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【财经分析】本轮中药材价格回调非个别品类 市场低位煎熬是何症结?
Xin Hua Cai Jing· 2025-09-29 08:56
新华财经昆明9月29日电(记者陈永强、张新新)进入9月下旬,全国中药材主产区陆续迎来产新季。随 着当归、黄芪、党参等大宗品种新货集中上市,市场供应量显著增加,供需格局转向宽松,中药材价格 整体延续下行趋势。多位行业专家指出,在前期高价刺激下种植面积大幅扩张,叠加政策调控与资本退 潮等因素,中药材市场正经历一轮深度调整,本轮价格回调已非个别品类波动,预计价格低位态势短时 间内还将持续。 主产区行情走弱整体价格创近年新低 一方面,中成药企业面临国家集采压力,利润空间被压缩,采购策略趋于保守。以湖北、山东等地开展 的中成药集采为例,中标产品平均降价30%至50%,倒逼生产企业严格控制原料成本,压价采购成为常 态。另一方面,中药饮片行业受临床使用限制等因素影响,医院端用量增长缓慢。政策红利尚未充分传 导至消费终端,市场需求恢复滞后于供给扩张。 此外,资本炒作退潮亦加速价格"跳水"。过去几年,猫爪草、款冬花、紫河车等小众药材成为投机标 的,价格脱离基本面疯狂上涨。然而,随着监管趋严、资金撤离,这些品种迅速回归理性。例如,猫爪 草从2024年初的每公斤1200元暴跌至目前约每公斤110元,跌幅超90%;款冬花亦从2023 ...
种子价格最大波动达5倍 产业规模第一的云南中药材产业如何迈向国际?
Core Viewpoint - Yunnan aims to develop its traditional Chinese medicine (TCM) industry into a significant economic pillar, targeting a scale of 200 billion yuan by enhancing deep processing and establishing a robust supply chain with leading enterprises like Yunnan Baiyao [1][5][7]. Group 1: Industry Development - Yunnan has a rich variety of medicinal resources, with 8,138 types of medicinal resources identified, accounting for 44.2% of the national total [4]. - The province's TCM market is experiencing a downward trend, with over 60% of monitored varieties showing price declines as of September 2025 [3]. - Despite price volatility, many farmers remain enthusiastic about cultivating medicinal herbs due to higher potential returns compared to traditional crops [3]. Group 2: Economic Transformation - The Yunnan government is focusing on transforming resource advantages into economic benefits through policies that promote the TCM industry [5][6]. - The "Three-Year Action Plan" aims for the TCM industry to maintain its national leadership, with a planting area of around 10 million mu and an annual output of over 1.5 million tons by 2027 [5][6]. Group 3: Supply Chain and Processing - Yunnan Baiyao is implementing a "six unifications" strategy to enhance the TCM supply chain, including unified planting areas and standardized management [7]. - The company has established several production bases for key medicinal herbs, aiming to retain value within the region through fresh processing [7][8]. Group 4: Market Expansion - The trend of "food and medicine homology" is gaining traction, with increasing consumer interest in health products derived from TCM, providing new market opportunities [9][10]. - Yunnan's geographical advantages and the Belt and Road Initiative are expected to enhance its role as a trading hub for TCM in Southeast Asia [11][12]. Group 5: International Trade - Yunnan has recently expanded its import capabilities for medicinal herbs, with significant volumes imported from neighboring countries, addressing domestic supply shortages [12]. - The establishment of new border ports is facilitating the trade of medicinal materials, further integrating Yunnan into international markets [11][12].
价格波动达5倍!产业规模第一的云南中药材产业如何迈向国际?
