Most varieties of new listings of Chinese herbal medicines are generally declining

Most varieties of new listings of Chinese herbal medicines are generally declining

2023-11-30 14:46:03 Source: Business Society

On November 29, the Chinese herbal medicine index was 2,363 points, the same as yesterday, a decrease of 15.55% from the highest point in the cycle of 2,798 points (2023-08-10), and an increase of 142.36% from the lowest point of 975 points on November 25, 2019. (Note: The period refers to 2019-06-30 to the present)

According to the monitoring of the commodity market analysis system, in November 2023, there will be 2 rising commodities and 6 declining commodities in the price rise and fall list of the Chinese herbal medicine industry. The main varieties that rose were: wolfberry (+2.12%), wheat winter (+1.11%); The main commodities that fell were: Angelica sinensis (-14.00%), Codonopsis (-9.54%), and Forsythia (-6.92%).

1. The market of Chinese herbal medicines rose and fell this month
name of article   specification  Prices at the beginning of the month   Month-end price   UpDownRate
angelica             unified          120                                                  103                    -14%

Codonopsis pilosula                 130                                                  117                    9.54%

Astragalus membranaceus        24                                                   23.4                    4.1%

honeysuckle                            160                                                 158.33                1.04%

pseudo-ginseng                       135.25                                            135                      -0.18%

goji                                         47.5                                               48.25                   2.12%

Radix Ophiopogonis                  157                                               158.75                   +1.11%

Angelica sinensis and Codonopsis continued to run in the downturn of the market

According to the monitoring of the commodity market analysis system, in the first half of this month, as the production of Angelica sinensis and Codonopsis continued to deepen, the price of origin continued to fall, and merchants waited and waited, mainly to inquire, and there were few transactions in the supply of goods, and the market continued to decline; In the second half of the year, with the market falling back to a large space, there are enterprises in the production area to buy goods, driving the market to rebound, and the market price has also stopped falling and stabilized. At present, the price of Angelica sinensis in the market is about 105 yuan/kg, and the price of small strips is between 90-100 yuan/kg; The price of a tree is about 115 yuan/kg; The price of Codonopsis ginseng is about 115 yuan/kg, the price of medium goods is about 125/kg, and the price of large and medium goods is between 135-140 yuan/kg; The price of decoction pieces passing through the No. 3 sieve is about 145 yuan/kg.

This month, the Gansu production area of Angelica, Codonopsis a large number of new production, fresh goods on the market, although this year's Gansu planting areas have been repeatedly hit by natural disasters such as snowstorms, hail, floods, and Angelica sinensis in a large area, fresh goods production has decreased significantly. However, due to the soaring price of Angelica in the first half of this year, insufficient funds for pharmaceutical companies, insufficient procurement efforts, and sluggish demand, the price of Angelica sinensis is difficult to firm up, and in the first half of this month, the price of Angelica sinensis in the producing area fell to a low price in April this year. As prices fell sharply, pharmaceutical companies began to buy, and transactions in producing areas became faster, driving prices to rise slightly.

At present, the transaction price of Angelica Pharmaceutical Factory is 80-86 yuan/kg; The transaction price of Angelica sinensis strips is 90-100 yuan/kg; The transaction price of Angelica sinensis is 102-113 yuan/kg; The transaction price of Angelica large strips (good bars) is more than 120 yuan/kg. The transaction price of Codonopsis Pharmaceutical Factory is about 100-106 yuan/kg; The transaction price of 0.4-0.6 specifications is 108-115 yuan/kg; 0.6-0.8 specification transaction price: 120-130 yuan/kg; The transaction price of 0.8-1.0 specifications is 136-142 yuan/kg, and the transaction price of 1.0 specifications is more than 150 yuan/kg.

Angelica fresh goods trading has also begun to come to an end, the volume of goods has been decreasing, the market flow is small, and sporadic local processors have purchased suitable sources of goods at low prices on demand, and the procurement efforts are not large, and the supply of finished goods is not much. Overall trading slowed down and transaction prices were weak. The transaction price of large and good shares is between 13-14.5 yuan / market catty; The transaction price of the general goods is between 11.8-12.8 yuan / city catty; The transaction price of small size and gross goods is about 10-11 yuan/city catty, and the goods are small. A small number of local processors in the Codonopsis fresh market saw and discussed, and the transaction was basically over. The transaction price of the pharmaceutical factory is 13.5-14 yuan/city catty; The transaction price of the middle strip is 15-17 yuan / city catty; The transaction price of large strips is 17.5-21 yuan/city catty; The transaction price of large goods is 16.5-17.5 yuan/catty; The transaction price of small unified goods is 14-15 yuan / city catty.

