-
Categories
-
Pharmaceutical Intermediates
-
Active Pharmaceutical Ingredients
-
Food Additives
- Industrial Coatings
- Agrochemicals
- Dyes and Pigments
- Surfactant
- Flavors and Fragrances
- Chemical Reagents
- Catalyst and Auxiliary
- Natural Products
- Inorganic Chemistry
-
Organic Chemistry
-
Biochemical Engineering
- Analytical Chemistry
- Cosmetic Ingredient
-
Pharmaceutical Intermediates
Promotion
ECHEMI Mall
Wholesale
Weekly Price
Exhibition
News
-
Trade Service
On October 31, Guiyang Xintian Pharmaceutical Co.
, Ltd.
(Xintian Pharmaceutical, 002873) released the third quarterly report of 2022, showing that Xintian Pharmaceutical's revenue and net profit both increased
.
As of the end of the reporting period, the company's total operating income was 869 million yuan, a year-on-year increase of 16.
63%, and the net profit attributable to the parent was 105 million yuan, a year-on-year increase of 17.
94%.
Figure 1: Xintian Pharmaceutical's core operating data from 2016 to 2022
First, Miao medicine is the feature, gynecology, urinary diseases are mainly used
Most of the proprietary Chinese medicine products produced by Xintian Pharmaceutical are exclusive varieties, mainly for gynecological and urinary diseases
.
Gynecological products mainly include Kuntai capsules, bitter ginseng gel, menstrual blood regulating capsules, etc.
; Urinary system products mainly include Ningyutai capsules, hot leaching tablets, etc
.
Table 1: Sales of core products of Xintian Pharmaceutical from 2019 to 2021
In 2021, Xintian Pharmaceutical's Kuntai capsules, Ningyutai capsules and radix gel single products all exceeded 100 million yuan, which has good product competitiveness
in the drug market for similar indications.
In this issue, the big data platform of Tiandi Yuntu Chinese medicine industry briefly evaluates
the cost pressure of traditional Chinese medicine raw materials of enterprises from the perspective of raw materials involved in Ningyutai capsules.
Second, the core ingredients of Ningyutai capsules
Table 2: Core ingredients of Ningyutai capsules
The drug can clear heat and detoxify, promote dampness and drenching, and is used for leaching evidence caused by humid heat accumulation, witnesses: unfavorable urination, dripping pain, blood in the urine, and lower urinary tract infection, chronic prostatitis See the above symptoms
.
Third, the raw materials of Ningyutai capsules rise and fall
Table 3: Rise and fall table of raw materials of Ningyutai capsules (: yuan/kg)
From January 2021 to November 2022, the price of 3 raw material varieties increased, accounting for 43%, and the price of 4 raw materials decreased, accounting for 57%.
4.
Review of raw materials of Ningyutai capsules
Four seasons red, seedling medicines, market operators are limited, basically digested
in Guizhou production areas.
At present, the amount of red goods in the four seasons of the Zunyi origin in Guizhou is large, but due to the impact of the epidemic, there are not many merchants looking for goods, the source of goods is not moving fast, the inventory of the origin is large, the price is running smoothly, and the general market of the origin is between 6-6.
5 yuan (kilogram price, the same below
).
This year's production is greater than last year's, and the future price runs
smoothly.
White Mao root, the current household new output of goods, this year's source output is still in quantity, the market is running in the downturn, the current market white Mao root due to the quality of the variation, the price is between
12-15 yuan.
This product belongs to the successful variety of wild mutant species, and continues to pay attention to the planting enthusiasm of farmers in the later stage
.
Gale vine, the market sales are not large, the merchants do not pay attention to high, the source of goods is mostly cut goods, because of the different quality, there is a large difference in price, the price of the goods cut by the wind vine with leaves in the current market is 10 yuan, and the price of goods without leaves is 13 yuan
.
