集采的车轮碾过,十年增长神话褪色,如何找到新的平衡点和生长节奏?撰文|张烨静中药细分赛道龙头,遭遇十年首亏!1月27日,中国中药发布一份“罕见”的盈利预警公告。2025年度,公司预计将由盈转亏,亏损额介于3.5亿至5亿元,净利润同比暴跌1785%至2507%。即便剔除商誉减值等因素,利润仍同比下降45%至55%,主营业务盈利能力几近腰斩。过去十年以来,中国中药得益于中药配方颗粒政策红利与高成长性,...
Source Link集采的车轮碾过,十年增长神话褪色,如何找到新的平衡点和生长节奏?撰文|张烨静中药细分赛道龙头,遭遇十年首亏!1月27日,中国中药发布一份“罕见”的盈利预警公告。2025年度,公司预计将由盈转亏,亏损额介于3.5亿至5亿元,净利润同比暴跌1785%至2507%。即便剔除商誉减值等因素,利润仍同比下降45%至55%,主营业务盈利能力几近腰斩。过去十年以来,中国中药得益于中药配方颗粒政策红利与高成长性,...
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