With favorable policies, a large number of enterprises in the pharmaceutical supply chain will usher in a period of opportunity

Resonated by multiple factors such as favorable policies, capital overweight, and increased investment in corporate R&D, the development of China's pharmaceutical industry has shown a continuous positive trend in recent years
.
Especially with the continuous release of policy dividends, the industry expects that during the 14th Five-Year Plan period, the domestic pharmaceutical industry will usher in accelerated development and move towards higher quality
.
Pharmaceutical equipment (Photo source: Pharmaceutical Network) Specifically, the guiding ideology of the 14th Five-Year Pharmaceutical Industry Development Plan clearly states that it is necessary to comprehensively improve the modernization level of the pharmaceutical industry chain, achieve a stable and controllable supply chain, and accelerate innovation-driven development and transformation
.
The industry believes that under this background, the pharmaceutical supply chain represented by pharmaceutical equipment/scientific instruments is also expected to usher in a critical period of development during the 14th Five-Year Plan
.
The pharmaceutical equipment/scientific instrument industry is the upstream of pharmaceutical companies and a very basic facility for major pharmaceutical companies
.
In recent years, with the advancement of medical reform policies such as centralized procurement and consistency evaluation, as well as the rise of biotechnology, the needs and requirements of pharmaceutical companies for pharmaceutical equipment and scientific instruments are changing, with greater demand and higher requirements
.
It is reported that in November last year, the National Development and Reform Commission and the Ministry of Industry and Information Technology jointly issued the "Notice on the Implementation Plan for Promoting the High-Quality Development of the API Industry".
The domestic capabilities of equipment, high-performance consumables, and digital technologies have been improved
.
Analysts believe that under the background of policy assistance and the vigorous development of China's pharmaceutical industry, the pharmaceutical equipment/scientific instrument industry will undoubtedly usher in structural opportunities
.
Among them, the localization rate of high-end pharmaceutical equipment will be significantly improved, the cash flow of leading pharmaceutical equipment companies will continue to improve, and the circle of competence will continue to expand
.
In terms of scientific instruments, due to the huge market space, the localization rate of the high-end market is low
.
Therefore, with the precipitation of technology research and development by Chinese companies over the years, downstream demand is booming, and national policies continue to guide and support, it is expected that some domestic high-end scientific instruments will also accelerate their rise..
However, it should be noted that there are still many low-level R&D and low-level repeated production in the domestic pharmaceutical equipment/scientific instrument industry.
There is also a large gap between the level of R&D investment and foreign giants.
Only when the level of research and development is raised to a certain level can the innovation of domestic pharmaceutical machines/scientific instruments be realized, and the transformation of domestic pharmaceutical equipment from low-end to mid-to-high-end can be further promoted
.
The author has learned that, in fact, in recent years, pharmaceutical machine giants such as Chutian Technology and Tofflon have invested heavily in product research and development, and the current results have begun to show
.
It is reported that in recent years, Chutian Technology's product series has developed from several original product lines to nearly 20 product lines, from stand-alone sales to the provision of overall solutions for smart pharmaceutical industrial production equipment
.
Some products have reached the advanced level in Europe and entered the high-end field, opening up high-end import substitution
.
In addition, around the development strategy of "systematization, internationalization, and digital intelligence", Tofflon adopts the business model of "equipment + engineering + consumables" to vigorously promote the layout and investment of the three major sectors.
Currently, it has also been able to provide global customers with Forward-looking and competitive pharmaceutical equipment, cell therapy equipment and other system solutions
.