Core Viewpoint - The traditional Chinese medicine industry is currently in a significant development opportunity period, and the company aims to leverage policy and market opportunities to innovate and grow within this sector [1] Group 1: Strengthening Traditional Chinese Medicine Industry - The company originated from a state-owned deer farm and has established a standardized breeding base for Sika deer, ensuring high-quality raw materials for traditional Chinese medicine [1][2] - The company has invested over 46 million yuan in upgrading epidemic prevention facilities, maintaining a zero-positive record for brucellosis and tuberculosis since 2021 [1][2] - The company has obtained 525 registration certificates in the Chinese medicine granule sector, enhancing its influence in industry standards [2] Group 2: Research and Development Innovation - The company focuses on core material research and has increased investment in technology development, transitioning from experience-based practices to scientific decoding [2][4] - The company has developed a product cluster centered around Sika deer, including various medicinal products, creating an ecological closed loop from breeding to pharmaceutical products [2][3] - The company emphasizes the integration of research, breeding, processing, and market feedback to drive fundamental changes in production methods [4] Group 3: Financial and Capital Interaction - The company has adopted a dual-driven development model of "healthcare + financial capital," using financial resources to support long-term research and development [5][6] - The company is the largest shareholder of Guangfa Securities, which has provided significant cash flow and stability, contributing 12.43 billion yuan and 17.49 billion yuan in 2023 and 2024, respectively [6] - The company collaborates with various universities and research institutions to enhance its research capabilities and invest in promising biopharmaceutical projects [6][7]

Group 1 - The flu epidemic in China is at a high level, primarily driven by the H3N2 strain, with increased transmission risk due to upcoming population movements during the New Year holiday [1] - Demand for antiviral and symptomatic medications has surged, with a reported over 500% increase in flu-related drug purchases on Alibaba Health and over 100% increase in orders for traditional Chinese medicine on Meituan [1] - The pharmaceutical industry is responding effectively across the supply chain, from vaccine production to drug distribution, indicating a well-coordinated effort to manage the public health challenge [1][2] Group 2 - Vaccine companies are ramping up production, with Hualan Vaccine reporting 55 batches of flu vaccine issued since November, reflecting increased public willingness to get vaccinated [2] - Diagnostic companies like Dian Diagnostics and Kingmed Diagnostics are seeing increased business, supporting the trend of testing before treatment, which enhances rational drug use [2] - The treatment landscape is diversifying, with both chemical and traditional Chinese medicines being utilized, indicating a shift in market dynamics [3][5] Group 3 - Traditional Chinese medicine is gaining traction, with companies like China Resources Sanjiu and Kangyuan Pharmaceutical seeing strong growth in their antiviral product lines [5] - The distribution sector is crucial, with companies like Yiyigou ensuring rapid delivery of essential medications during peak demand periods [5] - The clinical relevance of traditional Chinese medicine is increasing, supported by government policies that endorse its use in flu treatment, leading to a rise in evidence-based research [6][9] Group 4 - Companies are focusing on clinical research to validate the efficacy of traditional Chinese medicines, with Kangyuan Pharmaceutical conducting head-to-head trials against conventional drugs [7][9] - The competitive landscape in the respiratory system traditional Chinese medicine market is diverse, with companies like China Resources Sanjiu and Yiling Pharmaceutical leveraging brand strength and market recognition [9] - As the industry moves towards evidence-based medicine, companies with strong research capabilities and clinical data are likely to capture more market opportunities [9]

| 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2025-12-29 | 000623 | 吉林敖东 | 18.68 | 18.90 | | 353.05 招商证券股份有限 | 中山证券有限责任 | | | | | | | | 公司天津友谊北路 | 公司湖北分公司 | | | | | | | | 证券营业部 | | 12月29日，吉林敖东大宗交易成交18.9万股，成交额353.05万元，占当日总成交额的1.81%，成交价 18.68元，较市场收盘价19.62元折价4.79%。 ...

