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Medical Network, June 16 News In April, Guangzhou Baiyunshan Pharmaceutical Group Co.
, Ltd.
(hereinafter referred to as "Baiyunshan") released its 2020 annual report.
The company's gross profit margin and net profit margin continued to decline, and it was under considerable pressure
.
, Ltd.
(hereinafter referred to as "Baiyunshan") released its 2020 annual report.
The company's gross profit margin and net profit margin continued to decline, and it was under considerable pressure
.
Figure 1: Baiyunshan's core operating data from 2016 to 2020
The exclusive product Zishen Yutaiwan developed by Guangzhou Baiyunshan Zhongyi Pharmaceutical Co.
, Ltd.
is used for the fetus caused by the deficiency of both spleen and kidney and the inconvenience (prevention of habitual abortion and threatened abortion)
.
With the liberalization of the national two-child policy, this product has entered a period of rapid development and sales volume has grown rapidly.
Will it become the company 's flagship product in the company's large health product line in the future ?
, Ltd.
is used for the fetus caused by the deficiency of both spleen and kidney and the inconvenience (prevention of habitual abortion and threatened abortion)
.
With the liberalization of the national two-child policy, this product has entered a period of rapid development and sales volume has grown rapidly.
Will it become the company 's flagship product in the company's large health product line in the future ?
In this issue, Tiandi Yuntu's pharmaceutical industry big data platform analyzes the cost pressure of Zishen Yutai Pills based on production and sales data
.
.
1.
The market size of Zishen Yutai Pills is increasing rapidly
The market size of Zishen Yutai Pills is increasing rapidly
According to data from Mi Nei.
com, in recent years, the sales of terminal Zishen Yutai pills in public medical institutions in China have grown rapidly, and their market share has also risen rapidly from 1.
07% in 2018 to 2.
64% in 2020
.
When analyzing the production and sales of main products in the 2020 annual report, Baiyunshan pointed out that the inventory of Zishen Yutai Pills has increased significantly year-on-year, mainly due to the expected increase in product sales demand by its subordinate production companies , and inventory is prepared in advance
.
com, in recent years, the sales of terminal Zishen Yutai pills in public medical institutions in China have grown rapidly, and their market share has also risen rapidly from 1.
07% in 2018 to 2.
64% in 2020
.
When analyzing the production and sales of main products in the 2020 annual report, Baiyunshan pointed out that the inventory of Zishen Yutai Pills has increased significantly year-on-year, mainly due to the expected increase in product sales demand by its subordinate production companies , and inventory is prepared in advance
.
Figure 2: 2018-2020 China's public medical institutions terminal Zishen Yutai pill sales
It is worth mentioning that in 2019, the sales volume of Zishen Yutai Pills increased by over 80% year-on-year
.
.
2.
The price of raw materials for Zishen Yutai Pills rose more and fell less
The price of raw materials for Zishen Yutai Pills rose more and fell less
2.
1 Core ingredients
1 Core ingredients
Table 1: The core ingredients of Zishen Yutai Pills
2.
2 The rise and fall of raw materials (price in kilograms, the same below)
2 The rise and fall of raw materials (price in kilograms, the same below)
Table 2: Changes in raw materials of Zishen Yutaiwan
During the period from June 2020 to June 2021, the core raw materials of Zishen Yutai Pills have 7 varieties, accounting for 46.
7%, 4 varieties with price declines, accounting for 26.
6%, and prices of the remaining 4 varieties are flat, accounting for 26.
7%
.
7%, 4 varieties with price declines, accounting for 26.
6%, and prices of the remaining 4 varieties are flat, accounting for 26.
7%
.
2.
3 The pressure of raw material supply lies in Rehmannia, Dodder and Dipsacus
3 The pressure of raw material supply lies in Rehmannia, Dodder and Dipsacus
After evaluating the historical price fluctuations, production, supply and demand of Zishen Yutai Pills, Tiandi Yuntu's big data platform for the pharmaceutical industry found that the varieties with the highest supply pressure are Rehmannia glutinosa, Dodder and Dipsacus, especially Rehmannia, and the market has fluctuated greatly this year.
, From about 9.
5 yuan in 2019 to more than 18 yuan, the price has almost doubled, putting great pressure on the cost of Zishen Yutai Pills
.
, From about 9.
5 yuan in 2019 to more than 18 yuan, the price has almost doubled, putting great pressure on the cost of Zishen Yutai Pills
.
3.
The core component of Codonopsis has a large overall inventory, and there is little pressure on raw materials to rise
The core component of Codonopsis has a large overall inventory, and there is little pressure on raw materials to rise
3.
1 The origin and market price of Codonopsis are stable
1 The origin and market price of Codonopsis are stable
Bozhou Market: In March 2021, the origin of Codonopsis saw a slight increase, which led to higher market prices.
The market did not benefit in the later period, and the price stabilized.
The quality of the strips in the market was between 42-46 yuan and the price passed 0.
3 sieve.
The price of decoction slices is 48 yuan, and the price of thick slices is 43 yuan
.
The market did not benefit in the later period, and the price stabilized.
The quality of the strips in the market was between 42-46 yuan and the price passed 0.
3 sieve.
The price of decoction slices is 48 yuan, and the price of thick slices is 43 yuan
.
