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[Pharmaceutical Network Market Analysis] Recently, Southwest Securities released a research report saying that China's pharmaceutical equipment industry was affected by GMP certification in 2004 and the second round of GMP certification started in 2011, and the industry has developed rapidly
.
In recent years, with the rapid development of the biopharmaceutical industry, the acceleration of the launch of biopharmaceuticals, and the acceleration of corporate fixed asset investment, it has driven the development of China's pharmaceutical equipment industry
.
At the same time, domestic pharmaceutical machine companies have made breakthroughs in the research and development and production of biological pharmaceutical equipment, superimposed on the impact of the epidemic, the import substitution of domestic pharmaceutical equipment has accelerated, and the industry has ushered in the third rapid development
.
Pharmaceutical equipment (photo source: Pharmaceutical Network) In terms of the current domestic biopharmaceutical equipment market scale, data shows that in 2020, China's biopharmaceutical equipment and consumables represented by reactor systems, disposable reaction bags, chromatography equipment, etc.
The market size is about 17 billion yuan
.
With the release of favorable policies, the influx of talents, and the increase of capital, the biopharmaceutical industry will usher in vigorous development.
The industry expects that the market size of China's biopharmaceutical equipment and consumables is expected to maintain a growth rate of more than 20%
.
Among them, the scale of biological drug front-end equipment is expected to reach 20 billion yuan, becoming a new growth point for the development of the pharmaceutical machine industry
.
It can be seen from the data that the domestic biopharmaceutical equipment and consumables market has very broad prospects
.
However, China's biopharmaceutical equipment mainly relies on imports, especially in the field of core equipment, and the localization rate is obviously low, currently less than 20%
.
From the perspective of domestic biopharmaceutical equipment manufacturers, companies with higher income scale mainly include Aoxing Life Technology, Morison International, Tofflon and so on
.
According to 2020 data, AUSTAR Life Technology’s biopharmaceutical equipment revenue is 900 million, followed by Morison International, with a revenue of over 700 million, and Tofflon’s revenue of 200 million
.
However, judging from the proportion of the income of these domestic manufacturers in the entire biopharmaceutical equipment and consumables market, the total proportion is still very low, and most of the market share is occupied by foreign companies such as Sartorius
.
This also means that in the future, China's pharmaceutical machinery enterprises will have a large space for import substitution in the field of biological pharmaceutical equipment
.
The biopharmaceutical R&D and production equipment is complex, including bioreactors, liquid dispensing systems, separation and purification systems, etc.
, and bioreactors can be divided into stainless steel bioreactors and disposable bioreactors
.
Southwest Securities stated in the report that the R&D and production barriers of stainless steel reactors are relatively low, or become a breakthrough point for domestic enterprises, and domestic substitution will be realized first.
It is expected that stainless steel reactors will develop in the direction of multi-function, large-scale and intelligent; one-time Compared with traditional stainless steel tanks, the reaction system has the advantages of low cost, flexible production and high capacity utilization, but its technical barriers lie in the design of reaction bags and liquid storage bags
.
At present, the domestic one-time response system enterprises are still in their infancy, and the industry believes that their penetration rate in China will be improved in the future, and the market prospect is broad
.
According to data, the current global market revenue of single-use bioreactors is about 1 billion to 2 billion US dollars, and it is expected to reach 3 billion to 4 billion US dollars by 2025, with an average annual growth rate of about 20%, surpassing the global bioreactor (including disposable, stainless steel, etc.
)
The author has learned that a number of domestic pharmaceutical machine companies have accelerated their deployment in the field of biopharmaceutical front-end equipment such as stainless steel reactors and disposable reaction systems
.
For example, Chutian Technology mentioned in the performance forecast that its net profit increased by 149.
33%-199.
20% in January this year: During the reporting period, the company focused on the development of biopharmaceutical equipment, and has basically completed the layout of biopharmaceutical front-end equipment, including stainless steel reactions equipment, disposable reactor and its consumables, separation and purification chromatography system, stock solution preparation, biological macromolecular microsphere packing,
etc.
Tofflon also revealed to the media that the company has both stainless steel bioreactors and disposable bioreactor products
.
A researcher from Zheshang Securities believes that companies such as Morison International, Tofflon, and Chutian Technology have successively entered the supply chain of leading pharmaceutical companies at home and abroad.
Since 2021, each company has made great progress in self-research of consumables and fillers, as well as mergers and acquisitions
.
