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<!DOCTYPE html>
<html lang="zh-CN" data-theme="night">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>中药概念深度行研报告</title>
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
<script src="https://cdn.tailwindcss.com"></script>
<style>
@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
body {
font-family: 'Noto Sans SC', sans-serif;
background-color: #0D0B14;
color: #E0E0E0;
overflow-x: hidden;
position: relative;
}
body::before {
content: '';
position: fixed;
top: -20%;
left: -20%;
width: 80vw;
height: 80vh;
background: radial-gradient(circle, rgba(147, 51, 234, 0.15) 0%, rgba(13, 11, 20, 0) 60%);
filter: blur(80px);
z-index: -1;
animation: move-glow-1 20s infinite alternate;
}
body::after {
content: '';
position: fixed;
bottom: -20%;
right: -20%;
width: 80vw;
height: 80vh;
background: radial-gradient(circle, rgba(59, 130, 246, 0.15) 0%, rgba(13, 11, 20, 0) 60%);
filter: blur(80px);
z-index: -1;
animation: move-glow-2 25s infinite alternate;
}
@keyframes move-glow-1 {
from { transform: translate(-10%, -10%) rotate(0deg); }
to { transform: translate(10%, 10%) rotate(45deg); }
}
@keyframes move-glow-2 {
from { transform: translate(10%, 10%) rotate(0deg); }
to { transform: translate(-10%, -10%) rotate(-45deg); }
}
.glass-card {
background: rgba(23, 23, 35, 0.5);
backdrop-filter: blur(20px);
border: 1px solid rgba(255, 255, 255, 0.1);
border-radius: 1.5rem; /* 24px */
transition: all 0.3s ease;
}
.glass-card:hover {
border-color: rgba(147, 51, 234, 0.5);
box-shadow: 0 0 30px rgba(147, 51, 234, 0.2);
}
.bento-grid {
display: grid;
gap: 1.5rem;
grid-template-columns: repeat(12, 1fr);
}
.bento-item {
grid-column: span 12;
}
@media (min-width: 768px) {
.bento-item-col-6 { grid-column: span 6; }
.bento-item-col-4 { grid-column: span 4; }
.bento-item-col-8 { grid-column: span 8; }
.bento-item-col-12 { grid-column: span 12; }
}
@media (min-width: 1024px) {
.bento-item-lg-col-3 { grid-column: span 3; }
.bento-item-lg-col-4 { grid-column: span 4; }
.bento-item-lg-col-5 { grid-column: span 5; }
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.bento-item-lg-col-8 { grid-column: span 8; }
.bento-item-lg-col-12 { grid-column: span 12; }
}
.text-glow {
text-shadow: 0 0 8px rgba(192, 132, 252, 0.8);
}
.table thead th {
background-color: rgba(147, 51, 234, 0.2);
color: #E0E0E0;
border-bottom: 1px solid rgba(255, 255, 255, 0.2);
}
.table tbody tr {
background-color: transparent;
transition: background-color 0.3s ease;
}
.table-zebra tbody tr:nth-child(odd) {
background-color: rgba(255, 255, 255, 0.03);
}
.table tbody tr:hover {
background-color: rgba(59, 130, 246, 0.2);
}
.accordion-item {
background: rgba(23, 23, 35, 0.7);
