证券代码：002758 证券简称：浙农股份 浙农集团股份有限公司投资者关系活动记录表 编号：2025-01 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访  业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | （请文字说明其他活动内容） □其他 | | 参与单位名称及 | 全体投资者 | | 人员姓名 | | | 时间 | 年 月 日 2025 5 13 15:00-17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采 | | | 用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 总经理曾跃芳先生；副总经理、财务总监兼董事会秘书刘文琪 | | 员姓名 | 先生；独立董事郭德贵先生 1、你好，请问公司在智慧农业和乡村振兴上做了哪些工 | | | 作？取得了什么成效？ 您好！智慧农业是公司数字浙农战略中产业数字化的落地 | | | 方向，以公司下属浙农现代农业公司嘉善县"浙农耘"粮油未 | | | 来农场为例，项目聚焦粮油全产业链，通过数字化支撑和社 ...

Group 1 - The "She Health - Meituan Women's Health Public Welfare Program" was officially launched in Shanghai, focusing on creating a health management system for over 30 working women through a collaboration between government, enterprises, and medical institutions [1][3] - Beijing Tongrentang, a representative brand of traditional Chinese medicine, emphasizes the importance of liver health for women and integrates the concept of "preventive treatment" into health management, addressing modern women's health needs [3][5] - The program aims to enhance health awareness from individual to societal levels, promoting the core idea of "soothing the liver and relieving stress" [3][5] Group 2 - The collaboration with Meituan to release the "Women's Health White Paper" is a significant initiative in response to the "Healthy China" strategy, aiming to provide more precise health services through data insights and resource integration [5] - The event featured a health consultation area where experienced traditional Chinese medicine practitioners offered personalized health solutions for issues like "liver stagnation and qi deficiency" [7] - Beijing Tongrentang's mission is to make traditional Chinese medicine accessible to everyone, ensuring that every working woman can thrive with a balanced approach to health [7]

Core Viewpoint - The passing of Shi Xue Min, a prominent figure in modern acupuncture and traditional Chinese medicine, marks a significant loss for the medical community in China and globally [1][3][4] Group 1: Contributions to Medicine - Shi Xue Min was a pioneer in acupuncture, known for his innovative "Stroke Unit" therapy, which includes treatments like acupuncture and Danqi Paralysis Capsules for stroke patients [1][3] - He developed a comprehensive treatment plan for stroke that integrates acupuncture, rehabilitation training, diet, psychology, and health education, recognized as one of the top ten projects for promotion by the National Administration of Traditional Chinese Medicine [3][4] Group 2: Academic and Research Achievements - Shi Xue Min led over 43 research projects, including the National 973 Program, and received numerous awards, including one National Science and Technology Progress Award and 33 provincial and ministerial-level awards [4] - He published over 100 papers and authored more than 50 books, contributing significantly to the academic field of traditional Chinese medicine [4] Group 3: Education and Mentorship - Shi Xue Min trained nearly 500 domestic and over 80 international doctoral and master's students, significantly impacting the education of future practitioners in traditional Chinese medicine [3][4] - His unique acupuncture training classes have seen participation from over 80,000 doctors, promoting standardized practices in acupuncture [3]

在万物并秀的五月，第四届西部跨境电商博览会于成都世纪城新国际会展中心盛大启幕，这场汇聚全球 商业智慧与资源的行业盛会，吸引了来自世界各地的目光。在这场充满机遇与挑战的舞台上，四川省清 沁诗语生物科技有限公司携旗下明星产品藏金倩角璀璨亮相，不仅展现了川企的创新实力与文化自信， 更成为本届博览会中令人瞩目的焦点。 走进博览会现场，热闹非凡的氛围扑面而来，各个展位争奇斗艳，展示着前沿的产品和先进的技术。而 在泸州馆内，四川省清沁诗语生物科技有限公司的展位以独特的设计和亮眼的产品脱颖而出，瞬间吸引 了众多参展商和参观者的驻足。 藏金倩角作为入围《了不起的国货》的国潮好物代表，承载着深厚的文化底蕴与卓越的品质。该产品依 托传统中医药智慧，精选多种珍贵天然草本植物，经过现代先进工艺精心研制而成。其不仅在产品功效 上表现出色，能够为消费者提供优质的健康护理解决方案，更在文化内涵上独树一帜，将中国传统中医 药文化与现代生活需求完美结合，展现出独特的国潮魅力。自上市以来，藏金倩角凭借其出色的品质和 良好的口碑，在市场上赢得了广泛认可，成为消费者信赖的国货精品。此次亮相西部跨境电商博览会， 更是藏金倩角迈向国际市场的重要一步，彰 ...

