The rapid expansion of domestic pharmaceutical companies in the first half of the year drove the growth in demand for high-clean application materials

[ Market Analysis of Chemical Machinery Equipment Network ] Recently, Kinglai Yingcai released the semi-annual performance forecast for 2021.
From January 1, 2021 to June 30, 2021, the net profit attributable to shareholders of listed companies was 58 million yuan - 68 million yuan Yuan, an increase of 71.
82%-101.
44% over the same period of the previous year
.

 

The announcement shows that during the reporting period, the company's net profit attributable to shareholders of listed companies increased compared with the same period of the previous year, mainly because the company's sales revenue maintained steady growth
.
The reasons for the changes mainly include two aspects: one is the rapid growth of the company's semiconductor business, benefiting from the localization trend of semiconductors, and the second is the rapid growth of the company's biopharmaceutical business, benefiting from the rapid expansion of domestic vaccine and pharmaceutical manufacturers
.

 

According to the data, Xinlai Yingcai is a company focusing on the research, manufacture and sales of ultra-clean application materials.
Its products are mainly used in food safety, biomedicine and pan-semiconductor business fields
.
Among them, in the field of biomedicine, the company's key technologies for clean application materials include heat exchange, homogenization, and fluid processing
.

 

　　It is understood that high-clean application materials are one of the main equipment materials in the clean room construction process.
The main products include vacuum chambers (cavities), pumps, valves, flanges, pipes and pipe fittings, etc.
In biomedicine, which requires process pollution control In the field, high-clean application materials are widely used
.

 

　　In recent years, with the rapid development of biomedicine and other industries, the demand for clean room construction has continued to expand, and the investment has continued to expand, which has led to the continuous expansion of the clean room engineering market, which has driven the rapid development of the high-clean application materials market
.
Data show that the scale of China's clean room engineering market has grown from 78 billion yuan in 2014 to 126 billion yuan in 2019, with an average annual compound growth rate of 10.
1%
.

 

　　In the first half of 2021, under the background of the gradual recovery of the production of domestic pharmaceutical companies, the continuous favorable policies and the continuous improvement of the review and approval environment, the entire biopharmaceutical industry will continue to develop well
.
According to the information released by the National Medical Products Administration (NMPA), 16 innovative drugs have been approved for the market in the first half of 2021, exceeding the total number of innovative drugs approved for the whole year of 2020.
Among them, 10 innovative drugs were produced by local biopharmaceutical companies.
The research focuses on non-small cell lung cancer, gastric cancer, liver cancer, ovarian cancer, breast cancer and blood cancer
.
With the accelerated launch of innovative drugs, the overall market size is also expected to continue to expand
.
Data shows that as of 2020, the market size of China's biopharmaceutical industry is 3.
57 trillion yuan, and it is expected that by 2022, the market size of this industry will exceed 4 trillion yuan
.

 

　　In the face of the vast blue ocean market, the industry pointed out that the performance of pharmaceutical companies, especially unprofitable listed pharmaceutical companies, is closely related to the progress of product commercialization, which also forces pharmaceutical companies to expand production in a timely manner
.

 

　　For example, in the first half of 2021, there will be a number of pharmaceutical companies that expand production: On April 2, Tuoxin Pharmaceutical was reviewed by the Issuance Examination Committee
.
In this IPO, Tuoxin Pharmaceutical plans to raise 395 million yuan for production expansion, R&D and replenishment of working capital, among which, the construction project of nucleoside series of characteristic raw materials and pharmaceutical intermediates will add 2,000 tons/year of production capacity after completion.
; On April 8, BeiGene announced that its Guangzhou biopharmaceutical production base was officially approved for commercial production, of which the 8,000-liter production capacity approved for commercial production will be used to produce PD-1 tislelizumab injection ; Fuxiang Pharmaceutical intends to raise a net amount of about 1 billion yuan, which will be used for the "High-efficiency Penem Antibiotic Construction Project" in the "Fuxiang Biopharmaceutical Project" and "annual production of 616 tons of Navir intermediates, 900 tons of Bataan intermediates" In addition, a group of domestic vaccine companies are actively deploying capacity construction, including promoting the construction of their own factories to ensure the production capacity and subsequent supply of vaccines
.
As one of the sub-fields of clean room equipment materials, the market demand for high-clean application materials has also increased, and the industry scale has continued to expand
.

 

　　Some industry analysts believe that with the rapid development of China's biopharmaceutical and other industries, pharmaceutical companies will accelerate the expansion of production in order to enhance market competitiveness, and the development of the high-clean application materials market will continue to show a positive trend, and high-clean application materials will be used in the future.
The field is relatively broad.
Among them, the application demand of the semiconductor industry is huge, but the market competitiveness of local enterprises is not high, which also means that local enterprises have huge space for exploration in the future
.

 

　　Original title: The rapid expansion of domestic pharmaceutical companies in the first half of 2021 will drive the growth of market demand for high-clean application materials