Pharmaceutical intermediates industry has basically entered a mature period after the glory of the late 90's of last century, the competition between enterprises has reached a white-hot each other in the fight for the last bit of power who can hold on to the last who is the survivor at the same time by a variety of myths, as well as the temptation of other factors and constantly have a new investor full of "gold" dream to enter the industry. "However, with the national requirements for pharmaceutical companies to carry out GMP certification and a variety of overseas certification of the rise of the pharmaceutical industry, the scale of investment in the pharmaceutical industry has been a geometric progression of how to make the limited funds and energy to produce the maximum economic and social benefits has become a pharmaceutical intermediary investors in the pursuit of the goal of the process of globalization of the economy of China's economy is the most profound and far-reaching impact is the most profound and far-reaching. The most far-reaching impact on China's economy is the concept that each production enterprise does not need to be large and comprehensive should focus their funds and energy on their own industries and fields of expertise other supporting materials and conditions can be completed by the social collaboration through the formation of a product chain so that both sides to achieve a win-win situation under the influence of this concept, the pharmaceutical industry will be some of the primary product processing, such as solvent recycling, and other work to the collaborative enterprises to complete the work later And gradually will have a certain degree of pollution and dangerous products to the chemical plant production, such as the production of penicillin used in the production of phenylacetic acid chloroacetic acid in the vicinity of Shijiazhuang since the 1970s and 1980s there has been a large number of supporting the production of phenylacetic acid for the North China Pharmaceutical and chloroacetic acid in small townships and individual enterprises
With the deepening of the cooperation between the two sides of the pharmaceutical industry gradually will be a number of higher value-added products of technical difficulty also transferred to the chemical plant to produce The products are also transferred to the chemical plant production, such as the production of cephalosporin antibiotics used in the production of aminothiazoxic acid AE-activated ester triazine ring tetrazolium acetate p-hydroxyphenylglycine (Deng potassium salt) HO-EPCP and other products This makes this branch of the industry in the 1990s has been the rapid development of a number of achievements of production value of millions of yuan of pharmaceutical intermediates Enterprises such as Zhejiang Yongning Pharmaceutical Factory Fushun Meijiang Pharmaceutical Factory Zhejiang Hengdian Depon Group Shandong Ruiying Group Shandong Jincheng Chemical Factory and many other enterprises Currently, the industry has developed into a closer cooperation with pharmaceutical companies by the production of pharmaceutical intermediates directly synthesized by the manufacturers of APIs (with bacterial powder) and will be sold in the form of chemical products to the pharmaceutical companies in the form of refining and then sold as drugs Pharmaceutical intermediates industry can be The further extension of the product chain to increase the profitability of the product and improve the stability of sales and pharmaceutical companies to reduce the investment will be limited funds and energy on their own expertise in sterile packaging due to the pharmaceutical intermediates industry does not have a license to produce pharmaceutical products is not possible to compete with the pharmaceutical companies for the market, so the two sides of the cooperation has a certain degree of complementarity In recent years, the rapid development of the pharmaceutical intermediates industry attracted the covetousness of many investors All over the country to produce pharmaceutical intermediates API companies such as spring out but at the same time at a similar rate was eliminated out of many engaged in the development of pharmaceutical intermediates products and technicians have also been involved in various forms of the industry, but with the closure of the corresponding enterprises have also returned to the development of this industry seems to be like a tide of the tide took away the hasty back of the many failures I, as one of the many failures, after a comfortable I, as one of the many losers, after a brief reflection, I thought that the reason why many human and financial resources involved in the industry so "come and go in a hurry" is not that the development of the industry has encountered new bottlenecks, but mainly due to the most basic, but often forgotten by the many "gold miners" do not have the conditions to be constrained. Constraints on the following for the author of the pharmaceutical intermediates business success of the major necessary conditions
Sun Tzu's Art of War said: ten is surrounded by five is attacked by the double is divided by the enemy is able to fight the less is able to escape from the not if it is able to avoid the shopping malls such as the battlefield in the current situation does not have 10 million of the capital in the pharmaceutical intermediates industry is no chance of survival, although the capital is a shopping mall is the unchanging core problem but the industry's market competition has developed to such an intense degree that it simply does not give new enterprises the opportunity to develop with ease, participants should be more careful to consider
The industry's technological requirements for products are very strict and are in constant development, so the production of pharmaceutical intermediates requires companies to have a strong technical force and how to meet the upstream enterprises from the trial of new products is a cross-cutting issue in the pharmaceutical intermediates industry, as the trend of the extension of the product line is increasingly clear. The first thing you need to do is to get a good deal on a new product.
