Recent news, Jiangxi production of cranberry unified goods prices increased by 20%, Myanmar cranberry rose from 50 yuan / kg to the current 80 yuan / kg, in addition, angelica, party ginseng and other prices rose is also very obvious
.
The news of the increase in the price of some medicinal herbs has attracted the attention
of the industry.
Data show that since 2022, the price of some Chinese herbal medicines has increased significantly, and more than 20 kinds of Chinese medicinal materials have risen by more than 100%
year-on-year.
Among them, the price increase of melon is as high as 488.
24%, and the price of guan yellow cedar, prickly pear and Yanhusuo has increased by more than 200%.
Judging from the reasons for the rise in the price of these medicinal materials, there are objective factors such as weather, limited import channels, increased labor costs of wild resources, and lack of labor, as well as artificial hoarding hype
.
For some Jiangxi cranberry and other price-increasing varieties, the industry believes that it is mainly affected by high temperature and drought, due to the reduction of varieties and the high concern of merchants, the price will rise
.
It is understood that Jiangxi is the main producer of cranberry, mainly distributed in Jiujiang City and surrounding areas, but due to drought, the production in these areas this year is only half
.
There are also angelica and dang ginseng, which are mainly distributed in the southwest region and the northwest region, which are the areas
that have been greatly affected by the high temperature and drought this year.
In particular, the ginseng, which is sensitive to weather, has reduced its production by at least half under the influence of high temperatures, and its price has risen significantly
.
However, from the overall market in 2022, the increase is not obvious
.
Compared with the beginning of 2022, as of September 20, the comprehensive 200 index of Chinese herbal medicines is relatively stable, maintaining a floating
range of 2600 points to 2750 points.
In addition to objective factors, artificial hoarding speculation is also an important influencing factor for the price increase of medicinal materials, especially the main catalyst
for the price increase of rigid Chinese herbal medicine categories.
In recent years, various top-level designs for Chinese medicine have been introduced
.
The state has raised traditional Chinese medicine to the level of national strategy, and it is mentioned in the "Outline of the Development Plan of Traditional Chinese Medicine 2016-2030" that the health service capacity of traditional Chinese medicine has been significantly enhanced, and the leading role in the treatment of pre-existing diseases, the synergistic role in the treatment of major diseases, and the core role in disease rehabilitation have been fully utilized
.
The industry believes that Chinese medicine has the attributes of consumer goods and health care products, and has a long-term growth logic under the aging of the population and consumption upgrading, which also makes a series of external social floating funds participate in speculation, and hoarding speculation is the main way to
profit for some categories in the industry.
It is worth mentioning that in the context of rising prices of medicinal materials, the terminal and consumer end of Chinese herbal medicine products will also be affected to a certain extent
.
For example, due to the impact of rising raw material prices, Guangyuyuan had replied to investors on the investor interactive platform that since April 1, 2022, the retail price of the company's Angong Niuhuang Pills (boutique series, iron box) was adjusted to: 980 yuan / pill, and the retail price of Angong Niuhuang Pills (boutique series, wooden boxes) was adjusted to: 1680 yuan / pills, and on January 15, 2022, the company has raised the price of Angong Niuhuang Pills (double natural) (3g / pills), and the retail price is set at 880 yuan / pills
。 For another example, in January this year, Jiuzhitang issued a price adjustment notice to customers, and the price of more than 20 kinds of proprietary Chinese medicines was raised, and the market's expectation of improvement in the Chinese medicine sector continued to heat
up.
In the industry's view, the price increase of Chinese herbal medicines may be transmitted to the downstream drug side, causing consumers to pay the bill, and bringing cost control challenges to large pharmaceutical companies, while small and medium-sized enterprises will face the double blow
of cost and brand.
"In view of the price increase of Chinese herbal medicines, if it is artificial speculation, we should focus on cracking down, establish a price monitoring mechanism, and improve the relevant rules for cracking down on speculation in the field of Chinese herbal medicines
.
"