Three needles, in the past two months, three needles in Yunnan production area have manufacturers purchased a large number of goods, the price continues to rise, the current net root price has risen to 5 yuan, the unified price of stems is between 4.
3-4.
5 yuan, and the price of pure stems is about
3 yuan.
This variety is a small variety, the market attention is limited, only specific manufacturers purchase, the market sales are very small
.
Crane grass, the output after the production of new production increased compared with last year, the market fell slightly, recently some merchants regarded low-price procurement, with the normal movement of the source of goods, the market tends to stabilize
.
At present, in the market, the asking price of almost rootless goods is about 5 yuan, and below this price, the willingness of the holder to sell is not strong
.
Hibiscus leaves, the variety is a new variety into the pharmacopoeia in 2015, there are not many merchants operating in the market, and there are not many merchants who consult and purchase goods in the recent market, the source of goods is mainly digested by sporadic demand, the overall purchase and sales are stable, the market continues to stabilize, and the current market hibiscus leaf price is 9-10 yuan
.
Forsythia, the number of inquiry merchants has increased these days, but the movement is general, the market remains stable, the current market Qingqiao does not include the inspection of boiled goods asking prices ranging from 105-108 yuan, the price of boiled goods including inspection is between 118-120 yuan; The qualified price of sessile volatile oil is 138-140 yuan
.
5.
Comprehensive comments
1.
Forsythia, three needles and other varieties have greater pressure on procurement costs The raw material pressure test shows that the raw materials of Ningyutai capsules are mainly from forsythia, three needles and hibiscus leaves from the perspective of supply pressure; In terms of quality pressure, it mainly comes from three needles, forsythia, crane grass and white grass root
.
2.
The low price of Bai Mao root has attracted the attention of merchants The rise in the wild supply market of Bai Mao root has stimulated pharmaceutical farmers to carry out household planting work
.
At present, the source of household seeds is mainly Xingtang, Xinle and Anguo in Hebei, and the volume of goods in Hebei production areas accounts for 70%
of the country.
Due to the good profit in the early stage, farmers continued to expand the planting area, and the supply exceeded demand after the new goods were launched in 2020, and the high price (18 yuan) was steadily lowered to 10-11 yuan, and the price was maintained until 2022
.
The continuous market is not high, which has reduced the enthusiasm of farmers for planting, and the planting area has been greatly reduced, but it has been dragged down by inventory, and the market has been difficult to make a big difference
.
Since the wild and domestic varieties of this variety are supplied to the market at the same time, the resources are easy to recover, and even if the market rises, it will be very limited
.
3.
The price of raw materials has little impact on the cost of Ningyutai capsules The gross profit of Ningyutai capsules is as high as about 80%, so the impact of raw material costs on it is very small, even if the cost of raw materials such as forsythia has risen sharply in the past two years, the gross profit of Ningyutai capsules has not had much
impact.
Xintian Pharmaceutical's more important attention is the high sales expenses, which reached 366 million yuan in 2020, while R&D expenses decreased by 37%
in 2020.
The state has always advocated scientific research and innovation in the field of medicine, and it is in this context that Xintian Pharmaceutical has been able to achieve both growth in revenue and net profit
.
The success of Xintian Pharmaceutical has provided new ideas and new directions
for the future development of our pharmaceutical field to a large extent.
={"common":{"bdSnsKey":{},"bdText":"","bdMini":"1","bdMiniList":false,"bdPic":"","bdStyle":"0","bdSize":"32"},"share":{},"image":{"viewList":[" weixin","sqq","qzone","tsina","tqq","tsohu","tieba","renren","youdao","fx","ty","fbook","twi","copy","print"],"viewText":"share:","viewSize":"24"},"selectShare":{" bdContainerClass":null,"bdSelectMiniList":["weixin","sqq","qzone","tsina","tqq","tsohu","tieba","renren","youdao","fx","ty","fbook","twi","copy","print"]}}; with(document)0[(getElementsByTagName('head')[0]|| body). 
