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2013年或重点下调进口药价格--亲稳网络舆情监测室
2012-11-02

  早在今年5月,国家发改委就表示中药价格将结合生产特点适度调整,相关方案会在年内出台。不过,10月28日记者从某券商医药年会上获悉,调整时间表将在2013年。据悉,中国产业促进会副秘书长、前发改委价格司副司长李镭在这次年会上透露,在西药调整之后,2013年上半年将调整中药价格。

As early as in May this year,The national development and reform commission said price will be Chinese traditional medicine combining with the production features adjustments,Related scheme will be in the years come.but,On October 28 reporters from a securities trader medicine annual meeting learn,Adjust schedules will be in 2013 years.It is reported,China industry promotion association deputy secretary-general/Development and reform commission (NDRC) before the price department deputy director general lee radium in this annual meeting has revealed,In the western medicine after adjustment,In the first half of 2013 will adjust the price of traditional Chinese medicine (TCM).

  “现在药价降低本来就是一个大趋势,我们并不觉得惊讶。”现代化中药领军公司天士力证券部人士对记者表示。

"Now prices lower originally is a big trend,We are not surprised."Modern Chinese medicine leading company TianShiLi bond department people told reporters.

  高成本导致调价不易

High cost lead to price adjustment not easy

  “其实早在2011年,国家发改委就启动了全国中药材价格供应情况的调研。”上海一家券商医药行业研究员告诉记者,“按照发改委的计划,要制定科学的中成药定价机制,基本药物中的102种中成药都需要价格调整。”

"In fact as early as in 2011,The national development and reform commission on the Chinese herbal medicine price supply situation investigation."A Shanghai securities trader pharmaceutical industry researcher told reporters,"According to the development and reform commission plan,To make scientific proprietary Chinese medicine pricing mechanism,Essential drugs of 102 kind of proprietary Chinese medicine all need to price adjustment."

  不过,调价并不容易,主要原因是成本。一家中药材信息网的研究员告诉记者,中药材在2009年下半年开始一波大幅上涨。

but,Price adjustment is not easy,The main reason is cost.A Chinese herbal medicine information network researcher told reporters,Chinese herbal medicine in the second half of 2009 to start a wave rises considerably.

  数据显示,2010年全年,我国市场上537种中药材超过八成出现涨价,平均涨幅达109%,近三成涨幅过半;涨幅超过100%的品种多达96个,有6%的品种涨幅超过181%,2%的品种涨幅甚至超过300%。其中,冬虫夏草贵比黄金,太子参、三七、金银花、党参的涨幅创下新高。

Data display,In the whole year of 2010,Our country market 537 kinds of Chinese herbal medicine more than eighty percent rise in price appears,An average increase of 109%,Nearly thirty percent or more than half;Or more than 100% of the species as many as 96,6% of the varieties increased by more than 181%,2% of the species or even more than 300%.the,Cordyceps sinensis expensive than gold,Radix pseudostellariae/Sanqi (panax notoginseng)/honeysuckle/Dangshen increase hit a record high.

  近日,南京一家中药房工作人员告诉记者,从2009年初到2011年上半年,在三年不到的时间内,中药材价格平均上涨了近两倍。目前,太子参、三七的价格仍然不低,像三七每公斤仍然在600元以上。

recently,Nanjing a TCM pharmacy staff, told reporters,From 2009 the year to the first half of 2011,In less than three years time,Chinese herbal medicine prices have risen by an average nearly two times.At present,Radix pseudostellariae/Sanqi (panax notoginseng) prices are still not low,Like sanqi (panax notoginseng) per kg still is in 600 yuan of above.

  上述券商研究员则强调,“中成药的价格一直低于化学药,对中成药最终是否降价仍然需要观望,毕竟中药成本太高,不容易掌握。”

The securities trader researchers emphasize,"Traditional Chinese medicine price has been below chemical medicine,For proprietary Chinese medicine final price remains to be seen whether or not,After all, Chinese medicine cost is too high,Not easy to master."

  调控重点在进口药

In JinKouYao control key

  对于发改委未来可能出台的调整计划,中药生产上市公司比较淡然。天士力证券部人士向记者强调,“药品降价是正常的趋势。”

For the development and reform commission (NDRC) possible future on the introduction of the adjustment plan,Traditional Chinese medicine production listed company is insignificant.TianShiLi bond department people emphasize to the reporter,"Drug price cut is a normal trend."

  记者注意到,2009年新医改启动以来,发改委数次降低药价,2011年分两次降低了部分抗微生物类、循环系统类、调节内分泌类和神经系统类等药品的最高零售价。

Reporter noticed,In 2009 the new medical reform since the launch,Development and reform commission (NDRC) several times lower drug prices,2011 points two reduces the part resistance microbes/Circulation system class/Regulating endocrine class and nervous system drugs such as the highest retail price.

