Pesticide industry after so many years of development, has been a lot of formal, many small and medium-sized lack of innovation ability of enterprises will be gradually mergers and reorganization or face the fate of the future pesticide industry will be greatly different from the present, then the future of pesticide industry consumption hot spots where?

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To promote the construction of “all the way” is the current and future period of China’s most important strategy. “Along the way” along the majority of countries and regions, agriculture is still the most important part of the national economy, large demand for pesticides. Recently, the China Petroleum and Chemical Industry Association issued a “global opportunity for China’s chemical industry,” the report for the Chinese pesticide companies through international mergers and acquisitions to achieve international decision-making reference.

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The report shows that in 2016 the global agrochemical market (herbicide, fungicide, pesticide and other crop chemicals) is about $ 54 billion in total size and is expected to grow to $ 64 billion by 2020. Among them, herbicides in the 2016 market share accounted for 43%, pesticides and fungicides accounted for 28% and 26%. It is predicted that by 2020, the annual compound growth rate of pesticides and fungicides will reach 3.8% and 5.3% respectively, and the annual growth rate of herbicide compound is about 4.4%.

The long-term growth drivers of the agrochemical market include population growth, rising consumption expenditure and restrictions on available arable land until large-scale use of new agricultural growth patterns such as genetically modified seeds, automatic harvesting robots, and so on. In the short and medium term, weather and agricultural income also affect the demand for agrochemicals and drive their cyclicality.

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Unlike other chemical industries, agrochemicals are not dominated by demand in Asia, and the largest demand market is Latin America. Latin America’s market capacity is expected to reach $ 18.1 billion by 2020, followed by the Asian market ($ 17.8 billion), the European market ($ 15.6 billion), the North American Free Trade Area ($ 10.4 billion) and the Middle East and Africa $ 2.6 billion). In terms of growth rates, Latin America is expected to lead at an average annual growth rate of 6.5 per cent in 2016-2020, followed by the Asian region (5 per cent), the Middle East and Africa (4.5 per cent), the European region (3.4 per cent) And the North American Free Trade Area (2.0%).

The agrochemical industry has higher profit margins but is cyclical. The high profit margins of the original drug producers are mainly due to the entry threshold, namely, innovation and R & D and related costs (for the development of new, less toxic and efficient products), patent retention and regulatory review. The market is led by large agricultural companies such as Syngenta, Bayer, BASF, DuPont, Monsanto and Dow. Is now experiencing a global wave of integration, announced the transaction, including China Chemical and Syngenta, Bayer and Monsanto, Dow DuPont merger and follow-up agricultural spin-off. For the original drug and generics manufacturers, strong product development, registration and marketing capabilities are the key to maintaining profit margins. The cost of raw materials is not the main profit factor of the original drug manufacturer, but it is a key value driver for generics manufacturers.

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Due to the high growth rate in the agrochemical sector (expected annual compound growth rate of 4.5%), especially in Latin America, Asia and North America, with high growth rates and huge consumer markets, the higher entry threshold makes M & The preferred investment in the process of globalization. Traditionally, countries that are attractive to global investors include the United States, Canada, Brazil, Mexico, India and Poland.

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With global supply tightening, demand for titanium dioxide may continue to rise. Asia is seen as a major growth factor, especially in countries where living standards are increasing, and demand for coatings and packaging products has increased. However, the rise in prices of titanium dioxide (TiO2) in China is weakening the competitiveness, which provides an opportunity for exporters to invest in the Asian market.

China’s titanium dioxide (TiO2) market rebounded strongly in 2016, China’s titanium dioxide market prices in 2015 at a low price, and in 2016 to achieve a huge price increase, enhance China’s titanium dioxide manufacturing enterprises financial performance. 2016 foreign market demand for titanium dioxide (TiO2) increased by 17%, but also to promote the Chinese manufacturers to increase exports.

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Global demand for titanium dioxide market, other parts of Asia such as India, South Asia and the United States, Brazil and Mexico.

As the market demand for Tio2 weak next week led manufacturers to slow down the production rate, because the profit margins are low, 2016 global titanium dioxide supply tightening.

China as the most important supplier of titanium dioxide in Asia, as the Chinese government in 2016 to increase environmental supervision efforts to force manufacturers to limit and cut production to ensure that environmental protection, resulting in tight supply of domestic titanium dioxide. In addition, China’s titanium dioxide prices not only because of tight supply, higher raw material costs and increased transport costs also led to rising production costs.

