Supply and demand status/development trend of China's heparin sodium industry

Heparin sodium is an anticoagulant (blood thinner) that prevents thrombosis. With the acceleration of the pace of life and the increase of population aging, the global morbidity and mortality of cardiovascular and cerebrovascular diseases are increasing year by year. Heparin sodium is an effective way to solve these diseases. Heparin sodium raw material can be directly used to produce unfractionated heparin preparations, or it can be used to produce low molecular weight heparin sodium raw materials and then low molecular heparin preparations. Both unfractionated heparin preparations and low-molecular-weight heparin preparations belong to heparin drugs and are commonly used clinical anticoagulants. They are widely used in hemodialysis and various surgical operations. They are also clinically used to treat venous thrombosis and acute coronary syndrome ( Angina pectoris, myocardial infarction) and other diseases.


Supply: companies and output tend to rise

From the perspective of the number of heparin sodium companies, according to the data from the company's cat investigation, the number of companies related to heparin sodium in the country has increased overall from 2015 to 2020, reaching 89 in 2019, an increase of 14 from 2018.

In terms of market heparin sodium production and sales supply, take Dongcheng Pharmaceutical, a typical enterprise in the heparin sodium industry, as an example. From 2011 to 2019, Dongcheng Pharmaceutical's heparin sodium production and sales have continued to rise in the past three years. In 2019, the output reached 2,930.235 billion units, an increase of 46 year-on-year. %, a significant increase; sales volume reached 2363.043 billion units, a year-on-year increase of 17%.


Demand: continuous growth

In terms of market demand, heparin sodium has anticoagulant effects and is widely used in hemodialysis and various surgical operations. According to the National Bureau of Statistics, the number of inpatient operations in medical and health institutions continued to increase from 2011 to 2019, reaching 61,715,800 in 2018, a year-on-year increase of 10%, and it is initially estimated to increase to 67.59 million in 2019.

In addition, heparin sodium is clinically used for diseases such as ischemic heart disease and angina pectoris. Based on the proportion of discharged patients with angina pectoris, it can be understood that the number of patients with this type of disease may increase. The proportion of discharged patients with angina pectoris continues to rise from 2011 to 2019, reaching 1.35% in 2018, an increase of 0.18 percentage points from 2017, preliminary estimates It reached 1.57% in 2019, indicating that market demand has expanded.


Price: The sales price of heparin sodium has risen significantly

Changes in the supply and demand of heparin sodium affect market prices. Take the export situation of heparin and its salts (30019010) as an example. As the epidemic spreads globally, the price of heparin sodium will rise sharply in 2020. From 2017 to 2019, the export value of heparin and its salt increased significantly, reaching 761.28 million yuan in 2019, and the export volume reached 2.01 million tons; according to the export volume and export value of heparin and its salt, the average price of heparin sodium from January to May 2020 is 5817 10,000 CNY/ton, an increase of 54% from the average price in 2019, a significant increase.