On March 29, the Chinese herbal medicine index was 1385 points, down 1 point from yesterday, down 0.43% from the highest point of 1391 points in the cycle (2022-03-14), and up 42.05% from the lowest point of 975 points on November 25, 2019. (Note: the period refers to the period from June 30, 2019 to now)
According to the price monitoring of the SunSirs, in mid March 2022, there were two kinds of rising commodities and five kinds of falling commodities in the price rise and fall list of the medicinal material industry. The main varieties that rose were forsythia (+ 2.07%), Angelica (+ 0.95%), and the main commodities that fell were Panax notoginseng (- 3.78%), medlar (- 3.06%), honeysuckle (- 1.72%), astragalus (1.23%), Codonopsis pilosula (- 0.83%); The main stable varieties are: Ophiopogon japonicus.
1、 The market of traditional Chinese medicine in SunSirs rose and fell this month (yuan/KG)
|Product Name||Specifications||Price at the beginning of the month||Month end price||Fluctuation range|
|Forsythia suspensa||Henan qingshuizhu||120.5||123||+2.07%|
|Henan qingshuizhu||Gansu gradeless||42||42.5||+0.95%|
|Ophiopogon japonicus||Sichuan gradeless||66.5||
|Flos Lonicerae||Hebei gradeless||145||142.5||-1.72%|
|Codonopsis pilosula||Gansu gradeless||48.2||47.8||-0.83%|
Weak inventory and strong Forsythia Market
According to the monitoring of the SunSirs, with the decline of the supply of goods, the attention of businesses has increased again, and the movement of the supply of goods has accelerated. Affected by this, the forsythia market is strong and rising this month. The asking price of green Forsythia boiled goods is about 120 yuan, and the price has increased by 2.07% compared with the beginning of the month.
From 2017 to 2021, the production of young Forsythia has been reduced for five consecutive years. Of course, the extent of production reduction has a certain degree. The total output of Qingqiao in normal years can reach 9000-10000 tons, while the total output has decreased greatly due to the reduction of production due to disasters since 2017. According to statistics, the total output of young Forsythia in 2021 is only 3500 tons, some say 2500-3000 tons. Forsythia suspensa, as an epidemic variety for clearing heat, detoxifying and cooling blood, has attracted strong attention from market merchants. Taking Lianhua Qingwen capsule and Zhendong pharmaceutical as the main products, Forsythia suspensa consumes more than 5620 tons only through Chinese patent medicine channels every year. In addition, the channels of decoction pieces and extracts are about 2000 tons per year, and the annual demand of Forsythia suspensa exceeds 8000 tons. According to statistics, as of February 25, 2022, the total stock of major markets and producing areas is less than 1000 tons.
The current inventory of Forsythia suspensa is the weakest year in recent years. At present, it is difficult to organize large goods in the production area and market. The supply of goods is concentrated in the hands of individual large households, and most businesses have empty positions. In the face of high price Forsythia suspensa, businesses focus on whether there is "late spring cold" because its existence is directly related to the market trend of Forsythia suspensa. According to the practice of previous years, Forsythia suspensa enters the flowering period at the end of March and the beginning of April. Generally, fruit setting begins in about 20 days. According to the time node, the key period of Forsythia suspensa is around May Day.
The future abnormal weather changes will be the focus of attention in the future. If the late spring cold reappears, it will also set off the market for Forsythia suspensa with weak inventory. If there is no abnormal weather, we should also pay attention to the output and demand of new goods this year.
With sufficient inventory, the market performance of Angelica sinensis was flat
According to the monitoring of SunSirs, due to sufficient inventory, the market performance of Angelica sinensis is flat. At present, the price of Angelica sinensis in Gansu is 40-45 RMB/kg, up 0.95% from the beginning of the month.
Angelica sinensis has been low-cost for many years, farmers' planting enthusiasm is not high, and the planting area is reduced. In addition, the Qinghai government restricted the cultivation of traditional Chinese medicine and increased the planting area of grain, which further led to a new reduction in the annual output of 2021. Secondly, there is a tight demand for qualified agricultural residues of Angelica sinensis. The local inspection qualification rate of agricultural residues of Angelica sinensis in Minxian County, Gansu Province is low, so many decoction pieces factories have to purchase from Ningxia and other places. The high cost of logistics leads to the strong operation of Angelica sinensis market.