Anguo Market: There are not many merchants concerned, and the supply of goods in the market is generally moving.
The price is basically the same as the previous period.
The market price of Codonopsis is between 31-33 yuan, and the price of Zhongtiao is between 36-42 yuan
.
The price is basically the same as the previous period.
The market price of Codonopsis is between 31-33 yuan, and the price of Zhongtiao is between 36-42 yuan
.
Yulin Market: The price rose in the early period and then fell back.
Merchants are not very motivated to purchase.
In the market, the asking price for strips is 40-42 yuan, and the price for small strips is 30 yuan.
Around 40 yuan
.
Merchants are not very motivated to purchase.
In the market, the asking price for strips is 40-42 yuan, and the price for small strips is 30 yuan.
Around 40 yuan
.
Recently, the origin of Codonopsis has been purchased by foreign customers , the transaction volume has rebounded, and the transaction price has stabilized
.
The transaction price of Dangshen Pharmaceutical Factory is 27 yuan; the transaction price of 0.
4-0.
6cm is 30-34 yuan; the transaction price of 0.
6-0.
8cm is 35-44 yuan, and the transaction price of 0.
8-1.
0cm is 50-60 yuan
.
.
The transaction price of Dangshen Pharmaceutical Factory is 27 yuan; the transaction price of 0.
4-0.
6cm is 30-34 yuan; the transaction price of 0.
6-0.
8cm is 35-44 yuan, and the transaction price of 0.
8-1.
0cm is 50-60 yuan
.
3.
2 Codonopsis prices fell from high
2 Codonopsis prices fell from high
Figure 3: 2016-2021 market price trend chart of Codonopsis
From the price chart of Dangshen since 2016, it can be seen that in the past three years, the price of Dangshen unified goods has shown a downward trend
.
.
In 2017, Dangshen's growth was good, and the price of Dangshen was driven by the good news of the drought in 2016.
The high prices under the active participation of merchants began to fall
.
The high prices under the active participation of merchants began to fall
.
In 2018, the planting area of Codonopsis expanded, with sufficient rain and overcapacity, the new production period was approaching, and the price of Codonopsis began to decline
.
.
April 2019 was the planting period of Codonopsis pilosula, and the supply of small strips was in short supply, which drove the price increase of small strips and middle strips, and stimulated the enthusiasm of farmers for planting
.
.
In 2020, the trading time of new Dangshen products will not be long, and the price will remain stable
.
.
2021 in medicine continued broad based, but dangshen been good only when planting in March rose slightly, post-market continue to go flat
.
.
3.
3 The output of Codonopsis in 2020 is not small
3 The output of Codonopsis in 2020 is not small
Codonopsis is mainly distributed in Dingxi City and Longnan City, Gansu Province.
Codonopsis of Dingxi City is mainly distributed in Longxi County, Weiyuan County, Lintao County, Min County, Zhang County and Tongwei County.
Codonopsis of Longnan City is mainly distributed in Dangchang County.
Wenxian area
.
In addition, Dangshen is also produced in areas such as Huzhu County, Haidong City, Qinghai Province
.
Codonopsis of Dingxi City is mainly distributed in Longxi County, Weiyuan County, Lintao County, Min County, Zhang County and Tongwei County.
Codonopsis of Longnan City is mainly distributed in Dangchang County.
Wenxian area
.
In addition, Dangshen is also produced in areas such as Huzhu County, Haidong City, Qinghai Province
.
The growth cycle of Codonopsis pilosula is 2-3 years, which is basically one year of seedling cultivation and one year of transplantation.
If the price is too low and the medicinal farmers are unwilling to dig, they can grow for 3-4 years and then dig
.
The harvest season is October-November.
Generally, the quality of Dangshen for 3 years is better than that for Dangshen for 2 years
.
If the price is too low and the medicinal farmers are unwilling to dig, they can grow for 3-4 years and then dig
.
The harvest season is October-November.
Generally, the quality of Dangshen for 3 years is better than that for Dangshen for 2 years
.
In 2020, the production area of Codonopsis is still not small, and the weather will be good.
It will be a year of high yield and good harvest
.
According to statistics from Tiandi Yuntu's big data platform for the pharmaceutical industry, the output of Codonopsis in 2020 will be 50,164 tons
.
It will be a year of high yield and good harvest
.
According to statistics from Tiandi Yuntu's big data platform for the pharmaceutical industry, the output of Codonopsis in 2020 will be 50,164 tons
.
3.
4 Under the influence of the 2020 epidemic, the sales of codonopsis ginseng will decrease
4 Under the influence of the 2020 epidemic, the sales of codonopsis ginseng will decrease
Affected by the epidemic in the first half of 2020, the sales volume of Codonopsis ginseng has declined, and the inventory has been backlogged, causing the market for Codonopsis ginseng to continue to weaken
.
According to statistics from Tiandi Yuntu's big data platform for the pharmaceutical industry, the sales volume of Codonopsis in 2020 is 42,500 tons
.
.
According to statistics from Tiandi Yuntu's big data platform for the pharmaceutical industry, the sales volume of Codonopsis in 2020 is 42,500 tons
.
3.
