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紫鑫药业签订表决权委托协议 国药兆祥成控股股东
Bei Jing Shang Bao· 2025-08-08 06:59
业绩持续亏损之下,有"人参之王"之称的紫鑫药业(002118)要易主了。10月20日晚间,紫鑫药业发布公 告称,公司控股股东敦化市康平投资有限责任公司(以下简称"康平投资")与国药兆祥(长春)医药有限公 司(以下简称"国药兆祥")签订了《表决权委托协议》,国药兆祥成为公司的控股股东,取得公司控制 权。紫鑫药业能否通过迎来新主而改善公司经营情况,还需要时间来检验。 | 紫鑫药业2021年上半年主营业务情况一览 | | | | | --- | --- | --- | --- | | 产品 | 营业收入 | 收入比例 毛利率 | | | 中成药 1.18亿元 ■■■■■■■■■■ 93.58% 61.79% | | | | | 人参系列产品 310.1万元 ■ | | 2.47% -45.13% | | | 其他 | 495.4万元 ■■ | 47.22% 3.95% | | | | | | 北京商报 | 国药兆祥成控股股东 紫鑫药业将迎来新的控股股东。10月20日晚间,紫鑫药业发布公告称,10月19日紫鑫药业控股股东康平 投资与国药兆祥签署了《表决权委托协议》。根据协议,康平投资将其持有的公司2.85亿股,占股本 ...
博济医药:中药研发服务是公司特色业务领域
Zheng Quan Ri Bao Wang· 2025-08-06 13:10
证券日报网讯博济医药(300404)8月6日在互动平台回答投资者提问时表示,中药研发服务是公司特色 业务领域,公司是目前市场极少数能够提供中药研发一体化服务的CRO公司。近几年公司中药业务发 展迅速,服务项目、订单及收入稳步增加,随着国家对中医药产业的重视程度不断提升,中医药行业也 将迎来发展的新机遇。 ...
肉桂类保健食品行业研究:健康需求驱动下的广阔市场展望
Tou Bao Yan Jiu Yuan· 2025-04-28 12:27
Investment Rating - The report does not explicitly state an investment rating for the cinnamon health food industry Core Insights - The cinnamon health food industry is driven by health demand, with a broad market outlook due to the rich raw material resources and increasing consumer recognition and acceptance [4][11][14] - The industry has experienced stable historical growth, primarily influenced by limited supply increases and the need for greater consumer awareness, with price increases being the main growth driver [4][33] - Future growth is expected to be supported by policy backing and an aging population, which will enhance supply and consumer demand, leading to market expansion [4][35] Industry Definition - Cinnamon health foods are defined as health products primarily made from cinnamon, which is widely used in traditional medicine and has multiple health benefits [5] Industry Classification - The cinnamon health food industry can be classified into various forms, including liquor, capsules, tablets, granules, oral liquids, pills, pastes, and powders [6][10] Industry Characteristics - Rich raw material resources: China leads the world in cinnamon planting area and production, ensuring a stable supply for the industry [11][12] - Clear regulatory boundaries: The industry is subject to specific safety and functionality standards, providing a balanced regulatory environment that encourages innovation [13] - Sustained consumer demand: The dual role of cinnamon as both a traditional medicine and a spice enhances consumer acceptance and demand for cinnamon health foods [14] Development History - The industry has evolved from initial exploration to maturity, with significant growth driven by policy support and market demand [15][16] - The establishment of a dual-channel registration and filing mechanism for health foods has accelerated product innovation and market responsiveness [18] Industry Chain Analysis - The industry chain includes sustainable raw material sourcing, technological innovation in production, and strong downstream market demand for health products [19][20] - Upstream supply is critical, with the planting area and quality of cinnamon directly impacting the industry [20] - Midstream processing requires advanced technology to ensure product quality and market competitiveness [21] Market Size - The market size of the cinnamon health food industry grew from 1.402 billion RMB in 2020 to 1.578 billion RMB in 2024, with a compound annual growth rate of 3.00% [32] - Future projections estimate the market will reach 1.902 billion RMB by 2029, with a compound annual growth rate of 3.99% [32] Price Trends - The average price of cinnamon health foods is expected to rise from 205.01 RMB to 215.03 RMB between 2025 and 2029, driven by increased consumer demand for quality health products [36] Competitive Landscape - The industry is characterized by significant product homogeneity, with leading companies like Weisiya Health and others competing in a relatively small market [41][42] - Smaller companies may find opportunities for growth through differentiated strategies, as the market does not heavily rely on large listed companies [45]
肉桂类保健食品行业研究:健康需求驱动下的广阔市场展望 头豹词条报告系列
Tou Bao Yan Jiu Yuan· 2025-04-28 12:23
