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On the evening of October 27, Shaanxi Panlong Pharmaceutical Group Co.
, Ltd.
(Panlong Pharmaceutical, 002864.
SZ) disclosed that the third quarter report of 2022 showed that in the first three quarters of 2022, the company achieved operating income of 693 million yuan, a year-on-year increase of 11.
37%; The net profit attributable to shareholders of the listed company, net of non-recurring profits and losses, was 79.
03 million yuan, a year-on-year increase of 6.
14%.
, Ltd.
(Panlong Pharmaceutical, 002864.
SZ) disclosed that the third quarter report of 2022 showed that in the first three quarters of 2022, the company achieved operating income of 693 million yuan, a year-on-year increase of 11.
37%; The net profit attributable to shareholders of the listed company, net of non-recurring profits and losses, was 79.
03 million yuan, a year-on-year increase of 6.
14%.
Figure 1: Panlong Pharmaceutical's core sales data from 2016 to 2022
First, rheumatic bone injury products have strong competitiveness
Panlong Pharmaceutical is a modern high-tech enterprise
specializing in standardized planting, drug production, research and development, sales and pharmaceutical logistics of Chinese medicinal materials for a long time.
Relying on the unique "seven medicines" resources in Qinling and Taibai Mountain areas, a series of proprietary Chinese medicines with good efficacy have been developed, and a rich product matrix of 9 functional categories and more than 100 specifications has been formed, involving the treatment
of rheumatic bone injuries, cardiovascular and cerebrovascular diseases, digestion, supplementation, heat and detoxification, pediatrics, gynecology, hepatobiliary and other diseases.
specializing in standardized planting, drug production, research and development, sales and pharmaceutical logistics of Chinese medicinal materials for a long time.
Relying on the unique "seven medicines" resources in Qinling and Taibai Mountain areas, a series of proprietary Chinese medicines with good efficacy have been developed, and a rich product matrix of 9 functional categories and more than 100 specifications has been formed, involving the treatment
of rheumatic bone injuries, cardiovascular and cerebrovascular diseases, digestion, supplementation, heat and detoxification, pediatrics, gynecology, hepatobiliary and other diseases.
Among them, the company's core product Panlong Seven Tablets is a national exclusive, medical insurance Class A variety, and has been selected as a medicinal protection variety
.
According to data from Minai.
com, in the first half of 2021, in the field of over-the-counter drugs in the field of rheumatic diseases of the musculoskeletal system of urban and county-level public hospitals, Panlong Seven Tablets had sales of 172 million yuan, ranking second in market share and being very competitive
.
.
According to data from Minai.
com, in the first half of 2021, in the field of over-the-counter drugs in the field of rheumatic diseases of the musculoskeletal system of urban and county-level public hospitals, Panlong Seven Tablets had sales of 172 million yuan, ranking second in market share and being very competitive
.
At the same time, the company's other leading product, Bone Pine Tablets, is used to treat fracture bone pain and prevent osteoporosis, which is suitable for long-term use by patients with chronic bone diseases, and sales have also maintained a rapid growth rate
in the past two years.
in the past two years.
In this issue, the big data platform of Tiandi Cloud Atlas Traditional Chinese Medicine Industry briefly evaluates
the cost pressure of traditional Chinese medicine raw materials of enterprises from the perspective of raw materials involved in Panlong Seven Tablets.
the cost pressure of traditional Chinese medicine raw materials of enterprises from the perspective of raw materials involved in Panlong Seven Tablets.
Second, Panlong seven core raw materials
Table 2: Seven core raw materials of Panlong tablets
The drug can activate blood stasis, dispel wind and dehumidification, reduce swelling and relieve pain, nourish liver and kidney, for paralysis caused by rheumatic stasis, symptoms of joint pain or irritation pain and pain at night, bending or low back pain, exertion aggravation or bruises and local swelling and pain caused by blood stasis, rheumatoid arthritis, lumbar muscle strain, fractures and soft tissue injuries
.
.
Third, the core raw materials of Panlong seven pieces rose and fell
Table 2: Table of the rise and fall of some core raw materials of Panlong Seven Pieces (: yuan/kg)
From January 2021 to November 2022, the prices of 12 raw material varieties rose in price, accounting for 70%, the prices of 2 raw materials fell, accounting for 12%, and the prices of 3 raw materials flattened, accounting for 18%.
