中药产业迎政策利好 产业链协同创新加速

Group 1 - The core viewpoint of the news is the release of the "Implementation Plan for the High-Quality Development of Traditional Chinese Medicine Industry (2026-2030)" by eight departments, which aims to establish a collaborative development system for the entire industry chain by 2030, enhancing supply capabilities and technological breakthroughs [1] - The plan emphasizes the importance of digital transformation and green transition in the traditional Chinese medicine industry, with leading companies accelerating the construction of smart factories and upgrading production processes [1] - Guangzhou Pharmaceutical Group's Baiyunshan Zhongyi Pharmaceutical was recognized as the only traditional Chinese medicine manufacturer in the "2025 Advanced Intelligent Factory List" due to its systematic breakthroughs in digital transformation [1] Group 2 - The research and development vitality of traditional Chinese medicine companies is being released, with several innovative Class 1 traditional Chinese medicine products expected to be approved for market launch in 2025, including Jiangsu Kangyuan Pharmaceutical's and Jianmin Pharmaceutical's products [2] - Hunan Fangsheng Pharmaceutical has stated that the implementation plan will significantly promote the development of innovative traditional Chinese medicine, and the company plans to increase investment in this area to strengthen its core competitiveness [2] - Local governments are also leveraging industrial funds to attract social capital, with Yunnan Province establishing a 10 billion yuan traditional Chinese medicine industry development fund to enhance the industry ecosystem [2] Group 3 - Since 2025, the traditional Chinese medicine sector has faced performance pressure due to weak sales in pharmacy and hospital channels, leading to a divergence in the performance of listed companies [3] - The OTC (over-the-counter) sector's leading companies have shown resilience, and the industry is undergoing a painful transition in its development model, with a focus on diversified channels and high clinical value being crucial for future success [3] - The implementation plan supports the cultivation of leading enterprises and encourages the establishment of industrial funds, aiming for a healthy ecosystem that integrates large, medium, and small enterprises [3]