Recently, affected by social and public health events, there is no demand for goods from foreign merchants in Minxian market. Local operators and processors purchase Angelica pharmaceutical factory and small and medium-sized goods sources on demand, and the purchasing intensity is not strong. The overall trading slowed down and the transaction price was weak. The transaction price of Angelica drug factory is 35-36.5 RMB/kg, the transaction price of Angelica small strip is 37-38.5 RMB/kg, and the transaction price of Angelica medium strip is 39-41 RMB/kg; The transaction price of Angelica large strip (good strip) is 42-45 RMB/kg.
With the deepening of new production, Sichuan Ophiopogon japonicus game
According to the price monitoring of the SunSirs, Ophiopogon japonicus this month is in the period of new production. With the deepening of new production, the listing volume increases and the price fluctuates. At present, the unified price of Sichuan Ophiopogon japonicus is 65-68 RMB/kg.
The root erosion of Ophiopogon japonicus occurred due to too much rain last year. Many merchants believe that the unit yield of Ophiopogon japonicus will be reduced this year. However, with the opening of the new production prelude, the actual particles of Ophiopogon japonicus produced this year are full, and the average yield per mu is higher than that in 2021. With the deepening of production, the listing volume of Ophiopogon japonicus increases, and businesses enter a wait-and-see state. The market change of Ophiopogon japonicus is in the game between purchase volume and business psychology.
In recent years, the price of Ophiopogon japonicus has been very low, and the growers have lost money, so that the medicine is cheap and hurts the farmers. With the low price in recent years, growers in poor Shandong producing areas can not bear the huge pressure of such a low price. Most farmers abandon their seeds and go out to work, so the planting area has decreased sharply. After digestion in 2020 and 2021, the epidemic situation is extremely serious in the past two years. The consumption of Ophiopogon japonicus has increased sharply, resulting in a small inventory. After the peak sales in the first quarter of 22 years, the inventory has been basically sold out. In addition, due to the serious natural disasters in the summer and autumn of last year, there will be a gap or huge gap in this year's Ophiopogon japonicus.
Sichuan Ophiopogon japonicus has a large output of new goods this year. Coupled with the impact of aging inventory, operators and retail investors mostly hold a wait-and-see attitude. At present, Sichuan Ophiopogon japonicus has entered a new peak of production, and the listing volume of goods has increased. According to the analysis of business society, the price of Sichuan Ophiopogon japonicus will fluctuate normally in the later stage.
Excessive production capacity and inventory, and the market of Panax notoginseng is weak
According to the price monitoring of the SunSirs, the market supply of Panax notoginseng is relatively sufficient, the sales situation is still not ideal, and the market is weak. The price of 120 heads of Panax notoginseng in Yunnan is 108-120 RMB/kg.
The excessive production capacity and inventory of Panax notoginseng, coupled with the recent decline in the demand for raw materials of Panax notoginseng at the industrial end, has led to the continuous downturn of Panax notoginseng price and serious upside down of cost. The policy supervision has become stricter, the decoction factories have been frequently inspected, the GMP qualification has been revoked by hundreds, and many traditional Chinese medicine injections have been restricted. Panax notoginseng is now facing a worse living and development environment than in 2015.
The stock of Panax notoginseng is still a market in which supply exceeds demand. In addition, the impact of social and public health events on the circulation of Panax notoginseng and the impact of economic recession on consumption. Although the price of Panax notoginseng has been at a historical low, the analysis of business society believes that it is still difficult for Panax notoginseng to perform better or operate weakly.
Chinese wolfberry market began to go "downhill"
According to the price monitoring of SunSirs, the market of medlar fell slightly this month. At present, the price of 380 medlar in Ningxia is about 48 RMB/kg, down 3.06% compared with the beginning of the month
In the twinkling of an eye, the weather began to warm up and the temperature was gradually rising. At the same time, it also meant that the sales of medlar began to enter the off-season. Recalling the performance of Lycium barbarum since its new production last year, it has always been tepid; Even in the peak sales season at the end of last year, the market sales were still flat, and the market did not make a difference under the "bull market". There are various signs that the market of medlar may begin to decline.
Since the outbreak of the epidemic in early 2020, although China's control over the epidemic has been very rapid and effective; However, the epidemic situation abroad is still very serious, which has a great impact on import and export trade, resulting in the reduction of Lycium barbarum sales. At the same time, affected by the recent wave of market, the production of Lycium barbarum has strengthened management, and the production has recovered rapidly; The planting area is also expanded in the production area, so that the yield of Lycium barbarum is increasing year by year.