Core Viewpoint - Yunnan aims to develop its traditional Chinese medicine (TCM) industry into a "second tobacco industry" with a target of a trillion yuan industry, focusing on deep processing and the role of leading enterprises like Yunnan Baiyao [1][5][6] Industry Overview - Yunnan is recognized as an ideal region for TCM cultivation due to its favorable climate and long history of planting, with a consensus that "without Yunnan medicine, no prescription can be formed" [1] - The province has a significant advantage in medicinal resources, with 8,138 types of TCM resources, accounting for 44.2% of the national total [3] - The TCM market in Yunnan is experiencing a downward trend, with over 60% of monitored varieties expected to see price declines by September 2025 [2][5] Market Dynamics - The price of TCM seeds fluctuates significantly, with variations of 4-5 times, while the price of harvested TCM can vary by 25-30% [2] - The demand for TCM is expected to increase due to the growth of the health industry and the popularity of food-medicine products among younger consumers [1][8] Policy and Development Strategy - The Yunnan provincial government has introduced plans to enhance the TCM industry, including the "Yunnan TCM Planting and Breeding Area Planning (2025-2027)" and the "Three-Year Action Plan for High-Quality Development of Yunnan TCM Industry (2025-2027)" [5][6] - The goal is to maintain a planting area of around 10 million mu, with an annual output of over 1.5 million tons and a total industry chain output value exceeding 200 billion yuan by 2027 [5][6] Company Initiatives - Yunnan Baiyao is actively involved in enhancing the TCM industry by implementing a "six unification" strategy to strengthen the entire supply chain [6][7] - The company has established several production bases and is focusing on digital platforms to facilitate direct supply from the source, with a transaction volume exceeding 1.2 billion yuan [7][8] Product Innovation - Yunnan Baiyao is developing high-value-added products, including natural fragrances and functional cosmetics derived from TCM, to meet the growing consumer demand [8][9] - The trend of food-medicine integration is gaining traction, with companies exploring the potential of TCM products in mainstream markets [9] Trade and Export Opportunities - The establishment of new border ports for TCM imports is expected to enhance trade opportunities, with Yunnan leading the nation in both import volume and value [10][11] - The region's strategic location and participation in initiatives like the Belt and Road are anticipated to further solidify Yunnan's role as a TCM trading hub for South Asia and Southeast Asia [10][11]
白露后天气转凉 这个节气养生要注意哪些要点?
Group 1 - The White Dew solar term marks the arrival of autumn and is characterized by increased temperature fluctuations and a greater difference between day and night temperatures [2][3] - It is essential to pay attention to body warmth, especially for the abdomen and feet, to prevent gastrointestinal discomfort [2][3] - Recommendations include layering clothing for temperature regulation and ensuring adequate sleep to enhance immune function [4][5] Group 2 - Dietary adjustments are crucial during the White Dew period, with an emphasis on consuming fresh fruits and vegetables rich in vitamin C, as well as foods high in zinc [6][7] - Women experiencing "blood deficiency" should focus on iron-rich foods and avoid cold and spicy items to maintain health [8][9][10] - Moderate exercise is encouraged to improve blood circulation, with specific recommendations for activities like brisk walking and yoga [12][13] Group 3 - The onset of the White Dew period coincides with a rise in respiratory diseases, necessitating awareness and preventive measures [15] - It is advised not to use antibiotics indiscriminately for common colds and to seek symptomatic treatment instead [16] - Post-infection coughs should not be treated with prolonged use of antiviral medications, and patients should monitor symptoms closely [17]
朝“问”健康丨女性气血不足该怎么调理?
