中药类上市公司2023年中报综述分析

中国银河证券博士后科研工作站研究报告/yhwz/postdoc/index.sh1一、中药类上市公司2023年中期业绩可喜图表1：76家中药类上市公司2023年中期与2022年中期营业总收入比较营业总收入[2022年中期，合并报表，百万元]营业总收入[2023年中期，合并报表，百万元]203年中期营业总收入(同比增长率)300534.SZ陇神戎发150.3815591.4722113.9361300039.SZ上海凯宝540.1717846.347956.6813000999.SZ华润三九8,400.943613,146.125756.4839836433.BJ大唐药业80.7914123.160652.4428002424.SZ贵州百灵1,282.84451,899.531548.0718603439.SH贵州三力429.7879630.661746.7379600771.SH广誉远479.4126663.850138.4716600211.SH西藏药业1,343.18801,820.237035.5162002737.SZ葵花药业2,249.16833,033.922734.8909600518.SHST康美1,778.86692,377.001833.6245002644.SZ佛慈制药461.7885609.032831.8857600085.SH同仁堂7,507.01139,760.696230.0211000623.SZ吉林敖东1,250.23261,583.013626.6175600129.SH太极集团7,185.24919,051.351124.8471600252.SH中恒集团1,189.67751,479.369024.3504000590.SZ启迪药业178.3916190.050722.3531600572.SH康恩贝2,845.97193,764.542822.1902002603.SZ以岭药业5,566.26556,790.561621.9949600557.SH康缘药业2,097.17732,553.167921.7431688799.SH华纳药厂592.3073721.054521.7366600750.SH江中药业1,900.87462,297.549420.8680002275.SZ桂林三金995.47451,194.164219.9593600566.SH济川药业3,863.12104,628.976019.8248000423.SZ东阿阿胶1,825.89702,167.139018.6890000790.SZ华神科技407.3897483.058818.5742600351.SH亚宝药业1,293.92101,532.836418.4644600976.SH健民集团1,827.30062,161.430317.6699300049.SZ福瑞股份449.0726524.484016.7927中国银河证券博士后科研工作站研究报告/yhwz/postdoc/index.sh2002864.SZ盘龙药业430.9746500.018416.0204600222.SH太龙药业863.6769993.909715.0789600436.SH片仔癀4,422.63215,045.275714.0786600285.SH羚锐制药1,502.67881,700.662513.1754300181.SZ佐力药业894.94811,011.458613.0187000538.SZ云南白药18,016.738620,309.372912.7250300158.SZ振东制药1,725.63401,932.888812.0104002317.SZ众生药业1,325.85871,482.289511.7985833266.BJ生物谷282.4750313.024510.8149603139.SH康惠制药243.0219269.296810.8118002566.SZ益盛药业428.4091469.42859.5748301111.SZ粤万年青134.0955146.83819.5027002773.SZ康弘药业1,763.39241,920.40488.9040600535.SH天士力4,010.85864,392.00088.8811600329.SH达仁堂3,774.76384,088.30888.3063600332.SH白云山37,220.450539,970.33067.3881300878.SZ维康药业295.6234316.43877.0412603896.SH寿仙谷349.5295371.49066.2830000766.SZ通化金马693.7252728.49115.0115000650.SZ仁和药业2,561.09602,681.91814.7176603567.SH珍宝岛2,481.25562,589.66124.3690002198.SZ嘉应制药246.8510257.41474.2794002390.SZ信邦制药3,143.56593,256.47613.5918300026.SZ红日药业3,311.57953,423.47933.3790600594.SH益佰制药1,446.06341,479.70142.3262002412.SZ汉森制药462.6799471.67241.9436600381.SH青海春天105.3862107.42361.9333300147.SZ香雪制药1,190.98831,201.35250.8702002349.SZ精华制药791.5464795.34950.4805600613.SH神奇制药1,202.24641,205.67510.2852002873.SZ新天药业524.5379525.90640.2609600479.SH千金药业1,910.72871,912.80650.1087600671.SH*ST目药51.864350.9539-1.7553603858.SH步长制药7,098.09696,957.6774-1.9783603998.SH方盛制药873.3092855.2155-2.0719002107.SZ沃华医药503.5970492