Materials and drugs are facing severe tests. I look forward to seizing the opportunity of generic drug markets
Release time: 2010-07-07 & nbsp & nbsp & nbsp Source:
Cost rose, trade frictions intensify, exports face multiple pressures
Materials: Looking forward to seizing the opportunity of the generic drug market
For a later person in a global industry，Low -end enter、scale effect、The cost advantage is its rapidly rising "weapon"。But，With the changes in global economic climate，"The weapon" sharply reduced，Need to review the market、Self -positioning。China Materials and Pharmaceutical Industry, which has developed rapidly in more than 20 years，Now I stand in such a position，Materials and drug companies whether they are passive or active，Today must face the general trend of change and adjustment。
severe test
The information published by the China Medical and Health Products Import and Export Chamber of Commerce shows that it was impacted by the international financial crisis last year，Global trade plunge 22 %。but，The pharmaceutical industry shows a strong development vitality，2009 global pharmaceutical market sales reached 837 billion US dollars，Realized 7%positive growth。Where，The growth rate of the emerging pharmaceutical market is 10%to 16%，The pharmaceutical market of developed countries increases 5%。China Medical and Health Products Import and Export Trade also reached 53.2 billion US dollars in 2009，increased by 10%year -on -year。In the first quarter of this year，The fundamentals of my country's pharmaceutical industry continue to maintain good，Completed the industrial added value of 3526.3 billion yuan，increased by 14.5%year -on -year。
But in fact，After these prosperous data，The severe situation is looming。Xu Ming, director of the General Department of the Import and Export Chamber of Commerce of China Medical and Health Products, said，At present, Chinese companies are facing raw materials、Power、The huge pressure of rising prices such as fuel，Raw materials in the first quarter、Power、fuel purchase price rose 9.9%，Human costs rose 8.9%。At the same time，From January to March, CPI rose 2.2%，rose 2.8%in April，This indicates，Under the influence of inflation in the first quarter，Corporate profits have shrunk sharply，Add RMB appreciation、Negative factors such as international trade friction，More increasing the uncertainty of the pharmaceutical market，The pharmaceutical industry is facing heavy pressure。
First, the loss of losses in the pharmaceutical industry is expanding。Statistics in the first My stake betting appstake sports betting appquarter，Chemical drugs、Chemical preparations、Chinese Medicine、The loss of the loss of sanitary materials and pharmaceutical supplies companies has increased。Where，The losing side of the raw and drug enterprise increased by 18.6%，Chemical preparation enterprises have increased by 23.9%，China Academy of Pharmaceuticals increased by 24.4%，Sanitary materials and pharmaceutical supplies companies increased by 15.23%。The loss of losses with chemical preparations and proprietary Chinese patent agent preparations is more prominent。This indicates，Significantly rising raw materials，In the case of increasing labor cost and unchanged drug prices，The operation of a preparation enterprise is encountering huge pressure。
Second, the price of Chinese medicinal materials is soaring，Traveling money is serious。According to preliminary statistics，More than 400 of more than 400 commonly used Chinese medicinal materials in my country have risen to varying degrees。Some resource medicinal materials，Ru Sanqi、Gastrodia, etc.，The price has risen multiple times。Although this is related to the drought related to the first half of the year of the Southwest region，But the factors of travel speculation have a great impact on market price。It is expected that the price of traditional Chinese medicinal materials will continue this year。
Third, the pressure of RMB appreciation is increasing。According to the rough statistics of the Medical Protection Chamber of Commerce，At the 107th Canton Fair recently，Due to the concerns of the company and merchants about the fluctuation of the RMB exchange rate，Generally dare not sign long orders、Current，The number of short orders within 3 months exceeds 50%，And the basis for placing an order is basically old customers。Current，The exchange rate of the RMB to the euro has entered the "8th era"，The appreciation of the RMB, especially for the export of enterprises settled by the euro, caused tremendous pressure。
Fourth, the international trade friction is significantly intensified。It turned out that trade frictions such as anti -dumping of our country mainly occurred in developed countries，Now for example, South Africa、Russia、Brazil and other countries have also begun to have trade friction。This indicates，The global financial crisis leads to the economic downturn in developed countries，It also affects developing countries。
