从资金流向上来看，当日中药板块主力资金净流出4.78亿元，游资资金净流出4837.73万元，散户资金净 流入5.26亿元。中药板块个股资金流向见下表： 证券之星消息，7月30日中药板块较上一交易日上涨0.97%，奇正藏药领涨。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。中药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) | | | --- | --- | --- | --- | --- | --- | --- | | 300158 | 振东制药 | 7.39 | -3.90% | 212.16万 | | 15.66 Z | | 000989 | 九芝堂 | 11.39 | -3.72% | 40.79万 | 4.73亿 | | | 300391 | *ST长药 | 4.21 | -2.09% | 1 6.65万 | 2817.41万 | | | 661509 | ST葫芦娃 | 9.18 | -1.71% | 7.27万 | 6690.39万 | | | 002603 | 以岭药业 | 16.52 | ...

风险提示：以上内容仅供参考，不构成投资建议。股市有风险，投资需谨慎。 来源：金融界 截至10时3分，奇正藏药涨停，涨幅10.02%，最新价28.67元，总市值152.31亿元。公司2025年上半年实 现营业收入11.75亿元，同比增长16.36%；归属于上市公司股东的净利润3.58亿元，同比增长9.94%；扣 除非经常性损益后的净利润2.89亿元，同比增长27.20%。 公司目前储备多个藏药批文，包括针对消化代谢问题的21个批文、心脑血管问题的11个批文以及风湿骨 病等骨骼肌肉疾病的19个批文。此外，公司共计有104个产品被纳入西藏医保目录，其中70个品种进入 国家医保目录。 ...

近日，奇正藏药发布2025年半年度业绩快报。披露上半年营收增长16.36%至11.75亿元，归属净利提高 9.94%至3.58亿元。 （企业公告） ...

Core Viewpoint - The company, Qizheng Tibetan Medicine, has successfully integrated its products into the medical insurance directory of Tibet, enhancing its market presence and aligning with local healthcare needs [2] Summary by Relevant Categories Product Inclusion - A total of 104 products from the company have been included in the Tibet medical insurance directory, which consists of 70 varieties such as pain relief patches and herbal medicines [2] - The inclusion of 103 types of national standard Tibetan medicines, 1,394 Tibetan medicine preparations, and 286 Tibetan medicinal pieces has been confirmed, reflecting a commitment to local healthcare [2] Market Development - The company anticipates that the Yaxia Hydropower Project will stimulate the local pharmaceutical industry, indicating potential growth opportunities [2] - Collaboration with professional medical institutions is planned to provide health management solutions for high-altitude diseases, showcasing the company's proactive approach to market needs [2]

Core Viewpoint - Qizheng Tibetan Medicine has not yet obtained the official "Project Medical Guarantee Procurement List" and is preparing to address diverse health needs in the Tibetan region, including both short-term and long-term health management risks [2] Group 1: Short-term Health Management - The company has prepared Red Jingtian Oral Liquid for managing acute altitude sickness and Xin Xin for addressing weakness [2] Group 2: Long-term Health Management - For long-term health risks, the company has secured 21 Tibetan medicine approvals for digestive metabolism issues and 11 for cardiovascular problems [2] - The company has also prepared 19 Tibetan medicine approvals for musculoskeletal diseases, including leading products like Qizheng Pain Relief Plaster, which utilizes unique wet application technology for better penetration and clinical efficacy [2] Group 3: Market Strategy - The company aims to ensure supply and meet market demand while focusing on brand development [2]

（文章来源：证券日报） 证券日报网讯奇正藏药7月29日在互动平台回答投资者提问时表示，公司1995年落户西藏林芝，扎根藏 区三十年，以千年藏药现代传承为己任，通过文化传承和科技创新带动传统藏药产业创新升级，是现代 藏药龙头企业。公司建立了成熟、稳定的药材资源供应链体系，在西藏自治区、青海省、四川省、甘肃 省等核心药材产区建立基地。截至2024年底，公司拥有以野生抚育为主的各类基地总面积达到502450 亩，广泛分布于不同行政区域、不同海拔梯度、不同生态类型的优质道地产区，确保公司药材资源供应 链安全、稳定、可持续。 ...

Core Viewpoint - The company confirms that its medicinal herb supply chain will not be affected by the construction of the Yaxia Hydropower Project, ensuring the sustainability and quality of its resources [2] Group 1: Company Operations - As of the end of 2024, the company will have a total area of 502,450 acres dedicated to various bases primarily focused on wild nurturing, distributed across different administrative regions, altitudes, and ecological types [2] - The company has emphasized sustainable management of medicinal herb resources and has established planting bases in multiple locations on the Qinghai-Tibet Plateau [2] Group 2: Strategic Initiatives - The bases are a core component of the company's "protective development" strategy, which aims to ensure the sustainability and stability of resource quality [2] - The construction of the Yaxia Hydropower Project will not impact the company's medicinal herb resource guarantee system, maintaining a secure, stable, and sustainable supply chain [2]

（文章来源：证券日报） 证券日报网讯奇正藏药7月29日在互动平台回答投资者提问时表示，奇正藏药始终致力于将高原地区千 年积累的医学智慧转化为现代科学的健康管理解决方案，公司密切关注雅鲁藏布江下游水电工程对藏区 资源的发展带动，并积极探索部署相关市场机遇。 ...

Group 1 - The company is focused on the development of traditional Tibetan medicine, particularly in addressing health needs related to high-altitude sickness and local diseases in the Tibet region [2] - The current research pipeline includes classic prescriptions and hospital preparations related to high-altitude medical care, with significant development in large-scale secondary development at the pre-IND stage [2] - The company collaborates with institutions such as Tibet Agricultural and Animal Husbandry University, Tibet University, and the Tibet Plateau Biological Research Institute on projects like the ecological planting technology integration and demonstration application of endangered and scarce Tibetan medicinal materials [2]

Core Viewpoint - Qizheng Tibetan Medicine (002287.SZ) has reversed its operating performance, showing significant growth in revenue and net profit in the first half of 2025 compared to the previous year [1][2]. Financial Performance - In the first half of 2025, the company achieved operating revenue of 1.175 billion yuan, a year-on-year increase of 16.36%, and a net profit attributable to shareholders of 358 million yuan, up 9.94% [1]. - The company's net profit for the second quarter reached 282 million yuan, marking a year-on-year increase of 23.68%, which is the best performance for the same period in the last three years [2]. - The first quarter of 2025 saw operating revenue of 403 million yuan, a 10.39% increase, but net profit decreased by 22.35% [1]. Historical Performance - Since its listing in 2009, Qizheng Tibetan Medicine has shown a consistent growth trend, with operating revenue increasing from 469 million yuan in 2009 to 2.338 billion yuan in 2024 [2]. - Cumulative net profit since listing amounts to 5.515 billion yuan [3]. Shareholder Returns - The company has actively returned profits to shareholders, distributing a total of 2.895 billion yuan in cash dividends over the past 16 years, with an average dividend payout ratio of 52.49% [3]. - The dividend-to-financing ratio since listing stands at 225.41% [4]. Financial Health - As of the end of the first quarter of 2025, the company's debt-to-asset ratio was 39.42%, with monetary funds of 523 million yuan and financial assets of 2.674 billion yuan [4][5].