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The semi-annual report of Zhejiang Zuoli Pharmaceutical Co.
, Ltd.
(Zuoli Pharmaceutical, 300181) in 2022 shows that the company's main revenue is 895 million yuan, a year-on-year increase of 28.
28%; The net profit attributable to the parent was 135 million yuan, a year-on-year increase of 55.
83%.
, Ltd.
(Zuoli Pharmaceutical, 300181) in 2022 shows that the company's main revenue is 895 million yuan, a year-on-year increase of 28.
28%; The net profit attributable to the parent was 135 million yuan, a year-on-year increase of 55.
83%.
Chart: Zuoli Pharmaceutical's core operating data from 2016 to 2021
First, Wuling series and Bailing tablets are the main products
Zuoli Pharmaceutical Co.
, Ltd.
is based on the biological fermentation technology of medicinal fungi to produce modern biological traditional Chinese medicine products, and is currently mainly engaged in the research and development, production and sales
of medicinal fungus Wuling series and Bailing tablet products, Chinese medicine pieces and Chinese medicine formula granules.
The main products include Wuling series, Bailing tablets, Chinese medicine pieces, Chinese medicine formula granules and other products
.
Among them, Wuling series products are a series of products developed around "Wuling fungus powder", a new class of national traditional Chinese medicine, including Wuling capsules, Lingze tablets, and Lingling lotus granules
.
, Ltd.
is based on the biological fermentation technology of medicinal fungi to produce modern biological traditional Chinese medicine products, and is currently mainly engaged in the research and development, production and sales
of medicinal fungus Wuling series and Bailing tablet products, Chinese medicine pieces and Chinese medicine formula granules.
The main products include Wuling series, Bailing tablets, Chinese medicine pieces, Chinese medicine formula granules and other products
.
Among them, Wuling series products are a series of products developed around "Wuling fungus powder", a new class of national traditional Chinese medicine, including Wuling capsules, Lingze tablets, and Lingling lotus granules
.
Wuling capsules have a good calming effect, improve sleep, and can also relieve negative emotions such as anxiety and relieve fatigue
.
Linglian granules have independent intellectual property rights and have obtained the national second-class "Chinese Medicine Protected Varieties" certificate, which can comprehensively improve women's menopausal symptoms and better pay attention to menopausal women's mood and sleep
.
.
Linglian granules have independent intellectual property rights and have obtained the national second-class "Chinese Medicine Protected Varieties" certificate, which can comprehensively improve women's menopausal symptoms and better pay attention to menopausal women's mood and sleep
.
The company's 2021 annual report shows that in 2021, the operating income of Zuoli Pharmaceutical is about 1.
4573 billion yuan, and according to the product classification, the revenue of Wuling series accounts for 58.
34%, about 850.
2 million yuan
.
4573 billion yuan, and according to the product classification, the revenue of Wuling series accounts for 58.
34%, about 850.
2 million yuan
.
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 Linglian granules.
of the cost pressure of traditional Chinese medicine raw materials of enterprises from the perspective of raw materials involved in Linglian granules.
Second, the core components of serum brain granules
Table 1: Core components of Linglian granules
The drug has the ability to nourish the yin and calm the nerves, traffic the heart and kidneys
.
It is used for perimenopausal syndrome and traditional Chinese medicine differentiation of heart and kidney non-communication, symptoms such as hot sweating, insomnia, restlessness, palpitations, dreaminess, dizziness and tinnitus, soreness in the waist and legs, dry stool, thin tongue and thin pulse
.
.
It is used for perimenopausal syndrome and traditional Chinese medicine differentiation of heart and kidney non-communication, symptoms such as hot sweating, insomnia, restlessness, palpitations, dreaminess, dizziness and tinnitus, soreness in the waist and legs, dry stool, thin tongue and thin pulse
.
Third, the rise and fall of the Spirit Lotus granules
Table 2: Lotus granules rise and fall table (yuan/kg)
From January 2021 to October 2022, the price of 5 raw material varieties increased, accounting for 71%, and the price of 2 raw materials decreased, accounting for 29%.
Fourth, the market of Linglian granule raw materials
Gardenia, Jiangxi and other production areas have entered new production, and the market has risen, which has strengthened the management willingness of farmers, coupled with the large planting area, businesses are bearish on the future market
.
At present, the market is running sluggishly, Jiangxi good unified goods 15-16 yuan (kg price, the same below), color selection goods about 20 yuan; The price of Fujian color selection is between 16-18 yuan, and the unified goods market is 13-14 yuan
.
.
At present, the market is running sluggishly, Jiangxi good unified goods 15-16 yuan (kg price, the same below), color selection goods about 20 yuan; The price of Fujian color selection is between 16-18 yuan, and the unified goods market is 13-14 yuan
.
