数据显示，截至2025年7月31日，中证中药指数(930641)前十大权重股分别为云南白药(000538)、片仔癀 (600436)、同仁堂(600085)、东阿阿胶(000423)、华润三九(000999)、白云山(600332)、吉林敖东 (000623)、众生药业(002317)、以岭药业(002603)、佐力药业(300181)，前十大权重股合计占比54.58%。 中药ETF(159647)，场外联接A：016891；联接C：016892；联接I：022881。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 截至2025年8月18日 09:54，中证中药指数(930641)强势上涨1.62%，成分股天士力(600535)上涨8.03%， 新天药业(002873)上涨7.01%，达仁堂(600329)上涨6.07%，众生药业(002317)，康缘药业(600557)等个股 跟涨。中药ETF(159647)上涨1.53%，最新价报1.06元。 东吴证券指出，创新药产业已现拐点：现阶段的中国创新药在政策和研发两端都完成了厚积薄发。政策 端，《全链条支持创新药发展实施方案》在支付端、 ...

Group 1 - The core viewpoint of the articles highlights the financial performance and market activity of Yiling Pharmaceutical Co., Ltd. as of August 15, 2025, indicating a mixed performance with a slight increase in stock price but a decrease in revenue [1][3] - As of the first quarter of 2025, the company's total operating revenue was 2.358 billion yuan, a year-on-year decrease of 6.52%, while the net profit attributable to shareholders was 326 million yuan, reflecting a year-on-year increase of 7.25% [1] - The company has a current ratio of 1.802, a quick ratio of 1.281, and a debt-to-asset ratio of 23.13%, indicating a stable liquidity position and low leverage [1] Group 2 - Yiling Pharmaceutical has made investments in 17 companies and participated in 5,000 bidding projects, showcasing its active engagement in the market [2] - The company holds 628 trademark registrations and 597 patent registrations, indicating a strong focus on intellectual property [2] - Additionally, Yiling Pharmaceutical has obtained 739 administrative licenses, reflecting its compliance and operational capabilities [2]

7月11日晚，以岭药业发布公告称，该公司控股子公司以岭（澳门）有限公司收到澳门特别行政区政府 药物监督管理局（以下简称"澳门药监局"）核准签发的《中成药注册证明书》。 资料显示，2025年1月，以岭药业发布公告称芪防鼻通片获国家药品监督管理局批准上市。芪防鼻通片 作为中药1.1类创新药，组方基于过敏性鼻炎"肺脾两虚为本、外邪侵袭为标"病机理论化裁，融合经典 名方"玉屏风散"与"辛夷散"，并创新加入高良姜、蝉蜕等特色药材，肺脾同调、标本兼治，不仅为过敏 性鼻炎患者带来了新的治疗选择，也为中医药在耳鼻喉领域的应用注入了新的活力。 图片1.png 据悉，以岭药业以络病理论创新带动中医药产业化，运用现代高新技术研发创新中药。目前，以岭药业 拥有17个专利新药，其中11个为国家医保目录产品，5个为国家基药目录品种，尤其是心脑血管和呼吸 系统疾病用药品种处于行业领先地位。在研品种方面，2个中药已申报生产，6个中药处于临床阶段，并 有上百个院内制剂作为新药研发的"储备军"。此外，以岭药业申报注册的第一个经典名方品种半夏白术 天麻颗粒已获受理。 公告显示，芪防鼻通片是澳门药监局批准的第一个中成药创新药，用于治疗持续性变应性鼻 ...

