□ 本报记者 王甜 蒋明睿 杨彦 赵晶 11月21日—23日，备受瞩目的2025长三角健康大会（泰州）暨第五届中医药交流会在中国（泰州）医药 城会议中心召开。大会以"共建共享 传承创新"为主题，旨在深入贯彻"健康中国"和"长三角一体化"国家 战略，推动长三角卫生健康事业高质量发展。 本次活动由国家中药材标准化与质量评估创新联盟、新华报业传媒集团、江苏省中医药发展研究中心主 办，江苏省中医药学会、江苏省中西医结合学会、江苏省中医养生学会、江苏省妇幼健康研究学会、江 苏省医健产业联盟协办，新华日报社健康传媒中心承办。长三角健康大会已经成功举办五届，吸引了长 三角地区医药行业专家代表的积极参与。 嘉宾云集献智，共绘协同发展新篇章 在22日隆重举行的开幕式上，众多嘉宾对大会在推动区域健康协同发展、促进中医药传承创新方面取得 的丰硕成果给予高度评价，围绕"共享共建 传承创新"这一主题，分享了对长三角健康协同发展的深刻 见解。 中国工程院院士、国医大师张伯礼通过视频向大会发来贺词。他表示，本次长三角健康大会站在"十五 五"谋篇开局的新起点，是在回顾"十四五"发展的基础之上聚智聚力、共赴新程。大会推动中医药在新 时代迈上新 ...

当"国家战略"遇上"千年智慧" 长三角建起大健康产业"朋友圈" 中医药作为中华民族的瑰宝，其传承创新发展已上升为国家战略。近年来，《中共中央 国务院关于促 进中医药传承创新发展的意见》等一系列重磅文件相继出台，《中共中央关于制定国民经济和社会发展 第十五个五年规划的建议》中也强调"推进中医药传承创新，促进中西医结合"，凸显了党和国家对发展 中医药事业的高度重视，也为未来五年中医药发展举旗定向。 当"长三角一体化发展"的国家战略与"中医药振兴发展"的时代强音交汇，一场健康产业的盛会即将拉开 帷幕。 2025年11月21日—23日，长三角健康大会暨第五届中医药交流会即将在泰州举行。本次大会由国家中药 材标准化与质量评估创新联盟、新华报业传媒集团、江苏省中医药发展研究中心主办，江苏省中医药学 会、江苏省中西医结合学会、江苏省中医养生学会、江苏省妇幼健康研究学会、江苏医健产业联盟协 办，新华日报社健康传媒中心承办，南京中医药大学作为学术支持。会议汇聚政府、学界、产业及媒体 多方力量，共同探讨中医药在长三角一体化背景下的传承、创新与协同发展，沉浸式感受中医药文化的 深厚底蕴。 与此同时，长三角区域一体化发展作为另一项国 ...

Core Points - The project for the National Traditional Chinese Medicine Inheritance and Innovation Center at Liaoning University of Traditional Chinese Medicine has officially commenced, marking a new phase in the hospital's development of traditional Chinese medicine [1] - The project is located in Shenyang's Huanggu District, with a total investment of 780 million yuan, covering an area of 65,000 square meters and planning for 700 beds, expected to be completed by May 2027 [3] Summary by Category - **Project Overview** - The project is a significant initiative for the revitalization and development of traditional Chinese medicine, recognized as a major task for promoting the inheritance and innovation of traditional Chinese medicine in Liaoning Province [3] - It aims to create a high ground for the integration of medicine, industry, education, research, and application in traditional Chinese medicine [3] - **Strategic Importance** - The project is expected to enhance the distribution and accessibility of high-quality traditional Chinese medical resources, which holds strategic significance for the region [3] - It marks the beginning of a diversified development pattern for the hospital, referred to as "one hospital, four zones" [3]

Core Viewpoint - The article highlights the development and promotion of traditional Chinese medicine (TCM) in Nanyang's Wancheng District, focusing on the establishment of the Medical Sage Cultural Park and its role in enhancing TCM culture and services [1][6][17]. Group 1: Cultural and Historical Significance - The Medical Sage Cultural Park, dedicated to Zhang Zhongjing, is a key cultural landmark in Nanyang, showcasing the integration of TCM culture and historical architecture [6][7]. - The park features a total investment of 5.9 billion yuan, covering an area of 689 acres with a construction area of 424,000 square meters, designed in Han Dynasty style [6][7]. Group 2: Promotion of TCM and Health Services - The district has implemented various initiatives to promote TCM, including the establishment of the Nanyang Zhongjing Health and Dietary Association and the introduction of traditional dietary practices into local cuisine [9][10]. - The integration of TCM services into community markets has been successful, with monthly events providing access to TCM practitioners and products, enhancing community health engagement [14][15]. Group 3: Economic Development and Industry Growth - Wancheng District is focusing on the development of TCM-related industries, including the production of herbal products and health foods, with significant contributions from local enterprises [10][20]. - The district's herbal industry has achieved an annual output value exceeding 3 billion yuan, with over 30% market share in the city [20]. Group 4: Future Development Plans - The district aims to enhance its TCM service capabilities and cultural influence, with plans to establish itself as a national model for TCM development and cultural transmission [21].

