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According to the third quarter report disclosed by Teyi Pharmaceutical Group Co.
, Ltd.
(Teyi Pharmaceutical, 002728) on October 26, the company achieved a total operating income of 583 million yuan in the first three quarters of 2022, an increase of 11% year-on-year; The net profit attributable to the parent was 97.
77 million yuan, down 5%
from the same period last year.
, Ltd.
(Teyi Pharmaceutical, 002728) on October 26, the company achieved a total operating income of 583 million yuan in the first three quarters of 2022, an increase of 11% year-on-year; The net profit attributable to the parent was 97.
77 million yuan, down 5%
from the same period last year.
Figure 1: Core operating data of Teyi Pharmaceutical from 2016 to 2022
1.
Cough tablets are the core products
Cough tablets are the core products
The products of Teyi Pharmaceutical Group include proprietary Chinese medicines, chemical preparations, chemical APIs and chemical products
.
Its core product, Cough Suppressant Tablets, is an exclusive variety, and its secret recipe was selected into the Lingnan Traditional Chinese Medicine Cultural Heritage Protection List (the first batch) in 2009 and recognized as a key new product
in Guangdong Province in 2012.
.
Its core product, Cough Suppressant Tablets, is an exclusive variety, and its secret recipe was selected into the Lingnan Traditional Chinese Medicine Cultural Heritage Protection List (the first batch) in 2009 and recognized as a key new product
in Guangdong Province in 2012.
Cough suppressant tablets belong to Chinese proprietary medicine cough and phlegm drugs, clinically used for the treatment of chronic bronchitis, for cough (especially cold cough, phlegm wet cough), market share in recent years in Chinese proprietary medicine cough and phlegm products in steady rise, according to Minai network data, cough suppressant tablets for many years ranked in the top five brands
of cough oral drugs.
of cough oral drugs.
According to the announcement of the record sheet of investor relations activities disclosed by Teyi Pharmaceutical, the company expects to sell 25 million boxes (about 330 million yuan)
of cough tablets in 2022.
The gross profit margin of cough suppressant tablets has been maintained at about 80%, the current production capacity is 1 billion pieces (40 million boxes), and the production capacity can reach 2.
4 billion pieces (equivalent to 100 million boxes)
according to market needs in the later stage.
It is estimated that in 5-8 years, the annual sales volume of cough suppressant tablets will reach 2.
4 billion pieces
.
of cough tablets in 2022.
The gross profit margin of cough suppressant tablets has been maintained at about 80%, the current production capacity is 1 billion pieces (40 million boxes), and the production capacity can reach 2.
4 billion pieces (equivalent to 100 million boxes)
according to market needs in the later stage.
It is estimated that in 5-8 years, the annual sales volume of cough suppressant tablets will reach 2.
4 billion pieces
.
In this issue, the big data platform of Tiandi Yuntu Chinese medicine industry briefly evaluates
the cost pressure of traditional Chinese medicine raw materials of enterprises from the perspective of raw materials involved in cough suppressant tablets.
the cost pressure of traditional Chinese medicine raw materials of enterprises from the perspective of raw materials involved in cough suppressant tablets.
Second, the core ingredients of cough suppressant tablets
Table 1: Core ingredients of cough suppressant tablets
The drug can promote lung expectoration, relieve cough and relieve asthma, and is used for cough, phlegm thin, cough and even asthma caused by external wind and cold; Chronic bronchitis and upper respiratory tract infection see the above symptoms
.
.
Third, the rise and fall of the core raw materials of cough suppressant tablets
Table 2: Cough Suppressant Tablet Raw Material Price Rise and Fall Table
From January 2021 to November 2022, the price of 9 raw material varieties increased, accounting for 83.
3%, the price of 1 raw material decreased, accounting for 8.
35%, and the price of 1 raw material flattened, accounting for 8.
35%.
3%, the price of 1 raw material decreased, accounting for 8.
35%, and the price of 1 raw material flattened, accounting for 8.
35%.
Fourth, cough treasure tablets part of the raw material market analysis
Mint, the second stubble production of the production area is newly ended, due to the reduction of rain in the production area, the continuous drought, resulting in the quality of the supply is average
.
The source of origin is basically exported, the market supply is sufficient, digestion is good, the market conditions are running smoothly, now the price of Hubei goods is 8-9 yuan (kilogram price, the same below), Yunnan unified price is 7-8 yuan, mint leaf price is between
12-15 yuan.
.
The source of origin is basically exported, the market supply is sufficient, digestion is good, the market conditions are running smoothly, now the price of Hubei goods is 8-9 yuan (kilogram price, the same below), Yunnan unified price is 7-8 yuan, mint leaf price is between
12-15 yuan.
Aster, the origin has not yet been new, the market is affected by the new age, coupled with the weak supply of goods, merchants are reluctant to sell, the market continues to rise, the current market cut into large pieces of goods asking price is 25-26 yuan, the general price of drinking pieces is about
30 yuan.
30 yuan.
Orange red, the price after the production of new prices rose slightly, the demand in recent days is general, the market is running firmly, the source of goods is moving normally, the current market seven-claw goods asking price is about 13 yuan, the transaction volume is not large
.