With funds and technology can produce products, but only to sell the products and timely recovery of funds can be reproduced due to the pharmaceutical intermediates industry and the pharmaceutical industry there is a close relationship between the sales of products is also very delicate competition between suppliers has been transformed into a comprehensive strength of the competition between the enterprises specific content includes: intuitive factory appearance production workshop and laboratory equipment product packaging and quality equipment product packaging and quality intangible including technical force after-sales service corporate culture business philosophy, etc. Therefore, a comprehensive market background is also one of the indispensable conditions
When everything is ready after the remaining is the "people" problem current pharmaceutical intermediates enterprises are generally difficult to employ in order to maintain the long-term development of the enterprise should be used to train their own talent and the introduction of talent combination of methods to use wages, shares, incentives, stock options and other economic means to workers, especially the long-term interests of key workers and the benefits of the enterprise to form a certain cohesion and centripetal force
The following aminothiazole acid (including AE-activated ester) products as an example of the development of the history of the pharmaceutical intermediates industry development patterns and successes. Aminothiazole is an important intermediate in the production of cephalosporin antibiotics. Currently, there are more than 10 types of cephalosporin antibiotics that use Aminothiazole, with an annual domestic production of more than 400 tons
During the early 1980s, the main domestic companies that carried out the development of cephalosporin antibiotics were Leshan Changzheng Pharmaceuticals in Sichuan, the Sichuan Institute of Antibiotics, and the Northeast Pharmaceuticals Factory, but the earliest industrialization of this product was the Northeast Pharmaceuticals Factory, which was the first to develop the product into an industrial product. But the earliest industrialization of the product is the long march pharmaceutical first began to develop and produce aminothiazoxic acid manufacturers is zhejiang huangyan yongning pharmaceutical at that time aminothiazoxic acid market price as high as more than 600000 / ton then there is hengdian debang shijiazhuang santong industry and trade company and other units to develop aminothiazoxic acid products at that time the process is relatively cumbersome raw material cost of 200000 / ton but the market demand is only about 3-5 tons as the market continues to expand the technology is also the same. With the continuous expansion of the market technology is also improving the original process is every step of the reaction need to distill the product purification not only cause the process route time is long but also make the reaction yield decreased by changing to a solvent to carry out all the reaction gradually make the cost down to about 150,000 yuan the product price is also reduced to less than 300,000 yuan / ton
At this stage of the main contradiction is the market is very small, so the domestic does not have a large number of manufacturers competition. There is no large number of manufacturers, the competition is not fierce
Subsequently, the 7-ACA projects of Shiyao Group, Fukushima Group and Lubao Group were put into production one after another, and the tense situation of 7-ACA supply in China was eased around 1999, when the domestic cephalosporin antibiotics got unprecedented development. Huayu Pharmaceutical Henan Kaifeng Pharmaceutical Henan Dongfang Pharmaceutical Guangzhou Baiyunshan Pharmaceutical Zhuhai Lizhu Group Zhuhai Federal Group Shenzhen Jiuxin Pharmaceutical Shenzhen Haibin Pharmaceutical and other large pharmaceutical companies have joined the cephalosporin antibiotics war, so that the domestic demand for aminotiamic acid has doubled the production capacity of a variety of manufacturers have to expand the production capacity of a new investor through a variety of channels in the search for technology and marketing channels have also been invested in the plant to join the production industry of aminotiamine. At the same time, China has gradually become the world's leading supplier of pharmaceutical intermediates foreign pharmaceutical companies have been purchasing aminothiazoxic acid from China Pharmaceutical companies will purchase aminothiazoxic acid to prepare their own AE-activated ester production has also been handed over to the pharmaceutical intermediates industry from the purchase of aminothiazoxic acid to buy AE-activated ester directly With the passage of time, pharmaceutical companies have now been Over time, pharmaceutical companies have begun to buy APIs from pharmaceutical intermediates manufacturers
In the 1990s, there were more than 20 domestic aminothiazoxic acid producers, and market competition has become increasingly fierce, leading to technological innovations and cost reductions. -Active ester production costs from the original more than 400,000 / ton down to less than 160,000 / ton Although various manufacturers are taking various means of technical confidentiality, but the application of new technologies are generally in 2 to 3 years will be promoted nationwide if the enterprise does not have good development capabilities are often difficult to keep up with the cost and price decline in the medium and long term, then rush to the exit will become inevitable.