5 Analysis of main demand products and enterprises
5 Analysis of main demand products and enterprises
Table 3: Chinese patent medicines and manufacturing companies with high demand for raw materials of Codonopsis
In terms of proprietary Chinese medicines, according to statistics from the Big Data Platform of the Pharmaceutical Industry of Tiandi Yuntu, 210 Chinese patent medicines currently on the market contain Codonopsis
.
Among them, the most demanded Chinese patent medicines for Codonopsis are Shenqi Injection, Shengmaiyin (Dangshen Recipe), Yiqi Yangxue Oral Liquid and Bazhen Yimu Pills
.
Needs front of medicine enterprises are Livzon Group, Henan homologous Pharmaceutical Co.
, Ltd.
and Fuzhou Neptunus Pharmaceutical Co.
, Ltd.
Golden Elephant medicine
.
.
Among them, the most demanded Chinese patent medicines for Codonopsis are Shenqi Injection, Shengmaiyin (Dangshen Recipe), Yiqi Yangxue Oral Liquid and Bazhen Yimu Pills
.
Needs front of medicine enterprises are Livzon Group, Henan homologous Pharmaceutical Co.
, Ltd.
and Fuzhou Neptunus Pharmaceutical Co.
, Ltd.
Golden Elephant medicine
.
4.
Anticipation of the market outlook
Anticipation of the market outlook
1.
The production capacity of Codonopsis is very susceptible to weather.
It is very common in the production area for Codonopsis to die.
The annual mortality rate is between 10%-20%.
At the same time, if the temperature is low, the occurrence of yellow heart disease will further affect the production capacity; but if The continuous dry weather in the production area will also cause a significant reduction in production
.
This is also the main reason for the frequent price fluctuations of Codonopsis.
A disaster may reduce the output of Codonopsis by more than half
.
The production capacity of Codonopsis is very susceptible to weather.
It is very common in the production area for Codonopsis to die.
The annual mortality rate is between 10%-20%.
At the same time, if the temperature is low, the occurrence of yellow heart disease will further affect the production capacity; but if The continuous dry weather in the production area will also cause a significant reduction in production
.
This is also the main reason for the frequent price fluctuations of Codonopsis.
A disaster may reduce the output of Codonopsis by more than half
.
2.
Overproduction of Codonopsis From the market changes and production situation of Codonopsis in recent years, the overproduction of Codonopsis is an indisputable fact.
If it is not reduced on a large scale, it is difficult to cause a large price increase
.
This year, the place of production proposed to return the medicine and return the grain, but from a practical point of view, farmers still habitually plant Codonopsis
.
Overproduction of Codonopsis From the market changes and production situation of Codonopsis in recent years, the overproduction of Codonopsis is an indisputable fact.
If it is not reduced on a large scale, it is difficult to cause a large price increase
.
This year, the place of production proposed to return the medicine and return the grain, but from a practical point of view, farmers still habitually plant Codonopsis
.
3.
The overall cost pressure of Zishen Yutai Pills is relatively high.
Only from the current data, the prices of varieties such as Cuscuta, Dipsacus, Morinda officinalis, Atractylodes, and Chinese wolfberry have continued upward pressure
.
The overall cost pressure of Zishen Yutai Pills is relatively high.
Only from the current data, the prices of varieties such as Cuscuta, Dipsacus, Morinda officinalis, Atractylodes, and Chinese wolfberry have continued upward pressure
.
Medical Network, June 16 News In April, Guangzhou Baiyunshan Pharmaceutical Group Co.
, Ltd.
(hereinafter referred to as "Baiyunshan") released its 2020 annual report.
The company's gross profit margin and net profit margin continued to decline, and it was under considerable pressure
.
, Ltd.
(hereinafter referred to as "Baiyunshan") released its 2020 annual report.
The company's gross profit margin and net profit margin continued to decline, and it was under considerable pressure
.
Figure 1: Baiyunshan's core operating data from 2016 to 2020
The exclusive product Zishen Yutaiwan developed by Guangzhou Baiyunshan Zhongyi Pharmaceutical Co.
, Ltd.
is used for the fetus caused by the deficiency of both spleen and kidney and the inconvenience (prevention of habitual abortion and threatened abortion)
.
With the liberalization of the national two-child policy, this product has entered a period of rapid development and sales volume has grown rapidly.
Will it become the company 's flagship product in the company's large health product line in the future ?
, Ltd.
is used for the fetus caused by the deficiency of both spleen and kidney and the inconvenience (prevention of habitual abortion and threatened abortion)
.
With the liberalization of the national two-child policy, this product has entered a period of rapid development and sales volume has grown rapidly.
Will it become the company 's flagship product in the company's large health product line in the future ?
In this issue, Tiandi Yuntu's pharmaceutical industry big data platform analyzes the cost pressure of Zishen Yutai Pills based on production and sales data
.
.
1.
The market size of Zishen Yutai Pills is increasing rapidly
The market size of Zishen Yutai Pills is increasing rapidly
According to data from Mi Nei.
com, in recent years, the sales of terminal Zishen Yutai pills in public medical institutions in China have grown rapidly, and their market share has also risen rapidly from 1.
07% in 2018 to 2.
64% in 2020
.
