Medical network - on March 14, the major economies weak demand, some emerging economies growth momentum is insufficient, domestic tighter regulation and economic downward pressure influence, our country medicine development of foreign trade as a whole into the low speed growth, rose less than 1% in 2016. And cyclical impact affected the world economy and international business performance decline, agents of foreign trade in China has also cast a shadow over, in 2016 year-on-year growth of 3.8%, only slightly but local agent enterprise performance has a positive trend.
Import export vs.
The export decline in the first and import growth
In 2016, our country exports of $3.19 billion, western medicine preparations fell 0.24% year-on-year, scale in line with the 2015. In 2012 years ago, western medicine preparation in our country has remained more than 20% of export growth, although in the past three or four years in China, export growth of western medicine preparation has the potential of decline, but still to grow by about 10% growth. Western medicine preparations decline in exports appear over the years for the first time last year, reflecting the weak external demand, medical comprehensive competitiveness through foreign trade situation not changed radically, the export is still facing greater difficulties.
Look from scale, start is weak in the first quarter, growth in a large extent in 1 ~ 3 down, year-on-year decline in more than 8%, monthly rise since April export scale, quarter-on-quarter growth gradually increase, and monthly $312 million in August. In September, export tightening again, growth narrowed, and negative situation again. But judging from the number, the year of monthly export amount has been in a steady increase, prices are more serious.
Agents in China imported $14.1 billion in 2016, rose 6.7%, more than three times the 2014. As the country new trends in the pharmaceutical industry management innovation and policy, the strong market potential of expansion of the domestic market and international market downturn, forcing many international enterprises to focus on China, intensify the development of our medical market. From the point of monthly growth, in addition to outside fell slightly in April from a year earlier, the most in keeping increased by about 10%.
Trade mode analysis
Processing trade exports, good storage entrepot trade exports tumbled
In 2016 in the western medicine preparation processing trade exports of $1.044 billion, up 48.85% from a year earlier, higher than the overall growth of 49%, accounting for 32.7% of the total amount of export, in China is 18.7% higher than the same period last year.
Among them, the processing trade exports is given priority to with foreign companies in China, the main export areas for South Korea, Australia, the association of south-east Asian nations (asean), British and Hong Kong, China; In feed processing trade, domestic and foreign enterprises tied, the domestic enterprises in the export to Africa, America, South America and other markets, foreign investment is given priority to with Australia, Denmark and Spain and other regions.
Bonded warehousing transit trade, by contrast, exports fell sharply 44%, accounted for 12.95% of preparations of overall exports dropped 10% year-on-year in 2015. General trade exports are in line with last year.
Quantity and price category in detail
The commodity structure optimization, the generic drug class price falling
In 2016, a total of 69 kinds of western medicine preparations for export in our country, anti-tumor, cancer, mental, antivirus, resistance to high blood pressure and blood lipid, etc. Series high value-added products are exported to all achieve more than 20% of the growth, become the main drive western medicine preparations of export growth momentum.
Among them, the cancer and psychiatric drug exports have topped $100 million, and growth in more than three digits, main export market for us and the UK; Some fall hematic fat and prevent hardening of the arteries class preparation high added value of exports to the European market such as Germany, Britain, the Netherlands.
Hormonal drugs after a few years ago, after the rapid growth of the amount of price falling, exports plunged 25.7% in 2016, with the decline in the insulin class drugs and cortex steroid drugs is most significant. From monthly export growth, hormonal drug exports have been gradually pick up, June exports over five consecutive months of negative growth, achieved positive growth of 20% in the second half of the exports gradually recovered, but the price has fallen more severe, turn it around again until December, quantity and price achieved so, boost exports year-on-year growth by as much as 345.87% during the month, to promote export of hormonal drugs that 30% of the total amount of annual exports.
Penicillin, cephalosporin drugs after a few years slow growth, growth in 2016 began to recover, year-on-year growth of 19.5% and 19.5% respectively, but the price is still falling, down 5.8% and 14.8% compared to the same. Especially for the export prices, the worst that is associated with impaired local payment on one hand, on the other hand the preparation between enterprises and between enterprises with India's competition has further contributed to this phenomenon. And the price of exports to developed markets, such as the European Union was significantly improve, that as more and more enterprises through the eu GMP certification, processing and export further speed up the pace.
Local companies put out to sea
The mainstream market
Exports to the us is growing rapidly, with local companies as the main force; Dropped significantly, the European Union, Australia market downturn compared with foreign companies, Chinese companies
In 2016, our country to the United States western medicine preparations of export growth of 41.7%, accounting for 9.2% of the total amount of export, in China is higher than the overall export growth of 41.5%, mainly in general trade way. Local enterprises is the main force of exports to the us, and the top four are all for generic drugs in the United States to realize the independent brand sales company, registered and exports are at more than $17 million, and more than 20% year-on-year growth.
Western medicine preparation in our country, by contrast, exports to the European Union and Australia and other developed markets significant decline, among them, a 17% drop in exports to the European Union, the main export markets, such as Britain and the Netherlands, Denmark, appeared different degree of decline, the main and astrazeneca, xi 'an yeung sum, novo nordisk and other foreign companies, domestic enterprises in our country exports to these markets still appeared different degree of growth, but mainly generation processing business; For Australia's exports fell 11%, still in entrepot trade, bonded area and the main and astrazeneca, Merck, wyeth and other multinational enterprise business downturn, local pharmaceutical companies such as qilu pharmaceutical for Australia's export growth, but the proportion is still not high.
