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| The state council will eliminate 70 percent of the original pharmaceutical companies |
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| Author：中國銘鉉 企劃部 Release Time：2017-8-10 8:33:03 Number Browse：741 |
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On August 7, 2008, the CPC central committee and the state council decided to launch the fourth batch of central environmental protection inspectors. , according to the environmental protection official news network has been set up eight central environmental protection inspectorate, respectively in jilin, zhejiang, shandong, hainan, sichuan, Tibet, qinghai, xinjiang (corps) to carry out the supervision into the work, and realize the complete coverage of all provinces, autonomous regions and municipalities directly under the inspectors. The inspector general was able to carry out his work in a thunderbolt. Today, the central fifth environmental protection inspection team has taken the first place in sichuan to work in the field of supervision. According to the arrangement, eight central environmental protection inspection teams will be in various provinces and cities in the coming week.
In previous inspector, pharmaceutical industry was set up for typical north, to the enterprise five regulators for residential surveillance, two senior executives to obtain a guarantor pending trial, and the northern pharmaceutical production regulation measures, clearly can not meet the rectification demand cannot be restarted. This time, it will still be typical of the pharmaceutical industry.
The pharmaceutical industry has always been the focus of environmental supervision, while API enterprises are the top priority. At present, the environmental protection requirement at the national level is an iron fist, the determination of pollution is unprecedented. As of the end of June, 28 cities around the beijing-tianjin-hebei region had checked out "scattered", "messy" and "dirty" enterprises, with about 176,000 people in total. The ministry's request is that companies that fail to upgrade their emissions will be shut down by the end of September.
Environmental upgrading, for the pharmaceutical industry to bring the raw material medicine industry to shuffle the CARDS. Time push three to five years, API enterprises in order to avoid environmental pressure, production base will gradually from the coastal areas to the Inner Mongolia, gansu and other economic less-developed northwest, but environmental protection is a chess game in the country right now, rather than the era of various places have different standards, environmental protection in this round of upgrading, a large number of small enterprises will be kicked out, API.
Zhejiang taizhou is always API enterprises are concentrated area, there are more than 2000 by 2001 pharmaceutical enterprises, mainly producing apis and intermediates of small and medium-sized enterprises, but in taizhou after replacement of the environmental protection department leadership this year, increase the intensity of environmental regulation, taizhou shut down nearly thousand pharmaceutical chemical plant, so far only more than best. The power of environmental protection administration in taizhou can be seen.
So, how many raw drug companies will be out of the country in the current environmental clean-up? Will future businesses be the real winners?
1. Under the green heavy fist, 70% of the raw materials are out!
For the improvement of environmental protection, in addition to the national level to exclude inspectorate, recently, the state council also issued a "state council on amending the < regulations on environmental protection and management of construction project > decision", the rules will take effect on 1 October this year. Among them, the reconstruction, expansion project and technical renovation project must take measures to govern the original environmental pollution and ecological damage related to the project. There are clear rules on fines for unimplemented environmental pollution measures and environmental protection measures for unbuilt phase pavilions. In the newly revised regulations, companies are at risk of being "ordered to close" once they fail to meet the requirements.
From the point of the whole environmental protection request, decided to enterprise survival and the development of the API is a simple product, but the environmental protection, pollution control ability determines the API enterprise keep good development can be sustained.
The recent price in the depressed state of VE and erythromycin thiocyanin is also showing the potential of price increase for environmental protection. Most VE capacity is concentrated in zhejiang area in our country, while the central environmental protection group has recently in zhejiang and environmental stress will make parts in zhejiang factory production overhaul of VE, the future market will present small rebound.
Such as erythromycin thiocyanate again, the current domestic supply capacity, but because of its high pollution treatment costs, in the past two years at home and abroad companies out of erythromycin thiocyanate production, industrial concentration increase, with the international advanced level of environmental protection equipment koren pharmaceutical industry will become the industry leader.
In fact, the industry's big shuffle and the power of the spigot have been evident a few years ago.
As an example, haizheng pharmaceutical co., in 2015, has increased its environmental expenditure by more than 50% compared with 2013, and the increase in environmental expenditure in 2015 and 2015 is more than three times that of 2013. Environmental inputs including prophase investment of equipment and manpower, resources, in the late income small businesses can't bear, coupled with the low threshold of active pharmaceutical ingredients, thin profits, enterprises shall upgrade product development and environmental protection of a serious shortage of power, shut down is the most common choice.
Four years ago, in 2013, as the volume of raw material exports hit a record negative growth rate, industry participants had expected that the decline in API was irreversible, and that companies were waiting to die. And early see tuyere enterprise in API market limelight around 2000 began to seek transformation, among them, the sea is pharmaceutical industry to innovate foreign pharmaceutical, huahai pharmaceutical preparations export, nolato, group to API main integration.
