Pharmaceutical glass industry upgrade in that, neutral boron silicon drug glass leader is expected to benefit

Pharmaceutical Network Market Analysis: China's pharmaceutical enterprises basically use low boron silicon pharmaceutical glass, its low boron oxide content, chemical stability and toughness is relatively poor, easy to produce chemical reactions with the liquid to bring pollution, affecting the safety of drug useWith the continuous development of the pharmaceutical industry, as well as the promotion of the policy of consistency evaluation of generic drugs, correlation review and approval, the upgrading of China's medicinal glass industry is imminentIn this context, the industry believes that the neutral boron silicon pharmaceutical glass industry leading enterprises are expected to benefit
Pharmaceutical glass industry upgrade in 2017, "Chemical injection imitation drug quality and efficacy consistency evaluation technical requirements (draft for comments)" proposed that the quality and performance of packaging materials and containers used in injections should not be lower than the reference preparations, to ensure that the quality of drugs and reference preparations consistent;
In this context, as well as with the continuous development of China's pharmaceutical industry, the promotion of health concepts, pharmaceutical glass industry upgrade in that, chemical stability of better boro-silicon medicinal glass will usher in a good demand
After the injection consistency evaluation began, the market space for potential substitution demand for neutral boron silicon glass molding/regulating bottles was measured by industry researchersBased on the replacement rate of 30%-50%, the market space of neutral boron silicon molded bottles is 1.575-26.25 billion yuan, plus neutral boron silicon molded bottles are also widely used in blood products, contrast agents and other faster growth areas, the peak product sales of the product lift space is huge
In an interview with Pharmaceutical.com, DrPatrick Markchl?ger, Executive Vice President of Schott's Pipe Business, predicted that in the next 5 to 10 years, 30-40% of China's 300,000 tons of medicinal glass will be upgraded from low-boron silicon glass to medium-boron silicon glassIt can be seen that the domestic neutral boron silicon glass market will continue to release
Neutral boron silicon fiber glass leader is expected to benefit It is understood that due to the high threshold of the bobobola tube, the supply of core raw materials is limited, coupled with the high technical requirements of the process control of the bobobola pipe, construction input, production facilities cost and late maintenance costs are expensive, the current domestic demand for boron glass pipe basically depends on imports, so production capacity is limitedHowever, some industry insiders pointed out that with Short, Corning and other international glass pipe enterprises in China's production capacity, the future supply of domestic glass pipe tension or easeIn addition, a number of domestic pharmaceutical glass enterprises are also actively layout, the future is expected to accelerate the realization of domestic replacement
At present, the domestic high-end medicinal glass mainly rely on Germany Schott, Japan Electric Nitro and the United States Corning and other companies supplySome industry analysts estimate that, according to China Glass Network information, Germany's Schott production of neutral boron silicon glass pipe in the domestic price of about 27,000 yuan per tonAccording to this estimate, the domestic market import substitution can reach about 1.3 billion yuan In addition, China also needs to import a neutral boron silicon glass as raw material card bottles, Xilin bottles, ampoules, test tubes, etc , the total number of glass products in more than 200 million, import replacement market capacity is very large
In terms of the domestic layout of neutral boron silicon medicinal glass enterprises, the future market position of leading enterprises is stable, is expected to become the beneficiaries of the upgrading of the pharmaceutical glass industry. For example, there is a huge room for replacement of neutral boron silicon molded bottles in Shandong Pharmaceutical Glass The industry assumed that the gross margin rate was 60%, shandong pharmaceutical glass market share rate of 90%, it is estimated that only neutral boron silicon glass molding replacement demand can thicken the company's gross profit of about 851 million yuan - 1418 million yuan, accounting for the 2018 gross profit ratio of 91-152%.