大健康产业是关乎民生福祉、承载经济转型希望的新兴产业,也是聊城市重点打造的4条标志性产业链之 一。2025年以来,全市以《聊城市大健康产业发展规划(2024—2028年)》为蓝图,聚焦医药制品、健康食 品、医疗器械三大领域,将品牌建设作为核心引擎,着力推动产业链从"单点突破"向"集群协同"升级,从"传 统制造"向"高端智造"跨越。 目前,全市大健康产业链规上企业达52家,2025年实现产值114.5亿元,同比增长9.8%；营业收入102.7亿元, 同比增长6.2%；利润总额20.3亿元,同比增长13.2%,呈现出稳健向上的发展态势。特别值得一提的是,东 阿阿胶（000423）、冠县灵芝产业集群先后入选省级医养健康特色产业集群；全市大健康产业集群入选 省"十强产业"雁阵形产业集群储备库；聊城市参与联合申报的沿黄中医药产业集群入选省"十强产业"支 柱型雁阵集群,品牌赋能的叠加效应持续释放。 聊城市卫生健康委员会举行"品牌赋能大健康产业高质量融合发展"主题发布会,聊城市计划生育协会副 会长、大健康产业链专班办公室主任纪浩晴介绍了聊城市大健康产业链发展的有关情况。 陶春燕 聊城报道 构建品牌矩阵 筑牢产业发展"金招牌 ...

要闻 应急管理部部署节后返程和复产复工安全防范工作 据新华社报道，应急管理部2月22日召开春节假期视频调度会，分析当前安全形势，调度部署烟花爆竹等重点领域隐患排查整 治、节后返程和复产复工安全防范等重点工作。会议要求，各地抽调力量下沉一线，对所有烟花爆竹经营点进行"拉网式"排 查，会同相关部门加大整治力度，坚决打击违规制售烟花、售卖改装套件等行为；强化道路、水上、民航、铁路等安全监管和 管控疏导，确保群众返程安全；督促各类企业上好"开工安全第一课"，达不到安全要求不能开工。 江淮江南等地将迎大范围降雨 新疆北部等地多降雪 科技 研究发现肥胖显著增加感染重症风险 据新华社报道，一项由芬兰、英国等国研究人员合作开展的研究发现，肥胖会显著增加因常见感染而住院甚至死亡的风险。该 研究覆盖芬兰和英国超过54万人，平均随访时间为13至14年。研究以体质量指数（BMI）衡量肥胖程度，结果显示，与正常体 重人群相比，肥胖人群因感染性疾病住院或死亡的风险高出约70%。随着体重增加，这一风险呈上升趋势，重度肥胖人群这一 风险约为正常体重人群的3倍。研究人员解释说，肥胖似乎会削弱免疫系统应对感染的能力，从而增加常见感染发展为重症的 ...

今年春节期间，健康消费已成为越来越多人的选择。从"囤年货"到"囤健康"，蓬勃兴起的健康消费热潮 呈现出中国经济的旺盛活力。 在永辉超市北京丰科万达店，有机粮油、生态猪肉、低GI（血糖生成指数）零食等特色产品摆放在显 著位置，吸引不少消费者驻足选购。永辉超市CEO王守诚告诉记者："过去，年货消费主要是米面粮 油、烟酒糖茶；如今，消费者更倾向于选择具备健康属性的商品作为新年礼物。针对这一趋势，永辉超 市打造全场景健康年货体系，推出有机蔬菜、生态土猪、'吊水'水产等优质生鲜产品，以及有机山茶 油、燕窝粥、花胶、猴菇饼干等健康滋养礼盒，精准对接市民送长辈、送健康的消费需求。" 调研同时显示，83.6%的消费者会为长辈挑选食品礼盒，食品礼盒市场迎来"健康回归"。苏州稻香村食 品集团股份有限公司总裁周立源在接受记者采访时表示，消费者对糕点的需求从单纯口味满足，升级为 营养与口感的多元追求，低糖、低脂、采用天然配料的产品持续走俏，其中低糖糕点细分市场增速远超 行业平均增速。在节日礼品场景中，适配全年龄段、契合健康送礼理念的低糖礼盒，需求呈现爆发式增 长。公司在传统糕点全面降糖降脂的基础上，推出更多融合低糖健康与"药食同源" ...

