In three years or five listed companies, the domestic track with a domestic rate of less than 9%became the biggest dark horse this year?

The one -time plastic consumables of the biological laboratory, as an important branch in the laboratory, are a potential stock that has been ignored for a long time. Most people's perception of the laboratory consumable market is early development, low penetration rate, and small market size. But in fact, disposable plastic consumables have supported multiple IPOs.

In 2020, Jiete Biology, Titan Technology, and Gongdong Medical were concentrated on the market on the Shanghai Stock Exchange; in December 2021, the Kaishi Biological Application of the Shenzhen Stock Exchange was accepted; in August 2022, Shuohua Life submitted the IPO application draft. In the first -level market, in 2022, Cartoharnia, Sepupon, Yatong Bio, Kenzi, Quanxinquan and other companies that focus on or business cover laboratory consumables have completed financing. Among them, there are many Junlian Capital. Many investment institutions such as Changling Capital, Xingze Capital, Sunshine Rong Capital.

Biological laboratory consumables are one of the four categories of life science services. Disposable plastic consumables are an important category of biological laboratory consumables, which are widely used in experiments with higher requirements for supporting consumables. It can be said that the quality and performance of disposable plastic products directly related to the accuracy and safety of the experiment or detection items.

Disposable plastic consumables have always been a stuck neck link in the life science service industry in my country. Due to technical level restrictions, the consumables in the Chinese Life Science Laboratory have long been led by international giants such as Simerfei, Corning, VWR, and GE. According to the data of the "Deep Research Report of the World and Chinese Bioskarite Industry in 2021 and the Chinese Bioskarite Industry in 2021" released by the Xinshi Industry Research Center, the market market share of the import brand has exceeded 90%.

However, with the country's strong support for the biotechnology industry, the continuous prosperity of the in vitro diagnosis and the continuous prosperity of the biomedical industry, the upsurge of domestic alternatives, and the normalization of the epidemic situation, the laboratory consumables will be continuously developed. At present, some domestic leading companies have achieved technological breakthroughs in some biological laboratories' disposable plastic supplies products, and they are expected to get more industry share in the future. In this regard, the arterial network combed the industry for one -time plastic consumables in order to readers.

The market share of disposable plastic consumables is 91.5%

Life scientific services include four categories: scientific research reagents, experimental consumables, instrument equipment and comprehensive services. Among them, experimental consumables are divided into general consumables used in laboratories, high -end consumables and laboratory animals for specific industrial production. This article mainly discusses disposable plastic consumables in general consumables.

Experimental consumable materials include glass, quartz, ceramics, metals, rubber, paper, etc. Among them, glassware has been widely used in laboratory scenes with its natural hydrophilicity advantages. However, in the process of use, the disadvantages of the tedious cleaning process, the risk of cross -pollution, fragile and easy to break, and have gradually appeared. Since the 1960s, developed countries in Europe and the United States have begun to replace glassware with disposable plastic consumables.

Disposable plastic consumables are mainly made of medical -grade polymers. They have good mechanical properties and chemical stability. It is easy to show modification and meet different specific experimental needs, and can improve production and experimental efficiency. With the development of experimental consumables, disposable plastic consumables have gradually replaced experimental consumables of other materials.

From the perspective of the entire industrial chain, the upstream of the disposable plastic consumable industry chain includes suppliers, mold suppliers, and injection molding of raw auxiliary materials such as polystyrene (GPPS), polypropylene (PP), polyethylene (PE) Equipment suppliers such as machines. Disposable plastic consumables are mainly used for cell culture and harvesting, biological experimental pits, solution filtering and separation, storage, etc., and the downstream covers research institutions such as biology, medicine, agriculture, environment and other laboratories, life sciences and medicine. Disease control centers, inspection and quarantine institutions and drug and food supervision bureaus at all levels of health prevention systems, inspection laboratories at all levels of medical institutions, and pharmaceutical companies, CRO service companies, biotechnology companies, scientific research service companies, etc.

Because imported brand products have the advantages of first -time, technical advantages, and brand advantages, China's disposable plastic consumable market has long been monopolized by importing manufacturers such as Corning, Simo, and VWR. According to the data of the New Silicon Industry Research Center, the market share of one -time plastic consumables in the biological laboratory in 2020 accounted for 91.5%of the overall market.

Quan Xinquan, Geng Xinrui, the person in charge of the brand, said: "Laboratory consumables are a serious underestimated industry. In the inherent impression, investing in molds, injection molding machines, and some operators. In fact, the research and development of laboratory consumables requires a large amount of manpower and material resources, and the unit price of consumables is low, and the amount needs to be taken. Therefore Scale input of consumables. "

my country ’s disposable plastic suppliers are mainly based on traders, and most of the disposable plastic consumables rely on imports. With the increasing economic level of my country and the continuous prosperity of the biotechnology industry, professional laboratory suppliers have been produced.

