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【财经分析】中药材价格“过山车” 震荡冲击中医药产业链稳定
Xin Hua Cai Jing· 2025-12-12 09:33
新华财经南昌12月12日电(记者张新新崔璐)近两年来,我国中药材市场价格经历了一轮暴涨暴跌,走 势犹如"过山车"。记者在甘肃、安徽、江西等多地调研发现,虽然中药材价格正常波动属于市场常态, 但部分品种在短期内出现极端涨跌,已超出合理范围,不仅扰乱产业链稳定运行,也最终损害了药农、 企业和患者的利益。相关人士建议,应加强价格监测与市场监管,并通过科学规划种植、提升产业组织 化水平等措施,推动中药材行业迈向稳健发展。 价格骤变留下"产业伤痕" "今年猫爪草的价格波动相当夸张。"江西省樟树市的药材商熊伏明告诉记者,平时每公斤70至80元, 2023年初开始涨,今年3月一度冲到1100元,现在却只剩46元。这种外形似猫爪、用于化痰散结的药 材,在三年内上演了"过山车"行情。 在甘肃等主产区,黄芪、党参、当归、甘草等大宗药材价格也普遍下行。甘肃成源堂药业负责人周江辉 表示,当地主流药材价格同比平均下跌约40%,例如党参从每公斤120元跌至50元左右,黄芪鲜货价格 也从每公斤7元多降至4.5元上下。 康美·中国中药材价格总指数显示,自2024年7月以来,中药材价格持续走低。而在本轮下跌前,中药材 价格曾保持较长时间高位运 ...
暴跌,“曾经论克卖的药材,如今按斤称都嫌贵”
Di Yi Cai Jing· 2025-08-08 10:58
Core Viewpoint - The significant decline in traditional Chinese medicine (TCM) herb prices reflects a broader downturn in the TCM market, with many herbs experiencing price drops of nearly 90% from previous highs [2][3]. Price Trends - Prices for TCM herbs such as Ziwun and Cat Claw Grass have plummeted from 80 yuan and over 1,000 yuan per kilogram to 9 yuan and 66 yuan, respectively [2]. - A total of 835 out of 1,095 TCM herb varieties tracked by Kangmei TCM Network have seen price declines this year, representing approximately 75% of the total [2]. - The TCM Comprehensive 200 Index has dropped from 3549.47 on July 18, 2024, to 2812.85 on August 4, 2025 [2]. Market Dynamics - The current price drop is attributed to the aftermath of previous speculative trading, leading to overproduction and excess inventory in the TCM market [3]. - The decline in prices has caused panic among stockpilers and traders, prompting them to liquidate their holdings, further driving down prices [3]. - Experts indicate that the market has not yet fully adjusted, with many industry participants facing significant financial losses due to the price drop [4]. Supply and Demand Factors - The supply of TCM herbs is heavily influenced by weather conditions and regional planting volumes, making it less flexible compared to chemical drug raw materials [5]. - The demand for TCM herbs is driven by consumer health needs, processing into TCM tablets, and production of traditional Chinese patent medicines [5]. - Despite the short-term benefits of lower herb prices for manufacturers and consumers, the long-term implications could harm the stability of the industry due to the adverse effects on farmers [5].
暴跌!“曾经论克卖的药材,如今按斤称都嫌贵”
第一财经· 2025-08-08 10:35
Core Viewpoint - The article highlights a significant decline in the prices of traditional Chinese medicinal herbs, reflecting a broader downturn in the industry after a period of speculative price increases. Price Decline Overview - The price of Ziwun has dropped from 80 yuan per kilogram to 9 yuan, while the price of Cat Claw Grass has fallen from over 1,000 yuan to 66 yuan, indicating a nearly 90% decrease in prices for these herbs this year [3][4] - A total of 835 out of 1,095 monitored medicinal herb varieties have seen price declines this year, accounting for approximately 75% of the market [3] - Notable herbs with price drops exceeding 30% include Bai Zhu, Lian Qiao, Jin Yin Hua, Niu Huang, Ban Lan Gen, and Dang Gui [3] Market Dynamics - The current price drop is attributed to the aftermath of previous speculative trading, which led to overproduction and excess inventory in the market [4] - The market has experienced a panic sell-off as traders rush to liquidate stock, further driving down prices [4] - Experts suggest that the price adjustments have not yet reached a stable level, with many industry participants facing significant financial losses due to the downturn [5] Supply and Demand Factors - The supply of medicinal herbs is heavily influenced by environmental factors, making it less flexible compared to chemical raw materials [5] - The demand for medicinal herbs is driven by consumer health needs, processing into medicinal slices, and production of traditional Chinese medicine [5] - The current imbalance between excess supply and stagnant demand from downstream manufacturers is a key factor in the price decline [6] Long-term Implications - While the price drop may temporarily reduce costs for manufacturers and benefit consumers, it poses risks to the long-term stability of the industry, as low prices can harm farmers [6]
1095个品种有835个今年价格累计下跌,中药材价格缘何现暴跌
Di Yi Cai Jing· 2025-08-08 09:46
Core Viewpoint - The significant decline in traditional Chinese medicine (TCM) herb prices reflects a broader downturn in the industry, with many herbs experiencing price drops of nearly 90% from previous highs, indicating a market correction after years of speculation and overproduction [1][3]. Price Trends - Prices of specific herbs like Cat's Claw and Aster have plummeted, with Cat's Claw dropping from over 1,000 yuan per kilogram to 66 yuan, and Aster from 80 yuan to 9 yuan [1]. - A total of 835 out of 1,095 TCM herb varieties tracked by Kangmei TCM Network have seen price declines this year, representing approximately 75% of the market [1]. - The TCM Comprehensive 200 Index has decreased from 3549.47 on July 18, 2024, to 2812.85 by August 4, 2025, indicating a significant market downturn [1]. Market Dynamics - The current price drop is attributed to the aftermath of previous speculative trading, leading to overproduction and excess inventory in the TCM sector [3]. - Market panic has led to wholesalers and traders rushing to liquidate stock, further driving down prices [3]. - Experts suggest that the decline in prices has not yet reached a stable adjustment point, indicating ongoing volatility in the market [3]. Supply and Demand Factors - The supply of TCM herbs is heavily influenced by environmental factors, making it less flexible compared to chemical drug production [4]. - The demand for TCM herbs is driven by consumer health needs, production of herbal tablets, and traditional Chinese medicine formulations [4]. - The current imbalance between overproduction and insufficient demand from downstream manufacturers is contributing to the price decline, which may benefit short-term costs but poses long-term risks to industry stability [4].