  2012年5月,发改委再对消化类药品等价格作出大幅调整,平均降幅达17%。2012年9月,发改委发布通知降低抗肿瘤、血液系统等药品价格,平均降幅17%。

In May 2012,Development and reform commission again to digestive drugs price to make big adjustments,The average was up to 17%.In September of 2012,Development and reform commission issued notice to reduce antitumor/The blood system and the price of drugs,The average was 17%.

  9月17日,发改委药品价格审评中心宣布,开始调查麻醉药品和一类精神药品的生产成本和购销价格情况。

On September 17,Development and reform commission (NDRC) drug price evaluation center announced,Began to investigate narcotic drugs and psychotropic drugs of the cost of production and trading price level.

  不过,上述医药行业研究员提醒记者,“降价最主要是降最高零售价,而很多公司的产品出厂价远低于此前的最高零售价,和降价后的零售价相比也有较大的空间,所以实际影响并不大。”

but,The pharmaceutical industry researcher reminded reporters,"The price is mainly drop top retail price,And a lot of company's products factory price far lower than previous maximum retail price,And after the price than the retail price also have larger space,So the actual effect is not big."

  这位研究员直言,“其实之前降价幅度最大的还是原研药,即进口药。”在医药年会上,李镭在提及发改委对于药品价格的主要工作中也强调,发改季降低药品价格的重点是进口、原研药品。

The researchers the truth,"Before actually cut prices of the biggest or the original drug research,Namely JinKouYao."In medicine annual meeting,Lee radium in development and reform commission (NDRC) mentioned for drug price of the main work also emphasized,Hair change season lower drug prices is the focus of the import/Branded drugs.

  三类药企难“受伤”

Three kinds of medicine enterprises difficult"injury"

  降价冲击波之下,企业也进行着应对。分析人士指出,拥有独门品种、果断进行产业链延伸、创新能力强的企业受影响程度将不大。

Price under the shock wave,Enterprises are also carrying on to deal with.Analysts pointed out that,Have unique breed/Determination on industrial chain extension/Innovation ability strong enterprise affected degree will not.

  不过天士力证券部人士指出,“独家药应当不受影响。”据悉,拥有独门药的中药公司还有片仔癀,深耕于人参全产业链、掘金高品质人参的益盛药业,以及将享天然牛黄替代广阔市场的武汉健民。

But TianShiLi bond department personage points out,"Sole medicine shall not be affected."It is reported,Combing with medicine of traditional Chinese medicine company and piece of young Huang,Subsoil in the whole industry chain of ginseng/Dig high quality ginseng good cheng pharmaceutical,And will enjoy natural bezoar alternative broad market of wuhan jianmin.

  而恒瑞医药内部人士告诉记者,降价最终的冲击其实并不大,因为公司通过新药来填补利润率下降的产品。作为肿瘤药行业的龙头企业,虽然部分产品受到降价影响,但未来几年是创新药集中上市的高峰期。

And HengRui medicine insiders told reporters,The impact of the final price is not big,Because the company through the new drug to fill a decline in margins products.As a cancer drug industry leading enterprises,Although part of products by reduction effect,But the next few years is the innovative drug concentration listed peak.

  此外,为降低原材料成本,中药企业也在建设中药材加工厂,保证自己原材料的供应稳定。

In addition,To reduce the cost of raw materials,Traditional Chinese medicine enterprise also in the construction of Chinese herbal medicine processing factory,Ensure that their stable supply of raw materials.

  【专家有话】

[Experts have words]

  上述券商研究员指出,“比如以岭药业,在涉县建立中药材基地及中药材加工厂,可以充分开发当地野生中药材资源,预计项目达产后实现年产干品连翘1000吨、酸枣仁200吨、香加皮80吨、全蝎35吨、柴胡50吨,既保证了公司原材料的稳定供应,也可预防中药材价格的大幅波动对公司毛利率的影响。”(史亮)

The researchers pointed out that securities,"Such as the ridge pharmaceutical,In SheXian establish Chinese herbal medicine base and Chinese herbal medicine processing factory,Can fully develop local wild Chinese herbal medicine resources,The project is expected to realize various postpartum with an annual production capacity of 1000 tons of fructus forsythiae/Semen zizyphi spinosae 200 tons/Sweet and skin 80 tons/Scorpion 35 tons/Radix bupleuri 50 tons,Not only ensure the company a steady supply of raw materials,Also can prevent Chinese herbal medicine price fluctuations on the influence of the gross profit margin."(ShiLiang)

  作者:史亮 

The author:ShiLiang 



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