border: 1px solid rgba(255, 255, 255, 0.1);
border-radius: 1rem;
margin-bottom: 1rem;
}
.accordion-title {
color: #E0E0E0;
font-weight: 500;
}
.accordion-content {
color: #b0b0b0;
}
</style>
</head>
<body class="min-h-screen p-4 sm:p-6 lg:p-8">
<div class="max-w-7xl mx-auto space-y-8">
<!-- Header -->
<header class="text-center py-8">
<h1 class="text-4xl md:text-6xl font-bold bg-clip-text text-transparent bg-gradient-to-r from-purple-400 to-blue-400 text-glow">
中药概念 深度行研报告
</h1>
<p class="mt-4 text-sm text-gray-400">
北京价值前沿科技有限公司 AI投研agent“价小前投研” 呈现
</p>
<p class="text-xs text-gray-500 mt-1">本报告为AI合成数据投资需谨慎。</p>
</header>
<!-- Core Insight -->
<section id="insight" class="glass-card p-6 md:p-8">
<h2 class="text-2xl md:text-3xl font-bold mb-6 text-purple-300 border-l-4 border-purple-400 pl-4">核心洞察:从周期底部到结构性升级的价值重塑</h2>
<div class="space-y-6 text-gray-300">
<div class="p-4 border border-dashed border-gray-600 rounded-xl">
<p class="font-semibold text-lg text-white">核心观点摘要</p>
<p>中药概念正处在一个由<strong class="text-purple-300">政策强力驱动的、从周期性底部向结构性升级转型的关键拐点</strong>。其核心驱动力源于国家层面为解决中药质量、创新和产业现代化问题而推出的系统性顶层设计。未来,行业的增长潜力将不再是普涨,而是分化为<strong class="text-blue-300">品牌消费、科技创新和国企改革</strong>三大主线,具备全产业链控制力、研发实力和品牌护城河的企业将获得长期价值重估。</p>
</div>
<div>
<h3 class="text-xl font-semibold mb-3 text-white">概念事件与催化时间轴</h3>
<ul class="list-disc list-inside space-y-2 pl-2 text-sm">
<li><strong class="text-gray-100">背景 (2023-2024年中):</strong> 经历需求与库存的周期性波动,板块表现跑输医药整体,中药材价格高企压制毛利率,市场处于<strong class="text-red-400">估值与公募基金配置双低</strong>状态。</li>
<li><strong class="text-gray-100">2024年8月-12月:</strong> 产业整合信号出现(华润三九收购天士力股权,昆药、同仁堂等频繁收购)。</li>
<li><strong class="text-gray-100">2025年1月3日:</strong> 国务院发文,明确提出<strong class="text-green-400">完善中药特色审评体系</strong>,支持新药转化。</li>
<li><strong class="text-gray-100">2025年3月20日:</strong> 国务院再发文从资源保护到创新研发提出8方面21项重点内容是顶层设计的重大利好。</li>
<li><strong class="text-gray-100">2025年9月8日:</strong> 国家药监局公布《中药生产监督管理专门规定》,旨在健全全生命周期监管,推动产业升级和“新质生产力”发展。</li>
</ul>
</div>
<div>
<h3 class="text-xl font-semibold mb-3 text-white">预期差分析:宏大叙事与短期阵痛的背离</h3>
<div class="grid md:grid-cols-3 gap-4 text-sm">
<div class="p-4 bg-black/20 rounded-lg">
<p class="font-bold text-purple-300">政策利好 vs. 集采压力</p>
<p>市场普遍认知行业前景光明,但忽略了集采带来的短期“阵痛”。路演数据显示,中药配方颗粒集采降幅达<strong class="text-red-400">45%-70%</strong>中成药集采平均降幅从42%扩大至<strong class="text-red-400">68%</strong>,直接冲击企业盈利能力。</p>
</div>
<div class="p-4 bg-black/20 rounded-lg">
<p class="font-bold text-blue-300">需求复苏 vs. 库存周期</p>
<p>市场看重老龄化带来的长期需求,但低估了渠道去库存和消化高价原材料库存对<strong class="text-yellow-400">2025年上半年业绩</strong>的拖累。短期业绩受周期性影响显著。</p>
</div>
<div class="p-4 bg-black/20 rounded-lg">
<p class="font-bold text-green-300">全面创新 vs. 研发短板</p>
