Another taste of Chinese medicinal materials skyrocketed! The price of sour jujube kernels rose to 1,000 yuan per kilogram
Another taste of Chinese medicinal materials skyrocketed!
According to Chao News reports, 65-year-old Uncle Zheng has been drinking traditional Chinese medicine for a long time due to poor sleep, and recently his attending physician replaced the "sour jujube kernel" as the main medicine in the prescription with similar efficacy and cheaper Shou Wuteng, Fu Shen and Bai Ziren. In recent years, the price of sour jujube kernels has skyrocketed, in the traditional Chinese medicine hall where Uncle Zheng was treated, sour jujube kernels have risen to 1.18 yuan / gram, a prescription of more than 40 yuan, a taste of sour jujube kernels accounted for 1/3, Uncle Zheng was distressed.
Within two months, the price of sour jujube, the upstream raw material of sour jujube kernels, also rose from 5 yuan / jin to more than 15 yuan / jin.
Since June, the prices of various types of Chinese medicinal materials in the country have risen sharply, with angelica increasing by 4.6 times year-on-year. The overall rise in raw material prices has also driven the prosperity of the traditional Chinese medicine industry to continue to recover. According to the half-year reports of listed Chinese medicine companies, the company's net profit also maintained double-digit growth.
The price of sour jujube kernels rose to 1,000 yuan per kilogram
According to CaiLian News, since the second half of last year, the price of sour jujube kernels has climbed all the way from the price of 500-600 yuan / kg to more than 1,000 yuan / kg. At present, although it has reached the new season of sour jujube production, the price of sour jujube kernels this year has not declined due to the harvest of new fruits, and the current price of sour jujube kernels remains around the price of 1,000 yuan / kg.
Bai Qi, head of a medicinal material processing enterprise in Zanhuang County, told reporters: "In recent years, the output of sour jujube kernels is about 8,000 tons / year, because now 99% may be wild, planted very little, destroying picking and grabbing green have affected the yield and kernel yield, so this amount (sour jujube kernel production) has not gone up, only gradually planted since last year, it is estimated that the price will gradually come down after planting to a certain amount." ”
Sour dates, which are raw materials for sour jujube kernels, are also sought after.
Since August, date harvesters from all over the world have collected jujube in Henan, Hebei, Shandong, Shanxi, Shaanxi and other sour jujube producing areas. And the price of sour dates has also continued to rise over time. Li Da, a sour jujube buyer in Zanhuang County, Shijiazhuang City, told reporters: "This year's sour jujube purchase price is higher than in previous years, starting in August is 5 yuan a catty, and then it is a price a day, and now the highest is 15 yuan a catty." Another local person from Jingxian County said: "This year's local sour jujube purchase price is 13 yuan a catty. ”
The purchase price of 13-15 yuan per catty has exceeded most fruits, and the high price offered by buyers has also stimulated the enthusiasm of some people to go to the mountains to pick sour dates.
The high price of sour dates has spawned "crazy" date pickers. Manager Lv, the relevant person in charge of Zanhuang County Jiuhui Biological Company, told reporters: "The company has 10,000 mu of sour jujube forest in Zanhuang, although there are also people on duty day and night, but there are often people stealing and cannot be prevented." ”
For illegal mining, Manager Lu said that there is no good way at present: "The price is too expensive, you can earn hundreds by picking dozens of catties, and if you grab it, you can earn it, our area is too large, we really can't see it." ”
Under the stimulation of high prices, there are also sour dates to grab blue. Li Da said: "The robbery in the past two years has been too serious, and the dates have been picked before they are ripe. There are also people who directly cut trees and knock fruits in order to facilitate picking, without considering the future output, last year some places in Shaanxi received more goods, but due to the severe destruction, this year's output is obviously not good. ”
For example, the Shijiazhuang Zanhuang County Government issued the "Notice on Prohibiting the Rushing of Sour Jujube and the Destructive Harvesting of Sour Jujube" in August, stipulating that only after September 20 can the mountain to pick sour jujube, but the results have not been obvious, and the jujube pickers who ignored the ban still rushed to enter the mountain to pick jujubes in advance. Some locals said: "The robbery can't be controlled at all, and the police can only criticize and educate if they catch it." ”
The price of Chinese medicinal materials increased overall
According to Guangzhou Daily, since June this year, the continuous rise in the price of traditional Chinese medicinal materials across the country has attracted attention from all parties. According to data from the professional website of Chinese medicinal materials, in the first half of this year, common Chinese medicinal materials such as angelica, codonopsis, peony peel, huanglian, baiju, licorice and so on all experienced significant price increases.