When analyzing the production and sales of main products in the 2020 annual report, Baiyunshan pointed out that the inventory of Zishen Yutai Pills has increased significantly year-on-year, mainly due to the expected increase in product sales demand by its subordinate production companies , and inventory is prepared in advance
.
com, in recent years, the sales of terminal Zishen Yutai pills in public medical institutions in China have grown rapidly, and their market share has also risen rapidly from 1.
07% in 2018 to 2.
64% in 2020
.
When analyzing the production and sales of main products in the 2020 annual report, Baiyunshan pointed out that the inventory of Zishen Yutai Pills has increased significantly year-on-year, mainly due to the expected increase in product sales demand by its subordinate production companies , and inventory is prepared in advance
.
Figure 2: 2018-2020 China's public medical institutions terminal Zishen Yutai pill sales
It is worth mentioning that in 2019, the sales volume of Zishen Yutai Pills increased by over 80% year-on-year
.
.
2.
The price of raw materials for Zishen Yutai Pills rose more and fell less
The price of raw materials for Zishen Yutai Pills rose more and fell less
2.
1 Core ingredients
1 Core ingredients
Table 1: The core ingredients of Zishen Yutai Pills
2.
2 The rise and fall of raw materials (price in kilograms, the same below)
2 The rise and fall of raw materials (price in kilograms, the same below)
Table 2: Changes in raw materials of Zishen Yutaiwan
During the period from June 2020 to June 2021, the core raw materials of Zishen Yutai Pills have 7 varieties, accounting for 46.
7%, 4 varieties with price declines, accounting for 26.
6%, and prices of the remaining 4 varieties are flat, accounting for 26.
7%
.
7%, 4 varieties with price declines, accounting for 26.
6%, and prices of the remaining 4 varieties are flat, accounting for 26.
7%
.
2.
3 The pressure of raw material supply lies in Rehmannia, Dodder and Dipsacus
3 The pressure of raw material supply lies in Rehmannia, Dodder and Dipsacus
After evaluating the historical price fluctuations, production, supply and demand of Zishen Yutai Pills, Tiandi Yuntu's big data platform for the pharmaceutical industry found that the varieties with the highest supply pressure are Rehmannia glutinosa, Dodder and Dipsacus, especially Rehmannia, and the market has fluctuated greatly this year.
, From about 9.
5 yuan in 2019 to more than 18 yuan, the price has almost doubled, putting great pressure on the cost of Zishen Yutai Pills
.
, From about 9.
5 yuan in 2019 to more than 18 yuan, the price has almost doubled, putting great pressure on the cost of Zishen Yutai Pills
.
3.
The core component of Codonopsis has a large overall inventory, and there is little pressure on raw materials to rise
The core component of Codonopsis has a large overall inventory, and there is little pressure on raw materials to rise
3.
1 The origin and market price of Codonopsis are stable
1 The origin and market price of Codonopsis are stable
Bozhou Market: In March 2021, the origin of Codonopsis saw a slight increase, which led to higher market prices.
The market did not benefit in the later period, and the price stabilized.
The quality of the strips in the market was between 42-46 yuan and the price passed 0.
3 sieve.
The price of decoction slices is 48 yuan, and the price of thick slices is 43 yuan
.
The market did not benefit in the later period, and the price stabilized.
The quality of the strips in the market was between 42-46 yuan and the price passed 0.
3 sieve.
The price of decoction slices is 48 yuan, and the price of thick slices is 43 yuan
.
Anguo Market: There are not many merchants concerned, and the supply of goods in the market is generally moving.
The price is basically the same as the previous period.
The market price of Codonopsis is between 31-33 yuan, and the price of Zhongtiao is between 36-42 yuan
.
The price is basically the same as the previous period.
The market price of Codonopsis is between 31-33 yuan, and the price of Zhongtiao is between 36-42 yuan
.
Yulin Market: The price rose in the early period and then fell back.
Merchants are not very motivated to purchase.
In the market, the asking price for strips is 40-42 yuan, and the price for small strips is 30 yuan.
Around 40 yuan
.
Merchants are not very motivated to purchase.
In the market, the asking price for strips is 40-42 yuan, and the price for small strips is 30 yuan.
Around 40 yuan
.
Recently, the origin of Codonopsis has been purchased by foreign customers , the transaction volume has rebounded, and the transaction price has stabilized
.
The transaction price of Dangshen Pharmaceutical Factory is 27 yuan; the transaction price of 0.
4-0.
6cm is 30-34 yuan; the transaction price of 0.
6-0.
8cm is 35-44 yuan, and the transaction price of 0.
8-1.
0cm is 50-60 yuan
.
.
The transaction price of Dangshen Pharmaceutical Factory is 27 yuan; the transaction price of 0.
4-0.
6cm is 30-34 yuan; the transaction price of 0.
6-0.
8cm is 35-44 yuan, and the transaction price of 0.
8-1.
0cm is 50-60 yuan
.
3.
2 Codonopsis prices fell from high
2 Codonopsis prices fell from high
Figure 3: 2016-2021 market price trend chart of Codonopsis
From the price chart of Dangshen since 2016, it can be seen that in the past three years, the price of Dangshen unified goods has shown a downward trend
.
.
In 2017, Dangshen's growth was good, and the price of Dangshen was driven by the good news of the drought in 2016.
The high prices under the active participation of merchants began to fall
.
The high prices under the active participation of merchants began to fall
.
