"孩子们，这就是蒸球化皮机，它的发明大大提升了熬胶效率……"夏日，东阿阿胶（000423）产业园区 的阿胶探秘长廊里，一群小学生正在讲解员引领下开展研学之旅，小眼睛里充满了好奇。 "叔叔阿姨，您知道阿胶的传统制作技艺有多少道工序吗？"另一边，一群银发长者正沿着参观步道进入 阿胶世界体验工厂，隔着玻璃可以看到阿胶、阿胶糕、复方阿胶浆等产品的生产过程。长廊中弥漫着浓 浓的胶香、枣香与中草药香味。 阿胶，中药瑰宝，滋补养生——不少消费者有这样的总体印象。但阿胶从何而来？一味中药如何拉动多 元产业？古老药材如何走进年轻消费者中间？日前，记者跟随国务院国资委新闻中心"走进新国企"采访 活动，走进东阿阿胶股份有限公司，感受老字号向新跃动的活力。 阿胶怎么吃？在较为费时耗力的熬胶之外，还能有创新解法吗？近年来，东阿阿胶推出"小金条"东阿阿 胶速溶粉，可以冲泡饮品、拌酸奶，满足年轻消费者随时随地"撒个胶"的需求。此外，与奈雪的茶联名 推出阿胶奶茶；推出即食饮品"锦上花"滋补生活茶；与迪士尼推出白雪公主联名套装……这让消费者看 到了阿胶的多种样态，也让人感叹"阿胶做出了国潮范儿"。 "产品即食化是通过技术创新来满足消费需求，实 ...

Core Insights - The company is transforming its traditional manufacturing processes through smart manufacturing and AI technology, enhancing efficiency and product quality [1][2] - Financial performance shows significant growth, with revenue increasing from 3.849 billion to 5.921 billion and net profit rising from 440 million to 1.557 billion from 2021 to 2024 [1] - The company is focusing on digital transformation of its supply chain, which has led to an increase in gross margin from 47.57% in 2019 to 72.42% in 2024 [2] Digital Transformation and Product Development - The company is implementing AI-driven quality control and IoT-based environmental monitoring to enhance manufacturing capabilities [2] - New product lines such as "Peach Blossom Princess" and "Dong'e Ejiao Little Gold Bar" are expanding market reach and catering to consumer preferences [2] - The company is targeting the male health market, developing products like Ejiao and Cistanche raw liquid to create a comprehensive product matrix [2][3] Future Strategy and R&D Focus - The company plans to integrate primary, secondary, and tertiary industries to enhance resource supply, product innovation, and cultural tourism [3] - Five key R&D areas have been identified: innovation in gelatin-based medicines, major variety cultivation, new drug development, health consumer product development, and leading the donkey industry [3] - Increased investment in R&D and the establishment of a high-standard innovation system are priorities to enhance core competitiveness [3]

Group 1 - The 21st China (Shenzhen) International Cultural Industries Fair opened with a focus on "Innovation Leading Trends, Creativity Illuminating Life" [1] - The Shandong exhibition area featured six major sections showcasing nearly 100 enterprises and over 2,000 products, highlighting the integration of culture and technology [1] - The Shandong exhibition emphasized digital technology's role in enhancing the film industry's productivity, showcasing key film bases and new business models [3] Group 2 - The Shandong exhibition included a "virtual film studio" where visitors could participate in filming experiences, demonstrating advancements in film production technology [2] - Innovative health technology was showcased, including an AI health assessment mirror and a robot for personalized SPA treatments, reflecting the application of technology in cultural consumption [4][6] - The "Good Guest Shandong · Qilu No. 1" tourism train was presented as an immersive cultural experience, allowing visitors to explore Shandong's attractions interactively [7]

证券代码：000423 证券简称：东阿阿胶 公告编号：2025-32 东阿阿胶股份有限公司 关于第一期限制性股票激励计划内幕信息知情人 东阿阿胶股份有限公司（以下简称"公司"）于 2023 年 12 月 31 日召开第 十届董事会第二十二次会议，审议通过《关于第一期限制性股票激励计划（草案） 及其摘要的议案》等议案，并于 2024 年 1 月 3 日作出首次公开披露。 根据《上市公司股权激励管理办法》（以下简称《管理办法》）、《深圳证 券交易所上市公司自律监管指南第 1 号——业务办理》（以下简称《自律监管指 南》）等法律、法规和规范性文件的相关规定，公司通过向中国证券登记结算有 限责任公司深圳分公司（以下简称"中国结算深圳分公司"）查询了本次激励计 划内幕信息知情人及激励对象在本次激励计划草案公开披露前 6 个月内（即 情况如下： 一、核查的范围与程序 对象"）。 及激励对象买卖公司股票情况的自查报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 行了查询确认，并由中国结算深圳分公司出具了《信息披露义务人持股及股份变 更查询证明》和《股东股份变更明细清单》 ...