.3091-2.2415002826.SZ易明医药385.7111376.4355-2.4048832566.BJ梓橦宫203.3453195.8596-3.6813000989.SZ九芝堂1,889.17161,818.9095-3.7192002287.SZ奇正藏药896.9194829.8066-7.4826600422.SH昆药集团4,227.51033,770.6383-10.8071600538.SH国发股份219.2609194.2523-11.4058300519.SZ新光药业170.4641149.0386-12.5690603963.SH大理药业69.682359.5705-14.5114600993.SH马应龙1,927.75581,640.3517-14.9087300108.SZ*ST吉药252.3843159.2309-36.9093002750.SZ龙津药业78.111143.6341-44.1384002433.SZ*ST太安509.7415261.1369-48.7707175,287.6166200,350.575814.30中国银河证券博士后科研工作站研究报告/yhwz/postdoc/index.sh3图表2：76家中药类上市公司2023年中期与2022年中期利润总额比较证券代码证券简称利润总额[2022年中期，合并报表，百万元]利润总额[2023年中期，合并报表，百万元]2023年中期利润总额(同比增长率)[%]600129.SH太极集团149.6029692.2687349.6072600535.SH天士力-343.1921828.6625335.4338300534.SZ陇神戎发6.586553.8828209.6745000623.SZ吉林敖东409.86281,100.1734168.4248600211.SH西藏药业310.3207664.2362114.0483000538.SZ云南白药1,656.65983,303.279799.3940603998.SH方盛制药61.9799121.307795.7210600572.SH康恩贝335.8918642.418987.0113002198.SZ嘉应制药11.444120.864482.3164000423.SZ东阿阿胶357.1608648.012181.4343300049.SZ福瑞股份67.5115114.253769.2359603439.SH贵州三力69.8507117.147667.7115300039.SZ上海凯宝100.0969163.748563.5899600351.SH亚宝药业119.1891191.483860.6555300147.SZ香雪制药-147.3883-58.260160.4717002737.SZ葵花药业530.9178815.840053.6660002603.SZ以岭药业1,268.76271,933.391552.3840300108.SZ*ST吉药-245.5819-127.476348.0921600329.SH达仁堂549.8221808.735947.0905300181.SZ佐力药业160.3297228.710542.6501600518.SHST康美-192.9591-115.470140.1582600771.SH广誉远11.773316.336238.7558600085.SH同仁堂1,353.19551,864.010637.7488000999.SZ华润三九1,815.28102,495.425537.4677600976.SH健民集团219.8002283.137535.1285002287.SZ奇正藏药251.0050338.836334.9918600557.SH康缘药业251.1956334.746433.2613600566.SH济川药业1,186.22751,562.466631.7173002424.SZ贵州百灵107.9823140.662930.2647836433.BJ大唐药业19.896825.797529.6567603567.SH珍宝岛319.6195413.638329.4159688799.SH华纳药厂95.5775120.112925.6707002275.SZ桂林三金359.0739433.957620.8547002390.SZ信邦制药173.3802208.822120.4417002864.SZ盘龙药业53.180663.199218.8389002433.SZ*ST太安-135.2839-111.460217.6101002644.SZ佛慈制药58.742169.032717.5183600436.SH片仔癀1,597.62431,861.157116.4953600285.SH羚锐制药313.5260364.453416.2434000650.SZ仁和药业489.9344561.138114.5333002349.SZ精华制药178.3012203.195213.9618600750.SH江中药业493.2517561.053713.7459002412.SZ汉森制药89.1762100.147612.3030600613.SH神奇制药47.884053.673212.0901300878.SZ维康药业66.095673.363810.9965600993.SH马应龙315.8520345.64059.4311603896.SH寿仙谷82.701290.35359.2530600332.SH白云山3,332.23263,532.69166.0158002826.SZ易明医药17.051618.06395.9362600422.SH昆药集团267.5686283.43125.9284600479.SH千金药业161.5397169.15454.7139600381.SH青海春天-49.4062-47.19374.4782002566.SZ益盛药业55.537157.64873.8021600671.SH*ST目药-24.3784-23.64303.0167000790.SZ华神科技19.651520.19472.7643600594.SH益佰制药150