2025年 乌梅类保健食品行业词条报告 港股分类法/消费品制造/食品饮料、申万分类/食品饮料/ 食品加工/保健品 Copyright © 2025 头豹 乌梅类保健食品：药食同源浪潮下的千亿市场扩容机遇 头豹词条报 告系列 钟琪 · 头豹分析师 2025-05-23 未经平台授权，禁止转载 行业分类： 消费品制造/食品饮料 食品饮料/保健品 摘要 乌梅类保健食品以乌梅为主要原料，具有多元保健功能，历史悠久且受科技驱动。行业规模长期低速增长，受原料供给弹性和行业准入门槛限制。未来，中医药产业政策红 利和银发经济将驱动供给端放量，种植面积增加将保障原料供应，技术创新和消费升级将推动价格上涨，共同驱动行业规模扩大。预计2025-2029年，中国乌梅保健食品均 价将上升，销量增长，助力行业健康发展。 行业定义 乌梅类保健食品是以乌梅为主要原料的保健食品。乌梅，别名梅实、黑莓、熏梅、桔梅肉，是蔷薇科植物梅的干燥近成熟果实，分布于中国 各地，以长江以南地区为主。乌梅味道酸涩，性质平和，临床上应用范围广，多用于治疗肺虚久咳、久泻久痢以及蛔厥腹痛等。现代研究发现， 乌梅具有抑菌、镇咳、镇静、抗病毒、抗肿瘤等药理作用。 行业分 ...

证券代码：600750 证券简称：江中药业 公告编号：2025-034 江中药业股份有限公司 关于第二期限制性股票激励计划首次授予结果公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 根据中国证券监督管理委员会《上市公司股权激励管理办法》、上海证券交 易所、中国证券登记结算有限责任公司上海分公司的有关规定，江中药业股份有 限公司（以下简称"公司"）已完成公司第二期限制性股票激励计划（以下简称 "本激励计划"）的首次授予登记工作，有关具体情况如下： 一、本激励计划首次授予情况 公司于 2025 年 5 月 16 日召开第十届董事会第五次会议和第十届监事会第五 次会议，审议通过了《关于江中药业第二期限制性股票激励计划向激励对象首次 授予限制性股票的议案》，确定本激励计划的首次授予日为 2025 年 5 月 16 日， 向符合条件的 168 名激励对象授予 621.7 万股限制性股票，授予价格为 13.70 元 /股。公司薪酬与考核委员会已事前审议通过该议案，监事会同意该议案并出具 了核查意见。 在确定授予 ...

Core Viewpoint - The acceleration of traditional Chinese medicine (TCM) decoction pieces centralized procurement is reshaping the industry, leading to increased market concentration and a focus on quality standards [1][2][3] Group 1: Centralized Procurement Impact - Approximately 10 provinces have begun implementing the first national centralized procurement results for TCM decoction pieces, covering 45 commonly used varieties and a total demand of over 97 million kilograms from more than 30,000 medical institutions [1] - The centralized procurement process is expected to lead to a significant reshuffle in the TCM industry, affecting not only pricing but also quality and market dynamics [1][2] - The number of companies qualified for TCM decoction production exceeds 2,300, with a trend towards increased market concentration as non-winning products face diminishing market space [2] Group 2: Quality Standards and Pricing - Quality assessment for TCM decoction pieces is more complex than for chemical and biological drugs, influenced by factors such as origin, cultivation methods, and processing techniques [2] - The first centralized procurement experience indicates that a price drop of over 20% is necessary for companies to be considered for selection, with many firms quoting near cost prices [3] - The price index for TCM raw materials has seen significant declines, with some small varieties dropping nearly 90%, impacting the profitability of companies [3] Group 3: Industry Restructuring - The normalization of centralized procurement is leading to a "Matthew Effect," where larger companies with better resources and supply chains are more likely to succeed in procurement [4] - Smaller companies face increased pressure to adapt, with many considering specialization as a strategy for survival [4] - The industry is shifting towards upstream sourcing strategies, with a focus on establishing traceability systems to ensure product quality from cultivation to sale [5][6] Group 4: Upstream Integration - Major companies are beginning to invest in upstream resources to enhance their supply chain, as seen with Jiangzhong Pharmaceutical's acquisition of a stake in a decoction piece company [6] - Traditional markets are also looking to expand their presence in raw material-producing regions to strengthen their supply chain [6]