<p>市场认知中药企业纷纷创新,但研报数据显示,中药临床试验仅占总量的<strong class="text-yellow-400">3.3%</strong>启动效率15.8%)远低于化药(~60%),整体创新能力和效率仍是短板。</p>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold mb-3 text-white">关键催化剂与未来发展路径</h3>
<div class="flex flex-col md:flex-row gap-4">
<div class="flex-1 p-4 bg-black/20 rounded-lg">
<p class="font-bold text-lg mb-2">近期催化剂 (未来3-6个月)</p>
<ul class="list-decimal list-inside space-y-1 text-sm">
<li><strong>基药目录调整落地:</strong>将直接驱动相关品种在基层医疗机构放量。</li>
<li><strong>第四批中成药集采规则明确:</strong>“优质优价”细则与独家品种是否纳入是关键。</li>
<li><strong>国企改革具体方案出台:</strong>股权激励、资产注入等将直接刺激市场情绪。</li>
</ul>
</div>
<div class="flex-1 p-4 bg-black/20 rounded-lg">
<p class="font-bold text-lg mb-2">长期发展路径</p>
<ul class="list-decimal list-inside space-y-1 text-sm">
<li><strong>第一阶段 (当前-2026):</strong> 政策消化与格局重塑期,行业加速分化。</li>
<li><strong>第二阶段 (2026-2028):</strong> 创新成果初步兑现期,增长动力转向创新品种。</li>
<li><strong>第三阶段 (2028以后):</strong> 现代化与国际化发展期与AI等科技结合探索全球价值重估。</li>
</ul>
</div>
</div>
</div>
</div>
</section>
<!-- Industry Deep Dive -->
<section id="deep-dive" class="bento-grid">
<div class="bento-item bento-item-col-12 bento-item-lg-col-7 glass-card p-6">
<h3 class="text-xl font-bold mb-4 text-purple-300">国家政策图景:顶层设计驱动产业变革</h3>
<div class="space-y-3 text-sm text-gray-300">
<p><strong>《关于全面深化药品医疗器械监管改革...意见》 (2025-01-03):</strong> 核心是完善中药特色审评证据体系,支持名老中医方、医疗机构制剂向新药转化。</p>
<p><strong>《关于提升中药质量促进...高质量发展的意见》 (2025-03-20):</strong> 从资源保护、产业升级、品牌战略到创新药研发提出8方面21项重点内容是纲领性文件。</p>
<p><strong>《中药生产监督管理专门规定》 (2025-09-08):</strong> 旨在健全符合中药特点的全生命周期监管体系,促进产业升级和“新质生产力”发展。</p>
<p><strong>医保支付端优化:</strong> 路演信息显示中医机构暂不实行DRG、保留25%的中药配方颗粒加成并解除部分OTC和中药注射剂报销限制提升市场空间。</p>
</div>
</div>
<div class="bento-item bento-item-col-12 bento-item-lg-col-5 glass-card p-6">
<h3 class="text-xl font-bold mb-4 text-blue-300">行业挑战与风险</h3>
<div class="space-y-3 text-sm text-gray-300">
<p><strong>集采降价超预期:</strong> 行业最大不确定性。配方颗粒降幅<strong class="text-red-400">45%-70%</strong>,中成药平均降幅达<strong class="text-red-400">68%</strong>,严重侵蚀企业利润。</p>
<p><strong>成本压力:</strong> 上游中药材价格周期性波动,对中游企业毛利率构成持续威胁。</p>
<p><strong>专利保护风险:</strong> 研报显示,部分中药专利(如三七三醇皂苷)被宣告“全部无效”,创新成果面临被挑战风险。</p>
<p><strong>现代化瓶颈:</strong> 临床试验效率低下,建立基于现代科学的药效评价体系仍是核心挑战。</p>
</div>
</div>
<div class="bento-item bento-item-col-12 bento-item-lg-col-8 glass-card p-6">
<h3 class="text-xl font-bold mb-4 text-green-300">行业财务与市场数据一览</h3>
<div id="industry-chart" class="w-full h-80"></div>
</div>
<div class="bento-item bento-item-col-12 bento-item-lg-col-4 glass-card p-6 flex flex-col justify-between">
<div>
<h3 class="text-xl font-bold mb-4 text-yellow-300">研发与创新</h3>
<p class="text-sm text-gray-300 mb-4">研报数据显示,中药研发虽受政策鼓励,但基础仍薄弱,效率有待提升。</p>
</div>
<div class="space-y-4">
<div class="text-center">
