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With the advancement of centralized procurement policies, consistency evaluation, and drug-related approvals, as well as the impact of factors such as global order transfers, the scale of China's API industry has continued to expand in recent years
.
However, it should be noted that at the same time, problems such as unreasonable industrial structure, incomplete industrial layout, and low level of green production are also very prominent
.
Therefore, in order to accelerate the pace of high-quality development of the API industry, the National Development and Reform Commission and the Ministry of Industry and Information Technology recently issued the "Notice on the Implementation Plan for Promoting the High-quality Development of the API Industry
.
" The API industry is also welcoming favorable policies (picture source: Pharmaceutical Network) The "Notice" clearly proposes to promote the innovation and upgrading of production technology, promote the green and low-carbon transformation of the industry, promote the optimization and adjustment of the industrial structure, promote the concentrated development of your industry, and promote the important Breakthrough in equipment research, promote the division of labor and collaboration in related industries, promote the construction of industry standard systems, and promote high-level open cooperation in the industry
.
In addition, it also proposes to develop a batch of high value-added and high-growth varieties by 2025, break through a batch of green and low-carbon technology and equipment, cultivate a batch of internationally competitive enterprises, and create a batch of industries with global influence.
Agglomeration area and production base
.
Industry analysts believe that under favorable policies, the "right to speak" of APIs in the entire industry chain will continue to increase, and the industry as a whole will also usher in more development opportunities
.
In fact, affected by this favorable policy, on November 10, there have been changes in the API sector.
Tuoxin Pharmaceutical, Tianyu Co.
, Ltd.
, Benli Technology, Aoxiang Pharmaceutical, Common Pharmaceutical, and Chengyi Pharmaceutical, etc.
The daily limit of individual stocks
.
Among them, Hanyu Pharmaceutical, etc.
rose by more than 10%
.
It is worth mentioning that, in addition to the sharp rise in corporate stock prices, many API companies are still expanding their production in the context of the promising market prospects for APIs, with the intention of being able to better meet the needs of the market and customers in the future
.
For example, Changshan Pharmaceuticals stated on the investor interaction platform on November 16 that the state is constantly introducing policies to support the high-quality development of the API industry.
Especially in the past two years, low-molecular-weight enoxaparin APIs have been priced high and in strong demand.
High value-added attributes are becoming more and more obvious
.
Therefore, starting from 2021, the company has adjusted its export product structure, taking high-value-added low-molecular-weight heparin raw materials as an important development direction, and sales have increased significantly year-on-year.
The company has also launched a new heparin raw material drug expansion project
.
On the same day, Heavy Pharmaceutical Holdings also stated on the investor interaction platform that the first phase of the "API International Industrial Base" project in Changde Economic Development Zone is under construction as scheduled
.
On the whole, the aforementioned policies are bringing more development opportunities to the API industry
.
However, it is worth noting that the notice also put forward many new requirements for the high-quality development of the API industry
.
For example, one of the major tasks mentioned the need to promote breakthroughs in major equipment research
.
Clearly face the cutting-edge technology fields of API production, guide key enterprises to join the upstream and downstream of the industrial chain and scientific research institutes to deploy innovation chains, accelerate the development of high-end production equipment such as nucleic acid reactors and special consumables such as high-end membrane materials, break through the bottleneck of industrial development, and improve the industry self-supporting level of the chain
.
In this regard, the analysis believes that this will force domestic API production equipment manufacturers to increase R&D investment, continue to obtain new breakthroughs in the high-end field, and promote the better development of the API industry
.
It is understood that since the frequent pressure of environmental protection policies and the implementation of the new version of GMP, API production equipment has begun to accelerate innovation and transformation, and at the same time, it is also developing in the direction of accelerating the elimination of outdated technologies and production capacity and creating higher-end green energy-saving equipment
.
Before this, drying equipment manufacturers have established special environmental protection companies and supporting engineering experiment centers, and have also established the core elements of energy-saving and environmentally-friendly product design to actively develop and produce green equipment
.
At present, good economic and social benefits have been gradually achieved
.
However, from the perspective of current industry development trends and policy directions, the development of high-end production equipment and energy-saving and environmentally-friendly equipment will still be a major focus and a major trend
.
Therefore, the industry believes that in the future, the pharmaceutical equipment industry will also accelerate its upgrade in the direction of high-efficiency, energy-saving and high-end automation through innovative research and development
.
