Recent chemical raw materials and herbs price tracking data

Recent chemical raw material and medicine price tracking data Our view:
Penicillin industrial salt: 3 yuan/BOU this week, the current average price is 60 yuan/BOU.
Amoxicillin: Up 15 yuan/kg this week, currently quoted at 205 yuan/kg.

On May 25, Amoxicillin from the federal pharmaceutical company quoted 205 yuan/kg. On May 26th, penicillin industrial salt of Shijiao and Huaxing took the lead in rising prices, and the external quotation reached 65 yuan/BOU (quotation). Huayao and Harbin Pharmaceutical have no current quotation.

We believe that there are three main reasons for the rise in penicillin-related products: 1. During the 64th Harbin Raw Materials Conference, businessmen and manufacturers had already thought that the bottom of the market for penicillin had come. Commercial enterprises were concerned that the price increase was too fast as last year. Therefore, the goods were fully ordered and stockpiled, resulting in tight supply of penicillin products. It is also adopting a strategy of temporarily stopping orders and quotations to push up market prices. It is expected that this situation will not be eased until the CPHI International API Conference is held in Shanghai. 2. Recently, the trade volume of penicillin industrial salt, 6-APA, and amoxicillin are relatively large, and the inventory of manufacturers has been reduced correspondingly. 3. Due to the abnormal climate this year, the prices of foods have risen sharply, leading to a substantial increase in the cost of raw materials such as corn and starch, which are major raw materials for the production of penicillin, and various manufacturers have raised the prices of downstream products. Currently penicillin industrial salt is in the implementation of pre-orders, related companies are actively preparing for the Shanghai CPHI on June 2nd, the future trend depends on whether the sales volume of preparations and international purchasing power will be enlarged to support this round of gains.
7-ACA: Maintain the offer at 950 yuan/kg, and it is expected that prices will fall in the future.

Due to the shortage of 7-ACA and higher prices in the first half of this year, the production of cephalosporin raw materials was limited and the cost increased. This further promoted the development of 7-ACA for each company and did not expand production. Such as: Huayao times on the enzyme 7-ACA, has products, about 30 tons per month; health yuan Jiaozuo, Lukang medicine, Shanxi Weiqida expansion 7-ACA; Guangdong Liguo new on 7-ACA project, Shenzhen Xinglitai also seeks cooperation in Shandong, and Fukai Pharmaceutical Enzymes 7-ACA is also expanding production. We believe that at present, 7-ACA has started to have a small amount of inventories. In the future, it will seriously oversupply and prices will face downward pressure.
VD3: This week's drop of 50 yuan/kg to 220 yuan/kg is in line with our previous forecast.
Due to the weak demand, the increase in supply led to a further decline in prices.
VB2: Maintained 138 yuan/kg this week, and the price is expected to continue.

Since the mid-May cost of boosting factory prices, market volume has been magnified compared to other vitamin varieties. In the absence of significant improvement in terminal feed demand, manufacturers have better control over the supply of goods, and some manufacturers stop reporting, resulting in a strong market price. However, some dealers and end-users have a large inventory of low-priced products in the early days, and in the later period, under the measures for manufacturers to stop reporting control of goods, prices are expected to remain strong, but it is difficult to climb again.
VC: Up 5 yuan/kg to 55 yuan/kg this week.
VC prices have been declining since the end of March, reaching a low of 50 yuan/kg last week. The price rebounded slightly this week, but in the oversupply situation, the future trend is still uncertain.
VE: This week, a drop of 2 yuan/kg to 148 yuan/kg, the price is expected to stabilize in the late period.

On May 27th, BASF announced that it will raise the feed-grade VE quotation, which will increase by 0.8 euro per kilogram on the previous basis. The price increase is mainly due to changes in exchange rates and does not affect the contracts signed in the previous period. Prices in the European market have strengthened, and some domestic exports to domestic markets may reduce the supply of low-priced goods. In the absence of dealers and user stocks, domestic prices are expected to stabilize and pick up.
Investment advice: In the near future, we propose to continue to configure Zhejiang Pharmaceuticals and Xinhe Cheng. Pay close attention to the price trend of penicillin series products at Shanghai CPHI International API.

Kegel Ball

Spice Novelties Co.,Limited , https://www.wholesale-adult-toys.cn

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