Three seven price innovation high dry dry become the main driver

In early April, Chengdu Traditional Chinese medicine price index closed at 116.33, up 4.46% month on month, down 6.91% year on year The prices of Radix Isatidis, angelica, safflower and forsythia rose by different ranges on a month on month basis, among which, the price of Radix Isatidis reached a new record, which is unique In addition, the prices of Ligusticum chuanxiong, dangshen and Pseudostellaria all declined month on month According to the monitoring data of the information monitoring and early warning platform of the traditional Chinese medicine industry of the price of Panax notoginseng (80 heads) has reached 580-600 yuan / kg, while the highest price of the former Panax notoginseng (80 heads) is 550 yuan / kg Three consecutive years of drought have resulted in a shortage of supply for 37 In 2011, the output of Wenshan Sanqi was 4.7 million kg, the demand was 7 million kg, and the gap was over 2 million kg At present, from the perspective of origin, the supply of goods in March 7th is still moving fast, and the inventory is declining rapidly; from the perspective of market, the supply moving speed has become more and more stable since mid March 2012, and the price of March 7th has become stable after a new high in mid March Considering that Sanqi needs a three-year growth cycle, and the output of Sanqi is difficult to increase significantly before the new season of 2012, it is unlikely that the price of Sanqi will drop significantly The main varieties of Chinese patent medicines with Panax notoginseng as raw materials: Baiyao products (Yunnan Baiyao (000538)), Xueshuantong powder injection (Zhongheng group (600252)), Xuesaitong for injection (Kunming Pharmaceutical (600422)), etc at present, the price increase of Panax notoginseng has little effect on it, but it needs to be paid close attention to Affected by the drought in Yunnan Province, the price of Safflower in Yunnan Province is also higher The overall price of Safflower in early April 2012 was 85 yuan / kg, up 6.25% month on month However, the pharmaceutical companies prefer Xinjiang safflower, and the actual market of Yunnan safflower is generally digested.