"Raw material door" exposure shady Donga donkey-hide gelatin busy clear relations

Recently, the CCTV "weekly quality report" exposed the Shandong, Hebei, Henan, some of the individual donkey-hide gelatin manufacturers mixed with cowhide and inferior scraps of raw materials to make the production of donkey-hide gelatin, the whole industry caused a stir. As a market share of up to 75% of the donkey-hide gelatin industry faucet-Donga gelatin (000423), how will be affected? Donga Gelatin Deputy General manager Li Shizhong to the "securities daily" reporter said that the exposure of this situation in the entire donkey-hide gelatin industry is a very small phenomenon, the entire donkey-hide gelatin industry is in the process of regulation　　The event had little effect on Donga gelatin. Or will benefit from the "Li Shizhong" point out that at present, as the raw material of the donkey skin has a tendency to reduce the problem of raw materials has become a bottleneck in the development of donkey-hide gelatin industry. Donga gelatin from 2002 began to solve this problem, to build a marketing network model to build the procurement network of raw materials, efforts to build aquaculture networks, aquaculture cooperatives. After nearly a decade of development, has been established nationwide 13 donkey breeding base, control of the country's 90% donkey skin Procurement, the basic solution to the company's raw materials procurement problems.　　Therefore, Li Shizhong to reporters that the company's production of gelatin 100% is made of pure donkey skin as raw materials. CIC Consultant Medicine Industry chief researcher Guofan to "securities daily" reporter pointed out that, in a few years ago, the market chaos of donkey-hide gelatin was affected by the entire industry, Donga donkey-hide gelatin sales also appeared a short-term decline, that is because Donga donkey-hide gelatin brand strength is not big enough.　　Now Donga gelatin is already the overlord of the donkey-hide-gelatin industry, monopoly of the country's 90% donkey skin Market, the industry's confusion is more conducive to consumers "better consumption", this is because Donga-gelatin brand effect is strong, the market chaos will allow consumers to choose a big brand, so donge donkey-hide gelatin can improve its market share in the donkey-hide gelatin. Southwest Securities researcher Rolli that Donga donkey-hide gelatin and the largest series of products production enterprises, with the core technology advantages and donkey skin Resources control and other factors controlling the independent pricing rights of donkey-hide gelatin. "Donga Donkey-Hide gelatin" in the domestic ten blood brands, the first mention rate, the most frequent use rate, trial rate, brand loyalty and other 7 indicators topped the list. Since 2009, the factory price of gelatin block has been raised five times.　　Therefore, the recent exposure of other donkey-hide gelatin factory raw material fraud events may be favorable to the company. The research report of Changjiang Securities pointed out that, as the health care of Chinese medicine faucet, Donga donkey-hide gelatin control about 90% donkey skin, but its product market share is only 75%.　　If there is a regulatory department to investigate the illegal enterprises, to improve the concentration of donkey-hide-gelatin industry is advantageous. The price increase effect is showing public data show that this year, Donga gelatin has been three times. January 16 and January 28, Donga gelatin respectively raised 10%, May 24 Donga Donkey-hide gelatin block ex-factory price of 5% to 542 yuan/kg, as a result, from the beginning of the early count of the ex-gelatin block from 393 yuan/kg increaseTo 542 yuan/kg, 5-month rise of 38%.　　Guofan pointed out that the reason for the increase in Donga donkey-hide gelatin, and the highest retail price there is still a lot of space, although Donga donkey-hide gelatin said the price and donkey skin prices and other factors flat, but such a price adjustment has undoubtedly greatly improved the company's performance. In addition, Donga donkey-Hide gelatin this year quarterly show, the first quarter to achieve income of 636 million yuan, an increase of 59%, net profit of 167 million yuan, an increase of 120%. The increase of donkey-hide-gelatin block increased the gross profit margin by 7.6%, which greatly improved the company's performance.　　Guofan pointed out that this also shows that starting from the beginning of the price adjustment after the terminal accepted good, and now again prices will gradually be accepted by the market. Guofan pointed out that the reason why the donkey-hide gelatin market confusion, mainly lies in the mule's stock is declining, while the medicinal and edible donkey-hide gelatin demand is growing. In this context, many enterprises in order to reduce the cost of using inferior raw materials to produce donkey-hide gelatin caused market chaos. So Donga donkey-hide gelatin want to enhance their brand image needs in the raw material supply, such as its investment 200 million in Dali, Inner Mongolia Chifeng, Gansu Qingyang, Xinjiang Yuepuhu and other regions set up 13 donkey base is a good publicity, and with the strengthening of supervision and consumer brand awareness, Donga gelatin as the industry's leading future market share is expected to rise further.