Group 1 - The "Healthy Childhood, Nurturing the Future" 2025 Children's Health Science Popularization Initiative was launched by JD Health in Beijing, with participation from pediatric experts and representatives from various pharmaceutical companies [1][2] - JD Health aims to provide scientific parenting support by utilizing internet hospitals to conduct live broadcasts on topics such as flu prevention, nutritional supplementation, and psychological growth during Children's Day [1][2] - The initiative addresses the increasing demand from parents for children's health management due to changes in living environments and lifestyles, with JD Health focusing on reducing illness and ensuring safer medication for children [1][2] Group 2 - JD Health has established a comprehensive pediatric medication supply chain covering various categories, including gastrointestinal, respiratory, and rare disease medications, to meet diverse family health needs [2] - The company plans to expand its pediatric medication offerings by introducing inhalants and granules specifically for children, as well as prescription drugs and innovative treatments, enhancing the accessibility of local medications [2] - JD Health intends to leverage its leading position in online health consumption to provide data support for the development, production, and sales of children's medications, while also offering CRM tools to pharmaceutical companies for better user service [2][3] Group 3 - JD Health will utilize its self-developed "JD Medical Inquiry" AI model to assist hospitals and medical institutions in building a comprehensive management platform for pediatric diseases, enhancing educational outreach through AI digital personas [3]

在六一儿童节来临之际,5月29日,"健康童行·育见未来"2025儿童健康科普行动启动会在京举行。本次科 普行动由京东健康发起、人民健康支持,国内儿科领域权威专家、医疗机构代表,以及来自哈药集团、葵 花药业、双鲸药业、江中药业、罗氏制药、泽德曼等药企负责人参加了此次启动会。 据了解,在今年儿童节期间,京东健康将联合上海交通大学医学院附属上海儿童医学中心、广州医科大学 附属妇女儿童医疗中心等权威机构专家,通过京东互联网医院开启系列科普直播,用通俗易懂的语言普及 儿童流感防治、营养补充、心理成长等方面的知识,更好地为广大家庭提供科学育儿支持。 今年六一儿童节期间,京东健康将启动"中国儿童关爱计划",家长通过京东APP搜索"中国儿童关爱计划", 添加企业微信进入私域后,即可免费享受7*24小时咨询服务,与更多家长交流育儿经验。 作为积极践行中国儿童用药安全的品牌,葵花药业精品儿药事业群总经理魏胜利表示,不为利来,不为利往, 小葵花要做有责任的品牌,而非只赚钱的品牌。 泽德曼董事长陈庚辉博士讲述了21年科研探索和12年临床实践的"破茧之路",以及用原创科研力量,守护 湿疹患儿健康的故事。他表示,希望打造更多创新成果,让 ...

证券代码：600750 证券简称：江中药业 公告编号：2025-033 江中药业股份有限公司 关于 2021 年限制性股票激励计划预留授予部分 第二个解除限售期解锁暨上市的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 139,938股。 本次股票上市流通总数为139,938股。 本次股票上市流通日期为2025 年 5 月 30 日。 江中药业股份有限公司（以下简称"公司"）第十届董事会第四次会议和第十 届监事会第四次会议审议通过了《关于公司 2021 年限制性股票激励计划预留授予 部分第二个解锁期解锁条件成就的议案》。根据《2021 年限制性股票激励计划（2022 年 11 月修订稿）》（以下简称"激励计划"）的有关规定和公司 2021 年第二次临时 股东大会的授权，公司董事会认为公司激励计划规定的预留授予部分限制性股票 第二个解除限售期解除限售条件已经成就。具体内容详见 2025 年 4 月 26 日公司 刊登于上海证券报、中国证券报 ...

