"你点我检"情况公示 为充分发挥公众在药品安全监管中的参与和监督作用，构建药品安全社会共治格局，省药监局组织开展了"药品安全 你点我检"活动，根据投票数确定9批 次抽检品种并组织检验，检验结果均符合规定，现将抽检结果予以公示。 陕西省药品监督管理局 2025年12月18日 "你点我检"检验结果 | 序 药品品名 号 | 标示生产企业名称 | 药品规格 | 生产批号 | 检品来源 | 检验依据 | 检查 | 检验机构 | 备 注 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 结果 | 名称 | | | 1 盘龙七片 | 陕西盘龙药业集团 | 无 | 20250501 | 陕西海通医药有限公司 | 《卫生部药品标准》中药成 | 符合 | 陕西省食品药品 | | | 股份有限公司 | | | | | 方制剂第二十册 | 规定 | 检验研究院 | | | 2 小柴胡颗粒 | 九寨沟天然药业股 | 每袋装10克 | 2410011 | 陕西海通医药有限公司 | 《中国药典》2020年版一部 | 符合 | 陕西省食品药品 | ...

外，盘龙药业也在积极推进多项在研品种的布局，以丰富产品管线。 面对行业周期性波动，盘龙药业通过构建覆盖"药材种植—药品研发—生产制造—商业配送"的全产业链 体系，有效提升了自身的抗风险能力。吴杰表示，盘龙药业三季度销售收入实现两位数增长，体现了这 一模式在不确定环境下的韧性。他进一步强调，企业必须主动适应医保支付改革、集采常态化及行业监 管趋严等趋势，在坚持合规经营的基础上，主动寻找新发展机遇。 展望未来一至两年，吴杰认为，医药行业的发展将围绕创新、合规和临床价值这三大主线展开。这一判 断基于以下几个方面：其一，老龄化社会带来的医疗健康刚性需求，构成了行业长期发展的底层逻辑； 其二，全民健康意识持续提升，健康消费呈现年轻化、常态化的新趋势；其三，国家持续出台鼓励创新 药研发的政策支持，为企业布局长远发展注入信心与底气。 盘龙药业明确提出"一体两翼三纵深"发展战略，即以创新为引领，同步推进营销体系变革与产业链纵深 整合。在营销布局上，盘龙药业构建"口服+外用""院内+院外""传统剂型+高端剂型"相结合的产品矩 阵，并积极拓展第三终端市场，着力打造"线上+线下"融合的营销体系。目前，盘龙药业已组建起一支 年轻化、 ...

Product Strategy - The company focuses on a development strategy termed "one body, two wings, three depths," emphasizing orthopedic chronic diseases as the main body and integrating brand commercialization and traditional Chinese medicine innovation [3] - A diverse product matrix is being constructed, including over 100 varieties across 12 functional categories, with a strong emphasis on the proprietary product "Panlong Seven Tablets" [3][6] - The company is committed to continuous innovation in the health sector, with a focus on both existing drug business and long-term health trends [3] AI and Innovation - The company is actively engaging in AI-driven innovation in pharmaceuticals, collaborating with research institutions to build a comprehensive database for traditional Chinese medicine [4] - Plans include significant investment in regional medicinal data initiatives, particularly focusing on the "Seven Medicines" unique to Shaanxi [4] Marketing and Distribution - The company has established a dual-channel marketing network covering over 20,000 grassroots medical institutions and more than 30,000 retail pharmacies [5] - A multi-faceted marketing model integrates product promotion, academic innovation, and brand building to enhance product recognition and clinical acceptance [5] - The inventory management system ensures stable channel inventory and smooth turnover for core products [5] Product Development - The core product "Panlong Seven Gel Patch" is in clinical trials and aims to complement the oral product "Panlong Seven Tablets" for a synergistic effect in orthopedic treatments [6] - The company is advancing multiple research projects, including innovative traditional Chinese medicines and high-end formulations, to establish a robust product pipeline for sustainable growth [6]

