| Micro-channel |
 |
|
|
|
|
|
| |
| The positive frequency of the new type of beverage is emerging as a new growth point |
| |
| Author：中國銘鉉 企劃部 Release Time：2017-8-29 11:38:28 Number Browse：880 |
| |
In the second half of 2017, the listed companies of traditional Chinese medicine published semi-annual reports.
Chinese traditional Chinese medicine holding co., ltd. recently issued a performance forecast, with the growth of traditional Chinese medicine in the last year.Among them, the growth of Chinese medicine formula granule is 23.8%, and the growth of Chinese medicine is up to four times.Opened the ciic pharmaceutical 2016 annual report, can be found that, in traditional Chinese medicine (TCM) policy of dongfeng, break the walls of the company herb category since going public in 2012-2016 products has increased, occupied the herbal health category.
The policy benefits have stimulated innovation in the industry of traditional Chinese medicine, but at the same time, the industry concentration and quality standards have not been solved yet. What about the development of Chinese medicine and beverage industry?As "Chinese medicine yinpian industry development and regulation", for the further development of research around the Chinese medicine yinpian "industry policy, industry standards and industry regulation, enterprise visits, industry innovation" five dimensions, medicine economic newspaper will launch a series of reports, to find out whether Chinese medicine yinpian industry development.
2007-2017 traditional Chinese medicine beverage policy inventory policy
Policy intensive release
The Chinese medicine industry is always positive, and Chinese medicine is the most important part of the Chinese medicine industry.According to the statistics of the national bureau of statistics, from 2006 to 2016, the sales volume of Chinese traditional Chinese medicine has maintained a growth rate of more than 10%, which is the top of the pharmaceutical industry.In 2016, the sales revenue of traditional Chinese medicine was up nearly 15 percent from the previous year, which was the fastest growth in the industry of pharmaceutical industry, accounting for 6.6 percent of total pharmaceutical sales revenue.
All this is inseparable from policy support in recent years.
In 2015, the traditional Chinese medicine industry started a new round of development.April, "about the printing of traditional Chinese medicine health service development plan (2015-2020), the notice of release, its development goals: Chinese herbal medicine planting green speeding up development and related manufacturing industry transformation and upgrading, to form a batch of internationally competitive enterprises and products of traditional Chinese medicine;Promoting the sustainable development of traditional Chinese medicine resources;We will speed up the selection of excellent varieties of Chinese medicinal materials and the planting of pollution-free regulations, improve the standard of Chinese medicinal materials, and build high-quality medicines.
In the following year, the outline of the strategic planning for the development of traditional Chinese medicine and the 13th five-year plan for traditional Chinese medicine were introduced, and the transformation and upgrading of the traditional Chinese medicine industry was proposed.Implement the standardization action plan of traditional Chinese medicine, promote the construction of the standard system of traditional Chinese medicine industry chain, guide the overall quality and efficiency of the Chinese medicine industry, and effectively guarantee the safe and effective drug use.We will promote the establishment of a supply guarantee system for traditional Chinese medicines.We will improve the automation, informationization and intellectualization of the traditional Chinese medicine industry, and establish a green and efficient advanced manufacturing system for traditional Chinese medicine.
Has been officially implemented for more than two months of the act of traditional Chinese medicine from the legal level also has made the support, Chinese medicine yinpian national protection of traditional Chinese medicine yinpian processing technology and craft, support the application of traditional craft processing Chinese medicine yinpian, encourages the use of modern science and technology in the study of Chinese medicine yinpian processing technology.According to the needs of clinical medicine, medical institutions can reprocess traditional Chinese medicine tablets with the prescription of this medical institution.
These policies, all from the positive release of the support of the traditional Chinese medicine industry, the establishment of standards to improve the standardization of production, to improve the industry concentration of the signal.
In addition to the above policies, other policies in the industry have also encouraged the development of Chinese medicine tablets from the side.Zhao qi-min, an analyst with the hang seng, said that the "zero-plus" policy was implemented, and the hospital would increase the use of Chinese medicine for reducing losses.Secondly, in the process of reducing the proportion of medicine and the adjustment of the new edition of the health insurance, the Chinese medicine yinpian as the substitute for the medicine and the Chinese medicine is well received by the policy.At the same time, the 2017 edition of the health care catalogue strictly limits traditional Chinese medicine injections, which are positively affected by traditional Chinese medicine.Chinese herbal medicine is also becoming the main business area to promote the development of traditional Chinese medicine enterprises.
The policy has come to an end
In order to implement the method of traditional Chinese medicine, the application of traditional process preparation ready for medical institutions of Chinese native medicine preparation for the record management and the CFDA has drafted "about the application of traditional process preparation traditional Chinese medicine preparation of medical institutions to implement the announcement of filing management (draft)".At the same time, a number of departments are carrying out related work, and urge the industry to enter the standard operating track.The committee also organized and carried out the preparation of the national traditional Chinese medicine beverage processing code.