Angelica sinensis and Codonopsis codonopsis, as a variety of medicinal materials in the three major avenues in the northwest, have a large annual demand, due to the reduction of seeds and yields last year, coupled with the abnormal weather in the production area this year, the output of new goods is still not large, therefore, the new production has attracted the attention of some businesses, but because of the good has been released in June 2023, this month by the high price to suppress the demand and the depth of the new production, the price fell sharply. This year, the production of Angelica sinensis and Codonopsis Codonopsis has decreased significantly, and pharmaceutical companies have purchased a large number of them when the prices of Angelica Sinensis and Codonopsis have fallen sharply in the first half of the year, and the remaining inventory in the production area is not much.

The high incidence of respiratory diseases and the price of forsythia may stop falling and stabilize

According to the monitoring of the commodity market analysis system, due to the lack of actual demand for forsythia in the first half of the year, the market continued to decline, and in the second half of the year, affected by the flu, the demand turned better, and the price stabilized, but the actual market supply was still general, and the price of qualified goods in the market volatile oil was 190-200 yuan/kg; The price of the goods without inspection is about 175 yuan/kg; Raw and dried goods are less processed this year; Handleless goods 220 yuan / kg.

Qingqiao, Sangping Town, Xixia County, Henan Province, has not seen any improvement in the local supply recently, and the current stranded supply is abundant, and the market has been running in the downturn, with 170-175 yuan/kg of inspection goods and 160-165 yuan/kg of inspection goods without inspection. Erlangping Town Qingqiao recent market supply continues to slow down, the downturn is still not improving, resulting in many businesses do not dare to buy rashly, now take more diligent and fast sales to reduce business risks, now package inspection goods 160-170 yuan/kg, do not package inspection goods 140-150 yuan/kg. Qingqiao, Lushi County, Sanmenxia City, has recently paid attention to the business weaker than in the early stage, the local supply is only small batch transactions, large goods rarely move, and the price remains stable temporarily, with 170-180 yuan/kg for inspection and 155 yuan/kg for inspection goods.

The price of forsythia in Weizhuang Town, Jiangxian County, Shanxi Province is not low, there are not many merchants looking for goods, and the transaction is more than the pharmaceutical factory personnel to purchase goods in small quantities, the market is stable and falling, and the asking price of the whole inspection is 185 yuan/kg, and the general price of goods is around 173 yuan/kg. Yuanping City, Wangjiazhuang Township, Qingqiao still has a supply of goods for sale, the recent merchants who came to look for goods are still not much, the supply of goods is moving around, the price is slightly down, the inspection goods are 160-170 yuan/kg, and the inspection goods are not 140 yuan/kg.

Due to the high processing cost of forsythia during the new production period, there will be no large processing households participating in it in 2023, and most of the processing households holding forsythia are small processing households. The ability to resist risks is weak, and the increase in selling has led to a decline in the price of forsythia. At present, although there is no large foreign capital intervention in forsythia varieties, in the peak season of respiratory diseases, just demand drives demand, and then accompanied by the acceleration of pharmaceutical companies, hospitals, and market movements, and the analysis believes that the price of forsythia may still be strong in the short term.

The sales situation was not good, and the price of astragalus was slightly reduced

According to the commodity market analysis system monitoring, this month's astragalus market supply sales situation is not good, some holders began to be anxious, and actively sell the source of goods, resulting in a slight decrease in prices, the current market price of large and more asking prices in the range of 28-30 yuan/kg, the price of medium goods in 25-26 yuan/kg, and the price of pharmaceutical products in the price of 20-22 yuan/kg; After 0.3 sieved melon seed slices, the price ranges from 23-25 yuan/kg.

The new Astragalus Mao Ertiao in the Minxian market has been listed and traded one after another, and most of the dryness is about eighty percent dry. The flow of people in the market is not large, and the main goods are local processing households and business households. The supply of knots and stocks with good skin color and trimmed stock has local processors onlookers to discuss and purchase; A small number of operators purchase Mao Ertiao as needed. Overall trading slowed down and transaction prices were weak. 0.6-0 .8cm Astragalus section 32-34 yuan / kg, 1.0-1.2cm specification Astragalus section 45-48 yuan / kg, slice Hair Qi transaction price in 20-22 yuan / kg, small Mao Qi transaction price of about 18-19 yuan / kg, net Qi transaction price in 24-26 yuan / kg, Mao Ertiao transaction price in 17-18 yuan / kg, net two strip transaction price in 18.5-20.5 yuan / kg.

The flow of people in the astragalus fresh goods market is not large, and there are still Longxi merchants who are watching the purchase of small strips and medium strips; Local processors are on demand as needed. The overall shipment is not fast, and the transaction price is basically stable. The transaction price of the large strip is about 3.9-4.3 yuan/city catty; The transaction price of the whole goods is 3.4-3.7 yuan / city catty; The transaction price of the middle strip is 3.5-3.8 yuan / city catty; The transaction price of the small strip is about 3-3.3 yuan / city catty.