Emerging markets
Uncertainty factors significantly increased, differentiation, smooth performance in Asia and Africa, South America the first slide
Asia has been in China, the most important export market of western medicine preparation, accounted for 55%. In 2016, my western medicine preparations for the export of $1.27 billion, up 4.6% from a year earlier, the main export areas for South Korea, India, the association of south-east Asian nations (asean), Hong Kong, China and Japan. Among them, exports to South Korea and Hong Kong, China is given priority to with multinationals and bonded area transit trade; Exports to Japan is driven by some Japanese enterprises; While exports to India mainly for domestic enterprises, and give priority to with antibiotic drugs.
The association of south-east Asian nations (asean) has always been my important export market of western medicine preparations, I western medicine preparations for the association of south-east Asian nations (asean) export $2016 in 380 million, edged up 1.8% year-on-year. Thailand, the Philippines, Malaysia, Vietnam, Indonesia is in the top five exports to asean market, accounting for 85.6% of the total amount of China's exports to the association of south-east Asian nations (asean) western medicine preparations, preparations for the several big market in China exports are at more than $45 million. From the export growth, China's exports to Thailand, the Philippines and Vietnam is growing rapidly, growth reached 6.7%, 17% and 9.4%, respectively, for Malaysia, myanmar, Singapore is a large degree of decline, fell 14%, 8.6% and 8.6% respectively, bonded warehousing entrepot trade and multinational enterprise decline in business is the main reason. In addition to Malaysia, China's local enterprises to asean market expand the basic showed rapid growth trend, including the Philippines, Vietnam, myanmar and other asean countries export is given priority to with local companies, wuxi mei tin, rui Yang pharmaceutical, nolato, group, etc are doing well.
In 2016, western medicine preparations for the export $468 million in our country, edged up 2% year-on-year. Influenced by African economic malaise and the ability to pay down, prices fell for the export drugs, causes to the democratic republic of the Congo, Egypt, South Africa, Angola and so on several markets appeared a larger degree of decline, especially the artemisinin drugs export decreased greatly. Nigeria, Mali, Ethiopia, Uganda, in contrast, several market after the first two years after a sharp fall in 2016 achieved a significant rebound, year-on-year growth of 5.9%, 5.9%, 36.7% and 5.9% respectively.
South America as a focus on western medicine preparation in our country enterprise and development of the market, in recent years has maintained a relatively stable growth. But since August, the decline in exports to South America preparation began to appear in our country, and fell by over 20%, the decline in several markets of Brazil, Colombia, venezuela, the worst it with local by oil as the main economic pillar, oil prices lead to severe devaluation, ability to pay serious decline. As more and more enterprises, by contrast, through the on-site inspection of Peru, participate in local tender, our country exports to Peru, Ecuador, Bolivia and other South American markets in a substantial increase.
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1, predict! 2017 will not ascend
In 2017, the world economy still faces many uncertainties, the overall situation of foreign trade greatly improved less likely. Overall, the domestic enterprises to participate in the international division of labor increasingly diversified, green leaves, happy people, huahai, fosun also buy companies in Europe and the United States printing, extend generic drug production line, hengrui, zhengda, nolato, the weather is fine in research products licensed to multinational enterprises, research and development and international listed further speed up the pace, ted, HuaYao companies such as strengthening Japan's market development, the future of our country preparation is expected to accelerate exports to developed markets.
In spite of this, the United States came to repeal obamacare trump, proposed reforms in drug approval and biomedical fields, British Europe, Italy referendum, slow economic recovery of Europe, Japan and South Korea are influenced by political economy downward, Africa, South America emerging economies by the fall in commodity prices, tighter financial conditions affect the ability to pay further decline in export agents in the country has brought a certain amount of uncertainty.
Throughout the country, with generics consistency evaluation and the implementation of the "two votes", China's pharmaceutical industry will enter a new round of adjustment, but the overall medical market will continue to increase. Therefore the preliminary forecast, western medicine preparation in our country in 2017 will remain relatively stable growth of imports and exports, but export growth will not increase significantly.
2, why medicine imports can stable growth?
In 2016, our country imports to the eu still is given priority to, accounting for 72.2% of total agents in China to import. Germany, Italy, France, Britain and Sweden for the top five import market, occupied 58.5% of the total amount of import, and except from the UK and Italy import growth slowed and imports from other major markets generally realized was substantial. Some of the main import agent yongyu pharmaceutical, garden XinHai, Shanghai pharmaceutical import business growth rates above 20%.
Domestic medicine market expansion is the main driving factor of import growth. In 2016, our country key public YiYuanHua medicinal drugs more than 100 billion yuan, more than 8% year-on-year growth, Pfizer's lipitor, sanofi wave vertical dimension, roche shore on his card, still accounts for more than 60% of the share in the domestic market, takeda light c gonadorelin drugs such as imports also increased significantly. |
