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The third quarterly report of 2022 released by Sunflower Pharmaceutical Group Co.
, Ltd.
(Sunflower Pharmaceutical, 002737) shows that during the reporting period, Sunflower Pharmaceutical's revenue and net profit both increased
.
In the first three quarters of 2022, the company's total operating income was 3.
229 billion yuan, a year-on-year increase of 7.
11%, and the net profit attributable to the parent was 509 million yuan, a year-on-year increase of 27.
05%.
Figure 1: Sunflower Pharmaceutical's core operating data from 2016 to 2022
First, "Little Sunflower" children's medicine has industry-leading advantages
Sunflower Pharmaceutical's products "Little Sunflower" children's medicine and "Sunflower" adult medicine have a high sales share
in the market.
At present, pediatric medicine products involve children's respiratory system medicine, children's digestive system medicine, children's supplement system medicine, children's rare disease medicine, and children's health fields
.
The main products include children's lung fever cough and asthma oral liquid, children's Chai Gui antipyretic granules, pediatric aminophenol xanamine granules, honeysuckle dew, pediatric aminophenolamine granules, children's lung heat cough and asthma granules, Qianhu hawthorn granules, etc
.
Among them, the sales of pediatric lung fever, cough and asthma oral liquid are expected to be 195 million yuan in 2021, with a growth rate of more than 30%, and according to this trend, it is expected to exceed 200 million yuan
in 2022.
In this issue, the big data platform of Tiandi Cloud Map Traditional Chinese Medicine Industry analyzes the cost pressure of traditional Chinese medicine raw materials faced by enterprises from the perspective of raw materials involved in children's lung fever, cough and asthma
.
Second, the core components of oral liquid for children's lung fever, cough and asthma
Table 1: Core components of oral liquid for children's pulmonary fever cough and wheezing
The drug can clear heat and detoxify, promote lung phlegm, and be used for fever, sweating, slight wind chill, cough, phlegm, or wheezing, dry mouth and thirst
.
Third, the core components of oral liquid for children's lung fever, cough and asthma rose and fell
Table 2: Fluctuations of core components of oral liquid for children's lung fever, cough and asthma (RMB/kg)
From January 2022 to January 2023, the oral core raw materials of children's lung fever, cough and asthma increased by 9 varieties, accounting for 81.
8%, of which mainly anti-epidemic Chinese medicinal materials; There were 2 varieties that declined, accounting for 19.
2%.
Fourth, children's lung heat cough and asthma oral liquid raw material market comment
Ephedra, the origin of Inner Mongolia has recently taken normal goods, the production area is about to end processing, the New Year is approaching, merchants have also taken holidays for the New Year, and the logistics of the origin have been
suspended.
The price of whole grass in the current production area is 12.
5 yuan (kilogram price, the same below), the price of cut pieces is 16.
5 yuan, and the price of ephedra root is 16 yuan
.
Bitter almonds, in the early stage under the demand pull, the market rose, in recent days holders are more willing to ship, but the number of merchants looking for goods has decreased, the price is adjusted accordingly, and the price of bitter almonds in the current market is around 30 yuan
.
Due to the large overall inventory of the production area and market, the momentum for the sharp rise is insufficient
.
Gypsum, the market inventory is empty, the early market source transaction volume is large, the recent merchant purchase volume has declined, the market has also turned from rising to stable, the spot general price is about 5 yuan, the good goods shouting price is around 8 yuan, the future market is worth paying attention to
.
Licorice, the tight inventory in the early stage of the market has gradually been replenished, but due to the large demand, the market volume is still not sufficient, merchants continue to purchase according to the demand plan, the market is running firmly, and the general price of the film is now between 25-30 yuan, and the market is bullish
in the future.
Honeysuckle, with the market supply is replenished, coupled with the demand for enterprise procurement to come to an end, the recent source of sales declined, the market has also fallen back to stabilize, the current market Hebei blue and white more shouting price is around 240 yuan, Shandong high-quality white flower price is 210 yuan, pharmaceutical factory price is around 170 yuan
.
Zhimu, as the market gradually rises, the number of production listings has increased, but as the New Year approaches, the source of goods slows down, and the price remains stable temporarily, and the trading price of the feature film is now between
28-32 yuan.
With the consumption of inventory, there is still a possibility
of changes in the market of Zhimu.
Maidong, the market of origin has fallen, but the market supply is not large, the price is higher and near the end of the year, business merchants less replenishment from the place of origin, recently the market market is strong upward, now Sichuan general goods price is about 90 yuan, Hubei mountain wheat winter price has also risen, the current merchant shouting price in 72-75 yuan
。
5.
Comprehensive evaluation
1.
The procurement cost pressure of gypsum, forsythia and other raw materials is relatively large The raw material pressure test shows that the raw materials of oral liquid for children's lung fever and asthma are mainly from gypsum, forsythia, licorice, banlan root, honeysuckle, etc.
from the perspective of supply pressure; From the perspective of quality pressure, it mainly comes from houttuynia, ephedra, wheat dong, bitter almonds and so on
.
2.
The licorice market may enter an upward channel Home-grown licorice is mainly produced in parts of Xinjiang, Inner Mongolia, Gansu and Ningxia, and imported licorice has not received much
in the past two years because of the impact of the epidemic.
The rise in the licorice market this time is due to the continuous reduction in production due to low prices; Second, with the blessing of centralized procurement, demand has increased, and licorice sales have increased; Third, the epidemic continues, short-term demand soars, the processing of new goods in production areas is blocked, and market inventory bottoms out
.
The overall market of licorice is expected to enter an upward channel in 2023, but due to the huge reserves of foreign licorice, once the high price stimulates foreign wild licorice to enter the country, it will inhibit the space for the price of licorice to continue to rise
.
To sum up, in December 2022, the price of raw materials for anti-epidemic Chinese medicinal materials soared, involving gypsum, forsythia, licorice, honeysuckle, etc.
in the core components of children's lung fever, cough and asthma oral liquid.
If there is not enough inventory, this purchase will increase costs, which will affect the company's bottom line
.
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