-
Categories
-
Pharmaceutical Intermediates
-
Active Pharmaceutical Ingredients
-
Food Additives
- Industrial Coatings
- Agrochemicals
- Dyes and Pigments
- Surfactant
- Flavors and Fragrances
- Chemical Reagents
- Catalyst and Auxiliary
- Natural Products
- Inorganic Chemistry
-
Organic Chemistry
-
Biochemical Engineering
- Analytical Chemistry
-
Cosmetic Ingredient
- Water Treatment Chemical
-
Pharmaceutical Intermediates
Promotion
ECHEMI Mall
Wholesale
Weekly Price
Exhibition
News
-
Trade Service
[Pharmaceutical Network Market Analysis] In recent years, with the support of favorable policies, and driven by factors such as the aging population and the upgrading of consumption levels, the certainty and prosperity of the pharmaceutical industry have continued to improve
.
In this regard, the industry believes that the time point for the long-term layout of the pharmaceutical sector has come.
In the medium and long term, there are three main lines worthy of attention: The time point for the long-term layout of medicine has come, and the three main lines are worthy of attention (Source: Pharmaceutical Network) 1 , Sectors with high policy immunity and consumption upgrade track.
Under the premise of medical insurance cost control and centralized procurement, innovation and internationalization will be the core main lines of the future industry.
It is recommended to focus on innovation-driven companies and pharmaceutical equipment companies with internationalization capabilities.
.
In addition, you can also look for independent consumption varieties, such as traditional Chinese medicine consumer products, self-funded biological drugs, upstream medical and beauty products, some ophthalmic devices, heavy-duty second-class vaccines, etc.
; and you can use "continuous innovation + internationalization" to enhance competitiveness
.
It is understood that a large number of pharmaceutical companies are making continuous efforts in continuous innovation + internationalization
.
Among them, BeiGene has grown into a global biotechnology company with independent research and development supplemented by global cooperation
.
Its self-developed innovative drug matrix supports high revenue growth, licensing and cooperative R&D further expand the layout of differentiated products, and international clinical trial centers and production bases maximize platform creativity.
BeiGene with strong comprehensive strength has long-term value reserves.
attention
.
In addition, whether it is medicines or consumables, the range of varieties involved in centralized procurement in the future will continue to expand, which will also bring more fluctuations in the industry
.
In this regard, the sub-sectors on the policy immunization track, such as vaccines, are also worthy of attention.
They are characterized by relatively high thresholds, generally new "players" cannot enter, and the competitive environment of the vaccine industry is also relatively good
.
It is reported that the vaccine sector itself is in a boom cycle, and the logic of traditional new product volume remains unchanged
.
In recent years, driven by factors such as strict supervision, the drive of large domestic varieties, and the strengthening of disease control, China's vaccine industry has entered a golden period of development.
Especially affected by the special period, residents' awareness of health care has been continuously enhanced, and their willingness to defend against vaccination It is also constantly improving.
The vaccine industry has strong consumption attributes and huge market growth space
.
Therefore, compared with small and medium-sized enterprises, those with long-term logic, such as Kangtai Bio, Zhifei Bio, and Changchun High-tech, have obvious advantages and are worthy of attention
.
Second, the main line of demand recovery after the epidemic, mainly including traditional Chinese medicine, medical services, CXO, blood products, pharmacies and other sectors
.
Among them, CXO is generally favored by the industry.
Benefiting from the development dividends of domestic innovative drugs and undertaking orders from many overseas multinational pharmaceutical companies, the market demand for CXO (medical R&D outsourcing) is huge
.
The industry believes that with the rapid growth of innovative drug research and development and policy-driven, China's pharmaceutical outsourcing service (CXO) industry will usher in a period of rapid development in the future
.
In addition, the traditional Chinese medicine sector continues to benefit from the triple positives of "policy marginal benefits + product price increases + state-owned enterprise reform", and the development prospects are also very huge.
The industry believes that it is possible to pay more attention to the traditional Chinese medicine sector, especially traditional Chinese medicine consumer goods.
area of profit
.
In addition, medical devices and other sectors have high growth certainty and are also relatively prosperous sectors
.
It is understood that the rapid expansion of domestic medical device market demand in recent years is driving the doubling of the performance of related companies
.
For example, the 2020 performance pre-increase announcement recently disclosed by Mindray Medical shows that the company expects a net profit of 6.
08 billion to 6.
55 billion yuan in 2020, a year-on-year increase of 300% to 40%
.
Analysts believe that in the long run, with the support of favorable policies, as well as the increase of aging, consumption level upgrade and other factors, the development space of domestic medical devices will be even larger in the future, and the trend of domestic substitution of imports will also be more obvious.
Related device companies are expected to gain more opportunities
.
3.
Independent and controllable industrial chain, especially the upstream of the pharmaceutical industry chain, including biopharmaceutical pharmaceutical equipment and consumables, life science products and services, imaging equipment,
etc.
It is understood that biopharmaceutical equipment and consumables benefit from the vigorous development of the domestic biopharmaceutical industry and its own technological progress, and the demand is strong
.
Previously, the research report released by China Securities Investment showed that the global biological drug market space will increase from 286 billion US dollars in 2019 to 768 billion US dollars in 2030; China's biological drug market space will increase from 312 billion yuan in 2019 to 2030.
