中藥-行業(yè)周報：基層中醫(yī)藥覆蓋面持續(xù)擴展看好基層滲透率提升帶來的需求增長

1.《廣東聯(lián)盟中成藥集采擬中選結(jié)果公布，獨家品種優(yōu)勢明顯》202501272.《四成公司發(fā)布業(yè)績預(yù)告，2024行業(yè)業(yè)績承壓明顯》202502102010-10-202010-10-2024/0224/0524/0824/0224/0524/0824/11滬深300_累計中藥_累計%1分析師：許雯證書編號：S0500517110001Tel：(8621)50293534Email：xw3315@地址：上海市浦東新區(qū)銀城路88號中國人壽金融中心10樓敬請閱讀末頁之重要聲明的企業(yè)和獨家品種，有望通過以價換量獲得更大的增量市場，帶來增量需求。在線上線下形成價格聯(lián)動，擁有渠道和產(chǎn)品優(yōu)勢的龍頭企業(yè)有望實現(xiàn)以價換建議關(guān)注1）具有較強研發(fā)實力、布局大品類有獨家品種的企業(yè)2）布局敬請閱讀末頁之重要聲明200023/01/1923/07/1924/01/1924/07/1925/01/19醫(yī)藥生物(申萬)中藥Ⅱ(申萬)86486420長藥控股昆藥集團生物谷葫蘆娃*ST龍津-2.0-4.0-6.0-8.0-10.0-2.0-4.0-6.0-8.0-10.0*ST吉藥萬邦德羚銳制藥健民集團佐力藥業(yè)敬請閱讀末頁之重要聲明30025020050012108642060504030201006050403020100+2σ-2σ11/01/0713/09/0716/05/0719/01/0721/09/0724/05/07876543210876543210+2σ-2σ11/01/0713/09/0716/05/0719/01/0721/09/0724/0中藥PB(lf)021/03/1922/07/19021/03/1922/07/1923/11/190——中藥/醫(yī)藥（%）中藥/滬深300（%，右軸）敬請閱讀末頁之重要聲明28026024022020018016014012021/11/1522/07/1523/03/1523/11/1524/07/15中國成都中藥材價格指數(shù)1021011011009999989724/01/2924/05/2924/09/2925/01/29中國成都中藥材價格指數(shù):環(huán)比21721/11/1522/07/1523/03/1523/11/1524/07/15中國成都中藥材價格指數(shù):植物根莖類藥材24/01/2924/04/2924/07/2924/10/292——中國成都中藥材價格指數(shù):植物根莖類藥材:環(huán)比31029027025023021021/11/1522/07/1523/03/1523/11/1524/07/15——中國成都中藥材價格指數(shù):植物莖木類藥材24/01/2924/04/2924/07/2924/10/2925/01/29——中國成都中藥材價格指數(shù):植物莖木類藥材:環(huán)比敬請閱讀末頁之重要聲明36031026021021/11/1522/07/1523/03/1523/11/1524/07/15中國成都中藥材價格指數(shù):植物皮類藥材中國成都中藥材價格指數(shù):植物皮類藥材:環(huán)比32027022017012021/11/1522/07/1523/03/1523/11/1524/07/15中國成都中藥材價格指數(shù):植物葉類藥材1109080中國成都中藥材價格指數(shù):植物葉類藥材:環(huán)比22020021/11/1522/07/1523/03/1523/11/1524/07/15中國成都中藥材價格指數(shù):植物花類藥材24/01/2924/04/2924/07/2924/10/2925/01/29——中國成都中藥材價格指數(shù):植物花類藥材:環(huán)比敬請閱讀末頁之重要聲明26024022020021/11/1522/07/1523/03/1523/11/1524/07/15——中國成都中藥材價格指數(shù):植物果種類藥材104102100989694929024/01/2924/04/2924/07/2924/10/2925/01/29中國成都中藥材價格指數(shù):植物果種類藥材:環(huán)比33028023021/11/1522/07/1523/03/1523/11/1524/07/15——中國成都中藥材價格指數(shù):全草類藥材10410224/01/2924/04/2924/07/2924/10/2925/01/29——中國成都中藥材價格指數(shù):全草類藥材:環(huán)比170160150140130120908021/11/1522/07/1523/03/1523/11/1524/07/15——中國成都中藥材價格指數(shù):藻、菌、地衣類藥材24/01/2924/04/2924/07/2924/10/2925/01/29中國成都中藥材價格指數(shù):藻、菌、地衣類藥材:環(huán)比敬請閱讀末頁之重要聲明33028023021/11/1522/07/1523/03/1523/11/1524/07/15——中國成都中藥材價格指數(shù):樹脂類藥材中國成都中藥材價格指數(shù):樹脂類藥材:環(huán)比3302802301308021/11/1522/07/1523/03/1523/11/1524/07/15——中國成都中藥材價格指數(shù):植物其他類藥材10410210098929024/01/2924/04/2924/07/2924/10/2925/01/29中國成都中藥材價格指數(shù):植物其他類藥材:環(huán)比38033028023013021/11/1522/07/1523/03/1523/11/1524/07/15——中國成都中藥材價格指數(shù):動物類藥材1041021009896949024/01/2924/04/2924/07/2924/10/2925/01/29中國成都中藥材價格指數(shù):動物類藥材:環(huán)比敬請閱讀末頁之重要聲明88078068058048038028021/11/1522/07/1523/03/1523/11/1524/07/15中國成都中藥材價格指數(shù):礦物類藥材1041009896949224/01/2924/04/2924/07/2924/10/2925/01/29中國成都中藥材價格指數(shù):礦物類藥材:環(huán)比3302802301801308021/11/1522/07/1523/03/1523/11/1524/07/15——中國成都中藥材價格指數(shù):清熱藥4403903402902401909021/11/1522/05/1522/11/1523/05/1523/11/1524/05/1524/11/15中國成都中藥材價格指數(shù):祛風濕藥3302802301801308021/11/1522/07/1523/03/1523/11/1524/07/15——中國成都中藥材價格指數(shù):利濕藥3302802301308021/11/1522/05/1522/11/1523/05/1523/11/1524/05/1524/11/15——中國成都中藥材價格指數(shù):解表藥敬請閱讀末頁之重要聲明2602402202001801601401201008021/11/1522/07/1523/03/1523/11/1524/07/15——中國成都中藥材價格指數(shù):補虛藥2202001801401201008021/11/1522/05/1522/11/1523/05/1523/11/1524/05/1524/11/15中國成都中藥材價格指數(shù):活血化瘀藥2402202001801601401201008021/11/1522/07/1523/03/1523/11/1524/07/15中國成都中藥材價格指數(shù):止血藥2602402202001801401208021/11/1522/05/1522/11/1523/05/1523/11/1524/05/1524/11/15——中國成都中藥材價格指數(shù):收