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Recently, the results of the 2021 medical insurance negotiations that have attracted much attention from the industry have been officially announced
.
From an overall point of view, this year's medical insurance negotiations have two principles, one is to ensure basic; the other is to establish the basic ideas of guaranteeing key points, highlighting key points, filling shortcomings, optimizing the structure, and encouraging innovation
.
Among them, judging from the current selection of the medical insurance catalog, it may take a large proportion
.
That is, "choose better medicines at the same price, and choose the better price from medicines of the same quality
.
" In this regard, the industry believes that this means that most of the drugs entering the medical insurance will be cheap and good-quality drugs, and a large number of drugs will be reduced in price
.
A group of pharmaceutical companies expressed that they will actively prepare production capacity (picture source: Pharmaceutical Network).
It is worth noting that after entering the medical insurance, in addition to a wave of drug price cuts, the demand and sales of drugs will often be further increased
.
The author noticed that in order to cope with the market demand that will expand in the future, many companies have already indicated that they have begun to actively prepare production capacity
.
For example, Nuocheng Jianhua stated that “Abutinib can benefit more patients with lymphoma by entering medical insurance
.
We have made sufficient preparations in terms of production capacity and distribution
.
In addition, Green Valley Pharmaceutical’s Alzheimer’s disease drug Manlut Sodium capsules are included in the new medical insurance catalogue with a drop of more than 60%.
The company also stated that "it will ensure the production and channel supply of new drugs after entering the medical insurance, and guarantee the quality, quantity and supply under the new medical insurance implementation price to meet the needs of the majority of patients
.
"Under the background that the price reduction of drugs in the medical insurance catalogue has become a general trend, how can we further ensure product quality while meeting demand? In this regard, the industry believes that the pharmaceutical production line can be upgraded and rebuilt, or more efficient pharmaceuticals can be introduced.
Equipment to help pharmaceutical companies further increase production capacity, save costs, and improve product quality in the production process
.
It is understood that many pharmaceutical companies have announced earlier that they will build new factories and production lines in order to expand production
.
For example, Yan'an Bikang said at the beginning of the year that it would raise funds of 2.
2 billion yuan, and its subsidiary Xinyi Bikang will implement the "pharmaceutical production line technological transformation and relocation project.
"
.
According to the announcement, after Yan'an Bikang’s "Pharmaceutical Production Line Technical Transformation and Relocation Project" has been officially put into operation, its core Chinese patent medicines such as granules, tablets, capsules, oral liquids and other categories will receive a large amount of continuous release of production capacity, and the annual production capacity will be increased.
Calculated in billions
.
At that time, the industry believed that for Yan'an Bikang, a pharmaceutical company with proprietary Chinese medicines as its main brand, the subsequent expansion of pharmaceutical production is expected to bring significant development impetus to its continued improvement and operational production capacity
.
However, on the whole, whether it is a new expansion project or a choice to upgrade and update pharmaceutical equipment, the key lies in the equipment.
Therefore, at the moment when news of pharmaceutical companies' expansion continues, the industry predicts that the upstream pharmaceutical equipment industry will develop Will be further driven
.
In fact, it is understood that with the strong recovery of domestic vaccines, biomedicine and other industries in recent years, in order to meet market demand, many pharmaceutical companies have already begun to expand their own production capacity or relocate corporate resources based on existing production capacity.
, In order to adapt to the future drug development model
.
Affected by this, the demand for upstream pharmaceutical equipment, especially biomedical equipment, has also begun to grow rapidly, and the industry has also ushered in a new round of opportunities
.
This can be seen from the performance of listed companies
.
For example, the performance forecast for the first three quarters of 2021 released by Xinlai Yingcai on October 12 showed that the company's net profit was 115-130 million yuan, a year-on-year increase of 83.
52%-107.
45%
.
Regarding performance growth, the company mentioned that “benefiting from the rapid expansion of domestic vaccine and pharmaceutical manufacturers, the company’s biomedical sector business has grown rapidly
.
” In general, a series of medical reform policies to promote “quality improvement and cost reduction” has become a major trend in the industry.
Under the circumstance, companies wanting to improve their cost control capabilities are inseparable from large-scale and modern production
.
From the current industry development trend, the pharmaceutical equipment industry, which is the upstream of the pharmaceutical industry, will have a lot to do in this process
.
