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【财经分析】本轮中药材价格回调非个别品类 市场低位煎熬是何症结?
Xin Hua Cai Jing· 2025-09-29 08:56
新华财经昆明9月29日电(记者陈永强、张新新)进入9月下旬,全国中药材主产区陆续迎来产新季。随 着当归、黄芪、党参等大宗品种新货集中上市,市场供应量显著增加,供需格局转向宽松,中药材价格 整体延续下行趋势。多位行业专家指出,在前期高价刺激下种植面积大幅扩张,叠加政策调控与资本退 潮等因素,中药材市场正经历一轮深度调整,本轮价格回调已非个别品类波动,预计价格低位态势短时 间内还将持续。 主产区行情走弱整体价格创近年新低 一方面,中成药企业面临国家集采压力,利润空间被压缩,采购策略趋于保守。以湖北、山东等地开展 的中成药集采为例,中标产品平均降价30%至50%,倒逼生产企业严格控制原料成本,压价采购成为常 态。另一方面,中药饮片行业受临床使用限制等因素影响,医院端用量增长缓慢。政策红利尚未充分传 导至消费终端,市场需求恢复滞后于供给扩张。 此外,资本炒作退潮亦加速价格"跳水"。过去几年,猫爪草、款冬花、紫河车等小众药材成为投机标 的,价格脱离基本面疯狂上涨。然而,随着监管趋严、资金撤离,这些品种迅速回归理性。例如,猫爪 草从2024年初的每公斤1200元暴跌至目前约每公斤110元,跌幅超90%;款冬花亦从2023 ...
光耀太行·红土巨变 | 浑源:北岳灵秀厚植“千年芪乡
Yang Guang Wang· 2025-09-22 08:08
Core Viewpoint - The article highlights the development and transformation of Hunyuan County, a revolutionary old area in Shanxi Province, focusing on its cultural heritage, agricultural industry, and tourism potential, particularly through the cultivation of Astragalus (Huangqi) and the local凉粉 (liangfen) industry [2][12]. Group 1: Agricultural Industry - Hunyuan County is recognized as the "Hometown of Huangqi" with a significant focus on the cultivation and processing of Huangqi, which has a total annual industrial output value of 1.5 billion yuan [4]. - The county has approximately 30,000 Huangqi farmers cultivating on 280,000 acres, with the entire Huangqi industry chain generating an annual output value of 1.5 billion yuan [4][3]. - The Huangqi production base covers 3,500 acres, producing only 20% of the annual sales, with the remaining 600 tons sourced from local farmers [4]. Group 2: Cultural and Tourism Development - Hunyuan County boasts rich cultural and historical resources, including 488 immovable cultural relics, with 7 being national treasures, enhancing its tourism appeal [12]. - The county's tourism saw a significant increase in 2024, with 5.6782 million visitors, a growth rate of 46.52%, and a total revenue of 1.847 billion yuan, marking a 61.31% increase [15]. - The establishment of the Huangqi Museum, the only one of its kind in the country, showcases the development of Huangqi and serves as a cultural symbol for Hunyuan [7]. Group 3: Local Food Industry - The liangfen industry in Hunyuan has over 200 enterprises and individual vendors, with more than 800 liangfen stalls during the summer, employing over 10,000 people [8]. - Hunyuan has invested in a liangfen cultural park to enhance the industry, integrating production, health, tourism, and cultural experiences [11]. - The local liangfen brands are gaining national recognition, with efforts to develop new products like seabuckthorn liangfen and Huangqi liangfen [11].
