Business Club December 10th

After spending the madness in October, the Chinese herbal medicines finally slowed down. Recently, the quotation for the “Zhe Ba Wei” special product market in Pan’an, Zhejiang province showed that the price per kilogram of medicinal materials was generally 1 to 2 yuan lower than at the end of October, but it was still nearly twice as expensive as the price at the beginning of the year. I rushed to Zhe'an County, a Zhejiang medicine base, to find the source of this wave of herbal medicines.

Seed prices soared 6 times

Chun'an is the base of traditional Chinese medicine in Zhejiang Province. The main origin of the five flavor Chinese medicinal materials in the “Zhe Ba Wei” is in Pan’an, of which, the output of Zhejiang Fritillaria accounts for more than 60% of the country, and Bai Zhu, Yuan Hu, Scrophularia, Hang Bai The output of wolfberry etc. also accounts for more than 30% of the national output.

After entering the village of Chixia, Xin'an Town, Pan'an County, the villagers Zhao Jiaguang and his wife are planting Fritillaria. The Zhao family lamp planted a fritillary of 1 mu with 2 points last year. In May of this year, a total of more than 200 pounds of Fritillaria were collected at 1 mu and 2 cents. Fritillaria dried in the sun, in July to pull Pan'an "Zeba flavor" specialty city sold, the price was 46 yuan / kg, sold less than 5,000 yuan, the proceeds even higher than last year.

However, the price of Zhejiang Fritillaria rose to 52 yuan/kg on the second day. On October 28, the price of Zhejiang Fritillaria in Xinyi market has risen to 62 yuan/kg.

The soaring prices of Chinese herbal medicines have also drastically increased the expenditure on the seeds of drug farmers. Zhao Jiaguang bought 800 pounds of mother-of-pearl in July. The price per kilogram was 12 yuan, and it cost nearly 10,000 yuan. Recently, some villagers also bought 800 pounds of Fritillaria seeds and spent 18,000 yuan, and the price of seeds per kilogram exceeded 20 yuan. "Last year, as long as the seed was only 3.5 yuan per catty, it is now more than 20 yuan."

Dealers make money by selling goods

Medicinal herbs from the field to the pharmacy, drug dealers are a key part. Chen Xianfen has been doing medicinal business for 28 years. She is a business household of Zhaoan Zhejiang Bawei Specialties City, and also has more than a dozen warehouses in the old herbal medicine market. It is a large dealer of local herbal medicine distributors and sells more than 1,000 tons of medicinal herbs each year.

“Partners who have cooperated with me for many years have bought some medicinal herbs when the prices are low. There are warehouses, and they are selling them out of high prices.” Taking Shanwei as an example, Chen Xianfen’s purchase price was 12 at the end of last year. About RMB/kg, the price rose to more than 50 yuan when shipped, and more than 100 tons have been shipped this year. Her fritillary cost price is also more than 20 yuan, and now also made twice.

In the most fierce Taizijian, the author learned that some hot money participated in the speculation, but after the price of 200 yuan / kg, most of the hot money have chosen high cash.

Beware of expensive diving

According to statistics, this year, Pan'an has planted 11,382 mu of Fritillaria, with a total output of 1,897 tons, an average yield of 168 kg per mu, and a yield of 260 kg per mu last year, a decrease of 29.2%. However, since the price of Zhejiang Fritillaria has more than doubled from last year, the output value has reached 113.8 million yuan, which is an increase of 112% compared with last year. In addition, the output values ​​of Platycodon grandiflora, Polygonatum odoratum, Gastrodia elata, and Hangzhou White Pelican increased by more than 100% from last year.

Compared with the double benefits of drug peasants, the benefits of circulation in the middle are even more abundant. Take this year’s craziest heterophylla as an example, the price paid by drug farmers is basically around RMB 20/kg, the price that one-handed dealers sell to the downstream is about RMB 240/kg, and the price placed at pharmacies is RMB 900/ In kilograms, 97% of profits are divided in circulation.

However, more pharmaceutical distributors feel familiar with the current drug madness. Since 2000, Pan'an's Zhejiang Fritillaria market has continuously risen. Affected by SARS, Fritillaria sinensis rose from 10 yuan per kilogram to 200 yuan in just 4 years. Prices began to plummet in 2004, fell to 30 yuan in the year, and fell to 20 yuan in 2005.

In the "roller coaster" market in Nabo, many drug farmers suffered heavy losses, and distributors of high stocks lost money and lost everything. Since herbs are mostly annual plants, new herbs will be on sale every year in April and May, and old herbs are often sold at discounted prices, which is why many dealers are shipping at low prices recently. After this round of surge, whether herbs will dive high is a problem worthy of investors’ attention.

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