The Paper reporter Wu Yuli

  With the continuous expansion of production by major manufacturers and the dismantling and retail sales of antipyretics in many places, the concept stocks of antipyretics that once had a "high fever and never subside" have experienced cooling in the capital market.

  At the close on December 20, Shandong Xinhua Pharmaceutical Co., Ltd. (Xinhua Pharmaceutical, 000756), a major manufacturer of ibuprofen, fell 9.91% to 41.44 yuan per share.

According to wind data, from December 5 to December 20, Xinhua Pharmaceutical's range rose by 94.01%, with 7 daily limit within 12 trading days.

  The medical and biological sector continued to adjust, and Silong Pharmaceutical (002898), Hendy Pharmaceutical (301211), Luoxin Pharmaceutical (002793), Duorui Pharmaceutical (301075), and China Medicine (600056) fell by their limit or fell by more than 10%.

  On December 20, Xinhua Pharmaceutical's certificate representative responded to The Paper reporter about the company's ibuprofen production capacity, saying that the company is working overtime to increase supply and sales, and the production and delivery are all normal. They are all working overtime in production."

  According to the official website of Xinhua Pharmaceutical, Xinhua Pharmaceutical, as the core subsidiary of the pharmaceutical sector of Hualu Holding Group Co., Ltd., was established in 1943. It is the first chemical synthesis pharmaceutical company in New China and an important production and export base of antipyretic and analgesic drugs in the world. , an important domestic manufacturer of cardiovascular and cerebrovascular products, anti-infective products, and central nervous products, is headquartered in Zibo, Shandong.

  On December 15, Fan Jun, Secretary of the Party Committee and Chairman of Hualu Group, said that he will concentrate on supporting Xinhua Pharmaceuticals, rush forward, expand production capacity to ensure market supply, and ensure that the production capacity of key drugs such as ibuprofen will be doubled by the end of December.

  Xinhua Pharmaceutical told The Paper that at present, the company has adjusted the production line, and the production capacity has "already increased a lot". As for the specific increase in production capacity, the other party said, "It is now in the production process, and the specific data has not yet been counted."

  Ibuprofen, aspirin, and paracetamol (acetaminophen) are commonly used antipyretic and analgesic drugs, and these three drugs are included in the "Reference Table of Commonly Used Drugs for Home Treatment of Patients Infected with New Coronavirus".

China is the world's largest producer and exporter of ibuprofen raw materials, accounting for one-third of the global production capacity.

According to the statistics of Huajin Securities in the research report, the world's largest producers of ibuprofen APIs include Xinhua Pharmaceutical (000756), Hendy Pharmaceuticals (301211), and BASF, with annual production capacities of 8,000 tons, 3,500 tons, and 3,000 tons, respectively.

  Pharmaceutical companies continue to expand production and ensure supply

  Aiming at the situation that ibuprofen is "difficult to find", in addition to Xinhua Pharmaceutical, a number of enterprises involved in the production of ibuprofen have also stepped up their efforts to start production.

  On December 20, the card representative of Kangzhi Pharmaceutical (300086) replied to The Paper reporter on the production capacity issue, saying that the company's production is normal, and the production capacity implements "multiple shifts" and "increased shifts".

  According to an investor survey summary disclosed by Kangzhi Pharmaceutical on December 19, ibuprofen granules, nimesulide granules, paracetamol Huangmin granules, levocetirizine granules, Ganmao Qingre granules, Zhike Juhong granules, etc. There are many product orders.

Since November, the company's order volume has increased rapidly, and the current order plan is expected to be completed by the end of January (2023).

  In terms of raw material reserves, Kangzhi Pharmaceutical stated that the company coordinates with the upstream to ensure supply, and allocates equipment from the group to the Hainan base. The labor force is guaranteed, and the monitoring of outsiders is strengthened.

  On December 19, Teyi Pharmaceuticals introduced on the investor interaction platform that according to the "Medication Catalog for Patients Infected with New Coronavirus (First Edition)", the company's acetaminophen tablets, ibuprofen tablets, and diclofenac sodium enteric-coated tablets It is suitable for fever symptoms, and compound acetaminophen capsules are suitable for cold symptoms such as fever, runny nose, nasal congestion, and sneezing.

At present, the sales of the above-mentioned products are in good condition, and the company has been producing at full capacity to ensure market demand.

