金吾财讯 | 中信证券表示，中药材价格进入下行通道，后续工业端成本改善值得期待。2025年1月份起，中药企业陆续渠道库存清理完毕，春节期间电商活动频出，消费者购买力较强，电商平台中药品类销售额普遍实现同比高增速。受益于政策扶持和人口老龄化加速，该行预期未来整体中药行业需求仍持续向好，行业整合加速，龙头有望强者恒强。
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