据《智通财经》2月5日消息，工信部等八部门印发《中药工业高质量发展实施方案（2026—2030 年）》，到2030年，中药工业全产业链协同发展体系初步形成，重点中药原料持续稳定供应能力进一步 增强，数智化、绿色化水平明显提升，一批关键技术取得突破，产业协同创新水平显著提高。发展质量 明显提高，中药工业规模效益稳步提升，产业集约化程度明显提高，质量管理水平显著提升，培育一批 引领带动能力突出的中药工业领航企业，培育60个高标准中药原料生产基地。协同体系更加健全，中药 材种植加工、中药研发生产、流通服务等上下游各环节协同更加紧密，建设5个中药工业守正创新中 心。创新产品持续涌现，推动一批中药创新药获批上市，新培育10个中成药大品种，推动一批医疗机构 中药制剂转化为中药创新药。数智化、绿色化转型升级取得突破，制修订10项中药工业数智技术相关行 业标准，推动建设一批数智化创新载体和公共服务平台，支持企业开展数智化改造提升，发布20个数智 化转型升级典型案例，建设20个智能工厂、培育10个绿色工厂。 市场相关领域梳理 中药创新药与中药改良型新药：政策鼓励利用现代科学技术和传统中医药研究方法，开展中药药效物质 基础及作用 ...

Investment Rating - The industry investment rating is "Overweight" (maintained) [5] Core Insights - The report highlights the recent policy issued by the Ningxia Hui Autonomous Region government aimed at enhancing the regulatory framework for pharmaceuticals and medical devices, which is expected to promote high-quality development in the pharmaceutical industry [5] - The policy emphasizes support for the entire chain of traditional Chinese medicine (TCM) innovation, particularly focusing on the protection and development of local resources such as goji berries and licorice, which will benefit local TCM enterprises [6] - The report suggests that the policy will significantly improve the efficiency of product approvals for innovative drugs and medical devices, with specific measures to shorten approval timelines [6] - The report recommends focusing on companies with existing operations in Ningxia, especially those involved in the deep processing of local TCM resources, as well as innovative drug and medical device developers [6] Summary by Sections Recent Industry Performance - The industry has shown relative returns of -4.75% over the past month, -17.32% over the past three months, and -7.19% over the past year compared to the CSI 300 index [3] Policy Impact - The Ningxia policy includes measures to enhance the approval process for innovative drugs and medical devices, reducing the approval time for medical device production licenses from 30 to 20 working days and for second-class medical device renewals from 60 to 50 working days [6] - The policy encourages collaboration among local enterprises, universities, research institutions, and medical organizations to foster innovation in drug and medical device development [6] Investment Recommendations - The report advises investors to pay attention to companies that have a strong presence in Ningxia, particularly those involved in the development of local TCM resources, as well as those engaged in innovative drug and medical device research [6] - Specific companies mentioned for potential investment include Tongrentang, Dong'e Ejiao, Mindray Medical, Jiuzhoutong, and Tigermed [6]