Investment Rating - The industry investment rating is "Overweight" (maintained) [5] Core Insights - The report highlights the recent policy issued by the Ningxia Hui Autonomous Region government aimed at enhancing the regulatory framework for pharmaceuticals and medical devices, which is expected to promote high-quality development in the pharmaceutical industry [5] - The policy emphasizes support for the entire chain of traditional Chinese medicine (TCM) innovation, particularly focusing on the protection and development of local resources such as goji berries and licorice, which will benefit local TCM enterprises [6] - The report suggests that the policy will significantly improve the efficiency of product approvals for innovative drugs and medical devices, with specific measures to shorten approval timelines [6] - The report recommends focusing on companies with existing operations in Ningxia, especially those involved in the deep processing of local TCM resources, as well as innovative drug and medical device developers [6] Summary by Sections Recent Industry Performance - The industry has shown relative returns of -4.75% over the past month, -17.32% over the past three months, and -7.19% over the past year compared to the CSI 300 index [3] Policy Impact - The Ningxia policy includes measures to enhance the approval process for innovative drugs and medical devices, reducing the approval time for medical device production licenses from 30 to 20 working days and for second-class medical device renewals from 60 to 50 working days [6] - The policy encourages collaboration among local enterprises, universities, research institutions, and medical organizations to foster innovation in drug and medical device development [6] Investment Recommendations - The report advises investors to pay attention to companies that have a strong presence in Ningxia, particularly those involved in the development of local TCM resources, as well as those engaged in innovative drug and medical device research [6] - Specific companies mentioned for potential investment include Tongrentang, Dong'e Ejiao, Mindray Medical, Jiuzhoutong, and Tigermed [6]

Core Viewpoint - The event aims to promote the inheritance and innovation of traditional Chinese medicine (TCM) and the integration of TCM with Western medicine, highlighting the importance of practical application in education [1] Group 1: Event Overview - The second China Medical University Student Traditional Chinese Medicine Culture Festival and the sixth "Three Provinces and One Region" Higher Education Institutions TCM Knowledge and Practical Skills Competition took place from October 17 to 18 [1] - The event was hosted by the Provincial Education Department and organized by China Medical University, attracting over a hundred teachers and students from 14 universities in Northeast China and Inner Mongolia [1] Group 2: Competition Details - The competition included TCM, Mongolian medicine, Western medicine, and comprehensive universities, with a new category for "TCM Product Marketing Planning" added to enhance practical and application-oriented skills [1] - The competition design integrated traditional and modern elements, featuring three knowledge sections: "Heavenly Timing," "Geographical Advantage," and "Human Harmony," focusing on the relationship between traditional Chinese medicine and seasonal and regional factors [1] - The competition assessed participants' professional knowledge and practical skills through various segments, including "Question and Answer" and "Miraculous Healing" [1] Group 3: Outcomes and Impact - Awards were given for both TCM knowledge skills and product marketing planning, with special, first, and second prizes in each category [1] - The event provided a platform for communication in TCM education in Northeast China, effectively enhancing the professional competence and cultural confidence of teachers and students [1]

Core Viewpoint - The integration of traditional Chinese medicine (TCM) with Western medicine is gaining popularity internationally, with many foreign patients seeking TCM treatments such as herbal medicine and acupuncture, which have shown effective results [1][2]. Group 1: Event Overview - The second Maritime Silk Road Traditional Chinese Medicine Culture Forum was held in Zhangzhou, Fujian, focusing on the themes of TCM inheritance, innovation, and integration [2]. - The forum gathered TCM experts and scholars from both domestic and international backgrounds to discuss the development of TCM [2]. Group 2: Key Projects and Agreements - A total of 47 projects were signed during the forum, with a total investment amounting to 154.47 billion yuan [4][6]. - The projects included 18 health industry projects with an investment of 61.55 billion yuan, 22 fund establishment and attraction projects totaling 92.92 billion yuan, and 7 technology achievement transformation projects [6]. Group 3: Local Significance and Initiatives - Zhangzhou is recognized as an important node in the Maritime Silk Road and has a rich history in traditional medicine, with notable historical figures and renowned medicines originating from the area [5]. - The city is implementing the "Yuan Mountain Plan," which aims to enhance the integration of TCM and health industries across the Taiwan Strait, promoting TCM culture and innovation [5].

