8点1氪:大批中成药将退出市场;汽车行业利润率降至历史最低;妙可蓝多回应“罢免”创始人
MilkgroundMilkground(SH:600882) 36氪·2026-01-28 01:04

Group 1 - The core viewpoint of the article is that a significant number of traditional Chinese medicine (TCM) products will exit the market due to regulatory changes, specifically the enforcement of safety information requirements in product labels [2][3] - The National Medical Products Administration's new regulation, referred to as the "life and death clause" for TCM, will take effect in July 2026, leading to the elimination of products with unclear safety information [2][3] - Over 70% of the approximately 57,000 approved TCM products currently have safety information marked as "unclear," indicating a substantial market contraction ahead [2][3] Group 2 - The new regulation aims to end the era of vague safety information on TCM product labels, compelling manufacturers to provide complete safety data post-market [5] - The automotive industry is experiencing a decline in profit margins, with sales profit rates dropping to a historical low of 4.1% in 2025, reflecting broader economic challenges [5] - Nike is planning to lay off 775 employees in the U.S. as part of a strategy to enhance profitability amid declining sales growth and shrinking profit margins [8]

8点1氪:大批中成药将退出市场;汽车行业利润率降至历史最低;妙可蓝多回应“罢免”创始人 - Reportify