陕西盘龙药业集团股份有限公司董事会秘书 吴杰：我认为企业在大的周期内，还是要逐渐去适应市 场，无论是我们医保支付端，包括集采、整个行业的规范性，我们要主动去适应，在适应过程中再去谋 求发展。 0:00 ...

由千岛湖饮用天然水"云上天泉"冠名播出的《Hi，老板》，最新一期约到了盘龙药业（002864）董事长 谢晓林。29岁那年，他借高利贷、卖祖屋，承包下难以为继的小药厂。在他的带领下，当初的小药厂如 今成长为中医药标杆企业。昔日秦岭采药少年，直言老板永远是打工的，要为社会创造价值。本期 《Hi，老板》，我们在秦岭脚下、西安古城，与盘龙药业董事长谢晓林聊了聊。 于德江：公司上市八年了，财富数字在屏幕上跳动，您自己有没有一些感触？ 谢晓林：我不看数字，但是我也关心数字，这个数字是市场给予我们投资者的一个预期，是不是达到。 对我个人来讲，这个财富，我觉得不重要。到现在我也没有减持，还要加大我自己的投入。我自己有信 心，肯定投资者对公司也有信心。 于德江：您小时候有没有想过现在会成就这样一番事业。 谢晓林：没想到。我是高中一毕业就到这个西安药厂柞水分厂，在药厂之后我又参加了高考。先工作参 加高考，然后又到陕西财经学院学习，毕业了之后，1989年选择继续回到西安药厂柞水分厂工作。 于德江：您大学毕业时候是不是也有别的选择，不一定要回到这个小厂来。 谢晓林：我们这个家也没有什么背景，当然也有一些情结在里面。我母亲，就是因为过 ...

由千岛湖饮用天然水"云上天泉"冠名播出的《Hi，老板》，最新一期约到了盘龙药业董事长谢晓林。29 岁那年，他借高利贷、卖祖屋，承包下难以为继的小药厂。在他的带领下，当初的小药厂如今成长为中 医药标杆企业。昔日秦岭采药少年，直言老板永远是打工的，要为社会创造价值。本期《Hi，老板》， 我们在秦岭脚下、西安古城，与盘龙药业董事长谢晓林聊了聊。 以下是我们的对话，更多内容请关注"证券时报"官方视频号、抖音号置顶视频及《Hi，老板》专辑。 于德江：公司上市八年了，财富数字在屏幕上跳动，您自己有没有一些感触？ 谢晓林：我不看数字，但是我也关心数字，这个数字是市场给予我们投资者的一个预期，是不是达到。 对我个人来讲，这个财富，我觉得不重要。到现在我也没有减持，还要加大我自己的投入。我自己有信 心，肯定投资者对公司也有信心。 于德江：您小时候有没有想过现在会成就这样一番事业。 谢晓林：没想到。我是高中一毕业就到这个西安药厂柞水分厂，在药厂之后我又参加了高考。先工作参 加高考，然后又到陕西财经学院学习，毕业了之后，1989年选择继续回到西安药厂柞水分厂工作。 于德江：您大学毕业时候是不是也有别的选择，不一定要回到这个小厂来。 ...

29岁那年，他借高利贷、卖祖屋，承包下难以为继的小药厂。在他的带领下，当初的小药厂如今成长为中医药标 杆企业。这位昔日秦岭采药少年，直言老板永远是打工的，要为社会创造价值。本期《Hi，老板》，我们在秦岭 脚下、西安古城，与盘龙药业董事长谢晓林聊了聊。 ...

Product Strategy - The company focuses on a development strategy termed "one body, two wings, three depths," emphasizing orthopedic chronic diseases as the main body and integrating brand commercialization and traditional Chinese medicine innovation [3] - A diverse product matrix is being constructed, including over 100 varieties across 12 functional categories, with a strong emphasis on the proprietary product "Panlong Seven Tablets" [3][6] - The company is committed to continuous innovation in the health sector, with a focus on both existing drug business and long-term health trends [3] AI and Innovation - The company is actively engaging in AI-driven innovation in pharmaceuticals, collaborating with research institutions to build a comprehensive database for traditional Chinese medicine [4] - Plans include significant investment in regional medicinal data initiatives, particularly focusing on the "Seven Medicines" unique to Shaanxi [4] Marketing and Distribution - The company has established a dual-channel marketing network covering over 20,000 grassroots medical institutions and more than 30,000 retail pharmacies [5] - A multi-faceted marketing model integrates product promotion, academic innovation, and brand building to enhance product recognition and clinical acceptance [5] - The inventory management system ensures stable channel inventory and smooth turnover for core products [5] Product Development - The core product "Panlong Seven Gel Patch" is in clinical trials and aims to complement the oral product "Panlong Seven Tablets" for a synergistic effect in orthopedic treatments [6] - The company is advancing multiple research projects, including innovative traditional Chinese medicines and high-end formulations, to establish a robust product pipeline for sustainable growth [6]

