Domestic pharmaceutical machines usher in a development window period!

For pharmaceutical factories, pharmaceutical equipment is very important equipment, because the level of pharmaceutical machines is related to the quality and safety of drugs
.
With the accelerated transformation and upgrading of the domestic pharmaceutical industry and the rapid development of biological drugs, the demand for pharmaceutical equipment has continued to expand and the requirements have continued to increase
.
In the past, the domestic pharmaceutical machine market, especially the high-end market, was mainly occupied by imported pharmaceutical machines.
In the case of delayed equipment delivery, domestic pharmaceutical machines have clearly ushered in a development window period
.
Pharmaceutical equipment (Source: Pharmaceutical Network) In the long run, the biopharmaceutical industry, as one of China's strategic emerging industries, will continue to be supported by favorable policies, and the future market development has broad prospects, which will also drive the growth of the high-end pharmaceutical equipment market
.
In this context, powerful domestic pharmaceutical machine companies are expected to benefit.
On the whole, the pace of import substitution of domestic pharmaceutical machines will be accelerated
.
Aiming at the blue ocean of the vast domestic pharmaceutical equipment market, many pharmaceutical machine companies have firmed their determination to enter or increase the layout of pharmaceutical equipment, especially the field of biopharmaceutical equipment
.
The author has learned that the construction of industrialization projects of many pharmaceutical machine enterprises is in full swing
.
For example, it has been reported recently that the R&D and industrialization project of disposable equipment/consumables with a total investment of 200 million yuan for Bailinke pharmaceutical machine has been completed and put into production, and the average annual R&D investment will reach 10%.
above
.
In addition, Phase V expansion products and service workshops are scheduled to be put into production in the first quarter of 2022
.
It is reported that the company's self-developed products have broken through the "stuck neck" technology
.
Tofflon disclosed on February 28 that the company plans to raise no more than 3.
2 billion yuan for a number of biomedical equipment industrialization projects
.
It was reported on February 25 that Tofflon Intelligent Equipment Manufacturing (Jiangsu) Co.
, Ltd.
, a wholly-owned subsidiary of Tofflon, has obtained the "Jiangsu Province Investment Project Recording Certificate" issued by the Administrative Examination and Approval Bureau of Dongtai City, Jiangsu Province
.
It is reported that this project plans to use the raised funds of 990 million yuan
.
The project overview shows that the industrialization base project is constructed by the company in combination with the evolution trend of domestic and foreign pharmaceutical processes and the upgrading needs of downstream customers.
Product capacity
.
As of the announcement date of this report, the relevant procedures involved in the EIA of this project are being processed
.
On February 7th, major projects in Ningxiang City in 2022 started intensively, including the much-watched Chutian Technology 10-billion-capacity intelligent manufacturing base project
.
Previously, Chutian Technology has completed the fourth phase of construction in 2021.
Shortly after the opening in 2022, the company has invested in the construction of the fifth phase of the project, which shows its determination to increase the size of the market
.
It is reported that the fifth phase of Chutian Science and Technology project mainly builds R&D, manufacturing and management units such as the central workshop, intelligent after-package workshop, and biological tank group workshop
.
If the project is successfully completed, Chutian Technology will also become the first domestic pharmaceutical machine company with an annual output value of over 10 billion yuan
.
The project is expected to complete construction tasks in the first half of 2023
.
For another example, Canaan Technology, an overall solution provider for solid preparation smart factories, stated on the interactive platform in January that the construction of the new industrial park is currently under intense and orderly construction, and it is expected to start trial production in the second half of next year
.
From the perspective of the industry, there is a huge space for import substitution of domestic pharmaceutical equipment.
With the continuous development of China's pharmaceutical machinery enterprises and the continuous improvement of strength, domestic pharmaceutical machinery is expected to break the monopoly of high-end imports in the future, and is no longer limited by people
.
However, from the current point of view, the improvement of the strength of domestic pharmaceutical machine enterprises is inseparable from higher R&D investment, while China's pharmaceutical machine enterprises are mainly small and medium-sized enterprises, and it is difficult to sustain high investment, and more policy support is needed in the follow-up
.
In addition, the current talent shortage in the pharmaceutical machine industry is also relatively prominent, and further breakthroughs are urgently needed
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.