1月20日，江中药业发布公告称，公司已完成工商变更登记手续并取得江西省市场监督管理局换发 的《营业执照》，拟向上海证券交易所申请将证券简称由"江中药业"变更为"华润江中"，证券代码保持 600750不变。 全面纳入华润品牌体系 公司表示，此次更名旨在强化与华润集团的品牌协同，提升品牌辨识度和市场影响力。目前，证券 简称变更尚需获得上海证券交易所批准，存在不确定性。 第二增长曲线待发力 激烈的行业竞争，让健胃消食片销售额日渐"疲乏"。该核心产品并非独家品种，国家药监局官网显 示，相关批文达56个，云南白药、修正药业、悦康药业等多家药企均有同类产品布局。同时，吗丁啉、 保和丸等功能相似的中西药进一步分流市场份额，叠加终端需求变化，江中药业的市场主导地位受到挑 战。为维持竞争力，公司近年来持续加大营销投入，2023年-2024年销售费用合计超30亿元，占营收比 例近三分之一，远超同仁堂、华润三九等同行，营销驱动增长的模式难以为继。 如今，华润系高管已经彻底入主江中药业，如何破解增长瓶颈成了最主要的问题。除了核心单品健 胃消食片，江中药业的处方类药物可能被给予"第二增长曲线"的重任。2024年全年，受部分产品集采未 ...

Core Insights - The strategic partnership between Kefu and Taobao Flash aims to transform the online pharmaceutical purchasing model and enhance self-health management solutions for consumers [1] Group 1: Partnership Overview - Kefu has over 135 years of experience in the consumer health sector and owns several well-known brands such as Tylenol and Listerine, which are trusted by consumers and professionals alike [1] - The collaboration will leverage Kefu's brand influence and Taobao Flash's platform advantages to expand consumer reach and promote scientific health management concepts [1] Group 2: Focus Areas of Collaboration - The partnership will focus on mutual user growth by integrating Taobao Flash's membership benefits and expanding the potential consumer base [1] - Kefu and Taobao Flash will enhance brand collaboration efforts to achieve sustained mutual benefits [1] Group 3: Technological Integration - Taobao Flash's "AI Find Medicine" service will provide a comprehensive solution from medication selection to purchase, supported by Kefu's extensive knowledge in disease management and medication plans [2] - Kefu will be the first brand to share API data with Taobao Flash, enabling real-time supply monitoring and improving market coverage [2] Group 4: Future Goals - The partnership aims to enhance data sharing and intelligent analysis to predict stock shortages and ensure the availability of health products [2] - Both companies are committed to providing high-quality health products and self-diagnosis services to a broader consumer base [2]