作者 张烨静 /// 集采的车轮碾过，十年增长神话褪色，如何找到新的平衡点和生长节奏？ 中药细分赛道龙头，遭遇十年首亏！ 1月27日，中国中药发布一份"罕见"的盈利预警公告。2025年度，公司预计将由盈转亏，亏损额介于3.5 亿至5亿元，净利润同比暴跌1785%至2507%。即便剔除商誉减值等因素，利润仍同比下降45%至55%， 主营业务盈利能力几近腰斩。 过去十年以来，中国中药得益于中药配方颗粒政策红利与高成长性，从未出现亏损，2017年至2021年其 营收复合年增长率更是高达22.95% 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：E药经理人 而如今这份亏损预警似乎正式宣告：中药龙头们过去的成长与估值逻辑，正在被动摇。 ▲中国中药上市以来股价走向 配方颗粒，繁华破灭 ❤️关注我，不迷路 中国中药是中药配方颗粒的"龙头老大"，自1992年起步发展，目前在等级医疗机构的覆盖率超60%，市 场占有率53%。 作为业绩"压舱石"，中药配方颗粒板块业务占中国中药总营收的近一半。但近两年，该板块业绩屡屡下 滑。2024年营业额约为69.7亿元，同比下降23.5%。2025年上半年营 ...

证券日报网讯 2月25日，红日药业在互动平台回答投资者提问时表示，关于公司补税详情请查阅指定网 站披露的《关于补缴税款的公告》；公司对中药配方颗粒等核心主业的产能与供应链投入，是基于国家 行业标准切换、市场长期需求及公司全国布局的战略性投资，旨在巩固并提升公司在核心业务领域的竞 争优势与市场占有率，为公司提供持续稳定的盈利基础。公司对外投资及内部资金运作均严格遵守国家 法律法规及上市公司监管要求，履行了必要的审批程序及信息披露义务，不存在任何非合规资金运作的 情形。 （文章来源：证券日报） ...

分红方面，佐力药业A股上市后累计派现14.42亿元。近三年，累计派现9.42亿元。 机构持仓方面，截止2025年9月30日，佐力药业十大流通股东中，创新药（159992）位居第八大流通股 东，持股685.49万股，相比上期增加28.07万股。南方中证1000ETF（512100）位居第十大流通股东，持 股641.72万股，相比上期减少5.88万股。中欧责任投资混合A（009872）退出十大流通股东之列。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 2月24日，佐力药业涨1.75%，成交额1.60亿元。两融数据显示，当日佐力药业获融资买入额1847.99万 元，融资偿还2125.40万元，融资净买入-277.40万元。截至2月24日，佐力药业融资融券余额合计5.95亿 元。 融资方面，佐力药业当日融资买入1847.99万元。当前融资余额5.92亿元，占流通市值的5.00%，融资余 额超过近一年70%分位水平，处于 ...

证券之星消息，2月23日南向资金增持26.4万股中国中药（00570.HK）。近5个交易日中，获南向资金减 持的有3天，累计净减持1560.2万股。近20个交易日中，获南向资金增持的有10天，累计净增持1971.2万 股。截至目前，南向资金持有中国中药（00570.HK）16.12亿股，占公司已发行普通股的32.0%。 中国中药控股有限公司是一家主要从事中药制造及销售的投资控股公司。该公司通过四个分部运营业 务。一方分部主要从事中药配方颗粒、中药大健康产品及中药饮片的生产及销售。天江分部主要从事中 药配方颗粒、中药饮片及中药大健康产品的生产及销售。该分部还透过其线下医疗机构提供中医药相关 的医疗保健解决方案,包括中医问诊诊断、中医理疗、中药配方颗粒处方药等产品。同济堂分部主要从 事中药配方颗粒、中药饮片及中成药的生产及销售。该分部还从事大健康产业的各种大健康产品的生产 及销售及透过线下医疗机构提供中药医疗保健解决方案。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Group 1 - Jilin Aodong's subsidiary Yanbian Pharmaceutical has obtained 10 listings for traditional Chinese medicine formula granules, bringing the total to 535, which is expected to expand the company's business and enhance its core competitiveness [1] - The Ministry of Industry and Information Technology and seven other departments issued the "Implementation Plan for High-Quality Development of Traditional Chinese Medicine Industry (2026-2030)", aiming to cultivate raw material bases and promote industrial upgrades, providing policy benefits for traditional Chinese medicine companies [1] Group 2 - As of February 12, 2026, Jilin Aodong's stock price closed at 18.81 yuan, down 0.48% for the day, with a trading volume of 180 million yuan; net outflow of main funds was 35.58 million yuan, accounting for 19.8% of total trading volume [2] - Over the past five days, the stock price has decreased by 0.69%, and technical indicators show the stock is near the lower Bollinger Band at a support level of 18.21 yuan, indicating overall performance is weaker than the industry average [2]

