The business climate of the API industry continued to improve, with four listed pharmaceutical companies increasing their capital to expand production

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pharmacy network market analysis] This year, the sub-field of the pharmaceutical industry to accelerate the differentiation, whichAPI industry boom of continuous improvement, has been more attentionThe first quarter of this year, some API to achieve a contrarian growthFor example, hydroxychloroquine sulfate export volume in the first quarter more than last year; paracetamol in the first quarter production increased by 20%, export volume increased by 30%; vitamin C exports in the first quarter increased 10% and so onThe industry believes that the demand-side API industry is relatively stable, the demand side, the short term is expected to quickly upgrade, while overseas production capacity is also possible to transfer to the domesticThe medium and long term, quality and cost advantage is still the key focus on the development direction of industrial upgrading is leading the companyIn this context, some drug companies are actively layout artAccording to industry to incomplete statistics, this year, Cheung Austrian medicine, Angli Kang, Guangsheng appear Fuxiang and medicine, and other four A-share listed pharmaceutical companies have thrown a non-public offering refinancing expansion plan APIsSpecifically, the total funds raised Fuxiang Pharmaceutical plan is not more than 1.064 billion yuan, after deducting issuance costs for efficient antibiotic imipenem construction project, an annual output of 616 tons ritonavir
intermediate

project, classes of antibiotics belonging to the former products, the latter category antiviral productsAngli Kang fund-raising 560 million for drug discovery platform project Hangzhou and doxofylline 50,000 tons, 20 tons of potassium hydroxide, 3 tons levamlodipine benzenesulfonate, 120 tons of piperacillin sodium, 25 tons of sodium tazobactam projectGuangsheng appear developed by fund-raising does not exceed 550 million yuan for the "raw material drug agents integrated production base construction project", "Jiangsu ZTE preparation workshop construction project" and supplement working capitalAoxiang Pharmaceutical plans to raise total funds not more than 350 million yuan for key characteristics of bulk drugs and pharmaceutical intermediates production base construction projectsthis four pharmaceutical companies, some companies also proposed layout of the international API marketFor example, Austrian Cheung Pharmaceutical said the combined company's current product structure adjustment and market demand, play to the advantages of industrial technology APIs, increasing the number of product categories, expand the export advantage of the new API, in order to meet growing market demand at home and abroad to provide production support, in order to gain more initiative in order to further expand the international market in the development of the market Industry analysts believe that the current context, China's raw material drug companies one is expected to speed up exports to high-end market; the second is to speed up the transition to CDMO field, so the more international, more value chain extending direction At present, China's API industry has entered a new boom cycle Recently, the Chinese medicine Health Products Import and Export Chamber of Commerce Branch Rui Wei and security jointly launched the "International Force in neonatal medicine" of the report also shows that promote the upgrading and development of raw materials, driven by the drug industry in the country, China will usher in the development of high-end API spring At the same time, the global pharmaceutical barriers to competition have been back to basics "technology + manufacturing", especially in the field of characteristics of bulk drugs, reduce costs tend to be more global Domestically, as with the amount of procurement policy normalization, pharmaceutical companies also face the challenge of cost control example, Angli Kang mentioned in the report, in recent years, the domestic generics consistency evaluation, purchasing and centralized drug approval, and other related policies have landed, "upgrading drop fee" has become the moment and beyond Themes for a long time For domestic pharmaceutical companies, the "Central Purchasing" so that generic competition is more focused on the cost side, while the API is the core of the cost of production, with cheap APIs "intermediate + + APIs preparation" enterprise integration competitive advantage is more obvious, and accordingly get more living space In this context, preparations for the upstream supply chain security business and remain competitive reasons, have the layout of raw material drug production, actively seize the chain elements.