智通财经APP讯，太极集团(600129.SH)发布公告，为聚焦主业，加大"两资两非"企业清理，提升管理效 能，公司全资子公司涪陵药厂拟将持有阿依达公司40%的股份通过挂牌转让方式对外公开出让，本次挂 牌转让价格以评估值10.8万元为依据，首次公开挂牌转让价格为10.8万元，最终交易金额以实际成交价 格为准。 ...

Core Viewpoint - The board of directors of Chongqing Taiji Industrial (Group) Co., Ltd. approved the compensation plan for the company's executives for the year 2024 during its 33rd meeting of the 10th board session, held on December 18, 2025 [1][2]. Group 1 - The meeting was conducted via video conference and was attended by all 13 board members, with senior management present [1]. - The meeting's procedures complied with the relevant provisions of the Company Law and the company's articles of association, confirming its legality and validity [1]. - The compensation plan for the executives was reviewed and approved by the company's Compensation and Assessment Committee prior to the board meeting [1].

证券日报网讯12月22日，太极集团（600129）在互动平台回答投资者提问时表示，公司始终高度重视与 投资者的沟通交流，对于投资者通过互动平台、电话、邮件等渠道提出的问题，公司均会及时收集、认 真研究并审慎处理，以增进市场对公司的了解，敬请注意投资风险。 ...

每经AI快讯，太极集团（SH 600129，收盘价：18.1元）12月22日晚间发布公告称，公司第十届第三十 三次董事会会议于2025年12月18日以视频方式召开。会议审议了《关于企业负责人2024年度薪酬兑现方 案的议案》等文件。 2024年1至12月份，太极集团的营业收入构成为：工业占比56.82%，商业占比54.42%，中药材资源占比 8.5%，大健康及国际占比3.72%，其他业务占比1.22%。 每经头条（nbdtoutiao）——新能源重卡爆单了，11月销量同比增长178%！两班倒都供不应求，客户直 接进厂催单，这情景十年难遇 （记者 曾健辉） 截至发稿，太极集团市值为100亿元。 ...

证券代码：600129 证券简称：太极集团 公告编号：2025-090 重庆太极实业（集团）股份有限公司 第十届董事会第三十三次会议决议公告 该议案已经公司第十届董事会薪酬与考核委员会第六次会议审 议通过。 表决情况：同意 13 票，弃权 0 票，反对 0 票；表决结果：通过。 重庆太极实业（集团）股份有限公司 2025 年 12 月 23 日 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 担法律责任 重庆太极实业（集团）股份有限公司（以下简称：公司）第十届 董事会第三十三次会议于 2025 年 12 月 12 日以邮件方式发出书面通 知，于 2025 年 12 月 18 日以视频方式召开。本次会议由董事长俞敏 先生主持，会议应到董事 13 人，实到董事 13 人，公司高级管理人员 列席了会议。本次会议的召集、召开程序符合《公司法》和《公司章 程》的有关规定，会议合法有效。会议审议并通过了如下议案： 关于企业负责人 2024 年度薪酬兑现方案的议案 ...

Group 1 - The controlling shareholder, Taiji Group Co., Ltd., holds 15,381.24 million shares, accounting for 27.89% of the company's total share capital [2] - After the release of the pledge, Taiji Group and its concerted parties have a total of 2,834.00 million pledged shares, representing 18.43% of their holdings and 5.14% of the company's total share capital [2] - The released pledged shares are not planned for subsequent pledging, and any changes in the pledged shares will be disclosed in accordance with relevant laws and regulations [2][3] Group 2 - Taiji Group does not engage in non-operating fund occupation, illegal guarantees, or related transactions that harm the interests of the listed company [3] - The credit status of Taiji Group is good, with strong repayment capability, and there are no risks of forced liquidation or changes in actual control of the company due to this pledge [3]

