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According to the 2022 half-year report of Tasly Pharmaceutical Group Co.
, Ltd.
(Tasly, 600535), the company achieved operating income of 4.
011 billion yuan in the first half of the year, a year-on-year increase of 4.
82%; In its 2021 annual report, it disclosed that the company's operating income in 2021 decreased by 41.
43% compared with the same period of the previous year, of which the income of the pharmaceutical industry increased by 4.
25% in the case of a 52.
73%
decrease in the revenue of the new price of Tiqing (chemical medicine) products.
, Ltd.
(Tasly, 600535), the company achieved operating income of 4.
011 billion yuan in the first half of the year, a year-on-year increase of 4.
82%; In its 2021 annual report, it disclosed that the company's operating income in 2021 decreased by 41.
43% compared with the same period of the previous year, of which the income of the pharmaceutical industry increased by 4.
25% in the case of a 52.
73%
decrease in the revenue of the new price of Tiqing (chemical medicine) products.
Chart: Tasly's core operating data from 2016 to 2021
First, the market scale of core proprietary Chinese medicines continues to grow
In 2021, among the drugs that contributed the most to the company's operating income and gross margin, the top ones were still its core proprietary Chinese medicines, including compound salvia pills, nourishing serum brain granules (pills) and Qiseng Qi drop pills
.
.
Among them, compound salvia drops are Tasly's exclusive dosage form varieties, which are the latest version of national medical insurance class A and national basic drugs, suitable for chest paralysis caused by qi stagnation and blood stasis, coronary heart disease, angina pectoris see the
above symptoms.
According to data from Intranet, in recent years, the sales scale of compound salvia drops in China's three major terminal markets has gradually increased, reaching nearly 3.
9 billion yuan in 2021, and the growth rate has further increased
.
above symptoms.
According to data from Intranet, in recent years, the sales scale of compound salvia drops in China's three major terminal markets has gradually increased, reaching nearly 3.
9 billion yuan in 2021, and the growth rate has further increased
.
Exclusive variety, cardiovascular and cerebrovascular disease medicine Qi ginseng Yiqi drop pill is the latest version of the national medical insurance class B, national basic drug species, suitable for qi deficiency and blood stasis type chest paralysis, coronary heart disease, angina pectoris see the above symptoms, sales in 2021 exceeded 600 million yuan
.
.
Serum brain granules (pills) are also the exclusive varieties of Tasly, which are the latest version of national medical insurance class A, national basic medicine, OTC class A varieties, and are used for headache, dizziness, irritability, insomnia and dreaminess caused by blood deficiency and liver strength
.
According to data from Intranet, the total sales of serum brain granules (pills) in China's three major terminal markets will exceed 1.
2 billion yuan in 2021, and the growth rate will further accelerate
.
.
According to data from Intranet, the total sales of serum brain granules (pills) in China's three major terminal markets will exceed 1.
2 billion yuan in 2021, and the growth rate will further accelerate
.
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 serum brain particles.
of the cost pressure of traditional Chinese medicine raw materials of enterprises from the perspective of raw materials involved in serum brain particles.
Second, the core components of serum brain granules
Table 1: Core components of serum brain granules
The drug has the effect
of nourishing blood and calming the liver and activating blood circulation.
It is used for headache, dizziness, irritability, insomnia and dreaminess
caused by blood deficiency and hyperhepatic.
of nourishing blood and calming the liver and activating blood circulation.
It is used for headache, dizziness, irritability, insomnia and dreaminess
caused by blood deficiency and hyperhepatic.
Third, the rise and fall of serum brain granules
Table 2: Serum Brain Granules Rise and Fall Table (RMB/kg)
From January 2021 to October 2022, the price of 8 raw material varieties increased, accounting for 73%, and the price of 3 raw materials decreased, accounting for 27%.
4.
Analysis of some raw materials of serum brain granules
Analysis of some raw materials of serum brain granules
Angelica, new real estate, new goods are listed one after another, Minxian Angelica City is closed due to the impact of the epidemic, mainly for perennial operators and processing households to buy recently, the market stopped rising, temporarily stabilized, the current market scattered more asking prices between 55-58 yuan (kg price, the same below
).
After the production market is unblocked, it is necessary to pay close attention to the overall digestion situation
.
).
After the production market is unblocked, it is necessary to pay close attention to the overall digestion situation
.
White peony, the volume of goods on the market in recent days has decreased compared with the previous days, the overall transaction is acceptable, but Bozhou local operators diligently enter and sell quickly, resulting in a slight decline in prices, Bozhou origin dry goods tail peony trading price of about 15 yuan, third- and fourth-grade goods trading price of about 20 yuan, black and white peony unified goods transaction price of about
6 yuan.
6 yuan.
Rehmannia, excavated in various parts of the production area, the market has been declining all the way, and the current market of the production area has fallen to about 29 yuan; The market situation also declined, but due to the higher cost of old goods, the price decline was not as much as the place of
origin.
At present, the market Bozhou new goods asking price is around 35 yuan, and the cooked yellow shouting price is around 38 yuan, and the market is fluctuating violently
.
origin.