.
From an overall point of view, this year's medical insurance negotiations have two principles, one is to ensure basic; the other is to establish the basic ideas of guaranteeing key points, highlighting key points, filling shortcomings, optimizing the structure, and encouraging innovation
.
Among them, judging from the current selection of the medical insurance catalog, it may take a large proportion
.
That is, "choose better medicines at the same price, and choose the better price from medicines of the same quality
.
" In this regard, the industry believes that this means that most of the drugs entering the medical insurance will be cheap and good-quality drugs, and a large number of drugs will be reduced in price
.
A group of pharmaceutical companies expressed that they will actively prepare production capacity (picture source: Pharmaceutical Network).
It is worth noting that after entering the medical insurance, in addition to a wave of drug price cuts, the demand and sales of drugs will often be further increased
.
The author noticed that in order to cope with the market demand that will expand in the future, many companies have already indicated that they have begun to actively prepare production capacity
.
For example, Nuocheng Jianhua stated that “Abutinib can benefit more patients with lymphoma by entering medical insurance
.
We have made sufficient preparations in terms of production capacity and distribution
.
In addition, Green Valley Pharmaceutical’s Alzheimer’s disease drug Manlut Sodium capsules are included in the new medical insurance catalogue with a drop of more than 60%.
The company also stated that "it will ensure the production and channel supply of new drugs after entering the medical insurance, and guarantee the quality, quantity and supply under the new medical insurance implementation price to meet the needs of the majority of patients
.
"Under the background that the price reduction of drugs in the medical insurance catalogue has become a general trend, how can we further ensure product quality while meeting demand? In this regard, the industry believes that the pharmaceutical production line can be upgraded and rebuilt, or more efficient pharmaceuticals can be introduced.
Equipment to help pharmaceutical companies further increase production capacity, save costs, and improve product quality in the production process
.
It is understood that many pharmaceutical companies have announced earlier that they will build new factories and production lines in order to expand production
.
For example, Yan'an Bikang said at the beginning of the year that it would raise funds of 2.
2 billion yuan, and its subsidiary Xinyi Bikang will implement the "pharmaceutical production line technological transformation and relocation project.
"
.
According to the announcement, after Yan'an Bikang’s "Pharmaceutical Production Line Technical Transformation and Relocation Project" has been officially put into operation, its core Chinese patent medicines such as granules, tablets, capsules, oral liquids and other categories will receive a large amount of continuous release of production capacity, and the annual production capacity will be increased.
Calculated in billions
.
At that time, the industry believed that for Yan'an Bikang, a pharmaceutical company with proprietary Chinese medicines as its main brand, the subsequent expansion of pharmaceutical production is expected to bring significant development impetus to its continued improvement and operational production capacity
.
However, on the whole, whether it is a new expansion project or a choice to upgrade and update pharmaceutical equipment, the key lies in the equipment.
Therefore, at the moment when news of pharmaceutical companies' expansion continues, the industry predicts that the upstream pharmaceutical equipment industry will develop Will be further driven
.
In fact, it is understood that with the strong recovery of domestic vaccines, biomedicine and other industries in recent years, in order to meet market demand, many pharmaceutical companies have already begun to expand their own production capacity or relocate corporate resources based on existing production capacity.
, In order to adapt to the future drug development model
.
Affected by this, the demand for upstream pharmaceutical equipment, especially biomedical equipment, has also begun to grow rapidly, and the industry has also ushered in a new round of opportunities
.
This can be seen from the performance of listed companies
.
For example, the performance forecast for the first three quarters of 2021 released by Xinlai Yingcai on October 12 showed that the company's net profit was 115-130 million yuan, a year-on-year increase of 83.
52%-107.
45%
.
Regarding performance growth, the company mentioned that “benefiting from the rapid expansion of domestic vaccine and pharmaceutical manufacturers, the company’s biomedical sector business has grown rapidly
.
” In general, a series of medical reform policies to promote “quality improvement and cost reduction” has become a major trend in the industry.
Under the circumstance, companies wanting to improve their cost control capabilities are inseparable from large-scale and modern production
.
From the current industry development trend, the pharmaceutical equipment industry, which is the upstream of the pharmaceutical industry, will have a lot to do in this process
.