العوائق التقنية والخيارات الاستراتيجية وراء ارتفاع سعر تيلوسين طرطرات
First, Differentiated competition under the restructuring of industry pricing power
In April 2025, Taiyicin Biotech set a new market benchmark with a price quote of 310 RMB/kg, surpassing competitors such as Lukang Pharmaceutical (290 RMB/kg) and Qilu Pharmaceutical by 5%-8%, sending shockwaves through the industry. This market realignment, driven by leading enterprises, fundamentally reflects the inevitable interplay between production capacity distribution and technological barriers. According to data from the China Veterinary Drug Association, the top five enterprises control 70% of market pricing power and 80% of GMP-certified production capacity. Capitalizing on its first-mover technological advantage, Taiyicin has established a premium market benchmark through its "weekly pricing" mechanism, driving a restructuring of the industry's price system.
Second，Technical premium driven by multiple costs
1、Continuous investment in intelligent production systems
Taiyicin Biotech employs an AI-driven fermentation process, utilizing high-precision sensors to monitor over 30 critical parameters—including temperature, pH, and dissolved oxygen concentration—in real time, enabling millisecond-level dynamic adjustments throughout production. Compared with traditional empirical production, this system shortens the fermentation cycle of a single batch and improves product purity. The deployment of sensor networks and AI algorithm development alone has increased unit costs by approximately 18 RMB/kg. In contrast, competitors such as Lukang, Qilu, and Huisheng still primarily rely on traditional manual control methods, resulting in significant gaps in production stability and energy consumption costs.
2. R&D Dividends from Synthetic Biology
The company has cumulatively invested over 200 million yuan annually in R&D to establish a synthetic biology-based microbial strain engineering platform. Through genetic editing technology, we optimized the metabolic pathway of the Tylosin Tartrate production strain, significantly improving the target product conversion rate while eliminating the expression of histamine-producing genes. Compared to the commonly used chemical synthesis methods in the industry, Taiyicin's biosynthetic pathway is shorter and reduces the use of chemical reagents. However, this also significantly increases the cost of strain development. This technological gap is directly reflected in product performance — Taiyicin's "Histamine-free" product line shows no detectable histamine residues, while the industry average ranges from 10.0 to 15.0 ppm.
3. Exclusive Advantages of Dual-Fermentation Method and 3E Extraction Technology
Taiyicin Biotech has independently developed a proprietary 2-Step Fermentation Method and 3E Extraction Technology, enabling precise separation of target compounds from impurities. This customized processing technology significantly improves the yield of active ingredients. Currently, Taiyicin Biotech is the only company in China with production lines capable of manufacturing histamine-free products under such technical conditions.
Third, The synergy between brand premium and marketing strategy
1. The construction of high-end brand matrix
By launching its histamine-free product portfolio (Xixun/Xihong/Xibao/Xixiang series), Taiyicin has strategically evolved from a bulk API manufacturer to an integrated animal healthcare service platform. The company invests heavily in annual advertising campaigns to establish differentiated market positioning centered on its "Histamine-free" core advantage. In contrast, competitors such as Lukang, Qilu, and Huisheng primarily focus on generic products, leaving limited room for brand premium pricing.
2. Strategic adjustment of production capacity structure
To support its premiumization strategy, Taiyicin Biotech has proactively reduced production capacity for Tylosin-series products while shifting focus to higher-value APIs such as Tylvalosin Tartrate and Lincomycin Hydrochloride. Although this decision has led to short-term supply constraints (with inventory turnover days dropping from 45 to 5), it has freed up production capacity for high-end products. In contrast, companies like Qilu Pharmaceutical and Huisheng Biotech still rely on traditional production lines, resulting in delayed development of their high-end product portfolios.
3. Deep changes in the industry's competitive landscape
The current Tylosin Tartrate market is undergoing an intensified phase of the “Matthew Effect”. Taiyicin Biotech has secured dominant market share in the premium segment through technological barriers and brand differentiation, with its Xixun Tylosin Tartrate priced at 310 RMB/kg now serving as the industry's quality benchmark. Although companies like Lukang and Qilu have maintained their market share by following price trends, the price gap between products reflects a generational gap in technology. Notably, with the implementation of the EU’s new regulations on veterinary drug residues, histamine-free veterinary products are set to become a rigid demand for export-oriented farming enterprises. This trend is expected to further expand Taiyicin Biotech’s competitive advantage.
4. Conclusion
Taiyicin Biotech’s premium pricing strategy is essentially a natural outcome of technological innovation and industrial upgrading. Against the backdrop of increasing industry concentration and stricter environmental protection, the technological moat built by companies through continuous R&D investment not only supports product premiums, but also promotes the value reconstruction of the entire industrial chain. For mid- and downstream companies, their ability to catch up in R&D investment, process upgrades, and brand building will determine their survival space in the wave of veterinary drug premiumization.
