Under the accelerated changes in the pharmaceutical market, the upstream ushered in these new changes

【Pharmaceutical Network Market Analysis】The pharmaceutical industry is the downstream of the pharmaceutical equipment industry, in recent years, with the acceleration of drug approval, the promotion of consistency evaluation of generic drugs, the normalization of centralized procurement, medical insurance fee control and other heavy policies, the pharmaceutical market has accelerated changes, bringing opportunities and challenges to the upstream, forcing the pharmaceutical equipment industry to accelerate transformation and innovation, and the industry has ushered in some new changes
.
Pharmaceutical equipment (Image source: Pharmaceutical Network) On the one hand, pharmaceutical machinery companies pay more attention to technological innovation and research and development
.
Taking the head enterprises of pharmaceutical machinery Dongfulong and Chutian Technology as examples, from the perspective of pharmaceutical equipment technology research and development investment alone, the data shows that in 2020, Dongfulong invested 1.
561 billion yuan in research and development, accounting for 5.
77% of the company's total revenue; Chutian Technology invested 2.
878 billion yuan in R&D, accounting for 8.
05%
of the company's revenue.
Although compared with foreign manufacturers, the proportion of R&D investment in pharmaceutical equipment technology of domestic head pharmaceutical machine enterprises in total revenue is still relatively low, it has improved compared with the past
.
Talent is an important factor driving innovation, in recent years, the head pharmaceutical machinery enterprises have also paid more attention to talents, accelerated the introduction
of technical talents.
For example, according to the 2022 half-year report of Chutian Technology, the number of technical R&D personnel in the first half of the year increased by more than 650 compared with the same period, and the number of technical R&D personnel of Chutian Group during the reporting period has approached 2,000.

Under the continuous R&D investment and talent-driven, the pharmaceutical machinery enterprises represented by the head have accelerated their transformation and upgrading in the direction of automation, continuity, greening and intelligence, and their product performance has been continuously improved, gradually breaking through from low-end to high-end, and the domestic substitution process of pharmaceutical equipment has been continuously accelerated
.
The emergence of domestic alternative outlets is mainly driven
by the development of biological drugs and the epidemic.
The domestic biopharmaceutical industry started late, but in recent years ushered in a golden period of development, a large number of pharmaceutical companies, capital into the market, pharmaceutical enterprises fixed asset investment continues to grow, driving the development of
pharmaceutical equipment industry.
In order to seize the opportunities brought by biopharmaceuticals, on July 13 this year, the leading pharmaceutical equipment enterprise Dongfulong also announced that it planned to raise no more than 3.
2 billion yuan, which was approved by the Shenzhen Stock Exchange for the construction of the biopharmaceutical equipment industry trial production center project, the Jiangsu biomedical equipment industrialization base project and the life science industrialization base project of Zhejiang Dongfulong Biotechnology Co.
, Ltd.
, in order to further expand the company's production capacity and meet future development needs
.
The analysis believes that this fixed increase will bring improvements to Dongfulong's production capacity construction and process technology, and stabilize the company's brand and market share
.
On the other hand, the business focus of enterprises will also shift from production to service, and more and more pharmaceutical machinery enterprises will gradually develop from a single manufacturer of pharmaceutical equipment to a comprehensive solution provider
。 For example, Dongfulong, which started with freeze dryers, has gradually developed into a comprehensive pharmaceutical equipment service provider that provides overall solutions for pharmaceutical processes, core equipment and system engineering for global pharmaceutical enterprises, practicing the integration and innovation of pharmaceutical equipment and pharmaceutical processes, and striving to realize the vision of smart pharmaceutical factory deliverers; After years of development, Canaan Technology has gradually transformed from a pharmaceutical equipment factory to a smart pharmaceutical factory overall solution provider
.
The analysis believes that the main reason behind this is that there are differences in the specific needs of pharmaceutical companies for plants, processes, production capacity, etc.
, resulting in different requirements for equipment from customers, which require "tailor-made"
.
"Even for the same type of equipment, customers have different requirements for specifications, configurations, functions, etc.
, and pharmaceutical companies need to provide customized services
according to the specific needs provided by customers.
" Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice
to anyone.