Latest Overall Supply Report(20211108-20211112)

2021-11-08

— November 8th —

1) Since November 5, Zhejiang Medicine (ZMC) has raised the price of domestic Vitamin E of the same material grade to RMB 108 / KG and domestic feed grade biotin a to RMB 360 / KG. So far, the domestic transaction price of VE is RMB 89-93 / kg and the export transaction price is USD 12-12.5/KG.

VA1000 Europe is at EUR 70-75, domestic export is at USD 72-75, and domestic VA500 transaction is at RMB 290-300. With the increase of ZMC quotation, the market transaction price is expected to rise slightly.

2)Valine is mainly delivered by domestic manufacturers and signed in limited quantities. The price of Valine in the trade market is RMB 25.0-28.0/KG, and the local price is slightly higher, but the purchase and sales are relatively low. At present, the European market price is converted into RMB 40.77-51.88/KG, which is quite different from the domestic market price.

 Recently, the price difference between corn and wheat has narrowed, and the feed consumption of wheat has decreased month on month. To a certain extent, it is bad for the addition of terminal Valine consumption, which is not conducive to the increase of terminal consumption after the price rise.

3) Jinhe Biotechnology Co., Ltd. recently obtained the invention patent certificate issued by the State Intellectual Property Office: the patent name is "a variety of Corynebacterium Glutamate engineering bacteria, its application in the preparation of L-tryptophan", and the patent number is ZL201911138308.1.

4) Guobang Pharma announced that Dongying pharmaceutical, a wholly-owned subsidiary of the company, has received the CEP certificate of cefprozil API issued by the European drug quality administration. The certificate obtained this time shows that the quality of the API is recognized and affirmed by the European regulatory market. As of the announcement date, nine varieties in Guobang, including Azithromycin, Clarithromycin, Ciprofloxacin hydrochloride and Enrofloxacin, have obtained CEP certificates.

5) Recently, the signing ceremony of strategic cooperation between Sinopharm investment and Huawei was held in Shanghai Sinopharm holding building. According to the agreement, the two sides carry out in-depth strategic cooperation in building new pharmaceutical retail, intelligent manufacturing and digital transformation, so as to help realize the health China strategy and better meet the medical and health service needs of its people.

6) Recently, the "Back box" system of intelligent supervision of drug production in Zhejiang Province was launched in Apeloa Pharmaceutical Co., Ltd. Since then, the company's drug production has started a new journey of "digital supervision" of the whole chain. "Black box" project is a digital reform measure in drug production.

In the data center machine room of Apeloa Pharmaceutical, the "Black box" used to receive and store key data is placed in the special cabinet for enterprise data management to automatically collect the key parameters affecting drug quality collected from the production source of the enterprise. This small box centrally manages the key parameters of the drug production process, which can be said to be "a box of tube data".

7) On November 5, Yongan Pharmaceutical announced that the manufacturing method of Taurine had recently received a patent certificate issued by the Japan Patent Office.

The patent certificate "manufacturing method of Taurine" issued by the Japan Patent Office, the invention patent certificate "a method for preparing Taurine" (announcement on obtaining invention patent certificate No.: 2018-01) issued by the State Intellectual Property Office of China in 2018, and the invention patent certificate issued by the Ministry of law and human rights of the Republic of Indonesia A method for preparing Taurine (announcement on obtaining Indonesian patent certificate, Announcement No.: 2020-35) is the same method.

— November 9th —

1) With regard to Folic Acid, on November 8, Nantong Changhai Food Additive Co., Ltd. raised the quotation of Folic Acid again due to the rapid rise of upstream chemical raw materials. The RMB price is RMB 502 / KG and the USD FOB price is USD 69.5/KG. The price is valid until November 12.

2) As for Tryptophan, according to the market, the overall transaction price of Tryptophan manufacturers is RMB 58-60 / KG, some signed orders in December, and the manufacturer's export FOB price rose to USD 8400-8600 / MT. The quotation in the trade market is RMB 61-64 / KG, some of which are slightly higher and the purchase and sales are weak.