Yang Shi Xin Wen· 2025-09-07 01:46
Group 1 - The article emphasizes the importance of regulating qi and blood, especially for women, after the White Dew season due to symptoms of fatigue and poor health [1] - Dietary adjustments are recommended, including the intake of iron, protein, and vitamin-rich foods such as animal liver, lean meat, red dates, and goji berries, while avoiding cold foods [1] - Herbal soups made from ingredients like Angelica and Astragalus can be beneficial, but should be tailored to individual constitution and not overconsumed [1] Group 2 - Moderate exercise is suggested to promote qi and blood circulation, with activities like brisk walking and yoga being ideal, while intensity should be kept low [3] - It is advised to avoid intense workouts that may deplete qi and blood, especially during menstruation, and to maintain warmth [4] Group 3 - For severe cases of qi and blood deficiency, traditional Chinese medicine (TCM) approaches are recommended [6] - Acupuncture at specific points such as Zusanli and Sanyinjiao, along with moxibustion at Guanyuan and Qihai, can help in warming and supplementing qi and blood [7] - Massage therapy is also suggested to improve qi and blood circulation [7]
开学第一课 广东名中医为小学生讲述“抗战中的中医药”
Zhong Guo Xin Wen Wang· 2025-09-04 00:50
Core Viewpoint - The lesson delivered by Zhang Zhongde emphasizes the significant role of traditional Chinese medicine (TCM) during the Anti-Japanese War, highlighting its effectiveness in treating soldiers and the importance of passing down TCM wisdom to future generations [1][3]. Group 1: Role of Traditional Chinese Medicine - TCM played a crucial role during the Anti-Japanese War when Western medicine was scarce, utilizing local herbs such as mugwort, honeysuckle, and angelica to treat soldiers [1][3]. - Medical workers demonstrated resourcefulness by gathering herbs from the mountains and employing traditional methods to treat injuries and illnesses [2][3]. - The use of TCM for treating malaria and dysentery was validated through clinical trials, showcasing its effectiveness in wartime conditions [2][3]. Group 2: Cultural and Educational Significance - The lesson aims to instill a sense of patriotism and appreciation for traditional culture among students, linking physical health to the ability to contribute to the nation [4]. - The initiative reflects a broader educational goal of inspiring students to pursue careers in medicine, fostering a new generation of healthcare professionals [4].
阳光人寿驻村干部格茸达瓦:澜沧江畔禹功村的振兴实践
Qi Lu Wan Bao· 2025-08-14 23:26
Core Viewpoint - The article highlights the efforts of a company representative, Ge Rong Dawa, in supporting the development of Yugong Village through community engagement, economic empowerment, and educational initiatives [1][2][10]. Group 1: Community Engagement - Ge Rong Dawa, a representative from Sunshine Life Insurance, began his work in Yugong Village in May 2023, focusing on building relationships with villagers and understanding their needs [1][2]. - He conducted home visits and engaged in conversations with villagers to gather information about their living conditions and challenges, aiming to become a trusted figure in the community [2][6]. Group 2: Economic Empowerment - The village has a high-quality honey production potential, but faced challenges such as poor transportation and lack of branding. The company supported local honey production by organizing internal purchases and providing financial assistance totaling 108,600 yuan from 2023 to 2024 [8]. - As a result of these efforts, honey prices increased from 80 yuan to 150 yuan per kilogram, with 13 beekeeping households seeing an income increase of nearly 10,000 yuan each in 2024 [8]. - In 2025, the focus will shift to supporting medicinal herb cultivation, with the company coordinating with quality buyers to enhance market access for local farmers [8]. Group 3: Educational and Cultural Development - The company allocates 20,000 yuan annually to support the selection of "Civilization Demonstration Households" in the village, promoting community involvement in cultural development [9]. - In 2024, the company donated six computers and printers to improve the village's e-commerce capabilities and office conditions, contributing to the overall information technology development of the community [9][11]. - Company volunteers also donate educational materials to the local kindergarten, fostering a supportive learning environment for children [10].