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According to market experts, global consumption of titanium dioxide will likely continue to grow until the end of this century, the growth of the Asian market will play a greater role.

The most important role expected in future growth will be large-scale manufacturers, who will be able to enjoy lower production costs as they are able to procure businesses in the upstream market. For example: the purchase of titanium concentrate in Panzhihua City Rui Erxin trade processing, which will ease the supply of titanium dioxide in China’s titanium and other raw materials supply tight supply.

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Titanium dioxide industry believes that until 2018 early or mid-term price of titanium dioxide will continue to rise, due to the supply and demand of titanium dioxide to reach a level, to maintain a higher level, with the continuous improvement of living standards in Asian countries, like China’s paint and packaging The demand to promote the demand for titanium dioxide. As a result, Asia will become the most important market in the near future.

Due to the pre-order in the early season, the demand for titanium dioxide in the first quarter of 2017 remained stable. In addition, there are indications that the second quarter of the downstream industry such as paint, paint and plastic seasonal growth, which means that the supply situation is more stressful tension.

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Chinese and Asian manufacturers are not the only participants in raising the price of titanium dioxide. In 2017 many large enterprises have announced price increases, and may continue to 2018 years. International large-scale titanium dioxide companies Huntsman, Koster and Como on March 1 have raised their prices. Some of China’s titanium dioxide producers, prices at the end of February have also been pulled up.

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Domestic refined oil retail market recently renewed waves.

Reporters learned from the industry, by the petrochemical, PetroChina two main units led by a round of price cuts are more gas stations staged, private, social stations forced to follow up, which triggered a fierce market share battle.

In the industry view, this is the domestic refined oil supply, demand downturn, retail high profits and even share the popularity of multiple factors such as cycling. In addition, it does not rule out the sale of Sinopec in the overseas IPO before the outbreak of sales.

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More gas and diesel prices war started

“From the beginning of May, Sinopec and PetroChina gas station gasoline and diesel retail price war quietly started, preferential rates unprecedented, most in the 1 yuan per liter to 1.5 yuan, of which, Shandong, Henan, Zhejiang, Guangdong and other regions of the price war Bigger. “Industry agencies Jinlian a product analyst Wang Yanting yesterday on the card reporter said.

Reporters learned from Sinopec, the group’s Jiangsu oil branch recently jointly Jiangsu Agricultural Machinery Bureau, launched the “farming farming farmers” a number of initiatives for hundreds of thousands of agricultural machinery to provide a range of about 10% price concessions.

In addition, the Texas Agricultural Machinery Bureau and Sinopec and Texas Petrochemical Company recently jointly studied and developed a “three summer” agricultural machinery for the benefit of agricultural policy: June 1 to June 15 period, the city’s 84 gas stations 0 Diesel premium per liter limit of 1 yuan.

Sinopec Anhui Chizhou Oil Company in the urban area of ​​several large gas stations to implement the “peak peak refueling concessions” activities, the discount rate of about 0.3 yuan per liter. Statistics show that the implementation of the peak peak refueling, the average daily sales of 95 gasoline increased by about 20%, the highest growth of 39.8%.

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It is understood that Shandong Zibo part of the recent petrochemical petrol station has been the preferential efforts to reach 1.2 yuan / liter, in some of the more intense competition even more 2.3 yuan / liter discount rate. The PetroChina gas station is also “not far behind”, have hit price ads to attract customers.

For example, PetroChina Zhumadian branch of the gas station launched No. 0 diesel prices straight down concessions; Fujian PetroChina-owned gas stations are launched micro-credit to pay the random reduction and other preferential measures.

It is noteworthy that this is Sinochem for many years to take the initiative to join the sales price of refined oil war, and the preferential range, for a long time. In the past, as the domestic refined oil retail boss Sinopec by virtue of the gas station network, oil quality and other advantages, rarely involved in the private fuel station led by the price war.

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Multiple factors agitated oil retail market

“This is the result of increasing domestic refinery production capacity.” Wang Yanting told reporters that as of now the domestic refinery production capacity has exceeded 800 million tons, refined oil supply rose sharply, but by the downturn in the market constraints, the overall performance of downstream demand is not optimistic. The imbalance between supply and demand makes the retail market feel pressure.

She said that in 2017, the main unit retail market sales were significantly landslide, increase sales efforts is to increase sales, to seize market share one of the effective ways.