传承红色基因 续写英雄故事(铭记历史 缅怀先烈)
Ren Min Ri Bao· 2025-09-02 23:56
Group 1 - The article highlights the historical significance of the Daqingshan Revolutionary Martyrs Cemetery, which commemorates 1,202 martyrs who sacrificed their lives in the region during the anti-Japanese war [2] - The local government has transformed the static preservation of red resources into dynamic transmission of revolutionary spirit through systematic renovations and innovative cultural tourism integration, attracting over 90,000 visitors annually to the "Qingshan Fenghuo" red study route [2] - The article emphasizes the importance of preserving and sharing stories of local heroes and their contributions to the anti-Japanese resistance, as seen through the efforts of local residents who collect and narrate these historical accounts [3] Group 2 - The agricultural sector in Wuchuan County has a long history of medicinal herb cultivation, particularly Astragalus, which was used to treat injured soldiers during the war. The current scale of Astragalus cultivation has reached 30,000 acres, with a focus on modern farming techniques [4] - The local government supports the agricultural industry through insurance and technical guidance, which has led to successful commercialization and export of Astragalus products, including slices and tea [4] - The establishment of agricultural cooperatives and multiple cultivation bases has contributed to the economic development of the region, with individual farmers like Zhu Mingxian earning significant income from their harvests [4]
甘肃通渭:多元产业铺就增收振兴路
Zhong Guo Fa Zhan Wang· 2025-08-18 14:03
Group 1: Livestock Industry - Tongwei County focuses on upgrading agricultural structure through livestock farming, aiming to expand cattle and sheep farming while stabilizing pig and poultry production [2] - The establishment of a grass-livestock circular industry park promotes integrated development of breeding, processing, and sales [2] - The local market for livestock has seen a transaction volume exceeding 60 million yuan, with a new slaughterhouse and meat storage facility set to enhance processing capabilities [2] Group 2: Fruit and Vegetable Industry - The county has achieved significant yields in highland summer vegetables, with local peppers yielding 8,000 to 10,000 pounds per acre, generating net incomes of approximately 3,000 yuan [3] - A cooperative model has been implemented to enhance apple production, with 36,000 acres of orchards generating an annual output value of 130 million yuan [3] - The vegetable planting area has reached 80,000 acres, with an annual production value exceeding 800 million yuan, supported by cold storage and logistics facilities [3] Group 3: Traditional Chinese Medicine Industry - Tongwei County has a robust traditional Chinese medicine sector, with 350,000 acres dedicated to medicinal herbs, generating an estimated annual output of over 160,000 tons and a total industry value of 3.3 billion yuan [4] - Recent investments in the industry include 19 projects worth 3.19 billion yuan aimed at enhancing the processing and development of traditional medicine [4][5] - The county is also integrating traditional medicine with wellness tourism, planning to launch over five health products this year with a projected output value exceeding 20 million yuan [5] Group 4: Renewable Energy Sector - The county is developing a wind power project with an investment of 560 million yuan and a capacity of 100 MW, expected to generate 200 million kWh annually [6] - Total installed renewable energy capacity in Tongwei County has reached 1.4624 million kW, making it a significant clean energy production base in Gansu [6] - The county is also investing in energy storage solutions to stabilize power supply, including a 100 MW/400 MWh independent storage project [6] Group 5: Textile and Apparel Industry - The textile and apparel sector is becoming a key driver of employment and economic growth, with several companies achieving significant production outputs [7][8] - A new garment industrial park has been established with an investment of 55 million yuan, aiming to produce over 5 million garments annually and create more than 1,500 stable jobs [8] - The apparel industry has generated over 400 million yuan in output value in the first half of the year, providing employment opportunities for over 2,000 individuals [8]
航空物流加速度让“甘味”乘云破茧越九州
Core Viewpoint - The collaboration between Gansu Civil Aviation Logistics Company and Shenzhen Airport Logistics Development Company marks a significant advancement in air logistics, enhancing the distribution of Gansu's specialty agricultural products to coastal cities and beyond [1][2]. Group 1: Growth in Air Logistics - Gansu's specialty agricultural products transported via air cold chain increased by 47% year-on-year, with the freshness delivery rate for perishable items reaching 98% [1]. - The introduction of a "land-air combined transport + temperature-controlled traceability" model has upgraded the air logistics system, allowing for personalized storage and transportation needs [2]. Group 2: International Market Access - Gansu's traditional medicinal herbs can now reach European markets within 72 hours via Shenzhen's intercontinental cargo routes, improving delivery speed by over five times compared to traditional sea transport [2]. - The establishment of a professional cold chain distribution center in Lanzhou New Area supports the diverse temperature requirements for different products [2]. Group 3: Future Plans and Expansion - The next steps include launching dedicated cargo flights to major cities like Guangzhou and Shanghai, and exploring the integration of cross-border e-commerce with air logistics [3]. - The goal is to achieve an air transport volume of over 100,000 tons of Gansu specialty agricultural products within three years, establishing a "golden channel" for rural revitalization [3].
