"孩子们，这就是蒸球化皮机，它的发明大大提升了熬胶效率……"夏日，东阿阿胶（000423）产业园区 的阿胶探秘长廊里，一群小学生正在讲解员引领下开展研学之旅，小眼睛里充满了好奇。 "叔叔阿姨，您知道阿胶的传统制作技艺有多少道工序吗？"另一边，一群银发长者正沿着参观步道进入 阿胶世界体验工厂，隔着玻璃可以看到阿胶、阿胶糕、复方阿胶浆等产品的生产过程。长廊中弥漫着浓 浓的胶香、枣香与中草药香味。 阿胶，中药瑰宝，滋补养生——不少消费者有这样的总体印象。但阿胶从何而来？一味中药如何拉动多 元产业？古老药材如何走进年轻消费者中间？日前，记者跟随国务院国资委新闻中心"走进新国企"采访 活动，走进东阿阿胶股份有限公司，感受老字号向新跃动的活力。 阿胶怎么吃？在较为费时耗力的熬胶之外，还能有创新解法吗？近年来，东阿阿胶推出"小金条"东阿阿 胶速溶粉，可以冲泡饮品、拌酸奶，满足年轻消费者随时随地"撒个胶"的需求。此外，与奈雪的茶联名 推出阿胶奶茶；推出即食饮品"锦上花"滋补生活茶；与迪士尼推出白雪公主联名套装……这让消费者看 到了阿胶的多种样态，也让人感叹"阿胶做出了国潮范儿"。 "产品即食化是通过技术创新来满足消费需求，实 ...

Group 1 - The core viewpoint of the articles highlights the rising popularity and market performance of traditional Chinese medicine (TCM) and related ETFs, driven by increasing health awareness among consumers and supportive government policies [1][2]. - The 中证中药指数 (CSI TCM Index) has shown a positive trend, with a 0.77% increase as of May 21, 2025, and significant growth in its constituent stocks, such as 红日药业 (Hongri Pharmaceutical) up by 6.41% [1]. - The 中药ETF (TCM ETF) has also performed well, with a 0.92% increase and a cumulative rise of 4.44% since May, indicating strong investor interest and market engagement [1]. Group 2 - The report from 国泰君安 (Guotai Junan) emphasizes that strong policy support is expected to drive high-quality development in the TCM sector, benefiting leading companies with resources, technology, and brand advantages [2]. - The CSI TCM Index includes major TCM companies, with the top ten stocks accounting for 55.71% of the index, indicating a concentrated market structure [2].

Group 1: Core Insights - The article highlights a significant shift in the health consumption behavior of young people, moving from passive to active consumption, and from selective to essential spending on health [1][2] - The "Z generation" is expected to become the dominant force in health consumption, driven by their increasing focus on health and wellness [2][3] Group 2: Trends in Health Consumption - Young consumers are increasingly favoring intelligent, convenient, personalized, and fashionable health products, indicating a new trend in health consumption [2][3] - The integration of technology in health products, such as smart health monitoring devices, is making health management a necessity rather than a luxury [3][4] Group 3: Cultural and Service Innovations - The fusion of traditional medicine with modern dietary trends is creating a new wave of health products that resonate with young consumers, such as herbal coffee and traditional health drinks [3][4] - Innovations in health services, including the use of virtual and augmented reality in fitness, are enhancing the convenience and accessibility of health-related activities for young people [4]

以下文章来源于饮品报 ，作者饮品报·饮Sir 饮品报 . 饮品报（DrinkNewspaper）属饮品B端头部新媒体，拥有超98W粉丝用户，专注提供奶茶、咖啡、茶、 甜品等在内的饮品行业资讯，覆盖商业模式、品牌观察、门店管理、创业项目推荐、业界报道、测评等 多维度。 这是新消费智库第 2 6 2 5 期文章 新消费导读 作者 ： 饮品报·饮Sir 编辑：竺天 审核： Single 来源： 饮品报 养生水狂奔，传统药方如何攻占年轻人的奶茶胃？ 当药柜与智能萃茶机并肩而立，一场酝酿多时的"养生"革命开始重构饮品版图。 浙江省中医院的乌梅汤上线半日卖出24万余帖，奈雪的茶联名阿胶奶茶全网曝光量突破10 亿次…… 锁定年轻人的"续命"焦虑，中式养生水成为饮品界的顶流 。体现在流量端，抖音 上，#中药奶茶#的相关话题获得7.6亿次播放量；微博上，关于#中式养生水#的多个话题引 发热议。 图源：媒体报道 流量在哪里，市场就在哪里。前瞻产业研究院发布的《2024中国中式养生水行业发展趋势 洞察报告》显示，2023年中国中式养生水市场规模增至4.5亿元，年增长率超过350%，预 计未来5年内年复合增长率将超过88%， 市场规 ...

长江商报记者注意到，近年来，东阿阿胶依托供应链数字化改造与聚焦高毛利产品，加快驴皮库存去 化，提升产能利用率，推动毛利率从2019年的47.57%升至2025年一季度的73.63%。 多产品线齐发力 延续高质量发展态势，滋补龙头东阿阿胶（000423）(000423.SZ)一季度实现"开门红"。 4月27日，东阿阿胶发布2025年一季报，报告期内，公司实现营收17.19亿元，同比增长18.24%；实现净 利润4.25亿元，同比增长20.25%。 对于业绩快速增长，东阿阿胶表示，一季度，在"药品+健康消费品"双轮驱动战略下，东阿阿胶核心产 品东阿阿胶块、复方阿胶浆及健康消费品线多元并举，继续保持良好发展态势。 业内人士认为，此次转让体现了东阿阿胶主动退出非核心医药流通领域，集中资源发展阿胶及衍生品主 业的决心，以强化稳固OTC第一大单品，滋补养生第一品牌地位。 近五年研发费7.87亿 公开资料显示，东阿阿胶于1996年7月上市，主要从事阿胶和阿胶系列及其他中成药等产品的研发、生 产和销售。 回顾其发展历程，2019年前，东阿阿胶的净利润曾连续12年保持增长。2018年，公司营收73.38亿元， 同比微跌0.46 ...