Nowadays, the competition of aminothiazoxic acid has reached a white-hot degree, which makes some enterprises that entered the industry earlier and already have a certain scale have already given up the production of some products selectively according to their own technical strength and capital. For example, Hebei Jintong Pharmaceutical and Chemical Industry is an enterprise that produces aminothiazoxic acid (including AE-activated ester) earlier in the country, but now it has already given up the product. However, it has now abandoned the production of this product and concentrated on the production of triazinone, which is its specialty, and doubled its production capacity to 5 tons/month, which is more than 10 times of its original design capacity. On the other hand, Shandong Jincheng Chemical has stopped the production of triazinone and concentrated on the production of aminothiazole and AE-activated ester, which have achieved the production capacity of 70 tons/month and 50 tons/month, respectively. Although the domestic aminothiazoxic acid and triazinyl ring are currently off-sale for various reasons, there is not much opportunity for new enterprises to take advantage of this because the production of these products is a competition of comprehensive strength, and it is difficult for new enterprises to compete with these established enterprises in all aspects. "Aircraft carrier" to control the capital chain strategy of good faith cooperation to focus on "fine" products
Analysis of domestic such as Fushun Meijiang pharmaceutical Zhejiang Yongning pharmaceutical and other more successful pharmaceutical intermediates enterprise's successful experience can provide us with some useful touch
First of all, from the name of these enterprises can be seen that these enterprises in the early stages of plant construction has been the goal of locking in the pharmaceuticals a successful pharmaceutical intermediates enterprise is like a smaller ship only with large pharmaceutical companies to form a joint fleet of aircraft carriers can continue to grow Fushun Meijiang Pharmaceuticals first of all, relying on the Sanjiu Group so that the product has a stable sales and capital back to ensure that the solution to the development of enterprises, two key factors of the enterprise has been rapid development. The two key factors of enterprise development has been rapid development of the enterprise and Shanghai Pioneer Pharmaceuticals reached a cooperation agreement successfully entered the pharmaceutical field of Zhejiang Yongning Pharmaceuticals as a leading domestic pharmaceutical intermediates is the first move as early as in the last century in the 90's with a pharmaceutical enterprise in Shandong joint production of cefatrizine
At present, the domestic enterprises between the delinquency of the enterprise has become an important factor affecting the normal operation of the enterprise. There is no strong capital to make up for the blockage of capital flow is also difficult to get full development in the industry in Hebei, an enterprise is an early entry into the industry and has a certain impact on the enterprise but because of the liquidity problems over the years has not been able to do bigger and stronger, so the enterprise must have a certain degree of ability to raise funds or with the downstream users into a close alliance so that the product sales and the return of funds have to be guaranteed in this regard the success of the enterprise! Such as Fushun Meijiang Pharmaceutical Factory, which relies on good relations with the Sanjiu Group quickly developed into a large enterprise with an output value of hundreds of millions; or to develop the advantages of foreign trade to strengthen export sales efforts to avoid the domestic "three debts" of the problem of successful enterprises such as Zhejiang Yongning Pharmaceutical Factory, a large number of its products exported to avoid vicious competition among domestic counterparts In the imported tetramethylguanidine prices as high as Ltd. developed the product but it was supplied to Harbin Pharmaceutical Group at a very low price. With the localization of the product, the price was also reduced to less than 100,000 yuan. In terms of short-term benefits, the company lost a large amount of profit, but the company won Harbin Pharmaceutical Group's trust and now the Harbin Pharmaceutical Group has built its pilot base in the company and has been purchasing tetramethylguanidine from the company for a long period of time. And many varieties of large amounts of research and development costs will be dragged into the predicament of Chinese medicine intermediates products are mostly high technology content of the production process is more complex product development of the initial investment is very huge without considerable capital and technical force to support the development of the chances of success is very small as the enterprise should first have a stable sales or a few products as a guarantee of the survival of the enterprise and then you can develop a number of products with a better market prospects as a technical reserve. market prospects as a technical reserve Investment:
Avoid conflict with the strongest players to take the route of transformation
Currently the domestic production of cephalosporin antibiotics mother nucleus 7-ACA manufacturers, including Shijiazhuang Fukushima Lubao, etc. has been foreign 7-ACA dominated the situation of the domestic market has been completely reversed, foreign manufacturers have been Foreign manufacturers have withdrawn from the domestic market, resulting in a very tight supply of domestic 7-ACA and the domestic consumer market of cephalosporin antibiotics has matured, thus driving the domestic cephalosporin antibiotic intermediates in short supply of the tension of the situation will give rise to a new round of investment in the climax of the situation, but due to the above analysis of the various reasons for the new enterprises is very difficult to compete with the well-established enterprises. Although some of the old enterprises have stopped the production of one or several varieties, but it is easy to resume production so that the domestic cephalosporin antibiotic pharmaceutical intermediates market, although there is a large space for development, but the new investors have a considerable risk
Because of the current cephalosporin antibiotic market is increasingly hot, resulting in penicillin antibiotics prices are low, so the penicillin transformation to synthesize new antibiotics is also a good investment route such as meloxicillin alloxacillin piperacillin, etc. due to its efficacy and low price of raw material supply and has a very good development prospects at the same time will be the transformation of penicillin into cephalosporin antibiotics mother nucleus, such as 7-ADCAGCLEGEO, etc. is also a good market prospects of the product investment in these products can be avoided with the mature and powerful competitors to conflict with the head of the market. Investment in these products can avoid head-on conflict with mature and powerful competitors can play the effect of surprise victory