国庆中秋假期，欢庆氛围正浓，一份出自河南的中药养生产品从焦作出发，漂洋过海，被送到东南亚消 费者的手中。"你们公司的怀药粉很受市场欢迎，老人、小孩都爱，我们还要追加订单。"10月2日，温 县泰元怀药有限公司负责人收到了客户的反馈。 焦作是怀山药、怀地黄、怀牛膝、怀菊花这"四大怀药"的发源地。得益于独特的土壤和气候条件，这里 出产的怀药品质远高于普通品种。近年来，随着当地加工升级与外贸渠道持续畅通，以温县泰元怀药有 限公司为代表的一批企业扬帆出海，让焦作怀药成为海外中药市场中的"香饽饽"。 在初期，中药产品出口遇到了不少困难。"老怀药易受潮，这就会使产品品质和口感大打折扣，进而影 响海外市场销售。"焦作海关关长孙咏介绍，为守住老怀药的地道味，焦作海关不仅开通鲜活易腐农食 产品查验绿色通道，将通关时间压缩了30%，还与中原食品实验室等3家省级科研机构签订合作备忘 录，对产品品质严格把关。 考虑到东南亚等海外消费者的喜好，焦作市有关部门与企业加强沟通，共同推动怀药从药用向食用、保 健用等多场景延伸。今年前8个月，焦作地区四大怀药出口量达12.9吨。 焦作中药产品出口并非个例。在南阳这片同样浸润着药香的土地上，上演着 ...

Core Insights - The forum "Phoenix Bay Area Finance Forum 2025" held in Guangzhou focused on the theme "New Pattern, New Path" and gathered global elites from politics, business, and academia to explore development opportunities amidst changing circumstances [1] Company Initiatives - The Vice President of Dong'e Ejiao Co., Ltd., Li Qingchuan, emphasized the increasing global recognition of traditional Chinese medicine (TCM), which has spread to 196 countries and regions, enhancing cultural exchange [3] - Dong'e Ejiao has established an overseas marketing center in Hong Kong and is actively expanding into strategic markets such as Indonesia and Australia, driven by business growth and cultural dissemination [3] Key Strategies for Global Expansion - **Academic Research**: The company aims to solidify its brand foundation through scientific research, highlighting a recent achievement where its product "Fangpian Ejiao Jiang" received a special award at the American Society of Clinical Oncology 2024 Annual Meeting, marking a historic participation of traditional Chinese medicine [4] - **Cultural Promotion via Media**: In collaboration with Phoenix Satellite Television, Dong'e Ejiao is launching a large-scale international cultural project titled "Four Seas TCM," which includes documentaries and online content, already filmed in 12 countries, set to be released in November [5] - **Social Responsibility**: In Indonesia, a key market with annual sales of approximately 40 million RMB, Dong'e Ejiao's products are widely used for dengue fever treatment. The company engages in various charitable activities, enhancing local consumer trust [6]

有"中华药都"之称的安徽亳州近期迎来一批海外客人。来自13个国家的110多位驻华使领馆代表、 中医药行业商协会代表和中医药企业负责人共聚这座皖北古城，探讨中医药发展合作的机遇。 来自越南的升龙东医药股份有限公司总经理阮鸿盛第二次来到这里，除了寻求更多中药材供应商， 他此行的愿望清单还包括向中国的中药材种植企业"取经"种植技术，以及学习中医诊疗方法，将其与越 南传统医学相结合。 "中医药疗效在世界的认可度逐步提升，在越南也备受欢迎，我们公司每年会从中国进口500至700 吨中药材。"阮鸿盛说，越南的传统医学和中医药有很多相通之处，这也助推了中医药在越南的传播与 发展。 9月8日，第三届中国(亳州)—RCEP中医药行业合作会议在亳州召开。前来参会的马来西亚万丰药 行企业有限公司负责人梁裕标也有相同的感受。他所在的万丰药行在马来西亚销售2000多种中药材及花 草茶等药食同源产品，近年来销售额持续增长。 自2018年开始探索进入欧洲市场，目前济人药业研发生产的193种中药配方颗粒已经通过德国官方 质量检验，以药品的身份进入欧盟市场，通过当地的公立药房销售。 "中成药出海面临注册法规、标准互认、知识产权保护等诸多挑战， ...