"好品山东"入湾 区，2025港澳山 东周诚邀您共品 齐鲁风味_南方 +_南方plus 山东，中国农业 大省，坐拥黄河 与海洋的双重馈 赠，孕育出"粮 棉油之库、水果 水产之乡"的丰 饶物产。 5月21日上午， 由山东省委统战 部、山东省委港 澳工作办公室、 山东省农业农村 厅等联合主办的 山东农食产品香 港分销供应链基 地建设签约暨鲁 港直通车启动仪 式（以下简 称"活动"）将在 香港举行，以进 一步推动鲁港农 食产业合作迈向 新高度，为"好 品山东"国际化 注入强劲动能。 近年来，山东以 乡村振兴为引 领，打造"好品 山东"品牌矩 阵，大力实施农 业品牌提升行 动，着力推动乡 村富民产业高质 量发展，推动特 色农业标准化、 产业化、国际 化。培育省知名 农产品区域公用 品牌108个，其 中21个品牌入选 国家农业品牌精 品培育计划，数 量位居全国首 位。今年，24个 农业品牌纳 入"好品山东"品 牌名单，总数累 计达到171个， 初步构建起"好 品山东+区域公 用品牌+企业产 品品牌"体系。 市级抓区域公用 品牌培育，16市 分别打造了"泉 水人家""青岛农 品""产自临 沂"等区域品 牌。县级抓单品 类 ...

面对种种亚健康问题的困扰，越来越多人们主动加入到养身健康的行列中，这也催生了一个新的千亿市场。 在喧嚣的电商直播的中，一个主打中式滋补的年轻品牌"喜纯"完成了令人惊叹的逆袭：具体创立时间不详，2024年开始入驻抖音电商，在抖音开店60天， 月销售额就突破1000万。在2024年"双11"抖音滋补保健宝藏店铺榜单中，养能健、唔咔实验室、喜纯位列前三。2025年3月，品牌销售额过亿，在抖音电 商医药保健赛道排名第6，相比去年同期增长300多倍。 成交画像显示，品牌81%为女性用户，24-30岁人群占比最高（38%），18-23岁、31-40岁用户各自占比33%和26%。这些用户多分布在一二线城市，比如 北京、上海、苏州、成都等地。 细究喜纯在抖音的增长路径，卡思总结了三个要素： 第一，功效。 行业报告显示，2023年中国药食同源行业市场规模达到372.63亿元，2025年将继续维持稳定增长势头，预计2028年市场规模将突破1362.5亿元。 近期，卡思观察到，中式养生赛道，又跑出了一个新消费品牌。 新进入这一赛道的品牌往往会选择在新流量平台度过冷启动和成长期，卡思观测到一个黑马选手——喜纯。该品牌专注于中式滋补产 ...

5月13日，"新质山东品筑未来"2025年山东最具影响力品牌暨《山东企业ESG行动指南》发布活动在济南举行，齐鲁晚报.齐鲁壹点首席 专家、壹点智库秘书长吕冰发布《2024-2025山东品牌影响力报告》(以下简称《报告》)。 《报告》基于大数据分析，系统评估了山东品牌发展现状，涵盖案例解析、全景扫描、区域综合INC指数、行业洞察、模型应用及提升 建议六大板块，为区域品牌建设提供了科学依据和实践指导。 报告通过对山东省22个行业进行全景监测，分析了各行业的品牌传播态势。结果显示，教育、文化类品牌凭借其公共属性和故事性优 势，在传播效果上遥遥领先；本科院校、家居装饰机构、专科院校因信息披露刚需，官网呈现度均达到"提升级"水平；民宿酒店行业的 破圈能力虽然受限于传播广度，但优质口碑助其实现了从美誉度到传播力的有效转化。 在典型案例解析部分，报告重点解读了"《黑神话：悟空》推动灵岩寺传播"和"2024淄博烧烤从网红到长红"两大年度现象级案例。数据 显示，游戏场景植入带动灵岩寺INC指数显著提升，社交平台传播则实现了淄博烧烤从短期爆红到持续热度的转变。这两个案例的成功 经验，为后续行业分析提供了生动的实践参照。 在区域品 ...

