This year, the pharmacies have been heavily divided, with many long-standing roads falling, with only sour palms, yellow companies and earthworms continuing to grow, and many small pharmacists entering the field with wind: either high-level blindly hoarded sour palms, or poor prices for yellow chain specifications, and low prices for wood products. Let's talk today about the real dynamics of these three species, and give them a step forward。
(b) acid palms: the fact that the land is in the middle of a flowering season, which is a reflection of poor rainfall and the active involvement of traders, has led to a steady increase in the price of goods, which is now at us$ 450-460; us$ 95,420; and us$ 460-470, which is selected for loading and is still in shock in the short term。
Many people think that this year's total loss of sour-tree production is not a matter of generality. The flower seasons in the hebei and shanxi core regions continued to rain, pollen fell off the tide, the first of which was severely damaged, and many production sites reflected lower yields than 60 per cent in previous years. Paradoxically, however, the smooth weather in parts of henan and shandong sub-regions, and the fact that the overall number of hanging fruit is not poor, are also key exceptions to the difficulty of unilateral booms and shocks. The core variables affecting the year-round scenario are concentrated in the new period of september: if new production takes place without hail and continuous rainfall, and a sufficient number of new goods from the sub-region are on the market, the trend is likely to be reversed; and if extreme weather occurs later in the main-production zone, the quality of 98 items will be in high space。
The high-level broad-band convulsions of acid-trees are expected throughout the year, with no sustained unilateral bullish behaviour and opportunities concentrated in the period of good weather before the new production, which is an approximate event。
(c) land cover: in general, it is sold off on demand, recently adjusted upwards by the holder, and the overall market has increased, with the current price of powder in the market ranging from $40 to $43。
The product has increased by almost 20 per cent in recent months. Short-term price increases are a direct result of the sharp decline in market-to-storage sources and the widespread tendency of traders to sell at low prices; and the long cycle of long-term growth shows that the supply of native land is particularly short: wild resources are depleted year after year, two broad, south and shallow mountains are almost empty, the labour costs of digging in deep mountains have doubled and the willingness of farmers to dig continues to decline。
Markets generally look at long-lines, with one risk exception: the number of small-scale pilot production areas in the country increases each year, while the growth cycle of 3-4 years is short-lived, but if the expansion erupts in the next two years, after 2029, there will be no excessive fear of planting shocks in 2026; and the supply of imports from south-east asia will be affected by border controls, transport price increases, limited import increases and further tightening of market flows。
In the short term, the earth's earthworms are expected to rise mainly as a result of shocks, with average prices rising steadily throughout the year, with a strong base of 40 yuan, a further surge in demand during the autumn and winter season, and no possibility of a significant drop in the approximate rate in 2026。
Yellow company: the market is still out of reach, with prices of $320-330 and $340-350 for new goods because of the uneven quality of the product; about $310 for chicken claws and $330-340 for new goods; and $340-360 for pieces and $370-380 for new goods。
The hard threshold for yellow chain cultivation is a five-year growth cycle, which directly determines short-term availability. The planting of seedlings in the main production area from 2023 to 2024 will not be mined until 2028 at the latest, and the harvestable area will remain small in 2026, with new output covering only about 30 per cent of the market demand throughout the year, all of which has been filled by stock in previous years。
An exception that is easily overlooked is the fact that the source costs of inventory are highly differentiated, that early low-price hoarders have the space to export, and that small-scale release leads to a small reversal of short-term prices, but that most stock holdings cost over $300, that the holder does not clear at low prices and that the base is very strong. The demand for medium-sized drugs and sugar-based health products is increasing year by year, with internal and external sales synchronizing the consumption of stocks, making it difficult to increase and fall throughout 2026。
Yellow company is expected to experience high-level shocks throughout the year, with limited retrenchment space, and the second half of the autumn and winter preparations may lead to a small wave of shock fluctuations, with long-line holding more secure。
Three species, three games, but one thing in common: each has to figure out whether it can afford the worst. The sour-tree bets are short-term weather, quick hands and feet, or run off; long-term gaps are bets are bets, but the suffering in the middle is holding up; and the sour bets are less and less resources, slow and steady. There are no stable varieties of medicines, but only those suitable for their financial rhythm and character. Don't look at people who make money and keep their power circles better than anything else。
Reference: the chinese drug network, the drug network and some of its perceptions are consolidated by long-standing statements. This paper is an industry reference only and does not constitute any investment proposal. The price units, if not specified, are kg. I'm talking about medicine, looking at me, using my institutional experience and the chinese medicine industry to help you avoid pits and find a way。