Five is the strengthening of international supervision。It is understood，The European Medicine Quality Administration accepted the CEP application from India and China last year to account for 60%of the total application.，They reviewed a total of 29 companies，16 of which are Chinese companies。The unqualified rate of Chinese enterprises reaches 34%，The trend of rising year by year，2007 ~ 2009, the declaration enterprise that did not meet the requirements increased from 18%to 34%。The European Medicine Quality Administration has regarded China as a key monitoring object。The FDA office in China also said，The United States has strengthened the supervision of China exports to US drugs。This will undoubtedly make it more difficult for Chinese drugs to enter the international high -end market。
Six is a large number of foreign capital，A multi -party game of domestic and foreign enterprises in many fields such as circulation and research and development。to 2012，With the expiration of stake sports betting appa large number of original stake betting appdrug research drugs，The R & D capacity of multinational pharmaceutical companies decreases，Add global economic downturn，Pharmaceutical expenditure level decline，Imitation drugs will become the focus of the global pharmaceutical industry。
Stable and worrying
At the 10th World Pharmaceutical ingredients China Exhibition held in Shanghai in early June，Our reporter visited a number of companies，It is found that each enterprise is due to different business sectors，Operations can be described as happy and happy。
Dongrui Pharmaceutical (Holdings) Co., Ltd. is a development of cephalosporin antibiotics and system specialty drugs、Manufacturing and sales companies，Its cephalosporin antibiotic products include intermediate、Materials and powder pins。The company's sales director Bo Hui said，Cephalosporin varieties are not affected by the situation，Because Chinese companies have formed a scale advantage in this field。The company has some old customers who have cooperated for many years，The relationship is relatively stable。and the impact of changes in the RMB exchange rate on each company is the same。Shanxi Weichida Pharmaceutical Co., Ltd. mainly produces 7-ACA、Cephalosporin、Potassium Claviate、Cepauster preparation, etc.，Its sales director Liu Tong also said，Rise price of raw materials、The impact of the appreciation of the RMB on the enterprise is not obvious，The current cooperation is basically old customers。
Chief researcher of Health Network Wu Huifang uses "rationality、Mature "to evaluate the market performance of current fermented pharmaceutical intermediates and raw materials。2008，Affected by multiple factors，The price of domestic fermentation products began to rise，It is mainly due to production restrictions and channel stocking。Since then，Due to blind market expectations and a lot of stocks，As a result, international order decrease in early 2009，It did not recover until the last quarter of 2009。Wu Huifang said，After this round of baptism，Although the market is facing many uncertain factors，But both buyers and manufacturers are calm a lot，The current market price is relatively smooth。
And the exit of Chinese medicine products and chemical synthetic substances is facing challenges。The person in charge of the import and export company of Shanghai pharmaceutical and health products told reporters，Due to the influence of the speculation and natural disasters of the capital，The price of many Chinese medicinal materials has increased multiple times，Add RMB appreciation，Many export products can no longer go out，For example, garlic oil。This is for many companies that export Chinese medicinal materials extraction，A lot of influence。
At the Chinese Exhibition of Pharmaceuticals，The relationship between China and India has also become the focus of attention in the industry。According to reporters,，Due to the deterioration of the market environment，At present, the concerns of domestic raw and drug companies to Indian competitors are increasing。Corporate response，With the appreciation of the renminbi and the rise in production costs，The competitiveness of some superior varieties in our country in the international market is weakening，Some markets are even taken away by Indian companies horizontally，The market structure is Stake Sports Bettingquietly changing。Long My stake betting app-term，This change will continue to affect my country's entire industry。
Director of the Western Medicine Department of the Medical and Protection Chamber of Commerce Tan Shengcai said，Long -term，my country's total amount of pharmaceutical products exported to India maintains a growth trend，The price continues to rise，The total amount also has a large increase。Although India's demand for my country's raw medicine is long -term，my country ’s exports of exports to India still maintain growth，But India is also the main competitor of my country's raw medicine in the international market，The competition between the two countries is also for a long time: both countries are the production and exporting powers in the two countries，The export market is concentrated in Europe、Mei、Japan and other developed countries market，There are more overlapping export varieties。
Researcher Yuan Songlin, a researcher at the Shanghai Medical Industry Research Institute, believes，A competitive relationship formed by China and India is the result of multiple factors。Due to climatic reasons，my country has unique advantages in the field of fermentation products，How to change the market environment，This essence will not change。In the field of chemical synthesis， my country does not have a unique advantage.
