浙江诚意药业股份有限公司与钱塘区医药港并无直接合作，但公司与医药港的中科院杭州医学所、浙江 大学智能创新药物研究院、中科药科大创新药物研究生院等都在合作甚至深度绑定。 对于钱塘区的AI+生物医药发展，罗飞跃认为已经有一定基础，浙江大学智能创新药物研究院走在了国 内前沿，甚至在国际上也有一定的成就，"原来我们把AI作为一个辅助工具，实际上他们已经在推动 AI+生物医药从工具应用到了范式革命"。罗飞跃称。 根据杭州医药港官微，在"AI+生物医药"领域，钱塘已初步形成"AI靶点发现—自动化实验—数字临 床"的产业闭环雏形，浙大智能创新药物研究院、辉瑞智慧医疗创新中心等高能级平台相继落地。 根据罗飞跃观察，钱塘区AI技术不仅在化学药物、生物小分子甚至中医药上都已经很深入。 浙江诚意药业股份有限公司主打品牌之一是盐酸氨基葡萄糖，是用于治疗和预防全身骨关节炎的不可替 代的药品，目前公司的原料和制剂在国内是最大的生产商和销售商。 "钱塘区定位是医药港，经过几年的发展，已经不单单是招商引资性质的，实际上生态已经很成熟，升 级到生物医药创新引领的新阶段。"浙江诚意药业股份有限公司副总经理罗飞跃对智通财经称。 12月23日，"生 ...

Core Viewpoint - Chengyi Pharmaceutical is committed to achieving a market value of 10 billion and becoming a century-old enterprise, focusing on three development directions: marine medicine, biomedicine, and traditional Chinese medicine [1] Group 1: Strategic Direction - The company is advancing key projects centered around the production of 2,000 tons of glucosamine raw materials and 1,000 tons of super fish oil, aiming for a strategic transformation from generic drugs to innovative drugs [1] - Chengyi Pharmaceutical is enhancing its full industry chain layout from food and health products to pharmaceuticals, driving high-quality development [1] Group 2: Product Development - The company has established a systematic marine drug development platform, integrating existing resources and expanding its product line to include high-purity EPA [1] - The infrastructure for the health industry park has been fully completed, and the ethyl ester soft capsule of EPA has received approval from the National Medical Products Administration [2] Group 3: Financial Performance - The joint drug segment has maintained an annual growth rate of over 10% since winning the national procurement bid in 2020, with revenue reaching 492 million yuan in the first three quarters of 2025, a significant increase of 42.23% year-on-year [2] - Glucosamine capsules, as a core product, continue to drive stable performance for the company [2] Group 4: Market Dynamics - The growth of joint drugs is supported by several factors, including the leading market position of glucosamine products, increased market coverage due to procurement, and enhanced brand awareness through marketing activities [2] - The demand for joint drugs is expected to continue growing due to an aging population and increasing health awareness [2][3]

Group 1 - The A-share market saw active performance in marine biopharmaceutical concept stocks, with companies like Chengyi Pharmaceutical, Haiwang Biological, and Dongfang Ocean hitting the daily limit up [1] - The Central Financial Committee emphasized the promotion of a unified national market and the high-quality development of the marine economy [1] - Chengyi Pharmaceutical, as the first listed company in Zhejiang focusing on marine biopharmaceuticals, has a revenue share of nearly 70% from this sector [1] Group 2 - Chengyi Pharmaceutical is leveraging its core businesses of glucosamine and fish oil to establish a strong presence in the marine biopharmaceutical field [1] - The company's key product, hydrochloride glucosamine, is derived from chitin sourced from crab and shrimp shells, offering unique advantages such as being all-natural and additive-free [1] - Chengyi Pharmaceutical has developed a full-chain integration advantage in glucosamine products, from raw material extraction to production [1] Group 3 - Dongfang Ocean is also gaining market attention, focusing on marine seed breeding, aquatic product processing, and biotechnology [2] - The company has established a leading position in sea cucumber farming and fish seed breeding, collaborating with institutions like the Chinese Academy of Sciences and Ocean University of China [2] - Dongfang Ocean is advancing its health industry development by establishing platforms for immune technology, mass spectrometry, molecular technology, and third-party medical testing laboratories [2]