March 2021 The Fourth Phase China Veterinary Medicine Feed Raw Material Market Analysis Trends (VPi shocking, Supplier sales pressure increasing, transaction price little decrease.)

 

 

The Current Analysis 

1.The Data monitoring, March 24^th veterinary drug raw material price index (VPI)95.75, the current price index high collation.In late March, the overall market to maintain a low and stable operation, shrinkage consolidation stage, the middle and downstream mainly hard procurement.

 

2.Upstream raw material costs and supply pressure, resulting in low capacity, strong price support high level. Under the high price situation, the upper and middle supplier sales pressure is more obvious, the market to maintain a stalemate.With the consumption of the downstream inventory, the downstream will be more willing to decrease the price. The market will determine the reasonable range through bargaining and gradually increase the production volume.

 

3.Veterinary medicine raw materials: veterinary medicine raw materials in current market, most commonly use category high price performance stabilization, at the same time in the post-holiday farm animal breeding market recovery phase, the downstream demand not increase, use namely buy is given priority to, customers order quantity is little the trade channel sales pressure, recently downgraded clinch a deal price, bargaining is common, but due to cost constraints, price range is not wide.With the consumption of the inventory in the middle and lower reaches, the market inquiry purchase will gradually increase in volume.Mainstream factories need to fulfill a large number of orders and contracts, and it is difficult to restore the normal supply ability level within a short time, which is expected to remain high level for a period of time.Recent mainly focus on lincomycin hydrochloride, doxycycline hydrochloride, florfenicol and other categories of price trends.

 

4.Vitamins: The performance of the vitamin market is stable. Mainstream factories of some categories have raised their prices, showing their willingness to raise prices under the affect of costs, but the downstream demand is not flourishing and the turnover is shrinking.Downstream demand is affected by pork prices and the process of production capacity recovery. The middle and downstream market is dominated by consumption of inventory and small and medium-sized single purchase. Rational bargaining is the main transaction, and the wait-and-see mood is strong.It is expected that the vitamin category will show differentiation trend according to the degree of production capacity dispersion, and the market will continue to maintain the stage of fierce competition.

 

Veterinary Medicine Raw Materials

Veterinary medicine raw materials in current market performance at low stable level, most commonly used category at high price performance stabilized situation, at the same time in the post-holiday breeding market recovery phase, the downstream demand, market use namely buy is given priority to, light volume, trade channel sales pressure, recently downgraded clinch a deal price bargaining is common, but due to cost constraints, price range is not wide.With the consumption of the inventory in the middle and lower reaches, the market inquiry purchase will gradually increase in volume. Mainstream factories need to fulfill a large number of orders and contracts, and it is difficult to restore the normal supply level within a short time, which is expected to remain high side for a period of time.Recent focus on lincomycin hydrochloride, doxycycline hydrochloride, florfenicol and other categories of price trends.

                                                                       *The above price index is collected through market samples, not real current transaction price.*

Veterinary Medicine APIs Market Analysis

 

Broad-spectrum antibiotic penicillins categories:

Penicillin industrial salt -- the mainstream factory quotation continues to be high side, the overall production capacity is insufficient, the market inquiry order transaction is positive (the transaction is at 105-115 CNY / 1 Billion), the market price index is running at high side, the recent price has not been significantly loose, it is expected to continue to be high level.

Amoxicillin -- the mainstream factory quotation continues to be high side, the downstream procurement is general, the trade channel negotiated shipment (the transaction price is 195-205 CNY/kg), the market is expected to be good, the market price index is running at high side in this period.

Amide alcohols category:

Flfenicol -- Long-term constraints on the supply of major upstream raw materials directly affect the production capacity of the florfenicol factory.Mainstream category, market demand is strong, market price index at high level shocking.(transaction price 615-625 CNY /kg)

 

Tetracycline Category

Oxytetracycline and oxytetracycline hydrochloride -- the cost of mainstream factories at high side, the mainstream factories are willing to raise the price, the supplier of goods is relatively concentrated, and the market is expected to be good. The market price index in this period is stable (oxytetracycline hydrochloride is 115-125 CNY /kg and oxytetracycline base is 85-95 CNY /kg).

