From cyclical to high prosperity growth, the pharmaceutical equipment industry starts a new journey

In recent years, under the influence of favorable policies and the expansion of market demand, the transformation of the domestic pharmaceutical industry has accelerated.
The pharmaceutical equipment industry, which is the "mother machine" of pharmaceutical production, has also ushered in good opportunities for development, and the market scale has continued to grow
.
At the same time, the pharmaceutical machinery industry has also undergone significant changes
.
Recently, Guosheng Securities pointed out in a research report that the pharmaceutical equipment industry has gradually transformed from a cyclical industry dominated by the original GMP policy and dominated by a single equipment to a high prosperity driven by "diversified equipment + multi-category consumables + personalized service".
growing industry
.
From cyclical to booming growth, the pharmaceutical equipment industry has embarked on a new journey
.
With the fierce competition in the pharmaceutical equipment market and the continuous changes in the needs of pharmaceutical companies, it is difficult for a single device to meet the needs of pharmaceutical companies.
Equipment and product pipelines are constantly enriched to meet the new requirements of users, further enhance the competitiveness of enterprises and gain profits
.
With the rapid development of the pharmaceutical industry, not only pharmaceutical equipment, but also the market demand for consumables has further expanded
.
In the face of the considerable market blue ocean, pharmaceutical machine companies with high comprehensive management strength have also opened up the layout of consumables
.
For example, Tailin Bio has launched the relevant layout of the cell therapy industry since 2015.
Through independent research and development, it has achieved a series of achievements in the research and development of cell therapy complete sets, related instruments and consumables, which can realize the production of cell drugs.
Rapid conversion to provide systematic solutions for the cell therapy industry
.
In addition, rapid response to the personalized customized services of pharmaceutical companies has become one of the core competitiveness of pharmaceutical equipment companies
.
At present, non-standard customization is not a new word in the pharmaceutical equipment industry.
Through non-standard customized equipment, pharmaceutical companies can solve some complex problems of low efficiency or difficult operation in the production process, so as to achieve the purpose of increasing production capacity and reducing costs.

.
With the normalization of centralized procurement and the trend of drug price reduction, pharmaceutical companies are generally faced with challenges in terms of capacity expansion and cost control.
Solutions gain new benefits
.
It is precisely driven by the above three changes that the pharmaceutical equipment industry has turned from cyclical to booming growth, and has started a new journey
.
For 2022, the high-end pharmaceutical equipment track will become the focus of pharmaceutical machine companies
.
At present, in addition to the pharmaceutical machine giants such as Chutian Technology and Tofflon, many small and medium-sized pharmaceutical machine companies have also disclosed that the company will enter the mid-to-high-end field, and will continue to accelerate the process of domestic substitution of imports in the future
.
Jiufang Financial Research Institute said in a research report released in 2021 that after ten years of industrial chain development, domestic pharmaceutical equipment companies have gradually become a segment of China's high-end manufacturing, domestic substitution is accelerating, export overseas business has grown rapidly, and the industry Gradually fade away the cyclical attribute and usher in long-term growth
.
According to a set of data released in the Guosen Securities report, the compound growth rate of China's high-end pharmaceutical equipment market from 2015 to 2019 is 18.
9%, while from 2019 to 2024, the compound growth rate is expected to be 17.
1%, which is relatively low compared to the same period.
The compound growth rate of the end market is 12.
7% and 12.
4%, and the growth rate is significantly faster
.
On the whole, the market space of the pharmaceutical equipment industry shows a growing trend
.
According to data, the scale of the global pharmaceutical equipment industry has exceeded 500 billion yuan, and it is expected to exceed 700 billion yuan in 2025
.
The size of the Chinese market is currently approaching 100 billion yuan.
With the rapid development of domestic biopharmaceutical companies, the acceleration of commercialization, and the acceleration of domestic substitution, this figure is expected to reach 200 billion yuan by 2025
.