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从一滴药浴到34亿元产值:传统藏医药走进现代生活
Xin Hua She· 2025-10-11 12:04
西藏米林市藏医院主治医师巴桑次仁在检查热敷盐粒(9月20日摄)。新华社记者 姜帆 摄 藏医药浴法是藏医药学巨著《四部医典》中记载的藏医五械疗法之一。2018年,"藏医药浴法——中国藏族有关生命健康和疾病防治的知识与实 践"列入联合国教科文组织人类非物质文化遗产代表作名录。 药浴法采用药水浸泡或缠缚,通过皮肤吸收或发汗,达到散寒祛风、消肿止痛、活血化瘀等功效,尤其适用于风湿性关节炎、类风湿性关节炎 等疾病。 巴桑次仁介绍,医院于2019年成立藏药浴科。"由于药浴配方可个性化配置,作用直接且副作用小,深受患者欢迎。为稳固疗效,我们常将药浴 与霍麦、热敷等外治方法结合。"说话间,他用医院自制的熨敷包浸满陈年酥油,准备为患者治疗。 六十年前,藏医医院寥寥无几。如今在西藏,传统藏医治疗方法受到越来越多人喜爱。西藏自治区卫生健康委员会统计数据显示,2024年西藏 共有64家藏医医疗机构,公立藏医院床位数达2780张,年诊疗突破127万人次。 新华社拉萨10月11日电 题:从一滴药浴到34亿元产值:传统藏医药走进现代生活 新华社记者蒋梦辰、潘一景、闫梦 50多岁的藏族汉子才旺顿珠大汗淋漓,面色红润。他刚在西藏自治区首府拉萨 ...
2025年中国中成药贴膏剂市场政策、产业链图谱、市场规模、竞争格局及发展趋势研判:奇正藏药的消痛贴膏销售额稳居榜首[图]
Chan Ye Xin Xi Wang· 2025-09-19 01:59
Overview - The core viewpoint of the article highlights the growing demand for traditional Chinese medicine (TCM) transdermal patches due to their advantages such as no first-pass effect, minimal gastrointestinal damage, low toxicity, prolonged efficacy, and ease of use, particularly among populations that cannot take oral medications, like the elderly and children [1][4][8]. Market Size - The market size of TCM transdermal patches in China is projected to reach 14 billion yuan by 2024, accounting for 65.34% of the overall medicinal patch market [1][8]. Market Policies - The Chinese government has implemented various policies to support the development of the TCM industry, including measures to enhance scientific regulation, promote innovation, and improve healthcare quality from 2023 to 2025 [5][6]. Industry Chain - The upstream of the TCM transdermal patch industry includes suppliers of raw materials such as Chinese medicinal herbs, rubber, and various excipients, while the midstream consists of manufacturers of TCM transdermal patches, and the downstream includes medical institutions, retail pharmacies, and online pharmacies [6][7]. Sales Channels - Medical institutions are the primary sales channel for TCM transdermal patches, accounting for over 60% of sales. By the end of 2024, there will be approximately 1.092 million medical institutions in China, with a 2.0% year-on-year growth [7][8]. Competitive Landscape - The top five companies in the TCM transdermal patch market as of Q1 2025 include Qizheng Group, Yunnan Baiyao, Lingrui Pharmaceutical, Hillman Pharmaceutical, and China Resources Pharmaceutical, with Qizheng Group and Yunnan Baiyao leading the market [10][11]. Company Analysis - Qizheng Tibetan Medicine Co., Ltd. is a leading modern Tibetan medicine company with a revenue of 1.175 billion yuan in the first half of 2025, of which 824 million yuan (70.11%) comes from transdermal patch sales [12]. - Lingrui Pharmaceutical Co., Ltd. reported a total revenue of 2.099 billion yuan in the first half of 2025, with a gross profit of 1.707 billion yuan and a gross margin of 81.33% [13]. Development Trends - The demand for TCM transdermal patches is expected to grow due to the aging population and increasing prevalence of musculoskeletal and cardiovascular diseases. Additionally, the shift in health consciousness and the rise of online sales channels will further expand the market [13].