Group 1 - Jilin Aodong Pharmaceutical Group actively participated in the "Hundred Enterprises Connect Hundred Villages" initiative, donating essential medicines worth RMB 594,900 to nine poverty alleviation villages in Tibet [1] - The donated medicines include four types of urgently needed common drugs, which will be distributed to 1,147 farming and pastoral households, enhancing local healthcare resources [1] - The company is committed to the development of traditional Chinese medicine (TCM) through innovation and industry upgrades, integrating traditional characteristics with modern elements [1] Group 2 - Jilin Aodong focuses on core research of traditional Chinese medicinal materials, advancing into anti-aging and regenerative medicine, and transitioning TCM from "experience inheritance" to "scientific decoding" [2] - The company has obtained two significant invention patents, upgrading core products to meet high-quality health consumption demands [2] - Jilin Aodong is enhancing the entire TCM industry chain's intelligent upgrade through new production capabilities, utilizing biotechnologies and smart management systems for better quality control [2] Group 3 - The company has secured 525 filing certificates in the TCM granule sector and is leading industry standard research in collaboration with universities, filling market gaps and guiding industry development [3] - Jilin Aodong is reconstructing a health ecosystem centered around deer antler, significantly increasing the knowledge density and value of the entire industry chain [3] - The company aims to drive industry upgrades through technological innovation and standardization, aligning with the "Healthy China" strategy and the 14th Five-Year Plan [3]

Core Viewpoint - The modernization of traditional Chinese medicine relies heavily on the quality of raw materials, with Jilin Aodong Pharmaceutical Group Co., Ltd. achieving significant milestones in the deer farming industry by becoming the first company in China to receive national certification for disease-free deer farming [1][2] Group 1: Company Achievements - Jilin Aodong's deer breeding base passed the national-level evaluation for Brucella and tuberculosis disease-free status, marking a significant advancement in safety standards for the deer farming industry [1] - The company has invested over 46 million yuan in upgrading disease prevention facilities and has established a comprehensive monitoring system for disease prevention [1] - Since 2021, Jilin Aodong has maintained a zero-positive rate for Brucella and tuberculosis through precise control measures [1] Group 2: Industry Practices - The company operates a GAP-standardized deer breeding base covering over 350 hectares in the Changbai Mountain core area, with a stock of nearly 3,000 deer [2] - Jilin Aodong adheres to traditional natural feeding methods, avoiding the use of premixed feed, and implements a closed-loop management system for deer antler raw materials, ensuring all quality resources remain within its own system [2] - The company has developed the first deer breed named after itself, "Aodong Sika Deer," ensuring the purity and quality traits of the raw materials [2] Group 3: Future Outlook - Jilin Aodong plans to continue strengthening raw material safety standards in alignment with the "Healthy China" strategy and the "14th Five-Year Plan," aiming to promote the standardization and high-end development of the deer industry in Jilin Province [2]

格隆汇12月22日丨吉林敖东(000623.SZ)公布，收到实际控制人李秀林及一致行动人（包括敦化市金源 投资有限责任公司及4名敦化市金诚实业有限责任公司股东）的通知，鉴于李秀林及一致行动人于2020 年12月21日签署的《一致行动人协议》已到期，李秀林先生、敦化市金源投资有限责任公司及4名敦化 市金诚实业有限责任公司（简称"金诚公司"）股东于2025年12月21日续签了《一致行动人协议》，继续 作为一致行动人，共同通过控股股东金诚公司间接控制公司，为公司的共同实际控制人。 ...

证券代码：000623 证券简称：吉林敖东 公告编号：2025-069 吉林敖东药业集团股份有限公司 关于控股股东敦化市金诚实业有限责任公司 股东续签一致行动人协议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 吉林敖东药业集团股份有限公司（以下简称 "公司"或"吉林敖东"）于 2025 年 12 月 21 日收到实际控制人李秀林及一致行动人（包括敦化市金源投资 有限责任公司及 4 名敦化市金诚实业有限责任公司股东）的通知，鉴于李秀林及 一致行动人于 2020 年 12 月 21 日签署的《一致行动人协议》已到期，李秀林先 生、敦化市金源投资有限责任公司及 4 名敦化市金诚实业有限责任公司（以下简 称"金诚公司"）股东于 2025 年 12 月 21 日续签了《一致行动人协议》，继续 作为一致行动人，共同通过控股股东金诚公司间接控制公司，为公司的共同实际 控制人。具体情况如下： 根据《公司法》、《合同法》等相关法律、法规，各方经友好协商，就在金诚 公司行使股东权利时采取一致行动等有关事宜达成如下协议，以资遵守。 第一条 各方一致同意今后作为金诚公司股东 ...