航空物流加速度让“甘味”乘云破茧越九州
Core Viewpoint - The collaboration between Gansu Civil Aviation Logistics Company and Shenzhen Airport Logistics Development Company marks a significant advancement in air logistics, enhancing the distribution of Gansu's specialty agricultural products to coastal cities and beyond [1][2]. Group 1: Growth in Air Logistics - Gansu's specialty agricultural products transported via air cold chain increased by 47% year-on-year, with the freshness delivery rate for perishable items reaching 98% [1]. - The introduction of a "land-air combined transport + temperature-controlled traceability" model has upgraded the air logistics system, allowing for personalized storage and transportation needs [2]. Group 2: International Market Access - Gansu's traditional medicinal herbs can now reach European markets within 72 hours via Shenzhen's intercontinental cargo routes, improving delivery speed by over five times compared to traditional sea transport [2]. - The establishment of a professional cold chain distribution center in Lanzhou New Area supports the diverse temperature requirements for different products [2]. Group 3: Future Plans and Expansion - The next steps include launching dedicated cargo flights to major cities like Guangzhou and Shanghai, and exploring the integration of cross-border e-commerce with air logistics [3]. - The goal is to achieve an air transport volume of over 100,000 tons of Gansu specialty agricultural products within three years, establishing a "golden channel" for rural revitalization [3].
第六届中国(甘肃)中医药产业博览会将于甘肃定西举行
Zhong Guo Jing Ji Wang· 2025-07-18 09:53
Group 1 - The sixth China (Gansu) Traditional Chinese Medicine Industry Expo will be held from August 23 to 25 in Longxi County, Dingxi City, Gansu Province [1] - The theme of the expo is "Inheritance, Innovation, Open Sharing, Promoting High-Quality Development of Traditional Chinese Medicine," focusing on marketization, specialization, and internationalization [2] - The expo will feature 10 activities, including an opening ceremony, policy interpretation, and forums on various topics related to the development of traditional Chinese medicine [2] Group 2 - Gansu Province is a significant birthplace of traditional Chinese medicine and aims to build a trillion-yuan industry cluster, with the total scale of the traditional Chinese medicine industry chain expected to reach 97.2 billion yuan in 2024 [3] - The province's traditional Chinese medicine resources are characterized by high quality and rich variety, with a stable planting area of over 2 million acres and a total output of 500,000 tons, ranking first among prefecture-level cities in China [2] - Key traditional Chinese medicinal materials such as Angelica, Astragalus, and Codonopsis have significant planting areas, accounting for 60%, 40%, and 20% of the national total, respectively [2]
涨价容易降价难 中药价格高企需“降虚火”
Core Insights - The rising prices of traditional Chinese medicine (TCM) herbs are causing significant concern among patients, with many unable to afford necessary treatments [1][2][3] - The increase in prices is attributed to higher cultivation costs, multiple layers of pricing in the distribution chain, and speculative capital inflating prices [1][4][6] - Experts suggest that a collaborative approach involving government, enterprises, and the industry is essential to bring prices back to a reasonable level [1][7] Price Trends - Prices of various TCM products have doubled or even tripled in recent years, with specific examples such as the price of Compound Suanzaoren Capsules rising from 49.9 yuan in 2017 to 80 yuan, and in some cities reaching 150 yuan [2] - The price of traditional herbs like Bai Shao and Bai Shu has surged from 30-40 yuan per kilogram in 2022 to around 200-300 yuan in 2023 [2] - The price of herbs like Chan Tui has increased from approximately 600 yuan per kilogram five years ago to around 2000 yuan currently [2] Cost Factors - The increase in TCM herb prices is primarily due to rising labor and agricultural input costs, with the cost of cultivating Angelica Sinensis (Dang Gui) increasing from 2000 yuan to 3000 yuan per acre [4][6] - Extreme weather conditions, such as droughts, have also contributed to price hikes, with the price of Party Ginseng rising from 70 yuan to 110 yuan per kilogram [4] Distribution Challenges - The distribution chain for TCM is lengthy, involving multiple stakeholders, which leads to significant markups at each stage [5][6] - The high cost of raw materials is not easily passed down to consumers, as the prices of finished products remain elevated despite some reductions in raw material costs [6] Policy Recommendations - Experts recommend enhancing price regulation mechanisms to stabilize TCM herb prices and improve transparency in the market [7][8] - Suggestions include promoting mechanized and standardized cultivation practices, establishing direct supply chains from producers to retailers, and creating a comprehensive traceability system for TCM products [7][8]