Developer and Manufacturer of Chinese and Western Medicine and Health Products
Lunan Pharmaceutical
Comprehensive Pharmaceutical Group
Recently, the Beijing Municipal Administration of Traditional Chinese Medicine released the "2023 Beijing Winter Influenza Prevention and Treatment Plan with Traditional Chinese Medicine (Trial)," recommending 19 Chinese patent medicines (including 12 exclusive varieties). Data shows that the total sales of these 19 Chinese patent medicines in China's three major terminals and six major markets in 2022 exceeded 14 billion yuan; five varieties had sales exceeding 1 billion yuan, with the national "miracle drug" leading with over 3.8 billion yuan in sales; more than 650 manufacturers produce Banlangen Granules, and exclusive varieties from Jumpcan, ApicHope, and Lunan Pharmaceutical were selected.
As various regions gradually enter winter, respiratory diseases have entered a high-incidence period. On November 26, the National Health Commission (NHC) of China held a press conference pointing out that recent respiratory diseases are mainly influenza. The叠加effect of multiple respiratory pathogens has led to a continuous increase in acute respiratory diseases in China.
01, 7 Types of Adult Flu Traditional Chinese Medicines3.8 Billion National "Miracle Drug" Takes the Lead
In the treatment plan for adult influenza using traditional Chinese medicine, recommendations are provided for three main clinical manifestations, including "primarily fever and cough," "primarily low to moderate fever," and "primarily chills, fever, runny nose, and muscle pain." Seven traditional Chinese medicines, such as Lianhua Qingwen Capsules, Jinhua Qinggan Granules, Banlangen Granules, Shufeng Jiedu Capsules, Antivirus Granules, Chai Shi Tuire Granules, and Jingfang Baidu Pills, have been recommended respectively.
Adult Influenza Treatment with Traditional Chinese Medicine
Among the 7 traditional Chinese medicine products, the number of manufacturers with production approval for Isatidis Radix Granules is as high as 672, including Baiyunshan Hutchison Whampoa Chinese Medicine, China Resources Sanjiu (Zaozhuang) Pharmaceutical, Guangdong Hengcheng Pharmaceutical, Yunnan Baiyao, Taiji Group, etc.; Jingfang Baidu Pills productionEnterpriseThere are two, specifically Ankang Zhendai Pharmaceutical and Sichuan Zikushan Pharmaceutical.
Five traditional Chinese medicine (TCM) products are exclusive varieties, including Lianhua Qingwen Capsules by Yiling Pharmaceutical, Jinhua Qinggan Granules by Juxiechang, Shufeng Jiedu Capsules by Anhui Jiren Pharmaceutical, Antivirus Granules by Sichuan Guangda Pharmaceutical, and Chai Shi Tuire Granules by China National Pharmaceutical Group Guangdong Global Pharmaceutical.
Data shows that the combined sales of seven traditional Chinese medicine (TCM) products in China's three major terminals and six key markets exceeded 6.5 billion yuan in 2022. Among them, the national "wonder drug" Lianhua Qingwen Capsules led with sales surpassing 3.8 billion yuan, while Banlangen Granules achieved sales of over 1.5 billion yuan. Shufeng Jiedu Capsules and Antivirus Granules both exceeded 400 million yuan in sales, and Jinhua Qinggan Granules surpassed 100 million yuan in sales.
02、12 Types of Pediatric Influenza Traditional Chinese MedicineJumpcan、Kangyuan、Lunan Selected
Recommended Treatment Options for Pediatric Influenza with 12 Chinese Patent Medicines: For the pattern of exterior cold and interior heat, the following can be used based on differentiation: Xiao'er Ganmao Granules, Xiao'er Chiqiao Qingre Granules, Jinlian Qingre Effervescent Tablets, Qinxiang Qingjie Oral Liquid, Xiao'er Chaigui Tuire Granules, and Xiao'er Resuqing Granules; For the pattern of phlegm-heat obstructing the lungs, the following can be used based on differentiation: Children's Cough Liquid, Xiao'er Xiaoji Zhike Oral Liquid, Feire Kezhuan Oral Liquid, Xiao'er Kechuanling Oral Liquid, Kaihoujian Spray, and Jinzhen Oral Liquid.