Core Insights - The core viewpoint of the article highlights the growing market for ready-to-eat ginseng products in China, driven by increasing health awareness among consumers, including not only the elderly but also young professionals and health-conscious individuals [1][10]. Industry Overview - Ready-to-eat ginseng is produced from ginseng through processes such as washing, steaming, slicing, drying, and flavoring, making it convenient for direct consumption while retaining essential nutrients [2]. - The market for ready-to-eat ginseng is projected to reach 28 billion yuan in 2024, with a year-on-year growth of 14.3% [1][10]. Development History - Historically, ginseng was consumed in its whole form, requiring complex preparation methods. The demand for convenient health supplements has led to the industrial development of ready-to-eat ginseng since 2011, driven by technological innovations and consumer upgrades [2][10]. - New technologies such as freeze-drying and bio-fermentation have been widely adopted, enhancing product quality and extending shelf life [2]. Regulatory Environment - Recent policies emphasize food safety and quality control across all stages of production, processing, and distribution of ready-to-eat ginseng, promoting a shift towards standardized and high-quality industry practices [4][5]. Industry Chain - The upstream of the ready-to-eat ginseng industry includes suppliers of raw materials like ginseng, honey, and packaging materials, while the midstream involves research, production, and processing [6]. - The downstream consists of various sales channels, including pharmacies, health product stores, and e-commerce platforms [6]. Market Competition - The ready-to-eat ginseng market is characterized by a fragmented competitive landscape, with the top five companies holding less than 40% market share in 2024 [12]. - Key players include Tongrentang, China Resources Sanjiu, and Yisheng Pharmaceutical, among others, each with distinct product offerings and market strategies [12][13]. Future Trends - The future of the ready-to-eat ginseng market will focus on standardized cultivation and innovative product forms to cater to diverse consumer needs, including portable packaging for convenience [16]. - There will be an increase in customized products targeting specific demographics, such as beauty products for women and fatigue-relief options for young professionals [16].

截至发稿，吉林敖东市值为233亿元。 每经头条（nbdtoutiao）——秒光、售罄！银行大额存单成稀缺资源，2%以上产品很难抢，有的门槛高 达1000万元！专家：存款利率或长期下行 （记者 曾健辉） 每经AI快讯，吉林敖东（SZ 000623，收盘价：19.49元）12月5日晚间发布公告称，公司第十一届第二 十二次董事会会议于2025年12月5日在公司六楼会议室以现场结合通讯方式召开。会议审议了《关于公 司员工持股计划延期的议案》等文件。 2025年1至6月份，吉林敖东的营业收入构成为：医药行业占比73.63%，连锁药店批发和零售占比 16.59%，食品占比7.39%，其他行业占比1.76%，其他业务占比0.62%。 ...

吉林敖东药业集团股份有限公司 关于公司员工持股计划延期的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、公司员工持股计划基本情况 证券代码：000623 证券简称：吉林敖东 公告编号:2025-068 吉林敖东药业集团股份有限公司（以下简称"公司"）于 2016 年 7 月 15 日 召开的 2016 年第一次临时股东大会审议通过了《<吉林敖东药业集团股份有限公 司员工持股计划（草案）>及其摘要》的议案，具体内容详见 2016 年 6 月 30 日、 2016 年 7 月 16 日在《中国证券报》《上海证券报》《证券时报》《证券日报》 及巨潮资讯网上披露的相关公告。 截至 2016 年 12 月 30 日，公司员工持股计划通过购买公司回购股份的方式 完成购买股票，购买数量为 19,809,743 股，占公司总股本比例为 2.21%。2017 年 6 月 9 日，公司披露《2016 年年度权益分派实施公告》（公告编号：2017-021）， 以 894,438,433 股为基数，向全体股东每 10 股派发现金红利 3.00 元（含税）， 送红股 3 股（ ...