.2966153.64232.2261301111.SZ粤万年青28.757228.95470.6868300026.SZ红日药业405.8438408.13250.5639中国银河证券博士后科研工作站研究报告/yhwz/postdoc/index.sh4002773.SZ康弘药业627.1833621.0760-0.9738002317.SZ众生药业237.6463233.3524-1.8068603858.SH步长制药988.0618864.2862-12.5271603963.SH大理药业-7.7913-8.9644-15.0570002873.SZ新天药业67.436955.5687-17.5990832566.BJ梓橦宫63.010349.8156-20.9405603139.SH康惠制药17.586811.6344-33.8459000590.SZ启迪药业14.16038.9941-36.4835300519.SZ新光药业71.450045.3425-36.5395000989.SZ九芝堂470.7572296.5270-37.0106000766.SZ通化金马18.481710.5171-43.0944002107.SZ沃华医药58.302431.4154-46.1165300158.SZ振东制药55.766229.4900-47.1184600252.SH中恒集团72.074529.0511-59.6930600222.SH太龙药业-22.9051-48.3899-111.2622600538.SH国发股份13.6102-7.1966-152.8763833266.BJ生物谷7.8709-4.3026-154.6646002750.SZ龙津药业-2.3868-17.6423-639.165622,166.872131,421.761441.75099371图表3：76家中药类上市公司2023年中期与2022年中期净利润比较证券代码证券简称净利润[2022年中期，合并报表，百万元]净利润[[2023年中期，合并报表，百万元]2023年中期净利润[(同比增长率)[%]600129.SH太极集团122.0570570.8066352.8919600535.SH天士力-463.4619686.8183245.4330300534.SZ陇神戎发4.716445.4816227.0255600211.SH西藏药业265.1922599.8343126.1885600572.SH康恩贝255.5785575.6452118.7649603998.SH方盛制药49.2914106.0684115.1865000623.SZ吉林敖东490.17401,053.8819115.0016002198.SZ嘉应制药8.594718.2485112.3221000538.SZ云南白药1,366.40982,826.2588106.8383000423.SZ东阿阿胶308.0418531.878272.6643600351.SH亚宝药业98.3372166.592369.4093603439.SH贵州三力59.4525100.193668.5271300039.SZ上海凯宝82.2730135.078264.1829300147.SZ香雪制药-153.3714-58.390461.9287002737.SZ葵花药业425.6464678.906159.5000002603.SZ以岭药业1,047.26421,603.050353.0703600329.SH达仁堂477.9651714.467449.4811300108.SZ*ST吉药-248.5300-129.792047.7761300049.SZ福瑞股份53.252978.171946.7938000766.SZ通化金马7.076210.304445.6193600085.SH同仁堂1,088.90121,558.311843.1086002424.SZ贵州百灵85.4770121.799342.4936000999.SZ华润三九1,448.59842,059.859642.1967603567.SH珍宝岛243.1458344.767541.7945中国银河证券博士后科研工作站研究报告/yhwz/postdoc/index.sh5300181.SZ佐力药业142.4336201.775241.6626600518.SHST康美-195.5112-125.065036.0318600771.SH广誉远6.66839.016735.2164600976.SH健民集团198.5886253.232534.4689002287.SZ奇正藏药231.3981310.700234.2709600557.SH康缘药业211.3642282.889033.8396600566.SH济川药业1,015.99631,342.057832.0928836433.BJ大唐药业17.053721.807827.8768688799.SH华纳药厂81.6398103.274426.5001002275.SZ桂林三金302.9154379.540825.2960002390.SZ信邦制药156.0128191.597422.8088002864.SZ盘龙药业45.621854.870920.2735002826.SZ易明医药12.189314.651820.2022600436.SH片仔癀1,345.28841,586.984717.9661600285.SH羚锐制药270.6226317.027317.1474000650.SZ仁和药业371.3490428.261915.3260002433.SZ*ST太安-129.1022-109.370515.2838002412.SZ汉森制药78.881690.667214.9408600750.SH江中药业412.8602474.136614.8419002349.SZ精华制药151.2912173.564914.7223300878.SZ维康药业57.521265.525513.9154002644.SZ佛慈制药51.403456.842910.5819603896.SH寿仙谷82.179290