Major listed companies in the industry: Zheng Chuan (603976); Yao Bo (600529); Linotebo (301188); Qibin Group (601636); Xu Dong photoelectric (0004 13), etc.
The core data of this paper: the market scale of medium borosilicate glass; Output and price changes of medium borosilicate glass.
Medium borosilicate glass is an important medical glass in the world.
According to the linear expansion coefficient of glass (relative elongation of object temperature rise 1) and the content of boron trioxide, and according to the comprehensive glass performance requirements in the Guiding Principles of Medical Glass Materials and Containers of the National Pharmacopoeia, medical glasses are divided into four categories, namely, high borosilicate glass, medium borosilicate glass, low borosilicate glass and soda-lime glass. The B2O3 content of high borosilicate glass is more than 12%, that of medium borosilicate glass is 8- 12%, and that of low borosilicate glass is 5-8%. Low boron silicon glass has low boron content, low melting temperature and relatively low production difficulty, and is the mainstream medical glass material in China. Medium borosilicate glass has low expansion coefficient and good chemical stability, and is a safer material for storing drugs. However, it is more difficult to produce and requires higher process control, so it is the mainstream pharmaceutical glass material abroad.
China medium borosilicate glass is in the whole industrial chain coverage stage.
The development of China's medium borosilicate glass began at 1950. China introduced foreign technology to produce medium borosilicate glass for the first time, but the development time was not long. At this stage, borosilicate glass is still mainly imported directly. It was not until 2004 that Shandong Yaobo introduced the neutral borosilicate molded bottle to the market and became the first enterprise in China to master the production technology of neutral borosilicate glass molded bottle. Since 20021,major enterprises have entered the borosilicate glass industry one after another, and the industry development has entered the third stage of the whole industry chain coverage.
The price of medium borosilicate glass products shows a downward trend.
According to the prospectus of Linuote Glass, the price of borosilicate glass products showed a downward trend from 20 18 to 202 1, which was closely related to the increase of market competitors and the company's price reduction promotion. In 2020, the company's unit price of borosilicate medical glass bottles is 0.20 1 yuan/bottle, 202 1, and H 1 is 0. 199 yuan/bottle. According to preliminary statistics, the market unit price of China medium borosilicate glass industry in 20021year was 0. 188 yuan/piece. From 20 18 to 202 1, the price of low borosilicate glass products showed an upward trend. In 2020, the unit price of borosilicate medical glass bottles is 0.048 yuan/piece, and 202 1 year is 0.05 yuan/piece. According to preliminary statistics, the low borosilicate glass in China is 202 1.
Note: As of September, 2022, Linuote Glass has not published the unit price data of borosilicate glass products and low borosilicate glass products in 202 1, and the data in 202 1 is based on the preliminary statistical data of that year and previous years, for reference only!
The industry is in short supply.
At present, there are relatively few suppliers in the domestic borosilicate glass industry, and the listed companies have strong supply capacity, but they still cannot meet the storage demand of downstream chemicals, and the supply in the industry is in short supply.
In 20021year, the market scale exceeded 5 billion yuan.
At present, there is no authoritative organization to release the market size data of neutral borosilicate medical glass. Based on the statistical data of Medical Network and china glass Network, the market scale of neutral borosilicate medical glass in China was estimated. According to the statistics of medical glass demand of medical network, combined with the prediction of china glass Network on the permeability of medium borosilicate glass in the field of medical glass, and considering the procurement cost of medium borosilicate glass bottles with different specifications, the market scale of medium borosilicate glass in China is calculated.
Without considering the price fluctuation and COVID-19 vaccine, the market size of neutral borosilicate medical glass is 201822 million yuan, while in 2020 and 20021080 million yuan and 5.395 billion yuan.
For more research and analysis on this industry, please refer to the Foresight Industry Research Institute's China Medium Borosilicate Glass Industry Development Prospect Forecast and Investment Strategic Planning Analysis Report.