2010年中国中成药行业研究报告 >> 水清木华研究中心

中国是中成药的发源地，也是全球主要生产和消费市场。在政策大力扶持和市场需求双重拉动下，中成药在中国市场发展良好。2006-2009年中国中成药工业总产值和销售收入年均增速分别达13.9%和12.7%，其中中成药终端销售收入占同期国内药品总收入的比重自2006年以来一直保持在30%左右。截至2010年8月，中国中成药生产厂家达1522家，其中上市公司有30多家，如天士力、同仁堂、云南白药等；产品品种达10000多个，如天士力的复方丹参滴丸、同仁堂的六味地黄丸和乌鸡白风丸等；剂型达40余种，如传统的丸、膏、散、丹和现代的胶囊、片剂、喷雾等。

图：2006-2009年中国中成药工业总产值和销售收入（单位：十亿元）

来源：国家统计局，水清木华研究中心

并且，随着中国中成药日益获得国际认可，加之中成药行业高利润刺激（一般营业利润率在70%以上）和化学制药行业本身发展瓶颈所限，全球制药巨头和相关机构开始纷纷以合资、独资等方式涉足与中国中成药相关的领域，如瑞士诺华与昆明制药就蒿甲醚原料的研发和生产签订《专利开发许可总协议》，美国国立卫生研究院（NIH）（世界上最大的医学研究与科研经费管理机构与广州白云山和记黄埔与）就白云山板蓝根颗粒抗病毒机制研究签订了合作协议。

从竞争格局看，由于中成药市场的特殊性，相关生产商很难涉足所有中成药应用领域，一般只在各细分市场占据一定份额。而且由于从事中成药的厂商众多，市场竞争激烈，即使在细分市场，其市场集中度也不高。以心脑血管中成药为例，2007-2009年排名前四的品牌市场份额分别为12.4%、14.6%和17.1%，而排名前十的品牌市场份额分别占24.1%、27.8%和31.2%。不过从趋势看，中国心脑血管中成药市场格局正逐渐走向集中。

《2009-2010年中国中成药行业研究报告》不仅重点研究了中国中成药的国内外运行环境、发展现状、市场供需、竞争格局、进出口以及各细分市场情况，而且还着重分析了天士力、康缘药业、云南白药、奇正藏药、、西藏药业、昆明制药、康恩贝、同仁堂、桂林三金10家上市中成药企业的经营状况和发展前景。

China is the birthplace of Chinese Patent Medicine, and a major producer and consumer of Chinese patent medicine in the world. Driven by both policy incentives and market demand, Chinese patent medicine has developed well in China. From 2006 to 2009, China’s industrial output value and sales revenue of Chinese patent medicine grew at annual rates of 13.9% and 12.7% respectively. The terminal sales revenue of Chinese patent medicine has always accounted for about 30% of the total pharmaceutical revenue of China since 2006. As of August 2010, there had been 1,522 Chinese patent medicine manufacturers in China, including over 30 listed companies, such as Tasly, Tongrentang and Yunnan Baiyao; there had been over 10,000 kinds of Chinese patent medicine, such as Tasly’s Compound Danshen Dripping Pill (Fu Fang Dan Shen Di Wan), Tongrentang’s Bolus of Six Drugs Including Rehmannia (Liu Wei Di Huang Wan) and Bolus of Black-bone Chicken (Wu Ji Bai Feng Wan); there had been over 40 dosage forms, such as traditional bolus, ointment, powder and pellet as well as modern capsule, tablet and spray.

Industrial Output Value and Prime Operating Income of Chinese Patent Medicine in China, 2006-2009（RMB bn）

Source: ResearchInChina; National Bureau of Statistics of China

As China’s Chinese patent medicine has gained increasing international recognition and high profit (generally, the operating profit margin is above 70%), and the chemical and pharmaceutical industry has encountered development bottlenecks, global pharmaceutical giants and related institutions have marched into China’s Chinese patent medicine-related fields through joint venture, sole proprietorship or other forms. For example, Novartis and Kunming Pharmaceutical signed a General Agreement on Patent Development Permit for the R & D and production of artemether raw materials, U.S. National Institutes of Health (NIH) (the world's largest medical research institute and research fund management institution) and Hutchison Whampoa Guangzhou Baiyunshan Chinese Medicine Company Limited signed a cooperative agreement on the research of anti-virus mechanism of Baiyunshan Radix Isatidis Granule.

