健康中国2030

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以岭药业2025中报解读:净利润同比增长26%,三大核心竞争力驱动长期价值增长
Zheng Quan Zhi Xing· 2025-08-27 10:09
8月27日晚间,以岭药业(002603)(002603.SZ)发布了2025年中报。上半年,公司净利润重回双位数增长,展现出强劲韧性。期间实现营业收入40.4亿元; 实现归母净利润6.69亿元,同比增长26.03%;实现扣非净利润6.41亿元,同比增长27.08%。 业绩增长背后,以岭药业成本控制能力凸显,上半年营业成本同比下降23.76%,销售费用同比下降15.28%。更值得关注的是现金流,公司上半年经营活动 净现金流8.32亿元,同比大增214.97%;期末货币资金10.03亿元,资产负债率21.81%,财务安全边际显著提高。 面对医药行业的竞争压力,以岭药业以理论为基石,以创新为引擎,构建起出多元化医药健康产业格局,长期价值逻辑愈发凸显。本文从产品端、理论端、 研发端三大维度剖析公司核心竞争力,揭示其作为行业领军企业的深厚底蕴与广阔前景。 产品端:三大产业协同发力,构建医药健康新格局 作为中医药行业的领军者,以岭药业以专利中药为根基、化生药为增量、健康产业为延伸,三驾马车并驾齐驱,形成了主业突出、协同发展、相互促进的多 元化产业格局。 高水平理论也为产品的临床推广奠定了坚实的证据基础,提升了产品的学术价 ...
民生健康营收净利双增,多维布局大健康赛道显成效
Quan Jing Wang· 2025-08-27 09:28
民生健康通过精益化、自动化和信息化的深度融合,不断提升生产效率和产品质量。报告期内,公司成 功推动灵芝胶囊批文复产,并对生产线进行技术攻关,体现了其强大的生产组织能力和质量管控水平。 募投项目"保健食品智能化生产线技改项目"和"维矿类OTC产品智能化生产线技改项目"也在稳步推进 中,为未来产能释放奠定基础。 渠道建设上,民生健康坚持"立体化渠道生态"战略,线上线下双轮驱动。线下渠道通过一、二级经销商 网络持续下沉,覆盖更广阔的零售终端;线上则依托天猫、京东、抖音、快手、小红书等平台开展自营 与分销业务,提升品牌曝光与消费者触达。子公司民生中科在益生菌业务上采用直销与经销相结合的模 式,并逐步拓展海外市场,产品已出口至美国、加拿大、新加坡等多个国家和地区。 杭州民生健康药业股份有限公司(301507)8月26日发布的2025年半年度报告显示,公司上半年实现营 业收入4.62亿元,同比增长16.37%;归属于上市公司股东的净利润达8240.51万元,同比增长6.65%。在 复杂多变的市场环境中,公司凭借清晰的产品战略、稳健的渠道拓展和持续的研发投入,实现了业绩的 稳健增长,进一步巩固了其在维生素与矿物质补充剂领域 ...
陈绍良入选中国工程院2025年院士增选有效候选人:从原创术式到国际认可,中国心血管学科的突破之路
Jiang Nan Shi Bao· 2025-08-27 07:14
陈绍良院长长期致力于心血管病学的临床、科研与教学工作,在学术界和临床界均具备广泛影响力。他 现任美国心脏病学院(ACC)、美国心脏学会(AHA)、欧洲心脏学会(ESC)委员,中华医学会心 血管病分会临床研究学组组长、中国病理生理学会血管医学专业委员会常委、中国医师协会心血管内科 医师分会副会长等重要学术职务。他先后获得原卫生部"突出贡献中青年专家"、江苏省"333 高层次人 才培养工程"第一层次人才、美国 SCAI 学会"介入治疗大师"等荣誉称号,也是南京医科大学教学名 师、名医,"最受欢迎研究生导师""南京医科大学十佳研究生导师"。 作为中国心血管介入学科的重要推动者,陈绍良在复杂冠脉病变与肺高压治疗方面的原创性探索,已经 走出国门,进入国际指南。他提出的"双导管双支架挤压术(DK CRUSH)"解决了冠脉分叉病变治疗中 的世界性难题,并在2018年被欧洲心脏病学会《心肌血运重建指南》全球推荐。与此同时,他主导研发 的经皮肺动脉去神经术(PADN),在2022年被正式写入《ESC/ERS 肺动脉高压诊断与治疗指南》,成 为首个进入国际权威指南的中国原创肺动脉高压介入治疗方案。 8月20日,中国科学院、中国工 ...
