.96万元、占成交额4.02%。 来源：金融界 天眼查商业履历信息显示，吉林敖东药业集团股份有限公司，成立于1993年，位于延边朝鲜族自治州， 是一家以从事医药制造业为主的企业。企业注册资本119589.5387万人民币，实缴资本119589.5387万人 民币。公司法定代表人为李秀林。 通过天眼查大数据分析，吉林敖东药业集团股份有限公司共对外投资了47家企业，参与招投标项目1 次，知识产权方面有商标信息216条，专利信息8条，此外企业还拥有行政许可3个。 吉林敖东最新一期业绩显示，截至2025一季报，公司营业总收入6.23亿元、同比减少27.71%，归属净利 润5.17亿元，同比增长259. ...

本报记者 马宇薇 长白山腹地的黑土地里酝酿着勃勃生机——这里是人参、五味子等道地药材的天然温床，也是吉林敖东药业集团股份有限 公司（以下简称"吉林敖东"）产业版图的支点。 依托拥有的1万亩林下种植基地资源和6000亩标准化种养基地，吉林敖东率先建成10种北方道地药材的种质库、基因库、 标本库及数据库，解决了以人参、淫羊藿为代表的北方道地药材种子选育、扩繁、人工规范化种植等关键难题。同时，公司还 建成绿色药材种植基地与东北最大的中药饮片加工基地，保证药材品质源头可控。 "在药材加工过程中，我们利用现代化设备实现精准控温控湿，最大限度保留药材有效成分，确保色泽、形态、品质稳定 均一。在智能色选环节，通过高精度技术剔除杂质、劣品和变色颗粒，使成品色泽均匀、等级分明。"吉林敖东药材种业科技 有限公司副总经理张宇向记者表示，为了实现资源增值，公司还通过标准化仓储及专业防潮防蛀措施、全程温度湿度监控，确 保药材和成品长期存放不变质、药性稳定。 吉林敖东早早认识到中医药产业的发展趋势，在中医药种植、炮制、研发等方面加大投入，不断深化产业链协同能力，成 为推动中医药传承创新的重要力量之一。今年上半年，吉林敖东预计实现归属于上 ...

编者按 盛夏时节，黑土地上绿意盎然，处处涌动着蓬勃活力。7月中旬，中国经济时报记者跟随中宣部组织的"活力中国调研行"主题采访团，深入吉林省 长春、吉林、四平、辽源、松原、延边等地，围绕长春现代化都市圈建设、对外开放、先进制造业发展、产业协同推进、农文旅融合创新、光电信息产业 突破等核心主题展开实地采访，用"点、线、面"结合的立体视角，深度挖掘吉林省在新时代新征程上的鲜活实践，系统揭示推动吉林省高质量发展的"活 力密码"，生动记录新时代吉林振兴发展的铿锵足迹。 ■ 中国经济时报记者 孙兆 吉林省正以独特的产业发展笔触，勾勒出一幅幅充满活力与创新的经济画卷。中国经济时报记者近日跟随"活力中国调研行"调研组深入白山松水间发现， 从长白山麓抖落历史尘埃的千年人参，到智能化车间里传统中医药与现代科技深度融合的生动实践，再到辽河畔北方袜业园区以纱线织就的民生产业集 群，这些扎根黑土地的特色产业样本，既坚守传统又拥抱创新，既扎根市场又引领需求，已然成为观察吉林省经济韧性与活力的窗口。 01 "参"机盎然 吉林，作为中国乃至世界重要的人参产区，其人参产业的发展备受瞩目，这里撑起了全球人参产业的半壁江山，产量占全国的60%、占 ...

中药板块迎来重要机遇。 8月1日，A股市场冲高回落。截至收盘，沪指跌0.37%，深证成指跌0.17%，创业板指跌0.24%。全市场超3300只个股上涨。 中国银河证券表示，8月份，A股市场预计将在政策预期利好、经济温和复苏、半年报验证窗口以及海外扰动的共同影响下，呈现指数震荡缓升但波 动加大的格局，结构持续分化。其中，半年报业绩驱动分化叠加政策预期升温，有助于资金回流推动A股持续上行，建议关注三条主线：新质生产力+医 药+盈利驱动。 国际市场方面，8月1日，欧洲股市开盘暴跌，大部分欧洲国家股市均跌超1%，截至北京时间19时，法国CAC40跌超2%，德国DAX和意大利MIB均跌 超1.9%。 中药板块掀涨停潮 今日，申万中药指数大涨1.78%，位于二级行业指数涨幅榜前列，维康药业、天目药业、华森制药(002907)等多股涨停。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | 3559.95 | 10991.32 | 2322.63 | | -13.26 -0.37% | -18.45 -0.17% | -5.68 -0.24% | | 北证50 | 科创综指 | 科创5 ...

