國務(wu)院辦公廳日(ri)前印發(fa)《中醫藥振(zhen)(zhen)興發(fa)展重大(da)工程(cheng)實施方案》，加大(da)“十四(si)五(wu)”期間對中醫藥發(fa)展的支持和促進力(li)度，著力(li)推(tui)動(dong)中醫藥振(zhen)(zhen)興發(fa)展。

　　受此消息影響，2月28日，中(zhong)(zhong)(zhong)藥板塊盤(pan)中(zhong)(zhong)(zhong)集體拉升(sheng)，截至(zhi)下午收盤(pan)，九芝堂、金(jin)陵藥業(ye)、特一藥業(ye)漲停，廣譽遠、昆藥集團、佐力藥業(ye)等多只個股大漲超5%。業(ye)內人士表示，持續布局中(zhong)(zhong)(zhong)藥創(chuang)新、研發管線(xian)完善、研發體系(xi)清晰(xi)的(de)中(zhong)(zhong)(zhong)藥公司具有(you)顯著的(de)先發優勢，也(ye)將充分享受行業(ye)發展的(de)紅利。

　　統籌部署8項重點工程

　　《方案》提出，到2025年，優質(zhi)(zhi)高(gao)效中(zhong)(zhong)(zhong)醫(yi)(yi)(yi)(yi)藥(yao)(yao)服(fu)務體(ti)系加快(kuai)建設，中(zhong)(zhong)(zhong)醫(yi)(yi)(yi)(yi)藥(yao)(yao)防病治病水(shui)平(ping)明顯提升，中(zhong)(zhong)(zhong)西(xi)醫(yi)(yi)(yi)(yi)結合服(fu)務能(neng)力顯著增(zeng)強(qiang)，中(zhong)(zhong)(zhong)醫(yi)(yi)(yi)(yi)藥(yao)(yao)科技創新能(neng)力顯著提高(gao)，高(gao)素質(zhi)(zhi)中(zhong)(zhong)(zhong)醫(yi)(yi)(yi)(yi)藥(yao)(yao)人才隊伍(wu)逐步(bu)壯大(da)，中(zhong)(zhong)(zhong)藥(yao)(yao)質(zhi)(zhi)量不(bu)斷(duan)提升，中(zhong)(zhong)(zhong)醫(yi)(yi)(yi)(yi)藥(yao)(yao)文化大(da)力弘揚(yang)，中(zhong)(zhong)(zhong)醫(yi)(yi)(yi)(yi)藥(yao)(yao)國際影響力進(jin)一步(bu)提升，符合中(zhong)(zhong)(zhong)醫(yi)(yi)(yi)(yi)藥(yao)(yao)特點(dian)的體(ti)制(zhi)(zhi)機制(zhi)(zhi)和(he)政策體(ti)系不(bu)斷(duan)完善(shan)，中(zhong)(zhong)(zhong)醫(yi)(yi)(yi)(yi)藥(yao)(yao)振興發展取得明顯進(jin)展，中(zhong)(zhong)(zhong)醫(yi)(yi)(yi)(yi)藥(yao)(yao)成為全面推進(jin)健康(kang)中(zhong)(zhong)(zhong)國建設的重要支撐(cheng)。

　　《方案(an)》明確推進中醫藥(yao)振興發(fa)展的基本原則，即：增強(qiang)能力(li)，服務群(qun)眾(zhong)；遵(zun)循規律(lv)，發(fa)揮優勢；提高(gao)質(zhi)量(liang)，均衡(heng)發(fa)展；創新機制，激發(fa)活(huo)力(li)。

　　《方案》統籌(chou)部署了(le)8項(xiang)重點(dian)工(gong)程(cheng)(cheng)，包括中(zhong)醫(yi)(yi)(yi)藥健康(kang)服務高質量發展(zhan)工(gong)程(cheng)(cheng)、中(zhong)西醫(yi)(yi)(yi)協同推(tui)進工(gong)程(cheng)(cheng)、中(zhong)醫(yi)(yi)(yi)藥傳(chuan)承(cheng)創(chuang)新和現代(dai)化(hua)工(gong)程(cheng)(cheng)、中(zhong)醫(yi)(yi)(yi)藥特色人(ren)才培養(yang)工(gong)程(cheng)(cheng)（岐黃工(gong)程(cheng)(cheng)）、中(zhong)藥質量提升及產(chan)業促進工(gong)程(cheng)(cheng)、中(zhong)醫(yi)(yi)(yi)藥文化(hua)弘揚(yang)工(gong)程(cheng)(cheng)、中(zhong)醫(yi)(yi)(yi)藥開放發展(zhan)工(gong)程(cheng)(cheng)、國家(jia)中(zhong)醫(yi)(yi)(yi)藥綜合改革(ge)試點(dian)工(gong)程(cheng)(cheng)，安(an)排了(le)26個(ge)建設項(xiang)目。