The next opportunity
my country's raw material industry needs to face the dilemma，But the international market is not all challenges，The prosperity of the generic drug market is becoming the next opportunity of our country。
2009，The global pharmaceutical market has exceeded 800 billion US dollars，Global drug trade value reaches more than 300 billion US dollars。Chinese Customs Statistics also display，In the first quarter of this year，The total import and export of pharmaceutical foreign trade in my country reached 13.2 billion US dollars，increased by 28%year -on -year，Among them, the export value is US $ 8.82 billion，increased by 30.4%year -on -year，Import value 4.36 billion US dollars，increased by 23.7%year -on -year，The export value is higher than the import value 4.4 billion US dollars，The increase in trade surplus is 37.6%。Basic data of pharmaceutical foreign trade is better than the overall level of foreign trade。
According to IMS prediction of IMS internationally renowned pharmaceutical research institutions，China's pharmaceutical market will rise rapidly in the future，Become a global eye -catching emerging market。IMS Consulting Manager Shi Simin said，From 2011 ~ 2015，Patent drug patents with a sales of $ 77 billion will be expired。At the same time，The generic drug market is developing rapidly。2009，The amount of generic drug prescription increased by 5.9%，The prescription amount of the brand prescription drug in the same period has fallen by 7.6%。In the United States，The prescription volume of generic drugs has accounted for 75%of the total number of prescriptions，and only 57%in 2004。Currently in the growth of the global pharmaceutical market，The contribution rate of developed countries is decreasing，The contribution rate of emerging markets reached 30%。
IMS prediction，2009 ~ 2013，Among the top 20 companies in the global pharmaceutical market, 35%of the business will be challenged by generic drugs，More than 50%of the products of global drug sales will be affected by generic drugs，Imitation stake online sports bettingdrugs will get more development space。
stake betting appShi Simin also pointed out，Rising due to R & D costs，A decrease in the listing of new compounds and new preparations，It brought an unprecedented crisis to the pharmaceutical research and development industry。huge R & D risk、High investment and long R & D time make pharmaceutical companies hold a conservative attitude towards new drug research and development。Investigation discovery，45%of the compounds were abandoned because of poor final efficacy，Another 24%of new products have no significant difference compared with the existing treatment。This undoubtedly also provides convenience for the market travel of generic drugs。
Reporters at the Chinese Exhibition of Pharmaceuticals，Zhejiang Jingxin Pharmaceutical Co., Ltd. also brought preparation products to participate。Chen Shaobi, deputy general manager of its pharmaceutical manufacturing company，Since last year, they have asked the preparation to exhibit with the raw medicine，And there are still many customers who are interested in preparations。Facts，Chinese raw materials companies have signs diversified development in the past few years，A group of companies that are mainly based on contract customization and commission processing have emerged。These companies have gradually got rid of the identity of the low -end manufacturing，Passed the relevant international certification，Become part of the production chain of multinational enterprises。And as multinational pharmaceutical companies transfer more production business to China，and rely on the advantages of Chinese raw materials，Chinese Pharmaceuticals may be divided into a cake in the prosperity of the world's generic drugs。
Talking about Holy Cai's expression，In the development of the raw and drug industry，Chinese companies should learn the successful experience of Indian companies，Gradually go to high -end、Boutique route，Delicate drives the development of raw medicines。More important point is，Chinese enterprises should pay attention to choosing complementary varieties in the development of China -India -Indian raw materials and drug trade，Avoid the competition of downstream products，Taking its own advantages as a breakthrough oral high -end development。
Materials: Looking forward to seizing the opportunity of the generic drug market
For a later person in a global industry，Low -end enter、scale effect、The cost advantage is its rapidly rising "weapon"。But，With the changes in global economic climate，"The weapon" sharply reduced，Need to review the market、Self -positioning。China Materials and Pharmaceutical Industry, which has developed rapidly in more than 20 years，Now I stand in such a position，Materials and drug companies whether they are passive or active，Today must face the general trend of change and adjustment。
severe test
