Recently, with the liberalization of policies and the issuance of home health guidelines by the National Health Commission, the sales of vaccines, traditional Chinese medicines, and analgesic and antipyretic drugs in China have risen sharply
.
In this context, upstream pharmaceutical packaging, especially pharmaceutical glass companies, has also attracted the attention
of many investors.
Shandong pharmaceutical glass on December 15 on the investor relations platform to answer investors' concerns about "whether the recent order volume has increased", the company said that Shandong pharmaceutical glass as a leading enterprise in the domestic pharmaceutical glass industry, mainly produces and sells molded bottles, tube bottles, brown bottles, neutral borosilicate glass, infusion bottles, daily chemical bottles, food bottles, butyl rubber stoppers, prefilled syringes, aluminum-plastic caps, plastic bottles and other products, relevant business information please refer to the company's announcement
.
According to the data, Shandong Pharmaceutical Glass is currently one of the world's major manufacturers of pharmaceutical glass packaging products and butyl rubber stopper series products, and is one of the few enterprises
in China that can provide a full set of "bottle + stopper + cap" pharmaceutical packaging materials for pharmaceutical enterprises.
The company's product range is rich, can meet the needs of different customers, and has scale advantages
in the industry.
In the first three quarters of 2022, the company achieved operating income of 2.
989 billion yuan, a year-on-year increase of 6.
53%; The net profit attributable to the parent was 495 million yuan, a year-on-year increase of 5.
35%.
In order to meet the needs of downstream users, Shandong Pharmaceutical Glass has continued to expand production
over the years.
On the evening of November 18, Shandong Pharmaceutical Glass released the 2021 annual fixed increase report, which intends to raise 1.
842 billion yuan this time, which is mainly used for the first-class water-resistant pharmaceutical glass bottle project of Shandong Pharmaceutical Glass Co.
, Ltd.
and the expansion and transformation project
of 560 million prefilled syringes with an annual output.
Ancai Hi-Tech has also attracted the attention of investors recently, and some investors have asked on the investor interactive platform: how much is the progress of pharmaceutical glass now, how much has been built, how much construction period is left, how much is expected to be put into production in the first batch, when will all be put into production, and when will the pharmaceutical glass equipment enter the market?
In this regard, Ancai Hi-Tech said on the investor interactive platform on December 19 that the pharmaceutical glass project continues to advance
.
Earlier, on December 14, the company said on the interactive platform that the company's pharmaceutical glass project is currently under construction and is expected to be put into production
in the first quarter of 2023.
According to the data, the main business of Ancai Hi-Tech is the production and sales of photovoltaic glass, float glass and their deep-processed products, and the transportation and sales
of natural gas pipelines.
The company's main products are color display device glass, solar glass, high-grade building energy-saving glass, liquid crystal glass, electronic information display ultra-thin glass, etc
.
In the long run, pharmaceutical glass is an important pharmaceutical packaging material, mainly refers to glass packaging containers
used for direct contact with drugs.
With the aging intensification, the expansion of healthcare demand, and the continuous growth of demand for pharmaceutical glass, the entire pharmaceutical glass industry will develop
rapidly.
At the same time, the consistency evaluation and association review put forward higher requirements for the quality of pharmaceutical glass, which will open up a new space
for borosilicate glass bottles.
In addition, under the normalization of drug centralized procurement, drug price reduction has become a trend, which the industry believes will suppress the price space and greater supply capacity of pharmaceutical glass, and is also conducive to the increase
of the market share of low-cost pharmaceutical glass head enterprises.
Orient Securities once said in the research report that the three major policies of consistency evaluation, centralized procurement with quantity, and related approval have a significant
impact on the pharmaceutical glass industry.
The implementation of the policy is generally beneficial
to the top medicine package enterprises.
The agency believes that with the promotion of national borosilicate centralized procurement, and the significant increase in injection into the volume of centralized procurement varieties, the corresponding demand for borosilicate glass will usher in rapid growth, and the head enterprises of borosilicate pharmaceutical glass will fully benefit
.
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