At present, the market Bozhou new goods asking price is around 35 yuan, and the cooked yellow shouting price is around 38 yuan, and the market is fluctuating violently
.
Hook rattan, the market can supply sufficient, recent demand has not increased, the market is relatively stable, the current market 70% of the double hook goods between 55-60 yuan, 80%-90% double hook price in 70-80 yuan
.
.
Summer dry grass, the market supply is sufficient, the recent purchase volume of merchants is not large, the market performance is flat, the current seed unified ball price is between 19-20 yuan, the selection market is 22-23 yuan, and the price of non-bulb grass is around 2.
5 yuan
.
Due to sufficient market inventory, price fluctuations are not expected to be large
.
5 yuan
.
Due to sufficient market inventory, price fluctuations are not expected to be large
.
Cassia seed, merchants pay little attention, the market is currently in large supply, the source of goods continues to move around with normal demand, the market is slightly flat, and the current import unified price is between
6-6.
5 yuan.
The market is mainly digesting inventory, and the market is expected to fluctuate little
.
6-6.
5 yuan.
The market is mainly digesting inventory, and the market is expected to fluctuate little
.
Yanhuso, the market is running at a high level, merchants are cautious to buy, the source of goods is slow, the market is slightly adjusted downward, the current market unified goods asking price ranges from 125-130 yuan, package inspection price ranges
from 140-150 yuan.
from 140-150 yuan.
5.
Comprehensive reviews
Comprehensive reviews
1.
The procurement cost pressure of Yanhuso and other varieties is relatively high The pressure test of raw materials shows that the current raw materials of nourishment serum brain granules mainly come from Yanhuso, angelica, white peony, Chuanxiong, Liaoxin, etc.
from the perspective of supply pressure; From the perspective of quality pressure, it mainly comes from Yanhuso, Liaoxin and so on
.
The procurement cost pressure of Yanhuso and other varieties is relatively high The pressure test of raw materials shows that the current raw materials of nourishment serum brain granules mainly come from Yanhuso, angelica, white peony, Chuanxiong, Liaoxin, etc.
from the perspective of supply pressure; From the perspective of quality pressure, it mainly comes from Yanhuso, Liaoxin and so on
.
2.
The planting area of Yanhuso will increase significantly Yanhuso planting has the characteristics of short growth cycle, simple management and high economic benefits, and the growing period is only 6 months, which is planted every year before and after the National Day, and harvested
in early May of the following year.
At present, although the production area has a large amount of rainfall, the historically high price is bound to stimulate the enthusiasm of farmers to plant, plus the last production area saw a high price market, the planting area will expand
in 2022.
But on the other hand, the new edition of the pharmacopoeia in 2020 has strict requirements for aflatoxin indicators, and it is difficult to qualify fumaso old goods, which makes it difficult for this part of the inventory to enter pharmaceutical companies and can only be slowly consumed
through other channels.
In the future, the Yanhuso market needs to pay attention to the overall digestion of the market, as well as the specific output of qualified sources after next year's
new production.
The planting area of Yanhuso will increase significantly Yanhuso planting has the characteristics of short growth cycle, simple management and high economic benefits, and the growing period is only 6 months, which is planted every year before and after the National Day, and harvested
in early May of the following year.
At present, although the production area has a large amount of rainfall, the historically high price is bound to stimulate the enthusiasm of farmers to plant, plus the last production area saw a high price market, the planting area will expand
in 2022.
But on the other hand, the new edition of the pharmacopoeia in 2020 has strict requirements for aflatoxin indicators, and it is difficult to qualify fumaso old goods, which makes it difficult for this part of the inventory to enter pharmaceutical companies and can only be slowly consumed
through other channels.
In the future, the Yanhuso market needs to pay attention to the overall digestion of the market, as well as the specific output of qualified sources after next year's
new production.
3.
Layout of strategic reserves of raw materials for main products The annual report revealed that in order to cope with the general rise in the market of medicinal materials in 2021, Tasly implemented strategic reserves according to market conditions to effectively control product costs
.
The main APIs required for the company's production include salvia, panax notoginseng, fumaso, angelica, white peony and hook rattan
.
Layout of strategic reserves of raw materials for main products The annual report revealed that in order to cope with the general rise in the market of medicinal materials in 2021, Tasly implemented strategic reserves according to market conditions to effectively control product costs
.
The main APIs required for the company's production include salvia, panax notoginseng, fumaso, angelica, white peony and hook rattan
.
According to the market trend, the suggestions are as follows: First, Tasly makes strategic reserves for Panax notoginseng through market lows, and purchases all the main raw materials of the main raw materials Danshen and Panax notoginseng through subsidiaries to ensure large-scale continuous supply; Second, for other varieties with relatively small demand, except for wild varieties, they can be purchased on the market with them; Third, for medicinal materials mainly from wild semi-wild sources, such as the raw materials required for Qi ginseng and qi drop pills, as well as chicken blood vines, etc.
, the pace of
wild transformation should be accelerated.
, the pace of
wild transformation should be accelerated.
