The hottest infusion is adjusted to enter the fast

Large infusion: adjust to enter the fast lane

● China's large infusion industry is growing at a rate of 15% ~ 20% every year ● after rectification, the large infusion market has a good development environment and space ● companies with good growth in the industry present better investment opportunities. Large infusion is a category of pharmaceutical products. Due to its rapid, efficient and controlled release characteristics, it is a drug that must be used daily by medical institutions, At the same time, it is also an indispensable carrier or lysozyme for clinical rescue drugs and intravenous therapeutic drugs, which occupies a very important position in modern clinical practice. Production in the international market is more centralized. At present, there are three characteristics in the development of foreign infusion. First, the foreign market is mainly occupied by a few enterprises. Infusion is an industry with relatively low scientific and technological content, which is suitable for large-scale production. In developed countries, the phenomenon of large-scale infusion production concentration is very obvious. According to relevant statistical data, the per capita infusion volume in developed countries in the world is 3.33 bottles/person, but the number of infusion enterprises is small and the production scale is large. In the United States, Baxter has a monopoly of 80% of the infusion Market in the United States, with McGonagall and Abbott accounting for about 20%; In Europe, the large infusion market is basically occupied by four major companies: Fresenius, Braun, Baxter clintec and Pharmacia; Otsuka has the largest market share in Japan. Secondly, there are rich varieties, which can be divided into four categories, up to more than 200. Including fluid balance infusion, nutrition infusion, blood volume expansion infusion and drug therapy infusion. At present, the varieties of amino acids, electrolytes and sugars are developing in the direction of serialization; The varieties of therapeutic infusion agents have developed rapidly, with more than 170 kinds. Thirdly, the diversified packaging of infusion products requires greater punching force. Glass bottles, PVC composite films and non PVC composite films coexist, and the proportion of non PVC composite films is gradually increasing, which is the future development direction. The current domestic output growth and variety optimization ● the output has increased steadily. According to the analysis of the data provided by the State Drug Administration, in recent years, the output of large-scale infusion in China has increased by 15% - 20% every year, and at present, the clinical needs of our country have also increased by about 20% every year. It can be seen that the supply of large-scale infusion in China is basically in short supply. The total output of infusion in China increased from 1.38 billion bottles in 1995 to 2.91 billion bottles in 2001, with an average annual increase of 16.1%. On August 24, 1999, the State Food and Drug Administration officially issued the notice on the implementation of the relevant provisions of the "good manufacturing practice for drugs", which clearly requires that the production of large infusion and powder injection must meet the GMP standard by the end of 2000. From January 1st, 2001, all large infusion production enterprises that have not passed GMP certification will stop production. Among the 393 infusion production enterprises in China, 246 have obtained GMP certification after transformation, which not only ensures the quality of large infusion products, but also further improves the industry concentration and the benefits of infusion enterprises. On this basis, some domestic enterprises continue to expand production capacity, basically meeting domestic clinical needs, and the scale and structure are constantly optimized. According to the statistics of more than 200 hospitals in 14 major cities in China in 2001, in terms of amount, imported infusion accounted for 5.32% of the total amount of hospital infusion, 6.7 percentage points lower than 12% in 1994. In 2001, the utilization rate of production capacity of infusion in China reached 78.6%, which is a dosage form with the highest utilization rate of production capacity and the most stable development among the five categories of preparations. At present, there are about 18 enterprises with an annual output of more than 30million bottles, at least 2 enterprises with an annual output of more than 100million bottles, and the production concentration of the top 50 enterprises has reached 46%. ● the competition pattern is initially formed. Infusion products have the characteristics of low profit, strong regionality and winning by quantity. At present, the major infusion production enterprises in China include Shuanghe pharmaceutical, long march Fumin pharmaceutical, Sichuan Kelunda, Sichuan Shule, etc. Shuanghe pharmaceutical is the largest infusion manufacturer in China, with an annual output of 800million bottles; The annual output of the long march to enrich the people is about 400million bottles. In addition, the joint ventures of several world-famous infusion manufacturers in China also dominate in different market segments. For example, Tianjin Otsuka accounted for 68.62% of compound electrolyte glucose infusion in body fluid balance liquid; Fat emulsion infusion in nutrient infusion is mainly dominated by Huarui and Fresenius, accounting for 66.52% and 17.40% respectively. Huarui pharmaceutical, as a country, is the leader in the production of internal fat emulsion for instruments with thousands of yuan and tens of thousands of yuan. In addition to occupying the domestic market, it has also entered the European markets such as France and Sweden. The future market pattern should be that several large infusion production enterprises occupy the market, which means that there will be a fierce battle between large infusion production enterprises, and mergers or acquisitions are inevitable. ● the variety is constantly optimized. Among the large infusion products, there is still a big gap between China and foreign countries. The main performance is that the varieties are relatively single, mainly nutritional and electrolyte varieties, and less therapeutic varieties. In recent years, China's infusion products have been greatly developed, the number of varieties has increased from more than 40 to more than 80, and the variety structure has been further optimized. The proportion of ordinary infusion varieties such as glucose, sodium chloride, glucose and sodium chloride in the total infusion output has decreased from 70.5% in 1995 to 55% at present. A number of new infusion varieties for treatment, such as quinolones, amino acids for children, ribavirin, azithromycin, nimodipine, isosorbide mononitrate, puerarin and Salvia miltiorrhiza, have been successfully developed and obtained production