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On August 11th, the heparin concept sector fell.
Thousand Red Pharmaceuticals, North China Pharmaceuticals, Haiprui, Jianyou Shares, Dongcheng Pharmaceuticals, Changshan Pharmaceuticals, Fosun Pharma and Shuangli Pharmaceuticals all fell.
a few days ago, according to the news, August 6, the concept of heparin broke out, Thousand Red Pharmaceuticals, Heppry, Jianyou shares, Changshan Pharmaceuticals and so on rose and stopped.
, will the plate be a flash in the pan? In the industry's view, the outbreak of heparin concept stocks is mainly related to the news that "the United States is stockpileing raw materials (APIs) that can be used to produce essential medicines in future pandemics or national emergencies".
news comes after media reported that the U.S. is stockpileing API, which could be used to produce essential drugs in future pandemics or national emergencies, in an effort to add a layer of protection to the U.S. drug supply chain.
started to start heparin and other raw materials tender reserves, the basic procurement volume of 45.6 trillion units, another 867.2 trillion units for optional, storage cycle of 5 years.
this news, naturally attracted the attention of the industry.
heparin raw materials are mainly used as low molecular weight heparin preparations and other anti-thrombosis, anticoagulant drugs raw materials.
2019, the global heparin market is worth $6.9 billion and is expected to grow to $8.7 billion in 2026, with a compound annual growth rate (CAGR) of 3.4%, according to a report released by QY Research.
the average price of sodium heparin in January-May 2020 was 58.17 million yuan per ton, up 54% from the average price in 2019, according to the study.
China, as a large producer of raw materials, has gradually become the main increase in the global supply of heparin raw materials, heparin raw materials supply accounted for about half of global demand.
as far as domestic leading enterprises in the heparin field are concerned, Heppry (19-year sales of 5.56 trillion units), Jianyou shares (19-year sales of 4.16 trillion units), Dongcheng Pharmaceuticals (19-year sales of 4.16 trillion units) Sales of 2.36 trillion units in 19 years, Chihong Pharmaceuticals (2.26 trillion units in 19 years) and Changshan Pharmaceuticals (1.49 trillion units in 19 years) are undoubtedly the focus of attention in the industry.
at the same time, China is also an exporter of RAW drugs, heparin API industry concentration is high, the top five enterprises accounted for more than 40% of total exports.
According to Henyep Securities research, Heparin RAW drug production is the "big boss", in addition, Jianyou shares, Dongcheng Pharmaceuticals, Changshan Pharmaceuticals, Chihong Pharmaceuticals, etc. are also important domestic exporters of heparin raw materials.
in the industry, in fact, if you do not talk about supply and demand, just look at the recovery in the business climate, related enterprises will also benefit in the long term.
then who is the real beneficiary of heparin raw materials? It is necessary to see if the enterprise has relevant business and performance support.
Among them, from the sales side, the total value of the global heparin market in 2019 is 6.9 billion yuan, the domestic related concepts, Haiprui annual sales of 5.56 trillion units, Jianyou shares annual sales of 4.16 trillion units, Dongcheng Pharmaceutical annual sales of 2.36 trillion units, Thousand Red Pharmaceuticals annual sales of 2.26 trillion units, Changshan Pharmaceuticals annual sales of 1.49 trillion units.
from the perspective of development space, has broken through the rising rest platform of Jianyou shares, as well as break through the bottom of the big platform of Chihong Pharmaceuticals, in addition to Dongcheng Pharmaceuticals, etc., more imaginative space.
Dongcheng Pharmaceuticals said on the interactive platform, affected by swine fever, heparin API prices rose, resulting in the company's first half of the API business year-on-year growth.
The price of heparin in the second half of this year is mainly based on the impact of domestic pig production, while the impact of heparin storage in the United States, is expected to have a certain impact on domestic heparin, the company's API business pre-estimation also has a positive role in promoting.
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