<p class="text-4xl font-bold text-yellow-300">3.3%</p>
<p class="text-sm text-gray-400">2023年中药临床试验占新药试验总量</p>
</div>
<div class="text-center">
<p class="text-4xl font-bold text-yellow-300">15.8%</p>
<p class="text-sm text-gray-400">6个月内启动招募比例 (远低于化药的56.2%)</p>
</div>
</div>
</div>
</section>
<!-- Rise/Fall Analysis -->
<section id="rise-analysis">
<h2 class="text-2xl md:text-3xl font-bold mb-6 text-center text-purple-300">个股异动深度解析</h2>
<div class="space-y-4" x-data="{ active: 1 }">
<div class="accordion-item" x-data="{ open: false }">
<div @click="open = !open" class="flex justify-between items-center p-4 cursor-pointer">
<h3 class="accordion-title text-lg">亚宝药业 (600351) <span class="text-green-400 ml-2">+6.00%</span></h3>
<span x-show="!open" class="text-2xl text-purple-400">+</span>
<span x-show="open" class="text-2xl text-purple-400">-</span>
</div>
<div x-show="open" x-collapse class="accordion-content p-4 pt-0">
<p><strong>核心驱动:</strong> 中药板块整体走强 + 公司股份回购计划积极影响。</p>
<ul class="list-disc list-inside text-sm mt-2 space-y-1">
<li><strong>板块效应:</strong> 8月1日中药板块逆势拉升天目药业、华森制药涨停板块性行情带动个股。</li>
<li><strong>公司回购:</strong> 发布股份回购进展拟以0.5-1亿元回购股份并注销提振投资者信心为股价提供支撑。</li>
<li><strong>资金流向:</strong> 市场资金轮动至估值相对较低的中药板块,叠加机构研报看好创新中药,改善市场预期。</li>
</ul>
</div>
</div>
<div class="accordion-item" x-data="{ open: false }">
<div @click="open = !open" class="flex justify-between items-center p-4 cursor-pointer">
<h3 class="accordion-title text-lg">启迪药业 (000590) <span class="text-green-400 ml-2">+9.99%</span></h3>
<span x-show="!open" class="text-2xl text-purple-400">+</span>
<span x-show="open" class="text-2xl text-purple-400">-</span>
</div>
<div x-show="open" x-collapse class="accordion-content p-4 pt-0">
<p><strong>核心驱动:</strong> 双重政策红利在12小时内集中释放。</p>
<ul class="list-disc list-inside text-sm mt-2 space-y-1">
<li><strong>品种保护续保:</strong> 核心产品“古汉养生精”获7年中药保护续保锁定未来现金流。该品种占收入42%毛利率高达78%。</li>
<li><strong>配方颗粒挂网:</strong> 新增300个配方颗粒品规一次性在湖南省挂网且挂网价高于市场均价打开增量市场。</li>
<li><strong>资金反应:</strong> 信息真空期极短机构席位净买入1.2亿元,以涨停价对公司价值进行重定价。</li>
</ul>
</div>
</div>
<div class="accordion-item" x-data="{ open: false }">
<div @click="open = !open" class="flex justify-between items-center p-4 cursor-pointer">
<h3 class="accordion-title text-lg">益佰制药 (600594) <span class="text-green-400 ml-2">+10.07%</span></h3>
<span x-show="!open" class="text-2xl text-purple-400">+</span>
<span x-show="open" class="text-2xl text-purple-400">-</span>
</div>
<div x-show="open" x-collapse class="accordion-content p-4 pt-0">
<p><strong>核心驱动:</strong> 业务聚焦 + 业绩改善 + 治理完善。</p>
<ul class="list-disc list-inside text-sm mt-2 space-y-1">
<li><strong>全资控股:</strong> 拟收购子公司剩余股权实现对核心业务“中药配方颗粒”的100%控股,聚焦主业。</li>