Group 1 - Jilin Aodong Pharmaceutical Group Co., Ltd. announced that its subsidiary, Yanbian Pharmaceutical Co., Ltd., has obtained 10 "Traditional Chinese Medicine Formula Granule Listing Filing Certificates" [2] - Jilin Aodong is focusing on the development of traditional Chinese medicine formula granules in key regions and medical institutions, primarily targeting grade A hospitals while utilizing three terminals and online platforms for clinical promotion [2] - Yanbian Pharmaceutical has completed its pre-processing workshop, extraction workshop, formulation workshop, and comprehensive R&D building, with multiple production lines passing GMP compliance checks as of January 23, 2025 [2] Group 2 - Jilin Aodong will continue to implement a "pharmaceutical health + financial capital" dual-drive strategy, enhancing the synergy between industry and finance [3] - The company aims to leverage its strong pharmaceutical industry foundation, mature product matrix, and solid market competitive advantages to establish a sustainable development base [3] - Investment returns from financial activities will be reinvested into pharmaceutical R&D, production, and industry chain upgrades, fostering a positive collaboration with the pharmaceutical sector [3]

Core Viewpoint - Jilin Aodong (000623.SZ) announced that its subsidiary, Jilin Aodong Yanbian Pharmaceutical Co., Ltd., has obtained 10 new "Traditional Chinese Medicine Formula Granule Listing Registration Certificates" [1] Group 1: Company Developments - Yanbian Pharmaceutical, as a core enterprise of the company, has significant advantages in the traditional Chinese medicine sector [1] - As of the date of the announcement, the company has accumulated a total of 535 "Traditional Chinese Medicine Formula Granule Listing Registration Certificates" [1] - The acquisition of these certificates is crucial for the company's expansion in the traditional Chinese medicine formula granule business, creating favorable conditions for sustainable development and enhancing the company's core competitiveness [1]

Core Viewpoint - Jilin Aodong (000623.SZ) announced that its subsidiary, Jilin Aodong Yanbian Pharmaceutical Co., Ltd., has obtained 10 new "Traditional Chinese Medicine Formula Granule Listing Filing Certificates" [1] Group 1: Company Developments - Yanbian Pharmaceutical, as a core enterprise of the company, has a competitive advantage in the traditional Chinese medicine sector [1] - As of the date of the announcement, the company has accumulated a total of 535 "Traditional Chinese Medicine Formula Granule Listing Filing Certificates" [1] - The acquisition of these certificates is significant for the company's expansion in the traditional Chinese medicine formula granule business, creating favorable conditions for sustainable development and enhancing core competitiveness [1]

Core Insights - Jilin Aodong (000623.SZ) announced that its subsidiary, Yanbian Pharmaceutical Co., Ltd., has obtained 10 new certificates for the listing of traditional Chinese medicine formula granules, enhancing its competitive edge in the market [1] Group 1 - Yanbian Pharmaceutical has accumulated a total of 535 certificates for traditional Chinese medicine formula granules as of the date of the announcement, which is significant for the company's expansion in this business segment [1] - The acquisition of these certificates is expected to create favorable conditions for the company's sustainable development [1] - This development further strengthens the company's core competitiveness in the traditional Chinese medicine sector [1] Group 2 - The newly obtained formula granules include: 1. Longkui formula granules 2. Tiankuizi formula granules 3. Vinegar Ai Tan formula granules 4. Caoguoren formula granules 5. Mijinyingzi formula granules 6. Cansha formula granules 7. Jiao Baizhu formula granules 8. Dahuang Tan (Medicinal Rhubarb) formula granules 9. Liushenqu formula granules 10. Sweet Leaf Stevia formula granules [2]

Core Viewpoint - Jilin Aodong announced that its subsidiary Yanbian Pharmaceutical has obtained 10 new "Traditional Chinese Medicine Formula Granule Listing Registration Certificates," which include products like Solanum Nigrum Formula Granule and Tianquizi Formula Granule. This development is significant for the company's expansion in the traditional Chinese medicine formula granule business and enhances its core competitiveness. However, product sales are subject to market environment influences, leading to uncertainty, and it is expected that there will be no major impact on performance in the short term [1]. Group 1 - Yanbian Pharmaceutical has received a total of 10 new listing registration certificates for traditional Chinese medicine formula granules [1]. - The total number of such certificates held by Yanbian Pharmaceutical has reached 535 [1]. - The new certificates are expected to significantly aid in the expansion of the company's traditional Chinese medicine formula granule business [1]. Group 2 - The company acknowledges that product sales may be affected by market conditions, introducing an element of uncertainty [1]. - It is anticipated that the recent developments will not have a substantial impact on the company's performance in the short term [1].