Core Insights - The female health food industry is a niche market designed to meet the specific physiological stages, nutritional needs, and health issues of women, with products optimized through functional ingredients or nutritional formulations to help maintain health, prevent diseases, or improve sub-health conditions [1][2][5] Market Overview - The "her economy" in China is projected to reach a total consumption scale of 12 trillion yuan in 2024 and approximately 15 trillion yuan by 2025, indicating strong growth momentum [5] - The female health food market in China has shown rapid growth, with a market size of approximately 237.9 billion yuan in 2022, expected to reach about 277.8 billion yuan by 2024, and is anticipated to exceed 300 billion yuan by 2025 [9] Industry Definition and Classification - The female health food industry is categorized based on physiological stages (e.g., menstruation, pregnancy, menopause), functional demands (e.g., beauty and anti-aging, metabolic management, emotional and sleep support, bone health), product forms (e.g., traditional forms, modern functional foods, beverages), and ingredient characteristics (e.g., natural traditional tonics, scientifically formulated, functional additives) [2][3] Current Development Status - The rise of the "her economy" has led to increased health awareness among women, with nearly 75% of household consumption decisions being made by women, showcasing their independent and rational consumption attitudes [7] - 65% of female consumers believe that specific ingredients in health foods can improve health through dietary supplementation, while 62% feel that emotional needs can also be met through health foods [7] Industry Chain Structure - The upstream of the female health food industry includes raw materials such as vitamins, protein sources, plant extracts, probiotics, collagen, and packaging materials; the midstream involves production and processing; and the downstream consists of sales channels, including e-commerce platforms and offline retail [11] Competitive Landscape - The market is experiencing explosive growth driven by the rising social status and health awareness of women, with significant growth in menstrual management, ovarian care, and anti-aging segments [17] - Key players in the menstrual management segment include companies like Laiwu Wanxing Fruit and Vegetable Food Processing Co., Ltd. and Shandong Wanxing Food Co., Ltd. [17] Future Trends - The female health food market is expected to continue its growth trajectory, driven by the diversification of consumer demands and the shift towards more refined and natural product innovations [20]

股票代码：000423 股票简称：东阿阿胶 东阿阿胶股份有限公司投资者关系活动记录表 公司实施阶段性授信清零的管理策略，年初结合战略客户合作规 模等维度，系统性评估核定战略授信的支持力度。2025 年一季度，额 度内使用授信发货，形成应收账款较年初有所增加。同时，部分跨期银 行承兑汇票未到期，以及加大驴皮原料及中药材等战略物资储备，采购 资金支出增加，从而影响经营活动现金水平。 七、关于复方阿胶浆医保占比 目前，复方阿胶浆医保支付占一定体量，其中统筹支付比例较小。 未来，复方阿胶浆将持续深化大品种战略落地落实，保持稳健可持 续增长态势。 编号：2025-02 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者 | □媒体采访 √业绩说明会 | | 关系活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 参与单位名称 | 瑞银证券、开源证券、华创证券等券商分析师及广大投资者朋友 | | 及人员姓名 | | | 时间 | 2025 年 4 月 29 日 | | 地点 | 公司会议室 | | 上市公司 | 董事、总裁 孙金妮 | | 接待人员姓名 | 董事、 ...

Core Insights - Dong-E E-Jiao achieved strong performance in Q1 2025, with revenue of 1.719 billion yuan, a year-on-year increase of 18.24%, and a net profit of 425 million yuan, up 20.25% [1][2] - The company continues to implement a dual-driven strategy of "pharmaceuticals + health consumer products," contributing to its robust growth [2][3] - The gross profit margin improved significantly from 47.57% in 2019 to 73.63% in Q1 2025, driven by digital supply chain upgrades and a focus on high-margin products [1][2] Financial Performance - In Q1 2025, the company reported a net profit of 425 million yuan, with a non-recurring net profit of 416 million yuan, reflecting a growth of 26.69% [2] - Compared to Q4 2024, revenue increased by 7.98% and net profit grew by 4.93% [2] - The sales expense ratio decreased by 2.6 percentage points to 36.26%, while the management expense ratio stood at 5.04%, indicating effective cost control [2] Product Development - Dong-E E-Jiao is expanding into the men's health supplement market, introducing products like brain and kidney tonics, and has plans for further innovation [3] - The company continues to lead the OTC market with its core product, Dong-E E-Jiao blocks, and has seen strong sales in innovative products like instant dissolvable E-Jiao powder and ready-to-eat freeze-dried E-Jiao series [2][3] Strategic Moves - The company is divesting its 15% stake in China National Pharmaceutical Group Jinan, indicating a strategic focus on its core business of E-Jiao and related products [3] - Dong-E E-Jiao aims to solidify its position as the leading brand in health supplements by concentrating resources on its main business [3] Research and Development - Over the past five years, Dong-E E-Jiao has invested 787 million yuan in R&D, with annual expenditures showing a consistent commitment to innovation [4][5] - The company has established a collaborative innovation platform, focusing on developing high-quality health products and traditional Chinese medicine [5]