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On October 28, Henan Lingrui Pharmaceutical Co.
, Ltd.
(Lingrui Pharmaceutical, 600285) released the third quarterly report of 2022, showing that during the reporting period, Lingrui Pharmaceutical's revenue and net profit both increased
.
As of the end of the reporting period, the company's total operating income was 2.
277 billion yuan, a year-on-year increase of 10.
91%, and the net profit attributable to the parent was 405 million yuan, a year-on-year increase of 24.
06%.
Figure 1: Lingrui Pharmaceutical's core operating data from 2016 to 2022
1.
Plaster is the core business of Lingrui Pharmaceutical
Lingrui Pharmaceutical's orthopedic products include Tongluo Analgesic Cream (Original Bone Hyperplasia One Sticking Ling), Blood Vitalizing Pain Tincture, Bone Musk Pain Relief Ointment, Wound Wet Pain Relief Ointment, Joint Pain Relief Ointment, Musk Strong Bone Cream, Danlu Tongdu Tablets, Tongl Biphenylacetic Acid Gel, Indomethacin Patch, etc
.
Among them, Tongluo Pain Relief Cream is an exclusive product
.
According to data from Minai.
com, in recent years, the sales of Tongluo pain relief cream in China's urban physical pharmacy terminals have grown rapidly, exceeding 200 million yuan in 2020, 210 million yuan in 2021, and sales are expected to continue to increase by 3%
in 2022.
In this issue, the big data platform of Tiandi Yuntu Chinese medicine industry briefly evaluates
the cost pressure of traditional Chinese medicine raw materials from the perspective of raw materials involved in Tongluo pain relief cream.
Second, the core raw materials of Tong Luo pain relief cream
Table 1: Core raw materials of Tong Luo pain relief cream
Tongluo pain relief cream can activate blood circulation, disperse cold and dehumidification, reduce swelling and relieve pain, used for waist and knee osteoarthritis is stasis, cold and wet blockage, symptoms include joint tingling or dull pain, joint stiffness, unfavorable flexion and extension, cold limbs
。
Third, the core raw materials of Tongluo pain relief cream rise and fall
Table 2: Rise and fall table of core raw materials of Tongluo pain relief ointment (: yuan/kg)
From January 2021 to November 2022, the price of 5 raw material varieties increased, accounting for 36%, the price of 7 raw materials decreased, accounting for 50%, and the price of 2 raw materials flattened, accounting for 14%.
Fourth, the market analysis of some raw materials of Tongluo pain relief ointment
After the recovery of the epidemic in Angelica City, Minxian County, the volume of Angelica goods was basically stable, with sporadic foreign merchants purchasing sheared goods, and local processors and operators purchasing small quantities on demand
.
Angelica medium and large strips of goods move around normally
.
The overall transaction was flat, and the transaction price was basically stable
.
The transaction price of Angelica Pharmaceutical Factory is 49-51 yuan (kilogram price, the same below); The transaction price of angelica strips is 52-54 yuan; The transaction price of Angelica Zhongtiao was 54.
5-57 yuan, and the transaction price of Angelica Dajou was 57.
5-60 yuan
.
This year's new goods market is relatively high, and the early holders are profitable, paying close attention to the overall digestion of
the future market.
Chuanxiong, the origin of the inventory has volume, the market has declined slightly, the market price has remained stable in recent days, but due to the lack of demand, the source of goods is still slow, the current market asking price is 36-37 yuan, and the transaction volume is not large
.
Honghua, the market supply is in normal digestion, the recent overall movement is not as good as the previous period, the market is flat running, the price of Xinjiang goods is around 155 yuan, Yunnan goods about
150 yuan.
At present, the market is running at a high level, and merchants are maintaining a cautious attitude
.
Shanqi, the recent market inventory is sufficient, the source of goods is not smooth, merchants actively sell, the market is stable and slippery, now the imported small round piece unified price is about 20.
5 yuan, the better unified film price is 22 yuan
.
Merchants do not pay much attention to it, and it is expected that the market will run weakly in the short term
.
Peppercorns, the market supply is sufficient, the recent sales trend is slightly slow, the market is weak, now the price of Dahong Pao is between 45-50 yuan, green peppercorns are around 40 yuan
.
The inventory of this variety is large, and the future market is flat
.
Black pepper, the market is not high, recently some merchants have paid attention, but the overall sales have not seen a significant improvement, the market temporary fluctuations are limited, the current market demand price is about
23 yuan.
Lilac, the recent business attention is not high, the market source is not moving fast, the market remains flat, the spot price is between 65-66 yuan, the short-term market is flat
.
Camphor, the market demand is not strong, the purchase volume of merchants in recent days is small, and the source of goods sales is not very ideal, affected by this, the market has not improved, the current market asking price is about
50 yuan.
5.
Comprehensive comments
1.
Angelica, cloves and other varieties have greater pressure on procurement costs Raw material pressure tests show that the raw materials of Tongluo pain relief cream mainly come from angelica, cloves, Chuanxiong, cubeb, pepper, etc.
from the perspective of supply pressure; From the perspective of quality pressure, it mainly comes from angelica, safflower, mint and dried ginger
.
2.
Beware of safflower production reduction in the first half of next year The reasons for the production reduction are as follows: First, since 2015, you can hear the news of Xinjiang's production reduction due to weather every year; Second, due to factors such as drought, shortened flowering period and poor harvesting, there is a phenomenon of abandonment in the production area; Third, the number of mainland farmers coming to Xinjiang to work has dropped significantly, with less than 30% of the previous years in the past two years.
Fourth, in recent years, the income from safflower land planting has been limited, and many large land parcel households have changed careers, and only farmers are still struggling to support
.
The price of safflower has been high for two consecutive years, coupled with the peak production of new in Yunnan and Xinjiang, can it continue to maintain high prices next year? We'll see
.
To sum up, the strong interest rate hike of the US dollar this year has led to a decline in the price of spices that have just recovered demand due to the epidemic, and for Lingrui Pharmaceutical, the procurement cost of raw materials for Tongluo pain relief cream has been greatly reduced, and profits have risen
.
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