Astragalus fresh goods on the market in large quantities, the output has been relatively stable in recent years, the overall market demand is average, the sales situation is average, some holders began to be anxious, the price fell slightly, and the analysis believes that the price may still be stable in the short term.

Honeysuckle sales turned smooth, and the market ran smoothly

According to the commodity market analysis system monitoring, honeysuckle affected by the flu attack, the market supply is smooth, the market has no obvious fluctuations, the market price of Henan unified goods is 150-150 yuan/kg, the price of selected goods is about 160 yuan/kg, the price of Shandong unified goods is 135-140 yuan/kg, and the quality of Hunan honeysuckle is different and the price is 60-90 yuan/kg.

Honeysuckle in Julu County, Xingtai City, Hebei Province moves steadily, the market remains stable, the source of goods is sufficient, the futures price of green and green goods and the futures before the first stubble are between 144-160 yuan/kg, the dried leaves of honeysuckle are about 5-6 yuan/kg, the honeysuckle leaves are about 8200 yuan a ton, the price of yellow strips is about 126 yuan/kg, and the price of flowering goods is between 90-104 yuan/kg.

Pingyi honeysuckle in Linyi City, Shandong Province has been moving steadily recently, and the price has an upward trend, with a special full inspection of green drying 170 yuan/kg, a green flower of 160 yuan/kg, a full inspection of 148 yuan/kg, a full inspection of 129 yuan/kg, a full inspection of 116 yuan/kg, and a fourth-grade honeysuckle of 105 yuan/kg. Recently, the price has been relatively stable, and with the high incidence of influenza in winter, the volume of goods has increased.

Every year before May Day, honeysuckle enters a new production period, and the current production capacity is in a bumper production period. In 2018, the high price stimulated, the government supported the honeysuckle industry, the implementation of large-scale planting and the outbreak of the new crown epidemic in 2020, the high price stimulated the enthusiasm of farmers to plant, the current planting area is large, and the output of new goods in 2023 is large, and the current supply of honeysuckle exceeds demand. Recently, affected by the "flu", the demand has increased, whether it is the origin or the market reflects that the supply of goods has improved, some businesses have a certain degree of concern about this, but due to the amount of inventory, the analysis believes that the price of honeysuckle may still be stable in the short term, and it is difficult to rise sharply.

Sanqi is looking for goods, and the merchants do not reduce the price and run firmly

According to the monitoring of the commodity market analysis system, this month, Sanqi is in the new production, new goods are listed, the market supply is temporarily sufficient, and the price of fresh goods in the origin of Sanqi has attracted the attention of merchants; The market sales are still mainly old goods, the response is not obvious, more to maintain small batch purchase and sales, the market Sanqi 120 head price is 140 yuan / kg, 80 head price is 150 yuan / kg, 60 head price is between 155-160 yuan / kg, 40 head price is 175 yuan / kg, 30 head price is 200 yuan / kg, 20 head price is 235 yuan / kg.

This month, Sanqi is in the middle of new production, and fresh goods are in the market in large quantities. It is understood that due to abnormal weather, some plots of early excavation and other factors, this year's Sanqi production has decreased compared with previous years, the search for goods merchants is not reduced, the supply of goods is moving freely, the price has risen compared with the previous period, the price of general quality fresh goods is 20-23 yuan / catty, and the price of good quality fresh goods is 26-28 yuan / catty; The local inventory of old goods is not large, the current dry dry products of new goods are mostly in eighty, the price of 120 new goods is 130-140 yuan/kg, the price of old goods is 140-150 yuan/kg, the price of 60 new goods is 120-130 yuan/kg, the old goods are 155-160 yuan/kg, the new cut goods are 200-206 yuan/kg, and the old goods are 210-220 yuan/kg.

Due to the low price of Panax notoginseng in recent years, the enthusiasm of medicine farmers is not high, the planting area has decreased, and the output of new goods this year has decreased compared with previous years due to factors such as abnormal weather and early excavation of some plots. In addition, due to the impact of the policy of returning forests to farmland, the planting area of Panax notoginseng may be further reduced, and the excavation area of Panax notoginseng will decrease year by year in the next two years. However, due to the huge inventory drag, the analysis believes that the price of Panax notoginseng will still be under pressure in the short term. If the production of notoginseng does not recover in a large area in the next three years, perhaps the notoginseng market is expected to take a new turn.

