Table 2017 Top 10 billion dollar single-brand export
Figure exports in 2017 accounted for the proportion of exports
Medical Network April 24th As the world's largest raw material drug exporter, China's global drug The supply chain holds an important position. Recently, the 80th China International held in Shanghai medicine At the API/Intermediates/Packaging/Equipment Fair, General Manager of Beijing Dongfang Bit Technology Co., Ltd., Wu Huifang, Principal Investigator of Health Network, and Shen Xianji, Deputy Director of the Expert Committee of China Chemical Pharmaceutical Industry Association (hereinafter referred to as the “China Pharmacy Association”), Analyzed the export data of some APIs in China in 2017. They pointed out that at present, China’s exports of some APIs are increasing in price, which is exactly the result of structural reforms on the supply side.
Exports increased by a new high
In 2017, the export of raw material and pharmaceutical products in China was approximately US$24.1 billion, an increase of 11% over the same period of last year, and the growth rate was the highest in the past five years. 'Because of strict environmental supervision and rising costs, since the second half of 2016, The more varieties of APIs, the more expensive. In 2017, the market for APIs showed a general upward trend, which led to a significant increase in the export revenue of APIs. ' Wu Huifang explained.
The growth of export revenue has partially been reduced enterprise The pressure of rising costs has contributed to the profits of the company. According to statistics of the China Pharmacy Association brought by Shen Xianji, in 2017, China’s main raw material pharmaceutical production enterprises realized main business income of 499.17 billion yuan, a year-on-year increase of 14.7%. The realized profit was 43.61 billion yuan, an increase of 13.7% year-on-year; the export delivery value was 64.06 billion yuan, an increase of 9% year-on-year.
Throughout the four major raw material fields of vitamins, antibiotics, amino acids and sweeteners, in addition to antibiotics, there was an overall trend of 'price and price rise', and it was more direct to track the performance of varieties in terms of exports. Shows the improvement of the quality of the development of raw material pharmaceutical industry in China. According to Shen Xianji, of the 92 chemical medicine products tracked by the China Pharmacy Association, the overall export volume of APIs and intermediates increased by 12.9%, and the export value increased by 20%. The average price increased. 6.3%. health The network followed thousands of API (intermediate) single species. Wu Huifang’s analysis found that in 2017, there were 37 varieties with an export value of over US$100 million, an increase of 3 over 2016. US$100 million worth of single-variety exports A total of 98.407 billion US dollars, accounting for 53% of the total exports of tracking products.
Behind the increase in the overall export volume of APIs is the increase in the strength of enterprises (institutions). According to Wu Huifang, of the 5,262 API exporters, 32 companies have US$100 million in exports, and the total exports amount to nearly US$4.7 billion. 24% of the total amount.
High prices of vitamins fall back
Compared with the previous year, exports of major vitamin products increased substantially in 2017. Exports of 9 varieties out of 10 have increased in varying degrees. Only the export prices and exports of folic acid have fallen at the same time. Wu Huifang analyzed that The increase in exports of vitamin C, vitamin B1, and calcium pantothenate was mainly due to the increase in prices; while the increase in vitamin B6, vitamin B2 was due to the increase in export volume.
According to Shen Yinji, vitamin C and salt prices ended at a trough of around US$3.5 per kilogram over the past five years. In 2017, the price per kg was US$4.41, US$5.72, US$6.38, and US$7.07. The average annual price was 5.91 US dollars per kilogram, the cumulative average price increased by 79.9%.
Looking back at the changes in vitamin C prices since 2011, Wu Huifang used 'Kuganganlai' to evaluate the increase in vitamin C prices in recent years. However, in view of the rise and fall in the price of vitamin C in the past 10 years, she believes that the price of vitamin C in the following years It will decline slightly, but it will remain in a relatively reasonable price range. She analyzes that environmental protection is rigorous, costs are rising, and production is limited. Reasons why prices continue to rise, but new start-up companies' vitamin raw materials will be shipped, and the market supply will be It has increased. At the same time, the total export value of vitamin C API has reached the highest value in history. Therefore, the price of vitamin C will decline slightly thereafter.