In addition, Lechun Bio, Duoning Bio, Jinyi Shengshi, Cobaite and other companies have also begun to become competitive in new product development & promotion, personnel construction,
etc.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
.
In recent years, with the rapid development of the biopharmaceutical industry, the acceleration of the launch of biopharmaceuticals, and the acceleration of corporate fixed asset investment, it has driven the development of China's pharmaceutical equipment industry
.
At the same time, domestic pharmaceutical machine companies have made breakthroughs in the research and development and production of biological pharmaceutical equipment, superimposed on the impact of the epidemic, the import substitution of domestic pharmaceutical equipment has accelerated, and the industry has ushered in the third rapid development
.
Pharmaceutical equipment (photo source: Pharmaceutical Network) In terms of the current domestic biopharmaceutical equipment market scale, data shows that in 2020, China's biopharmaceutical equipment and consumables represented by reactor systems, disposable reaction bags, chromatography equipment, etc.
The market size is about 17 billion yuan
.
With the release of favorable policies, the influx of talents, and the increase of capital, the biopharmaceutical industry will usher in vigorous development.
The industry expects that the market size of China's biopharmaceutical equipment and consumables is expected to maintain a growth rate of more than 20%
.
Among them, the scale of biological drug front-end equipment is expected to reach 20 billion yuan, becoming a new growth point for the development of the pharmaceutical machine industry
.
It can be seen from the data that the domestic biopharmaceutical equipment and consumables market has very broad prospects
.
However, China's biopharmaceutical equipment mainly relies on imports, especially in the field of core equipment, and the localization rate is obviously low, currently less than 20%
.
From the perspective of domestic biopharmaceutical equipment manufacturers, companies with higher income scale mainly include Aoxing Life Technology, Morison International, Tofflon and so on
.
According to 2020 data, AUSTAR Life Technology’s biopharmaceutical equipment revenue is 900 million, followed by Morison International, with a revenue of over 700 million, and Tofflon’s revenue of 200 million
.
However, judging from the proportion of the income of these domestic manufacturers in the entire biopharmaceutical equipment and consumables market, the total proportion is still very low, and most of the market share is occupied by foreign companies such as Sartorius
.
This also means that in the future, China's pharmaceutical machinery enterprises will have a large space for import substitution in the field of biological pharmaceutical equipment
.
The biopharmaceutical R&D and production equipment is complex, including bioreactors, liquid dispensing systems, separation and purification systems, etc.
, and bioreactors can be divided into stainless steel bioreactors and disposable bioreactors
.
Southwest Securities stated in the report that the R&D and production barriers of stainless steel reactors are relatively low, or become a breakthrough point for domestic enterprises, and domestic substitution will be realized first.
It is expected that stainless steel reactors will develop in the direction of multi-function, large-scale and intelligent; one-time Compared with traditional stainless steel tanks, the reaction system has the advantages of low cost, flexible production and high capacity utilization, but its technical barriers lie in the design of reaction bags and liquid storage bags
.
At present, the domestic one-time response system enterprises are still in their infancy, and the industry believes that their penetration rate in China will be improved in the future, and the market prospect is broad
.
According to data, the current global market revenue of single-use bioreactors is about 1 billion to 2 billion US dollars, and it is expected to reach 3 billion to 4 billion US dollars by 2025, with an average annual growth rate of about 20%, surpassing the global bioreactor (including disposable, stainless steel, etc.
)
The author has learned that a number of domestic pharmaceutical machine companies have accelerated their deployment in the field of biopharmaceutical front-end equipment such as stainless steel reactors and disposable reaction systems
.
For example, Chutian Technology mentioned in the performance forecast that its net profit increased by 149.
33%-199.
20% in January this year: During the reporting period, the company focused on the development of biopharmaceutical equipment, and has basically completed the layout of biopharmaceutical front-end equipment, including stainless steel reactions equipment, disposable reactor and its consumables, separation and purification chromatography system, stock solution preparation, biological macromolecular microsphere packing,
etc.
Tofflon also revealed to the media that the company has both stainless steel bioreactors and disposable bioreactor products
.
A researcher from Zheshang Securities believes that companies such as Morison International, Tofflon, and Chutian Technology have successively entered the supply chain of leading pharmaceutical companies at home and abroad.
Since 2021, each company has made great progress in self-research of consumables and fillers, as well as mergers and acquisitions
.
In addition, Lechun Bio, Duoning Bio, Jinyi Shengshi, Cobaite and other companies have also begun to become competitive in new product development & promotion, personnel construction,
etc.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