奇正藏药董事长刘凯列:疗效是民族医药企业存续的根本
Zheng Quan Ri Bao Wang· 2025-08-28 11:46
Group 1 - The core viewpoint of the articles emphasizes the resurgence of traditional medicine, particularly ethnic medicine, as a rational choice in the medical system driven by the demand for effective treatments for chronic diseases and complex conditions [1][2] - The "14th Five-Year Plan for the Development of Traditional Chinese Medicine" highlights the need to enhance research on ethnic medicine for major diseases and advantageous conditions, while the WHO's 2025-2034 Traditional Medicine Strategy aims to improve global health coverage [1] - The effectiveness of ethnic medicine is rooted in thousands of years of clinical validation, and modern research methods like evidence-based medicine are bridging the gap between traditional and modern medical understanding [1] Group 2 - Qizheng Tibetan Medicine, established in 1995, prioritizes patient benefits and focuses on clinical needs through research and technological innovation to enhance drug efficacy and safety [2] - The company has developed a comprehensive ecosystem covering the entire industry chain, including medicinal material cultivation, research and development, intelligent manufacturing, marketing, sales, and medical services [2] - On its 30th anniversary, the company aims to double its performance in five years, reach a revenue of 10 billion in ten years, and become a globally influential Tibetan medicine health industry group in thirty years [2]
奇正藏药刘凯列:以藏医药现代化为钥 打开大健康时代之门
Core Viewpoint - Qizheng Tibetan Medicine is leveraging its traditional Tibetan medicine expertise to innovate and expand in modern healthcare, aiming for global promotion and integration of Tibetan medicine with modern medical practices [2][6][7] Group 1: Company Overview - Qizheng Tibetan Medicine is the only publicly listed company in China focused on Tibetan medicine, with a history of 30 years in the industry [2] - The company’s flagship product, "Pain Relief Plaster," has become a leading brand in the domestic musculoskeletal pain market, showcasing the successful modernization of Tibetan medicine [4] Group 2: Product Development and Innovation - The company is expanding its product pipeline beyond pain management to include respiratory, neurological, and gynecological fields, addressing the rising prevalence of chronic diseases due to an aging population [5] - The "Pain Relief Plaster" utilizes advanced low-temperature freeze-drying technology to preserve the active ingredients of medicinal materials, enhancing its clinical value [4] Group 3: Research and Clinical Applications - Qizheng has initiated multiple clinical collaborations, demonstrating the effectiveness of Tibetan medicine in reducing recurrence rates and side effects in treatments like chronic pelvic inflammatory disease and cancer support [3] - The company has established a comprehensive research and development system that integrates classic exploration, pharmacological research, and dosage form innovation [3] Group 4: Strategic Vision and Goals - The company aims to double its business in the pain relief sector within five years and establish a 10 billion yuan full industry chain in Tibetan medicine within ten years, aspiring to become a globally influential Tibetan medicine health industry group in thirty years [6] - The strategic framework includes health care, cultural heritage, technological innovation, resource protection, and employee development [6] Group 5: Commitment to Traditional Medicine - Qizheng emphasizes the importance of preserving traditional Tibetan medicine while modernizing and internationalizing it, ensuring that all products are based on Tibetan medical texts and validated through modern clinical trials [7] - The company is committed to creating value for investors by promoting the development of traditional Tibetan medicine through modernization and standardization [7]
奇正藏药(002287) - 002287奇正藏药投资者关系管理信息20250825
2025-08-25 09:12