Core Viewpoint - The acquisition and evolution of the direct selling license by Dong'e Ejiao reflect not only the strategic choices of a single enterprise but also the profound changes in the industry from institutional arbitrage to value return over the past decade [1]. Group 1: Institutional Foundation - The issuance of the direct selling management regulations in 2005 marked the beginning of the legal framework for the direct selling industry in China, distinguishing between legal direct selling and illegal pyramid schemes [3]. - Dong'e Ejiao's direct selling license approval in 2015 occurred during a critical transition period for the industry, characterized by a shift from chaotic growth to regulated operations [3]. - The rigorous qualification process for obtaining a direct selling license underscores its significance as a testament to a company's brand reputation, product quality, and management system [3]. Group 2: Strategic Choices - Dong'e Ejiao entered the direct selling sector due to its need to diversify sales channels, as it faced a decline in revenue from traditional distribution methods [6]. - The direct selling model aligns well with the characteristics of Dong'e Ejiao's products, which require in-depth explanation and have clear repurchase cycles, making it suitable for face-to-face health consultations [6]. - The direct selling approach allows Dong'e Ejiao to enhance profitability while providing consumers with more accessible pricing, thus creating a win-win situation [6]. Group 3: Endowment Support - Dong'e Ejiao's unique brand heritage and ongoing technological innovation are key factors that enable its success in the direct selling arena [7]. - The company has established significant assets, including a national engineering research center and participation in the formulation of national pharmacopoeia standards, which bolster its confidence in entering the direct selling market [7]. - Dong'e Ejiao's strategic shift towards technology-driven growth has led to increased R&D investment, reaching 210 million yuan in 2024, a 27.63% increase year-on-year [7]. Group 4: Industry Changes - Over the past decade, the direct selling industry in China has transitioned from a focus on license acquisition to a more rational return to the essence of the industry [11]. - The industry has seen a decline in growth rates, with 13 licensed companies suspending or abandoning their direct selling operations between 2023 and 2024 [11]. - The future of direct selling is expected to evolve into a model centered on technology empowerment and community interaction, emphasizing the importance of creating irreplaceable customer value [11]. Group 5: Rational Examination - Despite obtaining the direct selling license, Dong'e Ejiao has not rapidly expanded its direct selling business, reflecting a cautious approach influenced by various external factors [14]. - The company recognizes the dual-edged nature of the direct selling model and has chosen to prioritize brand reputation over immediate sales growth [14]. - The strategic value of the direct selling license lies in its potential to facilitate deeper consumer engagement and future business innovations, particularly in the context of increasing health awareness [15]. Conclusion - The ten-year journey of Dong'e Ejiao's direct selling license represents a significant period of maturation for the Chinese direct selling industry and highlights the balance between institutional benefits and corporate endowments [17]. - The direct selling license serves as a baseline for compliant operations, a testament to brand credibility, and a reflection of the industry's return to value [17].

春节将至，年货采购进入高峰期。今年消费市场呈现一个鲜明趋势，"健康"贯穿送礼、自用、家庭储备核心主线。美团医药健康数据显示，今年春节，健 康消费已成老中青三代人的共同选择。总体来看，各年龄段人均健康消费金额同比均有所提升，其中95后已成为健康品消费主力，30-35岁用户占比接近 三成。 美团买药：健康品是春节前夕增速最快的热销品类之一 从热销品类来看，健康品仍然是春节前夕增速最快的品类之一。自"腊八"以来，美团买药平台上阿胶订单量环比增长近4倍，连续多年稳居春节健康品"顶 流"。此外，蛋白粉订单量环比增长118%，氨糖软骨素环比增长近80%，复方阿胶浆、碳酸钙维D3元素片等产品订单量增速也超过50%。 年轻消费力量加速涌入健康市场。春节前后聚会应酬增多，酒水消费迎来高峰，带动解酒护肝类产品需求显著上升。美团买药数据显示，夜间9点-11点为 解酒药下单高峰。在解酒护肝产品的整体用户中，20-25岁的00后群体交易增幅达43%，居各年龄段之首，折射出年轻一代社交、保养两不误的"朋克养 生"心态。 从地域分布来看，健康消费呈现"核心城市引领、区域中心提速"的鲜明特征。美团买药数据显示，上海、广州、成都稳居健康品订单 ...

