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Enwei Pharmaceutical's new listing, the cost of raw materials for the fist product Jieyin has risen!

 Last Update: 2022-11-15
 Source: Internet
 Author: User

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Enwei Pharmaceutical Co.
, Ltd.
(Enwei Pharmaceutical, 301331) released its third quarterly report in 2022, the company achieved operating income of 483 million yuan from January to September 2022, a year-on-year decrease of 0.
72%, and the net profit attributable to shareholders of listed companies was 49.
4524 million yuan, a year-on-year decrease of 24.
48%.

Figure 1: Enwei Pharmaceutical's core operating data from 2017 to 2022

First, nearly half of the revenue is contributed by Jie Eryin

In the 90s of the 20th century, an advertising slogan of "washing is healthier" brought Jieer Yin lotion into thousands of households
.
On September 21, 2022, Enwei Pharmaceutical, a manufacturer of Jieryin, was listed on the Shenzhen Stock Exchange, officially starting a new journey
in the capital market.

According to the prospectus of Enwei Pharmaceutical, from 2019 to 2021, the revenue of Jieer Yin lotion, which is the core product, was 314 million yuan, 321 million yuan and 323 million yuan respectively, accounting for 50.
64%, 50.
66% and 47.
56%
of the total revenue of Enwei Pharmaceutical.

According to the terminal database of China's urban retail pharmacies, from 2017 to 2021, Jieer Yin lotion ranked first
in the field of traditional Chinese medicine for gynecological inflammation in China's urban retail pharmacies.

In this issue, the big data platform of TCM industry of Tiandi Yuntu makes a brief analysis
of the cost pressure of traditional Chinese medicine raw materials of enterprises from the perspective of raw materials involved in Jieer Yin lotion.

Second, the core components of Jieer Yin lotion

Table 1: The core raw materials of Jieer Yin lotion

The drug can clear heat and dampness, insecticidal and itchy, can be used to treat women under the wet tropics, the symptoms are itching and redness of the genitals, with a lot of amount, yellow or like okara, bitter mouth, yellow urine stool, suitable for moldy, trichomoniasis vaginitis see the above symptoms; It can also be used for eczema (moist heat type), contact dermatitis (heat toxin and wet type), jock itch (rheumatic fever type), etc
.

Third, the rise and fall of the core raw materials of Jieer Yin lotion

Table 2: The price of core raw materials of Jieer Yin lotion rose and fell (yuan/kg)

From January 2021 to November 2022, the price of 11 raw material varieties increased, accounting for 78.
5%, and the price of 3 raw materials decreased, accounting for 21.
5%.

Fourth, the market analysis of raw materials of Jieer Yin lotion

Cnidium monnieri has not produced much new real estate this year, and the source of goods from the production area is basically exported
.
At present, the market unified goods are more asking price at 15-17 yuan (kg price, the same below), the net price of screening is about 18-19 yuan, and the price of drinking pieces is about
20-21 yuan.
The market inventory is not large, and the market may
change.

Moxa leaf, the origin can be supplied sufficiently, the source of origin impact the market, but the recent demand is general, the overall source of goods is not fast, the market is running smoothly, the market mugwort unified price is between 9-10 yuan, the price of mugwort is between 12-13 yuan, it is expected that the market will be stable
in the short term.

Alone, Hubei real estate new, due to low prices resulting in not many new goods this year, the price of fresh goods in the production area is 3-4 yuan
.
At present, there is no new goods in the market in large quantities, the source of goods moves smoothly, the market remains firm, the market Hubei single live unified goods market 14-15 yuan, Sichuan full inspection goods market around 18 yuan, merchants pay close attention to this year's new production situation
.

Cangshu, the production area is producing new, this year's household seed output increased, holders actively sell the source of goods in hand, the overall movement is slow, it is expected that after the new goods are listed, the market will decline, the current market home seed Cangshu is 130-135 yuan, wild Chengde goods about
190 yuan.

Mint, the second stubble of the production area has ended newly, due to the reduction of rain in the production area and the continuous drought, resulting in the quality of the supply is average
.
The source of goods from the origin is basically exported, the market supply is sufficient, the digestion is good, the market situation is running smoothly, now the Hubei goods market is 8-9 yuan, the Yunnan unified price is 7-8 yuan, and the mint leaf unified price is between
12-15 yuan.

Huangbai, this year's price is high, merchants plan to purchase according to demand, the market has recently moved around, the market has not changed much, the price of leather silk is between 30-33 yuan, the price of hanging leather goods is 51-53 yuan, and the merchants pay close attention to the actual digestion of
this year.

Bitter ginseng, sufficient market inventory, the overall supply and demand balance, merchants recent procurement is general, the source of goods is not fast, the market is flat running, the current market unified price is between 14-16 yuan, the price of good goods is around 20 yuan
.
Merchants have limited attention and the market is flat.

Heilongjiang real estate has recently ended, but in recent years, the output has decreased year by year, coupled with the lack of rainfall in the production area this year, the quality and yield have declined
.
However, the market does not pay much attention to the overall attention of the earth, and the merchants mainly sell diligently and quickly, and the price of the northeast unified goods is between
14-16 yuan.

Yin Chen, there are not many goods from the production area recently, this year's drought has reduced production, the market source stock is not large, the market performance is better, the spot general price is between 15-17 yuan, high-quality goods are still between 21-23 yuan, the market mainly focuses on changes in popularity and market inventory consumption
.

Due to the basic depletion of resources, the supply of goods is tight, the recent supply of goods is normal purchase and sales, the market is running in a strong manner, the price of the aboveground part of the earth wattle skin in the current market is 25 yuan, and the price of the underground part is between
75-80 yuan.

5.
Comprehensive assessment

1.
Huangbai, Yinchen and other varieties have greater pressure on procurement costs Raw material pressure tests show that the current raw materials of Jieer Yin lotion liquid mainly come from Huangbai, Yinchen, mint and calamus, etc.
from the perspective of supply pressure; From the perspective of quality pressure, it mainly comes from Yin Chen, Huangbai, Cangshu and Tu Jingpi.

2.
Yinchen reduces production due to drought, and the market rises sharply Yinchen is distributed in most areas of China, but due to the influence of economic benefits and harvesting habits, it is now mainly produced in economically underdeveloped areas such as Gansu, Shaanxi and Ningxia, and is mainly distributed in the Longxi market
.

This variety has a short production cycle, preferably harvested in spring when the seedlings are about 10 cm
tall.
In the past, in order to supplement their households, the output of farmers has been relatively stable, and supply and demand have been relatively balanced, but in recent years, with the acceleration of urbanization, there has been a labor shortage
in rural areas.
The number of harvesters of wild medicinal herbs has decreased, and the production of yin and chen has also decreased
year by year.
The drought in Gansu production area in 2022, coupled with the long-term low price and weak market inventory, led to a rapid rise in Yinchen prices, and the unified goods market once exceeded 20 yuan
.

In summary, Jieryin is not only an exclusive product of Enwei Pharmaceutical Co.
, Ltd.
, but also a leading product in the product line, but due to the excessive proportion of revenue, enterprises need to pay more attention to the reserve of raw materials and cost control
.

Fortunately, in the next 2-3 years, the market of raw materials of traditional Chinese medicinal materials of the core family species of Jieer Yin lotion is expected to stabilize or decline, but the guarantee of raw materials of wild sources such as Yinchen, hibiscus peel, and calamus, and even semi-wild medicinal materials such as yellow cedar and ground skin seed will still face challenges
.

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