.
However, it should be noted that at the same time, problems such as unreasonable industrial structure, incomplete industrial layout, and low level of green production are also very prominent
.
Therefore, in order to accelerate the pace of high-quality development of the API industry, the National Development and Reform Commission and the Ministry of Industry and Information Technology recently issued the "Notice on the Implementation Plan for Promoting the High-quality Development of the API Industry
.
" The API industry is also welcoming favorable policies (picture source: Pharmaceutical Network) The "Notice" clearly proposes to promote the innovation and upgrading of production technology, promote the green and low-carbon transformation of the industry, promote the optimization and adjustment of the industrial structure, promote the concentrated development of your industry, and promote the important Breakthrough in equipment research, promote the division of labor and collaboration in related industries, promote the construction of industry standard systems, and promote high-level open cooperation in the industry
.
In addition, it also proposes to develop a batch of high value-added and high-growth varieties by 2025, break through a batch of green and low-carbon technology and equipment, cultivate a batch of internationally competitive enterprises, and create a batch of industries with global influence.
Agglomeration area and production base
.
Industry analysts believe that under favorable policies, the "right to speak" of APIs in the entire industry chain will continue to increase, and the industry as a whole will also usher in more development opportunities
.
In fact, affected by this favorable policy, on November 10, there have been changes in the API sector.
Tuoxin Pharmaceutical, Tianyu Co.
, Ltd.
, Benli Technology, Aoxiang Pharmaceutical, Common Pharmaceutical, and Chengyi Pharmaceutical, etc.
The daily limit of individual stocks
.
Among them, Hanyu Pharmaceutical, etc.
rose by more than 10%
.
It is worth mentioning that, in addition to the sharp rise in corporate stock prices, many API companies are still expanding their production in the context of the promising market prospects for APIs, with the intention of being able to better meet the needs of the market and customers in the future
.
For example, Changshan Pharmaceuticals stated on the investor interaction platform on November 16 that the state is constantly introducing policies to support the high-quality development of the API industry.
Especially in the past two years, low-molecular-weight enoxaparin APIs have been priced high and in strong demand.
High value-added attributes are becoming more and more obvious
.
Therefore, starting from 2021, the company has adjusted its export product structure, taking high-value-added low-molecular-weight heparin raw materials as an important development direction, and sales have increased significantly year-on-year.
The company has also launched a new heparin raw material drug expansion project
.
On the same day, Heavy Pharmaceutical Holdings also stated on the investor interaction platform that the first phase of the "API International Industrial Base" project in Changde Economic Development Zone is under construction as scheduled
.
On the whole, the aforementioned policies are bringing more development opportunities to the API industry
.
However, it is worth noting that the notice also put forward many new requirements for the high-quality development of the API industry
.
For example, one of the major tasks mentioned the need to promote breakthroughs in major equipment research
.
Clearly face the cutting-edge technology fields of API production, guide key enterprises to join the upstream and downstream of the industrial chain and scientific research institutes to deploy innovation chains, accelerate the development of high-end production equipment such as nucleic acid reactors and special consumables such as high-end membrane materials, break through the bottleneck of industrial development, and improve the industry self-supporting level of the chain
.
In this regard, the analysis believes that this will force domestic API production equipment manufacturers to increase R&D investment, continue to obtain new breakthroughs in the high-end field, and promote the better development of the API industry
.
It is understood that since the frequent pressure of environmental protection policies and the implementation of the new version of GMP, API production equipment has begun to accelerate innovation and transformation, and at the same time, it is also developing in the direction of accelerating the elimination of outdated technologies and production capacity and creating higher-end green energy-saving equipment
.
Before this, drying equipment manufacturers have established special environmental protection companies and supporting engineering experiment centers, and have also established the core elements of energy-saving and environmentally-friendly product design to actively develop and produce green equipment
.
At present, good economic and social benefits have been gradually achieved
.
However, from the perspective of current industry development trends and policy directions, the development of high-end production equipment and energy-saving and environmentally-friendly equipment will still be a major focus and a major trend
.
Therefore, the industry believes that in the future, the pharmaceutical equipment industry will also accelerate its upgrade in the direction of high-efficiency, energy-saving and high-end automation through innovative research and development
.