Core Viewpoint - Dong'e Ejiao has announced a significant investment of 1.485 billion yuan to build a health consumer goods industrial park in Shandong Province, marking one of its largest single investments in recent years and a key step in its "pharmaceutical + health consumer goods" dual-drive strategy [2][5]. Investment Details - The project will cover an area of 406,800 square meters, with a construction area of 151,100 square meters [6]. - Out of the total investment of 1.485 billion yuan, 1.421 billion yuan will be allocated to fixed asset investment, while 64 million yuan will be for working capital. The funding will come entirely from the company's own resources, with a construction period of 22 months [8]. Strategic Focus - The new industrial park aims to produce health consumer goods such as medicinal food, health supplements, and functional foods, including products like Ejiao cake, Ejiao dates, and Ejiao powder. It will also feature a comprehensive warehouse and e-commerce center, along with a quality inspection incubation center [8]. - The company has reported a revenue of 4.766 billion yuan for the first three quarters of 2025, a year-on-year increase of 4.41%, and a net profit of 1.274 billion yuan, up 10.53% year-on-year. As of the end of the third quarter of 2025, the company had cash reserves of 5.562 billion yuan [8]. Market Challenges - The company faces significant challenges related to the scarcity of its core raw material, donkey hide, which is crucial for its products. The decreasing availability of this resource poses a risk to the company's growth and expansion plans [9]. - To address this "raw material anxiety," the company is focusing on increasing the utilization and added value of its raw materials by extending into health consumer goods. This strategy includes developing deep-processed products that reduce reliance on single raw materials and enhance overall profit margins [10]. Competitive Landscape - The health consumer goods market is highly competitive, with many established players, making it more complex than the traditional pharmaceutical market where Dong'e Ejiao holds a dominant position. The company recognizes the importance of channel development and research, as indicated by the inclusion of an e-commerce center and a new product incubation center in the new park [10].

【导读】超5万个中成药批准文号面临合规大考，头部企业已提前布局，产业集中度加速提升 "公司主要中药品种的说明书均已修订完善，并完成了再注册。"2026年2月5日，桂林三金（002275）在投资者关系平台上如此回复投资者关切的询问。就 在前一天，以岭药业（002603）也明确表示，公司17个专利中药新药的说明书"三项均有明确表述，符合相关规定。" "截至2025年末，公司原有的104个生产批文已全部完成药品再注册，核心产品龟龄集的说明书也已修订获批，明确表示不存在因新规退市的风险。"广誉 远（600771）也在互动平台回答投资者提问时表示。 国家药监局2023年发布的《中药注册管理专门规定》第七十五条要求：2026年7月1日起，中药说明书【不良反应】【禁忌】【注意事项】中任何一项仍标 注"尚不明确"的，将不予再注册。 大批中成药将退市？存在"误读" "大批中成药将退出市场"的相关话题一度登上热搜，A股投资者也密集在互动平台发问，关心"三年窗口期"即将关闭，是否会影响相关公司的药品销售。 东阿阿胶（000423）也告诉记者，复方阿胶浆（有糖/无糖），已于2025年进行说明书安全性信息修订，并于2026年1月7日正 ...

