Medical network - on July 10, the increasingly strict environmental protection pressure, is the background of the rise in price part is in a state of long-term production capacity, increase in the price of the current cycle is expected to last more than 1 year, green red line of high pressure will make it unable to environmental protection into the small business is on the way out.
The reporter understands, the Beijing municipal raw material pharmaceutical factory late or will be shut down moving out, the western region of the API manufacturer will move into the collective park, drainage and exhaust in order to strictly control the pollution.
Since 2017, as the environmental protection department increased its supervision of the beijing-tianjin-hebei region, shandong, hebei province two API production has also been listed as key object of supervision.
Reporter survey found recently, focused most of the two provinces have market control API enterprise, the environmental situation upgrade to the API industry has had a huge impact.
As the production, limit production policy implementation, many varieties of API price increase. Senior vice President of Chinese medicine association Zhang Mingyu said, in the face of increasingly stringent environmental requirements, exceed the polluting enterprises will be difficult to survive, anti-pollution ability and the cost will be the future pharmaceutical enterprise's core competitive factors.
Reversed transmission in the environmental protection enterprise close down backward production facilities or large-scale relocation, due to the relocation is expensive and long construction period, in the process of the market competition will rewrite, consolidation is accelerated.
▍ producers environmental pressure is obvious
As chemical pharmaceuticals production country, many Chinese among the world top class API production, fermentation drugs products production accounted for about 70% global output. Because of the API production usually brings serious environmental pollution.
Under the background of the increasingly high cost of the pollution treatment, many small and medium-sized pharmaceutical companies for insufficient in environmental regulation. With the increasingly strict environmental protection policy, strengthening environmental supervision and law enforcement, many drug companies was their production or shut down for not up to standard. API industry so affected by large.
Since February 2017, the ministry in Beijing, tianjin, hebei, shanxi, shandong, henan and other places to carry out the air quality in specific inspection.
The specific inspection by the minister of the ministry's then ji-ning Chen and the other four vice minister, taking the form of inspection into place. From past practices, supervision of environmental protection to the place, the average highest specifications led by vice minister, led by the minister for specific inspection for the first time, fully embodies the high-level attention to environmental problems.
In the special object of supervision of environmental protection, hebei, shandong is producing apis and chemical intermediates. According to the prevention and control of atmospheric pollution in 2017 issued by the shijiazhuang work plan, pharmaceutical enterprise implementation of peak production, limit production shutdown. After the end of 2016 because of "smog" limit production after production, is in the north China pharmaceutical group, nolato, within the jurisdiction of shijiazhuang, and other drug firms and usher in a new round of production control.
In zhejiang province in early 2017, specializing in chemical API introduced the pollution problem of the chemical synthetic drug atmospheric pollutant emission standard "(hereinafter referred to as" "standards" "). This is the first domestic chemical API set by the local pollutants emission standards. "Standard" from the main pollutant of atmosphere pollution VOCs (volatile) regulation, the pharmaceutical enterprises of zhejiang province concentrated area environmental air quality improvement, intrusive or pharmaceutical companies stench and VOCs pollution reducing have a positive impact.
Zhejiang province department of environmental protection science and technology with the cooperation of bureaucracy that "standard" is the equivalent of a technical regulations, and atmospheric pollutants for the pharmaceutical enterprises designated a "bottom line" of environmental protection.
In recent years, relevant environmental standards and policies of developed, active pharmaceutical ingredients industry of living space by "suppression".
For example, in July 2010, the ministry and fully enforce the pharmaceutical industrial water pollutant discharge standard "; In 2013, the environmental protection department of the comprehensive realignment of the pharmaceutical industry environment pollution problems as the focus of environmental protection special action, the third largest task; In 2014, it is illegal to pharmaceutical manufacturing environment is still a key object of regulation related ministries and commissions, pharmaceutical green red line "tight"; In April 2015, the "water ten" followed, API manufacturing is listed as one of the top ten key regulation industry; Tax law enacted in 2016, environmental protection, environmental protection fee to green taxes, API high pollution industry lesson will collect taxes. And in December 2016 issued the "much starker choices-and graver consequences-in" ecological environment protection plan, advancing API manufacturing industry standards.
Along with the increasingly strict enforcement of environmental protection, a lot of big drug companies are due to the lack of environmental protection "stumble". Harbin pharmaceutical, yunnan, for example, pharmaceutical, federal pharmaceutical, sea is medicine etc have been in the environmental protection department inspector rectification list on the list.