The information published by the China Medical and Health Products Import and Export Chamber of Commerce shows that it was impacted by the international financial crisis last year，Global trade plunge 22 %。but，The pharmaceutical industry shows a strong development vitality，2009 global pharmaceutical market sales reached 837 billion US dollars，Realized 7%positive growth。Where，The growth rate of the emerging pharmaceutical market is 10%to 16%，The pharmaceutical market of developed countries increases 5%。China Medical and Health Products Import and Export Trade also reached 53.2 billion US dollars in 2009，increased by 10%year -on -year。In the first quarter of this year，The fundamentals of my country's pharmaceutical industry continue to maintain good，Completed the industrial added value of 3526.3 billion yuan，increased by 14.5%year -on -year。
But in fact，After these prosperous data，The severe situation is looming。Xu Ming, director of the General Department of the Import and Export Chamber of Commerce of China Medical and Health Products, said，At present, Chinese companies are facing raw materials、Power、The huge pressure of rising prices such as fuel，Raw materials in the first quarter、Power、fuel purchase price rose 9.9%，Human costs rose 8.9%。At the same time，From January to March, CPI rose 2.2%，rose 2.8%in April，This indicates，Under the influence of inflation in the first quarter，Corporate profits have shrunk sharply，Add RMB appreciation、Negative factors such as international trade friction，More increasing the uncertainty of the pharmaceutical market，The pharmaceutical industry is facing heavy pressure。
First, the loss of losses in the pharmaceutical industry is expanding。Statistics in the first My stake betting appstake sports betting appquarter，Chemical drugs、Chemical preparations、Chinese Medicine、The loss of the loss of sanitary materials and pharmaceutical supplies companies has increased。Where，The losing side of the raw and drug enterprise increased by 18.6%，Chemical preparation enterprises have increased by 23.9%，China Academy of Pharmaceuticals increased by 24.4%，Sanitary materials and pharmaceutical supplies companies increased by 15.23%。The loss of losses with chemical preparations and proprietary Chinese patent agent preparations is more prominent。This indicates，Significantly rising raw materials，In the case of increasing labor cost and unchanged drug prices，The operation of a preparation enterprise is encountering huge pressure。
Second, the price of Chinese medicinal materials is soaring，Traveling money is serious。According to preliminary statistics，More than 400 of more than 400 commonly used Chinese medicinal materials in my country have risen to varying degrees。Some resource medicinal materials，Ru Sanqi、Gastrodia, etc.，The price has risen multiple times。Although this is related to the drought related to the first half of the year of the Southwest region，But the factors of travel speculation have a great impact on market price。It is expected that the price of traditional Chinese medicinal materials will continue this year。
Third, the pressure of RMB appreciation is increasing。According to the rough statistics of the Medical Protection Chamber of Commerce，At the 107th Canton Fair recently，Due to the concerns of the company and merchants about the fluctuation of the RMB exchange rate，Generally dare not sign long orders、Current，The number of short orders within 3 months exceeds 50%，And the basis for placing an order is basically old customers。Current，The exchange rate of the RMB to the euro has entered the "8th era"，The appreciation of the RMB, especially for the export of enterprises settled by the euro, caused tremendous pressure。
Fourth, the international trade friction is significantly intensified。It turned out that trade frictions such as anti -dumping of our country mainly occurred in developed countries，Now for example, South Africa、Russia、Brazil and other countries have also begun to have trade friction。This indicates，The global financial crisis leads to the economic downturn in developed countries，It also affects developing countries。
Five is the strengthening of international supervision。It is understood，The European Medicine Quality Administration accepted the CEP application from India and China last year to account for 60%of the total application.，They reviewed a total of 29 companies，16 of which are Chinese companies。The unqualified rate of Chinese enterprises reaches 34%，The trend of rising year by year，2007 ~ 2009, the declaration enterprise that did not meet the requirements increased from 18%to 34%。The European Medicine Quality Administration has regarded China as a key monitoring object。The FDA office in China also said，The United States has strengthened the supervision of China exports to US drugs。This will undoubtedly make it more difficult for Chinese drugs to enter the international high -end market。
