The competition in the industry is becoming more and more fierce, and domestic medicine machines should not be in a hurry to "lie down"!

[ Market Analysis of Chemical Machinery Equipment Network ] Recently, the topic of "laying flat" has caused widespread heated discussions among netizens
.
Due to the soaring housing prices and commodity prices, coupled with serious involution, the domestic social environment has become increasingly severe, and the pressure of life has become heavier and heavier, leading many young people to want to "lie down" even more
.

 

However, for the pharmaceutical machine industry, when more and more foreign manufacturers enter the domestic pharmaceutical machine market, driving the market competition to become more and more fierce, domestic pharmaceutical machines should not be in a hurry to "lie down".
In the future, they may be able to usher in a new era
.

 

Since 2020, due to the impact of the epidemic, many imported equipment cannot be mass-produced in the short term due to the long delivery time, and pharmaceutical companies have turned to purchasing domestic pharmaceutical machines, which has brought opportunities for domestic pharmaceutical machinery and equipment, especially vaccine production equipment, and the number of orders has increased.
Obvious
.
For example, the first quarterly report of Chutian Technology in 2021 shows that its vaccine equipment such as stock solution equipment, washing-drying-filling-sealing line, intelligent testing equipment, and post-packaging line have been recognized by customers and the market with excellent operating performance, and the company's overall orders have grown significantly
.
The commissioning progress of emergency equipment for superimposed pharmaceutical companies has accelerated, and the delivery of commissioning equipment has increased significantly compared with the same period of the previous year, resulting in a substantial increase in operating income and operating costs.
In the first quarter, revenue was 1.
139 billion yuan, an increase of 131.
28% year-on-year; net profit was 105 million, turning losses into profits
.
The company also announced in the research activity information sheet recently that the company has supplied more than 1 billion yuan of vaccine production equipment to customers.
As of the end of the first quarter of 2021, the company has orders of about 5 billion yuan in hand
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　　At the same time, the overseas revenue of domestic pharmaceutical machine companies is also growing
.
For example, Tofflon stated on the interactive platform that in 2020, the company's overseas revenue accounted for about 20%, and the company has more than 10,000 sets of pharmaceutical equipment and drug manufacturing systems serving more than 1,000 global pharmaceutical companies in more than 40 countries and regions around the world; According to the 2020 annual report of Chutian Technology, the company's overseas performance has achieved steady growth, and foreign revenue has increased by 6.
63% year-on-year
.
Among them, ROMACO company achieved a net profit of 73.
7226 million yuan for the year, exceeding the performance target with a completion rate of 133.
73%
.

 

　　It can be said that the current domestic pharmaceutical machine industry is ushering in new opportunities and accelerating the pace of import substitution
.
Compared with imported equipment, domestic pharmaceutical machines are generally cheaper, have shorter delivery cycles, and lower maintenance costs.
When equipment problems occur, domestic suppliers can often respond and deal with them promptly and quickly
.
In addition, compared with import manufacturers, domestic enterprises often have a better understanding of new domestic pharmaceutical policies and regulations, and can take measures and improve directions more quickly in combination with policies, which many imported equipment manufacturers do not have
.

 

　　However, it should also be noted that imported medicine machines have high technical level, strong stability and long service life, while some of the core technologies and components of domestic medicine machines are still dependent on imports
.
In the domestic pharmaceutical machine market, although the low-end and middle-end fields have basically been won by domestic pharmaceutical machine companies, in the high-end field, imported equipment manufacturers still occupy the main market share, and there are few domestic high-end pharmaceutical machine equipment manufacturers and products.

.

 

　　Domestic pharmaceutical machine companies do not want to "lay flat", they should face the challenges, bravely tackle core technical problems, create high-quality domestic equipment with independent innovation capabilities, break the stereotype that "the moon is rounder than the domestic one", and gradually challenge imports in the high-end market Brands, speed up the pace of domestic substitution of imports, and tap a larger market space
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　　As far as the development prospects of the domestic pharmaceutical machine market are concerned, with the intensification of aging, the growth of drug demand, and the growth of fixed investment in the upstream pharmaceutical manufacturing industry, the transformation and upgrading of the pharmaceutical industry is accelerated, and the domestic pharmaceutical machine industry will still face huge demand
.
Industrial Securities believes that with the recovery of the upstream pharmaceutical industry, China's pharmaceutical equipment market is expected to reach US$4.
58 billion in 2025, with a compound growth rate of 8.
1%
.

 

　　Original title: The competition in the industry is becoming more and more fierce, and domestic medicine machines should not be in a hurry to "lie down"!