Core Viewpoint - During the "14th Five-Year Plan" period, Taiji Group aims to become a world-class traditional Chinese medicine (TCM) enterprise, focusing on high-quality development and innovation in the TCM industry [2] Strategic Direction - Taiji Group has established a vision to become a world-class TCM enterprise, emphasizing the care for life and health [2] - The company focuses on a "4+1" product pipeline, enhancing the development of major TCM varieties and innovative drug research [2] - The "Three Sources and Three Innovations" concept is introduced to modernize and internationalize TCM [2] Talent and Inheritance System - The company is building a multi-level talent team combining old, middle-aged, and young inheritors, ensuring effective transmission of TCM culture and skills [3] - Collaboration with national masters of traditional medicine to establish innovation studios is emphasized [3] Research and Development Investment - In the first half of 2025, the company's R&D investment reached 137 million yuan, an increase of 18.12% year-on-year [4] - The core product, Taiji Huoxiang Zhengqi Oral Liquid, is supported by comprehensive genomic research to clarify its efficacy [4] - The establishment of an open collaborative innovation system is underway, integrating research with top TCM institutions [4] Digital Transformation - Taiji Group is undergoing a comprehensive digital transformation, creating a three-dimensional digital development framework for the TCM industry [6] - The digital strategy connects various business segments and enhances operational efficiency [6] Supply Chain and Sustainability - The company operates multiple green factories and has established an ecological chain from planting to production [5] - A total of 86 TCM varieties have achieved full traceability, ensuring quality and safety [5] Marketing Innovation - Taiji Group is exploring the integration of TCM with modern consumption, launching innovative products like "Huoxiang Ice Cream" [7] - The company is building a metaverse IP matrix to engage younger consumers and enhance brand communication [7] International Expansion - The company has adopted a localized strategy for international markets, successfully entering North America and Southeast Asia [8] - Taiji Group's products have been exported to over 20 countries, with nearly 100 overseas registration numbers obtained [8]

Investment Rating - The report assigns an investment rating of "Positive" for the traditional Chinese medicine (TCM) industry, indicating an optimistic outlook for the sector over the next 12 months [6]. Core Insights - The TCM industry is experiencing a resurgence due to supportive government policies aimed at promoting its development and modernization. The report highlights the importance of innovation in TCM as a key driver for high-quality growth [24][61]. - The industry is characterized by a comprehensive supply chain, from raw material production to manufacturing and distribution, with significant opportunities for growth in both domestic and international markets [19][28]. Summary by Sections 1. TCM Industry Overview - TCM is defined as medicines guided by traditional Chinese medical theories, primarily sourced from natural products, including plant, animal, and mineral-based drugs. It is categorized into five main types: raw materials, decoction pieces, formula granules, proprietary Chinese medicines, and injectable TCM [12][13]. - The historical development of TCM has undergone three major phases, including skepticism during the introduction of Western medicine, a resurgence in the 21st century, and recent government initiatives to modernize and industrialize TCM [15][16]. 2. TCM Policy Analysis - The overall policy direction is supportive, with multiple government documents issued to encourage the high-quality development of the TCM industry. Key policies include the "Opinions on Promoting the Inheritance and Innovation of TCM" and various local measures [24][28]. - Policies cover supply-side improvements, such as optimizing TCM registration and approval processes, enhancing talent training, and building TCM hospitals [28][32]. - Payment reforms are also underway, exploring payment methods that align with TCM characteristics, which could enhance the financial viability of TCM services [45][46]. 3. Future Development Trends - Innovation in TCM is identified as a critical factor for future growth, with a focus on developing new formulations and improving the sustainability of TCM resources [61][63]. - TCM is positioned to become a significant player in the broader health and wellness market, emphasizing preventive care and holistic health approaches [66].

Core Insights - The consumption health industry is currently experiencing a short-term adjustment due to a complex economic environment and ongoing reforms in procurement and medical insurance payment methods, but the long-term growth logic remains solid [1][2] - The Chinese consumption health market is expected to continue expanding, with significant policy support and increasing consumer demand for OTC drugs and personal care products [1][3] Industry Overview - The Chinese life and health industry grew from 68.3 trillion yuan to 100.3 trillion yuan from 2018 to 2023, with projections to reach 160 trillion yuan by 2030, while the consumption health industry increased from approximately 660.3 billion yuan to about 931.4 billion yuan, with an average annual growth rate of 7% [2] - The adjustment in the Chinese medicine sector has led to increased performance disparities among companies, with leading firms benefiting from brand and channel advantages while smaller firms face profit declines [2][5] Policy and Demand Drivers - The government's emphasis on building a hierarchical medical system and promoting self-care is expected to stimulate market demand for OTC products [1][3] - Consumer health awareness is rising, driven by an aging population and the emergence of younger consumers, leading to increased spending on healthcare [3] Company Performance and Strategies - Leading companies like China Resources Sanjiu are demonstrating resilience during the industry adjustment, with reported revenue growth despite challenges [5][6] - China Resources Sanjiu's CHC (Consumer Health Care) business is a core strength that helps it navigate industry fluctuations, supported by a strong brand portfolio [6][8] Market Trends and Innovations - The integration of "Internet + healthcare" is driving digital sales channel upgrades, with online pharmacy sales reaching 66.3 billion yuan in 2023, reflecting a compound annual growth rate of 45.5% from 2018 to 2023 [3][7] - The industry is shifting towards a competitive landscape that emphasizes a combination of products and services, moving beyond simple product competition [5][8] Future Outlook - The industry is entering a deep reshuffling phase, with leading firms expected to maintain steady growth through brand barriers, channel advantages, and innovation [2][8] - China Resources Sanjiu is increasing its R&D investment, with a reported 68.99% year-on-year increase, and has numerous projects in the pipeline to support future growth [8][9]