消息面上，日前，长三角中医药概念验证及成果转化中心在上海奉贤正式启动，标志着上海携手长三角 打造国家级平台，着力打通中医药成果转化的关键环节，为前沿研究迈向市场提供强大引擎。据悉，该 中心是上海农业科创谷赋能中医药大健康产业的一个关键布局，协同长三角及全国资源，致力破解中医 药成果转化的早期瓶颈。 （原标题：最新，全线暴跌！） 中药板块迎来重要机遇。 8月1日，A股市场冲高回落。截至收盘，沪指跌0.37%，深证成指跌0.17%，创业板指跌0.24%。全市场 超3300只个股上涨。 盘面上，中药板块掀涨停潮，维康药业、天目药业、新天药业等多股涨停；光伏设备板块反弹，捷佳伟 创、双良节能涨停。下跌方面，中船系、民爆概念跌幅居前，ST应急和保利联合跌停。 中国银河证券表示，8月份，A股市场预计将在政策预期利好、经济温和复苏、半年报验证窗口以及海 外扰动的共同影响下，呈现指数震荡缓升但波动加大的格局，结构持续分化。其中，半年报业绩驱动分 化叠加政策预期升温，有助于资金回流推动A股持续上行，建议关注三条主线：新质生产力+医药+盈利 驱动。 国际市场方面，8月1日，欧洲股市开盘暴跌，大部分欧洲国家股市均跌超1%，截至北京 ...

据数据宝统计，截至目前，已有19家上市公司发布2025年半年度相关报告。从净利润规模来看（按照半 年报、快报、预告区间中值顺序选取），达仁堂、吉林敖东、步长制药、佐力药业、奇正藏药靠前，依 次为19.2亿元、12.63亿元、5.98亿元、3.78亿元、3.58亿元。其中，达仁堂、吉林敖东和步长制药净利 润均实现同比翻倍增长。达仁堂预计2025年上半年实现归母净利润18.4亿元至20亿元，同比增长180% 至204%，业绩增长主因为出售了联营公司天津史克12%的股权，处置收益15.4亿元，税后净利润13.1亿 元。长城证券指出，达仁堂成功研发出"京万红焕肤因子"，将传统中药智慧转化为安全有效的护肤成 分。京万红软膏组方已在皮肤护理领域显示出积极潜力，未来随着公司深入的开发，有望进一步打开中 药皮肤健康市场。此外，天目药业顺利实现扭亏为盈。报告期内，公司持续强化药品、保健品市场及医 疗器械等板块布局及终端销售，带动产品销量及销售收入同比大幅增长，推动公司整体盈利水平的提 升。该股今日涨停，知名游资炒股养家现身龙虎榜，净买入953.09万元。 ...

吉林敖东最新一期业绩显示，截至2025一季报，公司营业总收入6.23亿元、同比减少27.71%，归属净利 润5.17亿元，同比增长259.75%，扣非净利润4.88亿元，同比增长75.56%，流动比率1.871、速动比率 1.525、资产负债率11.43%。 金融界消息 截至2025年8月1日收盘，吉林敖东（000623）报收于19.04元，上涨0.42%，换手率1.65%， 成交量19.62万手，成交金额3.76亿元。 资金流向方面，今日主力资金净流出3350.51万元，占比成交额8.9%。其中，超大单净流出2027.03万 元、占成交额5.39%，大单净流出1323.47万元、占成交额3.52%，中单净流出流出385.52万元、占成交 额1.02%，小单净流入3736.03万元、占成交额9.93%。 通过天眼查大数据分析，吉林敖东药业集团股份有限公司共对外投资了47家企业，参与招投标项目1 次，知识产权方面有商标信息216条，专利信息8条，此外企业还拥有行政许可3个。 来源：金融界 天眼查商业履历信息显示，吉林敖东药业集团股份有限公司，成立于1993年，位于延边朝鲜族自治州， 是一家以从事医药制造业为主的 ...

