Medical network on August 2 - "can take medicine can not give or take an injection, injection infusion" the who is calling for the basic principles of medicine, but in our country every year per capita infusion bottles/bag, 8 is the international average of 2.5 to 3.3 on the bottle/bag of about three times. However, China has not unified the hospital's outpatient transfusion from the national level.
▍ who planning commission of guangdong province, infusion limit to upgrade
In recent days, the health and family planning commission of guangdong province has issued a notice on strengthening the management of intravenous administration of medical and health institutions at the grass-roots level, which has caused a powerful response in the medical circle.
In fact, it is not the first time for guangdong province to restrict the demand for transfusion.
As early as in 2014 in anhui province who planning commission published "list" 53 don't need transfusion disease, further more, such as fujian sanming, yunnan gejiu, individual hospital in urumqi, xinjiang and other regions have released the outpatient transfusion related regulatory policies.
In addition, health and family planning commission office of jiangsu province in 2015 the forwarding notice on further strengthening the clinical application of antibacterial drugs management notice, calls for establishing greater control of infusion involved about 460 in jiangsu province hospital.
Why does the post in guangdong province cause such a big response?
On the one hand, it is because of the wide range.
With most just before the individual hospital or specific area within the scope of the hospitals mainly aimed at the outpatient infusion monitor is different, this is for the entire province all grassroots health institutions (including the government's community health service center (station), in towns and townships, village health posts, and other social forces to do basic medical and health institutions) venous transfusion management, demanded an end to the grass-roots community hospital outpatient service and emergency treatment intravenous fluids, at the same time, there are more than three big hospital also made it clear that in order to strengthen the management of outpatient service and emergency treatment of infusion, from the head of the provincial health department official voice limit infusion, is the updated version of infusion liquid limit.
Guangdong province, on the other hand, is the main source of sales revenue for many pharmaceutical companies. The policy of guangdong province will undoubtedly add to the many enterprises that are mainly revenue streams.
▍ infusion regulatory restrictions to upgrade, the corporate performance is injured
China has more than 400 production enterprises with large capacity injection, and the market size of large infusion liquid has exceeded 110 billion yuan.
According to the saint pharmaceutical IPO prospectus, the infusion liquid market sales also rose from 2011 yuan in 2011 to 1151.43 one hundred million yuan in 2015, an average annual compound growth rate of 12.87%, and growth was more stable before 2015, all above 10%. The author expects the market to grow at 7-8% in 2016, and the market size has exceeded 120 billion yuan.
Note: data from tiansheng pharmaceutical IPO prospectus
Infusion restrictions and "restraining orders" are inseparable because most antibiotics need to be injected through infusion. No doubt, the "restraining order" regulation and the upgrading of the infusion limit, undoubtedly the most injured are those enterprises that main business of transfusion.
Koren pharmaceutical co.
Large infusion of market leading enterprises in our country, from the point of terminal market, koren pharmaceutical about infusion market in China accounted for about 15% of the market share, in the market retail price, expects its market scale more than 15 billion yuan.
In 2016, the operating income of the big infusion segment of the kelon pharmaceutical industry exceeded 6 billion yuan, accounting for more than 70 percent of the total sales revenue of the whole enterprise, and its growth rate was only 1.35 percent.
According to the latest report of the semi-annual report released in 2017, the overall enterprise performance is expected to decline by 20% to 35%, which is expected to be related to the decline in the earnings of the large infusion fluid.
China resources double crane
Huarun shuanghe is a pharmaceutical company that entered the infusion field early. It is the second largest pharmaceutical company in the market in China, which is second only to coren pharmaceutical.
In 2016, the operating revenue of the major infusion sector exceeded 21.07 billion yuan, accounting for 40% of the total sales revenue of the whole enterprise.
Although companies have carried out a lot of work on the infusion business, such as:
To develop the brand, scale, coverage and other core capabilities of the crane in the field of infusion, to build a safe quality control platform that leads the industry standard.
Based on the safety and clinical use ease mounting infusion technology and packaging material form, through the rich nutritional infusion, therapeutic infusion products, product echelon formation, improve transfusion business profitability.
Extend service to hospital customers, help them to improve management efficiency, form stable information interaction network and cooperative relationship.
However, it is also difficult to hide the decline in the enterprise's large infusion plate. In 2016, the company's major infusion plate fell more than 9%, and the financial indicators for the major sectors in 2016 were as follows:
Note: data from the 2016 annual report of China resources twin crane
Four medicines in shijiazhuang
Shijiazhuang siyao is one of China's other pharmaceutical companies with the main business of transfusion, and one of the oldest pharmaceutical factories in China.
Shijiazhuang SiYao co., LTD., founded in 1948, after more than 60 years of history, has now developed into large-scale comprehensive pharmaceutical enterprise, integrates infusion for production, both tablet, capsule, a variety of dosage forms, such as water and biological agents, medical packaging materials such as the new pattern of industrial development.
