"Bright spot" of performance growth of traditional Chinese medicine enterprises

[market analysis of chinapharma.com] according to the completion of main economic indicators of the pharmaceutical industry in 2016, the main business income of the traditional Chinese medicine drink film sub industry is 195.636 billion yuan, an increase of 12.66% year-on-year, second only to the medical instrument and equipment manufacturing (an increase of 13.25% year-on-year) (picture source: Baidu picture) recently, the State Food and Drug Administration announced the notice of unqualified Chinese herbal pieces, and 26 batches of Chinese herbal pieces produced by 20 enterprises such as Anhui Hukun Chinese Herbal Pieces Co., Ltd were unqualified According to the statistics of the State Food and drug administration, since this year, 532 batches of unqualified drugs have been exposed in drug sampling, and 410 batches of Chinese herbal pieces, accounting for more than 77% People inside and outside the industry told the media that there are indeed frequent quality problems with traditional Chinese medicine and Chinese herbal pieces, and the regulatory authorities have made the rectification of this field a priority since last year However, it is an undeniable fact that Chinese herbal pieces are currently not accounted for the "proportion of drugs" index assessment of drugs, sales can be rapid growth, Chinese herbal enterprises have increased the layout of Chinese Herbal Pieces Market Chinese herbal pieces are the intermediate link between the preceding and the following in the Chinese medicine industry On the one hand, they can be directly processed from the upstream Chinese herbal medicine, taken as pharmaceutical formula or taken directly, on the other hand, they can be processed as raw materials into Chinese patent medicine and enter the downstream sales terminal A number of listed pharmaceutical enterprises have increased the layout of Chinese Herbal Pieces Market, and the Chinese Herbal Pieces plate has become a "bright spot" for the performance growth of Chinese herbal enterprises   The Ministry of industry and information technology issued on April 20 the completion of main economic indicators of the pharmaceutical industry in 2016 In 2016, enterprises above the designated size of the pharmaceutical industry achieved the main business income of 2963.586 billion yuan, of which the main business income of traditional Chinese medicine drink film sub industry was 195.636 billion yuan, an increase of 12.66% year on year, second only to the medical instrument and equipment manufacturing in the pharmaceutical industry segmentation industry (an increase of 13.25% year on year) 。 According to the 2016 annual report, the main business includes the Kangmei pharmaceutical industry of Chinese herbal pieces In 2016, the operating revenue of Chinese herbal pieces was 4.7 billion yuan, an increase of 26.43% over 2015, accounting for 21.74% of the company's total revenue; According to the 2016 annual report of Xiangxue pharmaceutical, more than 800 varieties of Chinese herbal pieces have been reported In 2016, the company's Chinese Herbal Pieces business realized an operating revenue of 613 million yuan, an increase of 55.16% over 2015, accounting for 32.9% of the company's total revenue In addition, in 2016, the revenue of TCM pieces business was 4.357 billion yuan, accounting for 66.7% of the company's operating revenue; in 2016, the revenue of HongRi pharmaceutical was 1.877 billion yuan, accounting for 48.54% of the company's operating revenue Mr Shi lichen, the founder of Macquarie, pointed out that Chinese herbal pieces are currently not accounted for the "proportion of drugs" index, and the sales volume can be increased rapidly All Chinese herbal enterprises have increased the layout of Chinese Herbal Pieces Market In addition, the policy level will also have an impact on the field of herbal pieces On April 21, the national health and Family Planning Commission, the Ministry of Finance and other departments jointly issued a notice requiring all public hospitals to cancel the drug addition before September 30 (excluding herbal pieces) Industry insiders believe that with this treatment, in order to reduce the loss, the hospital will increase the use of Chinese herbal pieces, and the market scale of Chinese herbal pieces will continue to expand According to Guangzhou Hengsheng analysis, under the implementation of the "zero plus" policy, the profits of medical institutions have been greatly reduced As an exception, Chinese herbal pieces will become an important focus for medical institutions to reduce losses and increase the use of Chinese herbal pieces It is estimated that the market scale of Chinese herbal pieces will reach 233 billion yuan in 2017 and 273.4 billion yuan in 2018.