After the price increase of Chinese medicinal materials, it has a greater impact on the upstream and downstream industrial chains, and some patients who have taken traditional Chinese medicine for a long time said that the price of a dose of tonic Chinese medicine has now risen from 60 yuan in the past to 100 yuan. Some experts suggested the establishment of a state-coordinated strategic reserve of Chinese medicinal materials to smooth out the price fluctuations of Chinese medicinal materials.
Located in Liwan District, Guangzhou, Qingping Chinese Materia Medica Professional Market is an important wholesale market for Chinese medicinal materials in South China. Liao Guoan, who is engaged in the wholesale of Chinese medicinal materials in the market, told reporters: "I have never seen the price of Chinese medicinal materials rise so much. ”
He said that the prices of common Chinese medicinal materials such as angelica, codonopsis, peony peel, huanglian, baiju, white peony, licorice, windbreak, jujube kernel and so on have increased, some of which have increased by more than 80% compared with the same period last year. In June this year, Liao Guoan also visited a number of Chinese medicinal materials planting areas in Guangxi and Jiangxi to learn about the cultivation of Chinese medicinal materials on the spot. But he said that the price of raw materials for Chinese medicinal materials has risen, and as wholesalers they have not benefited from it. He told reporters that since the price of sour jujube kernels increased, sales have been low, the cheapest cistanche is 400 yuan / kg, and few people buy it; And the price of common Chinese medicinal materials such as dodder seed, chai hu, half-branched lotus, banlan root and so on, some also have an increase of more than 50%, and the sales volume has decreased a lot after the price increase, and now he can only sell through online sales.
According to Chao News, Liu Dan (pseudonym), the owner of a wholesaler in a wholesale market of Chinese medicinal materials in Hangzhou, is a native of Changbaishan, Heilongjiang, and has been doing Chinese medicinal materials business in Hangzhou for 30 years. She told reporters that more than 90% of Chinese medicinal materials have increased in price, and some medicinal materials have risen in price ridiculously.
She took the medicinal herbs in her store as an example, the price of sour jujube kernels has increased tenfold in three years, earlier it was only more than 100 yuan / kg, but now it has risen to 1200 yuan / kg; At the beginning of the year, the price of cat's claw grass, which was only a few tens of yuan a kilogram, rose to 240 yuan / kg; 4 yuan/kg of baby grass now costs 20 yuan; 8 yuan of licorice has now risen to more than 30 yuan / kg, and bitter melon, white art, fine spices and so on have increased by more than 200%.
According to a report released by relevant industry associations in June, in several major Chinese herbal medicine wholesale trading markets such as Bozhou in Anhui, Anguo in Hebei, Chengdu in Sichuan and Yulin in Guangxi, there are more than 200 conventional varieties that have increased by more than 50% compared with the same period last year, 25 commonly used bulk medicinal materials have increased by more than 200%, and the price of individual varieties has even increased by 4 to 9 times.
Similarly, affected by factors such as strong market demand and product price increases, Chinese medicine companies made outstanding profits in the first half of the year. Data show that in the first half of the year, 73 A-share listed Chinese medicine enterprises achieved a total revenue of nearly 200 billion yuan, and a net profit attributable to the parent reached 24.491 billion yuan. Among them, only 10 Chinese medicine companies lost money, and the remaining 63 achieved profits, accounting for about 86%. 53 companies achieved positive growth in net profit attributable to parents in the first half of the year, accounting for more than 70%.
Zhongtai Securities Research believes that from the perspective of subdivisions, the traditional Chinese medicine and retail pharmacy sectors are outstanding. In the first half of the year, the operating income of the traditional Chinese medicine sector was 196.232 billion yuan, a year-on-year increase of 13.71%, and the net profit of non-attributable parent was 22.467 billion yuan, a year-on-year increase of 34.66%. In the second quarter alone, the growth rate of non-net profit of the traditional Chinese medicine sector was 38.5%, and on the whole, the sector continued the high prosperity in the first quarter of 2023. After excluding non-comparable companies, the non-net profit margin of the Chinese medicine sector in the first half of 2023 reached 11.97%, higher than about 4-4.5pp in 2020-2022, and the profitability increased significantly. The growth rate of inventory and accounts receivable is similar, indicating that the matching degree of production and downstream orders of traditional Chinese medicine enterprises is high, reflecting the real high prosperity of the traditional Chinese medicine industry.
In the case of multiple factors of price fluctuations of Chinese medicinal materials, the construction and management of the whole industrial chain of traditional Chinese medicine enterprises is particularly important, and enterprises have successively strengthened their own medicinal material bases, subsidiaries with medicinal materials and pieces, professional talent teams, and strategic reserve medicinal material resources to cope with price fluctuations.
Editor|Sun Zhicheng Du Bo
Proofreading | Wang Keran
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