In 2018, the planting area of Codonopsis expanded, with sufficient rain and overcapacity, the new production period was approaching, and the price of Codonopsis began to decline
.
.
April 2019 was the planting period of Codonopsis pilosula, and the supply of small strips was in short supply, which drove the price increase of small strips and middle strips, and stimulated the enthusiasm of farmers for planting
.
.
In 2020, the trading time of new Dangshen products will not be long, and the price will remain stable
.
.
2021 in medicine continued broad based, but dangshen been good only when planting in March rose slightly, post-market continue to go flat
.
.
3.
3 The output of Codonopsis in 2020 is not small
3 The output of Codonopsis in 2020 is not small
Codonopsis is mainly distributed in Dingxi City and Longnan City, Gansu Province.
Codonopsis of Dingxi City is mainly distributed in Longxi County, Weiyuan County, Lintao County, Min County, Zhang County and Tongwei County.
Codonopsis of Longnan City is mainly distributed in Dangchang County.
Wenxian area
.
In addition, Dangshen is also produced in areas such as Huzhu County, Haidong City, Qinghai Province
.
Codonopsis of Dingxi City is mainly distributed in Longxi County, Weiyuan County, Lintao County, Min County, Zhang County and Tongwei County.
Codonopsis of Longnan City is mainly distributed in Dangchang County.
Wenxian area
.
In addition, Dangshen is also produced in areas such as Huzhu County, Haidong City, Qinghai Province
.
The growth cycle of Codonopsis pilosula is 2-3 years, which is basically one year of seedling cultivation and one year of transplantation.
If the price is too low and the medicinal farmers are unwilling to dig, they can grow for 3-4 years and then dig
.
The harvest season is October-November.
Generally, the quality of Dangshen for 3 years is better than that for Dangshen for 2 years
.
If the price is too low and the medicinal farmers are unwilling to dig, they can grow for 3-4 years and then dig
.
The harvest season is October-November.
Generally, the quality of Dangshen for 3 years is better than that for Dangshen for 2 years
.
In 2020, the production area of Codonopsis is still not small, and the weather will be good.
It will be a year of high yield and good harvest
.
According to statistics from Tiandi Yuntu's big data platform for the pharmaceutical industry, the output of Codonopsis in 2020 will be 50,164 tons
.
It will be a year of high yield and good harvest
.
According to statistics from Tiandi Yuntu's big data platform for the pharmaceutical industry, the output of Codonopsis in 2020 will be 50,164 tons
.
3.
4 Under the influence of the 2020 epidemic, the sales of codonopsis ginseng will decrease
4 Under the influence of the 2020 epidemic, the sales of codonopsis ginseng will decrease
Affected by the epidemic in the first half of 2020, the sales volume of Codonopsis ginseng has declined, and the inventory has been backlogged, causing the market for Codonopsis ginseng to continue to weaken
.
According to statistics from Tiandi Yuntu's big data platform for the pharmaceutical industry, the sales volume of Codonopsis in 2020 is 42,500 tons
.
.
According to statistics from Tiandi Yuntu's big data platform for the pharmaceutical industry, the sales volume of Codonopsis in 2020 is 42,500 tons
.
3.
5 Analysis of main demand products and enterprises
5 Analysis of main demand products and enterprises
Table 3: Chinese patent medicines and manufacturing companies with high demand for raw materials of Codonopsis
In terms of proprietary Chinese medicines, according to statistics from the Big Data Platform of the Pharmaceutical Industry of Tiandi Yuntu, 210 Chinese patent medicines currently on the market contain Codonopsis
.
Among them, the most demanded Chinese patent medicines for Codonopsis are Shenqi Injection, Shengmaiyin (Dangshen Recipe), Yiqi Yangxue Oral Liquid and Bazhen Yimu Pills
.
Needs front of medicine enterprises are Livzon Group, Henan homologous Pharmaceutical Co.
, Ltd.
and Fuzhou Neptunus Pharmaceutical Co.
, Ltd.
Golden Elephant medicine
.
.
Among them, the most demanded Chinese patent medicines for Codonopsis are Shenqi Injection, Shengmaiyin (Dangshen Recipe), Yiqi Yangxue Oral Liquid and Bazhen Yimu Pills
.
Needs front of medicine enterprises are Livzon Group, Henan homologous Pharmaceutical Co.
, Ltd.
and Fuzhou Neptunus Pharmaceutical Co.
, Ltd.
Golden Elephant medicine
.
4.
Anticipation of the market outlook
Anticipation of the market outlook
1.
The production capacity of Codonopsis is very susceptible to weather.
It is very common in the production area for Codonopsis to die.
The annual mortality rate is between 10%-20%.
At the same time, if the temperature is low, the occurrence of yellow heart disease will further affect the production capacity; but if The continuous dry weather in the production area will also cause a significant reduction in production
.
This is also the main reason for the frequent price fluctuations of Codonopsis.
A disaster may reduce the output of Codonopsis by more than half
.
The production capacity of Codonopsis is very susceptible to weather.
It is very common in the production area for Codonopsis to die.
The annual mortality rate is between 10%-20%.
At the same time, if the temperature is low, the occurrence of yellow heart disease will further affect the production capacity; but if The continuous dry weather in the production area will also cause a significant reduction in production
.
