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On October 29, Henan Tailong Pharmaceutical Co.
, Ltd.
(Tailong Pharmaceutical, 600222) released the third quarterly report of 2022, showing that in the reporting period, Tailong Pharmaceutical increased revenue without increasing profits
.
As of the end of the reporting period, the company's total operating income was 1.
297 billion yuan, up 16.
05% year-on-year, and the net profit attributable to the parent was -56.
8783 million yuan, down 300.
99%
year-on-year.
Figure 1: Tailong Pharmaceutical's core operating data from 2016 to 2022
1.
Affected by the epidemic, the revenue of double jaundice oral liquid declined
The main business of Tailong Pharmaceutical includes four sectors
: pharmaceutical preparations, Chinese medicine pieces, drug research and development services and pharmaceutical and medicinal materials circulation.
The pharmaceutical preparation business is mainly traditional Chinese medicine oral preparations, the treatment areas cover respiratory, cardiovascular and cerebrovascular, digestive system, nervous system and gynecological diseases, the main products include double jaundice oral liquid series, double gold combination, danshen oral liquid, pediatric compound chicken inner gold chewable tablets, Huperzine A tablets, etc
.
Among them, Double Coptis Oral Liquid (concentrated type), Double Coptis Oral Liquid (children's type), Double Gold Combination and Pediatric Compound Chicken Gold Chewable Tablets are the company's exclusive products
.
In 2021, the operating income of Tailong Pharmaceutical's respiratory system products (double huanglian oral liquid series products and double gold combination) was 379 million yuan, with revenue down 11.
20% year-on-year, of which the sales of anti-epidemic proprietary Chinese medicines in pharmacies had a greater impact on the sales of double jaundice oral liquid, resulting in a year-on-year decrease of 7.
05
%.
In the first half of 2022, due to the impact of epidemic prevention and control policies, the sales of core products in Tailong Pharmaceutical's pharmaceutical preparation business were limited, and its operating income was 18.
5 billion yuan, a year-on-year decrease of 23.
41%, accounting for 21.
53%
of total revenue.
In this issue, the big data platform of Tiandi Yuntu Traditional Chinese Medicine Industry briefly evaluates
the cost pressure of traditional Chinese medicine raw materials of enterprises from the perspective of raw materials involved in double huanglian oral liquid.
Second, the core raw materials of double jaundice oral liquid
Table 1: Core raw materials of double jaundice oral liquid
The drug can relieve wind and relieve the surface, clear heat and detoxify, and be used for colds caused by external wind and heat, and the symptoms are fever, cough, sore
throat.
Third, the raw materials of double jaundice oral liquid rise and fall
Table 2: Table of rise and fall of raw materials of double jaundice oral liquid
From January 2021 to November 2022, the price of 1 raw material variety increased, accounting for 33.
3%, and the price of 2 raw materials decreased, accounting for 66.
7%.
4.
Review of raw materials of double jaundice oral liquid
Honeysuckle, affected by the repeated impact of the national epidemic, the market demand has increased significantly, the recent source of goods sales is significantly better than the previous period, the market has risen, the price of honeysuckle blue goods produced in Hebei in the market ranges from 135-150 yuan (kilogram price, the same below); The price of white flowers is between
120-130 yuan.
If demand continues to increase and inventories are well depleted, prices may
change.
Shuangqin, there are not many goods in the recent production area, the market supply is stable, the merchants purchase according to the plan, the market is stable, the market price of Gansu goods is between 19-20 yuan, and the price of Shanxi goods is 23-24 yuan
.
The market has sufficient inventory and the market runs
smoothly in the short term.
Forsythia, affected by the epidemic, the number of inquiry merchants has increased in recent days, but it moves generally, the market remains stable, the current market Qingqiao does not include the inspection of boiled goods asking price between 105-108 yuan, including the price of boiled goods between 118-120 yuan; The qualified price of sessile volatile oil is 138-140 yuan
.
5.
Comprehensive comments
1.
Forsythia, honeysuckle and other varieties have greater pressure on procurement costs Raw material pressure tests show that the current raw materials of double yellow lich oral liquid mainly come from forsythia and honeysuckle from the perspective of supply pressure; From the perspective of quality pressure, it mainly comes from forsythia and skullcap
.
2.
The supply of some anti-epidemic traditional Chinese medicines is tight With the introduction of epidemic optimization prevention and control measures, epidemic prevention and control measures in many places have gradually become normalized, and some anti-epidemic proprietary Chinese medicines have appeared in the market, such as Lianhua Qingwen, Jinhua Qinggan and other series of products have been out of stock due to people's stockpiling behavior, and the supply of some medicinal raw materials has been tight
due to the tightness of some medicinal materials by relevant production enterprises in order to grasp the production and supply 。
3.
Multi-enterprise production of double jaundice series products Tailong Pharmaceutical's double jaundice series products are produced and sold by many domestic pharmaceutical companies, and similar drugs also include many products
such as double jaundice oral liquid from Zhenbao Island, double jaundice granules from Harbin Pharmaceutical Co.
, Ltd.
, and double jaundice effervescent tablets from Beijing Tongrentang.
Affected by the resurgence of the new crown pneumonia epidemic in many places and the opening up of epidemic prevention and control management, it is inevitable that some citizens will panic, resulting in a rush to buy epidemic prevention drugs, which will lead to a short-term shortage of epidemic prevention proprietary Chinese medicine products
.
At the same time, from October to April of the following year, it is a period of high incidence of respiratory diseases, and the demand for raw materials and products will also usher in a small peak
.
Therefore, as a production enterprise, we should not only actively carry out forsythia and scutellaria raw material reserves to meet production needs, but also scientifically plan production, let products meet market demand, and seize opportunities to achieve performance growth
.
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