Six is a large number of foreign capital，A multi -party game of domestic and foreign enterprises in many fields such as circulation and research and development。to 2012，With the expiration of stake sports betting appa large number of original stake betting appdrug research drugs，The R & D capacity of multinational pharmaceutical companies decreases，Add global economic downturn，Pharmaceutical expenditure level decline，Imitation drugs will become the focus of the global pharmaceutical industry。
Stable and worrying
At the 10th World Pharmaceutical ingredients China Exhibition held in Shanghai in early June，Our reporter visited a number of companies，It is found that each enterprise is due to different business sectors，Operations can be described as happy and happy。
Dongrui Pharmaceutical (Holdings) Co., Ltd. is a development of cephalosporin antibiotics and system specialty drugs、Manufacturing and sales companies，Its cephalosporin antibiotic products include intermediate、Materials and powder pins。The company's sales director Bo Hui said，Cephalosporin varieties are not affected by the situation，Because Chinese companies have formed a scale advantage in this field。The company has some old customers who have cooperated for many years，The relationship is relatively stable。and the impact of changes in the RMB exchange rate on each company is the same。Shanxi Weichida Pharmaceutical Co., Ltd. mainly produces 7-ACA、Cephalosporin、Potassium Claviate、Cepauster preparation, etc.，Its sales director Liu Tong also said，Rise price of raw materials、The impact of the appreciation of the RMB on the enterprise is not obvious，The current cooperation is basically old customers。
Chief researcher of Health Network Wu Huifang uses "rationality、Mature "to evaluate the market performance of current fermented pharmaceutical intermediates and raw materials。2008，Affected by multiple factors，The price of domestic fermentation products began to rise，It is mainly due to production restrictions and channel stocking。Since then，Due to blind market expectations and a lot of stocks，As a result, international order decrease in early 2009，It did not recover until the last quarter of 2009。Wu Huifang said，After this round of baptism，Although the market is facing many uncertain factors，But both buyers and manufacturers are calm a lot，The current market price is relatively smooth。
And the exit of Chinese medicine products and chemical synthetic substances is facing challenges。The person in charge of the import and export company of Shanghai pharmaceutical and health products told reporters，Due to the influence of the speculation and natural disasters of the capital，The price of many Chinese medicinal materials has increased multiple times，Add RMB appreciation，Many export products can no longer go out，For example, garlic oil。This is for many companies that export Chinese medicinal materials extraction，A lot of influence。
At the Chinese Exhibition of Pharmaceuticals，The relationship between China and India has also become the focus of attention in the industry。According to reporters,，Due to the deterioration of the market environment，At present, the concerns of domestic raw and drug companies to Indian competitors are increasing。Corporate response，With the appreciation of the renminbi and the rise in production costs，The competitiveness of some superior varieties in our country in the international market is weakening，Some markets are even taken away by Indian companies horizontally，The market structure is Stake Sports Bettingquietly changing。Long My stake betting app-term，This change will continue to affect my country's entire industry。
Director of the Western Medicine Department of the Medical and Protection Chamber of Commerce Tan Shengcai said，Long -term，my country's total amount of pharmaceutical products exported to India maintains a growth trend，The price continues to rise，The total amount also has a large increase。Although India's demand for my country's raw medicine is long -term，my country ’s exports of exports to India still maintain growth，But India is also the main competitor of my country's raw medicine in the international market，The competition between the two countries is also for a long time: both countries are the production and exporting powers in the two countries，The export market is concentrated in Europe、Mei、Japan and other developed countries market，There are more overlapping export varieties。
Researcher Yuan Songlin, a researcher at the Shanghai Medical Industry Research Institute, believes，A competitive relationship formed by China and India is the result of multiple factors。Due to climatic reasons，my country has unique advantages in the field of fermentation products，How to change the market environment，This essence will not change。In the field of chemical synthesis， my country does not have a unique advantage.
