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].

Group 1 - The Chinese medicine sector experienced a slight increase of 0.45% on December 18, with Yibai Pharmaceutical leading the gains [1] - The Shanghai Composite Index closed at 3876.37, up 0.16%, while the Shenzhen Component Index closed at 13053.98, down 1.29% [1] - Key stocks in the Chinese medicine sector showed varied performance, with Yibai Pharmaceutical closing at 4.29, up 5.67%, and other notable gainers including Jinhua Co. and Xinda Pharmaceutical [1] Group 2 - The Chinese medicine sector saw a net outflow of 362 million yuan from major funds, while retail investors contributed a net inflow of 384 million yuan [2] - Among the stocks, *ST Changyao experienced the largest decline, down 6.21% to 1.51, while Zhongsheng Pharmaceutical and Te Yi Pharmaceutical also faced losses [2] - The trading volume and turnover for various stocks in the sector varied significantly, with Zhongsheng Pharmaceutical recording a turnover of 910 million yuan despite a decline [2] Group 3 - Major funds showed a net inflow in stocks like Pianzi Shou and Lingrui Pharmaceutical, while retail investors had mixed results across different stocks [3] - The net inflow for Pianzi Shou was 22.60 million yuan, while other stocks like Guizhou Bailing and Taiji Group also saw notable fund movements [3] - The overall trend indicates a divergence in fund flows, with some stocks attracting significant retail interest despite overall sector outflows [3]

（文章来源：证券日报） 证券日报网讯 12月17日，益盛药业在互动平台回答投资者提问时表示，公司将结合企业经营情况、未 分配利润等，在保证公司长期稳定可持续发展与股东回报的基础上，合理规划分红政策。 ...

格隆汇12月17日丨益盛药业(002566.SZ)在投资者互动平台表示，公司目前与万通药业没有合作关系。 ...

（记者 王瀚黎） 益盛药业（002566.SZ）12月17日在投资者互动平台表示，公司目前与万通药业没有合作关系。 每经AI快讯，有投资者在投资者互动平台提问：公司和万通药业有合作关系吗？ ...

证券日报网讯12月15日晚间，益盛药业（002566）发布公告称，吉林省集安益盛药业股份有限公司收到 全资子公司益盛汉参(杭州)大健康数智科技有限公司的通知，其对经营范围、住所进行了变更，并已完 成工商变更登记手续，取得了杭州市余杭区市场监督管理局换发的《营业执照》。 ...

证券代码：002566 证券简称：益盛药业 公告编号：2025-054 吉林省集安益盛药业股份有限公司 关于全资子公司变更经营范围、住所并完成工商变更登记的 公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或者重大遗漏。 吉林省集安益盛药业股份有限公司收到全资子公司益盛汉参（杭州）大健康 数智科技有限公司的通知，其对经营范围、住所进行了变更，并已完成工商变更 登记手续，取得了杭州市余杭区市场监督管理局换发的《营业执照》。具体变更 情况如下： 一、变更情况 变更前： 住所：浙江省杭州市余杭区良渚街道平高创业城5幢306室 变更后： 经营范围：许可项目：保健食品生产；药品零售；药品进出口（依法须经批 准的项目，经相关部门批准后方可开展经营活动，具体经营项目以审批结果为准）。 一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广； 食品销售（仅销售预包装食品）；中草药收购；地产中草药（不含中药饮片）购 销；中医诊所服务（须在中医主管部门备案后方可从事经营活动）；中医养生保 健服务（非医疗）；中药提取物生产；化妆品批发；化妆品零售；互联网销售（除 销售需要许可 ...

Investment Rating - The industry rating is maintained at "Overweight" [6] Core Insights - The Chinese medicine sector experienced a significant decline, with the Chinese medicine index dropping by 2.03% last week, while other pharmaceutical sub-sectors also faced declines, except for medical services which saw a 1.67% increase [1][19] - The price-to-earnings (PE) ratio for the Chinese medicine sector is 27.17X, down by 0.55X week-on-week, while the price-to-book (PB) ratio is 2.29X, down by 0.04X week-on-week [2] - The demand for flu-related and tonic herbs has increased, leading to a rise in the price index of Chinese medicinal materials, which is expected to continue to rise slightly in the future [3] - The national medical insurance work conference highlighted the restructuring of prices and market patterns as a major direction for the Chinese medicine industry in 2026, emphasizing the importance of collective procurement and support for innovation in the industry [4][9] Summary by Sections Market Performance - The Chinese medicine index closed at 6372.09 points, down 2.03% last week, with only the medical services sector recording positive returns [1][19] Valuation - The current PE ratio for the Chinese medicine sector is 27.17X, with a year-high of 30.26X and a year-low of 24.72X, placing it at the 28.41% percentile since 2013 [2] Supply Chain Insights - The price index for Chinese medicinal materials rose to 225.57 points, a 0.4% increase from the previous week, driven by increased demand due to the flu outbreak and winter tonic herbs [3] Policy and Market Trends - The 2026 direction for the Chinese medicine industry includes continued promotion of collective procurement and support for innovation, with an emphasis on price governance and market restructuring [4][10] - The focus on long-term care insurance is expected to increase demand for Chinese medicine products, particularly in the context of an aging population [9] Investment Recommendations - The report suggests focusing on three main investment themes: price governance, consumption recovery, and state-owned enterprise reform, with specific recommendations for companies with strong R&D capabilities and unique products [10][11]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002566 证券简称：益盛药业 公告编号：2025-053 吉林省集安益盛药业股份有限公司 关于更换签字会计师的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 吉林省集安益盛药业股份有限公司（以下简称"公司"）于2025年4月16日召开公司第八届董事会第十八 次会议，审议通过了《关于续聘2025年审计机构的议案》，同意续聘中审众环会计师事务所（特殊普通 合伙）（以下简称"中审众环会计师事务所"）为公司2025年年度财务报告及内部控制审计机构，签字项 目合伙人为杨旭，签字注册会计师为谭慧娟。上述事项已于2025年5月9日经公司2024年年度股东大会审 议通过，具体详见公司于2025年4月18日及2025年5月10日在《中国证券报》《上海证券报》《证券时 报》及巨潮资讯网（http://www.cninfo.com.cn）上披露的《关于续聘2025年度审计机构的公告》（2025- 018）及《2024年年度股东大会决议公告》（2025-028）。 三、其他说明 本次更换签字会计师的工作已有序交接， ...

证券日报网讯 12月12日晚间，益盛药业发布公告称，近日，公司收到中审众环会计师事务所（特殊普 通合伙）《关于更换签字注册会计师的函》，原委派杨旭、谭慧娟为公司2025年度财务报表审计报告签 字注册会计师。因事务所工作安排调整，现委派程海峰接替谭慧娟作为签字注册会计师。变更后的签字 注册会计师为杨旭、程海峰。 （文章来源：证券日报） ...