Let's take a look at the price increase of Lotus Qingwen after "out of stock".
123 October, 165438+ Red Star Asset Management Bureau noticed that Lianhua Qingwen experienced a price increase after experiencing the "out of stock" storm.
165438+1On October 23rd, Red Star Capital Bureau searched for "Lianhua Qingwen" on Meituan, and found that some pharmacies raised the price of Lianhua Qingwen capsules to varying degrees. Among them, the price of Lianhua Qingwen capsule with the specification of 0.35g*48 capsules/box increased obviously. The staff of a pharmacy in Jilin told Red Star Capital Bureau that the price of Lianhua Qingwen Capsule of the above specifications was 30 yuan/box before this round of price increase, and it rose to 35 yuan/box after the "out of stock" storm in the middle of this month.
The Red Star Capital Bureau noticed that there were pharmacies in Heyuan City, Guangdong Province. At present, the price of Lianhua Qingwen Capsule with a specification of 0.35g*48 capsules per box is 46 yuan per box. On the basis of the previous general selling price of about 30 yuan/box, the price will be increased by more than 50%.
Screenshot from Meituan
Regarding the reason for the price increase, a pharmacy staff told the Red Star Capital Bureau, "Recently, the price of Lianhua Qingyi has increased, and many people have bought it recently. The manufacturer's pricing has gone up, and the goods can't be placed. The price must be adjusted. " Some pharmacy employees also told the Red Star Capital Bureau that "the purchase price is expensive."
In this regard, the Red Star Capital Bureau to Yiling Pharmaceutical (002603. SZ), the producer of Lianhua Qingwen, but there was no reply as of press time.
The Red Star Capital Bureau previously reported that Lianhua Qingyi granules and capsules sold by some pharmacies in Shijiazhuang were out of stock. Since then, due to the clearance of Lianhua, in order to increase horsepower production, Yiling Pharmaceutical urgently recruited a large number of short-term workers in Chinese medicine selection and medicine box packaging.
However, it is worth noting that Yiling Pharmaceutical once said that the company has been improving its production capacity in the past two years, and its production is basically arranged with sales, fully ensuring market supply, and there is no price increase plan in the future.
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Editor Yu Dongmei Guo Yu
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After "out of stock", the price went up. Related reading:
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Reporter | Niu Qichang Editor |
With the optimization of epidemic prevention and control, Lianhua Qingwen Capsule has once again become the first choice for the public to "prepare medicine". For a time, the topic of "Shijiazhuang Lianhua Qingwen Capsule sold out of stock" was hotly searched.
Not only in Shijiazhuang, interface journalists visited many pharmacies in Jinan, Shandong Province, and found that the sales volume of Lianhua Qingwen Capsule increased significantly over the past two days, and some pharmacies were out of stock from 1 15 night. Searching for Meituan APP found that if you buy Lianhua Qingyi Capsule, you can only buy it from a different place by mail. The arrival time is about 3-5 days, but the local pharmacy shows that it cannot be delivered.
As the only manufacturer of Lianhua Qingwen Capsule, Yiling Pharmaceutical (002603. SZ), headquartered in Shijiazhuang, has become the focus of market pursuit. Judging from the secondary market, the stock price has doubled since it was launched at the end of September.
As of the close of 165438+ 10/6, Yiling Pharmaceutical rose by 5.03% to close at 39.66 yuan/share, once hitting a new high of 4 1.47 yuan/share, with a cumulative increase of 26.08% in three trading days. In this regard, Yiling Pharmaceutical announced that no major undisclosed information that may or has had a great impact on the company's share price has been found recently, and the company's operating conditions and internal and external operating environment have not changed significantly.
In response to the rumor of "out of stock", Yiling Pharmaceutical responded that the company's production has basically not been affected, and the current sales situation is all normal. In recent two years, the company has been doing a series of work to improve production capacity, and the production capacity has been greatly improved. The company's production plan is "fixed production by sales", which can be adjusted in time according to market demand to ensure market supply.
According to the staff of local pharmacies in Shijiazhuang, the shortage of Lianhua Qingwen Capsule is related to the "double 1 1" activity of Yiling Pharmaceutical. At present, there are enough Lianhua Qingwen capsules in the warehouse of drugstore.
COVID-19 is unstoppable.
According to the salesperson of a pharmacy in Shandong, due to the demand for pharmaceutical preparations after the "liberalization" of the policy, the sales of cold medicines mainly based on Lianhua Qingwen and Huoxiang Zhengqi soft capsules have increased significantly recently. Even if consumers are not here to buy cold medicine, the sales staff will take the initiative to ask if they need to prepare some cold medicine.
"Some consumers buy a dozen or twenty boxes at once, mainly for hoarding goods rather than immediate needs. It is estimated that this phenomenon of hoarding will not last long. " The above-mentioned pharmacy sales staff told the interface news that the Lianhua Qingwen products sold by the pharmacy are still in stock and are expected to arrive tomorrow. At present, the channels for manufacturers to get the goods are smooth, and there is no situation of not getting the goods for the time being.
Virology expert Chang Rongshan said in an interview with Interface News, "From the current point of view, the epidemic prevention and control situation this winter has a greater psychological impact on the public. In the face of sudden emergencies such as' unsealing', people will choose to hoard drugs out of panic. "
"A misunderstanding is that people often buy Lianhua Qingwen medicine to prevent COVID-19's psychology, but in fact this medicine can't play a preventive role. On the contrary, some people who take Lianhuaqing Pancreas may also have side effects such as gastrointestinal discomfort and diarrhea. " Chang Rongshan said.