<li><strong>业绩改善:</strong> 2024上半年亏损大幅收窄约81.2%,经营状况向好。</li>
<li><strong>治理完善:</strong> 修订19项公司治理制度提升透明度和规范性增强投资者信心。</li>
<li><strong>资金信号:</strong> 融资净买入创近一年新高,表明资金看好公司未来发展。</li>
</ul>
</div>
</div>
</div>
</section>
<!-- Stock List -->
<section id="stock-list">
<h2 class="text-2xl md:text-3xl font-bold mb-6 text-center text-blue-300">核心产业链公司图谱</h2>
<!-- 中药种植 -->
<div class="mb-8">
<h3 class="text-xl font-semibold mb-4 text-green-300">上游:中药种植</h3>
<div class="overflow-x-auto glass-card p-2">
<table class="table table-zebra w-full">
<thead>
<tr>
<th>股票名称</th>
<th>股票代码</th>
<th>核心逻辑/业务</th>
<th>其他标签</th>
</tr>
</thead>
<tbody>
<tr><td>振东制药</td><td><a href="https://valuefrontier.cn/company?scode=300158" target="_blank" class="link link-hover text-blue-400">300158</a></td><td>82万亩道地药材基地种植连翘、酸枣仁、柴胡等</td><td>中药种植</td></tr>
<tr><td>奇正藏药</td><td><a href="https://valuefrontier.cn/company?scode=002287" target="_blank" class="link link-hover text-blue-400">002287</a></td><td>拥有以野生抚育为主的各类基地总面积达到50余万亩</td><td>中药种植, 民族中药</td></tr>
<tr><td>太极集团</td><td><a href="https://valuefrontier.cn/company?scode=600129" target="_blank" class="link link-hover text-blue-400">600129</a></td><td>中药材规范化基地在地面积达25万亩半夏、金荞麦等产量全国首位</td><td>中药种植, 中药OTC</td></tr>
<tr><td>贵州百灵</td><td><a href="https://valuefrontier.cn/company?scode=002424" target="_blank" class="link link-hover text-blue-400">002424</a></td><td>合作建设中药材种植基地20余万亩</td><td>中药种植</td></tr>
<tr><td>昆药集团</td><td><a href="https://valuefrontier.cn/company?scode=600422" target="_blank" class="link link-hover text-blue-400">600422</a></td><td>道地药材标准化种植基地10.8万亩青蒿种植2万亩</td><td>中药种植, 百年/中华老字号, 中药注射剂</td></tr>
<tr><td>华润三九</td><td><a href="https://valuefrontier.cn/company?scode=000999" target="_blank" class="link link-hover text-blue-400">000999</a></td><td>林下种植中药材面积达8.8万亩。核心产品999感冒灵、999皮炎平</td><td>中药种植, 驰名药品, 处方中药</td></tr>
<tr><td>云南白药</td><td><a href="https://valuefrontier.cn/company?scode=000538" target="_blank" class="link link-hover text-blue-400">000538</a></td><td>GAP品种对应基地面积4593亩入选道地药材品牌</td><td>中药种植, 中药饮片, 百年/中华老字号</td></tr>
<tr><td>天士力</td><td><a href="https://valuefrontier.cn/company?scode=600535" target="_blank" class="link link-hover text-blue-400">600535</a></td><td>拥有丹参、三七种植基地。在研33款1类创新药</td><td>中药种植, 中药创新药, 处方中药</td></tr>
<tr><td>同仁堂</td><td><a href="https://valuefrontier.cn/company?scode=600085" target="_blank" class="link link-hover text-blue-400">600085</a></td><td>自有药材种植基地,种植人参、山茱萸等</td><td>中药种植, 百年/中华老字号</td></tr>
</tbody>
</table>
</div>
</div>
<!-- 中药创新药 -->
<div class="mb-8">
<h3 class="text-xl font-semibold mb-4 text-purple-300">中游:中药创新药</h3>
<div class="overflow-x-auto glass-card p-2">
<table class="table table-zebra w-full">
<thead>
<tr>
<th>股票名称</th>