Investment Rating - The report does not explicitly state an investment rating for the cinnamon health food industry Core Insights - The cinnamon health food industry is driven by health demand, with a broad market outlook due to the rich raw material resources and increasing consumer recognition and acceptance [4][11] - The industry has experienced stable historical growth, primarily influenced by limited supply increases and the need for greater consumer awareness, with price increases being the main growth driver [4][34] - Future growth is expected to be supported by policy backing and an aging population, which will enhance supply and elevate consumer demand, leading to market expansion [4][35] Industry Definition - Cinnamon health foods are defined as health products primarily made from cinnamon, which is widely recognized for its multiple health benefits [5] Industry Classification - The cinnamon health food industry can be categorized into various forms, including tinctures, capsules, and tablets [6] Industry Characteristics - Rich raw material resources: China leads the world in cinnamon planting area and production, ensuring a stable supply for the industry [11][12] - Clear regulatory boundaries: The industry is subject to specific safety and functionality standards, providing a balanced regulatory environment that encourages innovation [13] - Sustained consumer demand: The dual role of cinnamon as both a traditional medicine and a widely used spice enhances consumer acceptance of cinnamon health foods [14] Development History - The industry has evolved from initial exploration to a mature stage, with significant growth driven by policy support and market demand [15][16] Industry Chain Analysis - The industry chain includes sustainable raw material sourcing, technological innovation in production, and strong downstream market demand for health products [19][20] Market Size - The market size of the cinnamon health food industry grew from 1.402 billion RMB in 2020 to 1.578 billion RMB in 2024, with a compound annual growth rate of 3.00% [32] - Future projections estimate the market will expand from 1.626 billion RMB in 2025 to 1.902 billion RMB in 2029, with a compound annual growth rate of 3.99% [32] Price Trends - The average price of cinnamon health foods is expected to rise from 205.01 RMB to 215.03 RMB between 2025 and 2029, driven by increasing consumer demand for quality health products [36] Competitive Landscape - The industry is characterized by significant product homogeneity, with leading companies like Weisiya Health and others competing in a relatively fragmented market [41][42] - Smaller companies may find opportunities for growth through differentiated strategies, as the market does not heavily rely on large listed companies [45]
2025年头豹词条报告系列:白芷类保健食品:中医药产业方兴未艾
Tou Bao Yan Jiu Yuan· 2025-03-13 12:25
Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The white peony health food industry is experiencing rapid growth, driven by favorable policies for traditional Chinese medicine and increasing demand for health products due to an aging population [1][12][13] - The market size of white peony health foods is expected to grow from 299 million RMB in 2024 to 368 million RMB by 2028, with a compound annual growth rate (CAGR) of 5.37% [31][35] - The industry is characterized by a focus on health promotion rather than disease treatment, with a relatively relaxed regulatory environment [9][11] Industry Definition - White peony health foods are defined as health products primarily made from the dried roots of the white peony plant, which has multiple health benefits recognized in traditional Chinese medicine [2] Industry Classification - The white peony health food industry can be classified based on health functions, including: - Whitening and removing chloasma - Anti-fatigue - Immune regulation - Acne improvement [3] Industry Features - The industry features include: - Products aimed at health promotion rather than treatment - Increasing market demand - Core competitiveness rooted in traditional Chinese medicine culture and favorable policy environment [9][12][13] Development History - The industry has evolved through several phases, starting from the issuance of the "Health Food Management Measures" in 1996 to the current rapid development phase, with significant policy support and market demand driving growth [14][18] Industry Chain Analysis - The industry chain includes: - Upstream: Raw material supply (various types of white peony) - Midstream: Production and sales of health foods - Downstream: Retail and consumer feedback [19][20][22] Market Size and Growth - The market size for white peony health foods grew from 250 million RMB in 2019 to 268 million RMB in 2023, with a CAGR of 1.75% [31] - The market is expected to continue growing due to strong demand and favorable pricing trends for raw materials [32][35] Competitive Landscape - The competitive landscape features several tiers of companies, with leading firms like Dong'e Ejiao and China Resources Sanjiu dominating the market [41][43] - Brand influence and channel development are key competitive factors, with companies that have their own raw material supply chains having a competitive edge [42][45]