With the high temperature weather struck, outdoor operations are affected, and this year’s fishing moratorium and more than a month in advance, which have inhibited the demand for diesel. On the other hand, the popularity of shared bicycles also has a negative impact on gasoline consumption.

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At the same time, the current retail links are in the golden period of high profits, making oil prices larger space. According to Jin Lianchuang monitoring, in May the domestic 92 gasoline theoretical retail profits roughly 1906 yuan / ton, diesel theory, the retail profit of roughly 1456 yuan / ton, the petrol station considerable profits. Despite the increasing efforts to increase, but still profitable.

Another broker is not willing to name the broker told reporters that the background of the price war is the first domestic gasoline demand for the cumulative year-on-year growth rate for the first time negative, significantly different from the past few years apparent demand growth of about 10% The normal state. Gas demand growth is expected in the next few years will be the next step, so that the pressure of domestic oil excess oil growing. Second, to refining the right to use crude oil last year after the release of raw materials from the shackles, a substantial increase in operating rate, which also makes the market flow of refined oil increased, the impact of the market. In addition, the spread of domestic and foreign Guangdong Fujian coastal oil smuggling has become one of the factors affecting the balance of supply and demand of refined oil.

In his view, with the private refineries in the next few years of large-scale production, domestic oil surplus will be more serious.

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“As far as we know, Sinopec’s price war has successfully squeezed the share of some social gas stations, resulting in the latter last month sales fell by nearly 40% .Through this round of price war, Sinopec to let everyone see its gas station in the brand service , The absolute advantage of the regional position, but also people see the ‘two barrels of oil’ is not a big bad boat, not not able to participate in market competition, proved its sales strategy can be more flexible. “The researcher said.

He also said that the price does not rule out and Sinopec sales company in the overseas IPO overnight sales related.

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From April 2017 published in the new drug registration related policies and data can be seen, CFDA tilt of new drugs to increase imports of new drugs and major domestic new drugs are CFDA to speed up the review and approval of the focus, and also reflected in the self-examination Verification progress. According to this analysis, imports of new drugs in 2017 will lead to changes in market structure.

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The author summarizes the policies and data on the registration of new drugs published in April 2017, explores the intrinsic relationship between the import of the imported drugs, the listing of the first drugs and the priority review, the consistency evaluation and the self-examination and verification, and find the market under the new pattern Trend and project direction.

Two new hepatitis C drugs approved

April 28, CFDA issued a new drug listing announcement, has approved the United States and the United States and China Shibao Po (China) Investment Co., Ltd. of dalazapir hydrochloride tablets and A Shu Ruwei soft capsule market, mainly for adult chronic hepatitis C combination therapy The

Recalling the registration process of two products, darazapril hydrochloride tablets and Ashu Ruiwei soft capsules are priority to review the product. In February 2016, dalazavir hydrochloride tablets and Ashu Ruiwei soft capsule were reported clinically; in November 2016, at the same time, in the fourth batch of clinical self-examination checklist and No. 8 drug clinical trial data on-site verification plan, the month Declaration of production; in December 2016, the production of two products are accepted in the fifth batch of clinical self-examination checklist, but none of the published clinical trials in any of the clinical data test plan.

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It is reported that follow-up CFDA will continue to speed up the review of oral direct anti-hepatitis C virus drugs to promote the listing of such drugs.

Priority review into a major new drug

April 27, CDE published “to be included in the priority review process drug registration application of the publicity (the sixteenth batch)” only Zhengda Tianqing Pharmaceutical and Lianyungang Runzhong pharmaceutical declaration of azulodin hydrochloride capsules and APIs The The reason why the drug is included in the proposed priority review process is “significant treatment advantages compared with existing treatment”; There are also reasons for the inclusion of the “major project” for the priority review process

Beads were injected with sodium iloprazole sodium and iloprazole sodium, but eventually failed to enter the “included in the list of priority review varieties”.

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Import a large number of new drugs approved, the market pattern changes

2017 CFDA “on the adjustment of import drug registration matters related to the decision (draft)” comments issued after the announcement of the import of drugs approved to speed up. And from the sixth batch, the import drug acceptance number accounted for the number of self-check acceptance number dropped significantly. Delta data V3.2 found that imports of new drugs in 2017 will lead to changes in market structure.