  On December 16, in view of the shortage of fever-reducing products such as Merrill Lynch and Tylenol under Johnson & Johnson in some parts of the country, Johnson & Johnson told The Paper reporters: "Always pay attention to the current situation of epidemic prevention and control, and actively respond to the call of the government and hospitals. Fully support the current medical material security work. At present, the factory of Shanghai Johnson & Johnson Pharmaceutical Co., Ltd. has increased its production capacity to the highest level, and is giving priority to supplying the Chinese market in the Asia-Pacific supply chain network. We are also actively promoting plans to optimize production facilities in order to further improve capacity."

  According to the "News Network" on December 20, the State Food and Drug Administration has deployed relevant local drug regulatory departments to serve first, guide enterprises to expand production capacity in an orderly manner, and strengthen supervision and inspection and sampling inspection.

In Zibo, Shandong Province, in the production workshop of the world's largest manufacturer and exporter of antipyretic and analgesic drugs, the company has adjusted its production varieties and is stepping up the production of antipyretic and analgesic drugs that are urgently needed in the market.

The pharmaceutical company is rushing to produce acetaminophen tablets, also known as paracetamol tablets.

Facing the heavy demand in the market, the company responded quickly, urgently purchased and allocated raw and auxiliary materials, packaging materials, etc., and worked overtime for production to ensure market supply.

  Gradually release production capacity and implement dismantling and retail sales in many places

  On December 20, CCTV News reported that according to statistics, there are currently 194 types of antipyretic, cough, antibacterial, and antiviral drugs that have been marketed in my country, involving more than 9,000 approval numbers.

Regarding the production of ibuprofen and acetaminophen, which are common antipyretic and analgesic drugs that are of great concern to the common people, according to the data in the 2021 corporate annual report, there are a total of 446 effective document numbers for ibuprofen, of which 104 are in production in 2021 ; There are a total of 986 effective document numbers for acetaminophen, of which 111 will be in production in 2021.

With the coordination and support of relevant departments, at present, the preparation companies in production of these two varieties are gradually releasing their production capacity.

  According to CCTV news, according to the research of some enterprises, the raw material drug production capacity of ibuprofen and acetaminophen in my country is relatively sufficient, which can meet the domestic demand for preparation production.

For example, the annual production capacity of Shandong Xinhua Pharmaceutical's ibuprofen API can reach 8,000 tons, far exceeding the total demand of the domestic market in previous years; the annual production capacity of Shandong Anqiu Luan Pharmaceutical's paracetamol API is close to 30,000 tons, about double the total demand.

  Regarding raw materials, Kangzhi Pharmaceutical also mentioned in the investor survey minutes that at present, raw materials such as ibuprofen and paracetamol have risen slightly, but the fluctuations are not large. On the basis of market demand and the release of the company's production capacity, raw materials Drug fluctuations have little effect.

  On December 20, a purchaser of a pharmaceutical company told The Paper that his company generally purchases from large pharmaceutical commercial companies. Since December 9, various products have been seriously out of stock, but recently, there has been a shortage of antipyretics. The goods situation has eased. It has purchased a small amount of spot goods, but the quantity is still not enough to let go of sales. It is still uncertain when the next batch of antipyretics will arrive.

  "Judging from the current situation, the shortage of antipyretics will not be really alleviated until the next year, at least 2 to 3 months." The person said.

  It is worth noting that, in addition to increasing supply guarantees, Changsha, Beijing, Nanjing, Zhuhai and other places have begun to implement dismantling and retail sales of antipyretics.

  On December 20, according to the "Changsha Market Supervision" WeChat official account, the Changsha Municipal Market Supervision Administration issued the "Notice on Encouraging the City's Drug Retail Enterprises to Dismantle and Retail the Anti-epidemic Drugs".

Among them, it is proposed to encourage drug retail pharmacies in the city to sell anti-epidemic drugs that meet the requirements of dismantling and retailing on the premise of ensuring the quality of the drugs.

  On December 19, at the 432nd press conference on the prevention and control of the new crown epidemic held in Beijing, Wang Houting, deputy director of the Beijing Municipal Food and Drug Administration, said that it is strictly required to disassemble and sell large-pack antipyretics put in pharmacies on demand.

  According to the information released by the WeChat public account "Zhuhai Release", the Zhuhai Municipal Market Supervision Bureau has decided to continue to supply antipyretic drugs in more than 500 retail pharmacies in the city for dismantling and retailing sales requirements starting from December 20.

  In addition, in order to alleviate the difficulty of purchasing antipyretics in the near future, starting from December 19th, Nanjing City will continue to put 2 million antipyretics on the market every day, and 153 retail pharmacies will sell them in a unified manner. You can purchase with a medical insurance card.