Female privet, Shandong, Henan and other real estate new continues, because the price has been not high, farmers are generally
enthusiastic about harvesting.
However, the variety is widely distributed throughout the country, the new goods after the production of new products hit the market, the overall movement is not fast, the price is weak, the market is generally chicken waist unified goods price between 3-4 yuan, in the short term the market will not change
much.
enthusiastic about harvesting.
However, the variety is widely distributed throughout the country, the new goods after the production of new products hit the market, the overall movement is not fast, the price is weak, the market is generally chicken waist unified goods price between 3-4 yuan, in the short term the market will not change
much.
Ink lotus, new production continues, the early new goods hit the market caused the price to decline, the recent market stabilized, but the movement is still slow, the price is sluggish, the current according to the quality difference, the market price between 5-7 yuan, short-term benefit is limited
.
.
Lily, at present, Hunan and other real estate new basically ended, this year's new goods output is not large, the recent market is steadily rising, the market has new goods coming in, the source of goods is moving smoothly
.
At present, the price of lily sulfur-free unified goods in the market is 36-40 yuan, the selection price is 55 yuan, and the price of pharmaceutical factory feeding is 25 yuan.
.
At present, the price of lily sulfur-free unified goods in the market is 36-40 yuan, the selection price is 55 yuan, and the price of pharmaceutical factory feeding is 25 yuan.
Roses, small batch of goods moving smoothly, the early market has risen, and then the source of goods into the actual sales stage, the price has stabilized, the current market rose Shandong goods between 58-60 yuan, Gansu small rose price of about
60 yuan.
60 yuan.
Motherwort, the supply is still in volume, because the price has been in a downturn this year, there are not many merchants who come to look for goods, the source of goods is not good, but the price tends to be stable, and the market transaction price is about
4 yuan.
4 yuan.
Yuanzhi, moving around normally recently, the price remains stable, the current market core extraction in 80%-90% of the goods price ranges from 90-100 yuan, core extraction in 95% of the goods price is between 105-110 yuan; The price of Yuanzhi sticks is very different, and the asking price ranges from
20-40 yuan.
20-40 yuan.
5.
Comprehensive reviews
Comprehensive reviews
1.
The procurement cost pressure of varieties such as Lotus is greater The pressure test of raw materials shows that the current raw materials of Linglian granules mainly come from lilies, black lotuses, etc.
from the perspective of supply pressure; From the perspective of quality pressure, it mainly comes from lilies, Yuanzhi, etc
.
The procurement cost pressure of varieties such as Lotus is greater The pressure test of raw materials shows that the current raw materials of Linglian granules mainly come from lilies, black lotuses, etc.
from the perspective of supply pressure; From the perspective of quality pressure, it mainly comes from lilies, Yuanzhi, etc
.
2.
Large-scale production of Wuling mushroom powder Wuling ginseng was originally an extremely rare wild fungus algae herb, also known as "Lei Zhenzi", Zuoli Pharmaceutical has realized the large-scale production of Wuling fungus powder through modern biological fermentation technology, with stable quality and controllable cost, breaking the resource bottleneck of wild Wuling ginseng manual collection, and also making the procurement cost of Wuling mushroom powder not affected by market price fluctuations
。 Zuoye Pharmaceutical has 200 tons of Wuling mushroom powder and 400 tons of Wuling mushroom powder production lines, which can meet the production and sales
of nearly 2 billion yuan of Wuling series products.
Large-scale production of Wuling mushroom powder Wuling ginseng was originally an extremely rare wild fungus algae herb, also known as "Lei Zhenzi", Zuoli Pharmaceutical has realized the large-scale production of Wuling fungus powder through modern biological fermentation technology, with stable quality and controllable cost, breaking the resource bottleneck of wild Wuling ginseng manual collection, and also making the procurement cost of Wuling mushroom powder not affected by market price fluctuations
。 Zuoye Pharmaceutical has 200 tons of Wuling mushroom powder and 400 tons of Wuling mushroom powder production lines, which can meet the production and sales
of nearly 2 billion yuan of Wuling series products.
From the perspective of the market performance of Zuoli Pharmaceutical, the core breakthrough point of the traditional Chinese medicine industry lies in technological innovation
.
This innovation includes both product innovation; It also includes the innovation of production raw materials and processing technology, so as to raise the competition threshold and technical barriers, and ensure the long-term benefits of enterprises, which is worth learning
.
.
This innovation includes both product innovation; It also includes the innovation of production raw materials and processing technology, so as to raise the competition threshold and technical barriers, and ensure the long-term benefits of enterprises, which is worth learning
.