Fourth, Panlong seven pieces of core raw material market analysis
Sichuan Wu, Sichuan Jiangyou Sichuan Wu has less goods, the market is higher, the price remains at about 145 yuan (kilogram price, the same below), walking slowly, but the total inventory is also small; The price of Hanzhong Chuanwu is 115 yuan, walking around normally, and the inventory is sufficient; Yunnan Chuanwu 75 yuan (not qualified), the production area is in the production of new, and it is expected that the output will be larger
this year.
this year.
Caowu, Xixiang County, Hanzhong City, Shaanxi Province, Caowu production has ended, the production area is sufficient, the cut handles, the meat is full, the price of large goods is about 100 yuan, this year's output is large, and the market may fluctuate
.
.
Angelica, the epidemic situation in Min County, Dingxi City, Gansu Province has eased, and the price of angelica (selected) is 65 yuan, with a smooth trend and sufficient supply; The price of small strips is between 52-55 yuan, the price of medium strips is between 55-62 yuan, and the price of large strips is between 65-68 yuan, and the overall price is high
.
.
Safflower, the market does not come much, the overall demand is not strong, the market source is in normal digestion, the recent overall movement is not as good as the previous period, the market is flat running, the price of Xinjiang goods is around 155 yuan, the price of Yunnan goods is about 150 yuan, and the market has not changed much
in the short term.
in the short term.
At present, the market South Wujia peel generally has a asking price of about 27 yuan, the asking price of the content is sufficient, the ash exceeds the standard, the asking price varies between 30-33 yuan, and the market of goods that meet the pharmacopoeia standards is between
45-50 yuan.
45-50 yuan.
Ox knee, affected by the new production, the market has been declining, and the decline is obvious, the current market head fat asking price is about 45 yuan, the price of two fat is between 35-38 yuan, flat strip pharmaceutical factory goods in 25-
5.
Comprehensive comments
Comprehensive comments
1.
The procurement cost pressure of Caolong, Angelica and other varieties is greater The raw material pressure test shows that the current raw materials of Panlong Seven Pieces mainly come from Caowu, Angelica, Wujiapi, Taoer Qi, etc.
from the perspective of supply pressure; From the perspective of quality pressure, it mainly comes from grass wu, five-plus peel, frankincense and myrrh
.
The procurement cost pressure of Caolong, Angelica and other varieties is greater The raw material pressure test shows that the current raw materials of Panlong Seven Pieces mainly come from Caowu, Angelica, Wujiapi, Taoer Qi, etc.
from the perspective of supply pressure; From the perspective of quality pressure, it mainly comes from grass wu, five-plus peel, frankincense and myrrh
.
2.
Safflower production reduction in Xinjiang Stimulated by continuous high prices, the enthusiasm of pharmaceutical farmers for planting this year is high, and it can be expected that the output in 2022 will far exceed that in
2021 from the planting area and the growth trend in the early stage.
The market began to decline after the new production of safflower in Yunnan, but Xinjiang safflower suffered drought in the growth stage, resulting in a significant reduction in the yield of acres in the production area, and the planting cost of farmers was pulled up to between 130-140 yuan.
But after all, the planting area is large, the demand for high prices is reduced, the safflower is not moving fast, and it is difficult to rise further
.
Safflower production reduction in Xinjiang Stimulated by continuous high prices, the enthusiasm of pharmaceutical farmers for planting this year is high, and it can be expected that the output in 2022 will far exceed that in
2021 from the planting area and the growth trend in the early stage.
The market began to decline after the new production of safflower in Yunnan, but Xinjiang safflower suffered drought in the growth stage, resulting in a significant reduction in the yield of acres in the production area, and the planting cost of farmers was pulled up to between 130-140 yuan.
But after all, the planting area is large, the demand for high prices is reduced, the safflower is not moving fast, and it is difficult to rise further
.
In summary, with the deepening of the aging of China's population, products such as Panlong Seven Tablets and Bone Songbao Tablets, which are mainly aimed at middle-aged and elderly people, are expected to further open up sales under the growing market demand and become an important driving force
for performance thickening.
for performance thickening.
However, most of the raw materials of Taibai Seven Medicine series come from the wild, such as bead seven, peach seven and other varieties of wild resources accelerated depletion, in the long run, Panlong Pharmaceutical must invest energy to accelerate the cultivation of wild resources, wild mutants or other alternative measures, otherwise it will inevitably face raw material bottlenecks
.
.
