In the first half of 2005, the total industrial output value of the pharmaceutical industry was 21253.9 billion yuan, a year-on-year increase of 23.45%. The added value was 80.452 billion yuan, a year-on-year increase of 23.45%. Since April, the economic growth of the pharmaceutical industry has shown a rapid growth momentum.
In the first half of the year, the pharmaceutical industry achieved product sales revenue of197.572 billion yuan, a year-on-year increase of 24.64%. Sales growth in most industries continued to improve to varying degrees, including 55.522 billion yuan for chemical raw materials, 52.777 billion yuan for chemical preparations, up by 22.65%, and 65.438+02.984 billion yuan for biopharmaceuticals. It increased by 3 1.2 1%, Chinese patent medicine was 42.258 billion yuan, up by 2 1.28%, and medical devices14.247 billion yuan, up by 23.97%.
In the first half of the year, the pharmaceutical industry realized a profit of 1694.38+0 billion yuan, a year-on-year increase of 20.89%. Among them, chemical raw materials reached 3.31600 million yuan, up16.22% year-on-year; 5.537 billion yuan of chemicals, an increase of 27.42%; Chinese patent medicine was 4.326 billion yuan, up17.86%; Health materials were 490 million yuan, up by 37.90%, and biopharmaceuticals 1.38 million yuan, up by 3 1.00%. Medical equipment was 654.38+0.65 billion yuan, down by 0.48%, and the downward trend of profits was basically curbed.
trait
The position of global pharmaceutical R&D is gradually shifting to China, which accelerates the development of pharmaceutical industry in China.
In recent years, multinational pharmaceutical companies such as GlaxoSmithKline, Roche and Novo Nordisk have set up R&D centers in China. It is understood that the top 20 multinational pharmaceutical companies in the world have set up joint ventures in China, and some have their own wholly-owned enterprises. However, few multinational pharmaceutical companies have established R&D centers in China, and only a few are GlaxoSmithKline, Roche, Novo Nordisk, AstraZeneca and Lilly. However, with the completion of the large-scale entry of the world's pharmaceutical giants into China, multinational companies have gradually shifted from focusing on industrial investment to focusing on R&D investment.
The increasing participation of foreign companies makes the OTC market more competitive.
The growth of pharmaceutical retail market in China has attracted great attention of foreign-funded enterprises. For example, Merck announced the launch of OTC project in China market the year before last; Roche has listed China as one of the top ten OTC countries in the world, and plans to achieve an average annual growth rate of 50% in China in the next five years, reaching a scale of 654.38 billion yuan in 2008; Lexin Pharmaceutical and Yalai Pharmaceutical, the largest OTC manufacturers in China and Hongkong, jointly opened up the domestic OTC market last year. Novartis has begun to integrate its "Futalin" series brands and will exert its strength in the OTC market in China; German doctor Ma also entered the OTC market in China in the second half of last year. Experts predict that with the start-up and preheating of OTC market by foreign companies in recent two years, a large number of new big brands will appear in China OTC market in 2005, and the competition in OTC market will be more intense.
Rising costs and falling drug prices have become typical features of the development of the pharmaceutical industry in recent years.
Manufacturing cost, circulation cost, raw material cost and conversion cost (GMP) have increased; The price of retail terminals has decreased, the exploitation of intermediate links has not changed, and enterprises and people are victims.
In the first half of 2005, the sales expenses of the pharmaceutical industry were 65.438+033.256 billion yuan, a year-on-year increase of 27.93%. Among them, chemical raw materials were 43.559 billion yuan, an increase of 30.82%; Chemical 3 1 1.7 1 100 million yuan, an increase of 23.45%; Chinese patent medicine was 24.626 billion yuan, an increase of 26.78%; Biopharmaceuticals reached 8.72 billion yuan, an increase of 37.28%; Medical devices reached 654.38+00.667 billion yuan, an increase of 27.42%. The cost growth rate of most industries in the pharmaceutical industry is higher than the income growth rate to varying degrees.
GMP reform promotes the survival of the fittest in the pharmaceutical industry, and corporate reshuffle is inevitable.
GMP helps some enterprises to go out, which is beneficial to resource reorganization, but it also brings huge borrowing costs to some enterprises. In the case that the overall business environment of the pharmaceutical industry has not improved significantly, the burden on enterprises has increased. Reorganization is the highlight of development and reform in the next few years. Through reform and reorganization, the organizational structure of pharmaceutical production enterprises in China will undergo major changes. A number of large enterprise groups with listed companies as the core will become the main force leading the development of China pharmaceutical industry, and the concentration of production or profit of these main enterprises will be higher and higher.
The pharmaceutical business is struggling, and solving the "dead knot" depends on the profound reform of the medical system.
Cheap pharmacies trying to change the current situation of medical circulation in China were all the rage, but now they are basically in trouble, and the reform of medical system is the "dead knot" of all problems.
In addition, the urban medical insurance system itself has obvious defects and its development prospect is not optimistic. China's medical and health system looks forward to reform.
To sum up, the pharmaceutical industry is seriously polarized, large enterprises have great development prospects, and small enterprises are difficult to stand on their feet and may be eliminated at any time.
First of all, we should observe the scale of drug dealers to judge their market competitiveness.