医药行业周报 关注血透、药房等细分领域投资机遇 2025 年 05 月 12 日 ➢ 医药周观点：医药设备招投标持续复苏，重点关注血透、超声等细分领域国产替 代机遇。此外，连锁药房领域内随着中小厂商的陆续出清，龙头厂商有望借助行业加 速整合机遇迎来市占率提升。 ➢ 1）创新药：云顶新耀布地奈德肠溶胶囊获得 NMPA 完全批准，翰森制药阿美 替尼辅助适应症获批上市，建议关注国内外研发进展。2）CXO：国内需求逐步回暖， 海外需求平稳向上，且目前对关税政策免疫，看好板块龙头企业逐季度订单和报表的 持续兑现带来的估值修复，重点关注药明生物、药明康德、凯莱英和康龙化成。3） 中医药：中医药方面，后续建议关注与生育补贴息息相关的标的，例如具备儿科用药 布局的济川药业、葵花药业等。4）疫苗及血制品：持续看好静丙行业未来 3-5 年的 发展潜力，其次关注浆站数量变化及头部集中背景下吨浆利润提升驱动的行业上行周 期中潜在受益的龙头公司，重视重组人白的获批进程以及潜在的产业变革。疫苗方向 基本面整体承压但部分重点公司业绩边际改善，关注重点公司 24 年下游库存周期改 善带来的业绩拐点及 mcv4 疫苗 25 年市场拓展情况。5 ...

医药行业周报 关注血透、药房等细分领域投资机遇 2025 年 05 月 12 日 ➢ 医药周观点：医药设备招投标持续复苏，重点关注血透、超声等细分领域国产替 代机遇。此外，连锁药房领域内随着中小厂商的陆续出清，龙头厂商有望借助行业加 速整合机遇迎来市占率提升。 ➢ 1）创新药：云顶新耀布地奈德肠溶胶囊获得 NMPA 完全批准，翰森制药阿美 替尼辅助适应症获批上市，建议关注国内外研发进展。2）CXO：国内需求逐步回暖， 海外需求平稳向上，且目前对关税政策免疫，看好板块龙头企业逐季度订单和报表的 持续兑现带来的估值修复，重点关注药明生物、药明康德、凯莱英和康龙化成。3） 中医药：中医药方面，后续建议关注与生育补贴息息相关的标的，例如具备儿科用药 布局的济川药业、葵花药业等。4）疫苗及血制品：持续看好静丙行业未来 3-5 年的 发展潜力，其次关注浆站数量变化及头部集中背景下吨浆利润提升驱动的行业上行周 期中潜在受益的龙头公司，重视重组人白的获批进程以及潜在的产业变革。疫苗方向 基本面整体承压但部分重点公司业绩边际改善，关注重点公司 24 年下游库存周期改 善带来的业绩拐点及 mcv4 疫苗 25 年市场拓展情况。5 ...

Group 1: Conference Overview - The 2025 World Brand Moganshan Conference was held in Deqing, Zhejiang, focusing on the theme of "openness, cooperation, and win-win" to promote Chinese brands globally [1] - The conference highlighted the importance of traditional Chinese medicine (TCM) as a key to unlocking Chinese civilization and emphasized the supportive policies for the TCM industry since the 18th National Congress of the Communist Party [1] Group 2: Company Profile - Yiling Health, a subsidiary of Yiling Pharmaceutical, is dedicated to the health industry and embodies the cultural heritage of TCM while driving innovation [2] - The company has established a comprehensive health management system that integrates medicine, health, and wellness, emphasizing the shift from treatment to prevention [2] Group 3: Product Development - Yiling Health has developed a series of products based on the "Eight Principles of TCM Health Preservation," which include "Tongluo," "Yangjing," "Dongxing," and "Jingshen" [3][4][5] - The company has launched various health products, such as the "Tongluo Six Immortals" series, which addresses chronic diseases and promotes overall wellness [3] Group 4: Innovative Beverage Products - Yiling Health's herbal beverages, such as "Yimeng" and "Jinliwang," have gained popularity, becoming the sponsored drinks at the Moganshan Conference [6][8] - These beverages utilize TCM ingredients to address health concerns like blood sugar and sleep quality, aligning with consumer trends towards natural foods [6][8] Group 5: Market Strategy and Expansion - The company is leveraging the global health consumption upgrade to create a cooperative ecosystem, collaborating with various industries to expand its market reach [9] - Yiling Health aims to enhance its brand presence through a comprehensive online and offline operational matrix, targeting over 100 billion online exposures and gaining over 500,000 new users by 2023-2024 [10]

