The policy of making good profits in traditional Chinese medicine has frequently increased, and the pharmaceutical packaging industry has also attracted the attention of investors

【Pharmaceutical Network Market Analysis】Recently, some investors asked Haishun New Materials on the investor interactive platform, saying that the country is now vigorously promoting traditional Chinese medicine, whether the company's packaging can be used in traditional Chinese medicine, and whether it has cooperated
with traditional Chinese medicine manufacturers.
In response, Haishun New Material replied that the company's packaging can be used in traditional Chinese medicine, and some customers are traditional Chinese medicine manufacturers
.
In November 2022, Haishun New Materials introduced on the interactive platform that the company's development layout is rooted in pharmaceutical packaging materials, and continues to make efforts
in the fields of new consumption, new energy and single materials.
The analysis believes that behind the company's attention from investors, it is optimistic about the growth space
brought by the drug packaging industry under the support of the good profit policy of traditional Chinese medicine.
Pharmaceutical packaging industry (Image source: Pharmaceutical Network) Traditional Chinese medicine profit policy frequently increased On January 4, the State Food and Drug Administration issued Several Measures on Further Strengthening the Scientific Supervision of Chinese Medicine and Promoting the Inheritance and Innovation and Development of Chinese Medicine (hereinafter referred to as the "Measures"), which mainly make clear requirements from strengthening the quality management of Chinese medicinal materials, strengthening the supervision of Chinese medicine tablets, and Chinese medicine formula granules, which is expected to further promote the inheritance and innovative development of
Chinese medicine.
On January 3, the joint prevention and control mechanism of the State Council announced that all localities are required to fully equip grassroots medical and health institutions with proprietary Chinese medicines
.
According to the guidelines for home medicine intervention previously issued by the State Administration of Traditional Chinese Medicine, a total of 60 proprietary Chinese medicines have been recommended, and the demand for related proprietary Chinese medicine products is expected to continue to expand
in the short term.
Recently, the State Food and Drug Administration also organized the drafting and release of the Regulations on the Protection of Chinese Medicines (Revised Draft for Comment) and publicly solicited comments, the adjustment of the draft of the "Protection Regulations" mainly involves four major aspects: scope of protection, duration of protection, form of protection and withdrawal mechanism, which is expected to accelerate the sales of proprietary Chinese medicines and promote the innovative research and development
of proprietary Chinese medicines.
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Traditional Chinese medicine is China's unique health resource, and it can be seen that the current policy is strongly tilting
the traditional Chinese medicine industry.
According to the author, since 2019, China has successively issued a series of policies and measures such as "Opinions on Promoting the Inheritance and Innovation and Development of Chinese Medicine", "Requirements for Registration Classification and Application Materials of Chinese Medicine", "Notice on Several Policies and Measures to Accelerate the Development of Chinese Medicine Characteristics", "Guiding Opinions on Medical Insurance to Support the Inheritance and Innovation and Development of Chinese Medicine" to accelerate the innovation of Chinese medicine and further promote the high-quality development of
the Chinese medicine industry 。 Pharmaceutical packaging materials industry may usher in new opportunities At present, under the background of policy guidance and the expansion of demand for traditional Chinese medicine, major traditional Chinese medicine enterprises are actively producing and ensuring supply to meet the demand of the market, which is expected to bring certain growth space
to the packaging industry.
In the medium and long term, with the rapid development of the traditional Chinese medicine industry, the intensification of population aging, and the continuous upgrading of consumption, the continuous growth of traditional Chinese medicine demand will also bring considerable growth
to the drug delivery packaging materials industry.
It is worth mentioning that pharmaceutical packaging materials as a kind of packaging materials, although the technical process and other parts of the entire packaging industry are common, but there are also certain differences
in quality control standards and certification systems in different industries.
In particular, drugs, which are special commodities related to human health, have strict requirements for quality and safety, and the requirements for pharmaceutical packaging materials are also relatively strict
.
Haishun New Material once mentioned in institutional research activities, "Customers must first take samples to package and test, do a series of tests such as stability and compatibility, and then downstream pharmaceutical companies and we do a good job of related review and approval before they can use your pharmaceutical packaging materials
.
" "It can be seen that there are high technical barriers
in the pharmaceutical packaging material industry.
At present, the overall pattern of domestic pharmaceutical packaging materials is scattered, on the one hand, because the development of the industry is accompanied by the development of downstream pharmaceutical factories, due to the relatively large number of pharmaceutical factories, to a certain extent, it also promotes the decentralized development of
pharmaceutical packaging material enterprises.
On the other hand, the standards of the packaging material industry are also gradually developing, which makes the entry threshold not very high at the beginning, with the improvement of the public's awareness of drug safety, the quality and performance of pharmaceutical packaging materials are also put forward higher requirements, and the pharmaceutical packaging materials are also upgraded from ordinary packaging to high barrier material packaging
.
The industry believes that with the improvement of production and operation costs and production environmental protection standards, pharmaceutical packaging material companies with cost control capabilities have more advantages, while small and medium-sized enterprises may gradually be eliminated
.
In this context, some pharmaceutical packaging material companies are actively deploying in this track and increasing production capacity expansion
.
For example, Haishun New Materials mentioned in the survey that the company's fixed increase project in 2021 laid out 18,000 tons of high-barrier composite materials, divided into 5,000 tons of cold aluminum, 12,000 tons of recyclable composite materials and 1,000 tons of high-performance bottles and tubes, which are mainly used for pharmaceutical packaging materials
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.