Doxycycline hydrochloride (doxycycline) -- the supply ability of mainstream factories eased slightly, the trade channel released the early inventory at a low price, and the market trade price continued to fall from the high level (640-655 CNY/kg), which suggested attention.

 

Macrolides:

Erythromycin thiocyanate -- Mainstream factories raised the offer, and the market at home and abroad paid high attention (the transaction was 350-370 CNY/kg). The market price index in this period was running at a high level, and let’s continued to pay attention to it.

 

Tylosin, Tilmicosin, and Acetylisovaleryltylosin Tartrate -- the supply of mainstream factories is limited, so the price of related categories is raised, and the supply is limited. The market price index is running at a high level (the Tylosin price is around 330 CNY /kg , 455 CNY /kg of Tilmicosin phosphate, 460 CNY /kg of Tilmicosin base, and the supply of Acetylisovaleryltylosin Tartrate is in short supply). Let’s focus on it, and continue to pay attention to the upstream factory signing quotation information.

 

Aminoglycosides

Streptomycin sulfate -- The market supply is relatively concentrated, the mainstream factories are willing to raise the price, and the price rises rapidly in the early stage. The recent market transaction is general, and the market price index is high and fluctuating (the transaction price is between 250-270 CNY/billion).

Apramycin sulfate -- the supply of mainstream factories is insufficient, the stock positions of trade channels are lower, the market inquiry orders are actively purchased, the factory offer is high (recently the transaction price is 280-295 CNY/kg), and the market price index is running high.

Neomycin Sulfate -- Recently, mainstream factories have raised the offer for trial, the market response is general, and the trade channel has attracted high attention. The market price index this period is getting ready to run (the transaction offer is 140-150 CNY / 1 billion), let’s pay attention to the news from the factory.

 Gentamycin Sulfate -- The supply of mainstream factories of veterinary products is concentrated, and the overall supply has been short for a long time. The market inquiries are dominated by the negotiated prices (veterinary products are traded at 1450-1470 CNY / 1 billion). The market price index is running at a high level, and let’s pay attention to the release of news from mainstream factories.

Sulfa:

The upstream supply of sulfonamides is relatively concentrated, the main upstream raw material price is high, the factory supply is insufficient, the market price index is high and fluctuating, pay attention to.(Sulfachloropyridazine sodium around 350 yuan /kg, sulfachloropyridazine sodium around 375 yuan /kg, sulfamethoxine sodium around 355 yuan /kg)

Quinolones:

Enrofloxacin and Ciprofloxacin -- Mainstream factories have concentrated supply of goods, and their prices have increased steadily, and the market has responded positively (Enrofloxacin and Ciprofloxacin have traded at 220-228 CNY /kg), and the market price index is running at a high level.

 

Antipyretic and analgesic:

Analgin - influenced by the international market and rising production costs, the mainstream factories offer high prices . The market price index runs high side(trading at 75-85 CNY /kg).

Paracetamol -- the upstream raw material price is high and the supply is insufficient, the mainstream factory production capacity is insufficient, and at the same time, affected by the international market and the epidemic, the domestic quotation is firm and the supply of goods is concentrated, and the market price index is running at high level.(Transaction price at 55-65 CNY /kg)

Carbasalate Calcium -- Mainstream factories have increased their costs and slightly raised their quotations. The recent market transactions have been stable. The inventory in the middle and lower reaches of the market is normal.(traded at 50 to 60 CNY /kg)

Mequindox :

The upstream raw material price is high, the cost is rising, the mainstream factory limits the signing and raises the quotation, the market expectation is good, the pre-market transaction price remains high after the sharp rise (transaction at 60-67 CNY /kg), the market price index is high and fluctuating.

Vitamins 

Vitamin market performance is stable, some categories of mainstream factories to raise the price, showing the impact of cost will to increase prices, but the downstream demand is not flourishing volume contraction.Downstream demand by the pig production capacity recovery process is blocked, the middle and downstream market to consume inventory and small and medium-sized single purchase, rational bargaining deals, wait and see strong mood.It is expected that the vitamin category will show differentiation trend according to the degree of capacity dispersion, and the market will continue to maintain the stage of fierce competition.