Financial Performance - The company reported an impressive operating cash flow of 0.92 CNY per share, reflecting a year-on-year increase of 991.52% [2] - The net cash flow from operating activities increased by 993.71% due to optimized cash flow management and accelerated discounting of receivables [2][5] Sales and Marketing Strategy - The company has established a strong presence in both B2C and O2O channels, achieving rapid growth by collaborating with major platforms and expanding its online medical resources [3] - The O2O strategy focuses on differentiated operations based on consumer needs, enhancing exposure and conversion rates through targeted marketing [3] - The company’s pain relief patches have outperformed the industry growth rate due to their dual efficacy in pain relief and anti-inflammation [4] Research and Development - The company is concentrating its R&D efforts on key therapeutic areas such as external pain relief, respiratory, and neurological treatments, with a focus on unmet clinical needs [4][6] - The new drug "Xiaoer Relixin Granules" has received clinical trial approval, enhancing the pediatric product pipeline [5] - R&D investment reached 48.65 million CNY in the first half of the year, a 3.31% increase year-on-year, with a R&D expense ratio of 5.6%, below the industry average [6] Market Position and Competitive Advantage - The company has established itself as a leading brand in the Tibetan medicine market, particularly in external pain relief [6] - The competitive landscape has intensified due to increased demand for topical anti-inflammatory products, but the company maintains a unique advantage with its multi-target Tibetan medicine formulations [4] - The company’s strategic focus on brand recognition and product differentiation supports its market leadership [6] Future Outlook - The company plans to enhance its cash flow management through improved receivables management and expanded financing channels to support business growth and R&D investments [5] - The ongoing construction of the pharmaceutical industrial base is on track, with production licenses being obtained for various formulations [4]
奇正藏药成立30周年 董事长刘凯列发布公开信
Zheng Quan Ri Bao· 2025-08-25 06:34
Core Viewpoint - The letter from the chairman of Qizheng Tibetan Medicine marks the 30th anniversary of the company, highlighting its journey and commitment to the modernization of Tibetan medicine through innovation, inheritance, and integration [1][3]. Group 1: Company Development - Qizheng Tibetan Medicine was established in 1995 and has achieved three significant milestones: being the first company to settle in Tibet for poverty alleviation, listing on the Shenzhen Stock Exchange as the first Tibetan medicine stock, and becoming a leading enterprise in the modernization of Tibetan medicine [1][3]. - The company has maintained a double-digit annual revenue growth over the past 30 years, attributed to its focus on innovation, inheritance, and integration [1][3]. Group 2: Innovation - The company emphasizes the development of effective products, such as pain relief patches and capsules, utilizing modern formulation technologies to enhance stability and convenience [2][4]. - Qizheng has expanded its product range to cover eight therapeutic areas, including respiratory, digestive, cardiovascular, neurological, skin, gynecological, and pediatric treatments [2][4]. Group 3: Inheritance - The company prioritizes the authenticity of its products by establishing connections with contemporary Tibetan medicine masters and supporting the education and development of Tibetan medicine [4]. - Initiatives include the establishment of a traditional Tibetan medicine inheritance center, construction of Tibetan hospitals, and funding for grassroots Tibetan medical clinics [4]. Group 4: Integration - Qizheng promotes Tibetan medicine through evidence-based research, aiming to include its products in national health insurance and essential drug lists, thereby enhancing treatment options for doctors and patients [4]. - The company has developed a comprehensive sales strategy that includes various channels such as tiered medical services, grassroots medical care, retail, B2C, and commercial sales [4].