<th>股票代码</th>
<th>核心逻辑/业务</th>
<th>其他标签</th>
</tr>
</thead>
<tbody>
<tr><td>佐力药业</td><td><a href="https://valuefrontier.cn/company?scode=300181" target="_blank" class="link link-hover text-blue-400">300181</a></td><td>乌灵菌粉是国家中药一类新药,开发独家乌灵系列创新药物</td><td>中药创新药, 中药材</td></tr>
<tr><td>康缘药业</td><td><a href="https://valuefrontier.cn/company?scode=600557" target="_blank" class="link link-hover text-blue-400">600557</a></td><td>治疗肺癌领域中药1.1类创新药龙七胶囊,目前在申报上市阶段</td><td>中药创新药</td></tr>
<tr><td>以岭药业</td><td><a href="https://valuefrontier.cn/company?scode=002603" target="_blank" class="link link-hover text-blue-400">002603</a></td><td>芪防鼻通片是澳门批准的第一个中成药创新药。核心产品:连花清瘟</td><td>中药创新药, 驰名药品</td></tr>
<tr><td>新天药业</td><td><a href="https://valuefrontier.cn/company?scode=002873" target="_blank" class="link link-hover text-blue-400">002873</a></td><td>两个在研1.1类创新药,用于急性缺血性卒中、慢性冠脉综合征</td><td>中药创新药, 中药饮片, 处方中药</td></tr>
<tr><td>珍宝岛</td><td><a href="https://valuefrontier.cn/company?scode=603567" target="_blank" class="link link-hover text-blue-400">603567</a></td><td>在研1.1类中药创新药用于胃食管反流病,正在二期临床</td><td>中药创新药, 中药注射剂</td></tr>
<tr><td>维康药业</td><td><a href="https://valuefrontier.cn/company?scode=300878" target="_blank" class="link link-hover text-blue-400">300878</a></td><td>在研1.1类中药创新药参丹通脑滴丸、黄甲软肝颗粒</td><td>中药创新药, 中药饮片, 处方中药</td></tr>
</tbody>
</table>
</div>
</div>
<!-- 百年/中华老字号 -->
<div class="mb-8">
<h3 class="text-xl font-semibold mb-4 text-yellow-300">中游:百年/中华老字号</h3>
<div class="overflow-x-auto glass-card p-2">
<table class="table table-zebra w-full">
<thead>
<tr>
<th>股票名称</th>
<th>股票代码</th>
<th>核心逻辑/业务</th>
<th>其他标签</th>
</tr>
</thead>
<tbody>
<tr><td>片仔癀</td><td><a href="https://valuefrontier.cn/company?scode=600436" target="_blank" class="link link-hover text-blue-400">600436</a></td><td>“2024年中华老字号品牌榜”第2位</td><td>百年/中华老字号</td></tr>
<tr><td>广誉远</td><td><a href="https://valuefrontier.cn/company?scode=600771" target="_blank" class="link link-hover text-blue-400">600771</a></td><td>百年老字号、中华老字号持有104个国药准字批文</td><td>百年/中华老字号</td></tr>
<tr><td>九芝堂</td><td><a href="https://valuefrontier.cn/company?scode=000989" target="_blank" class="link link-hover text-blue-400">000989</a></td><td>百年老字号、中华老字号拥有309个药品批文</td><td>百年/中华老字号</td></tr>
<tr><td>达仁堂</td><td><a href="https://valuefrontier.cn/company?scode=600329" target="_blank" class="link link-hover text-blue-400">600329</a></td><td>拥有达仁堂、隆顺榕、乐仁堂和京万红等中华老字号品牌</td><td>百年/中华老字号</td></tr>
</tbody>
</table>
</div>
</div>
<!-- 驰名药品 (品牌OTC) -->
<div class="mb-8">
<h3 class="text-xl font-semibold mb-4 text-blue-300">中游:驰名药品 (品牌OTC)</h3>
<div class="overflow-x-auto glass-card p-2">
<table class="table table-zebra w-full">
<thead>
<tr>
<th>股票名称</th>
<th>股票代码</th>
