With the aging of the population, the increase of people's awareness of health care, and the continuous improvement of the medical security system of various countries, the global biological drugs represented by innovative cell therapy, gene therapy, a new generation of antibody drugs, nucleic acid drugs, etc.
are booming, and the supply chain market has also shown a continuous growth trend
.
Domestic pharmaceutical machine head enterprises accelerate their overseas expansion and obtain high-end biopharmaceutical supply chain stepping stones (Image source: Pharmaceutical Network)
According to Frost & Sullivan's statistics, the global biopharmaceutical market space will increase from US$286 billion in 2019 to US$768 billion in 2030, and in China, the biopharmaceutical market space will also increase from RMB312 billion in 2019 to RMB1,303 billion
in 2030 。 In terms of supply chain, the global biopharmaceutical equipment (depreciation) and consumables market size in 2021 is about 13.
1 billion yuan and 14.
5 billion US dollars, and the Chinese market size is 16.
7 billion yuan and 18.
4 billion yuan respectively; It is estimated that by 2025, China's biopharmaceutical equipment (depreciation) and consumables markets will grow to about 33.
6 billion yuan and 37.
1 billion yuan respectively.
By 2030, it will further increase to about
59.
4 billion yuan and 65.
7 billion yuan.
From the perspective of market structure, the upstream equipment and consumables industry of biopharmaceuticals has high barriers, long certification cycles, and high replacement costs, so the high-end biopharmaceutical supply chain has long been monopolized by multinational companies, and domestic manufacturers lack voice and weak
competitiveness.
However, since 2020, due to environmental factors, the supply of the biopharmaceutical industry chain has been greatly affected, and pharmaceutical companies are generally facing challenges
such as capacity expansion and supply chain instability in the context of a large number of new demand for vaccines and neutralizing antibodies.
Due to the delay in the delivery time of multinational companies, some powerful domestic manufacturers of material and pharmaceutical equipment and consumables have ushered in new opportunities, and have been able to cut into the high-end biopharmaceutical supply chain and accelerate their overseas
expansion.
For example, most of the products exported by Dongfulong before were mainly more mature lyophilization systems and injection solutions, and after the epidemic, the company's bioengineering equipment and consumables in the raw solution link achieved export breakthroughs
.
Among them, disposable consumables have passed BPOG verification, which has won the high-end biopharmaceutical supply chain
.
In February 2022, the company supplied liquid dispensing systems, filling systems, lighting inspections and back-end packaging equipment to the French factory of Recipharm, a large CDMO company, which means that the export destinations of Dongfulong products have begun to enter the supply chain
of developed countries from overseas markets such as Russia and India.
Chutian Technology is also actively deployed in the field of biopharmaceuticals, and the company plans to exceed other product lines
in the annual sales growth rate of process technology and process equipment related to biopharmaceuticals.
And to standardize Sartorius, complete the relevant product series and industrial chain
.
Chutian Technology once mentioned in the 2021 semi-annual report, "continue to strengthen the company's technological innovation and manufacturing capacity improvement, strategic customers, key customer orders are gratifying, breaking the situation of domestic high-end pharmaceutical equipment monopolized by foreign enterprises, and gradually opening up the situation
of import substitution in the high-end equipment market.
" ”
Behind the domestic pharmaceutical machine breaking the international monopoly and accelerating import substitution, it is inseparable from the strong core competitiveness
created by the enterprise.
Not only Dongfulong and Chutian Technology, Navitas, a leading domestic nanosphere material company, is also relying on core technologies to participate in market competition, and winning market share
with the relative advantages of technology and products.
On October 28, Navitas released its 2022 third quarterly report, showing that the company achieved revenue of 470 million yuan in the first three quarters, a year-on-year increase of 66.
63%; The net profit was 212 million yuan, a year-on-year increase of 83.
9%.
Among them, in the first half of the year alone, the company's product sales revenue of chromatography packing materials and chromatography media reached 200 million yuan, a year-on-year increase of 66.
78%, accounting for more than
60% of the total revenue.
It can be seen that the company continues to grow at a high rate
in the field of biomedicine.
In order to deepen the layout, during the reporting period, Navitas also acquired Infini, RILAS and Saipu Instruments.
It also plans to issue 670 million yuan of convertible bonds for Zhejiang Navitas' annual output of 600 tons of biochromatography media and 2 tons of chiral drug separation and purification projects
.
At the same time, to strengthen innovation, the company's R&D investment in the first three quarters was 73.
5169 million yuan, a year-on-year increase of 107.
76%.
Chromatography media is a key consumable in the separation and purification of biopharmaceuticals, and the industry also has considerable room for
growth in the context of the rapid development of biomedicine.
According to the industry research report of CSC, the global chromatography media market size is expected to grow from $3.
2 billion to $8.
5 billion from 2021 to 2030, with a compound annual growth rate of 11.
47%.
In China, the filler/chromatography media industry is in a stage of rapid development, but this industry is a technology-intensive industry, high barriers, the current entry of domestic enterprises is relatively small, in this regard, the industry believes that domestic consumables enterprises continue to improve their research and development capabilities, breaking the pattern
of long-term monopoly abroad.
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