Professor Zhao Su, the chief physician of the Department of Respiratory and Critical Care Medicine in central hospital of wuhan, also said: "Lianhua Qingwen is a therapeutic drug, not a preventive drug. It needs to be taken in strict accordance with the instructions, and it is not recommended to take it when the public has no symptoms. "
Contribute 4 billion income every year.
Although it doesn't have the function of preventing COVID-19, Yiling Pharmaceutical stands out in the cold medicine market for thousands of pharmaceutical companies by virtue of its special product attributes in treating COVID-19, influenza and cold.
Judging from the market share of medical terminal products, Minenet data show that Lianhua Qingwen products ranked first in the sales of Chinese patent medicines for colds in the public medical market in 20021year, with a market share as high as 4 1.78%, far exceeding the 7.3 1% of the second-place Shuanghuanglian oral liquid. In the retail terminal, in the first half of 2022, Lianhua Qingwen Capsule also surpassed Ganmaoling Granules, ranking first in the sales of cold medicine/heat-clearing.
As the exclusive patented product of Yiling Pharmaceutical, the endorsement of COVID-19's diagnosis and treatment plan is behind the hot sale of Lianhua Qingwen medicine. According to the newly published "novel coronavirus Diagnosis and Treatment Plan (Trial Ninth Edition)" in March 2022, Lianhua Qingwen Capsule (Granule) is not only listed as the recommended drug in the medical observation period of TCM treatment, but also as the recommended drug in the clinical treatment period (confirmed cases).
Yiling Pharmaceutical said that Lianhua Qingwen has played an active role in the prevention and control of COVID-19 epidemic in China, and it is widely used in designated hospitals, asylum hospitals, isolated people, close contacts and sub-close contacts in various provinces and cities.
In addition, eight kinds of drugs in Yiling Pharmaceutical, including Lianhua Qingwen drugs, also entered the national drug list of basic medical insurance, industrial injury insurance and maternity insurance on 20021.
In this context, the surge in sales revenue of Lianhua Qingwen drugs has become the main driving force for Yiling Pharmaceutical's performance. From 20 17 to 202 1, the sales income of anti-cold drugs represented by Lianhua Qingwen drugs was 65 10/00000 yuan,120500 yuan,170300 yuan, 4.256 billion yuan and 4/kloc respectively.
It is worth mentioning that from 20 13 to 202 1, the company's net profit successfully achieved "nine consecutive increases". Since the outbreak, Lianhua Qingwen Medicine has earned more than 4 billion yuan for two consecutive years, accounting for more than 40% of the total revenue, with a gross profit margin as high as 70%.
Since the beginning of this year, Lianhua Qingwen Medicine has continued to exert its strength. In the first three quarters, the company has achieved a net profit of 1, 410.40 billion yuan, exceeding last year's10.344 billion yuan. 101On October 28th, Ray Wu, managing director of Yiling Pharmaceutical, said at the performance briefing that in the first three quarters of this year, due to its special product properties of treating COVID-19, influenza and cold, the revenue still achieved year-on-year growth under the high base of 202 1. At the same time, Lianhua Qingwen's overseas sales are in good condition, and it has been registered in 22 countries, China, Hong Kong and Macao, and obtained the listing license to realize sales.
The semi-annual report shows that although the operating income of Yiling Pharmaceutical decreased by 5.59% compared with the same period of last year, the net profit attributable to shareholders of listed companies increased by 8.76% compared with the same period of last year. Among them, anti-cold drugs such as Lianhua Qingwen achieved revenue of 2.553 billion yuan, an increase of 60.72 million yuan year-on-year, and the proportion of revenue further increased from 42.27% last year to 45.87%, making it the largest business segment. In contrast, the revenue proportion of cardiovascular and cerebrovascular drugs decreased from 43.32% last year to 40.85%.
Interface news noticed that since the beginning of June 1 1, Yiling Pharmaceutical has sent three recruitment messages to the official account of WeChat, claiming that it is urgent to recruit a large number of short-term workers, with a salary of 180 yuan/day, including operators and loaders. According to another media report, since June of 14, Shijiazhuang factory of Yiling Pharmaceutical Co., Ltd. began to recruit short-term workers for 1-3 months, and increased the production of Lianhua Qingwen medicine. The total number of recruits is expected to be above 1000.
Under the background of "unsealing and preparing medicine", will Yiling Pharmaceutical adjust the production plan of Lianhua Qingwen? Interface news called the securities department of Yiling Pharmaceutical, and no response was received as of press time.
According to the data of the Dragon and Tiger List, during the period from1October14 to1October16, the total number of seats in the listed business department was 3.83 billion yuan, including the purchase amount of19.92 million yuan and the sale amount.
Specifically, an institution bought 65.438+0.52 billion yuan and sold 65.438+0.29 billion yuan, with a total net purchase of 236.5438+0.267 billion yuan. Among them, the special purpose of Shenzhen Stock Connect and the stock used to support the family (Huaxin Securities Shanghai Wanping South Road Securities Business Department) bought12410 million yuan and 225 million yuan respectively; In terms of selling, Everbright Securities Shenzhen Stock Connect and Shenzhen Shennan Avenue Securities Business Department sold 966 million yuan and 2120,000 yuan respectively.