Recently，Zhongcheng Pharmaceutical Industry Listed Enterprise Report in the third quarter has been disclosed。From the overall medical level，Statistical analysis of China Securities Network pointed out，The growth rate of industry performance growth in the first three quarters of 2016 continued to increase，The profit growth rate in the third quarter accelerates，But the growth rate of the Chinese medicine sector is slow。

 

  But what is worth noting is，Yitong Medicine、Kangmei Pharmaceuticals, etc. represented by listed companies, recent stock prices performed brightly。Some Chinese medicine companies have revealed the research progress and market conditions since the recent period of formula particles，Due to the steady increase of formula particles, Many companies have clearly stated that they have benefited from the release of Chinese medicine formula particles，and proposed a fixed increase capacity expansion capacity plan。Another analyst estimate，Enter the four quarters，Chinese medicine formula particles will thicken the performance of related companies。

 

  Ding increase capacity

 

  Technology of the latecomers、Marketing、Government affairs、Social Impact，Especially the strength of the funds of listed companies cannot My stake betting appstake online sports bettingbe underestimated，In the case of weak growth in Chinese medicine，​​Presks for some Chinese patent -patent -aged companies giants to enter the field of formula particles

 

  Red Japanese Pharmacy as one of the old pilot companies，Realizing operating income from January to September 2016 271,2.5079 million yuan,increased by 15.99%year -on -year; the three -quarter report released by China Resources Sanjiu is also bright，Realizing operating income 6.164 billion,increased by 11.84%year -on -year。

 

  & ldquo; due to the brand and the first advantage,It is expected that China Resources 39th 2016 formula granular revenue will be around 1.2 billion,The proportion of revenue is about 13%,The new 500 -ton production capacity will also be gradually released。& rdquo; Combined with the performance of the third quarterly report, Analysts of Guolian Securities predicted，China Resources Sanjiu Future Formula Granules will maintain a growth rate of about 25%。

 

  Actually，Since CFDA released the "Administrative Measures for the Management of Chinese Medicine Formula (Draft for Opinions)",Chinese medicine companies that have accumulated in the field of Chinese medicine for many years are also having this blue sea,Become a new forces to participate in the formula of the formula of the formula of formula，Ru Xiangxue Pharmaceutical、Buddhist Pharmaceutical、Kangmei Pharmaceutical、Tai Chi Group、Coron Pharmaceutical and Enweek Pharmaceuticals, etc.。

 

  & ldquo; Technology of the latecomers、Marketing、Government affairs、Social Impact，Especially the strength of the funds of listed companies cannot be underestimated，Especially for the weak growth of Chinese medicines，The determination to make some Chinese patent medicine giants enter the field of formula particles is more firm，Therefore, the competition will increase rapidly after letting go。& rdquo; An senior expert analysis of a pharmaceutical industry believes。

 

  The reporter noticed，Xiangxue Pharmaceutical achieved revenue of 1.33 billion yuan in the first three quarters of 2016,year -on -year growth rate 21.6%。Another information display，Xiangxue Pharmaceuticals Stake Sports Bettinguses the acquisition of Stake Sports BettingChinese medicine drinking companies,Integration of source resources to provide raw material guarantee for the drinking business,It also provides sufficient for the layout of the Chinese medicine formula granular market、Resource reserves that meet the quality requirements。

 

  & ldquo; The formula particles reserves of Xiangxue Pharmaceuticals are as many as 400 species,The newly -built base at Ningxia Longde is built in accordance with the requirements of the formation particles production standards,Can meet 500 tons/year production requirements。At the same time，The company has done related preparation for new national standards,Once the policy is released,The company can put into production formula products that meet the new standards within 1 year。& rdquo; Analysis of Southwest Securities Research Report Considering。

 

  Kangmei Pharmaceutical also said，The company clearly benefits from the release of Chinese medicine formula particles。The company announced the revenue of 16.46 billion yuan in the first three quarters,increased by 22.3%year -on -year; net profit of home mother was 2.59 billion yuan,increased by 23%year -on -year。At the end of January this year，Kangmei Pharmaceutical Announcement plans to invest 650 million yuan to build a Chinese medicine formula granular project in Puning, Guangdong Province,12 new production lines will be created，Including extraction、Concentration、Dry、grain、Container and other production facilities,The annual extraction ability of traditional Chinese medicine is about 6000 tons,It is expected to develop about 450 species for development and production,annual output is about 2.4 billion packs。

 

  Facing the addition of new forces companies，The old pilot enterprise is also constantly adjusting the strategic deployment of the formula particles。For example，Peili Holdings In addition to increasing production equipment，Starting to build a new plant outside，Also aimed at the high growth potential of Chinese medicine formula particles。In addition, the group also said: & ldquo; this year's cost growth of traditional Chinese medicinal materials is relatively stable，Partial increase stake betting appof more than double，The company has a special Stake Sports Bettingdepartment to pay attention to the price trend of each medicinal material，A large number of opportunities to be purchased at the right time，To protect production needs，It will also lock the supplier with suppliers，Risks caused by the soaring price of medicinal materials。& rdquo;

 

  Considering the risk after the market liberalized, Hongri Pharmaceutical quickly responded: on the one hand，Adjust the product standard，Create a formula granules for the entire industry chain,Improve the source of formula particles、Control and standards; the other side，Expansion capacity,The new plant is expected to be put into use in 2017。

 

  But it is worth noting is，The high threshold of the formula of formula particles will also build an industry's moat。& ldquo; The new formula granules should have an independent production line and production quality management system;，For the safety and traceability of clinical medication，New formula granules must have a certain production scale and variety quantity，Basic conditions for the GMP certification of Chinese medicine formula GMP。& rdquo; Jiangyin Tianjiang Pharmaceutical Co., Ltd.。

 

  The market outlook is optimistic

 

  Policy frequently releases positive signals，2017-2020，Market size is expected to reach nearly 40 billion yuan

 

  After the release of the "Administrative Measures for the Formula of Chinese Medicine Formula" (Draft for Soliciting Opinions)，"The Outline of the Development of Traditional Chinese Medicine Development 2016-2030" incorporates Chinese medicine formula particles into & ldquo; 135 & rdquo; Also collecting feedback in early November & Hellip; & Hellip; Policy frequently，In the industry, the industry will move from pilot to formal production、Positive signals gradually liberalized in the market。

 

  & ldquo; The core idea of ​​Chinese medicine formula granular management aims to emphasize the improvement of access standards,Disposal of provinces under power。It is expected to be after a series of solicits,Pilot Qualification of Chinese Medicine Formula Granules is the general trend。& rdquo; Southwest Securities stake betting appResearch Report estimation。

 

  Chinese medicine formula particles do not cancel Stake Sports Bettingthe drug bonus、Not included in the proportion of medicine，Convenient use，Currently Chinese medicine formula particles have entered Beijing、Hebei、 Zhejiang、Chongqing、Medical Insurance, Anhui and other places，and Shanxi、Guangdong、Fujian and other provinces will reimburse the formula particles with reference to the policy of Chinese medicine.。

 

  & ldquo; From the analysis of terminal samples，The recipe particles policy will be replaced by 20%after relaxation.。& rdquo; Some markets are optimistic and expected，& ldquo; 2017-2020，Chinese medicine formula particles market is expected to achieve a compound compound growth rate of 40%，Market size is expected to reach nearly 40 billion yuan。& rdquo;