1,303 billion yuan
.
In addition, life science products and services have also developed rapidly since the outbreak.
According to Frost & Sullivan data, from 2015 to 2019, the global investment in life science research increased from US$116.
6 billion to US$151.
4 billion, with a compound annual growth rate of 6.
7%.
; China's research capital investment in the field of life sciences increased from 43.
4 billion yuan to 86.
6 billion yuan, with an average annual compound growth rate of 18.
8%
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
.
In this regard, the industry believes that the time point for the long-term layout of the pharmaceutical sector has come.
In the medium and long term, there are three main lines worthy of attention: The time point for the long-term layout of medicine has come, and the three main lines are worthy of attention (Source: Pharmaceutical Network) 1 , Sectors with high policy immunity and consumption upgrade track.
Under the premise of medical insurance cost control and centralized procurement, innovation and internationalization will be the core main lines of the future industry.
It is recommended to focus on innovation-driven companies and pharmaceutical equipment companies with internationalization capabilities.
.
In addition, you can also look for independent consumption varieties, such as traditional Chinese medicine consumer products, self-funded biological drugs, upstream medical and beauty products, some ophthalmic devices, heavy-duty second-class vaccines, etc.
; and you can use "continuous innovation + internationalization" to enhance competitiveness
.
It is understood that a large number of pharmaceutical companies are making continuous efforts in continuous innovation + internationalization
.
Among them, BeiGene has grown into a global biotechnology company with independent research and development supplemented by global cooperation
.
Its self-developed innovative drug matrix supports high revenue growth, licensing and cooperative R&D further expand the layout of differentiated products, and international clinical trial centers and production bases maximize platform creativity.
BeiGene with strong comprehensive strength has long-term value reserves.
attention
.
In addition, whether it is medicines or consumables, the range of varieties involved in centralized procurement in the future will continue to expand, which will also bring more fluctuations in the industry
.
In this regard, the sub-sectors on the policy immunization track, such as vaccines, are also worthy of attention.
They are characterized by relatively high thresholds, generally new "players" cannot enter, and the competitive environment of the vaccine industry is also relatively good
.
It is reported that the vaccine sector itself is in a boom cycle, and the logic of traditional new product volume remains unchanged
.
In recent years, driven by factors such as strict supervision, the drive of large domestic varieties, and the strengthening of disease control, China's vaccine industry has entered a golden period of development.
Especially affected by the special period, residents' awareness of health care has been continuously enhanced, and their willingness to defend against vaccination It is also constantly improving.
The vaccine industry has strong consumption attributes and huge market growth space
.
Therefore, compared with small and medium-sized enterprises, those with long-term logic, such as Kangtai Bio, Zhifei Bio, and Changchun High-tech, have obvious advantages and are worthy of attention
.
Second, the main line of demand recovery after the epidemic, mainly including traditional Chinese medicine, medical services, CXO, blood products, pharmacies and other sectors
.
Among them, CXO is generally favored by the industry.
Benefiting from the development dividends of domestic innovative drugs and undertaking orders from many overseas multinational pharmaceutical companies, the market demand for CXO (medical R&D outsourcing) is huge
.
The industry believes that with the rapid growth of innovative drug research and development and policy-driven, China's pharmaceutical outsourcing service (CXO) industry will usher in a period of rapid development in the future
.
In addition, the traditional Chinese medicine sector continues to benefit from the triple positives of "policy marginal benefits + product price increases + state-owned enterprise reform", and the development prospects are also very huge.
The industry believes that it is possible to pay more attention to the traditional Chinese medicine sector, especially traditional Chinese medicine consumer goods.
area of profit
.
In addition, medical devices and other sectors have high growth certainty and are also relatively prosperous sectors
.
It is understood that the rapid expansion of domestic medical device market demand in recent years is driving the doubling of the performance of related companies
.
For example, the 2020 performance pre-increase announcement recently disclosed by Mindray Medical shows that the company expects a net profit of 6.
08 billion to 6.
55 billion yuan in 2020, a year-on-year increase of 300% to 40%
.
Analysts believe that in the long run, with the support of favorable policies, as well as the increase of aging, consumption level upgrade and other factors, the development space of domestic medical devices will be even larger in the future, and the trend of domestic substitution of imports will also be more obvious.
Related device companies are expected to gain more opportunities
.
3.
Independent and controllable industrial chain, especially the upstream of the pharmaceutical industry chain, including biopharmaceutical pharmaceutical equipment and consumables, life science products and services, imaging equipment,
etc.
It is understood that biopharmaceutical equipment and consumables benefit from the vigorous development of the domestic biopharmaceutical industry and its own technological progress, and the demand is strong
.
Previously, the research report released by China Securities Investment showed that the global biological drug market space will increase from 286 billion US dollars in 2019 to 768 billion US dollars in 2030; China's biological drug market space will increase from 312 billion yuan in 2019 to 2030.
1,303 billion yuan
.
In addition, life science products and services have also developed rapidly since the outbreak.
According to Frost & Sullivan data, from 2015 to 2019, the global investment in life science research increased from US$116.
6 billion to US$151.
4 billion, with a compound annual growth rate of 6.
7%.
; China's research capital investment in the field of life sciences increased from 43.
4 billion yuan to 86.
6 billion yuan, with an average annual compound growth rate of 18.
8%
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
