Ten billion biopharmaceutical equipment + consumables market attracts pharmaceutical machine giants to accelerate their layout

On February 22, the domestic pharmaceutical machine giant Chutian Technology mentioned in the newly released investor relations activity record sheet, "Global innovative drugs and biological drugs are booming, and there is a great demand for high-level, high-quality medical equipment
.
" He believes that the company is a leading enterprise in the industry and will gradually realize domestic high-end import substitution and export substitution to maintain the company's sustained high-quality growth
.
Pharmaceutical Equipment (Photo source: Pharmaceutical Network) There are many institutions that hold the same view as Chutian Technology
.
From the perspective of the general background, in recent years, due to multiple resonances such as favorable policies, market demand, talent influx, and capital increase, the development of domestic biopharmaceutical products such as PD-1 and CART is hot, and the future prospects of the entire market are undoubtedly considerable
.
In this context, the equipment and consumables industries in its industrial chain also have great opportunities for development
.
According to data in a research report released by CITIC Construction Investment in January this year, China's biological drug market space will increase from 312 billion yuan in 2019 to 1,303 billion yuan in 2030
.
In 2020, China's biopharmaceutical equipment + consumables market is about 25 billion yuan, and the expected growth rates from 2020 to 2025 are 17% and 20%, respectively
.
Facing the rapidly growing market space of biopharmaceutical equipment + consumables, domestic powerful pharmaceutical machine companies are expected to win new opportunities
.
At present, many pharmaceutical machine giants have accelerated their layout in this field or disclosed the company's future layout trends
.
For example, on February 20, Chutian Technology issued an announcement on the establishment of Chutian Siweikang Gene Technology (Changsha) Co.
,
Ltd.
The announcement shows that Chutian Technology plans to invest 25.
5 million yuan to establish Chutian Siweikang, with the purpose of further enhancing the company's competitiveness in the field of biopharmaceutical equipment and complementing the company's biopharmaceutical equipment sector and product chain
.
Chutiansiweikang will provide equipment, consumables and accessories related to cell processing systems as its main business
.
Before this cooperation, Chutian Technology has the capabilities of semi-automatic cell processing related equipment, instruments, consumables, etc.
, but has not yet formed an overall solution for automatic and intelligent cell processing..
After the establishment of Chutian Siweikang, it will gradually develop T cell purification and processing equipment, automatic immune cell culture equipment, immune cell preparation equipment, etc.
, which will help improve the overall solution capability of Chutian Technology
.
Previously, in order to lay out the field of biological front-end disposable consumables, Chutian also established Siyoute, which is used for the development and production of biopharmaceutical process products such as disposable bioreactors, liquid dispensing bags, liquid storage bags and their membrane materials
.
At present, the construction of the Shanghai factory of Siuute is in progress, and it is expected to be put into production within this year
.
Coincidentally, Tofflon is also taking the lead in the field of biopharmaceutical equipment and consumables
.
As early as the disappearance of the GMP policy dividend, Tofflon has been actively deploying various production lines of biological macromolecules and cell equipment
.
Tofflon once mentioned in the research report that the preparation of biopharmaceuticals and the output of engineering capabilities are the track for the rapid growth of the market demand for innovative drugs.
In this regard, the company will form a team to meet the needs of domestic and foreign markets
.
In addition, it will continue to actively deploy the consumables industry related to biopharmaceuticals, combine it with equipment manufacturing, and apply it to the field of biomacromolecules
.
It is worth mentioning that domestic pharmaceutical machine enterprises are mainly small and medium-sized, and they are concentrated in the low-end market with low-level repetitive production and price competition, while the high-end field is seriously lacking in domestic enterprises, and the domestic high-end biopharmaceutical equipment field.
The reactor, separation and purification system and other equipment have been monopolized by foreign pharmaceutical machine giants for a long time
.
This also means that in the future, domestic pharmaceutical machine companies still have a lot of room for alternatives, and domestic pharmaceutical machine giants with relatively rich experience, large R&D investment, and early layout are expected to taste this wave of "sweetness" first
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.