Core Viewpoint - Kunming Pharmaceutical Group is undergoing a strategic transformation to become a leader in the silver-haired health industry, marking a new entrepreneurial journey after being acquired by China Resources Sanjiu [1][4]. Group 1: Strategic Transformation - The company is implementing a "fusion + reform" dual-driven approach, focusing on building the "Kun Pharmaceutical Business Philosophy" system and deepening the layout of the Panax notoginseng industry chain [1][4]. - A clear roadmap for integration with China Resources Sanjiu has been established, aiming for a three-year integration period to complete the "four remakes" of value, business, organization, and spirit [4]. - The company is currently in a critical phase of "model reconstruction and deep channel transformation" [4]. Group 2: Digitalization and Channel Integration - Kunming Pharmaceutical Group is leveraging the digital capabilities of China Resources Sanjiu to shift its operational model from "experience-driven" to "data-driven" [4]. - The company is reforming its sales channel system by integrating its previously fragmented network, adopting the "Sanjiu Business Philosophy" to establish a centralized channel structure [4]. Group 3: R&D Collaboration - The company is collaborating with multiple research institutions in the silver-haired health field, combining the strengths of China Resources Sanjiu in resource integration and AI-assisted drug screening with its own expertise in natural drug research [5]. Group 4: Focus on Core Advantages - The new management has identified a need for focus, concentrating resources on the silver-haired health sector and establishing a dual-platform strategy of "chronic disease management + premium traditional Chinese medicine" [6][7]. - Kunming Pharmaceutical Group has a unique competitive advantage in the Panax notoginseng industry chain, with over 1,000 acres of GAP planting base and leadership in the establishment of the Yunnan Panax Notoginseng Research Institute [7]. Group 5: Innovative Business Model - The company has proposed an innovative three-in-one model of "medicines + medical services + emotional value," aiming to develop intelligent companion devices that integrate medical data and provide emotional support for the elderly [8]. Group 6: International Expansion - Kunming Pharmaceutical Group is actively pursuing internationalization, with 90 overseas registration applications submitted and 7 products approved as of mid-2025 [9]. - The company is a core supplier of artemisinin for global anti-malarial drugs and has established a strong international network for its products [10].

Core Viewpoint - Kunming Pharmaceutical Group aims to become a leader in the silver-haired health industry, marking a new entrepreneurial journey after being acquired by China Resources Sanjiu [1][2]. Group 1: Integration and Transformation - Following the acquisition, Kunming Pharmaceutical Group is undergoing a systematic restructuring, focusing on value, business, organization, and spirit over a three-year integration period [2]. - The company is transitioning its operational model from "experience-driven" to "data-driven" by leveraging digital tools developed with the support of China Resources Sanjiu [2][3]. - A significant channel reform is underway to consolidate its previously fragmented sales network, establishing a more centralized channel structure [3]. Group 2: Focus on Silver-Haired Health - The new management has prioritized focusing resources on the silver-haired health sector, moving away from previous scattered investments [4]. - The company has a strong foundation in natural medicine research, particularly in chronic disease management and elderly health [5]. - Kunming Pharmaceutical Group is implementing a dual-platform strategy focusing on chronic disease management and premium traditional Chinese medicine [5]. Group 3: Innovative Business Model - The company is developing a three-in-one model that combines pharmaceuticals, medical services, and emotional value, aiming to create a comprehensive health management ecosystem [6]. - Plans include the development of intelligent companionship devices that integrate medical data and AI to support elderly care [6]. Group 4: International Expansion - Kunming Pharmaceutical Group is actively pursuing international markets, particularly in traditional Chinese medicine, with a focus on plant-based medicines like Artemisinin and Sanqi [7]. - The company has submitted 90 overseas registration applications and has successfully registered 7 products, with its blood stasis remedy approved in 15 countries [7]. - The company aims to leverage its global network and expertise in Artemisinin to become a comprehensive international healthcare service provider [8].

Core Viewpoint - Kunming Pharmaceutical Group aims to become a leader in the silver-haired health industry, marking a new entrepreneurial journey after being acquired by China Resources Sanjiu [1][3] Group 1: Strategic Transformation - The company is undergoing a strategic transformation described as a "second entrepreneurship," focusing on a dual-driven approach of "integration + reform" [1][3] - A clear roadmap for integration has been established, with a three-year integration period to complete value, business, organization, and spirit restructuring [1][2] - The company is currently in a critical phase of "model reconstruction and deep channel transformation" [1] Group 2: Digitalization and Channel Integration - Kunming Pharmaceutical Group is leveraging China Resources Sanjiu's digital capabilities to shift its operational model from "experience-driven" to "data-driven" [2] - The company is reforming its sales channel system by integrating a previously fragmented network of distributors, establishing a more centralized channel structure [2] - The new channel system will focus resources on national brand building, laying a foundation for long-term development [2] Group 3: Research and Development Collaboration - The company is collaborating with multiple research institutions in the silver-haired health sector, combining strengths in resource integration and AI-assisted drug screening [2][3] - Joint research projects in traditional Chinese medicine are being explored, particularly in the field of specialty plant medicines [2] Group 4: Focus on Silver-Haired Health - The management has identified a need for greater focus in strategic planning, concentrating resources on the silver-haired health sector [3] - The company aims to leverage its historical expertise in natural medicine to enhance its offerings in chronic disease management and elderly health [3] Group 5: Innovative Business Model - An innovative business model combining "medicines + medical services + emotional value" is being developed to address the needs of the elderly [4] - The company plans to transition from a traditional pharmaceutical enterprise to a health management service provider, enhancing its research and digital capabilities [4] Group 6: International Expansion of Traditional Chinese Medicine - Kunming Pharmaceutical Group is actively pursuing international markets for traditional Chinese medicine, with a focus on plant-based medicines like artemisinin and Sanqi [5] - The company has submitted 90 overseas registration applications and successfully registered 7 products, with its blood stasis remedy approved in 15 countries [5] - The company aims to become a comprehensive international healthcare service provider, leveraging its global network and expertise in artemisinin products [5]

Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 3.051 billion yuan, a year-on-year increase of 11.02% [2] - Net profit attributable to shareholders reached 818 million yuan, up 10.74% year-on-year [2] - Net cash flow from operating activities was 965 million yuan, reflecting a growth of 4.70% [2] - Basic earnings per share stood at 1.27 yuan, representing a 10.52% increase compared to the previous year [2] Group 2: Strategic Development - The company is implementing the "1238" development strategy, focusing on high-quality and sustainable growth [3][5] - Emphasis on deepening domestic donkey breeding and enhancing global raw material resource control [3] - Strengthening the research and development system through partnerships with well-known domestic institutions [3] Group 3: Product and Market Expansion - Focus on the health supplement sector, consolidating the brand position of "Dong'e Ejiao" [4] - Launching new products in the blood-nourishing category, including a recent collaboration on Huangqi essence products [5] - Plans to enhance digital marketing strategies and expand online sales channels [5][7] Group 4: Organizational Restructuring - The company is undergoing organizational restructuring to optimize the health consumer goods division [7] - "Peach Blossom Princess" brand is transitioning from a regional focus to a national expansion strategy [7] - Establishing a health management model through the creation of gel-making centers in key cities [10] Group 5: Overseas Business Development - The company aims to expand its presence in Southeast Asia, focusing on product certification and cultural outreach [9][10] - Plans to import high-quality raw materials and enhance the product matrix through international collaborations [10] Group 6: Talent Acquisition and Management - The company is focusing on recruiting talent in three key areas: R&D, business operations, and intelligent manufacturing [10] - A stable management team is maintained to ensure steady operational progress [10]

Group 1 - The core event was the launch of the "National Medicine AI Avatar" system by the company, aimed at enhancing the quality development of traditional Chinese medicine (TCM) and accelerating its international expansion [2][5] - The company has established partnerships with multiple hospitals in Shenzhen and internet platforms like Xiaohongshu, focusing on integrating medical resources and improving patient services [2][3] - The company has signed cooperative agreements with two new medical alliance units, enhancing the distribution of quality medical resources to grassroots levels and addressing public healthcare challenges [3] Group 2 - The company has expanded its medical alliance network to over 20 top TCM universities and hospitals, further broadening its national collaboration footprint [3] - The acquisition of Shenzhen Tianyuan Traditional Chinese Medicine Hospital aims to strengthen the synergy between offline stores and online medical platforms [3] - The company is committed to an integrated development model of "medical education research," focusing on building specialized TCM departments and a full-time physician training system [3][6] Group 3 - The "National Medicine AI Avatar" system covers eight core TCM specialties, leveraging the clinical experience of ten renowned TCM experts [5] - The AI system allows for efficient patient information collection and analysis, enabling quicker online consultations [6] - The company has established a TCM inheritance workshop in Singapore to enhance overseas TCM service capabilities and has developed 16 clinical formulations that have been approved for use [6] Group 4 - The company has formed partnerships with platforms like Meituan, Douyin, and Gaode Map, creating a multi-channel ecosystem for TCM service dissemination [4] - The collaboration with Xiaohongshu allows the company to utilize content formats like notes and live broadcasts to educate users about TCM [4]

Core Viewpoint - The article highlights the strategic initiatives of the company in promoting traditional Chinese medicine and health products, focusing on product development, international expansion, and investment in the health industry [4][5][6]. Group 1: Product Development and Market Strategy - The company is committed to enhancing its flagship product, Pianzaihuang, and expanding its product line with significant items such as the compound Pianzaihuang lozenge and Yindan Pinggan capsules, continuously enriching its "big product" matrix [5]. - The cosmetics subsidiary has implemented a long-term incentive mechanism based on excess profit sharing, successfully launching several products that have achieved over 100 million in sales [5]. Group 2: International Expansion - The company actively participates in national-level events to promote the internationalization of traditional Chinese medicine, including the "Belt and Road" conference and various international trade expos scheduled for 2025 [5]. - The company is involved in multiple international trade fairs, enhancing its global presence and market reach [5]. Group 3: Investment in Health Industry - Since 2024, the company has established three funds, each with a scale of 1 billion, focusing on investments in traditional Chinese medicine, biomedicine, medical devices, and health-related industries [5]. - The company's equity stake in these funds ranges from 20% to 30%, indicating a strong commitment to the health sector [5]. Group 4: Research and Development - In 2024, the company is advancing clinical research on 11 projects related to Pianzaihuang and other traditional Chinese medicine products, laying the groundwork for expanding clinical applications [6]. - The company has a robust pipeline with 14 ongoing new drug projects, including two new traditional Chinese medicine drugs entering clinical trials [6]. - Recent advancements include the completion of Phase I clinical research for a chemical drug and the initiation of Phase II trials for another, showcasing the company's commitment to innovation [6].