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陇神戎发(300534) - 300534陇神戎发投资者关系管理信息20250723
2025-07-23 09:00
问题 2:公司目前已推出多款大健康产品,未来在大健康 领域有什么发展规划? 回复:您好!公司坚定看好大健康领域前景并积极布局, 目前已推出黄芪当归胶囊、"7°啡得乐"植物饮料、薄荷爽口 片、固体饮品黄芪当归饮等大健康产品并有序开展市场推广工 作。未来,公司将坚持以市场需求为导向,依托控股股东作为 甘肃省中医药产业链、医药大健康产业链"链主"的平台优势 以及公司自身的产品优势、资源优势,积极开发药食同源等大 健康产品,加大市场销售网络建设,培育差异化竞争优势,不 断提升公司在专业领域及大健康领域的市场影响力。 证券代码:300534 证券简称:陇神戎发 甘肃陇神戎发药业股份有限公司 投资者关系活动记录表 编号:2025-002 | | □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 | | --- | --- | | 投资者关系活 | | | 动类别 | □新闻发布会 □路演活动 | | | ☑现场参观 ☑其他(投资者走进上市公司活动) | | 参与单位名称 | 国信证券甘肃分公司及个人投资者代表共 45 人 | | 及人员姓名 | | | 时间 | 2025 年 7 月 23 日 10:00-12:0 ...
张照楠:让大豆上演“七十二变”
Ke Ji Ri Bao· 2025-07-23 01:01
原标题:让大豆上演"七十二变" 在她眼中,大豆蛋白天生自带"超能力"——高溶解性、强凝胶性,还能模拟肉的纤维质感。谈起大 豆,张照楠滔滔不绝,正是源于对科研的热爱,研究生毕业后,她毅然留在团队,担任科研助理一职。 在她身后,植物蛋白质理论创新与精深加工团队的展板上,密密麻麻排列着专利证书——最新获批 的"高水分植物肉制备新工艺",正是破解行业痛点的关键密钥。 传统植物肉常被诟病"像面饼",低水分挤压形成的多孔结构难以模拟真实肉质。如何让植物肉同时 兼顾多汁口感、逼真纤维纹理与高蛋白营养?针对这个困扰行业多年的难题,团队逐步找到了解决方 案。 团队先后解决了大豆蛋白组分分离、大豆蛋白功能基团的修饰与加工、高湿挤压大豆蛋白植物肉等 多项关键技术,还创制了相应的新型植物肉加工设备。 为了让植物肉更像肉,团队通过独创的梯度控温控压技术,配合动态配比工艺,成功构建出可灵活 调控的高水分挤压植物肉。张照楠说,这就像给大豆蛋白装上了"智能调节器",既保持高蛋白营养,又 能模拟真肉的纤维纹理和爆汁口感,让植物肉在质构上无限接近动物肌肉。 "我们的袋装植物基午餐肉已经实现产业化,在线上销售效果不错,尤其得到追求健康生活方式的 ...
2025Q2线下零售速报
3 6 Ke· 2025-07-08 08:17
Overall Summary - The offline retail consumption situation for Q2 2025 shows a general decline in sales across major categories such as food, beverages, alcohol, and daily chemicals, although the rate of decline has narrowed compared to previous quarters [2][4][6]. Group 1: Retail Performance Overview - The analysis is based on data from the "Shangma Ying Brand CT," which monitors offline retail across various city levels and includes over 30,000 brands and 14 million product barcodes [2]. - The overall sales revenue for Q2 2025 is down approximately 7% year-on-year, with a better performance in order volume compared to average spending, indicating consumer pressure on budgets and prices [4][6]. - The price index for food, beverages, alcohol, and daily chemicals shows a gradual recovery, but remains under pressure, with most categories below the baseline index of 100 [4][6]. Group 2: Key Category Insights - In the food category, frozen products like frozen sausages have shown significant market share growth, while dairy products are stabilizing after previous declines [13][22]. - The beverage category has seen strong growth in sports and plant-based drinks, with some products exceeding 30% year-on-year growth, although the overall market remains competitive [17][29]. - The snack category is experiencing a decline in market share due to health trends and new retail formats, with significant drops in sales for various subcategories [14][22]. Group 3: Consumer Behavior and Trends - The average spending per order has increased for certain categories like ready-to-drink juices and plant-based beverages, indicating a shift in consumer preferences towards higher-quality products [34][35]. - The average purchase quantity per order has decreased across all selected categories, suggesting a trend towards larger packaging or a focus on value [40]. - The competitive landscape is intensifying, particularly in the frozen food and beverage sectors, with numerous brands vying for market share [46][47].