Chemical pharmaceutical industry association of China environmental protection project expert dao-xin zhang introduces, active pharmaceutical ingredients such as long production technology, the input of raw material variety, which in some cases of dangerous chemicals. At the same time, due to the materials into finished goods conversion rate is low, and has the characteristics of biological toxicity; And into the small number of single class material, single waste in waste recycling economic rate is not high, difficult to achieve wastes, only as a general waste disposal.
With vitamin C as an example, its output is 14%, this ratio is calculated, in 2012, the annual production of 200000 tons for meter, a total investment 1.43 million tons of raw materials, remove into finished products 200000 tons, the remaining 1.23 million tons of materials have become a waste, environmental burden is bigger.
"Facing the pharmaceutical industry in 2017 is more than normal huge pressure to environmental protection, green environmental protection, clean production concept for drug firms are no longer the icing on the cake, but is a matter of life and death of a big deal." Senior vice President of Chinese medicine association Zhang Mingyu said, in the face of increasingly stringent environmental requirements, behind, low level repeated construction, at the expense of the environment of excessive pollution enterprises will be difficult to survive. Anti-pollution ability and the cost will be the future pharmaceutical enterprise's core competitive factors.
▍ varieties prices five times
Hebei, shandong is apis and chemical intermediates and medicinal glass bottle production enterprises is relatively concentrated area, shandong xinhua pharmaceutical, anti-lu medicine, medicine glass, north China pharmaceutical group, nolato, pharmaceutical industries such as the "big MAC" are concentrated in these two places. Production of restricting output measures such as a certain influence on the raw materials production and operation of enterprises. However, many of the API product prices have also started out of weakness, appear in short supply situation.
Chinese medicine enterprise management association ming-de yu, told reporters that since November 2016, wuhan international exhibition API, each leading enterprises have raised prices, or stop the quotation, wu dish to go up. In December 2016 Indian pharmaceutical raw materials during the exhibition in the world, and many domestic enterprises are foreign don't offer, bullish trend is obvious. Combined with the major raw material producing areas in the environmental protection pressure limit production limited, foreign ministers sheet are expected, drive up prices directly drive the most limited product prices to rise.
Big data terminals statistics show that since November 1, 2016, Harbin pharmaceutical group general pharmaceutical factory, an increase in the price of penicillin industrial salt to 50 yuan/BOU. Since November 2016, the domestic vitamin B1 factory ceased quotation, vitamin B1 increase inflationary expectations. On November 7, 2016, the Chinese DSM pharmaceutical to an increase in the price of cephalosporin apis unity. On December 2, 2016, north China pharmaceutical hebei air pharmaceutical an increase in the price of oral cephalosporin API, physicochemical benzyl latest price 300 yuan/kg; Cephalosporins organism price stability - 390 yuan - 395 yuan/kg; Cephalosporins hydroxylamine benzyl price 430 yuan - 430 yuan/kg.
In January 2017, amoxicillin side chain of hydroxy acid series products prices, hydroxy acid offer up to 55 yuan/kg, series products of synchronous rise and hydroxyl methyl deng salt 75 yuan/kg.
Particularly worth mentioning is that the price of vitamin D3 short-term gains exceed market expectations.
A number of researcher at the brokerage is expected to still have periodic increases opportunities, this round of price rise is expected to break a record high. On June 7, 2017, the market price of vitamin D3 by 69 yuan/kg to 82.5 yuan/kg, on June 8, prices continue to rise to 85 yuan/kg, to June 30, has risen to 435 yuan/kg, up more than 500%. The personage inside course of study, the current supply vitamin D3, late or continue to rise, are expected to break the record high of 500-600 yuan/kg.
"In the past price cycle duration generally for three to six months, due to the vitamin D3 market supply is adequate, the supply gap can be quickly fill and level up, long-term rise in price of steam. The background of the rise in price is increasingly strict environmental protection pressure, part is in a state of long-term production capacity, increase in the price of the current cycle is expected to last more than 1 year." Medical researchers said Yang Yehui day wind securities.
Influenced by environmental factors, vitamin B1 supply is tight recently, while factory maintenance measures such as intensifying the imbalance between supply and demand. Yang Yehui analysis, according to the present day new drugs have been stop vitamin B1 quotation, vitamin B1 have to rise further in the short term.