The first is the hepatitis C drug market, in addition to Bristol-Myers Squibb (China) Investment Co., Ltd. approved two new drugs, there is to declare the listing of the Kyrgyz Yusuo Pupuowei film also entered the sixth batch of self-examination list, the admissibility Is also listed on the CDE “Priority list” and is expected to be available in the second half of 2017. Thus, has been confirmed in Europe and the United States significant efficacy of hepatitis C new drug battle, will be officially staged in China, who is expected to take the lead in China’s health insurance negotiations directory who is more likely to win.

Tyrosine kinase inhibitors, the oseltidomethanesulfonate tablets approved after 2016 were indications of adult patients with locally advanced or metastatic non-small cell lung cancer (NSCLC) with EGFR T790M mutation positive Treatment, alfanitine maleate indications for the treatment of epidermal growth factor receptor (EGFR) mutations in locally advanced or metastatic NSCLC patients. The active treatment of myelofibrosis and polycythemia vera is the main treatment of irinodipine phosphate. NSCLC drug market competition is expected to intensify in 2017. Diabetes drug market in 2017 there will be a new change. Glucagon-like peptide 1 (GLP-1) receptor agonists, it is expected that risperidone injection is expected to be approved in 2017. Sodium-glucose synergistic transporter 2 (SGLT2), the new batch was approved in 2017, and it is expected that the tablets will be approved soon. (Ⅰ) (II), and the first batch of self-checklist pending the listing of salatrine-metformin sustained-release tablets (Ⅰ) (II) and (III), the sixth batch of self-checklist in the Engler net hydrochloric acid metformin tablets.

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(I) (II) and (III), and telmisartan amlodipine tablets are expected to be available in the second half of 2017.

Self-examination of the sixth batch: oral generic drug began to review?

In the sixth batch of self-examination check list, the only one in the list of priority review of the product is the stone medicine group Ouyi Pharmaceutical Co., Ltd. metformin hydrochloride tablets, selected for the “same production line production, has been listed in the United States, Apply for domestic generic drugs listed. ” I believe that stone powder metformin hydrochloride tablets once approved by means of consistency assessment. In addition to metformin hydrochloride tablets, montelukast chewable tablets, benzoylate soft capsules, tramadol hydrochloride tablets, donepezil hydrochloride tablets and metformin hydrochloride sustained-release tablets are approved in the United States ANDA.

In the fight for the first drug imipramine tablets, lenalidomide capsules, vildagliptin tablets, erlotinine hydrochloride tablets, moxifloxacin hydrochloride tablets, pramipine hydrochloride tablets and paclitaxel for injection (albumin Combination type).

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Among them, lenalidomide capsules, the first batch of self-examination involved in Beijing Shuanglu Pharmaceutical Co., Ltd. products have not yet approved, Zhengda Tianqing Pharmaceutical Group Co., Ltd. products have been in the sixth batch of self-check list Line up. Moxyche hydrochloride tablets, the first batch of self-examination of the company have Chongqing Winbond Pharmaceutical Co., Ltd., Jiangsu Tianyi Pharmaceutical Co., Ltd. and Beijing Wansheng Pharmaceutical Co., Ltd., the fourth batch of self-examination involved in Peking University Pharmaceutical Co., Ltd. , The sixth batch of self-examination involving the Stone Pharmaceutical Group Ouyi Pharmaceutical Co., Ltd. and Nanjing Xingang Pharmaceutical Co., Ltd., which has been withdrawn involving Chongqing Winbond Pharmaceutical Co., Ltd. and Jiangsu Tianyi Pharmaceutical Co., Ltd.

to sum up

From April 2017 published in the new drug registration related policies and data can be seen, CFDA tilt of new drugs to increase imports of new drugs and major domestic new drugs are CFDA to speed up the review and approval of the focus, and also reflected in the self-examination Verification progress. Hepatitis C, cancer, diabetes and high blood pressure will be the areas most affected by this policy.

Domestic first imitation competition

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In the second half of 2017 is expected to restart, cardiovascular, cancer and diabetes medication is also the main competition of domestic enterprises.

Consistency evaluation Project competition is also expected to start in the second half of 2017, the same production line in Europe and the United States simultaneously listed products will be expected to obtain priority review, but the record system shorten the registration time, the time between enterprises is not too much time to be approved. It is expected that the consistency of the existing product approval of the reshuffle effect should be the fastest in 2018 began to reflect.

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