                                                                    These price index according to the market sample analysis, not the current transaction price.

                                        

Vitamins Market Analysis

 

VA: Mainstream factories at home and abroad maintain stability after the price rise, the market price range is broad, the market attention is high, domestic negotiated transaction more (trade transaction price 365-385 CNY /kg), the market price index is volatile, the market transaction is not good.

 

50% VE: Mainstream factories increase the price, domestic and foreign inquiry orders increased attention, the market transaction is general, negotiated transaction (the market quotation of 75-85 CNY/kg), the market price index shock collation.

 

Calcium pantopanate: Recently, the domestic mainstream factory limited order signing, the quotation increased slightly, the market attention is high, the inquiry order is positive (the market quotation is 75-82 CNY /kg), the transaction is general, the market price index fluctuates.But the overall market supply tends to be scattered, the market competition is stronger, the increase is limited.

 

Niacinamide: the mainstream factory raised the price in the early stage, and the market attention was high (the market price was 51-56 CNY /kg). The market transaction was general, and the market price index maintained steady in this period.

 

VD3: The recent market transaction is general (the market quotation is 120-135 CNY /kg). Although the factory raises the quotation, the market response is general. The low-price inventory in the early market is mainly consumed, and the market price index is running steadily.

 

VB1: Mainstream factories have stopped production for transformation, and the market inquiry is positive. Trade channels take advantage of this opportunity to raise the quotation, and the market transaction is not good. The market price index in this period is running steadily (traders quote 188-200 CNY /kg), and the transaction is mainly negotiated.

 

VB2: Some factories raise prices for limited sales, and the market price shows the intention of rising (80% of the products are quoted in the market at 92-100 CNY /kg). However, the supply side is relatively scattered, the low-price inventory is full in the early stage, the market transaction is ordinary, and the market price is fluctuating.

 

VB6: The market purchase is stable, the trade quotation is broad (the market quotation is 125-135 CNY /kg), and the market price index is stable.

 

VB12 feed grade: The recent market transaction is general (the market quotation is 170-180 CNY /kg), the market price index is slightly loose, the market capacity is relatively scattered, pay attention to the delivery speed of the factory.

 

2% Biotin: the recent market performance is flat, the market has low-price inventory and supply, the domestic price has slightly increased at the low level, the market price this period is stable and gaining momentum (the market quotation is 70-75 CNY /kg).

 

Folic acid: Recently, the market inquiry purchase has been slightly active. Due to the impact of the factory cost, the price has been raised (the market price is 240-260 CNY/kg). The mainstream factory has raised the price for trial, and the market price has moved up from the bottom.

 

VK3: Upstream raw material prices rose, cost increase pressure increased, some factories slightly raised the price, the market attention increased, negotiated a deal (the market quotation is 68-75 CNY /kg), the market price index slightly stronger.

 

VC: Influenced by the international epidemic. As the mainstream anti-epidemic category, domestic inquiry and procurement are active. The market quotation in this period is high (the market quotation is 50-60 CNY /kg), and the market price index is high and fluctuating.

 

Amino acids

Lysine: the mainstream factory quoted a high price, the mainstream price of 70% products was 5.8-6.4 CNY/kg, and the mainstream price of 98% products was 11.5-12.5 CNY/kg.The recent market high transaction intention is low, generally hold a wait-and-see attitude, the current market price index high shock.

Methionine: the market quotation is 23.5-25.5 CNY/kg.Foreign factories supply tight, delivery delays, rising transport costs.The overall quotation of domestic factories is high, the market expectation is good, the trade channel increases the position actively, the downstream purchase is general under the high price, the market price index runs high.

Threonine: market price 13.8-15.5 CNY/kg.Influenced by raw material cost and other factors, as well as tight supply in the international market, domestic mainstream factories offer high prices, market inquiries are positive, trading volume is not high, and the market price index runs high.