Core Viewpoint - The announcement by the National Medical Products Administration regarding the optimization of clinical trial review and approval for innovative drugs is a significant positive development for the industry, particularly as it reduces the review time from 60 to 30 working days for innovative drug applications, including traditional Chinese medicine (TCM) [1] Group 1: Industry Overview - The recognition of TCM as an essential part of innovative drugs contrasts with the capital market's perception, which has not seen significant growth in TCM companies despite a surge in innovative drug stocks this year [1] - The modernization of TCM is gaining traction, supported by national policies, emphasizing the integration of traditional advantages with modern scientific techniques [3][4] Group 2: Company Profile - Yiling Pharmaceutical - Yiling Pharmaceutical is a leading innovative drug company with a focus on TCM, biopharmaceuticals, and health products, with TCM being the primary revenue and profit contributor [1] - As of the end of 2024, Yiling Pharmaceutical holds 17 patented TCM products covering eight major clinical disease systems, leading in the cardiovascular and respiratory disease treatment sectors [1] Group 3: Financial Performance - In 2024, Yiling Pharmaceutical's revenue from cardiovascular drugs exceeded 3.8 billion, while respiratory drugs accounted for less than 800 million, together representing over 70% of total revenue [9] - The company has experienced a decline in revenue over the past two years, primarily due to a significant drop in demand for its product Lianhua Qingwen post-pandemic [11] Group 4: Research and Development - Yiling Pharmaceutical has consistently ranked among the top in R&D investment within the A-share TCM sector, with annual R&D expenditures of approximately 895 million, 935 million, and 908 million over the past three years, representing 7.15%, 9.06%, and 13.94% of revenue respectively [5] - The company has achieved notable academic breakthroughs, including a landmark study published in a top medical journal demonstrating the efficacy of its product Tongxinluo in reducing cardiovascular events [6] Group 5: Growth Potential - Yiling Pharmaceutical's core competitive advantage lies in its founder's innovative theory on vascular diseases, which has attracted international research interest [12] - The company has five new drugs approved in the past five years, with four included in the medical insurance directory, indicating a strong pipeline for future growth [12] - The current market valuation of Yiling Pharmaceutical is estimated to be around 300 billion, with potential for significant appreciation as the market begins to recognize the value of innovative TCM [16]

Group 1 - The Chinese medicine ETF (159647) has seen a continuous inflow of funds, totaling 30.03 million yuan over the past five days, with a net inflow of 22.14 million yuan since August [1] - The China Traditional Chinese Medicine Index (930641) has increased by 0.77%, with notable gains from companies such as Kang En Bei (600572) up 5.41% and Zhong Sheng Pharmaceutical (002317) up 4.80% [1] - The release of the "Chinese Atrial Fibrillation Management Guidelines (2025)" recommends the use of Tongluo drugs, specifically the Shen Song Yang Xin capsule, for maintaining sinus rhythm in paroxysmal atrial fibrillation [1] Group 2 - Jiang Hai Securities highlights that the labeling of expiration dates on traditional Chinese medicine pieces enhances product transparency, boosting consumer confidence and potentially expanding the market [2] - The top ten weighted stocks in the China Traditional Chinese Medicine Index account for 54.58% of the index, with major companies including Yunnan Baiyao (000538) and Tong Ren Tang (600085) [2] - The Chinese medicine ETF closely tracks the China Traditional Chinese Medicine Index, which reflects the overall performance of listed companies involved in the production and sale of traditional Chinese medicine [2]

Core Insights - The report highlights the significant role of CFOs in listed companies, with the total salary scale for CFOs in A-share companies reaching 4.27 billion yuan in 2024 [1] - The average annual salary for CFOs in the A-share traditional Chinese medicine sector is 730,900 yuan [1] Salary Distribution - The top three highest-paid CFOs are Yan Hongquan from Jichuan Pharmaceutical with 1.78 million yuan, Li Chengguang from Yiling Pharmaceutical with 1.74 million yuan, and Ding Hongyan from Dong'e Ejiao with 1.71 million yuan [1] - The salary distribution shows that 44% of CFOs earn below 500,000 yuan, while 28% fall into the 500,000-1 million yuan range, and another 28% earn above 1 million yuan [1] Age and Education Distribution - CFOs aged 50-60 constitute 44% of the market, while those aged 40-50 account for 42%, and only 12% are under 40 [1] - In terms of educational background, 55% of CFOs hold a bachelor's degree, 33% have a master's degree, while only 2% have a technical secondary school education [1] Salary Changes - Zhang Shuyuan from Jilin Aodong experienced the largest salary decrease in 2024, with a year-on-year decline of 66.13% [1] - Sun Zhiqiang from Kunming Pharmaceutical saw the highest salary increase, with a year-on-year rise of 283.57% [1]

