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- bulk drug, penicillin - pharmaceutical industry by zyzy wang
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- bulk drug, penicillin - pharmaceutical industry |
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Business,Business News,Business Opportunities
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07 bulk API Prices rising sharply out of the wave of market, the current round of price increases from the upstream petrochemical products and other raw materials prices, and environmental standards to improve appreciation of the RMB and other cost factors driving, but then most of the evolution of corporate initiatives for the production of price increases, price moving away from cost-line, long-term market competition leads to capacity focus makes this price increase is possible. Larger profit margins to attract new entrants, some varieties can quickly increase production and break the original balance between supply and demand, prices fall. Determine the length of price cycles is a key factor in the high and low barriers to entry. VB2 has dropped the cost of the current near the line, penicillin industrial salt, VC prices stabilize, VE, VA also continued strong momentum of rise, dexamethasone also raise the possibility of price. We reiterate our view, the bulk API Trends in investment companies are varieties, price and product prices was a positive correlation, if the price is rising channel, will push stock prices up, otherwise stock price may fall. Also needs attention is that with price increases, price increases have been related to listed companies, market capitalization has been over-estimated, the implied investment risk.
Comments: 1, penicillin industrial salt: prices rise slightly after the bottom
07 penicillin industrial salt prices experienced a large drop from and a large 4-September prices and transactions are also very active in export and domestic sales reached 18 U.S. dollars respectively, the highest price / BOU and 150 yuan / BOU, but entering the fourth quarter India and after the output of domestic enterprises, or resumption of production, supply increases, prices have been diving below the end of eight U.S. dollars / BOU and 70 yuan / BOU, return to the previous low round of increases. Entered in 2008, the environmental and raw material prices and other cost pressures have made it China Star, stone medicine, Chinese medicine, and other enterprises have limited production, penicillin price has rebounded a little bit, but overall capacity is still excessive, the late price movements can not be optimistic, expected to be remained stable or increased slightly under the cost-push.
2, vitamin B2 (riboflavin): prices continue to decline, but further downside is limited
Riboflavin is the 2007 price of all the large fluctuations in the largest raw material medicine products, prices peaked in the third quarter (80% feed-level price of about 900 yuan / kg), with enterprise products such as in Shandong Embe production, supply significantly increased, rapidly declining prices, in February 2008 and prices for 80% of riboflavin was only about 220-270 yuan / kg. March 5th Guangji Pharmaceutical Bulletin, the domestic offer dropped to 170 yuan / kg (including tax), close to round up the former 150 yuan / kg level. As prices have been dropping as the cost of the current near the line, late fall further is limited.
3, calcium pantothenate: prices fell slightly, later to be the trend will remain flat to down
Pantothenate prices peaked in 2007 in the then emerging low-cost strategy in Shandong Province under the influence of price movements show flat to down, is about 140-145 yuan / kg. Xin Fu medicine has made major competitors Shandong pantothenate production of its patent infringement lawsuit in evidence but did not work smoothly, the new hair is also still maintain normal production. In addition, the Shanghai Xu Bank has resumed production, but production of smaller, on the overall supply has not yet have a big impact, with new entrants gradually increase production capacity, prices are likely to continue post-calcium pantothenate running flat to down trend.
4, vitamin C: the price rose steadily
Because of environmental pressures can not lead to production release, the recent VC tight supply bulk drugs entered the ranks of several major domestic companies are not in stock, prices are rising, the current price of new orders reached 10 U.S. dollars / kg, compared year increased by 10% or so. VC global demand generally remained at 90,000 tons, while the production capacity over 120 thousand tons, businesses in the past have usually limited production price measures taken to stabilize the market. Overall the market is relatively stable, the price of each company are basically the same, is expected to remain stable or slightly later more likely. I am a professional editor from Chinese Manufacturers, and my work is to promote a free online trade platform. http://www.chinaqualitycrafts.com/ contain a great deal of information about electric toy guitars , lyre back chairs welcome to visit!
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