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中醫藥產業迎來“大利好”,藥師幫有望承接新一輪政策紅利
格隆匯 03-21 08:28
3月20日,國辦印發《關於提升中藥質量促進中醫藥產業高質量發展的意見》,明確將推進全鏈條質量追溯、智能化轉型、科技創新等核心任務,爲中藥飲片行業帶來結構性升級機遇。作爲數字化醫藥平臺,藥師幫憑藉前瞻佈局與技術創新優勢,有望在產業升級中佔據先機。自2021年始,藥師幫敏銳洞察中藥飲片行業升級趨勢,率先啓動全產業鏈佈局。針對中藥材非標品痛點,公司創新制定271項金方標準,覆蓋黃芪、當歸等核心品種,推動傳統"經驗炮製"向"數據驅動"轉型。通過構建從田間到終端的全鏈路數字化生態,引導600家中藥合作商家延伸產業鏈條,實現從種植到流通的全流程質量管控。目前其業務已觸達43.3萬家下遊機構,SKU超13萬個,中藥飲片銷售額突破20.73億元,同比激增62.8%。在夯實上遊供應鏈的同時,藥師幫也在發力下遊服務生態建設。面對民營中醫診所佔比達27%、年診療人次超15億的市場機遇,藥師幫自主研發的"光譜雲診"SaaS系統集成千餘經典方劑庫,通過智能輔助開方等功能提升中醫診所運營效率。這種"標準引領+技術賦能"的雙輪驅動模式,正構築起差異化的競爭壁壘。行業分析指出,新政落地將加速市場集中度提升,預計2025年二季度中藥板塊迎來業績拐點。藥師幫依託院外B端渠道優勢與持續強化的供應鏈能力,計劃年內新增200項金方標準,進一步擴大標準化領先優勢。隨着道地藥材基地建設與數字化追溯體系的完善,企業有望在千億級中藥飲片市場中佔據更大份額。當前中醫藥發展已上升爲國家戰略,質量升級與技術創新成爲破局關鍵。在政策紅利與市場需求的雙重驅動下,提前完成產業卡位的藥師幫,正通過全鏈路數字化生態構建,爲傳統中醫藥現代化轉型提供創新樣本。
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