This is also the main reason for the frequent price fluctuations of Codonopsis.
A disaster may reduce the output of Codonopsis by more than half
.
2.
Overproduction of Codonopsis From the market changes and production situation of Codonopsis in recent years, the overproduction of Codonopsis is an indisputable fact.
If it is not reduced on a large scale, it is difficult to cause a large price increase
.
This year, the place of production proposed to return the medicine and return the grain, but from a practical point of view, farmers still habitually plant Codonopsis
.
Overproduction of Codonopsis From the market changes and production situation of Codonopsis in recent years, the overproduction of Codonopsis is an indisputable fact.
If it is not reduced on a large scale, it is difficult to cause a large price increase
.
This year, the place of production proposed to return the medicine and return the grain, but from a practical point of view, farmers still habitually plant Codonopsis
.
3.
The overall cost pressure of Zishen Yutai Pills is relatively high.
Only from the current data, the prices of varieties such as Cuscuta, Dipsacus, Morinda officinalis, Atractylodes, and Chinese wolfberry have continued upward pressure
.
The overall cost pressure of Zishen Yutai Pills is relatively high.
Only from the current data, the prices of varieties such as Cuscuta, Dipsacus, Morinda officinalis, Atractylodes, and Chinese wolfberry have continued upward pressure
.
Medical Network, June 16 News In April, Guangzhou Baiyunshan Pharmaceutical Group Co.
, Ltd.
(hereinafter referred to as "Baiyunshan") released its 2020 annual report.
The company's gross profit margin and net profit margin continued to decline, and it was under considerable pressure
.
, Ltd.
(hereinafter referred to as "Baiyunshan") released its 2020 annual report.
The company's gross profit margin and net profit margin continued to decline, and it was under considerable pressure
.
Figure 1: Baiyunshan's core operating data from 2016 to 2020
The exclusive product Zishen Yutaiwan developed by Guangzhou Baiyunshan Zhongyi Pharmaceutical Co.
, Ltd.
is used for the fetus caused by the deficiency of both spleen and kidney and the inconvenience (prevention of habitual abortion and threatened abortion)
.
With the liberalization of the national two-child policy, this product has entered a period of rapid development and sales volume has grown rapidly.
Will it become the company 's flagship product in the company's large health product line in the future ?
Healthy, healthy, healthy, Ltd.
is used for the fetus caused by the deficiency of both spleen and kidney and the inconvenience (prevention of habitual abortion and threatened abortion)
.
With the liberalization of the national two-child policy, this product has entered a period of rapid development and sales volume has grown rapidly.
Will it become the company 's flagship product in the company's large health product line in the future ?
In this issue, Tiandi Yuntu's pharmaceutical industry big data platform analyzes the cost pressure of Zishen Yutai Pills based on production and sales data
.
.
1.
The market size of Zishen Yutai Pills is increasing rapidly
1. The market size of Zishen Yutai Pills is increasing rapidly
The market size of Zishen Yutai Pills is increasing rapidly
According to data from Mi Nei.
com, in recent years, the sales of terminal Zishen Yutai pills in public medical institutions in China have grown rapidly, and their market share has also risen rapidly from 1.
07% in 2018 to 2.
64% in 2020
.
When analyzing the production and sales of main products in the 2020 annual report, Baiyunshan pointed out that the inventory of Zishen Yutai Pills has increased significantly year-on-year, mainly due to the expected increase in product sales demand by its subordinate production companies , and inventory is prepared in advance
.
Enterprise business enterprisecom, in recent years, the sales of terminal Zishen Yutai pills in public medical institutions in China have grown rapidly, and their market share has also risen rapidly from 1.
07% in 2018 to 2.
64% in 2020
.
When analyzing the production and sales of main products in the 2020 annual report, Baiyunshan pointed out that the inventory of Zishen Yutai Pills has increased significantly year-on-year, mainly due to the expected increase in product sales demand by its subordinate production companies , and inventory is prepared in advance
.
Figure 2: 2018-2020 China's public medical institutions terminal Zishen Yutai pill sales
It is worth mentioning that in 2019, the sales volume of Zishen Yutai Pills increased by over 80% year-on-year
.
.
2.
The price of raw materials for Zishen Yutai Pills rose more and fell less
2. The price of raw materials for Zishen Yutai Pills rose more and fell less
The price of raw materials for Zishen Yutai Pills rose more and fell less
2.
1 Core ingredients
2. 1 Core ingredients
1 Core ingredients
Table 1: The core ingredients of Zishen Yutai Pills
2.
2 The rise and fall of raw materials (price in kilograms, the same below)
2 The rise and fall of raw materials (price in kilograms, the same below)
Table 2: Changes in raw materials of Zishen Yutaiwan
During the period from June 2020 to June 2021, the core raw materials of Zishen Yutai Pills have 7 varieties, accounting for 46.
7%, 4 varieties with price declines, accounting for 26.
6%, and prices of the remaining 4 varieties are flat, accounting for 26.
7%
.
7%, 4 varieties with price declines, accounting for 26.
6%, and prices of the remaining 4 varieties are flat, accounting for 26.
7%
.
2.