Group 1 - The implementation plan aims to enhance the adaptability of supply and demand in consumer goods, with a goal to optimize the supply structure by 2027, creating three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots [1][3] - By 2030, a high-quality development pattern characterized by positive interaction between supply and consumption is expected to be established, with a steady increase in the contribution of consumption to economic growth [1][3] Group 2 - The plan outlines 19 key tasks across five areas: accelerating the application of new technologies and models, expanding the supply of distinctive and new products, precisely matching the needs of different demographics, cultivating new consumption scenarios and business formats, and creating a favorable development environment [3][4] - Emphasis is placed on accelerating innovation in key industries such as smart connected vehicles, smart home products, consumer electronics, modern textiles, food, and green building materials, with initiatives to develop flagship products and innovative enterprises [3][4] - The plan encourages the development of leisure and sports products, focusing on new demands from event economies, outdoor activities, and winter sports, while promoting high-quality sports equipment [3][4] - Support for health product innovation includes enhancing the research and development of health foods and special dietary foods, as well as recognizing traditional food production areas and local specialty food industries [3][4] Group 3 - The plan aims to expand the influence of historical classic products, supporting industries such as arts and crafts, traditional stationery, silk, tea, and traditional Chinese medicine, while promoting creative design competitions and the development of traditional craft innovation bases [4] - Companies like Zhejiang specialize in outdoor sports products and have developed a unique vertical integration supply chain, selling products to developed regions such as Europe and North America [4][5] - Nobon Co., a leader in differentiated water-jet non-woven fabrics, focuses on a full-chain growth strategy, enhancing its global supply position through technological upgrades and brand development [4][5] - Chuangyuan Co. operates in the cultural education and sports sectors, aiming to resonate with domestic markets through a diversified product matrix and an "IP + technology + cultural creativity" approach [5] - Pianlong Pharmaceutical has extensive experience in the traditional Chinese medicine sector, focusing on brand integration and collaborative innovation in the production of traditional Chinese medicine [5] - Joyful Intelligence leads in the recyclable packaging sector, offering comprehensive packaging solutions and promoting a leasing model to lower barriers for clients [5]

Group 1: Company Overview and Strategy - The company focuses on innovation in pharmaceuticals, adhering to a strategic framework of "one body, two wings, and three depths" to enhance its core competitiveness [2][4] - It has established a complete industrial chain covering standardized planting, production, research and development, sales, and logistics [3][4] Group 2: Research and Development Progress - In 2025, the company accelerated its R&D efforts, with key products like the improved traditional Chinese medicine "Panlong Qining Gel Patch" receiving clinical trial approval [3] - The company aims to achieve a "21355" target for major product cultivation, developing a diverse product ecosystem that includes both oral and external applications [3] Group 3: Main Products and Market Position - The leading product, "Panlong Qipian," has a market share of 7.73% in the traditional Chinese medicine market for musculoskeletal diseases [6] - "Panlong Qipian" is recognized as a unique patented product and has been included in multiple national clinical guidelines and expert consensus [5][6] Group 4: Marketing and Sales Strategy - The company has built a comprehensive marketing network across 30 provincial administrative regions, collaborating with over 650 commercial partners [6] - It has expanded its reach to over 30,000 retail pharmacies and 20,000 grassroots medical units, creating a dual-channel sales strategy [6] - The digital marketing strategy has improved user lifecycle management efficiency by 40% and marketing response speed by 60% [6]

Group 1: Product Strategy - The company focuses on key products such as the patented "Panlong Seven Tablets," which is part of a diverse portfolio covering 12 functional categories and over 100 product specifications [2] - The product range includes 19 dosage forms and 74 approved drug production numbers, along with health food and health products [2] - Future product development will emphasize functional health foods aimed at increasing bone density and other health benefits [3] Group 2: Marketing Network - The company has established a comprehensive marketing network covering over 5,000 tier-one medical institutions and more than 30,000 retail pharmacies [3] - Collaboration with over 650 commercial partners across 30 provincial administrative regions supports multi-category product sales [3] - The company is leveraging "Internet + Medicine" trends to enhance digital marketing and brand influence [3] Group 3: Traditional Chinese Medicine (TCM) Business - The company has completed the filing of 411 varieties of TCM granules, all approved by the National Medical Products Administration [3] - The company is actively advancing the listing of these products in 18 provinces, including major markets like Beijing and Shandong [3] - A combined model of self-operated teams and agents is being used to develop sales channels, focusing on key regions [3]

Group 1: Company Strategy and Product Development - The company is deepening its "one body, two wings, three depths" development strategy, focusing on orthopedic chronic diseases and enhancing product innovation in traditional Chinese medicine [2][4] - The product matrix includes over 100 varieties across 12 functional categories, with a strong emphasis on the patented product "Panlong Seven Tablets" [2][3] - The company has developed a dual-driven model of "medical and retail," covering over 5,000 medical institutions and 30,000 retail pharmacies nationwide [4][7] Group 2: Market Expansion and Policy Adaptation - The company is actively adapting to national essential medicine policies and has prepared for potential product inclusion in the essential medicine catalog, which could expand market coverage [5][6] - The company is exploring international market opportunities while strengthening its domestic presence through strategic partnerships and resource integration [6][7] Group 3: Research and Development Initiatives - The company has completed research and filing for 411 varieties of traditional Chinese medicine formula granules, with some products registered in 18 provinces [4][6] - The company is leveraging AI technology in drug development, focusing on building a database for traditional Chinese medicine to enhance research capabilities [6][8] Group 4: New Product Launches and Growth Potential - The company is advancing the development of "Loxoprofen Sodium Gel Patch," which is expected to complement existing products and create new growth opportunities [8] - The company is committed to continuous improvement in product quality and clinical value to maintain competitive advantages in a tightening regulatory environment [5][6]

