Medical Network March 15th The China Chamber of Commerce for the Import and Export of Medicines and Health Products recently announced the 2017 list of the top 50 bulk drug export companies. The Medicare Business Council stated in the report: 'Environmental cost of raw material companies continues to rise, prompting supply side contraction, and backward production capacity gradually Withdrawal, the competitive landscape of high-quality companies has continued to improve, and international market share and bargaining power are gradually improving. The increase in the concentration of exporting companies and the increase in export prices are the two main features.
Take advantage to the extreme
Raw material medicines are affected by supply-side reforms and environmental protection pressures, industry concentration is gradually increasing, and leading companies benefit significantly. What are the advantages of TOP5 companies? Zhu Renzong, deputy secretary-general of the Medicare Chamber of Commerce, sorted out these pilot companies’ superior genes to the Medical Economics News reporter. .
TOP1 As one of the leading enterprises in China's pharmaceutical industry, Shijiazhuang Pharmaceutical Group has occupied the top spot for China's APIs export companies for many years. The company's three categories of APIs, including antibiotics, vitamins, and caffeine, all play a decisive role in segmentation. Its position. Among them, Vitamin C production capacity is 40,000 tons/year and caffeine production capacity is 10,000 tons/year, ranking first in the world. The export amount ranks first in China's enterprises. Amoxicillin, 6-APA, 7-ACA, Vitamin Exports such as B12 are also among the top in the country.
With the situation of China's environmental protection supervision, the situation of vitamin excess capacity has changed. Vitamin C's sales prices at home and abroad have risen year-on-year. Export prices have risen from US$4/kg to US$7/kg, and Shiyao Group has benefited from this. Vitamin C The export value exceeded US$200 million for the first time, a year-on-year increase of over 50%, far ahead of other domestic companies. The company adopted a strategy to focus on superior products in the raw material sector, retaining only a few varieties with technological and scale advantages, and achieving world leadership. .
TOP2 Ploy Pharmaceuticals Ployd Pharmaceuticals ranks second in the list of China's bulk drug exporters for two consecutive years, the dominant export product is oxacin (ofloxacin, levofloxacin), antiviral (amantadine, acyclovir) The amount of export of p-hydroxyphenylglycine and its potash salt from the intermediates of Vertan, thamusartan, irbesartan, and synthetic penicillin is relatively large. The company has achieved remarkable results in the integration of the pharmaceutical and chemical sectors, not only in environmental protection Under the pressure to maintain the advantages of raw material drug exports, but also rely on a strong base of raw materials to extend the field of preparation.
TOP3 Huahai Pharmaceutical Huahai Pharmaceutical is the largest in the world hypertension One of the raw material drug manufacturers, the main product, captopril, has enalapril production ranks first in the world, and Shatan’s production capacity also holds a leading position in China. In 2017, the export volume of anti-hypertensive APIs reached US$150 million. , Occupy more than 60% of the company's total exports of APIs.
At present, Huahai Pharmaceutical is still expanding its production capacity of buckwheat raw materials. It is reported that it is building a Losartan potassium production base in Nantong. It is expected that it will further consolidate its dominance in the field of BP raw materials in the future. In addition, the antidepressant API paroxetine Exports have gradually become a scale.
TOP4 Chuangnuo Chuangnuo is China's largest exporter of anti-virus (anti-AIDS-based) APIs. Exports include lamivudine, nevirapine, stavudine, efavirenz and more than a dozen, 2017 The total export value exceeded US$170 million. In addition, the company also exports vitamin raw materials, a small amount of anti-malarial raw materials such as Bendiol and Artemether, and some anti-tumor APIs.
TOP5 Federal Pharmaceuticals With advanced enzymatic amoxicillin production technology, Federal Pharmaceuticals has become China's largest producer and exporter of penicillin raw materials. Major export products include amoxicillin trihydrate, 6-APA, penicillin sodium, etc. More than 200 million U.S. dollars, accounting for 90% of the company's raw material drug exports. Despite strict environmental regulations and anti-dumping investigations in India, the export of penicillin APIs from Federal Pharmaceuticals continues to grow, and as the export prices of related products increase, The profitability of the company's bulk drug business has improved.