心系榕江!以岭健康捐赠连花健康物资驰援灾区
Sou Hu Wang· 2025-07-02 14:04
Core Viewpoint - The severe flooding in Rongjiang County, Guizhou Province, has significantly impacted local residents' lives and posed challenges for flood relief and post-disaster public health protection. In response, Yiling Health Technology has donated health supplies to support relief efforts [1][3]. Group 1: Company Response - Yiling Health Technology donated 38,400 cans of Lianhua Qingfei plant beverage and 30,000 Lianhua Baozhu masks to the flood-affected area to aid in flood relief and health protection efforts [1][3]. - The donated Lianhua Qingfei plant beverage provides refreshing hydration for rescue workers and affected residents, while the masks help reduce the risk of disease transmission in the disaster area [3]. - A representative from Yiling Health emphasized the company's commitment to social responsibility and the importance of supporting affected communities during crises [3]. Group 2: Corporate Philanthropy - Yiling Health has a long-standing commitment to public welfare, having donated over 20 million yuan worth of health supplies to the Chinese Red Cross during the COVID-19 pandemic, supporting both domestic and international efforts [5]. - In 2021, Yiling Health launched the "Lianhua Respiratory Health Public Welfare Action" project, donating 50 million yuan in funds and materials for pandemic prevention and flood relief [5]. - The recent support for the Rongjiang disaster area is seen as a continuation of the company's philanthropic practices [5]. Group 3: Ongoing Commitment - Yiling Health will continue to monitor the disaster situation and fully support flood relief efforts, expressing confidence in the community's ability to rebuild [6].
推进药材种植标准化,三台县探索建设数智化产地仓 这里的麦冬都有身份证
Si Chuan Ri Bao· 2025-06-12 00:29
Core Viewpoint - The establishment of a digital comprehensive management platform for the entire industrial chain of medicinal herbs, particularly for the cultivation and processing of Mai Dong (Ophiopogon japonicus), is being promoted in Sichuan Province, enhancing quality control and ensuring farmers' benefits through standardized practices and innovative financial services [5][11]. Group 1: Digital Management and Quality Control - The construction of a digital comprehensive management platform integrates planting, processing, storage, sales, quality inspection, and finance, utilizing modern digital technologies for traceability [5][11]. - The introduction of a digital system allows for precise monitoring of the entire cultivation and processing process, ensuring compliance with standardized practices [7]. - Each batch of Mai Dong is assigned a unique QR code after passing strict quality checks, providing detailed information about its origin, composition, and environmental conditions [7][8]. Group 2: Storage and Supply Chain Management - The physical storage facility can hold 6,500 tons of Mai Dong, ensuring compliance with pharmacopoeia standards for up to three years and optimizing storage space to prevent damage [8]. - The storage facility plays a crucial role in market stabilization by maintaining a buffer stock of 1,000 tons of Mai Dong to mitigate price fluctuations and supply shortages [8]. Group 3: Farmer Support and Financial Services - The order production model between the storage facility and farmers guarantees reasonable returns regardless of market conditions, enhancing farmers' confidence [9]. - The development of a supply chain financial cloud platform provides various financial services, including loans for agricultural inputs and insurance products, supporting the entire Mai Dong industry chain [10]. Group 4: Innovation and Industry Development - The introduction of a third-party quality control system and collaboration with research institutions aims to enhance the standardization and quality management of Mai Dong production [10]. - The expansion into derivative products, such as beverages and personal care items, aims to increase the value of the Mai Dong industry and promote integrated development across different sectors [10].
