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According to the 2022 semi-annual report released by Kun Pharmaceutical Group Co.
, Ltd.
(Kun Pharmaceutical Group, 600422), during the reporting period, the company achieved operating income of 4.
227 billion yuan, a year-on-year increase of 3.
28%; The net profit attributable to shareholders of listed companies was 216 million yuan, down 34.
77%
year-on-year.
, Ltd.
(Kun Pharmaceutical Group, 600422), during the reporting period, the company achieved operating income of 4.
227 billion yuan, a year-on-year increase of 3.
28%; The net profit attributable to shareholders of listed companies was 216 million yuan, down 34.
77%
year-on-year.
The company's 2021 annual report shows that during the reporting period, the operating income was 825,353.
25 million yuan, a year-on-year increase of 6.
95%; The net profit attributable to the shareholders of the listed company was 507.
6676 million yuan, a year-on-year increase of 11.
12%.
25 million yuan, a year-on-year increase of 6.
95%; The net profit attributable to the shareholders of the listed company was 507.
6676 million yuan, a year-on-year increase of 11.
12%.
Figure 1: Core operating data of Kun Pharmaceutical Group from 2016 to 2022
First, focus on natural plant medicines
The core products of Kun Pharmaceutical Group cover cardiovascular and cerebrovascular, orthopedics, anti-malaria and spleen and stomach, cold and respiratory, gynecological (body and mind) and other therapeutic fields, and the core products include Kun Yao Blood Plug Tong series, Tian/Ambin Tianqi series, Artemether series, Ginseng Ling Spleen and Stomach Granules, Liver Relief Granules, Xiangsha Flat Stomach Granules, etc
.
.
In 2021, the sales of Kunyao Xuexetong series oral products reached 948 million yuan, the single product of Kunyao Xuexetong soft capsules achieved sales of 593 million yuan, the sales of ginseng Lingjian spleen and stomach granules reached 266 million yuan, the sales of Shuhe granules reached 183 million yuan, and the annual sales of fragrant sand flat stomach granules as an exclusive variety of base medicine reached 133 million yuan
.
.
Relying on the rich plant resources of Yunnan, after 70 years of deep cultivation, Kun Yao Xuansai Tong has a complete industrial chain from Panax notoginseng GAP planting, drinking piece processing to Panax notoginseng total saponin extraction, preparation production, professional marketing and promotion, and has established a traceable intelligent management and control system
from planting, procurement, research and development, production, quality inspection to warehousing and logistics.
from planting, procurement, research and development, production, quality inspection to warehousing and logistics.
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 liver granules.
of the cost pressure of traditional Chinese medicine raw materials of enterprises from the perspective of raw materials involved in liver granules.
Second, the core components of liver granules
Table 1: Core components of Liver Comfort granules
The drug can relieve liver qi, disperse depression and regulate menstruation, and is used for pain in both flanks of liver qi discomfort, chest and abdominal distension, menstrual irregularities, headache and dizziness, upset, dry mouth and throat, and facial mucuna (melasma)
caused by liver depression.
caused by liver depression.
Third, the rise and fall of raw materials for liver granules
Table 2: Rise and fall of raw materials for liver relief granules (:yuan/kg)
From January 2021 to October 2022, 8 raw material varieties rose in price, accounting for 80%, the price of 1 raw material decreased, accounting for 10%, and the price of 1 raw material was flat, accounting for 10%.
Fourth, the market of raw materials for liver granules
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, now Bozhou origin dry goods tail peony trading price is about 15 yuan, the third and fourth grade goods transaction price is about 20 yuan, black and white peony unified goods transaction price is about
6 yuan.
6 yuan.
Chai Hu, the market supply is temporarily sufficient, the demand is general, the current Chai Hu family seed unified goods are about 75 yuan, the price of sliced unified goods is 95-100 yuan, the price of root slices is 120-130 yuan, the price of Inner Mongolia red chai hu is 135-140 yuan, and the price of black chai hu is about 100 yuan
.
This year's production area is affected by extreme weather, and it is expected that the mu yield of some production areas will decrease
.
.
