The new business cycle of pharmaceutical equipment is coming. Which types of enterprises can significantly benefit from the rebound in demand?

The pharmaceutical industry is related to the health of the people and is an important part of China's national economy
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In recent years, the state has continuously introduced measures to encourage and promote the healthy development of China's pharmaceutical industry
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Data show that China's pharmaceutical market has maintained a growth rate that exceeds that of the global pharmaceutical market in recent years.
From 2016 to 2019, the market size of China's pharmaceutical industry has increased from 1,329.
4 billion yuan to 1,640.
7 billion yuan, with an average annual compound growth rate of 7.
26%.

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It is estimated that the market size of China's pharmaceutical industry will reach 1922 billion yuan in 2021
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The size of the pharmaceutical market in 2021 may reach 1922 billion yuan (picture source: Pharmaceutical Network) The rapid growth of the pharmaceutical industry market scale, to a certain extent, also promotes the development of the pharmaceutical equipment industry that is closely related to the pharmaceutical industry
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The so-called pharmaceutical equipment refers to the mechanical equipment used for pharmaceutical production, inspection, packaging and other technological purposes
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Analysts pointed out that in recent years, under the promotion of national policies such as encouraging new drug research and development, regularization of volume purchases, and consistency evaluation, the number of pharmaceutical products has continued to increase.
This has led to the continuous expansion of the production capacity of pharmaceutical companies, which has driven the growth of market demand in the pharmaceutical equipment industry.
And promote the pharmaceutical equipment industry to usher in a new round of business cycle
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According to relevant statistics, the development of China's pharmaceutical equipment industry has indeed performed outstandingly in recent years
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For example, from 2015 to 2018, the total industrial output value, sales revenue, and total profit of China's pharmaceutical equipment industry increased by 33%, 41%, and 44%, respectively, showing a growth trend
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In addition, according to the National Bureau of Statistics, the total revenue of China's pharmaceutical special equipment manufacturing industry in 2020 is about 19.
787 billion yuan, an increase of about 15% year-on-year; the total profit is about 1.
275 billion yuan, an increase of about 146% year-on-year, and the industry is picking up
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Pharmaceutical production (picture source: Pharmaceutical Network) Nowadays, the pharmaceutical industry has entered a new round of upgrading, and the demand for more advanced and higher-end pharmaceutical equipment is gradually increasing
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The industry pointed out that, driven by new technologies, some large pharmaceutical equipment companies may benefit significantly from the recovery in industry demand
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For example, Chutian Technology, which specializes in medical equipment and its overall technical solutions, recently released data for the third quarter of 2021, showing that the company's operating income in the first three quarters of 2021 increased by more than 67% year-on-year, reaching 3.
682 billion yuan; net attributable to shareholders of listed companies Profit increased by about 724% year-on-year to 401 million yuan, twice the net profit of the previous year
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And Dong Fulong, another comprehensive pharmaceutical equipment service provider dedicated to providing global pharmaceutical companies with overall solutions for pharmaceutical processes, core equipment, and system engineering, recently released a performance forecast for the first three quarters of 2021, stating that the company for the first three quarters of 2021 The net profit attributable to the parent company increased by 80%-95% year-on-year, about 519 million yuan-562 million yuan, with a median value of 540 million yuan
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From "single machine" to "system", from "back end" to "front end" with higher barriers, from "equipment" to "equipment + consumables + process".
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the transformation and upgrading of the pharmaceutical equipment industry is driving the industry to release more Incremental space, and large pharmaceutical companies have stronger R&D capabilities, greater ability to promote product upgrades, and more complete product lines, so as to meet the new needs of the ever-changing market faster and achieve sustainable growth in performance
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Analysts said so
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For example, in response to the rapid expansion of the biopharmaceutical market scale with an average compound annual growth rate of 18%, Chutian Technology invested in the establishment of a subsidiary Microsphere Bio to enter the field of microspheres and filler media; Teflon started around 2015 It will deploy new businesses such as bioengineering stand-alone machines and systems, cell equipment and consumables, and enter the harvest period
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"Time is money, efficiency is life.
" In the face of rapidly growing pharmaceutical market demand, pharmaceutical equipment companies can only capture market opportunities by responding quickly and actively
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And those companies that have accumulated technological and R&D advantages in the early stages of development are more able to quickly integrate internal and external extensions and upstream and downstream integration in the face of new market demands, thereby continuously increasing market share and gaining the "right to speak" in the market
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At present, some pharmaceutical equipment companies in my country have been able to comply with market demand, continue to accelerate technological innovation, and improve the manufacturing level and production capacity of pharmaceutical equipment at a higher level and on a larger scale, and move towards integration, intelligence, and automation.
Promote the advancement and development of my country's pharmaceutical equipment industry
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According to the industry, the pharmaceutical industry, especially the biopharmaceutical industry, will have strong demand for capacity expansion in the future, which will inject new growth momentum into the pharmaceutical equipment industry, and the domestic pharmaceutical equipment industry will usher in a broad market prospect
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