【铭记历史 缅怀先烈】内蒙古武川:昔日马背杀敌 今日红色沃土展新颜
Yang Shi Wang· 2025-07-25 11:42
Core Viewpoint - Wuchuan County in Inner Mongolia has transformed its economy by leveraging its historical significance as a base for anti-Japanese guerrilla warfare, focusing on特色农牧业 (specialized agriculture and animal husbandry) and red tourism, leading to improved living standards for its residents [1][2] Group 1: Historical Significance - Wuchuan County was a core area for the Daqingshan anti-Japanese guerrilla base, where a force of over 2,300 troops established operations in 1938, conducting over 500 battles against Japanese and puppet forces from 1938 to 1942 [1] - The region's historical legacy is being preserved and promoted through the establishment of the Daqingshan anti-Japanese guerrilla base site tourism area, which is expected to attract over 800,000 visitors and generate a total tourism expenditure of 130 million yuan in 2024 [1] Group 2: Economic Development - Since the 18th National Congress of the Communist Party, Wuchuan County has developed特色种植 (specialized planting) and畜牧养殖 (animal husbandry) industries, achieving poverty alleviation in 2019 [1] - The county has approximately 30,000 acres of astragalus (黄芪) cultivation, with a production value exceeding 100 million yuan, and has implemented precision management measures such as drip irrigation to enhance the industry [2] - Wuchuan County has also cultivated other specialized agricultural products like oats, quinoa, and meat sheep, achieving an 81% processing conversion rate for major agricultural and livestock products, thereby increasing farmers' income [2]
包头土右旗双擎记:储下绿电千兆 流转药香万里
Nei Meng Gu Ri Bao· 2025-07-18 10:48
Group 1: Energy Storage Projects - The "Baotou Weijun 200,000 kW/1,200,000 kWh grid-side independent energy storage station" is under construction, with a total investment of 900 million yuan and an area of 133 acres [3] - The energy storage system will utilize a long-life lithium iron phosphate technology developed by Guoxuan High-Tech, expected to be completed by the end of this year [3] - By 2025, the region aims to attract five industry leaders to jointly develop a 150,000 kW/900,000 kWh grid-side independent energy storage super project [3] Group 2: Traditional Chinese Medicine Industry - The construction of a smart traditional Chinese medicine industrial park by Inner Mongolia Hengli Logistics is underway, with an investment of 165 million yuan [5] - The first phase of the project is expected to generate an annual transaction volume of 1.5 billion yuan and create 200 new jobs [5] - The second phase, focusing on deep processing of medicinal slices, aims to process over 100,000 tons annually, positioning the region as a major hub for traditional Chinese medicine in Inner Mongolia [5] Group 3: Regional Economic Development - The projects in the region are not merely construction efforts but are seen as key drivers for technological advancement in energy consumption and the transformation of traditional medicine resources into economic benefits [5] - The energy storage and smart medicine projects are expected to enhance regional competitiveness and economic upgrading [5]
第六届中国(甘肃)中医药产业博览会将于甘肃定西举行
Zhong Guo Jing Ji Wang· 2025-07-18 09:53
Group 1 - The sixth China (Gansu) Traditional Chinese Medicine Industry Expo will be held from August 23 to 25 in Longxi County, Dingxi City, Gansu Province [1] - The theme of the expo is "Inheritance, Innovation, Open Sharing, Promoting High-Quality Development of Traditional Chinese Medicine," focusing on marketization, specialization, and internationalization [2] - The expo will feature 10 activities, including an opening ceremony, policy interpretation, and forums on various topics related to the development of traditional Chinese medicine [2] Group 2 - Gansu Province is a significant birthplace of traditional Chinese medicine and aims to build a trillion-yuan industry cluster, with the total scale of the traditional Chinese medicine industry chain expected to reach 97.2 billion yuan in 2024 [3] - The province's traditional Chinese medicine resources are characterized by high quality and rich variety, with a stable planting area of over 2 million acres and a total output of 500,000 tons, ranking first among prefecture-level cities in China [2] - Key traditional Chinese medicinal materials such as Angelica, Astragalus, and Codonopsis have significant planting areas, accounting for 60%, 40%, and 20% of the national total, respectively [2]
