The export market of domestic pharmaceutical raw materials slows down and small specialty varieties are strong

Business Club reported on November 15 that "the overall stability of pharmaceutical import and export has been maintained, the export growth has slowed down, and the import has increased In the current global economic environment and the domestic pharmaceutical industry pattern, although the situation is not optimistic, it is relatively good compared with other industries." On November 7, at the 69th China Pharmaceutical International Trade Fair for APIs, intermediates, packaging and equipment held in Xiamen, the relevant agencies released the first three quarters of China's pharmaceutical import and export data and reached the above conclusions At present, the main factors that affect China's drug import and export include the global downturn in the overall economic situation, the prominent contradiction between supply and demand in the domestic pharmaceutical raw material drug market, and the competitive price reduction in the bidding procurement also have an impact on the industry Since this year, the export growth of China's pharmaceutical products has slowed down, especially for chemical intermediates, and the export growth has slowed down to the lowest point in five years The export growth point of pharmaceutical products has shifted from API to preparation precursor API formulation precursor and manufactured drugs Relevant experts said at the meeting that at present, the goal and situation of transformation and upgrading of domestic pharmaceutical enterprises are quite obvious Under a series of mechanisms such as the state's encouragement of innovation, energy conservation and emission reduction, and optimization of industrial structure, the industry will form a new pattern in expansion and shuffling, especially the new GMP certification will improve the quality and value of the pharmaceutical industry as a whole Shen Xianji, deputy director of the expert committee of China Chemical Pharmaceutical Industry Association, said at the meeting that although the pharmaceutical industry has a rigid demand that is not affected by the changes in the economic cycle, the impact of policies such as restrictions on the use of antibiotics on the industry is more obvious According to the association's monitoring of the production of 24 kinds of chemical APIs, the output fell 6.7% year on year, and the supply and export volume increased 2.8% year on year, far lower than the speed of 7.8% in the same period last year According to customs data, in the first eight months of 2012, China's drug exports totaled US $14.65 billion, an increase of 5.7% year-on-year, with a significant slowdown In the past, chemical API intermediates were the largest export growth, but this year's situation shows that such products have entered a low growth period In terms of the monitoring of specific key categories, the data of the chemical industry association shows that in the first half of the year, the output of anti infective drugs decreased by 12.6% year on year, and the output of supply and export increased by 7.9% year on year; the output of antipyretic and analgesic drugs decreased by 3.8% year on year, and the output of supply and export increased by 5.7% year on year; the output of digestive system drugs decreased by 21.2% year on year, and the output of export decreased by 10.5% year on year; the output of major export vitamins increased Down 3.5%, supply and export increased 4.9% The most obvious decline in growth was in extracts In the first eight months, the total export value was US $215 million, up - 5453% year on year, up - 274.57% year on year The export volume of Western patent medicine and preparation precursor reached 1.7 billion US dollars, an increase of 25% year on year, which is the main growth point of drug commodity export In terms of drug import, from January to August 2012, the total amount of imported drugs was 11.1 billion US dollars, an increase of nearly 20% over the same period of last year; the import of API products was 4.5 billion US dollars, accounting for 44% of the import of pharmaceutical products Among them, the import value of chemical APIs was US $2.5 billion, and that of biochemical and biological APIs was US $2 billion, up 17% year on year Import growth mainly depends on biochemical drugs, including immunosuppressants, raw materials and products from biochemical sources, as well as finished drugs or preparation precursors and formulas These two types of drugs accounted for 18% and 58% of the total imports respectively, with a year-on-year growth rate of 42% and 22% respectively The precursor products of finished drugs, such as direct compression granules for tablets, semi-finished products of formula, and sterile or oral drug raw materials that can be directly repackaged, may become the highlight of export Relevant experts revealed at the meeting that there are many of the above products in the export of Western medicine Although it is difficult to determine that the finished pharmaceutical preparations are the main export growth point this year, it can be determined that drugs and manufactured products are the trend to improve the level of the pharmaceutical industry "Tracking the import and export volume of chemical API intermediates for more than 10 years in a row shows that the import volume of API commodities keeps stable growth, and the growth rate of import volume is higher than that of export volume The imported drugs represented by Western patent medicines have led to the increase of import volume, and the drug market driven by domestic demand is facing a historic change for all types of imported drugs " The head of health.com said that the growth of export APIs slowed down, but under the background of weak international economic recovery, the stable growth of the pharmaceutical industry has been a good result The rise of small categories is in the export structure The structure of import and export APIs has not changed much from January to August this year In the export products, antibiotics, vitamins, amino acids, organic acids and biochemical APIs extracted from animal organs are still the main body; in the import products, immunosuppressive products, amino acids, basic pharmaceutical chemicals and antibiotic APIs are the main body This composition has not changed significantly in recent years It is a typical product composition model for the export of basic pharmaceutical raw materials and intermediates This is closely related to the export incentive mechanism of antibiotics and vitamins implemented by the state over the years and the development of domestic advantageous industries At the same time, in the international market, China has become the largest supplier of microorganisms and antibiotics Although the low value-added export-oriented leading position of bulk products has not been changed, its importance has changed Antibiotics and vitamins are dominant, while the proportion of organic acids has decreased, and the proportion of biochemical products is increasing It is worth noting that, in addition to vitamins and antibiotics, sweeteners, antiviral drugs (anti AIDS drugs), cardiovascular and cerebrovascular drugs, spices and hormone raw materials gradually show strong strength For example, exports of hormones reached 520 million US dollars, exports of antimalarial drugs reached 72 million US dollars, and exports of antiviral drugs reached 200 million US dollars In terms of production, the small and specialized categories are also more eye-catching In the first half of the year, the production data of major categories of Western Medicine published by the chemical industry association shows that in the first half of the year, the production of 12 categories of Western medicine raw materials are respectively 56.3% of family planning and hormone drugs, 38.7% of blood system drugs, 35.1% of anti-tumor drugs, 8.1% of urinary system drugs and 7.1% of cardiovascular system drugs Among them, the small products that have a greater pull on the export include lycopene, small varieties of hormones, coenzyme Q10, while generic drugs and intermediates include Satan, atorvastatin, and razole APIs The preparation precursors are mainly direct pressure granules and sterile powder grade APIs However, the large varieties whose exports account for a large proportion are not increasing in value, and the price of some varieties with hundreds of millions of US dollars has declined or is at a historical low The varieties with obvious price decrease include unfractionated heparin, vitamin E raw materials, erythromycin thiocyanate, etc.; the varieties with continuous low price operation include 6-APA, amoxicillin, paracetamol, etc.; the typical one with the same quantity and price reduction is vitamin C.