3 The pressure of raw material supply lies in Rehmannia, Dodder and Dipsacus
2. 3 The pressure of raw material supply lies in Rehmannia, Dodder and Dipsacus
3 The pressure of raw material supply lies in Rehmannia, Dodder and Dipsacus
After evaluating the historical price fluctuations, production, supply and demand of Zishen Yutai Pills, Tiandi Yuntu's big data platform for the pharmaceutical industry found that the varieties with the highest supply pressure are Rehmannia glutinosa, Dodder and Dipsacus, especially Rehmannia, and the market has fluctuated greatly this year.
, From about 9.
5 yuan in 2019 to more than 18 yuan, the price has almost doubled, putting great pressure on the cost of Zishen Yutai Pills
.
, From about 9.
5 yuan in 2019 to more than 18 yuan, the price has almost doubled, putting great pressure on the cost of Zishen Yutai Pills
.
3.
The core component of Codonopsis has a large overall inventory, and there is little pressure on raw materials to rise
3. The core component of Codonopsis has a large overall inventory, and there is little pressure on raw materials to rise
The core component of Codonopsis has a large overall inventory, and there is little pressure on raw materials to rise
3.
1 The origin and market price of Codonopsis are stable
3. 1 The origin and market price of Codonopsis are stable
1 The origin and market price of Codonopsis are stable
Bozhou Market: In March 2021, the origin of Codonopsis saw a slight increase, which led to higher market prices.
The market did not benefit in the later period, and the price stabilized.
The quality of the strips in the market was between 42-46 yuan and the price passed 0.
3 sieve.
The price of decoction slices is 48 yuan, and the price of thick slices is 43 yuan
.
The market did not benefit in the later period, and the price stabilized.
The quality of the strips in the market was between 42-46 yuan and the price passed 0.
3 sieve.
The price of decoction slices is 48 yuan, and the price of thick slices is 43 yuan
.
Anguo Market: There are not many merchants concerned, and the supply of goods in the market is generally moving.
The price is basically the same as the previous period.
The market price of Codonopsis is between 31-33 yuan, and the price of Zhongtiao is between 36-42 yuan
.
The price is basically the same as the previous period.
The market price of Codonopsis is between 31-33 yuan, and the price of Zhongtiao is between 36-42 yuan
.
Yulin Market: The price rose in the early period and then fell back.
Merchants are not very motivated to purchase.
In the market, the asking price for strips is 40-42 yuan, and the price for small strips is 30 yuan.
Around 40 yuan
.
Merchants are not very motivated to purchase.
In the market, the asking price for strips is 40-42 yuan, and the price for small strips is 30 yuan.
Around 40 yuan
.
Recently, the origin of Codonopsis has been purchased by foreign customers , the transaction volume has rebounded, and the transaction price has stabilized
.
The transaction price of Dangshen Pharmaceutical Factory is 27 yuan; the transaction price of 0.
4-0.
6cm is 30-34 yuan; the transaction price of 0.
6-0.
8cm is 35-44 yuan, and the transaction price of 0.
8-1.
0cm is 50-60 yuan
.
Procurement Purchasing Procurement.
The transaction price of Dangshen Pharmaceutical Factory is 27 yuan; the transaction price of 0.
4-0.
6cm is 30-34 yuan; the transaction price of 0.
6-0.
8cm is 35-44 yuan, and the transaction price of 0.
8-1.
0cm is 50-60 yuan
.
3.
2 Codonopsis prices fell from high
3. 2 Codonopsis prices fell from high
2 Codonopsis prices fell from high
Figure 3: 2016-2021 market price trend chart of Codonopsis
From the price chart of Dangshen since 2016, it can be seen that in the past three years, the price of Dangshen unified goods has shown a downward trend
.
.
In 2017, Dangshen's growth was good, and the price of Dangshen was driven by the good news of the drought in 2016.
The high prices under the active participation of merchants began to fall
.
The high prices under the active participation of merchants began to fall
.
In 2018, the planting area of Codonopsis expanded, with sufficient rain and overcapacity, the new production period was approaching, and the price of Codonopsis began to decline
.
.
April 2019 was the planting period of Codonopsis pilosula, and the supply of small strips was in short supply, which drove the price increase of small strips and middle strips, and stimulated the enthusiasm of farmers for planting
.
.
In 2020, the trading time of new Dangshen products will not be long, and the price will remain stable
.
.
2021 in medicine continued broad based, but dangshen been good only when planting in March rose slightly, post-market continue to go flat
.
Herbs medicinal herbs.
3.
3 The output of Codonopsis in 2020 is not small
3. 3 The output of Codonopsis in 2020 is not small
3 The output of Codonopsis in 2020 is not small
Codonopsis is mainly distributed in Dingxi City and Longnan City, Gansu Province.
Codonopsis of Dingxi City is mainly distributed in Longxi County, Weiyuan County, Lintao County, Min County, Zhang County and Tongwei County.
Codonopsis of Longnan City is mainly distributed in Dangchang County.
Wenxian area
.
In addition, Dangshen is also produced in areas such as Huzhu County, Haidong City, Qinghai Province
.
Codonopsis of Dingxi City is mainly distributed in Longxi County, Weiyuan County, Lintao County, Min County, Zhang County and Tongwei County.
Codonopsis of Longnan City is mainly distributed in Dangchang County.
Wenxian area
.