3) Recently, CFSA was entrusted by the National Health Commission to apply for the inclusion of sugarcane extract and Bifidobacterium longum subspecies BB536 in new food raw materials in accordance with the provisions of the Food Safety Law and the Administrative Measures For The Aafety Review Of New Food Raw Materials. It is reported that the relevant information has passed the technical review of the expert review committee.

4) Recently, Cargill has completed the USD 100 million expansion of Yopougon, a cocoa processing plant in C ô te d'Ivoire, making the plant the largest single cocoa grinding plant in Africa. It is reported that the plant expansion, including the enhancement of infrastructure and the improvement of safety performance, can not only increase the on-site production capacity by 50% and increase Cargill's Cocoa grinding capacity, but also create nearly 100 full-time local jobs and hundreds of indirect jobs.

5) Huahai Pharmaceutical announced that recently, the company received a notice letter from FDA on the closure of the warning letter, which informed that FDA had completed the review of the rectification measures submitted by the company for the warning letter. It mainly involves the company's South Sichuan API production base, involving 29 products of API. The notice is conducive to the lifting of the ban on the U.S. market and the gradual recovery of sales of Huahai pharmaceutical. At the same time, it will play a positive role in the approval of the company's new products and boost the company's performance.

— November 10th —

1) As for Vitamin A, according to market news, DSM has raised the price of feed grade VA to RMB 400 / KG since November 9. Up to now, the domestic transaction price is about RMB 290-300, China's VA1000 export is USD 75-78, and the local price in Europe is EUR 70-75 / KG. With the increase of DSM quotation, it is expected that the VA market price will rise to a certain extent.

2) About Vitamin K3, export inquiries have increased recently, and the transaction price has risen rapidly. Following the continuous price increase of the factory in October, the market inventory has also been digested rapidly. The current market price of MSB is 140-155 / KG and MNB is 170-185 / KG. Channel inventory is low, factory delivery is tight, and subsequent prices are expected to rise further.

3)  Sinopharm Weiqida Pharmaceutical Co., Ltd. plans to invest RMB 1 million 278 thousand and 100 to increase some equipment and facilities by using the plants and equipment of the enzyme production line in the second workshop of API of Shanxi Xinbaoyuan Pharmaceutical Co., Ltd., so that the enzyme workshop can produce 1000t / a of y-Aminobutyric acid (GABA) and 215t / a of natural Astaxanthin (ASTA).

4) Hebang Biology recently said on the investor interaction platform that the methionine project of the company was carried out normally as planned, the current round of defect elimination had been completed, and the ignition and start-up were successfully started on November 3, 2021. According to the start-up process, it was in normal progress, and it has been opened to the methyl mercaptan process section!

5) Recently, Zhejiang Apeloa Tospo Pharmaceutical Co., Ltd., a wholly-owned subsidiary of Apeloa Pharmaceutical Co., Ltd., received the CEP certificate of Cefixime API issued by the European drug quality administration. Cefixime is the third generation cephalosporins with wide antibacterial spectrum and good efficacy. It mainly prevents bacterial reproduction by destroying bacterial cell wall, It has significant therapeutic effect on respiratory infection caused by sensitive bacteria. The successful acquisition of CEP certificate will help the company further expand the international market and play a positive role in future business performance.

6) On November 9, the National Development and Reform Commission and the Ministry of Industry and Information Technology issued the Notice on the implementation plan for promoting the high-quality development of API industry, and accelerating the new situation Step down the high-quality development pace of API industry and promote the improvement of core competition of pharmaceutical industry power. Among them, the implementation plan proposes to closely track the change of clinical medication structure

The trend of industrialization, vigorously develop characteristic APIs and innovative APIs, and improve new products Proportion of high value-added products. Promote the large - scale and intensive development of API production.Encourage advantageous enterprises to become bigger and stronger and enhance industrial concentration.

— November 11th —

1) As for Lysine, Meihua group's 98% Lysine foreign trade non EU quotation FOB USD 1850 /MT, increased by USD 50 /MT, equivalent to RMB 13300 /MT, EU quotation FOB USD 1950 /MT, increased by USD 50 /MT. 

