Pharmaceuticals: New environmental protection policies to promote the ray and pharmaceutical industry will accelerate the reshuffle
Release time: 2012-01-09 & nbsp & nbsp & nbsp Source:
Event:
The Ministry of Environmental Protection recently issued the "Notice on the Supervisory Environmental Violation Cases of the Environmental Protection of the Ministry of Environmental Protection in 2011"，Among the 15 companies named by the Ministry of Environmental Protection,，10 are pharmaceutical -related enterprises，Among them, 2 listed companies: Yongan Pharmaceutical and Hemantang Pharmaceutical。
Main point of view:
New environmental protection policies increase the risk of operating raw and drug companies
The so -called listing supervisory office，It is a warning and reminder for environmental illegal enterprises。Enterprise by the supervisor，The production and operation during the period can be carried out as usual，But you need to complete Stake Sports Bettingstake betting apprectification within the last period。Relevant persons of the Ministry of Environmental Protection said，The Ministry of Environmental Protection will launch special inspections every year，Check the environmental violations of the enterprise，Among them, the pharmaceutical industry has always been the key inspection area。The pharmaceutical industry is the country's chemical oxygen consumption、One of the key industries of ammonia nitrogen emission supervision。Public data shows of the Ministry of Environmental Protection，In 2009, the total output value of China's pharmaceutical industry accounted for less than 3%of the national GDP，The total amount of pollution emissions accounts for 6%。In the pharmaceutical industry，The raw and pharmaceutical industry is high pollution、High energy consumption industry，Paid atmosphere、The pollution in the waters is particularly serious。There have been media reports，The environmental measures of Zhejiang 80 % of the material production enterprises do not meet the standards。
The raw and pharmaceutical industry is in a dilemma of pollution control
From the perspective of the industry itself，The production of raw materials requires a lot of food and chemical raw materials，Causes "high pollution、High energy consumption "。Especially the production of raw materials consumes a lot of food、Water、Electricity and other resources，Among them, the produced products generated only a small part，Most of them have become wastewater、exhaust gas and waste residue，and the "three wastes" stake sports betting appexcreted often high pollutants stake online sports bettingconcentration high、Complex ingredients，Difficulty processing。At the same time，Production of a raw medicine often requires less than a few dozens of steps，Some raw materials used are even thirty or forty，Not only wastewater produced、Large amount of waste residue，and contain a large amount of chemical synthetic substances and residual drug components that are difficult to biochemical degradation，Therefore, the difficulty of processing the wastewater treatment of raw and drug production enterprises is much higher than that of ordinary large -scale factories，This is also an industry problem faced by the raw and drug production enterprise。Some experts point out，The entire raw material drug production industry，Companies that really meet the standards of environmental protection do not exceed 20%。At the same time，Most of the domestic raw and drug production enterprises are engaged in the lowest -end production，Is a typical low value -added high pollution，Some smaller corporate profits were originally very thin，Therefore, it also seems powerless in environmental protection。For example，Vitamin or antibiotic industry，Number of production enterprises in the same variety，Serious production capacity is serious，The proportion of pollution control costs occupy a higher proportion of product manufacturing costs。From the international trend，Because the cost of handling "three wastes" in some developed countries often exceeds the drug production itself，So developed countries have made high pollution many years ago、My stake betting appLow value -added raw and stake betting appdrug industry transferred to developing countries。
Environmental protection measures if strictly implemented，The raw and pharmaceutical industry will accelerate the reshuffle
The "Pharmaceutical Industry Water Pollution Emissions Standards" (hereinafter referred to as "Standard"), which was implemented in July 2010，Is a national compulsory standard。In Standard，Main indicators are stricter than US standards。Considering the strategic emerging industry of energy conservation and environmental protection is the "Twelfth Five -Year" plan，The state will further increase the implementation of environmental protection measures and the intensity of environmental supervision。Many existing waste pollution prevention facilities in raw and pharmaceutical companies exist in the requirements of the Standard，Enterprises must take measures to deal with，It is expected that environmental protection costs will rise significantly，Those heavy pollution production processes that sacrifice the environment and the corresponding SMEs will be accelerated。
Investment rating and investment strategy:
Within the next six months，Maintain the "neutral" rating of the material and drug industry
Short -term look，The state increases environmental protection supervision，It will undoubtedly increase the environmental cost of the enterprise，Caused a decline in corporate profits。But look at it for a long time，For the development of the material and drug industry, the benefit is greater than the disadvantages。First，Listed companies belong to leading companies in My stake betting appvarious industries，Discontinue production of some small Stake Sports Bettingand medium -sized enterprises，can expand the market share of its products; second，It is conducive to promoting enterprises for upstream and downstream integration，Improve the coverage of the industrial chain; third，It is conducive to promoting enterprises to increase investment ratio in the development of new drugs，Improve product competitiveness。