　　在中(zhong)(zhong)(zhong)醫(yi)(yi)(yi)藥(yao)傳承(cheng)創(chuang)(chuang)新和(he)現代化(hua)工程方面，《方案》提出，重點圍繞國(guo)家戰略需求及中(zhong)(zhong)(zhong)醫(yi)(yi)(yi)藥(yao)重大科(ke)(ke)學問題，布(bu)局一(yi)批中(zhong)(zhong)(zhong)醫(yi)(yi)(yi)藥(yao)科(ke)(ke)技(ji)創(chuang)(chuang)新重點項(xiang)目(mu)和(he)關鍵技(ji)術裝備項(xiang)目(mu)，加強中(zhong)(zhong)(zhong)醫(yi)(yi)(yi)藥(yao)科(ke)(ke)技(ji)創(chuang)(chuang)新體系建設，提升傳承(cheng)創(chuang)(chuang)新能力，加快推(tui)進中(zhong)(zhong)(zhong)醫(yi)(yi)(yi)藥(yao)現代化(hua)。跨領域、跨行業整(zheng)合多學科(ke)(ke)資源(yuan)，完(wan)善(shan)以國(guo)家中(zhong)(zhong)(zhong)醫(yi)(yi)(yi)藥(yao)傳承(cheng)創(chuang)(chuang)新基(ji)礎(chu)研究(jiu)、臨床研究(jiu)、技(ji)術創(chuang)(chuang)新平臺為主要(yao)支撐的(de)中(zhong)(zhong)(zhong)醫(yi)(yi)(yi)藥(yao)科(ke)(ke)技(ji)創(chuang)(chuang)新體系，優化(hua)中(zhong)(zhong)(zhong)醫(yi)(yi)(yi)藥(yao)領域科(ke)(ke)技(ji)布(bu)局。

　　《方案》提出，依(yi)托現(xian)有資源，建(jian)設(she)若干中(zhong)醫(yi)(yi)藥(yao)(yao)(yao)相關多學(xue)科交(jiao)叉融(rong)合的(de)全(quan)國(guo)重點(dian)實驗(yan)(yan)室(shi)(shi)、中(zhong)醫(yi)(yi)類國(guo)家臨床醫(yi)(yi)學(xue)研究中(zhong)心(xin)和30個左(zuo)右(you)(you)國(guo)家中(zhong)醫(yi)(yi)藥(yao)(yao)(yao)傳承創新(xin)(xin)中(zhong)心(xin)、100個左(zuo)右(you)(you)國(guo)家中(zhong)醫(yi)(yi)藥(yao)(yao)(yao)局(ju)重點(dian)實驗(yan)(yan)室(shi)(shi)，提升中(zhong)醫(yi)(yi)藥(yao)(yao)(yao)科技服(fu)務能(neng)力(li)及協(xie)同創新(xin)(xin)能(neng)力(li)。依(yi)托國(guo)家和省級藥(yao)(yao)(yao)品檢驗(yan)(yan)機構，建(jian)設(she)30個左(zuo)右(you)(you)國(guo)家藥(yao)(yao)(yao)監(jian)局(ju)中(zhong)藥(yao)(yao)(yao)市(shi)場質(zhi)(zhi)量監(jian)控和評價重點(dian)實驗(yan)(yan)室(shi)(shi)、30個左(zuo)右(you)(you)國(guo)家藥(yao)(yao)(yao)監(jian)局(ju)中(zhong)藥(yao)(yao)(yao)安全(quan)監(jian)測和風險評估(gu)重點(dian)實驗(yan)(yan)室(shi)(shi)，整體提升藥(yao)(yao)(yao)品檢驗(yan)(yan)機構的(de)中(zhong)藥(yao)(yao)(yao)質(zhi)(zhi)量評價能(neng)力(li)。