In addition, Dangshen is also produced in areas such as Huzhu County, Haidong City, Qinghai Province
.
The growth cycle of Codonopsis pilosula is 2-3 years, which is basically one year of seedling cultivation and one year of transplantation.
If the price is too low and the medicinal farmers are unwilling to dig, they can grow for 3-4 years and then dig
.
The harvest season is October-November.
Generally, the quality of Dangshen for 3 years is better than that for Dangshen for 2 years
.
If the price is too low and the medicinal farmers are unwilling to dig, they can grow for 3-4 years and then dig
.
The harvest season is October-November.
Generally, the quality of Dangshen for 3 years is better than that for Dangshen for 2 years
.
In 2020, the production area of Codonopsis is still not small, and the weather will be good.
It will be a year of high yield and good harvest
.
According to statistics from Tiandi Yuntu's big data platform for the pharmaceutical industry, the output of Codonopsis in 2020 will be 50,164 tons
.
It will be a year of high yield and good harvest
.
According to statistics from Tiandi Yuntu's big data platform for the pharmaceutical industry, the output of Codonopsis in 2020 will be 50,164 tons
.
3.
4 Under the influence of the 2020 epidemic, the sales of codonopsis ginseng will decrease
4 Under the influence of the 2020 epidemic, the sales of codonopsis ginseng will decrease
Affected by the epidemic in the first half of 2020, the sales volume of Codonopsis ginseng has declined, and the inventory has been backlogged, causing the market for Codonopsis ginseng to continue to weaken
.
According to statistics from Tiandi Yuntu's big data platform for the pharmaceutical industry, the sales volume of Codonopsis in 2020 is 42,500 tons
.
.
According to statistics from Tiandi Yuntu's big data platform for the pharmaceutical industry, the sales volume of Codonopsis in 2020 is 42,500 tons
.
3.
5 Analysis of main demand products and enterprises
3. 5 Analysis of main demand products and enterprises
5 Analysis of main demand products and enterprises
Table 3: Chinese patent medicines and manufacturing companies with high demand for raw materials of Codonopsis
In terms of proprietary Chinese medicines, according to statistics from the Big Data Platform of the Pharmaceutical Industry of Tiandi Yuntu, 210 Chinese patent medicines currently on the market contain Codonopsis
.
Among them, the most demanded Chinese patent medicines for Codonopsis are Shenqi Injection, Shengmaiyin (Dangshen Recipe), Yiqi Yangxue Oral Liquid and Bazhen Yimu Pills
.
Needs front of medicine enterprises are Livzon Group, Henan homologous Pharmaceutical Co.
, Ltd.
and Fuzhou Neptunus Pharmaceutical Co.
, Ltd.
Golden Elephant medicine
.
.
Among them, the most demanded Chinese patent medicines for Codonopsis are Shenqi Injection, Shengmaiyin (Dangshen Recipe), Yiqi Yangxue Oral Liquid and Bazhen Yimu Pills
.
Needs front of medicine enterprises are Livzon Group, Henan homologous Pharmaceutical Co.
, Ltd.
and Fuzhou Neptunus Pharmaceutical Co.
, Ltd.
Golden Elephant medicine
.
4.
Anticipation of the market outlook
4. Anticipation of the market outlook
Anticipation of the market outlook
1.
The production capacity of Codonopsis is very susceptible to weather.
It is very common in the production area for Codonopsis to die.
The annual mortality rate is between 10%-20%.
At the same time, if the temperature is low, the occurrence of yellow heart disease will further affect the production capacity; but if The continuous dry weather in the production area will also cause a significant reduction in production
.
This is also the main reason for the frequent price fluctuations of Codonopsis.
A disaster may reduce the output of Codonopsis by more than half
.
The production capacity of Codonopsis is very susceptible to weather.
It is very common in the production area for Codonopsis to die.
The annual mortality rate is between 10%-20%.
At the same time, if the temperature is low, the occurrence of yellow heart disease will further affect the production capacity; but if The continuous dry weather in the production area will also cause a significant reduction in production
.
This is also the main reason for the frequent price fluctuations of Codonopsis.
A disaster may reduce the output of Codonopsis by more than half
.
2.
Overproduction of Codonopsis From the market changes and production situation of Codonopsis in recent years, the overproduction of Codonopsis is an indisputable fact.
If it is not reduced on a large scale, it is difficult to cause a large price increase
.
This year, the place of production proposed to return the medicine and return the grain, but from a practical point of view, farmers still habitually plant Codonopsis
.
Overproduction of Codonopsis From the market changes and production situation of Codonopsis in recent years, the overproduction of Codonopsis is an indisputable fact.
If it is not reduced on a large scale, it is difficult to cause a large price increase
.
This year, the place of production proposed to return the medicine and return the grain, but from a practical point of view, farmers still habitually plant Codonopsis
.
3.
The overall cost pressure of Zishen Yutai Pills is relatively high.
Only from the current data, the prices of varieties such as Cuscuta, Dipsacus, Morinda officinalis, Atractylodes, and Chinese wolfberry have continued upward pressure
.
The overall cost pressure of Zishen Yutai Pills is relatively high.
Only from the current data, the prices of varieties such as Cuscuta, Dipsacus, Morinda officinalis, Atractylodes, and Chinese wolfberry have continued upward pressure
.