Core Points - The company announced the repurchase and cancellation of restricted stocks due to five incentive targets no longer meeting the criteria of the 2021 stock incentive plan [1][2] - A total of 149,602 restricted stocks will be repurchased and canceled, leaving 1,715,544 restricted stocks remaining under the incentive plan [2][3] - The repurchase is expected to be completed by May 23, 2025, with necessary legal and registration procedures to follow [3][4] Summary by Sections Repurchase and Cancellation Reasons - The repurchase and cancellation of restricted stocks are based on the non-compliance of five incentive targets due to reasons such as job transfer, retirement, and resignation [2][4] Repurchase Details - The decision for the repurchase was approved in the board meetings held on March 18, 2025, and the legal opinion was obtained [1][4] - The company has opened a special securities account for the repurchase with the China Securities Depository and Clearing Corporation [3] Company Commitments - The board assures that the decision-making process and information disclosure comply with relevant laws and regulations, ensuring no harm to the rights of incentive targets or creditors [4][5] - The company commits to handling any legal responsibilities arising from disputes related to the repurchase [4]

证券代码：600750 证券简称：江中药业 公告编号：2025-032 江中药业股份有限公司 股权激励限制性股票回购注销实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 回购注销原因：江中药业股份有限公司（以下简称"公司"）2021 年限 制性股票激励计划中，5 名激励对象因不再符合股权激励计划中有关激励对象 的规定，公司对前述激励对象相关已授予但尚未解除限售的限制性股票进行回 购注销。 本次注销股份的有关情况 | 回购股份数（股） | 注销股份数量（股） | 注销日期 | | | | | | --- | --- | --- | --- | --- | --- | --- | | 149,602 | 149,602 | 2025 5 | 年 | 月 | 23 | 日 | 一、本次限制性股票回购注销的决策与信息披露 1、2025 年 3 月 18 日，第十届董事会第三次会议和第十届监事会第三次会 议，审议通过了《关于回购注销部分激励对象已获授但尚未解除限售的限制性 股票及调整回购价格的议案》。公司聘 ...

国浩律师（上海）事务所 关 于 江中药业股份有限公司 2021 年限制性股票激励计划 部分限制性股票回购注销实施 的 法律意见书 上海市静安区山西北路 99 号苏河湾中心 MT25-28 楼 邮编：200085 25-28/F, Suhe Centre, 99 North Shanxi Road, Jing'an District, Shanghai, China T. +86 21 52341668 F. +86 21 52341670 E. grandallsh@grandall.com.cn W. www.grandall.com.cn 2025 年 5 月 | 释 义 | | | 2 | | --- | --- | --- | --- | | 第一节 | 律师声明事项 | | 4 | | 第二节 | 正文 | | 5 | | | | 一、本次回购注销的批准与授权 | 5 | | | | 二、本次回购注销的具体情况 | 10 | | 三、结论意见 | | | 12 | 国浩律师（上海）事务所 法律意见书 释 义 国浩律师（上海）事务所 法律意见书 国浩律师（上海）事务所 关于江中药业股份有限公司 以下词 ...

Core Viewpoint - The article discusses the public disclosure of drug sampling results in Lin'an District, highlighting the compliance and quality of various pharmaceutical products available in the market [4][5]. Group 1: Drug Sampling Results - The second batch of drug sampling results for Lin'an District was publicly announced on May 16, 2025, indicating ongoing efforts in food and drug safety regulation [4]. - The sampling includes various products from different manufacturers, ensuring that they meet the required standards for public health [5][6]. Group 2: Regulatory Compliance - The public disclosure is part of a broader initiative by the Lin'an District Market Supervision Administration to enhance transparency and accountability in the pharmaceutical sector [3][4]. - The results are made available to the public for long-term access, reflecting a commitment to consumer safety and informed choices [3].