　　在中(zhong)(zhong)(zhong)(zhong)藥(yao)(yao)(yao)質量提升(sheng)及產(chan)業(ye)(ye)促(cu)(cu)進(jin)工程(cheng)(cheng)方(fang)面，《方(fang)案》提出，圍繞中(zhong)(zhong)(zhong)(zhong)藥(yao)(yao)(yao)種(zhong)植(zhi)、生產(chan)、使用(yong)全(quan)過程(cheng)(cheng)，充(chong)分發(fa)揮科技支撐引(yin)領作(zuo)用(yong)，加快促(cu)(cu)進(jin)中(zhong)(zhong)(zhong)(zhong)藥(yao)(yao)(yao)材(cai)種(zhong)業(ye)(ye)發(fa)展(zhan)(zhan)，大力(li)推(tui)進(jin)中(zhong)(zhong)(zhong)(zhong)藥(yao)(yao)(yao)材(cai)規(gui)范種(zhong)植(zhi)，提升(sheng)中(zhong)(zhong)(zhong)(zhong)藥(yao)(yao)(yao)飲片和中(zhong)(zhong)(zhong)(zhong)成藥(yao)(yao)(yao)質量，推(tui)動中(zhong)(zhong)(zhong)(zhong)藥(yao)(yao)(yao)產(chan)業(ye)(ye)高質量發(fa)展(zhan)(zhan)。一是(shi)(shi)(shi)引(yin)導地(di)(di)方(fang)建(jian)設一批道地(di)(di)藥(yao)(yao)(yao)材(cai)生產(chan)基地(di)(di)。二是(shi)(shi)(shi)建(jian)設一批珍稀瀕危中(zhong)(zhong)(zhong)(zhong)藥(yao)(yao)(yao)材(cai)野生撫(fu)育、人工繁育基地(di)(di)。三是(shi)(shi)(shi)制定常用(yong)300種(zhong)中(zhong)(zhong)(zhong)(zhong)藥(yao)(yao)(yao)材(cai)種(zhong)植(zhi)養殖技術規(gui)范和操作(zuo)規(gui)程(cheng)(cheng)。四是(shi)(shi)(shi)廣(guang)泛開展(zhan)(zhan)中(zhong)(zhong)(zhong)(zhong)藥(yao)(yao)(yao)材(cai)生態(tai)種(zhong)植(zhi)、野生撫(fu)育和仿野生栽(zai)培，開發(fa)30-50種(zhong)中(zhong)(zhong)(zhong)(zhong)藥(yao)(yao)(yao)材(cai)林下種(zhong)植(zhi)模式并(bing)示范推(tui)廣(guang)。五(wu)是(shi)(shi)(shi)統一中(zhong)(zhong)(zhong)(zhong)藥(yao)(yao)(yao)材(cai)追溯標準與管(guan)理辦法，依托現有追溯平臺，建(jian)立覆蓋主要中(zhong)(zhong)(zhong)(zhong)藥(yao)(yao)(yao)材(cai)品種(zhong)的全(quan)過程(cheng)(cheng)追溯體(ti)系(xi)。六是(shi)(shi)(shi)依托現有藥(yao)(yao)(yao)品監管(guan)體(ti)系(xi)，搭建(jian)一批中(zhong)(zhong)(zhong)(zhong)藥(yao)(yao)(yao)材(cai)快速檢(jian)測平臺。

　　中藥新藥獲批有望加速

　　近(jin)年(nian)(nian)來，中(zhong)醫藥(yao)行業重(zhong)磅(bang)支持政策不斷。2023年(nian)(nian)2月10日(ri)，國家(jia)藥(yao)監局發布《中(zhong)藥(yao)注(zhu)冊管理專門(men)規定》，進一步加(jia)強了對中(zhong)藥(yao)研制的指導，具有較強的實操(cao)性。

　　華安證券認(ren)為，可(ke)以預見，未來中(zhong)(zhong)藥新藥獲批有望加速(su)。2022年(nian)首個經典(dian)名(ming)方(fang)(fang)獲批上市(shi)、創新中(zhong)(zhong)藥醫保談判結果積極等各方(fang)(fang)面因(yin)素，都將(jiang)推(tui)進中(zhong)(zhong)藥創新藥加速(su)發(fa)展。

　　華安證(zheng)券稱，眾多中(zhong)藥(yao)(yao)生產企(qi)業中(zhong)，持續布局中(zhong)藥(yao)(yao)創(chuang)新、研發(fa)(fa)(fa)管線完善、研發(fa)(fa)(fa)體(ti)(ti)系清晰(xi)的中(zhong)藥(yao)(yao)公(gong)司(si)具(ju)有顯著的先發(fa)(fa)(fa)優勢，也將(jiang)充分享(xiang)受行業發(fa)(fa)(fa)展的紅(hong)利(li)。建議(yi)關注研發(fa)(fa)(fa)體(ti)(ti)系完備、管線豐富(fu)的中(zhong)藥(yao)(yao)創(chuang)新藥(yao)(yao)公(gong)司(si)。

　　中藥(yao)研(yan)發(fa)涉(she)及多組(zu)分，藥(yao)理機制復雜，目前臨床有效性(xing)評(ping)價不(bu)充分，中藥(yao)CRO行業發(fa)展(zhan)(zhan)仍較為(wei)滯后和(he)受限。從趨(qu)勢上來看，隨著政(zheng)策(ce)不(bu)斷推(tui)進落地，中藥(yao)創新行業將持續受益，中藥(yao)研(yan)發(fa)市場擴容(rong)，中藥(yao)研(yan)發(fa)外(wai)包率提升；企業需求將引導中藥(yao)CRO行業規范、快速發(fa)展(zhan)(zhan)。因此，預(yu)計在政(zheng)策(ce)催化(hua)下，擁有先發(fa)優勢的(de)標的(de)將最先享受市場紅(hong)利(li)。

　　平安證(zheng)券認為，中(zhong)醫藥(yao)(yao)(yao)行業景(jing)氣(qi)(qi)度(du)持續提升。2019年以來中(zhong)醫藥(yao)(yao)(yao)行業重磅支持政(zheng)策不斷，其中(zhong)醫保(bao)對中(zhong)藥(yao)(yao)(yao)態度(du)轉(zhuan)變積極。2022年3月《“十(shi)四五(wu)”中(zhong)醫藥(yao)(yao)(yao)發(fa)展(zhan)規劃》發(fa)布(bu)，這是首個由國(guo)務(wu)院發(fa)布(bu)的中(zhong)醫藥(yao)(yao)(yao)五(wu)年規劃，行業景(jing)氣(qi)(qi)度(du)進入質變階段。