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雷达卡
1. 中医药行业综述........................................................................................................................................................5
1.1 中药行业在国民经济中的地位.......................................................................................................................5
1.2地域因素对中药行业的影响............................................................................................................................6
1.3 中药在医药行业中地位及子行业的比重.......................................................................................................8
2. 产业链、竞争性分析..............................................................................................................................................10
2.1中药行业产业链.............................................................................................................................................10
2.2 波特模型分析................................................................................................................................................11
2.2.1 上游供应.............................................................................................................................................12
2.2.2 下游消费.............................................................................................................................................12
2.2.3 潜在进入者.........................................................................................................................................14
2.2.4 同业竞争.............................................................................................................................................14
2.2.5 替代产品.............................................................................................................................................15
3．需求潜力和行业周期.............................................................................................................................................16
3.1 行业需求潜力................................................................................................................................................16
3.2 行业周期分析................................................................................................................................................19
3.2.1 资源优势.............................................................................................................................................20
3.2.2 传统优势.............................................................................................................................................20
3.2.3 疗效优势.............................................................................................................................................20
4. 医改前景分析..........................................................................................................................................................21
5.中药子行业情况........................................................................................................................................................23
5.1 中成药制造业................................................................................................................................................23
5.1.1 心脑血管疾病中成药..........................................................................................................................24
5.1.2 抗肿瘤中成药.....................................................................................................................................27
5.2 中药饮片行业情况........................................................................................................................................35
5.2.1 中药饮片行业上游和下游..................................................................................................................36
5.2.2 饮片行业现状.....................................................................................................................................37
6.中药行业总结............................................................................................................................................................38
7. 我们的结论：..........................................................................................................................................................39
渤海证券-中药行业深度研究：阴影之下，仍有彩虹-100806.pdf
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