Piraphidone volume no volume, who will shake its market first position?
2023 09/27
Compared with nicotinic products, pyrifolone does not have the effect of stimulating plant growth, and has a short half-life, so it is not suitable for seed mixing agents and soil granulation agents. At present, most of the spraying drugs used in the market are excellent for the control of rice planthopper.
According to the China Pesticide Information Network, as of September 20, there were 466 certificates of pyrhexone. Among them, 38 original drug registration certificates, 220 single-dose registration certificates, 208 mixed registration certificates. In the end products, many of them are mixed with endinium, thiamethoxam, abamectin and other products.
The rise of pyrhidone
As we all know, it is important for a product to hit the market quickly, at the right time and with the trend. Generally, there are three categories:
The first type is that the main product in a mature market is banned, and the new effect is close to and is the only choice, directly filling the market gap, such as phosphine oxalate replaced paraquat at that year;
The second category is the gradual expansion of demand in a certain market, and new products can meet the demand, such as the increase in the demand for medicine and fertilizer and seed mixing agents in recent years, which has brought the rapid expansion of the demand for nicotine products thiamethoxam and thiamethoxam;
The third category is a market of old products lack of competition or withdrawal, such as the prohibition of highly toxic preparations and other reasons, new products relative to other competitive products in terms of efficacy, price, registration number, promotion willingness to excel, thereby bringing the product's rapid rise, pyrhidone is one of the representatives of this type.
In that year, highly toxic pesticides were banned in rice areas, and traditional nicotinic products such as imidacloprid and acetamidine were used to control rice planthopper, especially brown planthopper, with average effect and high resistance. Pyrhidone itself is a relative new product, high efficiency and low toxicity, each manufacturer has a strong desire to promote, and the number of registered outbreaks is concentrated. The price of the product was less than 120,000 yuan/ton in 2014, which met the opportunity for the promotion of pyrhidone in the largest agricultural cake in China - rice area, so from 2015, pyrhidone rapidly became hot and lasted for many years.
Different from the rice borers in the rice area, there are many choices of insecticides, each has advantages and disadvantages, at present, the insecticides for the control of rice plantworms still occupy the largest market share with pyraphis and its compound products, and other products can not shake its first-use status in a short time.
The dilemma of pyrhexone
With the production capacity of various active drug enterprises has been released, the field pharmaceutical competition has become increasingly fierce, pyrhidone is mainly used to control aphids in rice areas and some fruit tree areas, and there is no obvious direction to surge the amount, resulting in the product has become the active drug manufacturers, preparation manufacturers, and even dealers, retailers are rolled into thin profit flow products.
In 2015, pyrhidone was very hot in the rice planthopper market, and various manufacturers reached the peak in their single dose and compound product investment. In addition to a brief decline in 2018-2019 due to factors such as production capacity and manufacturers, the price of the original drug has remained at a relatively high level, and the transaction price of the original drug has reached a high point of 245,000 yuan/ton in 2020.
The short supply of the industry will inevitably lead to the disorderly expansion of the supply side capacity, and many manufacturers will enter the hot market to participate in competition, resulting in smaller and smaller profit margins. As a result, pyraphis single agent began to fight the price, and gradually evolved into complex products began to fight the price. For many reasons, such as production capacity transfer superimposed environmental protection inspections, supply-demand time dislocation, the price change of the original drug exceeds the expectations of various manufacturers, leading to the downstream manufacturers of the operation of pyraphis in a dilemma, especially the preparation manufacturers without the support of the original drug.
The rice market is a must for many manufacturers, but in addition to the high heat of trifluoropyrimidine in recent years, for more manufacturers, in the prevention and control of rice planthopper, in addition to pyraphis, there are not many excellent products to promote. The market performance of tefuran is good, but compared with pyrhidone, Tefuran is more like a good competitor in the actual promotion and application and efficacy, and is not a differentiated substitute, and soon went on the old road of pyrhidone price, so it did not form a particularly bright performance.
Market outlook
Brand premium and production cost are the two key points that manufacturers generally pay attention to. Compared with the total input of agricultural production, the proportion of pesticide costs is not high, but now the end farmers are increasingly concerned about which products can save time and labor costs.
In recent years, the rapid development of trifluoropyrimidine, its use cost is roughly 3 to 4 times that of pyrifolone, but it does not prevent the product from being favored by large rice growers. In addition to the product's own characteristics and brand advantages, an important reason is that in the promotion and practical application, trifluoropyrimidine does help end users save time and labor costs, and the high pricing of the product also brings good profit levels to the preparation manufacturers.
In the short term, there will not be too many manufacturers with certificates to operate, and China's agricultural structure is difficult to emulate the European and American farm model. Small growers will not invest a lot of energy to stare at the farmland, pyraphis preparations in the rice market market share in a short period of time is difficult to be seized, the future who can further sink the channel to launch better crop solutions, help farmers save time and labor, save all kinds of costs, who can stand more stable in this field of competition, go further.
Determining the purchase price of the original drug is an important work for downstream manufacturers in controlling production costs. The active drug market is relatively transparent, but it is often volatile, if the preparation manufacturers and can provide better procurement nodes and rhythms of suppliers close cooperation, it means that effectively save procurement costs, concentrate energy and resources to participate in the preparation of the competition, in this increasingly "volume" market position.
Who will fight their way out of this field and become the next explosive in rice pest control, we will wait and see.