approvals, most of which have been industrialized and put on the market. The proportion of therapeutic infusion is gradually increasing. However, xylitol, maltose, invert sugar, mixed sugar and other varieties in sugar infusion are still blank; Compound electrolyte infusion did not form a series; Some varieties still cannot meet the needs of hospitals, such as human albumin, fat emulsion, fluconazole, etc; Some therapeutic amino acid infusion and other varieties also need to be imported. ● with the development of new packaging, large infusion has high requirements for liquid medicine packaging materials: no particles, sterile, non-toxic, no heat source. In infusion production, in addition to advanced production technology and strict management means, its packaging is also an important factor determining the quality of infusion products. The packaging forms of large infusion include: glass bottles, plastic bottles and plastic bags. Plastic bottle infusion has the advantages of light weight, good sealing, easy transportation, low production cost and high safety. It is becoming a replacement product to replace glass bottles. In developed countries, plastic packaging is almost used except for a few glass bottles. Last year, the annual output of large infusion in China was about 3billion bottles. Most of them are packaged in glass bottles, accounting for more than 90% of the national market. Glass bottles not only have the disadvantages of easy damage, inconvenient transportation and large storage volume, but also, in the process of use, due to the need to constantly introduce air into the liquid medicine, the dust and microorganisms in the air are easy to pollute the liquid medicine. In addition, China causes great pollution in the production of large infusion glass bottles every year, consuming a lot of resources and energy. The production of plastic bottled infusion can better solve these problems. Therefore, the production of high-quality and high-level plastic packaging infusion is in line with the national industrial policy. At present, there are two directions for the improvement of large infusion packaging - composite flexible packaging bags and plastic calendered copper foil with an annual output of 70000 tons. The project is progressing smoothly. Domestic powerful manufacturers such as Shuanghe pharmaceutical have made large investments in the improvement of packaging. Owens Corning has also actively carried out activities with some domestic institutions and colleges with R & D capabilities. New infusion packaging continues to emerge. The infusion output of plastic packaging is currently about 150million bottles (bags), accounting for 5% of the total infusion production. At present, the latest packaging material commonly used in the world is non PVC folding composite soft bags. Although it is also used by domestic pharmaceutical enterprises, the raw materials of this product can not be produced in China, and the price is high, which does not adapt to the "low-level, wide coverage" basic medical insurance system. Therefore, it seems that there will be no great development in the short term. It is expected that in the next few years, China's large infusion products will still be mainly packaged in glass bottles, but it is an inevitable trend for plastic packaging to replace glass bottles. At present, there are still some factors that restrict the sustainable development of China's large infusion industry, such as few varieties, serious low-level repeated construction and so on. Since 2001, an "upsurge" of reconstruction, expansion and new infusion production lines has quietly set off across the country. Almost all existing infusion production enterprises are expanding or planning to expand. According to the statistics of China Pharmaceutical Equipment Industry Association on 21 domestic infusion production line manufacturers, a total of 301 infusion production lines were sold in 2001; According to relevant information, 6 infusion production lines were imported in the same period. Based on an average of 10million bottles per line, the country's new infusion production capacity is more than 3 billion bottles. If these production lines are completed and put into operation, the new capacity will exceed the total output of infusion in China in 2001. The main reasons for this phenomenon are: first, the state has strengthened macro-control and conducted GMP certification for production enterprises. Enterprises that failed to pass the certification were forced to stop production, reducing the number of enterprises by about 1/3 and freeing up some production capacity; Secondly, the state has vigorously rectified the self-made infusion products in the preparation rooms of medical institutions, freeing up a market space of 400million to 500million bottles. Due to the reduction of production institutions and the relative increase of orders, it has become a signal that supply exceeds demand for existing enterprises, so they have increased production capacity. However, the deeper reason is that the R & D capacity of domestic large infusion enterprises is weak. Infusion products are mostly price competition, rather than quality and technology competition, which makes the entry threshold of infusion market low, resulting in a herd situation. It is expected that in the next few years, the following development trends will appear in the large infusion Market: first, the market will be further integrated and production will be further concentrated. In this competition, large enterprises gradually expand their scale and integrate the market with the advantages of capital, marketing network and R & D, forming a situation that the strong are stronger and the weak are eliminated, making the production of large infusion more centralized. Secondly, the variety is constantly enriched and the product structure is optimized. With the enhancement of R & D capacity, new infusion varieties will continue to be cultivated and expanded, in which the proportion of therapeutic infusion products and plastic bottle packaging products will increase. The enterprise will work hard on large-scale production, variety diversification, product serialization and complete specifications. In addition, it will be inevitable to cooperate with foreign capital to expand overseas markets. In November, 2001, the infusion products produced by Huarui pharmaceutical went abroad for the first time, entered the markets of western developed countries, and were registered and approved in nearly 40 countries. Not long ago, 30000 bottles of "lailixin" (levofloxacin lactate) injection from Zhejiang Pharmaceutical, worth more than 800000 yuan, were exported to Germany, the first large infusion produced by local enterprises to be exported to developed countries in Europe and the United States. With the further improvement of the quality of infusion products in China, more and more infusion enterprises will look abroad to seek cooperation and expand the market