In the field of antibiotics of severe overcapacity, most antibiotics API prices low for many years. Specific to see, the price of the penicillin industrial salt is still in downturn, but more than in previous years there has been a recent rebound, 7 - ACA surplus seriously, for example, overall prices are low; 7 ADCA and 6 APA benefit from environmental policy tightening, prices have rebounded recently; Among them 6 APA prices recover more obvious; Sulfur - red and 4 AA price is at the bottom, 002422 SZ "> koren pharmaceutical industry as a new entrants, sulfur red market costs have strong competitiveness in the industry.
It is understood that the main producers of 6 APA is wichita, federal drug and its reach, with stricter environmental protection in north China and the supply side contraction, short-term 6 APA price rebound is obvious.
Ming-de yu believes that environmental protection has enormous influence on the upgrade of the pharmaceutical industry, most of the active pharmaceutical ingredients of market power enterprises concentrated in shandong, hebei, zhejiang and other provinces, the stricter environmental protection reversed transmission companies close down backward production facilities or large-scale relocation. And corporate relocation costly and long construction period. This process will give the opportunity to create individual enterprises, once the opportunity to open, middlemen participation through upstream and downstream relationship, easy to form a monopoly.
▍ downstream preparation transformation
Excess capacity and environmental pressure two-way extrusion API enterprise survival environment, the majority of small and medium-sized enterprise the percentage of loss-incurring enterprises widen and loss increase. Green red line of high pressure will make unable to environmental protection into the small business is on the way out.
"The high cost of the pollution treatment pharmaceutical enterprise, want to spend a few hundred million or more. In the environmental protection law enforcement is not strong, before companies tend to ning meaning fines are reluctant to increase investment in environmental protection. If environmental protection supervision and carries out the strength increase of new environmental laws, many large polluters have to close down, it will hasten the industry consolidation." Peking University and senior medical partner Shi Lichen said, now a lot of API have no money to do environmental protection enterprises, the market is not so good, some companies or shut down, or to sell.
Era strategy consulting firm consultant door hotaru, agreed that large API enterprises generally have cost advantages, construction of environmental protection investment is large, and part of the environmental protection standard of the enterprise with Europe and the United States and other countries and regions, and even in some ways than the European and American standard, such as huahai pharmaceutical co., the sea is pharmaceutical industry, etc.
Because of China's more focused on the intermediates, active pharmaceutical ingredients industry have not formed a complete industrial chain, still lack of competitiveness in the international market, it is also the Chinese pharmaceutical enterprise in the international market price and capacity expansion of the road of root cause. With increasing environmental pressure, low value-added before and at the expense of the environment management pattern is no longer suitable for API enterprises development nowadays, API enterprise development the same way change constantly, API intermediates, not only to continue to do more to do preparations, especially preparation to the international market extension of the generic drugs. "To the downstream products is the industry's ultimate way out." Related to drug companies say.
Huahai pharmaceutical industry in recent years, and the sea are pharmaceutical characteristics apis to challenge the patent medicine, do businesses, as well as the emerging API enterprises gradually transition to the preparations of enterprise, enterprise total assets and contribution of chemical preparation continuously improve, more than 30%.
"In fact, China's most active pharmaceutical ingredients for export, and the overall output exceeds the demand, transformation and upgrading of enterprise is not only the need to reduce the pressure for environmental protection, also is the need of long-term development." Door fireflies that enterprise has stronger dosage front research and development capabilities, its easier to preparation transformation.
Sea is pharmaceutical industry, for example, the company's apis to anticancer drugs, its research and development ability is strong. In the field of preparation, antitumor drug also scarce. Sea is pharmaceutical industry transformation and upgrading of the road, is based on API development on strengthening preparation technology and research and development ability, control the upstream is scarce species of synthesis technology, and actively explore the downstream.
Shi Lichen success of the API transformation agents at home and abroad were analyzed, and tease out 5 kinds of transformation dosage mode:
To complete the preparation by means of OEM, cooperative production line construction and retrofit; By the way of preparation m&as to preparation transformation; By purchasing agents of the way of the accumulation of finished drug product; Through cooperation with foreign companies or the domestic medicine companies; the way of transformation Industry chain extension products first, then gradually expand to the direction of the field. |
