Jaipur Stock：Under the new crown, the ＂World Pharmaceutical Factory＂ has almost stopped the operating rate of Indian pharmaceutical companies by only 30 % of domestic counterparts to welcome order transfer opportu

"Science and Technology Board Daily" (Mumbai, reporter Zhu Jieye) News, the Indian new crown epidemic has intensified, and the changes in the market pattern of the ray and drug market caused by it once again became the focus of the market.On May 31, the concept stocks of A shares rose sharply.As of the closing, the industry leading enterprise Menahua's daily limit has increased by more than 5%of the common pharmaceuticals, Botan, Jiankai Technology, etc.

According to CCTV Finance, at present, more than half of the local governments across India have chosen "sealing the city", which has caused a serious impact of multiple pillar industries, and the operating rate of Indian factories has severely declined.Among them, the operating rate of Indian pharmaceutical businessmen and raw medicine pharmaceutical companies is only about 30%.

India has the title of "World Pharmaceutical Factory", which produces nearly 20%of generic drugs around the world. Its raw medicine is an important part of close connection with upstream and downstream in the pharmaceutical industry chain.CCTV quoted the German Economic Weekly that due to the large -scale measures of city closure, pharmaceutical companies have basically stopped, and the supply chain of exporting drugs to India to Europe and other regions is currently in a state of collapse.

According to public information, in addition to the United States accounting for 35%of the global industrial chain, India and India are the two largest markets for the supply of raw and drugs worldwide. The two account for about 21%of the global industrial chain, accounting for 12%and 9%, respectively.The status of the global raw and drug industry chain is very critical.Jaipur Stock

With reference to the research report of Guohai Securities, the high -incidence area of ​​India's epidemic and the pharmaceutical economic zone has a high degree of overlapping, such as the capital New Delhi, Northern State, Mahara Satra, Kanatacbon, Andella, HaidrabababababababababababaThe areas of the pharmaceutical industry such as Turbuya are all the pseudo -disaster areas.For example, CCTV Finance reports that in order to cope with the epidemic, over half of the local governments in India have chosen "seal the city", which will greatly affect the national pharmaceutical production activities, resulting in insufficient supply of raw materials.At this time, my country, which is also a major pharmaceutical manufacturing country, has the opportunity to make up for this shortage, and related orders may also accelerate the transfer to our country.

In order to understand the impact of the Indian epidemic on the domestic raw and pharmaceutical industry, "Science and Technology Board Daily" reporter contacted Meinhua (603538.SH), Huahai Pharmaceutical (600521.SH), Jiuzhou Pharmaceutical (603456.SH) today, Tianyu Co., LtdNagpur Stock. (300702.SZ) and many other raw and drug companies.Kanpur Wealth Management

However, the above -mentioned listed companies have responded that the Indian epidemic has little impact on the company's raw material business.

The relevant person in charge of Meinahua told the reporter of "Science and Technology Daily" that the current Indian epidemic has little impact on the overall order of the enterprise and has an impact on a single product."There is a single product to complete the entire year of sales in one month, but this is the influence of many factors. It takes time to transfer orders from India to India."

The relevant person in charge of Jiuzhou Pharmaceutical also told reporters that at present, the company's overseas orders have not changed significantly because of the Indian epidemic.

The statement of Huahai Pharmaceutical and Tianyu Co., LtdJaipur Wealth Management. is similar to the two raw and pharmaceutical companies mentioned above. Huahai Pharmaceutical said, "For us, the impact of the current raw and drug business is not so great, and the relevant market price fluctuations are still closely concerned."

Tianyu said, "The overseas order of the company's raw and drug business has not changed greatly, and it is impossible to calculate whether it is because of the reasons of the Indian epidemic."Kanpur Investment

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