智通财经APP获悉，部分中医药概念股高开，截至发稿，中国中药(00570)涨8.06%，报2.28港元；同仁堂国药(03613)涨4.64%，报9.02港元；固生堂(02273)涨3.45%，报41.95港元；华润医药(03320)涨1.43%，报5.68港元。
消息面上，国务院办公厅印发《关于提升中药质量促进中医药产业高质量发展的意见》提到，加大中药资源保护力度，研究修订《野生药材资源保护管理条例》。规范珍稀中药资源开发利用，突破一批珍稀中药资源的繁育、仿生、替代技术。推进中药资源统计监测。《意见》还提到，加强中药材流通和储备体系建设，加强中药材市场管理，完善中药材价格监管机制。优化产业结构布局，发展优势产业集群。提升中药制造品质，推进中药工业数字化智能化发展。培育名优中药品种，加强中药炮制技术传承创新，支持中药大品种创新改良。打造知名中药品牌。
浙商证券分析师表示，预计中药板块将于2025年二季度迎来业绩拐点，板块行情或提前于业绩拐点显现而启动。该行指出，伴随医保统筹支付范围的逐步扩大，具备比价条件的高毛利率/高销售额的医保品种面临降价风险，中药公司通过精细化、智能化、系统化等方式提质增效或能实现业绩和股价的持续上涨。中泰证券认为，展望2025年，中药板块在经历后新冠时期需求和库存的周期波动之后，有望回归常态化增长，收入端迎来回暖。同时，中药材成本端压力的缓解，也将带动毛利率的向上修复。
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