Financial Performance - In the first three quarters of 2025, the company achieved revenue of 841 million CNY, a year-on-year increase of 17.37% [2] - The net profit attributable to shareholders reached 89.81 million CNY, with a slight year-on-year growth of 0.26% [2] - For Q3 2025, revenue was 267 million CNY, showing a year-on-year growth of 2.24%, while net profit was 29.67 million CNY, remaining stable compared to the same period last year [2] Market Coverage - The company has established coverage in over 5,000 grade A medical institutions and penetrated more than 30,000 retail pharmacies and 20,000 grassroots medical units [3] - A network of over 650 commercial partners has been established across 30 provincial-level administrative regions, enhancing sales channels [3] Product Strategy - The company is focusing on the "Health China 2030" strategy, integrating R&D, production, and quality control to enhance product offerings [3] - A comprehensive marketing management system has been developed, employing a differentiated strategy for various products and markets [3] - The company is actively expanding its presence in the "Internet + Medicine" sector, leveraging digital marketing platforms and partnerships with major e-commerce platforms [3] Inventory Management - Channel inventory from commercial companies to hospitals is maintained at under one month, ensuring smooth turnover of core product inventories [4] Herbal Formula Granules - The herbal formula granules business is a key growth area, with 411 product varieties successfully registered and approved by the National Medical Products Administration [5] - The company is progressing with the listing of 111 products in nine provinces and is working on a second batch of 100 products [5] Research and Development - The company is advancing the development of the "Panlong Seven" gel patch, a strategic product for treating rheumatic bone diseases, which has recently received clinical approval [6] - The R&D pipeline includes other innovative drugs and chemical generics, with ongoing clinical trials for various products [6]

Core Viewpoint - The company, Shanxi Panlong Pharmaceutical Group Co., Ltd., reported a steady growth in revenue and net profit for the first three quarters of 2025, driven by its strategic initiatives and expansion in traditional Chinese medicine [1][2]. Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 841 million yuan, representing a year-on-year increase of 17.37% [1]. - The net profit attributable to shareholders was approximately 89.81 million yuan, showing a slight increase of 0.26% year-on-year [1]. Business Strategy - The company is implementing a "one body, two wings, three depths" strategy, focusing on orthopedic chronic diseases and capitalizing on the aging population and rising health awareness [1]. - The left wing of the strategy emphasizes brand integration and commercial channel penetration to enhance terminal coverage, creating a dual-driven model of medical and retail [1]. - The right wing focuses on the collaborative innovation and upgrade of traditional Chinese medicine pieces and formula granules, aiming to modernize traditional Chinese medicine and establish a second growth curve for the company [1]. Growth Areas - The company has seen significant growth in its traditional Chinese medicine piece business, which has become a new profit growth driver [2]. - Future plans include expanding the scale of traditional Chinese medicine pieces and synergizing with other business segments to further enhance profitability [2].

Group 1: Financial Performance - The company achieved a revenue of 574.02 million yuan in the first half of 2025, representing a year-on-year increase of 118.44 million yuan, with a growth rate of 26.06% [14] - The net profit attributable to the parent company was 60.14 million yuan, showing a slight increase of 0.48 million yuan, with a growth rate of 0.81% [14] - The operating cash flow net amount decreased by 43.66% year-on-year, primarily due to increased inventory procurement payments [17] Group 2: Business Development and Strategy - The company has established a Traditional Chinese Medicine (TCM) formula granule business development center, completing the research and registration of 310 products, with approvals in 18 provinces [11] - The company is focusing on the "one body, two wings, three depths" strategy to expand its market share while enhancing profitability [3][6] - The company is actively pursuing the "Internet + medicine" strategy, enhancing digital marketing capabilities and collaborating with major e-commerce platforms [18][10] Group 3: Product and Market Insights - The revenue from TCM decoction pieces increased by 380.89% year-on-year, but the gross profit margin was only 3.49%, down 8.46% [5] - The company is addressing the low gross profit margin in the TCM decoction segment by expanding sales scale and reducing procurement costs [5][12] - The company is developing a diverse product ecosystem, including oral and external preparations, to strengthen its core competitiveness [15] Group 4: Investor Relations and Shareholder Value - The company maintains a dividend payout ratio of 17.6%, with plans to balance shareholder returns with long-term growth [4] - The company is committed to enhancing investor confidence through regular communication and transparent information disclosure [7] - The company is exploring share buybacks and other measures to stabilize market value [7] Group 5: Regulatory and Market Challenges - The company is adapting to stricter regulations in the TCM industry by enhancing compliance and quality management throughout the production process [13] - The impact of national medical insurance cost control and centralized procurement policies is being closely monitored, with strategies in place to mitigate potential effects [24] - The company is addressing the risks associated with rising prices of core raw materials by maintaining sufficient cash reserves and strategic procurement [21]