陇神戎发深化宣肺止嗽合剂战略布局,中药保护期延至2030年构筑市场壁垒
为解决产能瓶颈对市场销售的制约,公司于2024年5月成功完成宣肺止嗽合剂等液体制剂生产线升级改 造项目(一期)工程,该项目实现了年产5000万盒(折合3亿支)的先进产能,顺利通过药品GMP符合 性检查并正式投产运营。此次升级显著提升了生产线的自动化、智能化水平,优化了生产工艺标准,全 面增强了质量管控和技术保障能力,为产品的市场放量和稳定供应提供了坚实后盾。 围绕宣肺止嗽合剂这一核心资产,普安制药正多维度推进战略升级。公司持续加大研发投入,聚焦产品 的二次开发与价值深挖。系统性地开展了工艺优化研究、大品种培育循证医学证据体系构建、真实世界 安全性再评价及随机对照临床试验(RCT)等关键项目。目前已产出《治疗咳嗽临床应用专家共识》等 7项重要研究成果及药品临床综合评价报告。未来研发方向明确:积极拓展适应症范围,针对"新冠后咳 嗽"、"慢性阻塞性肺疾病(COPD)"等细分领域开展深入研究,旨在明确其在缩短病程、减少并发症等 方面的独特优势,相关成果将持续发表于国内核心期刊,以提升学术公信力,为市场推广提供强力支 撑。 6月6日,陇神戎发(300534)在回复投资者提问时表示,宣肺止嗽合剂在新冠防治和流感防治中发挥 ...
陇神戎发多维发力 持续提升主打产品宣肺止嗽合剂核心竞争力
Zheng Quan Ri Bao· 2025-06-06 08:38
市场拓展与产能保障是支撑产品发展的另一基石。陇神戎发坚持"临床与OTC同步,临床带动OTC"的策 略,一方面积极通过学术会议、专业期刊等渠道向医疗专业人士传递产品的核心临床价值,提升等级医 院覆盖率;另一方面则加大空白市场开发和零售药店等OTC渠道的拓展力度。尤为关键的是,公司于 2024年5月成功完成宣肺止嗽合剂等液体制剂生产线升级改造项目(一期)工程,年产能跃升至5000万 盒(3亿支),并顺利通过药品GMP符合性检查后正式投产。这一重大升级全面提升了生产线的自动化 水平、工艺标准和质量技术水平,有效解决了长期困扰市场的产能瓶颈问题,为未来的销售增长和稳定 供应提供了坚实保障。 宣肺止嗽合剂是陇神戎发的主打产品之一,为国家级六类新药、中药二类保护品种、国家医保品种,属 于镇咳类药物,适用于疏风宣肺,止咳化痰。其先后获得甘肃省科技进步三等奖、甘肃省药学会发展奖 一等奖、甘肃省新产品新技术奖等奖项,先后入选2018年中药大品种科技竞争力排行榜、2021年中国公 立医疗机构终端止咳祛痰平喘中成药TOP20、2022年全国100个疗效独特的"国字号"中药品种目录等权 威榜单。2024年8月份,宣肺止嗽合剂中药保护 ...