On the whole, vitamins APIs maintained reasonable prices in 2017, and some vitamins have little ups and downs. Despite the vitamin B12 (cyanocobalamin), the price of vitamin E has experienced a sharp rise, but it will soon return. Among them, cyanocobalamin at the end of 2017 The price has soared. The export price has reached US$5,000 per kilogram. The highest quotation has exceeded 10,000 U.S. dollars per kilogram. However, with the increase in market supply after the Spring Festival and the completion of the main project of vitamin B12 project of Zhaobei Biological Fermentation Base of North China Pharmaceutical, the price of vitamin B12 has been presented. Downward trend.
Antibiotics are flat
Compared with the eye-catching performance of vitamins, the performance of raw materials such as penicillins and cephalosporin 7-ACA was slightly flat.
According to Wu Huifang, several major varieties of penicillin APIs include amoxicillin, 6-APA, and penicillin industrial salts. Compared with 2016, the number of penicillin APIs exported in 2017 decreased by 2%. Among them, amoxicillin and The export volume of industrial salt was basically the same as that of the previous year; the export volume of 6-APA decreased by 7%, from 11327 tons to 10,506 tons. From the price point of view, the export price of penicillin APIs began to rise from the second half of the year and reflected in the annual average. At the price, the prices of industrial salt and 6-APA increased by 13% and 5%, respectively, and the price of amoxicillin slightly decreased. Due to the superposition of quantity and price changes, the export of penicillin APIs did not increase significantly, even the amount of 6-APA due to the Decreased, exports fell by 3%.
The performance of cephalosporins was not outstanding. In 2017, the export volume of the three 'big head' 7-ACA of cephalosporin raw materials decreased to 1,266 tons, which was a year-on-year decrease of 3%, but due to the 5% increase in export prices. The annual export volume increased by 2% to USD 66.94 million. The ceftriaxone coarse powder 'same volume price' increased, the export volume and price both increased by more than 10%, and the export value reached US$ 74.43 million, which was a year-on-year increase of 35. %. The increase in export of ceftriaxone sodium exports is similar to the decrease in export prices. The combination of the two effects reduced the export value by 1% to 83.83 million US dollars. Overall, the export volume of cephalosporins was slightly reduced, but the export amount was slightly increased. increase.
Characteristic product pattern has changed
Wu Huifang also analyzed the changes in the export pattern of China's specialty APIs.
The earliest statins brought to the Chinese company's impressive performance ignited the R&D and production enthusiasm of specialty APIs in China, but its product pattern has changed in recent years. Simvastatin, Lovastatin, Pravastatin, Beauty The export value of the four old fermented products of statins has gradually shrunk, and new synthetic products such as atorvastatin and rosuvastatin have rapidly increased in volume, and the export volume has reached three times the former. From the export data of 2017, a Both atorvastatin and rosuvastatin are growth hotspots, with export volumes reaching more than 800 tons and more than 400 tons, respectively, while their price decline has slowed.
Sartan is the largest class of antibiotics on the global market hypertension Drugs and product families are huge. With the successive expiration of patents for several products, the export volume of such APIs continues to grow. The exports of Losartan and Valsartan have reached the scale of 900 tons and over 700 tons respectively, together with their intermediates. It reached the scale of thousands of tons. In 2016, the export value of all raw materials for Sartan was more than 300 million U.S. dollars, among which the export value of Valsartan and related intermediates exceeded 500 million U.S. dollars, and other products also had 100 million U.S. dollars.
Losartan raw material medicine is the earliest listed Sartan bulk drug product, Valsartan bulk drug is currently the largest terminal demand for Sartan bulk drug products, both of which rank among the top exporters of Sartan bulk drugs. In addition, Timimeter Exports of sartans and candesartan are growing rapidly, and olmesartan’s patent expires in 2016 and will enter a period of rapid growth thereafter.