Treatment Plan for Children's Influenza with Chinese Patent Medicine
Among the 12 traditional Chinese medicine products, more than 80 manufacturers hold production licenses for Xiao'er Ganmao Granules and Xiao'er Kechuanling Oral Liquid, while only two companies each have production licenses for Xiao'er Chaigui Tuire Granules, Xiao'er Resuqing Granules, and Children's Cough Syrup.
Seven proprietary traditional Chinese medicine (TCM) formulations include Jumpcan's Xiao'er Chitiao Qingre Granules, Lunan Houpu Pharmaceutical's Xiao'er Xiaoji Zhike Oral Liquid, Sunflower Pharmaceutical's Xiao'er Feire Kechuan Oral Liquid, Guizhou Sanli Pharmaceutical's Kaihoujian Spray, Kangyuan Pharmaceutical's Jinzhen Oral Liquid, and Tianjin Zhongsheng Haitian Pharmaceutical's Jinlian Qingre Effervescent Tablets.
Data shows that the combined sales scale of 12 traditional Chinese medicine products in China's three major terminals and six major markets exceeded 7.6 billion yuan in 2022. Among them, the sales of Xiaor Chigiao Qingre Granules exceeded 2.5 billion yuan, while the sales of Kaihoujian Spray (Children's Type) and Jinzhen Oral Liquid both surpassed 1 billion yuan. The sales of Xiaor Chaigui Tuire Granules and Xiaor Xiaoji Zhike Oral Liquid both exceeded 500 million yuan.
03、400 Billion Yuan Chinese Patent Medicine Market Sparks New Vitality
Data shows that in 2022, the total sales of traditional Chinese medicine in the three major terminals and six major markets in China approached 400 billion yuan, a year-on-year increase of 5.81%; in the first half of 2023, its sales exceeded 210 billion yuan, with an increase of over 15%, and the annual sales are expected to exceed 400 billion yuan.
Sales of Chinese Patent Medicine in China's Three Major Terminals and Six Markets (Unit: Ten Thousand Yuan)
In recent years, the traditional Chinese medicine (TCM) industry has seen frequent favorable policies, with increased support for the inheritance and innovation of TCM. Various supporting guidance measures are also continuously being refined. While encouraging TCM innovation and expediting the review and approval processes, policies have further focused on TCM quality, clinical safety, and effectiveness. These policies have also clarified the research and development models and innovation pathways for TCM innovation, making the process smoother and enhancing companies' innovation and R&D capabilities.
Policy benefits are gradually translating into performance realization. The 2023 third-quarter earnings report shows that the A-share Traditional Chinese Medicine (TCM) sector continues its impressive performance, with over 50% of companies achieving dual growth in revenue and net profit; eight enterprises reported net profits exceeding 1 billion yuan, with Yunnan Baiyao, Baiyunshan, and Pien Tze Huang ranking in the top three, while Tianshili, Taiji Group, Zhenbaodao, and five others doubled their profits; five companies reported revenues surpassing 10 billion yuan, led by Baiyunshan; meanwhile, Qizheng Tibetan Medicine, Shouxiangu, and two other firms achieved gross profit margins above 80%.
InPharmaceuticalsHas unique advantages and roles in the prevention and treatment of common diseases, frequent diseases, chronic diseases, major diseases, and newly emerging infectious diseases. Apart from this winter's fluTraditional Chinese MedicineIn addition to the prevention and treatment plan, many places have successively released information about COVID-19 in the past year.Traditional Chinese MedicineMedication Prevention and Treatment Plan, Spring Influenza Traditional Chinese Medicine Prevention and Treatment Plan,ChildrenTraditional Chinese Medicine Prevention and Treatment Plans for Mycoplasma Pneumonia, Guidelines for Traditional Chinese Medicine Prevention and Treatment of Respiratory Infectious Diseases in Winter and Spring, and Traditional Chinese Medicine Prevention and Treatment Plans for Acute Respiratory Infectious Diseases in Children During Winter. Multiple proprietary Chinese medicines have been frequently recommended, highlighting the advantages of traditional Chinese medicine.