Core Viewpoint - The traditional Chinese medicine (TCM) sector is experiencing significant opportunities, driven by policy support and strong performance in the stock market [1][2]. Market Performance - On August 1, the A-share market saw a mixed performance with the Shanghai Composite Index down 0.37%, Shenzhen Component down 0.17%, and ChiNext down 0.24%, while over 3,300 stocks rose [1]. - The TCM sector witnessed a surge, with the Shenwan TCM Index rising by 1.78%, placing it among the top-performing secondary industry indices [2]. Policy and Industry Developments - The establishment of the Yangtze River Delta TCM Concept Verification and Achievement Transformation Center in Shanghai aims to enhance the commercialization of TCM research [2]. - The State Council's 2025 policy emphasizes the protection and utilization of TCM resources, indicating a supportive regulatory environment for the industry [2]. Company Performance - Notable companies such as Darentang, Jilin Aodong, and Buchang Pharmaceutical reported significant net profit growth, with Darentang's net profit expected to reach between 18.4 billion to 20 billion yuan, marking a year-on-year increase of 180% to 204% [4][5]. - Jilin Aodong anticipates a net profit of approximately 12.36 billion to 12.9 billion yuan, reflecting a year-on-year growth of 130% to 140% [5]. - Tianmu Pharmaceutical successfully turned a profit during the reporting period, driven by enhanced market strategies and sales [5]. Financial Highlights - The following companies reported substantial net profit growth in the first half of 2025: - Darentang: 19.2 billion yuan, up 192% [6] - Jilin Aodong: 12.63 billion yuan, up 135% [6] - Buchang Pharmaceutical: 5.98 billion yuan, up 158.41% [6] - The overall performance of TCM companies indicates a strong recovery and growth trajectory, supported by favorable market conditions and policy initiatives [4][5].

消息面上，长三角中医药概念验证及成果转化中心近日正式启动。该国家级平台协同长三角及全国资 源，致力于破解中医药成果转化的早期瓶颈。 就当天A股主要指数的表现而言，截至收盘，上证指数报3559点，跌幅为0.37%；深证成指报10991点， 跌幅为0.17%；创业板指报2322点，跌0.24%。沪深两市成交总额约15984亿元人民币，较上一个交易日 缩量约3377亿元。 巨丰投顾投资顾问总监郭一鸣表示，A股1日下跌更多属于技术性调整，此次调整的主要原因在于股指 涨至阶段性高位形成技术性压力，叠加获利盘兑现离场等因素。考虑到中国经济基本面修复趋势未变、 市场流动性改善以及利好政策持续助力的大背景，综合判断，未来股指整体下行空间有限。(完) 根据金融数据服务商东方财富的统计，当天中药板块上涨3.39%，领涨A股所有行业板块。个股方面， 维康药业、天目药业、新天药业、华森制药等多股股价当天收获涨停板；其中，维康药业录得约20%的 涨幅。 中新社北京8月1日电 (记者 陈康亮)8月首个交易日，中国A股遭遇调整，主要股指悉数下跌，但市场结 构上不乏亮点，中药板块逆势上涨，表现亮眼。 ...

Core Insights - Shanghai Agricultural Science and Technology Innovation Valley has achieved significant progress in its first year, with total investments exceeding 20 billion yuan, focusing on future industries such as plant extraction [1][2] - The establishment of the Yangtze River Delta Traditional Chinese Medicine Concept Verification and Achievement Transformation Center aims to enhance the conversion of TCM research into market-ready products, supported by national resources and partnerships with leading pharmaceutical companies [1] - The launch of the Shanghai Agricultural Science and Technology Innovation Valley Joint Innovation Center promotes the integration of academia, industry, and research, attracting new enterprises in smart equipment, biotechnology, and digital agriculture [2] Investment and Development - Total investment in the Shanghai Agricultural Science and Technology Innovation Valley has surpassed 20 billion yuan, indicating strong financial backing for agricultural innovation [1] - The initiative includes 31 major projects in plant extraction and aims to streamline the entire process from research and development to industrialization [1] Strategic Initiatives - The center will implement a dual support mechanism combining "verification assessment + resource integration" to facilitate the development of new TCM drugs and food products [1] - The "Four Batch" project aims to establish significant technological infrastructure, publish technology lists, form industry innovation coalitions, and launch high-value plant extraction products [2]