'Overall, China's leading exporters of bulk pharmaceutical products have dominated in one or several subdivided product areas. 'In Zhu Renzong's view, companies may have advantages in production processes, high process yield, low energy consumption, and cost. Low; or has the advantage of production scale, large production capacity, low average cost; product through multiple quality at home and abroad standard It is determined that it can meet the needs of customers in different countries. Only by achieving excellence on a single product, can we avoid the harm of 'price war' to a great extent and be invincible in the competition.
Uneven geographical distribution of companies
In terms of statistics, in 2017, there were 11,000 companies operating raw material drug export business, and the top 50 were the leading raw material export enterprises in China. The export volume of APIs exceeded 60 million U.S. dollars, and the total export volume reached 5.98 billion U.S. dollars. China's total export volume of raw material medicines is 20.5%. 'Most companies have achieved rapid growth in their export performance, and individual companies have achieved significant growth rates, such as the growth rate of Shanghai Yaben Chemicals up to 300%. ' The aforementioned experts said.
From a global perspective, China's raw pharmaceutical companies also performed well. According to the US Transparent Pharmaceutical website, the top ten pharmaceutical companies in the global API market in 2016 accounted for 6 seats of pharmaceutical companies in China. Among them, Zhejiang Pharmaceuticals The company has occupied 4 seats in the world's top 10 bulk drug manufacturers.
The uneven geographical distribution of China's bulk drug manufacturing companies is also evident. drug The “species and market analysis report” shows that the manufacturers of APIs and related intermediates are mainly concentrated in areas traditionally developed by the chemical industry, represented by Zhejiang, Shandong, and Hebei. In the API TOP50 list of API companies in 2017, The geographical concentration of enterprises is still evident. For example, Huahai in Zhejiang, Haixiang, Xinhua Pharmaceutical in Shandong, Xinfa Pharmaceutical, etc., all rank well.
New and old products go hand in hand
In the TOP list released this time, most companies in the market for raw material medicines and old varieties continued to show good market conditions, and the development and listing of innovative drugs was also promoted in an orderly manner. The top ranked Shiyao Group continued to optimize its product structure. , The proportion of sales of bulk drugs and pharmaceutical preparations has changed greatly. Zhu Renzong told reporters: 'Stone Pharmaceutical Group has already shifted its development focus to the field of Western medicine preparations. The raw material medicine segment only accounts for 20% of operating revenue. Innovative drugs have become the major source of profits. The company has also achieved a transformation from raw materials to innovative drugs.
Seventh billionth sail medicine While the flagship brand firmly occupies the market, it also invests heavily in innovation. The annual R&D expenditure, both in terms of absolute value and R&D revenue ratio, is at the forefront of the industry. The price of vitamin B5 (calcium pantothenate), the main raw material drug, continues to rise at a high level. The results of drug research and development are also very significant. Lianxun Securities analysts said that its blood tumors and bio-innovative drugs and other areas in the development of product pipelines are rich, currently under research projects 24, which will be announced for the upcoming 2 (Frino His raw materials and capsules, Bortezomib for injection and raw materials), Phase II clinical trials (Compound Codonopsis New Indications, F-627), Phase II clinical (F-637, F-652), , F-627 (Bineuta, Bergerstede, Long-acting G-CSF) is expected to become a super heavyweight product after its launch.
In fact, high-end formulation research and development capabilities have become enterprise Standardization. Ranked 21, Yongtai Technology Co., Ltd. took part in the acquisition of Ambion with 33.75 million yuan. Through the research and development capabilities of high-end preparations of Ambition, it enriched the product structure, accelerated the promotion of internationalization projects, and built a vertically integrated pharmaceutical industry. chain.
Another example is Tianyu Pharmaceuticals ranked 46, related research shows that on the one hand, it focuses on the research, development, and production of raw materials and intermediates of sartan, and reserves a series of sartans and intermediate products, while continuing to research and develop. New products, in-depth study of cardio-cerebral vascular patent drugs, and continue to vigorously develop CMO business, for the international pharmaceutical companies to provide 'custom production' or 'custom research and development + custom production' services, so the higher margin level.
