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Jinyao Darentang Group Co.
, Ltd.
(Jinyao Darentang, 600329) disclosed the third quarter report of 2022 on October 31, 2022, that the company's total operating income in the first three quarters of 2022 was 5.
563 billion yuan, a year-on-year increase of 3.
94%; The net profit attributable to the parent was 729 million yuan, a year-on-year increase of 10.
20%.
, Ltd.
(Jinyao Darentang, 600329) disclosed the third quarter report of 2022 on October 31, 2022, that the company's total operating income in the first three quarters of 2022 was 5.
563 billion yuan, a year-on-year increase of 3.
94%; The net profit attributable to the parent was 729 million yuan, a year-on-year increase of 10.
20%.
Figure 1: Tsuyao Darentang's 2016-2022 core sales data
First, the sales of quick-acting heart-saving pills exceeded 1.
3 billion
3 billion
Quick-acting heart-saving pills are the core varieties of Jinyao Darentang, and are also protected varieties of national traditional Chinese medicine, essential Chinese proprietary medicines for emergency departments in national traditional Chinese medicine hospitals, and selected into the national essential drugs list and national medical insurance directory
.
In 2021, the cumulative sales revenue of quick-acting heart-saving pills for the whole year was 1.
3 billion yuan, a year-on-year increase of 9.
47%.
.
In 2021, the cumulative sales revenue of quick-acting heart-saving pills for the whole year was 1.
3 billion yuan, a year-on-year increase of 9.
47%.
Jinyao Darentang revealed in the financial report that in the urban public, urban community, county-level public, and township health ends, the market share of quick-acting heart-saving pills ranked seventh, and the market share increased from 2.
43% in 2016 to 3.
21% in 2021; On the urban physical pharmacy side, the market share of quick-acting heart-saving pills ranked second, increasing from 6.
28% in 2016 to 7.
24%
in 2021.
43% in 2016 to 3.
21% in 2021; On the urban physical pharmacy side, the market share of quick-acting heart-saving pills ranked second, increasing from 6.
28% in 2016 to 7.
24%
in 2021.
In this issue, the big data platform of TCM industry of Tiandi Yuntu makes a brief analysis
of the cost pressure of traditional Chinese medicine raw materials of enterprises from the perspective of raw materials involved in quick-acting heart-saving pills.
of the cost pressure of traditional Chinese medicine raw materials of enterprises from the perspective of raw materials involved in quick-acting heart-saving pills.
Second, the composition of the effect of quick-acting heart-saving pills
Quick-acting heart-saving pills are a national secret variety, including Chuanxiong and ice chips
.
Chuanxiong has a fishy taste and warm nature, has the effect of opening qi, activating blood and relieving pain, and is one of
the most commonly used traditional Chinese medicines for activating blood and removing stasis.
.
Chuanxiong has a fishy taste and warm nature, has the effect of opening qi, activating blood and relieving pain, and is one of
the most commonly used traditional Chinese medicines for activating blood and removing stasis.
Quick-acting heart-saving pills are long-term drugs for the treatment of coronary heart disease and angina pectoris, which have the effect of aromatic warming and blood circulation, can increase coronary blood flow, relieve angina pectoris, and are suitable for chest tightness, breath holding, precordial pain caused by coronary heart disease
.
.
Table 1: Chuanxiong and ice chips rise and fall
Third, the market of Chuanxiong soared
Figure 2: Chuanxiong market price chart from 2017 to 2022
In mid-April 2021, the price of Chuanxiong was 24 yuan (kg price, the same below), and then due to the decrease in the output of new orders in May, the market continued to rise to 35 yuan, which lasted until October of that year, although there were shocks during the period, but the magnitude was not large
.
With the reduction of Chuanxiong inventory, coupled with the influence of the weather in the production area, under the operation of large households, the popularity has risen sharply, and the price
has skyrocketed from 30 yuan to 45 yuan in just one month.
.
With the reduction of Chuanxiong inventory, coupled with the influence of the weather in the production area, under the operation of large households, the popularity has risen sharply, and the price
has skyrocketed from 30 yuan to 45 yuan in just one month.
In 2022, Chuanxiong will produce new, the output will increase, the market will decline, and the price will once fall to around
30 yuan.
Later, due to the reduction of the production of lingling seeds, the increase in attention to merchants, coupled with the attention of external funds, the price rose to 38 yuan
.
30 yuan.
Later, due to the reduction of the production of lingling seeds, the increase in attention to merchants, coupled with the attention of external funds, the price rose to 38 yuan
.
3.
1 The dosage has increased significantly
1 The dosage has increased significantly
Chuanxiong as a commonly used bulk variety, in addition to the demand for clinical pieces, is also the main raw material of a variety of proprietary Chinese medicines, according to the Tiandi Yuntu Chinese medicine industry big data platform estimates, around 2011, the demand for Chuanxiong is between 9,000-10,000 tons, and then slightly increased year by year; In 2021, the consumption of Chuanxiong is about 15,200 tons, a significant increase over 2011, but due to the rapid price increase, the overall consumption is slightly lower
than in 2020.
than in 2020.