Due to the particularity of Chinese patent medicine market, manufacturers generally can only set foot in some market segments instead of all application fields of Chinese patent medicine. Moreover, as there are a lot of manufacturers engaged in Chinese patent medicine, the competition among them is intense, and the market concentration is low even in market segments. For example, in the field of Chinese patent medicine for cardiovascular and cerebrovascular diseases, top 4 brands accounted for 12.4%, 14.6% and 17.1% of the total market respectively during 2007 to 2009, while top 10 brands held 24.1%, 27.8% and 31.2% of the total market respectively during 2007 to 2009. However, the market concentration of Chinese patent medicine for cardiovascular and cerebrovascular diseases is showing an upward trend in China.

The report analyzes the domestic & global operating environment, current development, supply & demand, competition pattern, import & export and market segments of China’s Chinese patent medicine industry. It also studies the operation and development prospect of 10 listed Chinese patent medicine enterprises, including Tasly, Kanion Pharmaceutical, Yunnan Baiyao, Tibet Cheezheng Tibetan Medicine, Tibet Rhodiola Pharmaceutical, Kunming Pharmaceutical, CONBA, Tongrentang and Guilin Sanjin.

第一章中成药概述
1.1 定义及分类
1.2 中成药与植物药、天然药的异同
1.3 中成药产业链

第二章中国中成药市场运行环境分析
2.1 国际环境
2.1.1 相关政策
2.1.2 市场现状
2.1.3 发展动态
2.2 国内环境
2.2.1 相关政策
2.2.2 中药行业总体运行情况

第三章中国中成药市场总体概括
3.1 发展现状
3.2 市场供需
3.2.1 市场供给
3.2.2 市场需求
3.3 竞争格局
3.4 进出口
3.4.1 出口分析
3.4.2 进口分析
3.5 发展前景及动态
3.5.1 国际市场
3.5.2 国内市场
3.5.3 原材料影响

第四章中国中成药细分市场分析
4.1 心脑血管
4.1.1 市场规模
4.2 抗肿瘤类
4.3 呼吸系统类

第五章中国中成药主要生产企业分析
5.1 天士力
5.1.1 公司简介
5.1.2 经营状况
5.1.3 发展前景及动态
5.2 康缘药业
5.2.1 公司简介
5.2.2 经营状况
5.2.3 发展前景及优势
5.3 云南白药
5.3.1 公司简介
5.3.2 经营状况
5.3.3 发展前景及优势
5.4片仔癀
5.4.1 公司简介
5.4.2 经营状况
5.4.3 发展前景及优势
5.5 奇正藏药
5.5.1 公司简介
5.5.2 经营状况
5.5.3 发展前景及优势
5.6 西藏药业
5.6.1 公司简介
5.6.2 经营状况
5.6.3 发展前景及优势
5.7 昆明制药
5.7.1 公司简介
5.7.2 经营状况
5.7.3 发展前景及优势
5.8 康恩贝
5.8.1 公司简介
5.9.2 经营状况
5.8.3 发展前景及优势
5.9 同仁堂
5.9.1 公司简介
5.9.2 经营状况
5.9.3 发展前景及优势
5.10 桂林三金
5.10.1 公司简介
5.10.2 经营状况
5.10.3 发展前景及优势

1. Overview of Chinese Patent Medicine
1.1 Definition and Classification
1.2 Comparison among Chinese Patent Medicine, Herbal Medicine and Natural Medicine
1.3 Industry Chain

2. Market Operating Environment for China’s Chinese Patent Medicine
2.1 Global Environment
2.1.1 Polices
2.1.2 Market Status
2.1.3 Development Trend
2.2 Domestic Environment
2.2.1 Polices
2.2.2 Operation of TCM Industry

3. Overview of China’s Chinese Patent Medicine Market
3.1 Status Quo
3.2 Supply and Demand
3.2.1 Supply
3.2.2 Demand
3.3 Competition
3.4 Import & Export
3.4.1 Export
3.4.2 Import
3.5 Development Prospect and Trend
3.5.1 International Market
3.5.2 Domestic Market
3.5.3 Influence of Raw Materials

4. Chinese Patent Medicine Market Segments in China
4.1 Cardiovascular and Cerebrovascular
4.1.1 Market Scale
4.2 Anti-tumor
4.3 Respiratory System

