手机号 15769519125 2025 年 中国中药行业市场研 究报告 主编：雷静兰 编辑：张潞玮 商业合作： collaboration@shuoyuanconsulting.com 1 / 30 1.行业概述 1.1 行业定义与分类 1.1.1 中药的定义及范围 中药，即中医药体系中的药物部分，是指以天然药物为基础，主要来源于植物、 动物及矿物等天然资源，通过传统的炮制工艺和现代技术相结合加工制成的各 类药品。中药不仅包括广泛应用于临床的传统草药，如根、茎、叶、花、果实 和种子等各类药材，还涵盖了经过切制、干燥、提纯等处理的饮片，以及依据 古方或现代研究制成的中成药、针剂、丸剂、散剂、膏剂等多种剂型。 中药的应用范围极为广泛，不仅在疾病的预防和治疗方面发挥着重要作用，还 在养生保健、美容护肤、调节机体功能等领域具有独特优势。它通过调和阴阳、 疏通经络、扶正祛邪，达到整体调节机体平衡的目的。中药的使用严格遵循中 医理论指导，强调辨证施治，即根据患者的体质、病因、病位和病性等综合因 素进行个体化用药，体现了中医"治未病"的理念，强调在疾病发生之前进行干 预，从而达到防病于未然的效果。 中药在现代医学研究中也 ...

Market Overview - On August 1, A-shares experienced varying degrees of decline, with the Shanghai Composite Index down by 0.37%, the Shenzhen Component Index down by 0.17%, and the ChiNext Index down by 0.24% [1] - The total trading volume in the Shanghai and Shenzhen markets was 15,984 billion RMB, showing a significant decrease compared to the previous trading day [2] Stock Performance - The CSI 1000 Index increased by 0.14% and has risen by 11.96% year-to-date [2] - The Hang Seng Index and its major indices, including the Hang Seng Technology Index and the Hang Seng China Enterprises Index, all closed lower, with the latter down by 1.49% [4][5] Industry Highlights Traditional Chinese Medicine - The National Medical Products Administration approved a new traditional Chinese medicine, Can Yuan Pharmaceutical's Sanpu Granules, for treating chronic pelvic pain [5] - The sales of gynecological traditional Chinese medicine in China are projected to exceed 20 billion RMB in 2024 across various market segments [5][6] - The penetration rate of traditional Chinese medicine health products has significantly increased from 0.01% in 2019 to 4.79% in 2023, indicating growing consumer acceptance [6] New Energy and Solid-State Batteries - The solid-state battery industry has reached a critical point of industrialization, with CATL clarifying its mass production path and overcoming key scientific challenges [6][7] - Solid-state batteries are expected to significantly enhance lithium battery performance, with various segments of the supply chain poised to benefit [7] - Key materials and equipment for solid-state batteries are experiencing increased demand, with a focus on high-pressure equipment and advanced materials [7] Investment Products - Relevant investment products in the traditional Chinese medicine sector include the Chinese Medicine ETF (159647) and various fund linkages [6] - In the new energy sector, investment products such as the New Energy ETF (588830) and associated fund linkages are highlighted [7]