The price of precious Chinese medicine raw materials has increased a lot, and the cost pressure of ConnBei has increased!

Zhejiang Kangenbei Pharmaceutical Co.
, Ltd.
(Kangenbei, SH 600572) released the 2022 semi-annual performance report on the evening of August 24, showing that in the first half of 2022, the company's operating income was about 2.
846 billion yuan, a year-on-year decrease of 8.
77%, an increase of 8.
60%
over the same period of the previous year after deducting the operating income of Cherish Ming Pharmaceutical Company (which is no longer included in the scope of the company's consolidated statements in the current period).
Figure 1: Core operating data of ConnBei from 2016 to 2021 First, the sales of Zhixin Pine continue to grow ConnBei with self-care products as the core, deeply cultivating large brands and large varieties
.
Among them, the sales revenue of the secondary protected variety of traditional Chinese medicine to the heart musk macaroni drop pills in 2021 exceeded 200 million yuan, an increase of 20.
85% year-on-year; In the first half of 2022, affected by the multi-point outbreak of the national epidemic in the first half of the year, the sales of "Zhixin" musk macaroni drops increased by 5.
81%, and the growth rate slowed down
.
In this issue, the big data platform of Tiandi Yuntu Chinese medicine industry analyzes the cost pressure of traditional Chinese medicine raw materials faced by enterprises from the perspective of
raw materials involved in Zhixin Musk Musk Macaroni Drop Pills.
Table 1: To Heart Musk Musk Macaroni Drop Pill Core Raw Material To Heart Musk Macaroni Drop Pill Core Raw Material To Heart Hammer Musk Macaroni Drop Pill can aromatize and improve qi and pulse, activate blood stasis and relieve pain, used for the treatment of coronary heart disease stable type of fatigue angina, Chinese medicine dialectical qi deficiency blood stasis, symptoms see chest pain chest tightness, palpitations shortness of breath, fatigue and fatigue
。 Table 2: The rise and fall of the raw materials of the musk of the heart musk macaroni drop pills Table 2: The rise and fall of the raw materials of the musk of the heart musk The raw materials of the heart musk macaroni drop pills In the period from January 2021 to September 2022, the prices of 4 kinds of raw materials rose, accounting for 58%, the prices of 2 raw materials were flat, accounting for 28%, and the price of 1 raw materials fell, accounting for 14%.

Fourth, to the heart of the musk macaroni drop pill nuclear raw material review ginseng, the new production continues, this year's production area more rain, but the market supply is quantity, the recent merchants small batch procurement, the source of goods moving around, the market is running stably, the current raw drying 80 items The price is between 255-260 yuan (kilogram price, the same below), and the price of raw sunning 45 sticks is between
320-330 yuan 。 Bear bile powder, the arrival of the peak demand season, the increase in market goods merchants, driving the source of small batches to move smoothly, the market to maintain a firm operation, the market price of 8,000 yuan above and below, because it is a restricted business variety, the market situation is difficult to have too much fluctuation
.
Toad crisp, wild resources supply market, due to the increase in the management of the place of origin, the origin of the vendors have stopped selling
.
Affected by this, the market does not have many goods, the original market inventory is weak, resulting in small batches of goods moving smoothly, the market price rises rapidly, the current market price of the national standard goods around 90,000 yuan, the content of about 3% of the goods asking price at 40,000-50,000 yuan
.
Danshen, the origin of the supply is sufficient, there are sometimes incoming goods impact, the market merchants with the purchase and sale, sufficient inventory, the price compared with the previous period, the fluctuation is not large, the current Shandong unified good goods price between 18-19 yuan, the merchant attention is not high, the market is flat
.
Musk, the market inventory is not much, the business is small, the supply is normal digestion, the price is strong and upward, the market natural goods ask for 450,000 yuan, the artificial musk price is 60,000 yuan, up 10,000 yuan from the previous period
.
Bovine yolk, natural bovine yolk belongs to precious Chinese medicine, the particularity of the source of goods leads to insufficient market availability, the early market inventory is weak, the source of goods is mostly concentrated in the hands of a small number of holders, the market is running in a firm manner, the current market natural bovine yolk price is 580,000 yuan, the market is expected to continue to rise, the artificial bovine yolk inventory is relatively sufficient, the price is maintained at around
800 yuan.
Ice chips, small varieties, market demand is not much, the supply of goods in the hands of the holder is sufficient, the supply of goods is not fast, the market has declined in the early stage, the market has been running smoothly in recent days, and now the general unified price is between 140-150 yuan, the overall attention is limited, and the price of the market is difficult to be favorable
.
Fifth, comprehensive review 1, toad crisp and other varieties of procurement cost pressure is greater raw material pressure test shows that the current heart musk musk pill raw materials from the supply pressure, mainly from toad crisp, musk, beef yolk and so on; From the perspective of quality pressure, it mainly comes from toad crisp, salvia and so on
.
2, artificial synthesis or breeding of wild animal medicinal materials is the only way for sustainable development of artificial cattle yolk is a light brown or golden yellow powder made of cattle bile or pig bile through artificial extraction, the main components are bilirubin, bile acid, cholesterol, inorganic salts and so on
.
Its production process is simple, although the effect is not as good as natural products, but the cost performance is higher
.
3, the new product line needs to pay close attention to the layout In July 2019, the National Health Commission issued the "First Batch of National Key Monitoring and Rational Use of Drugs Catalogue (Chemical Drugs and Biological Products)", of which the Danshen Chuanqiazine Injection was listed, combined with the "Opinions on the Establishment of a Medical Security Treatment List Management System (Draft for Comments)" issued by the National Medical Insurance Bureau at the same time, the product was adjusted out of the provincial local medical insurance payment directory
in 2020 。 So far, the sales of Danshenchuan Qianzine injection have continued to decline sharply, and there has been almost no market sales since the second half of 2020, and it is difficult to reverse, which has affected the performance
of ConnBei in 2021 to a certain extent.
In this context, new product lines and fist products must be laid out
as early as possible.
First, to the heart of the sales continue to grow enterprise Chinese medicine three, to the heart of musk macaroni drop pills nuclear raw materials up and down four, to the heart of musk musk macaroni pills nuclear raw materials review procurement five, comprehensive review of medicinal materials