5. Major Chinese Patent Medicine Manufacturers in China
5.1 Tasly
5.1.1 Profile
5.1.2 Operation
5.1.3 Development Prospect and Trend
5.2 Kanion Pharmaceutical
5.2.1 Profile
5.2.2 Operation
5.2.3 Development Prospect and Advantages
5.3 Yunnan Baiyao
5.3.1 Profile
5.3.2 Operation
5.3.3 Development Prospect and Advantages
5.4 Pien Tze Huang
5.4.1 Profile
5.4.2 Operation
5.4.3 Development Prospect and Advantages
5.5 Tibet Cheezheng Tibetan Medicine
5.5.1 Profile
5.5.2 Operation
5.5.3 Development Prospect and Advantages
5.6 Tibet Rhodiola Pharmaceutical
5.6.1 Profile
5.6.2 Operation
5.6.3 Development Prospect and Advantages
5.7 Kunming Pharmaceutical
5.7.1 Profile
5.7.2 Operation
5.7.3 Development Prospect and Advantages
5.8 CONBA
5.8.1 Profile
5.8.2 Operation
5.8.3 Development Prospect and Advantages
5.9 Tongrentang
5.9.1 Profile
5.9.2 Operation
5.9.3 Development Prospect and Advantages
5.10 Guilin Sanjin
5.10.1 Profile
5.10.2 Operation
5.10.3 Development Prospect and Advantages

图：中成药产业链示意图
表：1999-2005年全球植物药市场分布
图：2005年全球植物药市场企业份额对比
表：近些年外企涉足中国植物药案例
表：与中成药相关的国家政策
图：2006-2009年中药行业总产值及各子行业产值占比
图：2006-2009年中国中成药工业总产值和销售收入
图：2006-2010年8月中国中成药企业数
表：2009年中成药进入中国基本药物和国家医保药物目录的种类占比
图：2006-2009年中国中成药产量及增长率
图：2009年中国中成药（分区域）产量占比
图：2005-2009年中国中成药终端销售收入及占医药市场比重
图：2009年中国中成药市场产品结构占比（按用途和功效）
图：2006-2010年上半年中国中成药出口量及金额
表：2010上半年中国中成药主要出口国家和地区
表：2010年上半年中国中成药单品出口量及金额
表：2010上半年中国中成药出口前10省份
图：2007-2010上半年中国中成药进口量和进口金额
表：2010上半年中国进口中成药来源国家和地区
表：2010上半年中国进口中成药主要采购地区
表：2007-2010上半年中国主要中成药企业毛利率
图：2010年中国几种中药材价格月度走势
表：2007-2009年中国心脑血管用中成药前10品牌市场份额
图：2009年中国抗肿瘤市场化学制药与中成药占比
图：2009年中国抗肿瘤和免疫调节剂用中成药前10品牌市场份额
图：2006-2009年中国咽喉和清热类冲剂中成药市场规模及增长率
表：2008年中国咽喉用中成药前10品牌市场份额
图：2008年中国清热类冲剂中成药前10品牌市场份额
图：2007-2010上半年天士力营业收入与利润总额
图：2010上半年天士力（分行业）营业收入构成
图：2010上半年天士力（分区域）营业收入构成
图：天士力现代中药产业链流程图
图：2007-2010上半年康缘药业营业收入与利润总额
表：2009-2010上半年康缘药业（分行业或产品）营业收入及营业利润率
图：2007-2010上半年云南白药营业收入与利润总额
图：2009-2010上半年云南白药（分行业或产品）营业收入与营业利润率
图：2009-2010上半年云南白药（分地区）营业收入及占比
图：2007-2010上半年片仔癀营业收入与利润总额
图：2007-2010上半年片仔癀系列产品营业收入与营业利润率
表：2009-2010上半年片仔癀（分地区）营业收入及占比
图：2007-2010上半年奇正藏药营业收入与利润总额
表：2007-2010上半年奇正藏药（分产品）营业收入及营业利润率
表：2009-2010上半年奇正藏药（分地区）营业收入及占比
图：2007-2010上半年西藏药业营业收入与利润总额
表：2009-2010上半年西藏药业（分产品）营业收入与营业利润率
图：2007-2010上半年昆明制药营业收入与利润总额
图：2007-2010上半年昆明制药天然制药系列营业收入与营业利润率
表：2009-2010上半年昆明制药（分地区）营业收入及占比
图：2007-2010上半年康恩贝营业收入与利润总额
图：2007-2010上半年康恩贝现代植物药营业收入与营业利润率
表：2009-2010上半年康恩贝（分地区）营业收入及占比
图：2007-2010上半年同仁堂营业收入与利润总额
表：2009年同仁堂控股的制药子公司营业收入与净利润
表：2009-2010年同仁堂（分地区）营业收入及占比
图：2007-2010上半年桂林三金营业收入与利润总额
表：2009-2010上半年桂林三金（分产品）营业收入与营业利润率
表：2009-2010上半年桂林三金（分地区）营业收入及占比