.23589.8037600993.SH马应龙272.3745293.66257.8157600332.SH白云山2,748.93182,921.74306.2865002317.SZ众生药业200.4939212.24885.8629600422.SH昆药集团218.3746230.52705.5650600613.SH神奇制药32.762334.50865.3303002566.SZ益盛药业47.809049.96514.5098600479.SH千金药业138.6939144.33024.0639600671.SH*ST目药-24.3856-23.64313.0449300026.SZ红日药业348.8072349.73150.0557600381.SH青海春天-48.9388-49.0732-0.2744002773.SZ康弘药业533.8950519.7071-2.6574301111.SZ粤万年青25.462624.7494-2.8009600594.SH益佰制药125.7851121.7284-3.2251000790.SZ华神科技15.271314.3534-6.0110603858.SH步长制药783.8048683.5810-12.7868002873.SZ新天药业57.447646.3276-19.3568832566.BJ梓橦宫54.093943.0079-20.4940603963.SH大理药业-8.4907-10.7824-26.9896000989.SZ九芝堂366.9099243.9038-33.5249300519.SZ新光药业60.804938.5397-36.6175002107.SZ沃华医药47.138529.5645-37.2817603139.SH康惠制药15.12158.9279-40.9586000590.SZ启迪药业11.58226.4570-44.2507600252.SH中恒集团53.720028.9604-46.0901300158.SZ振东制药22.923912.2093-46.7397600222.SH太龙药业-24.1807-42.8399-77.1658833266.BJ生物谷5.8200-3.9869-168.5043600538.SH国发股份9.6288-8.4505-187.7631002750.SZ龙津药业-4.4767-18.4354-311.807318,127.932426,513.990546.26042189中国银河证券博士后科研工作站研究报告/yhwz/postdoc/index.sh6图表4：76家中药类上市公司2023年中报与2022年中报每股收益比较证券代码证券简称每股收益-基本[[2022年中期.合并报表.元]每股收益-基本[[2023年中期.合并报表.元]2023年中期每股收益-基本[(同比增长600129.SH太极集团0.22001.0200343.4783300534.SZ陇神戎发0.00650.1061283.0325600535.SH天士力-0.27250.4715269.4215600572.SH康恩贝0.08100.2010142.1687600211.SH西藏药业1.06002.4000126.4151000623.SZ吉林敖东0.43450.9434117.1231002198.SZ嘉应制药0.01690.0360113.0178000423.SZ东阿阿胶0.47870.824772.2791600351.SH亚宝药业0.13040.218267.3313603998.SH方盛制药0.15000.250066.6667300039.SZ上海凯宝0.07910.129363.4640300108.SZ*ST吉药-0.3645-0.136962.4417300147.SZ香雪制药-0.2600-0.100061.5385002737.SZ葵花药业0.70001.100059.4203603439.SH贵州三力0.16000.250056.2500600329.SH达仁堂0.61000.940054.0984002603.SZ以岭药业0.62760.961353.1708002424.SZ贵州百灵0.06000.090050.0000836433.BJ大唐药业0.06000.090050.0000603567.SH珍宝岛0.25390.366244.2300000538.SZ云南白药1.10001.580043.6364000766.SZ通化金马0.00780.011243.5897600518.SHST康美-0.0140-0.009035.7143688799.SH华纳药厂0.89001.200034.8315300049.SZ福瑞股份0.12370.166634.6807002287.SZ奇正藏药0.43770.589334.6356600976.SH健民集团1.31001.650033.0645600085.SH同仁堂0.54200.719032.6568000999.SZ华润三九1.46001.910030.8219600566.SH济川药业1.14301.463027.9965300181.SZ佐力药业0.22160.281827.1661600557.SH康缘药业0.37000.470027.0270002275.SZ桂林三金0.53000.650022.6415000650.SZ仁和药业0.21430.254718.8521002349.SZ精华制药0.15980.189918.8360002390.SZ信邦制药0.06760.080318.7870600436.SH片仔癀2.18002.550016.9725002826.SZ易明医药0.06000.070016.6667002412.SZ汉森制药0.15680.180214.9235600285.SH羚锐制药0.49000.563014.8980300878.SZ维康药业0.39400.446313.3892600750.SH江中药业0.62000.700012.9032002864.SZ盘龙药业0.52000.580011.5385002644.SZ佛慈制药0.10070.111710.9