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On October 26, Renhe Pharmaceutical Co.
, Ltd.
(Renhe Pharmaceutical, 000650) released the third quarterly report of 2022, showing that during the reporting period, Renhe Pharmaceutical increased revenue without increasing profits
.
As of the end of the reporting period, the company's total operating income was 3.
846 billion yuan, up 5.
09% year-on-year, and the net profit attributable to the parent was 456 million yuan, down 13.
01%
year-on-year.
Figure 1: Renhe Pharmaceutical's core operating data from 2016 to 2022
1.
Business development diversification
The main business of Renhe Pharmaceutical is the production and sales of traditional Chinese and Western medicines and health-related products, including Renhe Creek, Youcadan series, Gynecology Jie series, Dahuo Luo capsules, shiny eye drops, clear fire capsules, positive stomach capsules, etc
.
The company's traditional Chinese medicines account for about 45% of all drug varieties, and the research and development of traditional Chinese medicine products is mainly concentrated on the national classic prescriptions of traditional Chinese medicine, and there are 16 classic formulas of traditional Chinese medicine under research
.
Among the series of products of Gynecology Jie brand, there are not only large health products such as plant herbal antibacterial lotion, silver ion antibacterial gel for women, sanitary napkins and other large health products, but also Jie Yin Kang lotion
, which is a traditional Chinese medicine topical lotion.
Renhe Pharmaceutical said on the investor interactive platform in May 2021 that the revenue of gynecology cleaning products accounted for about 4.
46%
of the total revenue in 2020.
According to the company's revenue of 4.
9 billion yuan in that year, the sales of gynecology cleaning series products were about 219 million yuan
.
In this issue, the big data platform of Tiandi Yuntu Chinese medicine industry briefly evaluates
the cost pressure of traditional Chinese medicine raw materials of enterprises from the perspective of raw materials involved in Gynecology Jie brand Jieyinkang lotion.
Second, the core ingredients of Jie Yin Kang lotion
Table 1: Core components of Jieyin Kang lotion
The drug can clear heat and detoxify, dry and wet stop bands, kill insects and relieve itching
.
For candidal vaginitis, trichomonas vaginitis, bacterial vaginosis, Chinese medicine dialectical is a humid heat bettor, the symptoms are itching or itching pain in the genitals, the amount of the belt is large, the color is yellow and thick and sticky, its gas is foul, the tongue is red, moss yellow greasy, pulse slippage or string number
。
Third, the raw materials of Jieyin Kang lotion rise and fall
Table 2: Rise and fall table of raw materials of Jieyinkang lotion (: yuan/kg)
From January 2021 to November 2022, the price of 6 raw material varieties increased, accounting for 75%, and the price of 2 raw materials fell, accounting for 25%.
Fourth, the market review of raw materials of Jieyin Kang lotion
Qianliguang, the market demand is not large, most of the merchants are incidental operation, the overall inventory is general, the merchants pay little attention, the market is normal, the market remains stable with the previous period, the current market Qianliguang cut the unified price of 8 yuan (kilogram price, the same below) about the bottom, the future market pays attention to the demand for supplies
.
Bitter ginseng is currently producing new, but the supply is not enough, and the merchants are waiting and seeing
.
With the recent decrease in merchants, the trend of the source of goods has slowed down, and the market has declined slightly, the price of pharmaceutical factories in the current market is between 12-13 yuan, and the price of unified tablets is between 16-17 yuan, the overall area is still not small, and merchants pay attention to the overall output
.
Huang Bai, this year's market is on the high side, merchants are cautious, buyers are mostly purchasing
according to demand planning.
The market has recently moved around the supply of goods, the market has not changed much, the price of leather silk in the market is between 30-32 yuan, and the price of peeled holders is 52-53 yuan
.
Since there is no major positive, the market runs
smoothly in the short term.
Hundreds of departments, the market supply is not abundant, merchants are mostly purchasing according to the plan recently, the source of goods is moving normally, the market remains strong, the price of spot imports is between 37-38 yuan, and the price of Guangxi goods is 42-44 yuan
.
This year, many provinces in China have drought, and the output of domestic goods has decreased, and merchants are concerned about the digestion of
market sources.
Cloves, the recent market demand is not large, the attention of merchants is not high, the source of goods is not moving fast, the market remains flat, and the spot price is between
65-66 yuan.
Due to the high price, merchants are cautious in purchasing, and the market is flat
in the short term.
Cnidium monnieri is affected by the epidemic in the production area, circulation is blocked, the recent market source is better, the amount of goods coming from the production area is not large, the market is stable and good, the spot price is between 18-20 yuan, merchants pay attention to the market digestion, the future market is worth paying attention to
.
5.
Comprehensive comments
1.
The procurement cost pressure of cloves, yellow cypress and other varieties is relatively large The raw material pressure test shows that the raw materials of Jieyinkang lotion liquid are mainly from cloves, yellow cypress, baibu and snake bed from the perspective of supply pressure; And from the quality pressure, mainly from Baibu and Cnidium monnieri
.
2.
The price of snake bed has been low for many years Because the price of snake bed has been low in recent years, the income of growers has gradually decreased or even lost
.
At the high price of 40 yuan, the farmer management is meticulous, the yield of snake bed mu can reach 100-200 kg, the planting cost is about 3000 yuan / mu, and the income is better
.
However, in recent years, because of the low price, the enthusiasm of pharmaceutical farmers to plant and pick is not high, the mu yield of Shandong production area is only 50-60 kg, the seed price is 50 yuan / mu, the land rent is 1000 yuan / year, plus weeding, watering and fertilization and other expenses of about 500 yuan, according to the local unified goods 16 yuan price plan, the gross income per mu is less than 1,000 yuan, and the contracted land growers are basically in a loss-making state
。
To sum up, the main products of Renhe Pharmaceutical, such as Gynecology Jie series, Youkadan brand products, Renhe Creek and Shining series brands, have a history of about 20 years since their birth and have long become household brand stars
.
However, in the face of diversified market pattern changes, only continuous scientific research and innovation can achieve sustainable development
in the fierce market competition.
In the future, if Renhe Pharmaceutical wants to achieve a new breakthrough in net profit, it should get rid of the situation of "gnawing the old", pay more attention to scientific and technological research and development, and pay attention to new market trends
.
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