Make my country's pharmaceutical intermediate industry bigger and stronger
As a branch of the chemical industry, the pharmaceutical intermediate industry is also an upstream industry of the pharmaceutical industry. In 2018, the market size reached RMB 2017 billion, with an average growth rate of 12.3%. With the rapid development of the pharmaceutical industry, the development prospects of the pharmaceutical intermediate market are good. The current pharmaceutical intermediate industry is facing multiple difficulties, and it has not received sufficient attention and policy support at the national level. Through combing and analyzing the existing problems in the pharmaceutical intermediate industry, combined with the analysis of the industry data, we propose to make the pharmaceutical intermediate bigger and stronger. Relevant policy recommendations for the sports industry.
Several major problems in China's pharmaceutical intermediate industry:
1. China is a major exporter of pharmaceutical intermediates, and it shares more than 60% of the global pharmaceutical intermediate supply with India. In the process of the intermediate manufacturing industry moving to Asia, low labor and raw material prices are gradually realized, and the production of pharmaceutical intermediates and raw materials is improved. From the perspective of the import and export of intermediates, domestic pharmaceutical intermediates are mostly low-end products, while high-end products still rely on imports.
2. India is a major competitor in the pharmaceutical intermediates and API industry in developing countries, and its in-depth cooperation relationship with Europe and the United States is far stronger than that. According to data, the annual import value of Indian pharmaceutical intermediates is US$18 million, of which more than 85% is supplied by China, and its export value is US$300 million. The main export countries are Europe, the United States, Japan and other conversion, export The three countries of the United States, Germany and Italy accounted for 46.12% of the total export volume, while the proportion of China only accounted for 24.7%. Therefore, while importing a large number of low-priced pharmaceutical intermediates, India has gradually provided higher-quality pharmaceutical intermediates to Europe and the United States at high prices. Instead, Indian pharmaceutical companies have gradually increased the manufacturing of late-stage intermediates for original research drugs, and their R&D capabilities and product quality have been replaced-India’s R&D intensity in the fine chemical industry is 1.8%, which is consistent with European R&D intensity, while China’s R&D The strength is 0.9%, which is generally lower than the world level; because India’s drug raw material quality and management system are in line with European and American countries, its product quality and safety are widely recognized globally, while taking into account manufacturing and alternative technologies, Indian manufacturers usually Through close cooperation with gradually developing multinational companies, India has reorganized and absorbed the practices of the US pharmaceutical industry, and continuously promoted domestic enterprises to strengthen research and development, upgrade preparation processes, and form a virtuous circle of the industrial chain. In the industry, due to the temporary added value of products and lack of experience in grasping the international market, it is difficult to form long-term and stable cooperative relations with multinational corporations, and the motivation for R&D and upgrading is lacking.
Due to the rapid update of intermediate products, companies need to continuously develop and improve new products to match the progress of innovative research and development in the pharmaceutical industry. Since the implementation of environmental protection policies has increased, the pressure of manufacturing enterprises to build environmental protection treatment facilities has increased. The intermediate production in 2017 and 2018 has dropped by 10.9% and 20.25% respectively from the previous year. Therefore, enterprises need to increase the added value of their products and initially realize industrial integration.
3. China's main pharmaceutical intermediate products are mostly antibiotic intermediates and vitamin intermediates. As shown in the figure below, in the basic pharmaceutical intermediates, antibiotic intermediates are integrated to more than 80%. Among the intermediate products with an output exceeding 1,000 tons, antibiotic intermediates accounted for 55.9%, vitamin intermediates accounted for 24.2%, antibacterial and metabolic intermediates accounted for 10%, and other types of antibiotics, such as intermediates for cardiovascular system drugs The amount of body, anti-cancer and anti-viral drug intermediates, etc. is significantly reduced. As the innovative drug industry is still in the development stage, there are obvious differences between the research and development of anti-tumor and anti-viral drugs, so it is difficult to drive the production of upstream intermediates from downstream. In order to adapt to the development of the global pharmaceutical level and the adjustment of the disease spectrum, the pharmaceutical intermediate industry appropriately strengthens the R&D and production of the aforementioned pharmaceutical intermediates.
In response to the above problems, we suggest to focus on the pharmaceutical intermediates industry to give full play to its advantages such as superior development and low manufacturing prices, and to increase the export of pharmaceutical intermediates under the situation of foreign epidemics is not optimistic, and further occupy and expand the market. At the same time, the country's research and development capabilities for pharmaceutical intermediates have improved, and companies are encouraged to extend the industrial chain and fully upgrade to a technology- and capital-intensive CDMO model. The development of the pharmaceutical intermediates industry should be driven by downstream demand, by occupying the market, improving its own research and development capabilities and strengthening product quality testing to increase product added value and bargaining power. The way to extend the upstream and downstream industrial chain will improve the profitability of the company while developing towards a customized intermediate company. This move can deeply bind product production, enhance customer stickiness, and cultivate long-term cooperative relationships. The company will benefit from the rapid growth of downstream demand and form demand Promote R&D production system.