3.
2 Production increase in 2022
2 Production increase in 2022
The peak output of Chuanxiong was more than 21,000 tons (2012), and the output was less than 7,000 tons (2016)
at the trough.
According to statistics from the big data platform of Tiandi Yuntu Chinese medicine industry, the national output of Chuanxiong in 2020 will be about 16,120 tons, and there is a certain gap between
supply and demand.
In 2021, Chuanxiong's national production decreased, with an output of 11,500 tons, and a gap caused prices to reach a record high
.
In 2022, the area will increase by 20%, the mu yield will increase by 20%, and the output will be 17,000 tons, plus the inventory can basically guarantee the supply
.
at the trough.
According to statistics from the big data platform of Tiandi Yuntu Chinese medicine industry, the national output of Chuanxiong in 2020 will be about 16,120 tons, and there is a certain gap between
supply and demand.
In 2021, Chuanxiong's national production decreased, with an output of 11,500 tons, and a gap caused prices to reach a record high
.
In 2022, the area will increase by 20%, the mu yield will increase by 20%, and the output will be 17,000 tons, plus the inventory can basically guarantee the supply
.
4.
Comprehensive evaluation
Comprehensive evaluation
1.
The price of Chuanxiong seed is high, and the planting cost increases From the perspective of this year's seed production, the overall growth of Damling seed is not good, and the yield is generally reduced, and the price of Lingxiong seed continues to break through the historical high, which also makes the planters who want to expand Chuanxiong have a certain panic, and everyone is rushing to buy Lingxiong, resulting in rising prices, which greatly increases the planting cost
of Chuanxiong.
The price of Chuanxiong seed is high, and the planting cost increases From the perspective of this year's seed production, the overall growth of Damling seed is not good, and the yield is generally reduced, and the price of Lingxiong seed continues to break through the historical high, which also makes the planters who want to expand Chuanxiong have a certain panic, and everyone is rushing to buy Lingxiong, resulting in rising prices, which greatly increases the planting cost
of Chuanxiong.
2.
The distribution of core proprietary Chinese medicine products has become a trend of stars and moons In the field of pharmaceutical manufacturing, Jinyao Darentang has formed a group of traditional Chinese medicine manufacturers with Longshun Rong, Darentang, Lerentang, Liuyin, Jingwanhong and other proprietary Chinese medicine manufacturers as the core, herbal medicine companies and Chinese medicine pieces factories as the supporting Chinese medicine manufacturers, well-known products include quick-acting heart-saving pills, Jingwanhong ointment, paralysis capsules, purple dragon gold tablets, lung clearing anti-inflammatory pills, Huoxiang Zhengqi soft capsules, Tongmai Yangxin Pills, Shu Brain Xin Pills, Gastrointestinal Pills, Clear Throat Pills, Angong Beef Yellow Pills, Seahorse Kidney Pills, etc
.
Among them, the sales of Darentang quick-acting heart-saving pills have exceeded 1 billion yuan; Tongmai Yangxin Pill, Gastrointestinal Pill, Lung Clearing Anti-inflammatory Pill, Angong Ox Yellow Pill and Jingwanhong Ointment are all above 100 million yuan; Sales of Purple Dragon Gold Tablets, Clear Throat Pills and Cleansing Tablets are expected to cross the 100 million yuan mark
.
The distribution of core proprietary Chinese medicine products has become a trend of stars and moons In the field of pharmaceutical manufacturing, Jinyao Darentang has formed a group of traditional Chinese medicine manufacturers with Longshun Rong, Darentang, Lerentang, Liuyin, Jingwanhong and other proprietary Chinese medicine manufacturers as the core, herbal medicine companies and Chinese medicine pieces factories as the supporting Chinese medicine manufacturers, well-known products include quick-acting heart-saving pills, Jingwanhong ointment, paralysis capsules, purple dragon gold tablets, lung clearing anti-inflammatory pills, Huoxiang Zhengqi soft capsules, Tongmai Yangxin Pills, Shu Brain Xin Pills, Gastrointestinal Pills, Clear Throat Pills, Angong Beef Yellow Pills, Seahorse Kidney Pills, etc
.
Among them, the sales of Darentang quick-acting heart-saving pills have exceeded 1 billion yuan; Tongmai Yangxin Pill, Gastrointestinal Pill, Lung Clearing Anti-inflammatory Pill, Angong Ox Yellow Pill and Jingwanhong Ointment are all above 100 million yuan; Sales of Purple Dragon Gold Tablets, Clear Throat Pills and Cleansing Tablets are expected to cross the 100 million yuan mark
.
Therefore, Jinyao Darentang has room for future growth, but the raw materials used in many of the company's leading products involve wild or expensive Chinese medicines, and how to control the price fluctuations of core Chinese medicine raw materials is an urgent point
for enterprises to pay attention to.
for enterprises to pay attention to.