<th>核心逻辑/业务</th>
<th>其他标签</th>
</tr>
</thead>
<tbody>
<tr><td>江中药业</td><td><a href="https://valuefrontier.cn/company?scode=600750" target="_blank" class="link link-hover text-blue-400">600750</a></td><td>江中牌健胃消食片连续21年获非处方药消化类第一名</td><td>驰名药品, 中药OTC</td></tr>
<tr><td>济川药业</td><td><a href="https://valuefrontier.cn/company?scode=600566" target="_blank" class="link link-hover text-blue-400">600566</a></td><td>核心产品蒲地蓝消炎口服液(独家剂型)、小儿豉翘清热颗粒</td><td>驰名药品, 处方中药</td></tr>
<tr><td>葵花药业</td><td><a href="https://valuefrontier.cn/company?scode=002737" target="_blank" class="link link-hover text-blue-400">002737</a></td><td>核心产品:小儿肺热咳喘颗粒、小儿柴桂退热颗粒</td><td>驰名药品, 中药OTC</td></tr>
<tr><td>健民集团</td><td><a href="https://valuefrontier.cn/company?scode=600976" target="_blank" class="link link-hover text-blue-400">600976</a></td><td>第一大单品龙牡壮骨颗粒,独家品种,儿科消化类第一</td><td>驰名药品</td></tr>
<tr><td>桂林三金</td><td><a href="https://valuefrontier.cn/company?scode=002275" target="_blank" class="link link-hover text-blue-400">002275</a></td><td>核心产品:三金西瓜霜系列</td><td>驰名药品, 中药OTC</td></tr>
<tr><td>贵州三力</td><td><a href="https://valuefrontier.cn/company?scode=603439" target="_blank" class="link link-hover text-blue-400">603439</a></td><td>核心产品:开喉剑喷雾剂(儿童型)</td><td>驰名药品, 中药材</td></tr>
<tr><td>红日药业</td><td><a href="https://valuefrontier.cn/company?scode=300026" target="_blank" class="link link-hover text-blue-400">300026</a></td><td>2024年中药配方颗粒及饮片营收26.69亿元。核心产品:血必净注射液</td><td>驰名药品, 中药饮片, 中药注射剂</td></tr>
</tbody>
</table>
</div>
</div>
<!-- 其他特色 -->
<div class="mb-8">
<h3 class="text-xl font-semibold mb-4 text-gray-400">其他特色企业</h3>
<div class="overflow-x-auto glass-card p-2">
<table class="table table-zebra w-full">
<thead>
<tr>
<th>股票名称</th>
<th>股票代码</th>
<th>核心逻辑/业务</th>
<th>其他标签</th>
</tr>
</thead>
<tbody>
<tr><td>佛慈制药</td><td><a href="https://valuefrontier.cn/company?scode=002644" target="_blank" class="link link-hover text-blue-400">002644</a></td><td>投资开设“慈茶馆”开发药食同源养生茶饮。拟上调产品出厂价9%</td><td>中药饮品, 中药种植, 中药材</td></tr>
<tr><td>天目药业</td><td><a href="https://valuefrontier.cn/company?scode=600671" target="_blank" class="link link-hover text-blue-400">600671</a></td><td>拥有道地中药饮片1000余种提供代客煎药等服务。产品“天目山”牌白花蛇草水</td><td>中药饮品, 中药饮片</td></tr>
<tr><td>奇正藏药</td><td><a href="https://valuefrontier.cn/company?scode=002287" target="_blank" class="link link-hover text-blue-400">002287</a></td><td>国内藏药龙头企业拥有50余万亩药材基地</td><td>民族中药, 中药种植</td></tr>
<tr><td>大唐药业</td><td><a href="https://valuefrontier.cn/company?scode=920433" target="_blank" class="link link-hover text-blue-400">920433</a></td><td>入选'中药'概念,民族中药特色</td><td>民族中药, 北交所</td></tr>
</tbody>
</table>
</div>
</div>
</section>
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