The price of genuine Guangzhou orange and red round fruit is about 90 yuan, and this year's orange red seven claws price is high, the price is about
150 yuan.
.
The price of genuine Guangzhou orange and red round fruit is about 90 yuan, and this year's orange red seven claws price is high, the price is about
150 yuan.
Krato, this year Inner Mongolia and other production areas affected by the epidemic, the source of goods is not fast, the recent market decline, the price of the skin in the current production area is 25 yuan, the price of oblique tablets ranges from 23-26 yuan; The price of peeling is between 27-28 yuan, and the price of peeling high-quality is between
34-35 yuan.
The market price is slightly higher
than the market situation of the place of origin due to the increase in transportation, selection and other costs.
34-35 yuan.
The market price is slightly higher
than the market situation of the place of origin due to the increase in transportation, selection and other costs.
Citrus husk, the production area market is low, farmers extensive management, this year's drought has led to a decrease in the early production, merchants diligent and fast sales, the market continues to stabilize, the spot price is between
22-23 yuan.
This year's output is not large, but the demand in recent times is general, and the future market is flat
.
22-23 yuan.
This year's output is not large, but the demand in recent times is general, and the future market is flat
.
Hundred, some production areas have begun to dig, but due to the impact of the epidemic in some production areas, the supply is difficult to organize, the price of this product is higher, and farmers are more motivated to dig
.
The market inventory is not large, and with the recent decrease in the number of goods coming to the port, the market can sell a small number of large goods, and some end customers purchase a small amount, and the overall market remains stable
.
Among them, the price of domestic dry goods is about 41 yuan, and the price of a small number of imported goods is about
37 yuan.
.
The market inventory is not large, and with the recent decrease in the number of goods coming to the port, the market can sell a small number of large goods, and some end customers purchase a small amount, and the overall market remains stable
.
Among them, the price of domestic dry goods is about 41 yuan, and the price of a small number of imported goods is about
37 yuan.
Schisandra, planting area is large, production is increasing year by year, affected by the new goods on the market, the market situation declines, the current market oilseed price is about 65 yuan, the selection price is about
68 yuan.
Merchants are actively selling, and it is expected that there is still room
for decline in the future market.
68 yuan.
Merchants are actively selling, and it is expected that there is still room
for decline in the future market.
5.
Comprehensive analysis
Comprehensive analysis
1.
The procurement cost pressure of aster mint and other varieties is greater The raw material pressure test shows that the current raw materials of cough suppressant tablets mainly come from aster, citrus husk, mint, etc.
from the perspective of supply pressure; From the perspective of quality pressure, it mainly comes from Qianhu, mint and so on
.
The procurement cost pressure of aster mint and other varieties is greater The raw material pressure test shows that the current raw materials of cough suppressant tablets mainly come from aster, citrus husk, mint, etc.
from the perspective of supply pressure; From the perspective of quality pressure, it mainly comes from Qianhu, mint and so on
.
2.
The scale of hundreds of household species is not large, and the import volume is not easy to control First of all, the growth period of wild 100 parts is at least 4-5 years, the growth cycle is long, and the wild resources are gradually decreasing due to continuous development, and the difficulty of mining increases
.
Secondly, in recent years, due to the sharp rise in the prices of other Chinese medicinal materials such as Huangjing and Poria in the production areas, most medicinal farmers in the production areas have given up the 100 parts with low mining efficiency, which is also one of the reasons why the output of
100 units has not been high in recent years.
Third, the technology of hundreds of home seeds has long been breakthrough, but the main reason for the inability to carry out large-scale home seeds is the cost problem, only by raising the price of hundreds of units to a higher level can we solve the problem of insufficient power and chaos of base sources, and also stabilize the supply and quality of goods from the source, so as to benefit many parties and form a virtuous circle
.
Finally, affected by the epidemic in the past two years, the arrival of goods at the port has been unstable, resulting in a small overall cargo volume and a steady increase
in the market.
The scale of hundreds of household species is not large, and the import volume is not easy to control First of all, the growth period of wild 100 parts is at least 4-5 years, the growth cycle is long, and the wild resources are gradually decreasing due to continuous development, and the difficulty of mining increases
.
Secondly, in recent years, due to the sharp rise in the prices of other Chinese medicinal materials such as Huangjing and Poria in the production areas, most medicinal farmers in the production areas have given up the 100 parts with low mining efficiency, which is also one of the reasons why the output of
100 units has not been high in recent years.
Third, the technology of hundreds of home seeds has long been breakthrough, but the main reason for the inability to carry out large-scale home seeds is the cost problem, only by raising the price of hundreds of units to a higher level can we solve the problem of insufficient power and chaos of base sources, and also stabilize the supply and quality of goods from the source, so as to benefit many parties and form a virtuous circle
.
Finally, affected by the epidemic in the past two years, the arrival of goods at the port has been unstable, resulting in a small overall cargo volume and a steady increase
in the market.
The market for most of the raw materials of Teyi Pharmaceutical's core product cough suppressant tablets has risen, resulting in greater cost pressure on the company and a decrease
in net profit compared with last year.
in net profit compared with last year.