Group 1 - The total salary scale of CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1][2] - Among the CFOs, those aged 50-60 constitute 44% of the market, while those aged 40-50 account for 42%, and only 12% are aged 40 or below [1] - The educational background of CFOs shows that 55% hold a bachelor's degree, while 33% have a master's degree, and only 2% have a technical secondary school education [1] Group 2 - The average annual salary of CFOs in the A-share traditional Chinese medicine sector is 730,900 yuan [2] - The salary distribution indicates that 44% of CFOs earn below 500,000 yuan, while 28% earn between 500,000 and 1 million yuan, and another 28% earn above 1 million yuan [2] - The top three highest-paid CFOs are from Jichuan Pharmaceutical, Yiling Pharmaceutical, and Dong'e Ejiao, with salaries of 1.78 million yuan, 1.74 million yuan, and 1.71 million yuan respectively [2]

金融界消息 截至2025年8月5日收盘，以岭药业（002603）报收于16.36元，上涨0.37%，换手率1.68%， 成交量23.18万手，成交金额3.81亿元。 资金流向方面，今日主力资金净流出1384.62万元，占比成交额3.63%。其中，超大单净流出1166.40万 元、占成交额3.06%，大单净流出218.22万元、占成交额0.57%，中单净流出流出201.91万元、占成交额 0.53%，小单净流入1586.53万元、占成交额4.16%。 以岭药业最新一期业绩显示，截至2025一季报，公司营业总收入23.58亿元、同比减少6.52%，归属净利 润3.26亿元，同比增长7.25%，扣非净利润3.25亿元，同比增长11.23%，流动比率1.802、速动比率 1.281、资产负债率23.13%。 天眼查商业履历信息显示，石家庄以岭药业股份有限公司，成立于2001年，位于石家庄市，是一家以从 事医药制造业为主的企业。企业注册资本167070.5376万人民币，实缴资本7986.6万人民币。公司法定代 表人为吴相君。 通过天眼查大数据分析，石家庄以岭药业股份有限公司共对外投资了17家企业，参与招投标项目500 ...

Group 1 - The core viewpoint emphasizes the importance of high-quality development for listed companies in Hebei, driven by a collaborative approach involving multiple stakeholders [1] - The Hebei Securities Regulatory Bureau has initiated a "three-level linkage" mechanism to enhance the efficiency of company visits, resulting in a coverage rate of 85% among listed companies [2] - A total of 70 listed companies have been visited, with 33 issues resolved, showcasing the effectiveness of the initiative [2] Group 2 - The collaborative model integrates regulatory, service, financial, and media resources to support companies, with a focus on policy alignment and financial service customization [3] - The initiative encourages companies to focus on core business areas, enhance market value management, and improve investor communication [3][4] - Specific industries such as electronics and biomedicine are prioritized for visits, with tailored guidance provided to address unique challenges faced by companies [4] Group 3 - Future plans include expanding the coverage of company visits to achieve full coverage within the year and establishing a tracking system for issue resolution [5] - The goal is to leverage capital market policies to support economic growth in Hebei, contributing to the province's development [5]

智通财经APP讯，吉宏股份(02603)发布公告，该公司于近日收到董事长王亚朋先生出具的《股份减持计 划告知函》，王亚朋先生拟减持股份数量不超过304万股，公司目前总股本4.53亿股的比例不超过 0.67%，占剔除回购专户股份数量后公司总股本4.43亿股的比例不超过0.69%，占公司A股总股本3.85亿 股的比例不超过0.79%，且减持数量未超过其持有公司A股股份总数的25%。 ...