构建体系化的研发矩阵。不久前，随着石碧院士、陈卫院士双院士工作站落地东阿阿胶，一场围绕阿胶 的现代科学解析加速展开。从阿胶原料的标准化研究到大健康领域的深度研究，传统中药的密码，正被 一步步破译。这不仅是两个院士工作站的落地，更是一个立体化创新体系逐渐成型的缩影——东阿阿胶 将其称为"一中心三高地+N联合"研发创新体系。以获批的国家胶类中药工程技术研究中心为核心，打 造"原料涵养研发高地"、"滋补中药研发高地"、"健康消费品研发高地"。同时，与中国农业大学、四川 大学、江南大学、中国科学院大连化学物理研究所等超过40所高校和科研院所展开深度合作，形成了强 大的创新网络。 中医药学是中华民族的伟大创造，是中国古代科学的瑰宝。推动中医药传承创新发展，是时代赋予的命 题。国务院办公厅印发的《关于提升中药质量促进中医药产业高质量发展的意见》明确提出，要加快推 进中药产业转型升级。 面对新的发展要求，传统中药企业如何破局而立，向"新"而行? 以东阿阿胶股份有限公司(以下简称"东阿阿胶")为代表的一批老字号企业，正以生动的实践作答。根据 东阿阿胶年报，其营业收入从2021年的38.49亿元稳健增长至2024年的59.21 ...

在新消费现代化浪潮中，东阿阿胶（000423.SH）正以科技创新为突破口，重塑阿胶产业的竞争力边 界。2025年，这家百年药企通过系统性强化研发体系，在理论创新、平台建设、机制改革等领域取得突 破性进展，不仅主导修订《中国药典》阿胶饮片标准，更在国际权威期刊发表道地阿胶补血活性肽等原 创成果，为产品升级与市场拓展注入强劲动能。 从气血理论的科学阐释到复方阿胶浆循证医学研究的国际认可，从双院士工作站的突破到15款健康消费 品的上市，东阿阿胶正以"科技+品牌"双轮驱动，推动传统滋补产业向智慧化、国际化迈进，为投资者 与行业呈现一份高质量发展的"东阿样本"。 东阿阿胶的这场战略变革始于三年多前，当时，公司积极响应"健康中国"战略，在华润集团"1246"模式 指引下，提出并落地"1238"战略，实施了一系列大刀阔斧的重塑革新，确定了药品与健康消费品"双轮 驱动"的业务增长模式。 在平台建设上，东阿阿胶以"一中心 三高地+N联合"模式打造产业创新引擎。该体系得到了进一步深 化："一中心"即国家胶类中药工程技术研究中心作为核心平台，年内取得多项标志性成果：率先发现道 地阿胶补血活性肽并建立专属检测方法，相关论文登上《Co ...

Core Viewpoint - The company is focusing on technological innovation as a key driver for high-quality development, integrating traditional wisdom with modern technology to enhance its role in the health industry and contribute to national health strategies [1][2][9]. Group 1: Technological Innovation Strategy - The company has upgraded its research and development model from "point breakthroughs" to "system reconstruction," emphasizing a comprehensive approach to innovation [1]. - The implementation of the "1+3+N" R&D innovation strategy aims to establish a robust innovation ecosystem, including a national engineering technology research center and partnerships with various universities [4][5]. - The establishment of two academic workstations with renowned academicians signifies a commitment to advancing research capabilities and addressing key technological challenges in the industry [6][7]. Group 2: Business Growth Model - The company has adopted a "dual-wheel drive" business growth model, focusing on both pharmaceuticals and health consumer products to become a trusted leader in health supplements [2]. - The "1246" model introduced by the parent group has guided significant restructuring efforts to enhance operational efficiency and market reach [2]. Group 3: Collaborative Research and Development - Collaborations with institutions like China Agricultural University and Jiangnan University aim to create high-value research hubs for raw materials and health consumer products [4][5]. - The integration of academic resources and research capabilities through the "N Union" initiative is designed to fill gaps in the existing innovation framework and foster collaborative projects [5]. Group 4: Community and Economic Impact - The establishment of academic workstations is expected to attract high-level talent, optimize regional talent structures, and drive economic growth through innovation [8]. - The company's efforts in translating cutting-edge research into practical health products will enhance public access to health benefits derived from technological advancements [8]. Group 5: Conference and Knowledge Sharing - The 2025 East Argo Technology Innovation Conference gathered over 100 experts and scholars to discuss advancements in pharmaceuticals and health consumer products, reinforcing the company's commitment to innovation [9][11]. - Presentations from leading academicians highlighted the importance of integrating traditional and modern scientific approaches to enhance product development and industry standards [11].