本文转载自海报新闻 莫干山下，华章再启，中国向世界讲述品牌故事。 5月9日至11日，以"品牌，让世界更美好"为主旨，2025世界品牌莫干山大会在浙江省德清县举行。本届大会由新华社品牌工作办公室、中国国家品牌网等联合主办，是510中国品 牌日期间全球规模最大的品牌盛会之一，吸引全球超4000名政商学界领袖、行业标杆企业代表及权威机构参与。 在这一方为世界搭建共享机遇、共同发展、互利共赢的中国舞台上，中医药抗衰老最新科研成果--八子补肾天然抗衰老产品的精彩亮相，吸引了众多目光。其在创新研发上的重大 突破，体现出中医药走向世界、助力人类健康事业的重要价值。 2025年4月，法国索邦大学 Guido Kroemer、Carlos López-Otín 等人在国际顶尖学术期刊《Cell》上发表综述论文，在此前提出的衰老有十二大生物学标志物的基础上，新增了细胞 外基质变化和心理-社会隔离，将衰老标志物扩展为十四个。 从西方科学视角来看，十四大衰老标志物涵盖了从细胞分子层面到心理社会层面的诸多因素，每一个标志物都如同精密仪器中的一个齿轮，相互关联、相互影响。 而中医药在抗衰老领域也有着独到的智慧和实践。其中，在中医气络学说 ...

Core Insights - The article emphasizes the growing global recognition of Traditional Chinese Medicine (TCM) and its integration into modern health needs, showcasing the potential of TCM as a strategic resource in the global health industry [1][8] - Yiling Health is leveraging TCM culture and innovative product development to meet contemporary health demands, particularly through its unique product offerings and operational strategies [7][8] Group 1: TCM Cultural Integration - Yiling Health is deeply rooted in TCM culture and aims to merge traditional wisdom with modern health requirements, as demonstrated at the 2025 World Brand Moganshan Conference [1] - The company promotes the TCM preventive health concept of "treating before illness" and emphasizes the holistic approach of TCM, which addresses modern health challenges [1][2] Group 2: Product Development and Innovation - Yiling Health has developed a diverse product matrix based on the "Tongluo Health Eight Principles," which combines TCM wisdom with modern life sciences, focusing on circulation, nutrition, exercise, and mental health [2][3] - The company has created over a hundred product concepts and formulations targeting 18 common health scenarios, showcasing its strong R&D capabilities [3] Group 3: Market Trends and Consumer Demand - The rise of herbal health and the concept of "food as medicine" are becoming mainstream, with products like Yiling Health's plant-based beverages gaining popularity among health-conscious consumers [4][6] - The company's flagship products, Yimeng and Jinliwang, have achieved significant sales milestones, with Yimeng surpassing 100 million in sales in its first year [6] Group 4: Operational Strategies - Yiling Health has established a comprehensive operational system that includes online and offline sales strategies, collaborating with major e-commerce platforms and leveraging social media for brand exposure [7] - The company has successfully integrated technology and innovation into its operations, resulting in over 10 billion online exposures and the acquisition of more than 500,000 new users in 2023-2024 [7] Group 5: Future Outlook - Yiling Health aims to continue exploring the depths of TCM culture while innovating its products and services, contributing to the promotion of Chinese brands and TCM culture on a global scale [8]

智通财经5月10日电，中国中医科学院10日在京召开中医药交叉学科和智能科学大会，发布中医药大模 型评测标准《面向行业的大规模预训练模型技术和应用评估方法 第12部分：中医药大模型》等多项成 果。在会上了解到，这一标准首次构建了中医药领域大模型量化评估体系。根据这一标准，中医药大模 型评估聚焦技术和应用能力两方面，标准主要覆盖场景丰富度、能力支持度、应用成熟度三大能力域， 13个能力子域，30余个能力项。三大能力域主要关注中医药大模型应用场景的覆盖广度、中医药大模型 的全流程技术能力、中医药大模型在实际应用中的服务质量及效果。 (新华社) 中国中医科学院发布中医药大模型评测标准 ...