【全球】Lonza特种化学品业务告急，因盐城特大爆炸事故等
1
日前，全球最大的CDMO企业瑞士Lonza在2019年第一季度信息披露中表示：公司的特种化学品业务（Specialty Ingredients）告急。
Ref:http://e3.marco.ch/publish/lonza/551_963/IR_presentation_FOR_PUBLICATION_SMALL.PDF
2
目前，Lonza旗下的Specialty Ingredients（LSI），即特种化学品业务覆盖消费者健康护理、消费者和资源保护、水资源处理等等领域。2019年Q1业绩表现低于预期；2018年该领域业绩为23.91亿瑞士法郎。
3
由于中国展开的蓝天、碧水、净土环保大行动，和3月21日盐城市天嘉宜化工特大爆炸事故，LSI业务面临原材料短缺和供应链中断等问题。已经严重到影响LSI全部产品，这是公司在2019年1月未所预见到的。
https://annualreport.lonza.com/2018/servicepages/downloads/files/segments_lonza_ar18.pdf
4
2018年以来，医药产业发生了巨大的变化，仿制药一致性评价有力地促进了我国仿制药质量的提升；多个国产创新药以及生物类似药获批，进口新药加速获批，引领了创新药的浪潮。另一方面，4+7带量采购政策的实施大幅度降低了药品的价格，给传统的医药生态带来了很大的冲击；响水爆炸，给化工医药行业带来极大影响，安全和环保成了决定企业生死的因素。
2019年5月7日，400余位医药企业家齐聚杭州共同探讨中国医药未来趋势，同时邀请医药产业大咖从产业链不同的环节带给大家医药领域的新趋势和洞见，围绕仿制和创新药并举、全球供应链变化、智能制造、安全生产以及绿色化学等多个议题，共同探讨一条由传统的制药迈向新的智能制造和智慧制药之路。
【官宣】2019中国“智药”产业高峰论坛暨药融圈分会周年庆典议程正式发布
5
附Lonza，2019年4月18日原文：
Specialty Ingredients Segment
The newly aligned Specialty Ingredients (LSI) segment retains Consumer & Resources Protection and Consumer Product Ingredients. The segment alignment enables LSI to better leverage operational, asset, technological and knowledge overlaps along a common microbial-control platform.
Specialty Ingredients continued to face headwinds – as did the wider chemicals industry – and performed below expectations in Q1 2019. Softening demand alongside changing order patterns in end-markets had an impact on industrial applications like composites for electronics, especially in Asia, as well as on anti-microbial actives for paints and coatings and construction applications. Personal and home-care preservation experienced soft sales caused by increased competitive pressure; however, professional hygiene saw continuous healthy demand and raw material price increases were passed on to customers.
The wood treatment business secured new business in North America and EMEA in Q1 2019. However, it faces an increasingly competitive environment. The agricultural business experienced continued soft demand for agro products, increased competition and feedstock costs. Pricing power to pass on higher input costs to customers remained limited; prices in vitamin B3 have not recovered in Q1 2019.
All LSI businesses faced continued raw material shortages and supply-chain disruptions caused by China’s Blue Sky environmental initiative and a major chemical plant explosion in China producing feedstock used across the LSI portfolio. The extent of the challenges across all LSI businesses were not foreseen in January 2019 and the implementation of additional cost-containment measures in Specialty Ingredients has started to mitigate impact of supply-chain disruption and raw material input costs.
更多各大药企产品信息，关注药融数据。
参考：
NMPA/CDE；
药融数据，Pharnex Datamonitor；
相关公司公开披露等。