New infrastructure presses the "accelerator button", and the traditional pharmaceutical equipment industry will also "go to the cloud"

【Pharmaceutical Network Market Analysis】In recent years, with the rapid development and application of 5G, Internet of Things, artificial intelligence, cloud computing, blockchain, big data and other technologies, the transformation and upgrading of traditional infrastructure has accelerated
.
Especially affected by the epidemic, traditional enterprises, including pharmaceutical equipment companies, are actively looking for opportunities online, further highlighting the role of
new infrastructure.
Pharmaceutical equipment industry (Image source: Pharmaceutical Network) New infrastructure presses the "accelerator button" Since 2018, China has issued a series of policies to support the development of
new infrastructure.
In June 2020, the National Development and Reform Commission clarified the scope of new infrastructure construction and put forward the goal
of "building an infrastructure system for industrial upgrading, integration and innovation based on the premise of new development concepts, driven by technological innovation, based on information networks, and oriented to the needs of high-quality development".
Local governments are also actively planning a blueprint
for the construction of the digital economy.
For example, the Three-Year Action Plan for New Infrastructure Construction (2020-2022) issued by Fujian Province proposes that by 2022, the total rack size of data centers in use in the province will reach 100,000; The goal proposed by Zhejiang Province is that by 2022, the province will build about 25 large-scale and ultra-large cloud data centers, with a total of about 3 million servers; In addition, Yunnan Province has also proposed to build 10 industry-level data centers
by 2022.
With the support of favorable policies, China's "new infrastructure" has pressed the "acceleration button"
.
In addition, affected by the epidemic in recent years, more traditional enterprises, including pharmaceutical companies and pharmaceutical equipment enterprises, have actively transformed under the impact of production and operation, and sought more possibilities online by embracing digitalization, which further highlights the role of
new infrastructure.
At present, although China's new infrastructure is still in its infancy, with the further development and maturity of 5G, big data, artificial intelligence and other technologies, the industry is expected to bring more space
for industrial upgrading.
The traditional pharmaceutical equipment industry will also be "on the cloud" In the context of accelerated construction of new infrastructure, the digital industry will develop more rapidly, and at the same time, manufacturing and service industries, including the traditional pharmaceutical equipment industry, are also expected to become online industries, achieving "cloud" and helping to further improve
the level of industrial digitalization.
In fact, in the traditional pharmaceutical equipment industry, intelligent manufacturing has also been promoted for many years, and some leading enterprises with strength and forward-looking layout strategies have already tried to layout, and actively explore new models
of industrial digital transformation and intelligent upgrading.
For example, Chutian Technology has carried the banner of intelligent manufacturing of domestic pharmaceutical equipment, and the company's R&D investment accounts for about
10% of revenue.
In 2017, the company spent 1.
1 billion yuan to acquire the German ROMACO Group, taking the lead in promoting the research and development of smart pharmaceutical factories in China, and continuously breaking through key technological nodes through intelligent manufacturing and technological innovation, and accelerating import substitution
.
Among them, Chutian Technology High-end Intelligent Biopharmaceutical Equipment Industrial Park is the core sector of Chutian Technology's global layout, it is reported that after the fourth phase of Chutian Technology project reaches production, Chutian Technology will form a production capacity
of 10 billion yuan.
The company will also take pharmaceutical equipment as the cornerstone, expand to its associated process consumables, packaging materials, auxiliary materials, and process engineering, supplemented by informatization, intelligent manufacturing and verification, and gradually transition
from equipment solutions to technical solutions.
Coincidentally, Dongfulong, which started with a freeze dryer, is also pursuing intelligence
.
Focusing on the development strategy of "systematic, internationalized and digital intelligence", the company adopts the business model of "equipment + engineering + consumables", vigorously promotes the layout and investment of three major sectors, and provides forward-looking and competitive system solutions
such as pharmaceutical equipment, food equipment and cell therapy equipment for global customers.
It is reported that the company has accelerated its investment since 2018 and continuously improved the company's pharmaceutical equipment systematization and digital industrial layout
through investment strategies such as equity investment and mergers and acquisitions.
By riding on the intelligent "express train", pharmaceutical equipment enterprises are expected to move from "manufacturing" to "intelligent manufacturing", greatly reducing labor costs, improving production efficiency, reducing the occurrence of error rates, driving enterprise management to improve, and helping the industry accelerate the pace of
high-quality development.
Conclusion Digital and intelligent transformation has become the consensus of the pharmaceutical industry, but not many enterprises have a high automation technology level and abundant funds like the head enterprises, and most small and medium-sized enterprises may be blocked from the periphery
of the wave of informatization.
In this regard, some industry insiders also suggest that if small and medium-sized enterprises want to "go to the cloud", in the absence of an information foundation, they should first lay a good foundation, and then combine with the interconnected platform to collect data, and empower the enterprise through the analysis platform
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.