践行国家战略,共创美好生活!华润置地润BA2025全国业主篮球联赛圆满收官
Ge Long Hui· 2025-08-26 12:41
摘要:8月24日,华润置地联合华润万象生活、华润文体发起的"润BA2025全国业主篮球联 赛"在成都东安湖体育公园成功举办。赛事以"政府引导、企业搭台、业主共创、多业态协 同"的创新模式,推动全民健身进入社区,响应"健康中国2030"与"体育强国"战略,成为华 润置地"好房子、好社区、好服务"理念的生动实践。 8月24日,成都东安湖体育公园掌声雷动。伴随终场哨响,"润BA2025全国业主篮球联赛"(以下简称"润 BA2025")圆满闭幕。来自全国14座城市的冠军球队经过激烈角逐,最终成都·凤凰城太阳队夺得总冠 军。 总决赛当日,国家体育总局、四川省体育局、成都市体育局、龙泉驿区委区政府及文体旅局等相关主管 部门领导、中物协代表等嘉宾出席现场,华润置地总裁徐荣等一同出席并为获奖队伍及个人颁奖。中国 体育报、央视网、人民网、新华社等数十家权威媒体对赛事进行关注,让"住华润置地不一样"的理念深 入人心,润BA2025也成为推动全民健身进社区的优秀案例。 图 (2012 厦门橡树湾队 AUSTATE 10 4015 . 0 CF e 通貨 家庭新 厦 下 ... G 16 12 公募|附置地 万象服务 Ra e IE ...
药师帮(09885)发布中期业绩 股东应占溢利7811.7万元 同比增长258%
智通财经网· 2025-08-20 08:41
智通财经APP讯,药师帮(09885)发布公告,集团收入人民币98.43亿元,同比增长11.7%;股东应占溢利 7811.7万元,同比增长258%;每股盈利0.11元。 2025年上半年,中国医药健康行业机遇与挑战并存。一方面,我国持续推动基层医疗体系建设与民生保 障,推动医药医疗健康普惠可及,着力强化基层医疗机构服务能力,并鼓励商业健康保险创新。医药行 业在"健康中国2030"战略深化与基层医疗普惠政策推动下,呈现结构性变革。这些政策导向与公司长期 深耕基层、提升医药可及性的核心战略高度契合,为公司的业务拓展提供了广阔空间,也进一步拓宽了 医药健康市场的边界。另一方面,受经济周期性下行、医保政策调整等因素的影响,医药健康产业迎来 阶段性增速放缓。对于医药健康产业的每一位参与者而言,提质增效的重要性愈发显着,这无疑对公司 提出了更为严格的要求。 今年以来,药师帮在充满挑战的市场环境中砥砺前行,牢牢把握政策脉搏,凭借行业领先的全渠道布局 策略,深耕核心业务,开展医药产业链上下游的业务创新和服务升级,深化与上下游合作伙伴的协同合 作,触达更广泛、更多元的用户群体,为下游用户提供更加便捷、高效、专业的全方位数字化解 ...
