The price rise of vitamin API is still on the way, and the first quarter performance of relevant pharmaceutical companies increased significantly

[China Pharmaceutical net market analysis] 21 pharmaceutical companies have issued quarterly forecasts, including Zhejiang medicine, garden biologic, essence pharmaceuticals, Han Yu pharmaceutical, Dongbao biology and so on Of the 21 pharmaceutical companies, about 90% reported a year-on-year increase in net profit, with 7 expecting a performance increase of more than 100% Among them, Zhejiang medicine, Guanfu Co., Ltd., Huayuan biology and jindawei have made outstanding achievements It is reported that Zhejiang Pharmaceutical's net profit is 46000700-550000700 yuan, up 1815.81% - 2190.65% year on year Zhejiang Pharmaceutical said that the market price of vitamin A, the product dominated by the enterprise, rose sharply, while the market price of vitamin E rose significantly Guanfu is expected to have a quarterly net profit of 260-320 million yuan, an increase of 679% - 858% year on year For performance growth, Guanfu said that the annual output of 20000 tons of vitamin E project of nengte Technology Co., Ltd., a wholly-owned subsidiary, has basically reached production, and the sales price of vitamin E, a major product, has increased substantially Garden bio's quarterly net profit was 146-152 million yuan, an increase of 610.9% - 640.12% year on year According to garden biology, the main reason for the growth was the sharp rise in the price of vitamin D3 products over the same period last year, and the increase in sales of 25 hydroxyvitamin D3 products and cholesterol Jindawei's quarterly net profit was 33-36 million yuan, an increase of 397.87% - 443.13% year on year Similar to the above three enterprises, jindawei believes that the growth of enterprise performance is affected by the price of vitamin A It is reported that compared with last year, the price of vitamin A has increased significantly It is not hard to see that a large part of the performance increase of the above-mentioned four enterprises is due to the increase of vitamin price Many institutions believe that the price rise of vitamin API is still on the way, and with the continuous fermentation of favorable factors, the performance of the stock price of listed companies benefiting from the price rise of vitamin is gradually emerging It is reported that since March, there have been 16 vitamin concept stocks have risen in varying degrees Institutions also generally believe that a new cycle of prosperity in the vitamin industry is coming From the market situation of Vitamin Industry in 2017, it is quite hot In the aspect of industrial environment, resources and environment are continuously constrained for a long time, while in the short term, policy adjustment and centralized regulation make the concentration of vitamin production level continuously improve, and effective supply and phased supply are shrinking and short In terms of industrial development cycle, the supply pattern of most vitamin products is in a relatively balanced state, lacking new entrants to participate in the competition, the capacity expansion is not obvious, and the continuous growth of demand makes the balance of supply and demand tighter To some extent, the pattern change of vitamin market has brought influence to the enterprises According to the analysis of relevant experts, the enterprises mainly engaged in vitamin production have experienced the survival stage and development stage, their ability to judge the market demand and control the market has been improved, and their business philosophy has also changed from free competition to competitive development In addition, with the continuous rise of vitamin price, enterprises have ushered in the golden development period, and the market share and users of various enterprises are relatively stable, which makes vitamin enterprises shift from "competing for market share" to "seeking profits from the market" However, some experts have analyzed that although the price of vitamin is still rising, it does not mean that enterprises do not need innovation The expert said that the change of future competition pattern depends on innovation On the one hand, it is refined and clean production; on the other hand, it is the discovery of product application function Enterprises need to constantly enrich product lines to avoid the risk of single market fluctuation In addition, the continuous improvement of vitamin market economic benefits will attract more enterprises to enter the field At that time, the competition among enterprises will be more fierce At the same time, the tightening of environmental protection policies will also make the industry concentration higher Both of them will be one of the important factors influencing the change of vitamin supply pattern in 2018.