The Ministry of Environmental Protection recently issued the "Notice on the Supervisory Environmental Violation Cases of the Environmental Protection of the Ministry of Environmental Protection in 2011"，Among the 15 companies named by the Ministry of Environmental Protection,，10 are pharmaceutical -related enterprises，Among them, 2 listed companies: Yongan Pharmaceutical and Hemantang Pharmaceutical。
Main point of view:
New environmental protection policies increase the risk of operating raw and drug companies
The so -called listing supervisory office，It is a warning and reminder for environmental illegal enterprises。Enterprise by the supervisor，The production and operation during the period can be carried out as usual，But you need to complete Stake Sports Bettingstake betting apprectification within the last period。Relevant persons of the Ministry of Environmental Protection said，The Ministry of Environmental Protection will launch special inspections every year，Check the environmental violations of the enterprise，Among them, the pharmaceutical industry has always been the key inspection area。The pharmaceutical industry is the country's chemical oxygen consumption、One of the key industries of ammonia nitrogen emission supervision。Public data shows of the Ministry of Environmental Protection，In 2009, the total output value of China's pharmaceutical industry accounted for less than 3%of the national GDP，The total amount of pollution emissions accounts for 6%。In the pharmaceutical industry，The raw and pharmaceutical industry is high pollution、High energy consumption industry，Paid atmosphere、The pollution in the waters is particularly serious。There have been media reports，The environmental measures of Zhejiang 80 % of the material production enterprises do not meet the standards。
The raw and pharmaceutical industry is in a dilemma of pollution control
From the perspective of the industry itself，The production of raw materials requires a lot of food and chemical raw materials，Causes "high pollution、High energy consumption "。Especially the production of raw materials consumes a lot of food、Water、Electricity and other resources，Among them, the produced products generated only a small part，Most of them have become wastewater、exhaust gas and waste residue，and the "three wastes" stake sports betting appexcreted often high pollutants stake online sports bettingconcentration high、Complex ingredients，Difficulty processing。At the same time，Production of a raw medicine often requires less than a few dozens of steps，Some raw materials used are even thirty or forty，Not only wastewater produced、Large amount of waste residue，and contain a large amount of chemical synthetic substances and residual drug components that are difficult to biochemical degradation，Therefore, the difficulty of processing the wastewater treatment of raw and drug production enterprises is much higher than that of ordinary large -scale factories，This is also an industry problem faced by the raw and drug production enterprise。Some experts point out，The entire raw material drug production industry，Companies that really meet the standards of environmental protection do not exceed 20%。At the same time，Most of the domestic raw and drug production enterprises are engaged in the lowest -end production，Is a typical low value -added high pollution，Some smaller corporate profits were originally very thin，Therefore, it also seems powerless in environmental protection。For example，Vitamin or antibiotic industry，Number of production enterprises in the same variety，Serious production capacity is serious，The proportion of pollution control costs occupy a higher proportion of product manufacturing costs。From the international trend，Because the cost of handling "three wastes" in some developed countries often exceeds the drug production itself，So developed countries have made high pollution many years ago、My stake betting appLow value -added raw and stake betting appdrug industry transferred to developing countries。
Environmental protection measures if strictly implemented，The raw and pharmaceutical industry will accelerate the reshuffle
The "Pharmaceutical Industry Water Pollution Emissions Standards" (hereinafter referred to as "Standard"), which was implemented in July 2010，Is a national compulsory standard。In Standard，Main indicators are stricter than US standards。Considering the strategic emerging industry of energy conservation and environmental protection is the "Twelfth Five -Year" plan，The state will further increase the implementation of environmental protection measures and the intensity of environmental supervision。Many existing waste pollution prevention facilities in raw and pharmaceutical companies exist in the requirements of the Standard，Enterprises must take measures to deal with，It is expected that environmental protection costs will rise significantly，Those heavy pollution production processes that sacrifice the environment and the corresponding SMEs will be accelerated。
Investment rating and investment strategy:
Within the next six months，Maintain the "neutral" rating of the material and drug industry
Short -term look，The state increases environmental protection supervision，It will undoubtedly increase the environmental cost of the enterprise，Caused a decline in corporate profits。But look at it for a long time，For the development of the material and drug industry, the benefit is greater than the disadvantages。First，Listed companies belong to leading companies in My stake betting appvarious industries，Discontinue production of some small Stake Sports Bettingand medium -sized enterprises，can expand the market share of its products; second，It is conducive to promoting enterprises for upstream and downstream integration，Improve the coverage of the industrial chain; third，It is conducive to promoting enterprises to increase investment ratio in the development of new drugs，Improve product competitiveness。
