 Home > Chemicals Industry > China Chemical > In the pharmaceutical equipment industry, where is the future performance imagination?

In the pharmaceutical equipment industry, where is the future performance imagination?

 Last Update: 2021-12-07
 Source: Internet
 Author: User

Tags

high quality shampoo

medical products laboratories

Search more information of high quality chemicals, good prices and reliable suppliers, visit www.echemi.com

[ Focus on Chemical Machinery and Equipment Network ] Since 2020, the performance growth of pharmaceutical equipment companies has mainly relied on high downstream prosperity + domestic substitution
.
With the acceleration of domestic substitution, international breakthroughs, and the rapid development of the biopharmaceutical industry, the demand for high-end pharmaceutical products increases, the industry expects that the future performance of the pharmaceutical equipment industry still has a lot of room for imagination
.
According to statistics, the current scale of China's pharmaceutical equipment market is about 100 billion yuan, and it is expected to reach 200 billion yuan by 2025
.

Chemical machinery and equipment network hotspots pay attention to chemical machinery and equipment

International breakthrough

Due to the late start of the industry and relatively weak experience, the current domestic pharmaceutical equipment mainly serves the domestic market, and few local companies are involved in the international market
.

According to customs statistics, the average export ratio of domestic pharmaceutical special equipment manufacturing is relatively low.
Based on the gross estimate of “cumulative export delivery value/accumulated main business income”, the average value since 2018 has been 9%
.
The analysis believes that this may be related to the unsound overseas sales/promotion channels and low product maturity
.

Some organizations believe that under the background of fierce competition in the domestic market, as some domestic pharmaceutical machinery companies continue to strengthen their business expansion, sales cases in traditional pharmaceutical equipment such as injection equipment continue to accumulate, and the quality of the equipment continues to improve.
It is expected that the advantage of domestic equipment will be internationalized.
There is still room for breakthrough
.

Accelerated domestic substitution

　　In recent years, as domestic pharmaceutical machinery companies have increased R&D investment and strengthened independent innovation, domestic pharmaceutical machinery equipment has made great breakthroughs, gradually attacking from low-end to mid-to-high-end
.
In the context of rising costs of pharmaceutical companies and delays in the delivery of imported equipment under the epidemic, the process of domestic substitution of pharmaceutical equipment is accelerating
.
The industry pointed out that the market opportunity of import substitution is still an important period of opportunity for pharmaceutical equipment companies
.

　　In addition, policies also support the development of high-end pharmaceutical equipment.
For example, in September 2020, the four departments jointly issued the "Guiding Opinions on Expanding Strategic Emerging Industry Investment, Cultivating and Growing New Growth Pole Growth Pole", which stated that key support should be given In the production of high-end equipment such as high-end medical equipment and pharmaceutical equipment, pilot demonstrations of smart manufacturing and smart construction will be implemented
.
The industry believes that this document is conducive to accelerating the development of the domestic pharmaceutical machinery industry towards high-end development and further realizing import substitution
.

　　Guosheng Securities believes that the epidemic provides a good opportunity for the import substitution of domestic pharmaceutical equipment.
Domestic pharmaceutical equipment companies are expected to convert "one-off dividends" into "long-term capabilities" for companies.
Even if overseas import companies resume supply after the epidemic, they will not cause customers.
The loss of a lot
.

　　Enter biomedicine

　　The biopharmaceutical industry has developed rapidly in recent years.
The market size is expected to expand rapidly at an average compound annual growth rate of 18% in the next few years, and reach 59 billion yuan in 2030
.
In this context, the domestic biopharmaceutical equipment industry is expected to usher in a great opportunity for development
.

　　At present, many pharmaceutical giant companies are entering the field of biomedicine
.
For example, according to the revenue structure of Tofflon’s 2021 mid-year report, the sum of the revenue of “biological engineering stand-alone machines and systems” and “medical equipment and consumables” accounted for 29.
1% of the total income.
The industry assumes that 30% of the “injection stand-alone machines and systems” come from For biological medicine equipment, the company’s biological medicine equipment and related consumables accounted for approximately 40% of total revenue in the 2021 interim report
.
It is reported that Tofflon has now completed the provision of full-process production equipment for biopharmaceuticals, including cell cryopreservation, culture amplification, separation and purification steps
.

　　As another example, in August this year, the Chutian Science and Technology set up a subsidiary of Chutian Si gifted special, one-time professional production and sales of bio-pharmaceutical technology products, such as bio- reactor disposable bags, bags with liquid, liquid storage bags, and breathing bag Its membrane material
.
In September, Chutian Technology plans to invest 30 million yuan to establish a holding subsidiary, Chutian Microsphere, to further supplement the biopharmaceutical-related equipment and product chain
.
It is reported that Chutian Technology is accelerating the realization of the development strategy of "one vertical, one horizontal and one platform", promoting the company's development from an "equipment-based" enterprise to a "technical-based" enterprise
.

reactor

　　Original title: In the pharmaceutical equipment industry, where is the future performance imagination?

This article is an English version of an article which is originally in the Chinese language on echemi.com and is provided for information purposes only. This website makes no representation or warranty of any kind, either expressed or implied, as to the accuracy, completeness ownership or reliability of the article or any translations thereof. If you have any concerns or complaints relating to the article, please send an email, providing a detailed description of the concern or complaint, to service@echemi.com. A staff member will contact you within 5 working days. Once verified, infringing content will be removed immediately.