The next opportunity
my country's raw material industry needs to face the dilemma，But the international market is not all challenges，The prosperity of the generic drug market is becoming the next opportunity of our country。
2009，The global pharmaceutical market has exceeded 800 billion US dollars，Global drug trade value reaches more than 300 billion US dollars。Chinese Customs Statistics also display，In the first quarter of this year，The total import and export of pharmaceutical foreign trade in my country reached 13.2 billion US dollars，increased by 28%year -on -year，Among them, the export value is US $ 8.82 billion，increased by 30.4%year -on -year，Import value 4.36 billion US dollars，increased by 23.7%year -on -year，The export value is higher than the import value 4.4 billion US dollars，The increase in trade surplus is 37.6%。Basic data of pharmaceutical foreign trade is better than the overall level of foreign trade。
According to IMS prediction of IMS internationally renowned pharmaceutical research institutions，China's pharmaceutical market will rise rapidly in the future，Become a global eye -catching emerging market。IMS Consulting Manager Shi Simin said，From 2011 ~ 2015，Patent drug patents with a sales of $ 77 billion will be expired。At the same time，The generic drug market is developing rapidly。2009，The amount of generic drug prescription increased by 5.9%，The prescription amount of the brand prescription drug in the same period has fallen by 7.6%。In the United States，The prescription volume of generic drugs has accounted for 75%of the total number of prescriptions，and only 57%in 2004。Currently in the growth of the global pharmaceutical market，The contribution rate of developed countries is decreasing，The contribution rate of emerging markets reached 30%。
IMS prediction，2009 ~ 2013，Among the top 20 companies in the global pharmaceutical market, 35%of the business will be challenged by generic drugs，More than 50%of the products of global drug sales will be affected by generic drugs，Imitation stake online sports bettingdrugs will get more development space。
stake betting appShi Simin also pointed out，Rising due to R & D costs，A decrease in the listing of new compounds and new preparations，It brought an unprecedented crisis to the pharmaceutical research and development industry。huge R & D risk、High investment and long R & D time make pharmaceutical companies hold a conservative attitude towards new drug research and development。Investigation discovery，45%of the compounds were abandoned because of poor final efficacy，Another 24%of new products have no significant difference compared with the existing treatment。This undoubtedly also provides convenience for the market travel of generic drugs。
Reporters at the Chinese Exhibition of Pharmaceuticals，Zhejiang Jingxin Pharmaceutical Co., Ltd. also brought preparation products to participate。Chen Shaobi, deputy general manager of its pharmaceutical manufacturing company，Since last year, they have asked the preparation to exhibit with the raw medicine，And there are still many customers who are interested in preparations。Facts，Chinese raw materials companies have signs diversified development in the past few years，A group of companies that are mainly based on contract customization and commission processing have emerged。These companies have gradually got rid of the identity of the low -end manufacturing，Passed the relevant international certification，Become part of the production chain of multinational enterprises。And as multinational pharmaceutical companies transfer more production business to China，and rely on the advantages of Chinese raw materials，Chinese Pharmaceuticals may be divided into a cake in the prosperity of the world's generic drugs。
Talking about Holy Cai's expression，In the development of the raw and drug industry，Chinese companies should learn the successful experience of Indian companies，Gradually go to high -end、Boutique route，Delicate drives the development of raw medicines。More important point is，Chinese enterprises should pay attention to choosing complementary varieties in the development of China -India -Indian raw materials and drug trade，Avoid the competition of downstream products，Taking its own advantages as a breakthrough oral high -end development。