昆明市市场监督管理局2025年第3期食品安全监督抽检信息公告
Group 1 - The announcement is from the Kunming Market Supervision Administration regarding the third food safety supervision and sampling inspection for 2025, focusing on various food products including edible oils, agricultural products, dairy products, and grain processing products [3][4][5] - The inspection is based on national food safety standards, including GB 2760-2024 for food additives, GB 2762-2022 for contaminants, and GB 2763-2021 for pesticide residues [3][4] - The inspection items include indicators such as lead (Pb), benzoic acid and its sodium salt, sorbic acid and its potassium salt, sweeteners, total bacterial count, and coliforms [3][4] Group 2 - A detailed table of sampled products is provided, listing the sampling number, production company name, address, sampled unit name, product name, specifications, and production or purchase date [4][5][6] - The products sampled include a variety of items such as peanuts, eggs, milk, carrot juice, and various oils, indicating a broad scope of food safety monitoring [4][5][6] - Specific companies mentioned include Guangxi Baifei Dairy Co., Ltd., Yunnan Jinbei Food Co., Ltd., and Shanghai Guanshengyuan Food Co., Ltd., among others, highlighting the involvement of multiple manufacturers in the inspection process [4][5][6]
端午节怎么玩?来以岭健康安康市集解锁不一样的节日氛围
Sou Hu Wang· 2025-05-31 09:11
Group 1 - The event "Traditional Chinese Medicine (TCM) Nurturing Vitality and Dragon Boat Festival Praying for Health" was held from May 31 to June 2, integrating traditional customs with TCM culture in a vibrant health festival [1][2] - The historical site Yanghe Tower served as a cultural landmark, showcasing the fusion of history and modern health practices, allowing citizens to experience the depth of TCM culture [2][3] Group 2 - The event featured a TCM cultural corridor with two main exhibition areas focusing on "Origin of Meridian Diseases" and "Nurturing Vitality," presenting the TCM meridian theory and the essence of health from Confucianism, Buddhism, Taoism, and medicine [3][4] - Cultural performances included the "Chinese Meridian Exercise," which combined TCM theory with traditional health practices, promoting physical well-being through movement [4][6] Group 3 - Interactive experiences were provided, including free TCM consultations where experts offered personalized health advice based on individual conditions, along with free tastings of herbal beverages [6][7] - The event also featured a DIY section for making herbal sachets, allowing families to engage with TCM traditions and understand the practical applications of ancient wisdom [8][10] Group 4 - A series of lectures on the "Eight Principles of Meridian Health" were conducted, emphasizing the importance of meridian health, energy nurturing, appropriate exercise, and mental well-being [10] - The initiative aimed to modernize TCM and make it appealing to younger generations, promoting a cultural revival and health awareness among the public [10]
端午节怎么玩?来正定以岭安康市集,边逛边玩边养生
Sou Hu Wang· 2025-05-31 09:11
Core Viewpoint - The event "Traditional Chinese Medicine (TCM) Health and Wellness Market" held in Zhengding Ancient City showcases the integration of TCM culture with modern health practices, promoting public awareness and understanding of TCM's benefits for health management [1][12]. Group 1: Event Overview - The event took place from May 31 to June 2, featuring a large-scale market focused on TCM culture, organized by Yiling Pharmaceutical in collaboration with local authorities [1]. - The venue, Yanghe Tower, served as a historical bridge connecting ancient and modern practices, emphasizing the enduring appeal of TCM in health preservation [1]. Group 2: Interactive Experience Zones - Three interactive zones were established to enhance public engagement with TCM, including health markets, performance showcases, and hands-on TCM project experiences [2]. - The East Square featured demonstrations of "Chinese Meridian Exercises" and expert lectures on common health misconceptions, attracting many participants [3]. - The West Square offered free health consultations and screenings by TCM practitioners, alongside healthy culinary offerings from Yiling's hotel, promoting a holistic approach to health [4]. Group 3: Educational Initiatives - The second floor of Yanghe Tower hosted health-themed lectures that integrated the essence of Confucianism, Buddhism, Daoism, and TCM, focusing on the "Eight Principles of Meridian Health" [5]. - The cultural corridor presented a systematic overview of TCM's historical development and its relevance in modern health practices, including innovative research in anti-aging by Yiling Pharmaceutical [7]. Group 4: TCM Preventive Health Philosophy - The TCM philosophy of "Preventing Disease Before It Occurs" emphasizes early intervention and health management, rooted in ancient texts like the "Huangdi Neijing" [8]. - Yiling Pharmaceutical aligns its product development with this philosophy, offering a range of health management products aimed at various health demographics [8]. Group 5: Cultural Revival and Public Engagement - The event reflects a growing trend among younger generations to embrace TCM principles, supported by national policies promoting TCM's innovation and cultural transmission [12]. - Attendees expressed a desire for more such events to deepen their understanding and appreciation of TCM culture, highlighting the importance of public engagement in health education [12].