"If you don't, you will die." Pan guangcheng, executive director of the China association of chemical pharmaceutical industry, once told E drug manager, "after the implementation of the new environmental law, the environmental input of API enterprises is increasing." Environmental requirements raised the API the technical barriers of the industry, forcing enterprises by environmental protection technology and process to shape their own core competitiveness, pharmaceuticals industry is to get rid of the scattered disorderly, the condition of low price competition, in the process, varieties of active pharmaceutical ingredients in boom, companies once can across the green barriers, also will have different from the transformation of a new round of development opportunities.
Previously, koren pharmaceutical intermediates production base in xinjiang to build their own antibiotics, because of the requirements of environmental protection, it is these slower than earnings expectations, up to now has more than 2 billion yuan investment in environmental protection respect, this data for any API enterprise is not small number, especially those small API enterprises.
Now, it is not just a region that is more environmentally friendly, but a national one.
According to open data, Chinese pharmaceutical companies account for 77.04% of small enterprises, but only 40% of their income. Large companies, with 4.17 per cent, account for 33 per cent of total API revenues. So, from the national regulation, and taizhou case presented data, active pharmaceutical ingredients in the market at least 77.04% of small businesses will was eliminated in the first place, it is not true, we will energetically overhaul environmental protection in the country at present, perhaps out of enterprises will be greater than this number.
2. Who's the winner after the shuffle?
For the API industry, pushing forward three or five years, it must be a time of no transformation. Shiyao group, a large number of huahai pharmaceutical companies called API model of enterprise transformation, but now was candid, not transformation also will live very well, but who is this score.
The ministry of supervision of the shandong, zhejiang and other places is the concentrated distribution area of vitamin API enterprises in our country, as the environmental protection standard tighter again, many vitamin raw materials manufacturers have to shutdown overhaul, make some vitamin varieties of tight supply, some manufacturers have stopped offer closely watching, some suppliers have stock up, wu goods stay up, raised their vitamins. In fact, people in the industry have said that since the wuhan international API exhibition in November 2016, leading companies have been raising their prices, or stopping the offer to cover their prices.
Since November 1, 2016, Harbin pharmaceutical general pharmaceutical co., LTD. Has raised the price of penicillin industrial salt to 50 yuan/BOU; The domestic vitamin B1 factory stops the external quotation, the increase of vitamin B1 is expected to increase; The Chinese pharmaceutical company will increase the price of cephalosporin. Hebei huimin pharmaceutical company in north China raised the price of oral cephalosporin, and the latest quotation of cefampicin was 300 yuan/kg; Cefaladine price is stable 390 yuan ~ 395 yuan/kg; The price of cefhydrin is 430 yuan to 440 yuan/kg.
It is obvious that the strength of the environmental regulation, is bound to eliminate a large number of small and medium-sized, weakness in the environmental protection enterprises to upgrade, the enterprise will be wiped out in the next year or two, they stay on the market will be those who now so much money in hand, vigorously promote themselves to the environmental protection ability of enterprise.
In the past, such environmental problems have led to good companies winning and industry concentration rising. In the case of lincomycin, the domestic historical production of lincomycin is between 1500 and 4000 tons, and the major manufacturers include nanyang pukang pharmaceutical and henan tianfang pharmaceutical co., with capacity of more than 1000 tons. Affected by the earlier environmental incidents, nanyang municipal government ordered nanyang pukang pharmaceutical to stop production by December 31, 2014. After the shutdown of the nanyang pukang pharmaceutical industry, the supply of lincomycin was reduced. In 2015, lincomycin prices rose sharply, making henan tianfang pharmaceutical industry rich.
In fact, a large number of leading pharmaceutical companies have already enjoyed the benefits of environmental clean-up. According to the completion status of major economic indicators of pharmaceutical industry in 2016 released by the ministry of industry and information technology, the total profit of enterprises in China's pharmaceutical industry in 2016 increased by 15.6%, while the pharmaceutical industry grew 25.9%. In the case that the main business revenue growth is lower than the industry as a whole, the profit growth of the original pharmaceutical company is running ahead of the industry. Obviously, the price factor is important.
Data show that the present new three board 63 main business for the manufacturing of active pharmaceutical ingredients chemical enterprises, among them with intermediates (upstream of active pharmaceutical ingredients) as the main business of 31, 32 is given priority to with active pharmaceutical ingredients. From the annual reports of several pharmaceutical companies, the wave of price increases from 2016 has ushered in a new wave of earnings.
In fact, the future of the pharmaceutical companies will make money, already at a glance. With further increase of environmental pressure, some substandard capacity will gradually withdraw from environmental protection, and some of the leading enterprises, the pollution level is higher, is relatively small, the influence of environmental factors as miscarriage can exit, vitamin industry concentration degree is expected to further improve, leading enterprises are expected to continue to benefit. |
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