Time to push, an effort is also worth noting: printed under the state council "about cancel 13 departments under the state council the decision of the administrative licensing items", also explicitly proposed to cancel the Chinese herbal medicine production quality management standard certification (GAP).This means that the upstream quality control of traditional Chinese medicine products is delegated to enterprises, which also requires the enterprise to establish a set of quality traceability system to unify the various links of production.
In addition, according to the requirements of deepening the reform of the medical and health care system reform in 2017, all public hospitals have eliminated the addition of medicines, except for Chinese medicine.Many provinces have their own rules in succession fall to the ground, guangdong, yunnan, ganzhou, zhengzhou, Harbin and other provinces and cities have been told in public hospitals to cancel the drug addition, is also a Chinese medicine yinpian excepted.
These measures are detailed rules proposed after the implementation of the top-level design policy, and also injected a strong shot into the industry.Some in the industry mentioned that the implementation of the rules let them see the determination of decision makers and the real implementation of the development of traditional Chinese medicine.
But the policy reforms of traditional Chinese medicine still have a long way to go.At present, the development of TCM in advancing period, health service development period, improve the capacity to participate in the health GongJianQi perfecting stage and policy mechanism, is facing the resources of traditional Chinese medicine is still insufficient, weak grassroots development and coordination problems in traditional Chinese medicine development.
Industry consolidation is the trend
Under the environment of national policy encouragement and strict regulation of industry, the integration trend is obvious.The market share of some leading companies will be raised.Small scale, weak competitiveness, insufficient innovation ability, standard and other factors will accelerate the elimination of a batch of traditional Chinese medicine.
According to China wealth network analysis, in recent years, the sales growth rate of traditional Chinese medicine drink film industry is higher than the average level of pharmaceutical industry.List (not in the first quarter of 2017, Chinese medicine yinpian statistical gradeless and uniformly priced goods Chinese medicinal materials and Chinese medicines sliced and prepared for decoction), grass regent wall-breaking herb for the main business of ciic pharmaceutical group, with a 4.5% share of the top, up 51% year on year, ranking higher than the second sig pharmaceutical industry and the third tongrentang.
And from a source and the pharmaceutical industry, China's traditional Chinese medicine, red sun pharmaceutical co., too dragon pharmaceutical pharmaceutical six, xiangxue pharmacy, sig 2016 report of listed companies also can be seen, Chinese medicine yinpian on each of the company's total revenue is put on the "part" of a pen, source and the pharmaceutical industry of Chinese medicine yinpian income even reach 94.69% of the company's total revenue.
All this can't do without the merger and investment of traditional Chinese medicine enterprises in recent years.In 2015, Chinese traditional Chinese medicine took an 87 percent stake in jiangyin tianjiang pharmaceutical co., LTD., a leading manufacturer of traditional Chinese medicine formula with an acquisition of 8346 million yuan.In yichun, jiangxi province, the development of traditional Chinese medicine industry development guide fund launched, the government contributed 600 million yuan as the guidance fund, with 1:4 leverage to raise the capital of social capital 2.4 billion yuan.Wide medicine group to invest 200 million yuan funds established China's first international fund, development of Chinese medicine to support group's famous overseas registration of TCM products, international market development and international cooperation, etc.
It is understood that listed companies have established more than domestic Chinese medicine yinpian companies or products processing base, the acquisition of Chinese medicine yinpian enterprise equity, set up a Chinese medicine yinpian m&a management fund in Chinese medicine yinpian, realize the layout in advance, after the consolidation to upgrade a head.
Invited Chinese medicine pharmaceutical industry association vice President and director of medical policies and regulations of Dr Zi-ran zhang also said that as the Chinese medicine yinpian industry is heavily regulated, yinpian packaging management gradually, gradually improve the national standard of the processing as well as the national policy, capital and the drive of the Internet industry merger, acquisition and reorganization of accelerated, Chinese medicine yinpian industry small, scattered, chaotic situation will gradually improve, market concentration will continue to improve.On the other hand, the continuous improvement of the addition, non-counting and the proportion of reimbursement will promote the development of the traditional Chinese medicine industry in the whole pharmaceutical industry.In addition, the new Chinese medicine is emerging, and the development of Chinese medicine formula granule is particularly eye-catching.
Chinese medicine formula granule bureau
A burst of market opportunities for policy dividends will also lead to a round of technical innovation.Compared with traditional Chinese medicine, formula granule has stronger profitability and shorter production cycle.And the measures for the management of traditional Chinese medicine formula particles (draft) ", release the signal that more companies can have the opportunity to participate in the among them, make traditional Chinese medicine formula particles to enlarging the market landscape.
