How will the pharmaceutical equipment market be interpreted at the end of the year, and how will it be laid out in the next phase?

With only more than a month left in 2022, the 2021 annual performance forecast of listed companies has begun
.
Regarding the 2021 annual performance of listed pharmaceutical equipment companies, the answer given by many securities companies is pre-happy.
Among them, Tofflon's net profit in 2021 is predicted to increase by 57.
23% year-on-year; Chutian Technology's net profit in 2021 will increase by 145.
25% year-on-year; forecast Tailin Biotech's net profit in 2021 increased by 44.
67% year-on-year
.
How will the pharmaceutical equipment market be interpreted at the end of the year, and how will it be laid out in the next phase? (Image source: Pharmaceutical Network) In the first three quarters of this year, the structure of the biomedicine sector has clearly differentiated.
It is expected that the market for pharmaceutical equipment at the end of the year will still be worth seeing in the context of the continued prosperity of the innovative medicine and CXO industries
.
On the one hand, uncertainties in the pharmaceutical sector are declining.
On July 2, 2021, CDE publicly solicited opinions on the "Clinical Value-Oriented Anti-tumor Drug Clinical Research and Development Guidelines", which further forced companies to innovate rather than pseudo-innovate.
At the same time, the accelerated export of domestically produced innovative drugs will also bring new opportunities to the pharmaceutical equipment industry; on the other hand, the CXO industry is particularly prosperous, and the entire market is still in a stage of vigorous upward development, which also brings development opportunities to upstream pharmaceutical equipment
.
From the perspective of the industry, the leading pharmaceutical equipment companies represented by Chutian Technology and Tofflon, etc.
, after years of high R&D investment, the product diversification layout has shown results, the pace of domestic substitution is accelerating, and the international layout is also Deepened, so the certainty of performance growth at the end of the year is relatively high
.
In the long run, with the rapid development of the biopharmaceutical industry and the acceleration of the transformation of the downstream pharmaceutical industry, the release of favorable policies to support the development of high-end pharmaceutical equipment, and the superimposition of domestic substitution, China's pharmaceutical equipment market is still worth exploring
.
Data shows that the domestic pharmaceutical equipment market will be about 35.
9 billion yuan in 2020, and it is expected to approach 40 billion yuan by 2021, and increase to 44.
4 billion yuan in 2022
.
Then, looking forward to 2022, how will the pharmaceutical equipment companies deploy? The next phase of the plan was mentioned in the Investor Relations Activity Record Form released by Chutian Technology on November 25, which is mainly divided into two parts: product and market
.
In terms of products, the company said it will increase its efforts to maintain the domestic advantages of aseptic packaging and packaging products after testing; focus on the development of biomedical equipment, especially biological front-end equipment and consumables, auxiliary materials, etc.
; establish an innovative drug equipment development team to develop intelligence New product
.
In terms of the market, the company plans to vigorously promote the replacement of high-end pharmaceutical equipment and expand its overseas business
.
At the same time, speed up export substitution
.
Chutian Technology stated that customers in developed regions in Europe and the United States have demand for cost reduction and service upgrades
.
With the upgrading of product technology, quality improvement, and management improvement of Chinese enterprises, they can gradually catch up with their European counterparts, and their competitiveness and influence in overseas markets will gradually increase
.
Toflon’s revenue from biopharmaceutical equipment and consumables accounted for about 40%.
In terms of biopharmaceutical equipment, the company has a complete product line layout in the field of biopharmaceutical equipment.
In October, it also invested nearly 500 million yuan in the construction of a pharmaceutical system equipment production base.
Signed a contract with Shanghai Jinshan Industrial Zone
.
In the consumables sector, Tofflon has strengthened the merger and acquisition of consumables/fillers after 2020
.
The company mentioned the outlook and layout of the consumables sector in a survey at the end of October this year.
It stated that membrane bags, fillers, filters, and culture media are still in the trial process and will continue to increase research and development efforts and enrich the categories of consumables.
Customized development is carried out according to the needs of domestic and foreign customers
.
Judging from the trends of the above two representative pharmaceutical equipment giants, the biopharmaceutical field will be the key area for pharmaceutical equipment companies to attack.
In the future, under the trend of domestic substitution, the dominant companies that are the first to deploy are expected to tap more room for growth
.
At the same time, the overseas market is getting more and more attention from enterprises, and the acceleration of internationalization is expected to bring new growth to the overseas business of related companies
.