What are the challenges facing the pharmaceutical equipment industry in the second half of the year? What do I need to do?

At present, a number of listed pharmaceutical equipment companies have disclosed the 2020 half-yearly report, and the performance is mostly positive, such as Canaan Technology is expected to make a profit of 27.2618 million yuan in the first half of 2020 - 3271.4 10,000 yuan; Dongfulong expects its first-half results to accelerate again on the basis of a double-fold in 2019, and expects first-half earnings of 164 million yuan to 176 million yuan, up 330%-360% year-on-year.
with the listed pharmaceutical equipment companies have reported results, the second half of the industry trend, as well as the opportunities and challenges that enterprises will face have also been the industry's attention.
, this paper on the challenges and response aspects of a brief combing, only for industry reference.
of the challenges of pharmaceutical equipment (source: Pharmaceutical Network): Downstream policy, development environment changes For equipment enterprises, the downstream pharmaceutical industry policy changes, development status and business climate, will directly affect the performance of pharmaceutical equipment enterprises.
, pharmaceutical companies need to pay attention to the pharmaceutical industry's policies and development environment changes, timely response measures.
from the second half of this year has been implemented or will land on the pharmaceutical policy, industry supervision will continue to strengthen, health care fees into a major trend.
For example, on July 24th the National Health and Safety Commission issued the Notice on the Issue of a Special Action Plan for the Construction of Style in the Medical Industry in 2020, which clearly states that from July to the end of the year, the focus will be on the rectification of medical personnel receiving kickbacks, illegal marketing by pharmaceutical companies and other acts.
among them, the focus of inspection of medical institutions outpatient clinics, inpatient departments, pharmacies and other areas of the production of pharmaceutical products, operating enterprises or distribution personnel in violation of the law to medical personnel to promote the sale of drugs, medical equipment, business negotiations.
, the Guidance on Promoting the Reform of the Regulatory System of the Medical Security Fund indicates that special governance of inflated prices of pharmaceutical and high-value medical supplies will be carried out in-depth.
, drug prices are another big trend.
with the development of the third batch of volume procurement, it means the beginning of normal collection.
third batch of collection involving 56 varieties, 86 product regulations, compared with the first two batches involving a significant expansion of varieties.
expect more drug price cuts in the future, and drug companies are under pressure to cut prices and control costs.
this background, pharmaceutical companies for equipment production capacity and other requirements will be significantly changed.
pharmaceutical equipment enterprises need to meet the requirements of pharmaceutical companies in equipment to expand production capacity, reduce costs and so on, and constantly innovate and upgrade equipment.
For example, some enterprises for the needs of the winning enterprises to put forward the "4 plus 7" centralized water supply overall solution, its footprint is smaller, better water quality, energy saving and consumption reduction is obvious, and the whole system of water production, steam production indicators are much higher than pharmacopeia indicators.
In the long run, as the division of the pharmaceutical industry intensifies, innovative drugs, raw materials and other industrial chains are expected to accelerate development, while with the aging of the population, as well as the promotion of health insurance policies, the pharmaceutical industry is still favored by investors, which will be conducive to the growth of fixed asset investment in sub-sectors, mining-related pharmaceutical equipment investment is also expected to increase, the pace of industry renewal or acceleration.
Challenge 2: The market competition in the industry has intensified this year, under the influence of consistent evaluation, volume procurement and other policies, the domestic pharmaceutical industry reform accelerated, forcing the transformation and upgrading of the domestic pharmaceutical equipment industry, industry concentration will continue to improve, increasingly fierce competition.
background, pharmaceutical companies will face adverse market competition and even affect the company's long-term development if they fail to strengthen their innovation efforts, improve their technological level and seize the industry trends.
, the current development trend of pharmaceutical equipment industry includes integration, continuity, automation, information technology, intelligence and so on.
In order to improve market competitiveness and meet market demand, pharmaceutical companies also need to continuously improve the basic performance of the equipment itself on the basis of these trends to continuously improve research and development investment, innovation and upgrading technology, to better meet the needs of pharmaceutical companies.
For example, the relevant person in charge of API production enterprises said that it is necessary to improve the level of automation and intelligence of the equipment layer, improve the continuity of API production, and realize the automation and flexible batch control of the whole process of API production.
Challenge 3: The gap between domestic and high-end imports At present, domestic pharmaceutical equipment enterprises are mainly concentrated in the low-end market, compared with foreign high-end pharmaceutical enterprises, there is a gap in product and technology research and development, because imported pharmaceutical machines occupy a monopoly position in the high-end market, domestic pharmaceutical enterprises will face the risk of declining competitiveness.
, domestic pharmaceutical companies need to keep up with the new technology in the pharmaceutical equipment industry, keep pace with the times, timely use of new technology to develop new products to meet the development needs of the pharmaceutical industry at home and abroad.
that in order to build the driving force, pharmaceutical companies in the first half of this year officially launched high-end pharmaceutical equipment industrialization projects, is expected to be officially put into operation by the end of the year.
expected to be completed and put into operation after sales revenue of 1.2 billion yuan, an annual profit of 180 million yuan.
the completion of the project will form a solid preparation - laboratory, customized, production-oriented, closed production line of the entire industrial chain, to provide domestic and foreign customers with a stable and reliable solid preparation equipment a full range of solutions.
.