证券代码：600129 证券简称：太极集团 公告编号：2025-089 重庆太极实业（集团）股份有限公司 关于公司控股股东股权解押的公告 截至公告披露日，上述股东及其一致行动人累计质押股份情况如 | | 下: | | | | | | 已质押股份 | | 未质押股份情 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | 情况 | | 况 | | | | | | 本次解押 | 本次解押 | 占其所 | 占公 | 已质 | 已质 | 未质 | 未质 | | 股东 | 持股数量 | 持股比 | 前累计质 | 后累计质 | 持股份 | 司总 | 押股 | 押股 | 押股 | 押股 | | 名称 | （万股） | 例 | 押数量(万 | 押数量 | 比例 | 股本 | 份中 | 份中 | 份中 | 份中 | | | | | 股) | (万股) | | 比例 | 限售 | 冻结 | 限售 | 冻结 | | | | | | | | | 股份 | 股份 | 股份 | 股份 | | | | | | | | ...

Investment Rating - The report maintains a "Positive" investment rating for the Cordyceps industry, indicating optimism about its growth potential and market opportunities [2]. Core Insights - The Cordyceps industry is characterized by a market size exceeding 30 billion, with a gradual decline in natural production due to environmental changes and overharvesting. The demand for Cordyceps remains stable, while artificial cultivation technologies are advancing, potentially replacing some natural supply [6][7]. - The report highlights that artificial Cordyceps cultivation has made significant technological breakthroughs, allowing for standardized production and the potential to meet market demand more effectively [6][7]. Summary by Sections 1. Overview of Cordyceps - Cordyceps is a rare medicinal fungus primarily found in China, with over 98% of global production originating from the Tibetan Plateau. The natural growth cycle takes approximately 2-3 years [5][17]. - The fungus is known for its health benefits, including immune system regulation and anti-fatigue properties, making it a valuable medicinal resource [5][24]. 2. Industry Status - The natural production of Cordyceps has been declining, with current annual output around 200 tons, while the market size is estimated at approximately 30 billion. The main production areas are Qinghai and Tibet, which together account for over 80% of the total output [28][30]. - Historical data shows that production has decreased from over 1,000 tons in the 1950s to about 200 tons in the 21st century, with prices experiencing significant fluctuations over the decades [28][36]. 3. Artificial Cultivation - Recent advancements in artificial cultivation techniques have opened new avenues for production, with three main methods identified: factory-based cultivation simulating high-altitude conditions, artificial infection of adult insects followed by outdoor rearing, and semi-wild cultivation with minimal intervention [41][44]. - The report notes that while the industry is still in its early stages of industrialization, companies like Dongyangguang have successfully achieved stable production, with significant investments from other players like Zhongxing Junye [6][41]. 4. Competitive Landscape - The market is currently dominated by a few key players, with significant concentration of production capacity. Companies are actively investing in artificial cultivation, indicating a shift towards more sustainable supply sources [6][7]. - The report emphasizes that the entry of edible mushroom companies into the Cordyceps cultivation space is expected to enhance competition but will have a limited impact on pricing in the short term due to the high technical barriers [8].

Core Viewpoint - Taiji Group's stock price closed at 17.53 yuan, reflecting a decline of 2.45% [1] Financial Performance - Southwest Securities' analyst Du Xiangyang forecasts Taiji Group's EPS for 2025, 2026, and 2027 to be 0.84 yuan, 1.11 yuan, and 1.29 yuan respectively [1] Market Trends - Taiji Group's stock has shown an overall downward trend over the past two months [1] Risks - The report highlights potential risks including price reduction from centralized procurement and the possibility of channel expansion falling short of expectations [1]

上市企业：云南白药（000538）,同仁堂（600085）,片仔癀（600436）,白云山（600332）,太极集团 （600129）,东阿阿胶（000423）,九芝堂（000989）,贵州百灵（002424）,葵花药业（002737）,吉林敖 东（000623） 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据显示：2025年10月中国中成药产量为15万吨，同比下降9.6%；2025年1-10月中国中 成药累计产量为147.2万吨，累计下降8.8%。 2020-2025年1-10月中国中成药产量统计图 相关报告：智研咨询发布的《2026-2032年中国中成药行业发展形势分析及产业前景规划报告》 ...