The demand for pharmaceutical glass replacement is large, and the battle for domestic enterprises has begun!

【Pharmaceutical Network Market Analysis】On November 2, Ancai Hi-Tech disclosed the record of investor relations activities, and the company was surveyed by 8 institutions on October 31
, 2022.
In the research activities, the company's pharmaceutical glass project construction progress received questions
from institutions.
In this regard, the company said, "The company started the construction of the pharmaceutical glass project in April this year, and it is expected to be ignited
in the first quarter of next year.
" Driven by the policy, the demand for pharmaceutical glass replacement is large, and next year will focus on promoting the yield improvement and production capacity climbing of pharmaceutical glass projects to seize market development opportunities
.
" Pharmaceutical glass is an important part of
pharmaceutical production.
At present, a large number of generic drug injections in China still use low borosilicate or soda-lime glass bottles, while most of the original drugs use medium borosilicate (or high borosilicate) glass bottles, which are more chemically stable, safer and not easy to chemically contaminate
with the chemical solution.
Drugs are special commodities related to human health and safety, and safety is crucial
.
Under the guidance of the healthy China strategy, as well as the consistency evaluation, the steady progress of centralized procurement, and the high growth of biological preparations, China's pharmaceutical packaging industry will gradually tend to be standardized and standardized, and the concentration of pharmaceutical packaging industry will continue to increase in the future, and the penetration rate of borosilicate will also increase rapidly
.
The industry generally believes that the replacement of borosilicate molded bottles for low borosilicate glass bottles is only a matter of
time.
SCHOTT Glass Tube once predicted in an interview with Pharmaceutical Network that in the next 5~10 years, 30%-40% of China's 300,000 tons of pharmaceutical glass will be upgraded from low borosilicate glass to neutral borosilicate glass
.
The data shows that there are more than 200 enterprises in China whose business scope contains "low borosilicate, medium borosilicate, high borosilicate, soda-lime glass bottles", and the status is active, existing, moving in and moving out
.
The industry said that in the context of increasing industry concentration, the head in the industry is expected to continue to strengthen and expand
.
It is reported that after Ancai Hi-Tech is put into production, it may be benchmarked against the domestic pharmaceutical glass head enterprise Shandong Pharmaceutical Glass, at present, Shandong Pharmaceutical Glass is promoting the third round of fixed increase, it is planned to invest 1.
2 billion yuan to expand 4 billion first-class water-resistant molded bottles, and invest 930 million yuan to expand 560 million prefilled syringes
.
The competitiveness of domestic pharmaceutical glass enterprises has attracted much attention
from the industry.
News on November 7, Ancai Hi-Tech replied to investors on the interactive platform that after the two phases of the pharmaceutical glass project in the company's Anyang base are put into operation, the annual production capacity is expected to be 10,000 tons
.
While accelerating the construction of the neutral borosilicate pharmaceutical glass project in Anyang base, the company will make full use of the resource advantages of Henan pharmaceutical glass market, cooperate with local governments to accelerate the integration of pharmaceutical glass tubes and glass bottles, expand the scale of pharmaceutical glass production capacity, extend the industrial chain, and create a new growth pole
for the company.
The company will continue to do a steady and solid job in various production, operation and development, strive to improve business performance, and promote the reasonable reflection
of the company's intrinsic value.
According to the data, the main business of Ancai Hi-Tech is the production and sales of photovoltaic glass, float glass and their deep-processed products, and the transportation and sales
of natural gas pipelines.
In the photovoltaic glass business, it is mainly engaged in the production and sales
of photovoltaic glass.
In terms of natural gas business, it operates the natural gas transportation business of the West-to-East Yubei branch line, and carries out the production, sales and purchase and sales
of compressed natural gas (CNG) and liquefied natural gas (LNG).
The company's main products include color display device glass, solar glass, high-grade building energy-saving glass, liquid crystal glass, electronic information display ultra-thin glass, etc
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.