The price of wolfberry moved around smoothly and rose slightly

According to the commodity market analysis system monitoring, this month wolfberry merchants according to the plan to buy and sell, the market supply of small batches of goods to move around smoothly, due to the large amount of goods in the production area, the market continues to run smoothly, now the price of Ningxia 380 grains is between 48-50 yuan/kg, good goods 65-68 yuan/kg, Qinghai goods 45-50 yuan/kg.

Ningxia Hui Autonomous Region Zhongwei City, Zhongning County wolfberry walking steadily, the market remains stable, the origin of the supply is sufficient, the current price of fresh wolfberry is 180 yuan/jin, Qinghai 180 granules price is about 43 yuan/kg, 220 granules are about 38 yuan/kg, 280 granules are about 36 yuan/kg, 350 granules are about 33 yuan/kg, 500 granules are about 26 yuan/kg. Zhongning wolfberry 180 granules are about 88 yuan/kg, 220 granules are about 75 yuan/kg, and 280 granules are about 68 yuan/kg.

Ningxia Zhongning Helan Mountain Farm wolfberry production has ended, this year's supply output is basically the same as last year, affected by the continued decline in the price in the early stage, the number of concerned merchants increases, the supply of goods is moving smoothly, now the price of Ningxia unified goods is around 40 yuan/kg, 55 yuan/kg for 280 grains, 46 yuan/kg for 380 grains, 42 yuan/kg for 450 grains; The price of Qinghai goods is 8 yuan/kg cheaper than Ningxia goods.

Pharmaceutical companies just need more orders, and the wheat winter market rose slightly again

According to the commodity market analysis system monitoring, Sichuan Maidong is still a period of time away from the production of new, the market supply is relatively small, this month's price is running in a firm, the market price of Chuanmai Dong Pharmaceutical Factory is around 155 yuan/kg, the medium price is 165 yuan/kg, and the price of good goods is between 170-175 yuan/kg.

Sichuan wheat winter production area with the supply of goods continue to go out, the origin of the supply is not abundant, there are more than 4 months from the production of new products, the recent large domestic pharmaceutical companies just need orders to increase, have placed orders in the second half of the year, the origin of the market changes rapidly, the current pharmaceutical factory price in 152-155 yuan/kg, medium goods in 155-160 yuan/kg, good 160-165 yuan/kg.

Due to the low content of new goods in the month before harvest, pharmaceutical companies will not consider purchasing new goods in the early stage. Recently, large domestic pharmaceutical companies have just increased their orders, and they have placed orders for the second half of the year and even early next year, resulting in a further tightening of the inventory of wheat winter in the production area, with the overall inventory of less than 1,000 tons, and another wave of rush to buy goods in the production area. With the further digestion of inventory, the concentration of wheat winter production is quite high, and the analysis believes that in the short term, the wheat winter market may still be high and the price is still strong, and it is likely that the green and yellow will continue to rise in the later stage.

At the beginning of this year, due to the influence of the lunar leap February, the solar term was postponed, but at that time, the high price of Sichuan wheat in winter stimulated the enthusiasm of local farmers to dig, and early mining led to a reduction in the output of wheat winter this year. After the end of the new production of Sichuan wheat in winter, with the stabilization of the market, the rigid demand of domestic pharmaceutical companies is obvious, and the market sales situation of wheat winter has improved. Due to the suitable weather after the wheat winter planting in Mianyang production area this year, the wheat winter seedlings in the production area are growing well, coupled with the stimulation of high prices this year, the planting area has also expanded, and the output of wheat winter may increase next year.

2. This month's market comprehensive review and outlook

After a round of sharp rise in the price of Chinese herbal medicines in the first half of the year and a boom in purchase and sales, in November, with more varieties of new listings and the ebb of capital, the hot varieties in this period are still less than in the previous period, and only the appropriate amount of purchase by enterprises in just need is needed, and some middlemen and speculators have also begun to ship in the face of the demand for credit recovery funds, and have led to the continued reasonable reduction of some Chinese herbal medicines in the early stage. However, the products that fell on the list are mainly varieties with high-price expansion and increased supply after new production, and the supply exceeds demand. Varieties like wild, long growth cycles, yields are still declining, and stocks are low, and some businesses are still looking for business opportunities.

This time, the National Health Commission and the State Administration for Market Regulation jointly issued an announcement to include 9 substances, including Codonopsis, Cistanche (desert), Dendrobium officinalis, American ginseng, Astragalus, Ganoderma lucidum, Cornus officinalis, Gastrodia, and Eucommia ulmoides leaves, into the list of substances that are both food and Chinese medicinal materials according to tradition, which has attracted widespread attention.

In addition, there have been "mixed infections" of respiratory diseases in many places, and the sales of heat-clearing and detoxifying Chinese herbal medicines, such as honeysuckle, forsythia, bellflower, melon, and radix radix, etc., have not been abnormal.