Medical network - on February 17, traditional Chinese medicine (TCM) industry thinks, Chinese herbal medicine price will step into a new round of rising cycle. However, the upstream raw material prices also brings to the middle and lower reaches of the enterprise cost pressure, we have learned, many listed companies in Chinese traditional medicine will be an increase in the price of some products in 2017; And fully stocked and holding exclusive varieties of traditional Chinese medicine enterprises, is expected to further enhance performance
Unlike the stock market are calm, 2016 of drug market is rising. In 2017, Chinese traditional medicine can be extended gains, become the focus of market attention. Recently, the Shanghai newspaper reporters from several listed companies in Chinese medicine and traditional Chinese medicinal materials suppliers understand that part of the Chinese herbal medicine is expected to continue rising trend this year. In the drug market pursued "a small rose five years, 10 years of a rally" cycle, the climax of the next wave of price cycle should be occurred in 2018. Last part of the Chinese herbal medicine price rise "in advance", or the fourth round of rising cycle for the drug market trumpet.
Four factors driving Chinese medicinal materials rise in price
The Chinese herbal medicine price in the doldrums after three years, finally picked up in 2016. Last year, according to the rapid development of Chinese medicine industry and capital under the impetus of the strong intervention, reflect domestic drug market fluctuations of comprehensive index of the major 200 varieties, has experienced the led, rose and catch up three stages. With notoginseng, among them, evodia rutaecarpa and atractylodes represented by a number of Chinese medicinal materials, double years gains have been even more than three times.
Recently, the reporter learns through many interviews, some Chinese herbal medicine price is expected to continue rising in 2017. Learned, notoginseng, recent market supply of goods received good digestion, operators of late higher expectations, psychological enhanced rised, prices rising. The demand of notoginseng has accelerated growth in recent years, in 2017 is expected to reach 25000 tons. Demand to a certain extent also will further stimulate the rise in prices.
Traditional Chinese medicine experts concrete analysis, points out that large breed such as licorice, astragalus membranaceus, although the region widely, but the price is too low, a slight upward space; Radix bupleuri, rhubarb, these varieties will be polarized obviously, high content of effective components quality cargo less expensive, but low-quality goods production areas, expand the price rut, even poor; This year, the overall market is still bullish, scutellaria baicalensis georgi entities business opportunities. Bozhou, anhui province, other varieties of alternaria alternata herbs radix paeoniae alba, also will be capital chasing varieties.
For the cause of Chinese medicinal materials prices, the reporter understands from many Chinese medicine listed companies interview, there are four main driving factors: one is affected by Chinese traditional medicine industry as a whole cycle; The second is policy good benefit the whole industry chain of traditional Chinese medicine; 3 it is to drive market demand and capital; Part four is affected by natural disasters, Chinese herbal medicine have cut prices expected.
Development prospects attract industry capital
Industry is generally believed that Chinese medicine, Chinese herbal medicine prices was mainly affected by large cycle. The price of traditional Chinese medicine has been low since 2012, at the same time other agricultural prices are rising, and the price of Chinese medicinal materials are not seen. In 2016, part of the Chinese herbal medicine price rebound is complied with the development of traditional Chinese medicine cycle. Cycle of drug market has "a small rose five years, 10 years of a rally", back in the 1988 years since the drug market after three rounds of price cycles can be expected, the next round of price increases cycle or appeared in 2018, and 2016 part of the traditional Chinese medicinal materials prices also is regarded as a warm-up.
Support traditional Chinese medicinal materials prices rose again one of the strongest power is, since 2016, the country has been the development strategy of traditional Chinese medicine outline (2016-2030) ", "" much starker choices-and graver consequences-in planning development of Chinese medicine", "China's traditional Chinese medicine" white paper guidance documents, such as release of dividend policy. Among them, the traditional Chinese medicine "much starker choices-and graver consequences-in planning" put forward by 2020 to achieve all services of traditional Chinese medicine, push up the Chinese herbal medicine raw material requirements. For industry capital opened the investment policy at the same time, space, strong inflows of capital drug market direct stimulation of the Chinese medicinal materials rise in price. In addition, the common people of traditional Chinese medicine health care consciousness enhancement, the formation of traditional Chinese medicine the larger market demand space.
There is also a factor can not be ignored is that natural disasters caused by production also brought inflationary expectations. Industry is usually as "fuse" of drug market prices and natural disasters in 2016, notoginseng, pseudostellaria root, dangshen, etc varieties have both rose is affected by the main producing area of natural disasters. In the context of the present, may be affected by the pollen in March, the weather and cut prices of medicinal materials have forsythia, bitter almond, peach kernel and platycladi seed, raspberry fruit such as medicine. Is calendar year, each pollen weather, are lit forsythia prices cause, and the price is higher than a have risen at a time. |