This year's production area is affected by extreme weather, and it is expected that the mu yield of some production areas will decrease
.
Xiangfu, this year's overall market digestion is not good, the current production area is close to the production of new, merchants are more willing to sell in the near future, the market is gradually falling, the market spot light unified price is 10-10.
5 yuan, the market fluctuation after the market depends on the size of
the output.
5 yuan, the market fluctuation after the market depends on the size of
the output.
Baishu, Henan and other production areas began to produce new, it is expected that this year's new goods output is not large, the market source of small quantities continues to be good, merchants actively purchase and sell, the market has maintained stable operation in recent times, the price of Anhui biennial tablets is between 32-33 yuan, and the market is optimistic
.
.
Poria, the recent market new goods on the market purchase and sales, the current market Poria Chen Tongding price is 25-26 yuan, the price of new goods selection Ding is 28-30 yuan, the price of central Ding ranges from 35-40 yuan, the price of Poria tablets ranges from 30-35 yuan, and the price of Poria blocks is 27-28 yuan
.
This year's output is large, and the market price may
change.
.
This year's output is large, and the market price may
change.
Peony peel, the production area is actively mining, this year can be excavated area is not large, the market temporarily remains stable, the current market scraping Dando asking price in the range of 40-45 yuan, black pill price between 25-30 yuan
.
And due to the difference in quality and dryness, the price varies greatly
.
.
And due to the difference in quality and dryness, the price varies greatly
.
5.
Comprehensive reviews
Comprehensive reviews
1.
Dong Quai and other varieties have greater cost pressure Raw material pressure test shows that the current raw materials of Shu liver granules mainly come from angelica, peony peel, white peony, etc.
from the perspective of supply pressure; From the perspective of quality pressure, it mainly comes from angelica, incense and chaihu
.
Dong Quai and other varieties have greater cost pressure Raw material pressure test shows that the current raw materials of Shu liver granules mainly come from angelica, peony peel, white peony, etc.
from the perspective of supply pressure; From the perspective of quality pressure, it mainly comes from angelica, incense and chaihu
.
2.
Peony peel continues to rise, and cost pressure increases Peony peel is now in new production, and businesses are still optimistic about the future market
.
There are three reasons for this round of price increases, one is that the price has been low for many years, which has caused artificial hoarding and funds to enter the market from time to time; Second, in recent years, it has almost been in a state of only digging but not planting, and production has indeed been shrinking; Third, in previous years, most of the peony peels in the local areas have been dug, and the local Dan peels in Bozhou and other provinces outside Anhui have been replanted with other traditional Chinese medicinal materials or grain crops with a relatively short growth period, and the number of new products on the market this year has noticeably decreased
.
However, the land area of peony as an ornamental flower is still not small, and it remains to be
seen whether the high price stimulates the amount of digging.
Peony peel continues to rise, and cost pressure increases Peony peel is now in new production, and businesses are still optimistic about the future market
.
There are three reasons for this round of price increases, one is that the price has been low for many years, which has caused artificial hoarding and funds to enter the market from time to time; Second, in recent years, it has almost been in a state of only digging but not planting, and production has indeed been shrinking; Third, in previous years, most of the peony peels in the local areas have been dug, and the local Dan peels in Bozhou and other provinces outside Anhui have been replanted with other traditional Chinese medicinal materials or grain crops with a relatively short growth period, and the number of new products on the market this year has noticeably decreased
.
However, the land area of peony as an ornamental flower is still not small, and it remains to be
seen whether the high price stimulates the amount of digging.
To sum up, the construction of the whole industrial chain of Sanqi of Kun Pharmaceutical Group has been quite perfect, and the quality control and cost control of Sanqi are very strong
.
As a subsidiary of Kunming Chinese Medicine in addition to ginseng ling jian spleen and stomach granules, the key development of the over-the-top medicine Shu liver granules, this year's price of peony peel and angelica price increase may bring certain pressure
to its cost.
.
As a subsidiary of Kunming Chinese Medicine in addition to ginseng ling jian spleen and stomach granules, the key development of the over-the-top medicine Shu liver granules, this year's price of peony peel and angelica price increase may bring certain pressure
to its cost.