Chinese Patent Medicine Industry Chain
Distribution of global Herbal Medicine Market, 1999-2005
Market Shares of Herbal Medicine Enterprises in the World, 2005
Cases of Foreign Enterprises Entering the Field of Chinese Herbal Medicine
National Policies Related with Chinese Patent Medicine
Total Output Value of Traditional Chinese Medicine Industry and by Sub-sector, 2006-2009
Industrial Output Value and Sales Revenue of Chinese Patent Medicine in China, 2006-2009
Number of Chinese Patent Medicine Enterprises in China, 2006-Aug. 2010
Chinese Patent Medicines Included in the Catalog of Essential Medicines and National Medical Insurance-covered Medicines of China by Category, 2009
Output and Growth Rate of Chinese Patent Medicine in China, 2006-2009
Output of Chinese Patent Medicine (by Region) in China, 2009
Chinese Patent Medicine Terminal Sales Revenue and Its Proportion in Pharmaceutical Market in China, 2005-2009
Product Structure of Chinese Patent Medicine Market (by Purpose and Effectiveness) in China, 2009
China’s Export Volume and Value of Chinese Patent Medicine, 2006-H1 2010
Export Destinations of China’s Chinese Patent Medicine, H1 2010
China’s Export Volume and Value of Chinese Patent Medicine by Product, H1 2010
Top 10 Provinces by Export of Chinese Patent Medicine, H1 2010
China’s Import Volume and Value of Chinese Patent Medicine, 2007-H1 2010
Countries and Regions Where China Imported Chinese Patent Medicine from, H1 2010
Major Regions Where China Imported Chinese Patent Medicine from, H1 2010
Gross Margin of Major Chinese Patent Medicine Enterprises in China, 2007-H1 2010
Monthly Prices of Several Chinese Herbal Medicines in China, 2010
Top 10 Brands of Chinese Patent Medicine for Cardio-cerebral-vascular Diseases in China, 2007-2009
Proportion of Chemical Pharmaceutical to Chinese Patent Medicine in Chinese Anti-tumor Market, 2009
Top 10 Brands of Chinese Patent Medicine for Anti-tumor and Immune Regulation in China, 2009
Market Scale and Growth Rate of Chinese Patent Medicine (Granule) for Throat and Heat Expelling in China, 2006-2009
Top 10 Brands of Chinese Patent Medicine for Throat in China, 2008
Top 10 Brands of Chinese Patent Medicine (Granule) for Heat Expelling in China, 2008
Operating Income and Total Profit of Tasly, 2007-H1 2010
Operating Income of Tasly (by Industry), H1 2010
Operating Income of Tasly (by Region), H1 2010
Modern Traditional Chinese Medicine Industry Chain of Tasly
Operating Income and Total Profit of Kanion Pharmaceutical, 2007-H1 2010
Operating Income and Operating Profit Margin of Kanion Pharmaceutical (by Industry or Product), 2009-H1 2010
Operating Income and Total Profit of Yunnan Baiyao, 2007-H1 2010
Operating Income and Operating Profit Margin of Yunnan Baiyao (by Industry or Product), 2009-H1 2010
Operating Income of Yunnan Baiyao (by Region), 2009-H1 2010
Operating Income and Total Profit of Pien Tze Huang, 2007-H1 2010
Operating Income and Operating Profit Margin of Pien Tze Huang by Product, 2007-H1 2010
Operating Income of Pien Tze Huang (by Region), 2009-H1 2010
Operating Income and Total Profit of Tibet Cheezheng Tibetan Medicine, 2007-H1 2010
Operating Income and Operating Profit Margin of Tibet Cheezheng Tibetan Medicine (by Product), 2007-H1 2010
Operating Income of Tibet Cheezheng Tibetan Medicine (by Region), 2009-H1 2010
Operating Income and Total Profit of Tibet Rhodiola Pharmaceutical, 2007-H1 2010
Operating Income and Operating Profit Margin of Tibet Rhodiola Pharmaceutical (by Product), 2009-H1 2010
Operating Income and Total Profit of Kunming Pharmaceutical, 2007-H1 2010
Operating Income and Operating Profit Margin of Natural Medicine of Kunming Pharmaceutical, 2007-H1 2010
Operating Income of Kunming Pharmaceutical (by Region), 2009-H1 2010
Operating Income and Total Profit of CONBA, 2007-H1 2010
Operating Income and Operating Profit Margin of CONBA's Modern Herbal Medicine, 2007-H1 2010
Operating Income of CONBA (by Region), 2009-H1 2010
Operating Income and Total Profit of Tongrentang, 2007-H1 2010
Operating Income and Net Profit of Subsidiaries of Tongrentang, 2009
Operating Income of Tongrentang (by Region), 2009-2010
Operating Income and Total Profit of Guilin Sanjin, 2007-H1 2010
Operating Income and Operating Profit Margin of Guilin Sanjin (by Product), 2009-H1 2010
Operating Income of Guilin Sanjin (by Region), 2009-H1 2010