And 70% Lysine foreign trade quotation FOB USD 1350 /MT, increased by USD 100 /MT. Recently, due to rain and snow in the north, Tongliao has experienced heavy snow in 70 years, which has a serious impact on logistics and delivery, It is expected that the factory delivery will be relatively difficult in the later stage.

2) As for Vitamin E, after ZMC raised the domestic price of VE to RMB 105 / KG on November 5, the domestic market is temporarily stable, and the international market begins to change. This week, the export inquiry orders have increased significantly, and the market trading volume has also increased. Up to now, the export quotation of China is USD 12.5-13, the transaction in the domestic market is about USD 88-92, and the local price in Europe is EUR 11-11.5, The market is expected to rise to a certain extent.

3) Inositol, affected by the production and supply of mainstream factories, the market shortage continues to intensify, and the market price rises steadily. At present, the market is dominated by the circulation of old goods, and there is little circulation of goods of new batch number. Up to now, the mainstream transaction price in the market is USD 100-110, and some goods on older dates are also above USD 90. The US dollar price of China's export is USD 14-16. At present, the price is strong, and it is expected to rise further in the later period.

4) In 2021, the sleeping aid market launched several innovative sleeping aid raw materials extracted from plants: Corn Leaf Extract, Palmitoyl Ethanolamide (PEA), Spearmint Extract and Saffron Extract. At present, Melatonin, GABA, L-theanine, Jujube Kernel, Valerian and Amino Acid are still the most commonly used raw materials in the global market.

5) Recently, Google's parent company Alphabet, established a new drug R & D company called Isomorphic Labs in the UK. The company will further explore the application of artificial intelligence (AI) in drug discovery with the help of the research of Google's Artificial Intelligence Laboratory DeepMind.

6) At the 4th China International Import Expo, Weicai (China) Pharmaceutical Co., Ltd. announced that Yuanda Pharmaceutical (China) Co., Ltd. had signed a strategic long-term cooperation agreement. According to the agreement, the two sides share the latest resources and technological development achievements in the field of liver cancer treatment, and establish a strategic cooperative relationship between the two sides. Further promote and improve the treatment level and treatment effect of Chinese patients with liver cancer in accordance with the cooperation principle of "strong combination, cooperation and win-win".

— November 12th —

1) Regarding Lysine, the quotation of 98.5%Lysine in the market is RMB 12.8-13.5/KG, and that of 70%Lysine is RMB 8.7-9.3/KG. Western source lysine hydrochloride quotation in The European market is strong running to EUR 4.40-5.40/KG, the price has been updated since 2008 new highs, and higher than the price of THR, the industry is limited, the domestic market supply is tight, manufacturers have strong price willingness, some manufacturers stop shipping, local market heat pull.

2) For Toltrazuril, due to the rise of raw materials, the price of the factory has risen greatly, and the delivery is tight. The delivery date is generally in December. The current quotation of the factory is RMB 1500-1550, and the USD price is USD 215-220. Trade channel prices slightly lower.

3) Calcium Pantothenate, the supply of mainstream manufacturers is tight, the delivery has been arranged to next year. Market circulation source of goods mainly with small factory goods, clinch a deal price continues to climb. The quoted price of goods from small factories is RMB 105-110 /KG, and the quoted price of goods from individual large factories is RMB120-125/KG. Inquiries at home and abroad are active, and purchases and sales are active.

4) On November 11, Enhua pharmaceutical announced that the company recently obtained the Drug Registration Certificate of 2 specifications (2ml: 1mg; 10ml: 5mg) of chemical Alfentanil Hydrochloride Injection approved and issued by the State Drug Administration.

5) Shandong Meixin Biotechnology Company invested in a new high-end beauty peptide production base project. The project will lease plant and warehouse in the Incubation Center of Gaojing New Industrial Park, Xinhua Road, Taiping Town, Zoucheng City for investment in the development and production of high-end beauty peptide products. The main products are blue copper peptide, snake venom tripeptide, bosein and other high-end beauty peptide products.