零售药店转型突围:“院店联动”重构慢病管理新生态
Sou Hu Cai Jing· 2025-08-16 16:14
Core Insights - The retail pharmacy industry is undergoing significant transformation due to stricter regulations, increased competition, and insufficient demand for pharmaceutical consumption, leading to a decline in customer traffic and store openings [1] - The focus has shifted from rapid store expansion to refined operations, with leading retail companies adopting the "hospital-pharmacy linkage" model to integrate medical resources and health management services, creating a community health ecosystem [1][4] - The "hospital-pharmacy linkage" model is effectively managing chronic disease patients by integrating resources from hospitals and retail pharmacies, enhancing the role of pharmacies in health risk assessment and medication management [1][3] Industry Challenges - Approximately one in three adults in China suffers from multiple chronic diseases, with the number of patients with cardiovascular diseases, diabetes, and respiratory diseases exceeding 100 million [2] - The aging population and lifestyle changes are contributing to the rising number of chronic disease patients, while the management and control rates of these diseases remain below the targets set by the "Healthy China 2030" initiative [2] - Primary healthcare institutions face challenges such as insufficient medical staff and inadequate facilities, making it difficult to provide high-quality chronic disease management services [2][3] Innovative Solutions - The "hospital-pharmacy linkage" model has emerged as an innovative solution for chronic disease management, aiming to enhance the overall effectiveness of grassroots healthcare services [3][4] - This model optimizes medical resource allocation, reduces the burden on hospitals, and transforms retail pharmacies from traditional drug sales to professional health service providers [4] - The model has shown significant value in improving patient access to healthcare services and facilitating better chronic disease management, thereby reducing complications and slowing disease progression [4] Implementation and Results - A pilot project for integrated management of chronic diseases was launched in August 2024, yielding initial breakthroughs in various chronic disease areas [5][6] - The "Xi'an model" has been implemented in ten core hospitals in Shaanxi Province, focusing on early screening and regular follow-ups for chronic disease patients, resulting in notable improvements in patient management metrics [6] - The model is expected to expand across Shaanxi Province, enhancing collaboration between hospitals and pharmacies and improving chronic disease management capabilities [7] Future Directions - The "hospital-pharmacy linkage" model is anticipated to play a crucial role in achieving the goals of "Healthy China 2030," with retail pharmacies acting as essential components in the healthcare system [8] - The industry is encouraged to strengthen training for pharmacists and staff, enhance professional service capabilities, and leverage data-driven management to support policy advocacy and industry standards [7][8]
2025西普会:阿斯利康支持打造“院店联动”新范式
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-16 05:16
Core Viewpoint - The article discusses the "hospital-pharmacy linkage" model as a significant innovation in chronic disease management, emphasizing its role in connecting healthcare resources and improving patient care in China [1][2][5]. Group 1: Industry Context - The "hospital-pharmacy linkage" model is part of a national pilot project aimed at addressing chronic non-communicable diseases, which account for 88% of total deaths and over 70% of the disease burden in China [1]. - The increasing prevalence of chronic diseases such as hypertension, diabetes, and respiratory conditions highlights the need for effective management strategies, as only 17.2% of diabetes patients show good medication adherence [1][2]. Group 2: Implementation and Impact - Retail pharmacies are becoming crucial in the chronic disease management system, transitioning from traditional drug sellers to health service providers, as outlined in the "Healthy China 2030" plan [2]. - The "hospital-pharmacy linkage" model has expanded from focusing solely on hypertension to include a broader range of chronic diseases, creating diverse innovative practices [3]. - Collaborative efforts between hospitals and pharmacies have led to enhanced training for pharmacists, improved patient education, and better management of chronic diseases through a comprehensive care approach [3][4]. Group 3: Strategic Partnerships - AstraZeneca is actively supporting the "hospital-pharmacy linkage" model, aiming to establish a standardized and professional chronic disease management system that extends care beyond hospital settings [5]. - The company emphasizes the importance of collaboration among various stakeholders to enhance chronic disease management and achieve the goals set forth in the "Healthy China 2030" initiative [5].