Core Viewpoint - The biopharmaceutical industry in the Shenzhen Stock Exchange is showing a stable and positive performance in the first half of 2025, with 56 companies expected to achieve a net profit between 3.8 billion to 5 billion yuan [1] Group 1: Performance Forecasts - Dabo Medical is expected to achieve a net profit of approximately 230 million to 250 million yuan, representing a year-on-year increase of 66.37% to 80.84% [2] - Aosaikang is projected to realize a net profit of 135 million to 175 million yuan, with a year-on-year growth rate of 78.58% to 131.50% [2] - Jilin Aodong anticipates a net profit of about 1.236 billion to 1.290 billion yuan, reflecting a year-on-year increase of 130% to 140% [3] Group 2: Innovation and R&D - Dabo Medical emphasizes product innovation and international development strategies to maintain healthy business growth [2] - Aosaikang is focusing on the commercialization of its first innovative drug, which marks a significant milestone in its transformation [2] - Aosaikang has over 40 drugs in various stages of development, including more than ten innovative drugs in clinical stages [5] Group 3: Strategic Adjustments - Companies are actively adjusting their operational strategies and optimizing cost structures to enhance resilience and profitability [4] - Dabo Medical plans to strengthen its core business through innovation and international expansion [4] - Jilin Aodong aims to focus on its pharmaceutical core business while leveraging its brand advantages for steady revenue and profit growth [4]

Core Insights - The research led by Chinese scientists reveals that extracellular vesicles from antler blastema progenitor cells can reverse bone loss and mitigate aging-related phenotypes in mice and macaques, providing a new treatment strategy for age-related diseases such as Alzheimer's and osteoporosis [1][3][11] - The findings are expected to drive the traditional deer industry towards biotechnology, creating a new ecosystem that combines ancient Chinese medicine wisdom with modern biotechnological advancements [3][4][18] Company Overview - Jilin Aodong (000623) is the largest deer product processing company in China, with over 60 years of experience in breeding sika deer and continuous research on deer antler [3][4][18] - The scientific discoveries related to deer antler have validated the traditional efficacy of Jilin Aodong's product, Anshen Bnona Liquid, which is believed to contain "longevity" secrets that will be gradually unveiled with the research outcomes [3][12][16] Market Potential - Jilin Aodong aims to integrate traditional deer antler value with cutting-edge biotechnology, potentially capturing a significant share of the "brain health" market, which is projected to be worth hundreds of billions [4][18] - The company has a strong foothold in the market, holding 60%-70% of the national market share for Anshen Bnona Liquid, which generates over 700 million yuan in annual sales [16][17] Research and Development - The research on deer antler regeneration has opened new avenues for anti-aging interventions, particularly in reversing bone loss and improving multi-organ aging [11][19] - Jilin Aodong has been actively investing in research and development, achieving breakthroughs in deer breeding technology and establishing a comprehensive disease prevention system [19][20] Policy Support - The company benefits from favorable government policies aimed at promoting the deer industry, including the recent development plan for the sika deer industry (2025-2029) that encourages the exploration of classic formulas and modern biotechnological applications [20][21] - Jilin Aodong has already obtained GMP compliance and "blue hat" certification for its health products, positioning itself well to leverage policy support for quality enhancement [20]

Core Viewpoint - Jilin Aodong Pharmaceutical Group Co., Ltd. has evolved from a state-owned deer farm established in 1957 to a modern enterprise with three major business segments: pharmaceuticals, finance, and health care, occupying an industrial park of 122 hectares, showcasing significant growth and innovation in the industry [1][3]. Group 1: Company Overview - Jilin Aodong operates 20 subsidiaries, primarily focused on pharmaceuticals, including six drug processing companies and five sales companies, which form the core production capacity of the company [3]. - The company holds 624 production approval numbers, with 312 for traditional Chinese medicine and 312 for chemical drugs, including 46 exclusive varieties and dosage forms [3]. Group 2: Financial Performance - Jilin Aodong anticipates a profit exceeding 1.2 billion yuan in the first half of the year, driven by the sustained performance of its three business segments [6]. - The investment return from Guangfa Securities, in which Jilin Aodong holds a 20.11% stake, is expected to grow by 40.69% year-on-year for the 2024 fiscal year [6]. Group 3: Business Strategy and Future Outlook - The company is expanding into the "big health" sector through subsidiaries focused on health technology and enzyme production, which are seen as new growth points [8]. - Jilin Aodong emphasizes technological innovation to foster new productive forces and accelerate industrial transformation, contributing to local employment and tax revenue [8].