At present, the price of Lycium barbarum / kg is about 280 yuan / grain in Ningxia, and the price of Lycium barbarum / kg is about 48 yuan / grain in Qinghai. At present, the price of Lycium barbarum / kg is about 380 yuan / grain. At present, Lycium barbarum operators are willing to ship goods, and the market inventory is still huge; The market began to decline slightly. According to the analysis of business society, the market of medlar may start to go "downhill".
The supply of goods is stable and the market of honeysuckle is weak
According to the monitoring of the SunSirs, the unified price of honeysuckle in Hebei is 140-145 RMB/kg, down 1.72% compared with the beginning of the month.
Stimulated by public health events in recent years, the good market has stimulated the growing enthusiasm of growers, further expanded the production area, and the total amount of honeysuckle is large. The supply of honeysuckle market is stable. Affected by social and public health events later this month, the demand for honeysuckle increased, the market of Shandong origin was closed, and many merchants went to Hebei origin to find goods, which accelerated the distribution of honeysuckle supply, and the business operators are optimistic about the future market. However, the current supply and demand side of honeysuckle has sufficient inventory, which is close to the new production in May and June. The holder has a strong willingness to sell and cash, and the price has not changed significantly.
The market supply is sufficient, and the market of Codonopsis pilosula is running steadily
According to the monitoring of the SunSirs, dangshen has business consultation and purchase. The source of goods is not moving fast, and the market source of goods is traded in small quantities. At present, the unified price of Dangshen in Gansu is about 46-50 RMB/kg, a slight decrease of 1.23% compared with the price at the beginning of the month.
Last year, the price rise of Dangshen was greatly affected by the weather, and it must be stored in the frozen warehouse. The storage cost is high. In addition, it has not started to plant seedlings this year, so the output cannot be estimated.
This month, the overall transaction of Dangshen in Min County, Dingxi City, Gansu Province was flat, and the price remained stable. At present, the selling price of small strips from the origin is about 35 yuan, and the selling price of small and medium strips is about 45 yuan; The selling price of the pieces passing three sieves in the producing area is about 58 yuan, and the selling price of the pieces passing four sieves in the producing area is about 68 yuan. Later, the city merchants pay more attention to it.
The price of Astragalus membranaceus is relatively low
According to the monitoring of the business agency, there are sufficient supply sources in the market at present, and the sale of Astragalus membranaceus is general. The price bidding of the holders remains stable compared with the previous period. At present, the unified price of Astragalus membranaceus in Gansu is 14-17 RMB/kg, a slight decrease of 0.83% compared with the price at the beginning of the month.
There is a large number of new products from Astragalus origin on the market this month, but there are not many transactions. The market of decoction pieces fell by 1-3 yuan compared with that before the market opening this year. The price of round pieces with a diameter of 0.8-1.0cm is about 52 RMB/kg, and the price of selected nail pieces with a diameter of 1.0-1.2cm is about 77 RMB/kg. The new output of Astragalus produced last year has not decreased, and the inventory of old goods has not been digested. The business society expects that the market in the later stage may decline slightly.
2、 Comprehensive market evaluation and prospect this month
Judging from the flow of people and trading volume in the northern Chinese herbal medicine seedling seed market in March, the supply and sales of seedling seeds this year are not as smooth as expected, and even some varieties are unsalable. There are no special varieties in the herbal medicine market this month, mostly with a slight concussion trend. In the planting time of this spring, although the planting enthusiasm of drug farmers is higher than that of last year, it is far from the popular seedling planting and trading period in previous years.
The State Administration of traditional Chinese medicine jointly issued the announcement on the production quality management norms of traditional Chinese medicine. The new version of gap for traditional Chinese medicine has been released, which puts forward norms in the production quality management of traditional Chinese medicine, especially higher requirements for quality management. Therefore, practitioners must take quality as the core and energy conservation and efficiency enhancement as the means to seek benefits from management, make efforts to improve quality, improve quality, energy conservation and efficiency Realizing enterprise and social values is the last word.
According to the needs of the current situation, the market towns in some areas have basically suspended the trading of traditional Chinese medicine, resulting in the temporary obstruction of the inflow of goods from some producing areas into the market, and the overall external sales volume is indeed lower than that of last year. In the current complex state, the actual terminal demand of some varieties has also slowed down. It seems that the all-round rising year of 2021 has passed, but perhaps after the epidemic gradually subsides, the market of traditional Chinese medicine in a good environment may continue to improve.
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