At present, China's formula grain market presents small scale and fast growth.Domestic market size of about 10.4 billion yuan in 2016, about 30% year-on-year growth, but in their market share is only 6%, the main reason is more than demand side is limited by the secondary hospital and did not realize the health coverage across the country.Compared with other places such as Japan, Japan and Taiwan, the market share of formula grains is about 60 percent and all of them are covered by health insurance.In the future, health insurance will be gradually promoted in China, with the market share exceeding 10 percent and the market size exceeding 40 billion yuan by 2020.
According to the bohai securities analyst ren xiangong, it is an inevitable trend to release the policy restrictions on the management of Chinese medicine formula.After years of technical accumulation, the pilot enterprises have matured the formula granule process, and the variety reserves are more than 500.Compared to the production process has become mature, most pilot enterprises market which covers only a small number of provinces and regions, the market is still at developing stage, so most of the pilot enterprises are still actively expanding production capacity, in the process of policy gradually let go of, consolidate the market position.In addition, a number of listed pharmaceutical companies have started to lay out Chinese medicine formula granules, waiting for the industry access policy to open up.
In addition to the six national pilot enterprises, the pilot work of formula granules in various provinces and cities is also being carried out.Currently, the pilot production enterprises in the province are mainly active in the pharmaceutical industry (jilin), ji people pharmaceutical (anhui), shenwei pharmaceutical (hebei) and kangmei pharmaceutical (guangdong), etc.In addition, zhejiang, jiangxi, heilongjiang, hubei and other provinces have incorporated traditional Chinese medicine formula granules into provincial development plans in the name of scientific research, and carried out research and development pilot work in public.Some industry insiders believe that new entrants are expected to take the lead in the provincial market.
Traditional Chinese medicine formulae also have the advantages of not including centralized procurement, non-canceling, and not counting the proportion of public hospital medicine, so they are also popular with the market., of course, due to the complexity of components, each blindly from the quality control of traditional Chinese medicinal materials, production process and process control, terminal control, there are big differences, various places have different standards, how to form a unified industry standard is still need further run-in.
The wall is a hot seller
After the formulation of Chinese medicine formula, another new technology emerged, and the new kinds of tablets represented by the decoction and ultrafine tablets were more vigorous.At a recent big conference, cao xiaojun, deputy general manager of China's pharmaceutical industry, appeared particularly busy, and the visitors were never interrupted.In just a year, their new style of herbal crystal of the grass and the wall of the wall is known to the public.
Compared with traditional Chinese films, the new type of beverage is clearly more suitable for consumers' safe, convenient and diversified application needs.Wall-breaking yinpian, for example, it is to conform to the requirements of the "Chinese pharmacopoeia" and with a cellular structure of traditional Chinese medicine yinpian, with modern processing to the D90 wall-breaking comminution < 45 microns powder, add water and different concentrations of ethanol bonded molding, made from 30 to 100 to the original yinpian all ingredients evenly and dry granular yinpian.
Because the broken wall yinpian has better absorption, taking convenient category features, will gradually play a more important role in the field of medicinal, in the field of daily will be widely used in all kinds of health care, herbal soup and so on.
Large pharmacies, since this year, people sea king health pharmacy chain giant stars and online sales platform health, meanwhile, has signed the "grass regent wall-breaking herb" cooperation, a total of over 500 million yuan.Ciic pharmaceutical industry, according to the March 1, 2017, the wall TOP 10 chain of total sales of the herb, including ordinary large pharmacies, sea king health pharmacy, hon cheung stars with hall, yi feng, dongguan characters such as giants, the pharmacy in 2016 compared to the 10 chain data, the average growth of 211.7%.In fact, the leading chain of pharmacy chain, all have already tasted the sweet head in the broken wall beverage category sale.
This is a boon for technology upgrades.Chen shilin, director of the institute of traditional Chinese medicine at the Chinese academy of traditional Chinese medicine, has also said that developing traditional Chinese medicine tablets with modern science and technology is a good direction.The main carrier of traditional Chinese medicine is Chinese medicine and traditional Chinese medicine.The market of traditional Chinese medicine is very promising. It has good industrial resources and innovative scientific and technological resources.
However, scientific innovation needs to be cautious, and a series of innovative measures should be taken in the construction of the industry chain.We will strictly control the whole process of traditional Chinese medicine from the field to the water cup, and establish a whole process quality control system.It is understood that the current ciic pharmaceutical industry has spent 150 million yuan over the country set up only a Chinese medicine wall-breaking yinpian technology and application of key laboratory, build monitoring platform in the whole process of the traditional Chinese medicine industry chain, to promote Chinese medicine yinpian "coffee" new way of keeping in good health and become social trends.
|
| |
Previous article：Can the "price change" come true?Negotiation varieties future market forecast
Next article：Notice of the establishment of the 11th annual pharmacopoeia commission
|
| |
|
|