To 2016, shijiazhuang SiYao infusion market sales have more than hk $2 billion, but its infusion plate growth at 3%, obviously weaker growth, especially the old packaging glass bottle infusion and polypropylene plastic infusion has declined.
 Note: the data is derived from the 2016 annual report of shi4 pharmaceutical group.
Chen xin pharmaceutical co.
Chenxin pharmaceutical co., LTD., formerly the third pharmaceutical factory in jining city, was restructured in 1998 to form shandong lu anti chenxin pharmaceutical co., LTD. In 2011, it was officially renamed chenxin pharmaceutical co., LTD. The company's large infusion capacity is close to 1.3 billion bags/bottle in 2016, and its capacity is one of the highest in the country.
At present, the operating income of large infusion of enterprises exceeds 1.5 billion yuan, contributing 60% or so of operating income to enterprises.
The advantage of Chen xin pharmaceutical field is the nutrition infusion, company is one of the most abundant enterprise product structure, product covers protein (amino acid), milk, sugar, fat and other nutrients. Among them, the production and marketing scale of glucose injection and glucose chloride injection is among the highest in China. Compound amino acid injection (20AA) is a domestic exclusive.
Nevertheless, through the filing of the IPO of the enterprise, it can be seen that the growth of enterprises in the large infusion plate has been weak, and in 2016, it has declined. In particular, the old packaging of glass bottles and plastic bottle infusion products are down.
Is, therefore, the company in the IPO material review, was issuance examination committee required for multiple provinces have issued prohibited or restricted outpatient infusion (especially antibacterial drug infusion) policy, the country outpatient infusion dosage gradually reduce, and so on and so forth for further instructions, on whether or not these conditions pose significant adverse impact to the company's continued profitability.
 Note: the data is from Chen xin pharmaceutical company's prospectus, and the amount of data in the table is 10,000 yuan
HuaRen pharmaceutical co.
HuaRen pharmaceutical industry was established in May 1998, is a professional production of PVC soft bag infusion of high-tech enterprises, so is the several major infusion liquid in the enterprise performance is relatively good one, both basic infusion and therapeutic infusion in 2016 the average annual growth rate, more than 7% of but compared to 10% growth in 2015 and still show growth.
In 2016, enterprise infusion income exceeded 900 million yuan, accounting for about 75 percent of the company's operating income. Currently, it is one of the largest infusion companies in major major infusion companies in China.
 Note: data from the 2016 annual report of huayen pharmaceutical co., inc.
▍ transformation of structure adjustment of industry reshuffle, or worse
From the perspective of drug safety, excessive infusion must be a serious threat to people's health and should be regulated and contained.
China's big infusion industry has essentially shown structural overcapacity. According to relevant data show that domestic infusion products ranging from 60% to 70% is still mainly concentrated in the field of low-end ordinary infusion, high-end products such as dialysis fluid, enteral parenteral nutrient solution, the new type treatment fluids such as few varieties of production.
From the market point of view, the market concentration of large-capacity injection liquid in China is extremely low, and no enterprise has more than 30 percent market share, and the low-end competition homogenization between enterprises is serious.
In terms of the structure of drug administration, the product structure of large infusion fluid is constantly adjusted. "Big head", used for antibiotic drug dosage of solvent for "limit" resistance decreases, namely basic infusion of consumption has decreased, but because of the fluid therapy is indispensable important clinical therapy, in the field of individual and the increase in the amount of fluids, in the past due to peritoneal dialysis fluid infusion categories, such as blood concentrate dialysate and rinses the dosage of a significant rise.
According to research, in the United States, Baxter has a monopoly of 80% of the market in the United States. In Europe, the big infusion market is also largely occupied by three or four major companies. Otsuka has a 50% market share in Japan.
Therefore, experts say that China will have five or six large infusion enterprises in the future. The industry structure transition trend is obvious, industry shuffle is unavoidable.
In the face of industrial restructuring and shuffling, some leading domestic enterprises have different solutions, such as:
The company has continuously reduced the dependence of enterprises on the large infusion solution, strengthened the research and development of new drugs, and continuously expanded the contribution of other categories of drugs to the business income of enterprises.
Huarun twin crane is working on technology and quality upgrading. Enterprises in reducing the infusion of sales revenue accounted for at the same time improve infusion production technology and product quality upgrading, such as enterprise was introduced from Germany in 2009 BFS technology applied in the production of large infusion bottle making, filling and sealing the three separate steps synthesis in a location to complete, and thus reduce the product of the insoluble particles and sediment, help to reduce the probability of heat reaction.
We can see that only those enterprises that are seeking new and changing and constantly responding to new policies and changes in market demand will continue to thrive in competition.
China's big infusion enterprise market is facing structural transformation, the shuffling is accelerating, some enterprises that do not have the market competitiveness will inevitably be eliminated.
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