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Healthcare · 13.2

Traditional Chinese Medicine

Quantified news impact based on deduplicated, quality-reviewed events in a single 200-day window.

Average net impact+19weighted per event
Average gross impact27absolute weighted average
Events5same period
Confidence75%model average
Raw intensity54before weighting
Previous period0net impact
Gross changeInsufficient base
Diffusion speed0.0 / day
Concentration22%
Direction disagreement30%
Source independence100%5 sources
IMPACT TREND

200-day effective impact

Positive 4 · Negative 1 · Mixed 0

Current periodPrevious period
TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact
Short term50%67 cumulative effective impact
Medium term18%25 cumulative effective impact
Long term32%43 cumulative effective impact
CO-IMPACT

Related industries

13.1Pharmaceuticals3 shared events+3013.3Biotechnology3 shared events+2513.15Pharmaceutical R&D Services2 shared events+1715.5Logistics & Express Delivery1 shared event+1113.4Medical Consumables1 shared event+1013.5Medical Equipment1 shared event+910.4Artificial Intelligence1 shared event+6
EVENT EVIDENCE

Events ranked by effective impact

Page 1 of 1 · 5 events

Macro0

No evidence on this page.

Industries5
01
Industriespositive

China Targets 15-Minute TCM Service by 2030; Zhongji Innolight, BOE A, Hailiang Plan Buybacks and Holdings

China's 11 government departments jointly issued an action plan to strengthen grassroots traditional Chinese medicine services, aiming to establish a 15-minute TCM service circle by 2030. Separately, Zhongji Innolight's chairman proposed a share buyback of RMB 4 billion to RMB 8 billion. BOE A's controlling shareholder plans to increase holdings by RMB 500 million to RMB 1 billion, and Hailiang's controlling shareholder by RMB 600 million to RMB 1 billion. Since July, the TCM sector index gained 10.22% while the Shanghai Composite fell 6.87%. Stocks such as Longsheng surged 101.27%, Zhenbaodao rose 57.08%, and others gained over 20%. Zhongji Innolight fell 28.5% since July, BOE A dropped 35.71%, and Hailiang declined 26.09%.

Effective
+43
Intensity
70
Confidence
85%
Horizon
Long term
02
Industriespositive

China Issues TCM Revitalization Plan; Drug Registration Approvals and Medical Services Index Surge 4%

A-share medical services index rose over 4% on July 27 as multiple drug firms, including ST Wanbang, received registration certificates. Wanbang Pharmaceutical surged over 13%, while several other stocks gained over 6%. The National Administration of Traditional Chinese Medicine and the National Development and Reform Commission issued the 15th Five-Year Plan for TCM revitalization, covering the 2026-2030 period.

Effective
+25
Intensity
60
Confidence
70%
Horizon
Medium term
03
Industriespositive

China's Innovative Drug Out-Licensing Hits 81 Deals ~$110 Billion in H1 2026; 38 Class 1 Drugs Approved

In the first half of 2026, China's innovative drug out-licensing reached 81 deals valued at about $110 billion, already 80% of the full-year 2025 total. Meanwhile, 38 Class 1 innovative drugs were approved for market, including 11 with new targets and mechanisms, all domestically developed. Chinese companies accounted for eight of the top ten global pharmaceutical deals, and total deal value represented about 70% of global M&A. The period also saw the first AI-discovered drug enter Phase III trials in China.

Effective
+25
Intensity
40
Confidence
75%
Horizon
Short term
04
Industriespositive

China's Pharmaceutical Distribution Market Reaches 1.54 Trillion RMB in First Half of 2026, Up 4%

In the first half of 2026, China's pharmaceutical distribution industry recorded a market size of about 1.54 trillion RMB, up approximately 4% year on year. The sector is accelerating its transformation toward intensification and specialization. High-end cold chain logistics has emerged as a profit growth driver, with leading enterprises deploying multi-temperature zone smart warehouses nationwide. As digital and intelligent upgrades become widespread, AI scheduling, unmanned warehouses, and full-chain temperature and humidity tracking have become standard.

Effective
+22
Intensity
50
Confidence
75%
Horizon
Short term
05
Industriesnegative

Bozhou Investigates Raw Aconite Sold as Health Product; Herbal Market Sales 56 Billion RMB

Following a media report that raw aconite, a toxic herb, was being sold online as a health product, the city of Bozhou in Anhui province set up an investigation team. The local herbal market, one of the world's largest, has annual sales of 56 billion RMB. Raw aconite was priced at 40 to 80 RMB per jin depending on processing. The report highlighted that the herb's end use had shifted from pharmacies to home brewing.

Effective
-20
Intensity
50
Confidence
70%
Horizon
Short term
Companies0

No evidence on this page.