甘肃安定:深化集体林权改革 激发乡村振兴新动力
Core Insights - Gansu Province's Dingxi City Anding District is leveraging collective forest rights reform to develop industry alliances in forestry, including seedling, medicinal plants, and beekeeping, transitioning from individual efforts to collaborative development [1] - The introduction of "forest tickets" as a financial instrument aims to enhance the liquidity of forest resources and facilitate the quantification of forest rights, thereby connecting small forest farmers with modern forestry practices [1] - By 2025, Anding District plans to cultivate 11,000 acres of economic forest fruit, focusing on under-forest planting and tourism, while also enhancing ecological forestry and establishing a combined planting and breeding system [2] Group 1 - The Anding District has created 1,053 quantified plots covering 482,300 acres, involving 216 village-level cooperatives and 45,000 households, with 480,000 shares quantified [1] - The district has issued 19 forest tickets representing 27,000 shares in Chankou Town, promoting the financialization of forest resources [1] - The district's strategy includes a partnership model of "enterprise + cooperative + base + farmer" to drive the development of three major industry alliances: beekeeping, medicinal plants, and seedlings [1] Group 2 - The planned economic forest fruit cultivation includes 2,195 acres of various fruit trees and 830 acres of under-forest seedlings, alongside 2,400 acres of under-forest planting of medicinal herbs [2] - The district aims to improve 5,000 acres of ecological forests and develop a mixed farming system with poultry, rabbits, and bees, incorporating ecological breeding methods [2] - Infrastructure development will include a picking garden, experiential farming area, and wellness facilities, creating a new model of integrated industry development [2]
邮储银行甘肃省分行助力“千年药乡”解锁中药材产业“致富密码”
Core Viewpoint - Gansu Province's Min County, known as the "thousand-year medicinal herb town," leverages its unique natural conditions to promote the development of traditional Chinese medicine (TCM) and rural revitalization through financial support from Postal Savings Bank [1][3]. Company Overview - Gansu Jiuzhou Tianrun Traditional Chinese Medicine Industry Co., Ltd. has evolved into a key provincial agricultural industrialization enterprise, integrating planting, processing, sales, and research of medicinal herbs [1]. - The company operates a standardized planting base of 32,000 acres and a GMP-standard processing workshop of 12,000 square meters, focusing on products like Angelica, Astragalus, and Codonopsis [1]. Financial Support and Collaboration - Postal Savings Bank's Gansu branch provided a flexible financing solution tailored to the company's needs, allowing for a three-year revolving credit line to alleviate financial pressure during the peak medicinal herb purchasing season [1][2]. - The bank's proactive approach included on-site contract signing in Wuhan, demonstrating commitment to customer service and fostering a stable long-term partnership [2]. Industry Development - The company employs a "company + cooperative + farmer" model, supporting the development of the medicinal herb industry across eight surrounding towns, maintaining a leading market share in the Northwest region for its key products [2]. - Min County has established itself as the largest base for Angelica cultivation in China, with the Angelica trading volume accounting for approximately 80% of the national total and a green standardized planting rate of over 85% [2]. Financial Integration with Rural Revitalization - Postal Savings Bank's Gansu branch is committed to integrating finance with rural industry revitalization, addressing the financial needs of enterprises at different stages and promoting local economic growth [3]. - The bank aims to resolve financing difficulties for both medicinal herb growers and sellers, transforming traditional resources into significant economic benefits for the local community [3].