奇正藏药2025年中报简析:营收净利润同比双双增长
Zheng Quan Zhi Xing· 2025-08-23 22:58
Financial Performance - The company reported a total revenue of 1.175 billion yuan for the first half of 2025, representing a year-on-year increase of 16.36% [1] - The net profit attributable to shareholders reached 358 million yuan, up 10.04% year-on-year [1] - The gross margin was 82.19%, an increase of 0.37% compared to the previous year, while the net margin decreased by 5.56% to 30.59% [1] - The total of selling, administrative, and financial expenses was 581 million yuan, accounting for 49.42% of revenue, a decrease of 4.76% year-on-year [1] - Earnings per share increased by 9.98% to 0.68 yuan, and operating cash flow per share surged by 991.52% to 0.92 yuan [1] Cash Flow and Receivables - Accounts receivable increased by 43.87% to 480 million yuan, attributed to the credit policy and unexpired collection periods [3] - The net cash flow from operating activities saw a significant increase of 993.71%, mainly due to an increase in bank acceptance bill discounts [3] - The net cash flow from investing activities decreased by 188.2%, due to a reduction in the redemption of financial products [3] Market and Product Strategy - The company is optimistic about the growth potential of its main product, the pain-relief patch, driven by an aging population and the increasing prevalence of chronic diseases [5] - The company plans to expand its product portfolio in the skeletal muscle pain relief sector, focusing on products like Bai Mai Ointment and Ruyi Zhenbao Tablets, which are part of key national research projects [6] - The company aims to enhance its marketing strategy by strengthening its sales channels, including online and offline retail, and focusing on academic and brand marketing to increase brand influence [8][9] Business Model and Future Outlook - The company operates with a multi-product strategy and aims to cover various medical fields, leveraging the unique therapeutic advantages of Tibetan medicine [7] - The long-term vision is to create sustainable value in the traditional medicine sector while expanding into respiratory, neurological, pediatric, and digestive health products [7] - The company emphasizes compliance and academic-driven marketing to enhance product clinical value and competitiveness [9]
奇正藏药上半年业绩报喜 中期分红拟每10股派2.2元
Quan Jing Wang· 2025-08-23 08:20
Group 1 - The company reported steady growth in its operating performance, achieving revenue of 1.175 billion yuan, a year-on-year increase of 16.36% [1] - Operating profit reached 419 million yuan, reflecting a year-on-year growth of 14.42%, while net profit attributable to shareholders was 358 million yuan, up 10.04% year-on-year [1] - The company plans to distribute a cash dividend of 2.20 yuan (including tax) for every 10 shares to all shareholders [1] Group 2 - The company is guided by a strategic framework of "dual-wheel drive, dual-wing leadership, and dual-foundation assurance," resulting in significant marketing effectiveness across multiple products [1] - Core products in the musculoskeletal system, such as pain relief patches, have maintained market share, while new growth points have emerged from products like Baimai ointment and Ru Yi Zhen Bao tablets [1] - The company has made breakthroughs in core capability construction, optimizing marketing systems and channel efficiency, and advancing smart manufacturing systems as planned [1] Group 3 - In terms of corporate governance, the company focuses on long-term value creation, standardized governance, and professional operations, aiming for a "100 billion yuan Tibetan medicine" strategic goal [2] - The company has been recognized with titles such as "National Civilized Unit" and "Advanced Collective in the National Industrial and Information System" during the reporting period [2] - The company ranked in the top 26 of the "2025 China Traditional Chinese Medicine R&D Strength Ranking" and was listed in the "2025 Golden Bee Corporate Social Responsibility China List" [2]
奇正藏药:上半年净利润同比增长10.04% 拟10派2.2元
Core Insights - The company reported a revenue of 1.175 billion yuan for the first half of 2025, representing a year-on-year growth of 16.36% [1] - The net profit attributable to shareholders reached 358 million yuan, with a year-on-year increase of 10.04% [1] - The basic earnings per share stood at 0.6756 yuan [1] - The company plans to distribute a cash dividend of 2.2 yuan per 10 shares (including tax) [1] Business Performance - The market share of the company's pain relief patches has been consistently solidified, providing stable support for overall business growth [1] - Products such as Baimai Ointment, Ruyi Zhenbao Tablets, and Qingpeng Ointment have also contributed new growth points [1]
奇正藏药:公司的核心产品消痛贴膏功能主治为活血化瘀
Zheng Quan Ri Bao Wang· 2025-08-07 10:41
Core Viewpoint - The company, Qizheng Tibetan Medicine, highlighted its core product, the Pain Relief Patch, which is designed for various pain relief applications, including acute and chronic injuries, joint pain, and other related conditions [1] Product Functionality - The Pain Relief Patch is indicated for promoting blood circulation, reducing swelling, and alleviating pain [1] - It is specifically used for conditions such as sprains, contusions, bone hyperplasia, rheumatic pain, stiff neck, shoulder periarthritis, lumbar muscle strain, and chronic pain [1] - The product is effective in relieving joint pain [1]