如何健康“同行” ?头部险企迈入新价值深水区
Nan Fang Du Shi Bao· 2025-08-15 12:35
Core Insights - The life insurance industry is undergoing a profound transformation from "scale expansion" to "quality competition," driven by factors such as aging population, upgraded health demands, and technological reshaping of services [1][2] - AIA Insurance is exploring new paths for transformation by positioning itself as a "health partner" rather than just a risk provider, focusing on the concept of "healthy, long-lasting good life" [1][5] Industry Changes - The shift in consumer needs from single risk coverage to diverse health demands is evident, with a significant portion of diseases in Asia being lifestyle-related, highlighting the inadequacy of traditional insurance models [3][4] - The aging population in East Asia, particularly in China, Japan, and South Korea, is creating a market gap in insurance products that cater to the diverse needs of the elderly, such as home care and chronic disease management [3][6] Consumer Demand Evolution - Younger consumers are increasingly viewing insurance as a foundation for a healthy lifestyle rather than merely a safety net, leading to a demand for personalized solutions and interactive health incentives [4][9] - The transition from passive acceptance of insurance to active engagement in health management is prompting insurance companies to seek long-term connections with clients [4][9] Role Transformation - Insurance companies are shifting from being mere claim payers to becoming builders of comprehensive health ecosystems, redefining the boundaries and value of insurance services [5][6] - AIA is implementing a "light asset + heavy service" model to create a retirement ecosystem that integrates various resources for health management and elder care [7] Cross-Industry Integration - The integration of sports into health initiatives is seen as a way to connect with younger demographics, transforming abstract health concepts into tangible lifestyle practices [9][10] - AIA's youth football training camps exemplify the company's commitment to promoting health through sports, enhancing community engagement and brand connection [10] Future Development - The future competitiveness of life insurance companies will hinge on three core capabilities: deep understanding of customer health needs, cross-sector resource integration, and the fusion of technology with personalized service [12][13] - The ongoing "Healthy China 2030" initiative and the deepening aging trend are reinforcing the importance of health service attributes in insurance offerings [12]
国家医保政策“精准护航” 儿童用药迎来利好
Zhong Guo Jing Ji Wang· 2025-08-15 00:07
Group 1 - The National Healthcare Security Administration has been actively enhancing children's medication security through various innovative measures, with the recent approval of the innovative drug Zeli Mei (Benvimod Cream) for eczema, which is expected to benefit millions of children suffering from atopic dermatitis [1][2] - The inclusion of Zeli Mei in the initial review is a recognition of its innovative value and exemplifies the national healthcare policy's commitment to safeguarding children's health [2] - The drug Zeli Mei, approved for children over 2 years old, fills a significant gap in the global market for pediatric eczema treatments, offering a safer alternative to traditional steroid medications [1] Group 2 - The approval of Zeli Mei aligns with the "Healthy China 2030" strategy, indicating that the construction of the children's medication security system in China will see more breakthrough developments [2] - The company behind Zeli Mei expressed commitment to collaborating with national healthcare policies to expedite the availability of the product to families across the country [2]
7.28《体重管理诚信服务规范》全面宣贯,助力健康中国建设
GLP1减重宝典· 2025-08-02 08:33
Core Viewpoint - The article emphasizes the importance of weight management as a key strategy in China's "Healthy China 2030" initiative, highlighting the launch of a three-year action plan aimed at curbing the rising rates of overweight and obesity in the population [7][30]. Summary by Sections National Strategy and Action Plan - The "Weight Management Year" action plan aims to initially curb the rising trend of overweight and obesity by 2025 and establish a supportive environment for weight management by 2030. Current data indicates that over 50% of adults in China are overweight or obese, with related healthcare costs accounting for 12% of total medical expenditures [7][30]. Introduction of Standards - The introduction of the "Weight Management Integrity Service Specification" is a proactive response to national strategies and serves as an important guideline for industry self-regulation. This standard is based on existing national standards and aims to address trust issues and service irregularities within the industry [9]. Core Contents of the Standards - The four core components of the standards include: 1. Establishing an integrity service system that requires service providers to publicly declare their integrity and accept social supervision [12]. 2. Implementing comprehensive service norms covering service commitments, contract fulfillment, pricing transparency, and service content [13]. 3. Creating a dynamic management mechanism through a public information platform for weight management services [14]. 4. Ensuring that service personnel are certified and undergo regular professional training [15]. Industry Ecosystem Development - The establishment of a dual guarantee system combining standards and a code of conduct aims to drive high-quality development in the industry. This includes: 1. Building a self-regulation mechanism that encourages companies to integrate integrity standards into their daily operations [18]. 2. Enhancing the supervision system through a three-tiered regulatory framework involving self-regulation, industry oversight, and social evaluation [19]. 3. Improving service quality by setting clear service standards and establishing benchmarks for excellent service [20]. 4. Protecting consumer rights through a comprehensive system that ensures pre-emptive regulation, ongoing supervision, and post-event accountability [21]. Future Outlook - The "Standards + Code of Conduct" model is expected to be promoted nationwide by the end of 2026, aiming to create a modern governance structure characterized by government guidance, standard support, industry self-regulation, and social oversight. The industry is encouraged to transition from scale expansion to high-quality development, contributing to improved public health [23].