炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：证券之星 近两年，华东医药（000963.SZ）、佐力药业（300181.SZ）围绕"百令"系列的专利战颇受关注。近日， 浙江省高级人民法院作出一审判决，这场涉案金额超1.11亿元的诉讼，以华东医药全资子公司杭州中美 华东制药有限公司（以下简称"中美华东"）的全面败诉告终。 证券之星注意到，这场从"潜在盟友"到法庭对手的恩怨纠葛，不仅揭开了两家药企围绕发酵冬虫夏草菌 粉制剂的市场博弈，更让曾经由华东医药独霸的30亿级赛道，因佐力药业的加速扩局迎来重构时刻。面 对败诉结果，华东医药宣布将提起上诉，这场关乎市场话语权的争夺战仍在继续。 01． 一审驳回全部诉求，1.11亿索赔落空 这起备受医药行业关注的专利侵权诉讼，核心聚焦于发酵冬虫夏草菌粉及其制剂的发明专利权归属。 时间线回溯至2024年1月，彼时华东医药全资子公司中美华东一纸诉状将佐力药业控股子公司青海珠峰 冬虫夏草药业有限公司（以下简称"珠峰药业"）、青海珠峰冬虫夏草原料有限公司（以下简称"珠峰原 料"，珠峰药业少数股东之实际控制人家族控制的企业）、杭州华东武林大药房有限公司告 ...

Core Viewpoint - The article discusses the patent dispute between two listed pharmaceutical companies, Huadong Medicine and Zhaoli Pharmaceutical, focusing on the core ingredient of the Bailing capsule, which has historically generated significant sales revenue for Huadong Medicine [5][8]. Group 1: Patent Dispute Details - The lawsuit centers on the patent rights of fermented Cordyceps sinensis powder, which is the main ingredient in the Bailing capsule, previously a unique product for Huadong Medicine with annual sales exceeding 3 billion yuan [8][12]. - Huadong Medicine filed a lawsuit against Zhaoli Pharmaceutical and its subsidiaries, claiming infringement of its patent rights and seeking approximately 1.11 billion yuan in damages [11][12]. - The Zhejiang High Court ruled against Huadong Medicine in the first instance, dismissing all claims and ordering it to bear over 590,000 yuan in court fees [13][14]. Group 2: Market Competition - The competition between Huadong Medicine and Zhaoli Pharmaceutical is intensifying, with both companies nearly splitting the market for Bailing products [8][17]. - Huadong Medicine's Bailing capsule was a major product, achieving sales of over 3 billion yuan in 2019, but faced a decline in sales due to price reductions after being included in the medical insurance directory [17][18]. - Zhaoli Pharmaceutical, through acquisitions, has positioned itself in the Bailing market, with its Bailing tablet generating revenue of 2.02 billion yuan in 2023, down 21.23% from the previous year due to competitive pressures [18][19]. Group 3: Future Outlook - Zhaoli Pharmaceutical aims to grow its Bailing series into a 1 billion yuan product line, with expectations of increased revenue as the product gains market traction following its recent approval [19]. - As of December 16, 2023, Huadong Medicine's market capitalization was approximately 69.1 billion yuan, while Zhaoli Pharmaceutical's was around 11.9 billion yuan, indicating a significant disparity in market valuation [19].