Group 1 - The core viewpoint of the articles highlights the active performance of flu-related stocks in the A-share market, driven by a rising trend in acute respiratory infectious diseases in China, particularly influenza [1][2] - The National Influenza Center reported that 17 provinces in China have reached high flu levels, with expectations of peak activity in mid-December [1] - The dominant circulating strain is the H3N2 subtype, accounting for over 95% of cases, with some H1N1 and B strains also present [1] Group 2 - Recent data indicates a significant increase in orders for antiviral medications, with orders for flu-specific drugs rising nearly ninefold compared to October, particularly for Maviroc and Oseltamivir [2] - Various pharmaceutical companies have shown notable stock price increases, with Guangdong Wannianqing rising over 11% and other companies like Yisheng Pharmaceutical and Jindike also experiencing substantial gains [3] - The overall supply of flu-related medications is reported to be sufficient, with recommendations for consumers to avoid panic buying [2]

Group 1 - The flu-related concept stocks experienced significant fluctuations, with Yingke Group hitting the daily limit up [1] - Haiwang Bio and Yisheng Pharmaceutical also reached the daily limit up, indicating strong market interest [1] - Yue Wannianqing saw an increase of over 10%, while companies like Guangji Pharmaceutical, Panlong Pharmaceutical, and Jindike also experienced gains [1]

Group 1 - The Chinese medicine sector experienced a decline of 0.83% on November 28, with Yue Wannianqing leading the drop [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] - Key stocks in the Chinese medicine sector showed mixed performance, with Tai Long Pharmaceutical rising by 5.37% to a closing price of 8.04 [1] Group 2 - Yue Wannianqing saw a significant drop of 13.71%, closing at 22.84, with a trading volume of 296,100 shares [2] - Other notable declines included Zhongsheng Pharmaceutical, which fell by 10.00% to 23.95, and Te Yi Pharmaceutical, which decreased by 6.41% to 14.01 [2] - The overall net capital flow in the Chinese medicine sector indicated a net outflow of 981 million yuan from main funds, while retail investors contributed a net inflow of 766 million yuan [2]

New Stock Listings - Nant Technology (920124) listed at an issue price of 8.66 on November 27, 2025[1] - Tianpu Co., Ltd. (605255) is in the offer period from November 20 to December 19, 2025[1] - Jianglong Shipbuilding (300589) and Huasheng Lithium Battery (688353) reported significant abnormal fluctuations[1] Abnormal Fluctuations - Multiple companies including ST Wanfang (000638) and ST Dongyi (002713) have reported abnormal trading activities[2] - Companies such as ST Suwu (600200) and ST Yanshan (000608) are also under scrutiny for unusual market behavior[3]

Group 1 - The implementation plan aims to enhance the adaptability of supply and demand in consumer goods, with a goal to optimize the supply structure by 2027, creating three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots [1][3] - By 2030, a high-quality development pattern characterized by positive interaction between supply and consumption is expected to be established, with a steady increase in the contribution of consumption to economic growth [1][3] Group 2 - The plan outlines 19 key tasks across five areas: accelerating the application of new technologies and models, expanding the supply of distinctive and new products, precisely matching the needs of different demographics, cultivating new consumption scenarios and business formats, and creating a favorable development environment [3][4] - Emphasis is placed on accelerating innovation in key industries such as smart connected vehicles, smart home products, consumer electronics, modern textiles, food, and green building materials, with initiatives to develop flagship products and innovative enterprises [3][4] - The plan encourages the development of leisure and sports products, focusing on new demands from event economies, outdoor activities, and winter sports, while promoting high-quality sports equipment [3][4] - Support for health product innovation includes enhancing the research and development of health foods and special dietary foods, as well as recognizing traditional food production areas and local specialty food industries [3][4] Group 3 - The plan aims to expand the influence of historical classic products, supporting industries such as arts and crafts, traditional stationery, silk, tea, and traditional Chinese medicine, while promoting creative design competitions and the development of traditional craft innovation bases [4] - Companies like Zhejiang specialize in outdoor sports products and have developed a unique vertical integration supply chain, selling products to developed regions such as Europe and North America [4][5] - Nobon Co., a leader in differentiated water-jet non-woven fabrics, focuses on a full-chain growth strategy, enhancing its global supply position through technological upgrades and brand development [4][5] - Chuangyuan Co. operates in the cultural education and sports sectors, aiming to resonate with domestic markets through a diversified product matrix and an "IP + technology + cultural creativity" approach [5] - Pianlong Pharmaceutical has extensive experience in the traditional Chinese medicine sector, focusing on brand integration and collaborative innovation in the production of traditional Chinese medicine [5] - Joyful Intelligence leads in the recyclable packaging sector, offering comprehensive packaging solutions and promoting a leasing model to lower barriers for clients [5]