More than 30% increase of pesticide cost some preparation enterprises cancel winter storage

[China Pharmaceutical network industry trends] in just one month, the price of glyphosate has also increased from 165000 yuan / ton to 175000-180000 yuan / ton, which is the mainstream of the market The price of glyphosate has increased at least 10000 yuan / ton The raw drug of glyphosate has increased from 24000 yuan / ton to 27000 yuan / ton The increase of crude drug price is frightening, and many kinds of raw materials are facing tight supply Not only that, the reporter also found that not only the raw drug supply is difficult, but also preparation enterprises have similar status quo, and even some enterprises have cancelled the winter storage policy Pesticide cost increased by more than 30%, and some preparation enterprises cancelled winter storage! Recently, another pharmaceutical enterprise issued an internal notice, requiring the sales staff of the enterprise to strictly control the customer's stock Once the customer's stock exceeds the total supply of the enterprise, it is suggested that the customer turn to stock other products The above company also mentioned in the notice that if the total amount exceeds the total amount that can be hoarded, it will be sorted according to the hoarding contract and payment received by the customer service of the company's headquarters by time For the customers that have not been seized, the company will first try to supply as much as possible, but many original medicines cannot be bought, so it can only be suggested to stock up other products With the cancellation of winter storage meeting, pharmaceutical enterprises are helpless November and December of each year are the peak of winter storage and order of pesticide industry According to the situation of previous years, the winter storage policies of various enterprises have been released in succession But the reporter found in the interview that for this year's winter storage order meeting, the whole industry is relatively low-key In the face of the rise of crude drugs and the difficulty of product supply, most enterprises have chosen the policy of "non quantitative order" in winter storage and collection Yang long, general manager of Guangxi Branch of Beijing Yanhua Yongle Biotechnology Co., Ltd., said that it is difficult for enterprises to determine the price of preparations due to the uncertain price increase of raw drugs At the same time, due to the scarcity of raw drugs and the relocation of new plants of the company, Yanhua Yongle also made some adjustments to this year's policy, and this year's winter storage will not be carried out "However, the company can still receive" short order ", that is, the order does not specify the product category and order quantity, only the order amount and the agreed rebate." In fact, since the end of last year, the prices of raw drugs have been rising all the way The prices of glyphosate, chlorpyrifos and other raw drugs have increased by more than 50% compared with the same period of the previous year Some of the prices of raw drugs have doubled, or even become priceless The shortage of raw drugs has existed at the beginning of the year, but it is now approaching winter storage, the demand for orders is large, and the preparation of enterprises is insufficient, which is particularly prominent "In September of the previous year, the enterprise has reserved sufficient sources of goods, but the operating rate of upstream raw drug manufacturers has been at a low level this year At present, the operating rate of raw drug manufacturers is only 20%, and pharmaceutical enterprises can not find sources of goods even if they want to store goods." Rui Linghui, sales director of Guangxi HSBC Biotechnology Co., Ltd., said that in order to prevent this, Guangxi HSBC would make payment for goods very early, but only about 60% of the goods received at present "Although the current inventory volume is not big to deal with the problem of winter storage, based on the unpredictable market in the future, enterprises will no longer accept credit sales during the winter storage period." Zeng Xianfeng, vice president of operation of Qingdao Hansheng Biotechnology Co., Ltd., said that in order to maintain their own customers, the original drug enterprises generally prefer large-scale old customers, and in order to maintain the overseas market, they will also take some trade orders This also makes it difficult for some enterprises to receive goods on time even if they pay in advance, so many enterprises choose to limit or even cancel winter storage It is understood that Qingdao Hansheng has issued the winter storage policy at the beginning of October this year So far, the collection has been smooth Zeng Xianfeng said that the scarcity of raw drugs will have a relatively small impact on enterprises such as Qingdao Hansheng that produce raw drugs and preparations at the same time In addition to preferentially supplying their own pharmaceutical subsidiaries, general raw drug enterprises will reserve some raw drugs to exchange products with other raw drug enterprises in need For example, Qingdao Hansheng sometimes uses its own enylmorpholine to exchange with imidacloprid, acetamiprid and other scarce products in the market, so the raw drug reserve of Qingdao Hansheng is relatively sufficient However, in the face of rising costs, Qingdao Hansheng also chose the mode of ordering without pricing "Now many companies are facing the same problem." GUI Yannan, deputy general manager of Guangdong Zhenge Biotechnology Co., Ltd., introduced that although the winter storage meeting of Zhenge biology will continue as usual, the corresponding policies also need to be readjusted "At present, the way we can think of is to" guarantee the price of the goods, but not the price " At the winter storage meeting, customers can pay in advance The enterprise will give certain policy preference according to the payment situation, but the price of the product still needs to go with the market." The cost increases by more than 30%, and the situation of service providers in the middle and lower reaches is grim In view of the continuous rise of crude drugs, according to the analysis of the insiders, on the one hand, the decline of production capacity and the scarcity of crude drugs, on the other hand, some crude drug manufacturers, seeing that the price is rising too much, feel that the situation is not very optimistic or has exceeded the market's tolerance, choose not to offer or ship, of course, do not exclude the possibility that some enterprises take the opportunity to raise the price Cai Zhiwen, a well-known analyst in the agricultural and chemical industry, pointed out that the supply of upstream raw materials under the pressure of pesticide supply side reform and environmental protection and safety supervision is tight The soaring price of raw drugs will urge the agricultural and chemical industry to speed up the elimination of backward production capacity, eliminate a number of small and medium-sized enterprises without core competitiveness, and promote industry merger and integration "It is estimated that 40% of small and medium-sized manufacturers will be eliminated in five years." The reporter also found in the interview that at present, enterprises have begun to adjust their prices, with the range ranging from 5% to 15% Rui Linghui introduced that this is just a normal price adjustment by enterprises Some enterprises are still controlling their own price adjustment range in order to digest inventory The impact of the rise of crude drugs is fed back to the enterprise that it should not perform until March next year It is expected to rise 20% - 30% on the current basis, and the rise will last at least until the end of spring ploughing next year "The situation can't be estimated later, but it can be predicted that the whole industry will not be better in the next few years, but the enterprises with strength, strategy, understanding of change and focusing on agricultural services will survive."
This year, the prices of raw materials and auxiliaries have increased by at least 30%, which should be provided by downstream service providers Generally, the increase acceptable to farmers is about 10% If the increase exceeds this range, farmers will wait and see For some crops, they will even use less or no pesticides, while dealers will fight a price war in order to digest inventory The situation of a male pesticide market is not the same Be optimistic Original title: shortage of supply of pesticide raw materials