Li Jilong, the person in charge of Yatong Biological Strategy, said that China's disposable plastic consumables are mostly started in the early 21st century. They are limited by technical level, professional ability and process quality, and they start with low -value consumables. With the improvement of domestic technological level and innovation strength, some enterprises also have a layout in the field of high -end consumables. In terms of application scenarios, users of disposable plastic consumables were mostly mainly scientific research and industrial users. After the one -time plastic consumables are more mature in other areas, the medical field is gradually open. Pharmaceutical research and development and diagnosis demand is strong, promoting domestic alternative heat of experimental consumables

In 2020, domestic disposable plastic consumables ushered in the harvest period. Jeut Biology and Titan Technology were listed on the science and technology board in January and November, and Gongdong Medical was listed on the main board of the Shanghai Stock Exchange in September. A number of industry people interviewed by arterial networks have received an answer that "this is an accident and inevitable".

On the one hand, this is the thick accumulation of my country's deep cultivation of laboratory consumables in the past ten years; on the other hand, the emergency public control of the new crown epidemic has promoted domestic replacement of disposable plastic consumables from slogans to a certain extent. Although the research in the field of life sciences in my country began late, with the active industrial environment of China, the one -time plastic consumable market is "hard -working."

Biotechnology downstream markets are favorable for policies and drive upstream consumables. For example, in May 2022, the National Development and Reform Commission issued the "Fourteenth Five -Year Plan" Biological Economic Development Plan ", which proposed to vigorously develop advanced diagnostic technologies and products such as molecular diagnosis, chemical lighting immune diagnosis, and real -time test. In the context of national policy support for domestic replacement imports, the biotechnology industry will get more attention and capital investment, and further drive the development of disposable plastic consumables.

As an important direction for global scientific research funding, the field of life sciences has continued to grow. According to the data of the "National Science and Technology Investment Statistics" jointly announced by the National Bureau of Statistics, the Ministry of Science and Technology, and the Ministry of Finance, in 2021, the investment and investment intensity of the investment in pharmaceutical manufacturing research and experimental development (R & D) 3.19%, compared with 2020, increased by 15.78 billion yuan and 0.06%, respectively, far exceeding other manufacturing industries. The innovation of pharmaceutical research and development and medical equipment has promoted the research and development innovation of my country's pharmaceutical manufacturing industry, and it will also drive the market demand of one -time plastic consumables upstream.

The huge population foundation and rapid growth of life science services are driven. According to Shuohua Life Prospectus, the size of the consumables in my country's biological laboratory in 2018 was 23.126 billion yuan, accounting for about 10%of the world. Based on my country's huge population base and research projects in domestic pharmaceutical and diagnostic fields, the market demand for laboratory consumables will also increase. It is expected that the average annual growth rate of compound annual growth in 2019-2023 will reach 20%. The Chinese market has gradually become an emerging market for life science experimental consumables.

The domestic market has become more and more demand for domestic alternatives of high -end consumables for life sciences. After more than ten years of capacity accumulation, some of my country's leading consumable suppliers can be divided into autumn colors in terms of production technology and product quality. Although there is still a lot of room for growth in production scale and brand influence, the market share of domestic brands is also slowly raising. According to the Jeut Biological Prospectus data, from 2016 to 2018, the localization rate of biological experimental consumables increased slightly from 4.8%to 5.5%. And according to the Xinshijie data mentioned earlier, the localization rate of one -time plastic consumables in the biological laboratory in 2020 reached 8.5%. It is believed that as domestic enterprises continue to refine their research and development and production capacity and gradually improve brand and sales channels, the market share of domestic brands will be further improved.

The IVD field ushered in collection, and experimental consumables counterattacked. The state vigorously promotes the collection of consumables, and the price of some consumables is cut off. Domestic experimental consumables can stand out with the "price advantage". For example, the person in charge of Yatong Biological Strategy Li Jilong, for example, the unit price of an imported brand is 2-3 yuan. The entire experimental process may require 4 or 5 roots. The overall settlement is settled, and the detection cost is high. After the domesticization, the cost has been greatly reduced. The price of a pump may be one -eighth, or even one tenth of the original. With the continuous innovation of domestic enterprises, the continuous improvement of the fully automated production line, ensuring quality to ensure quality. Based on the better and better cost control, the price has been going down.

In addition, there is the demand for high -end consumables in laboratory automation and digitalization, the risk research and development and procurement of vaccines brought about by the normalization of the epidemic, and inspection and testing in the short term, as well as the restrictions on international logistics caused by the epidemic. Scientific research and production of normal operations have brought promotion effects. The life cycle of a product is from forming to rapid growth to maturity. The same is true of the industry. At present, disposable plastic consumables are in the stage of rapid growth.

Domestic replacement is difficult, difficult to be in technology, brand, sales, and channels

Behind 8.5%of the domestic rate is the grief of domestic companies that have taken root in the industry for more than ten years, and it is also the strong defending of international giants for market leadership.

First of all, international giants have an early and deeper layout, and their comprehensive strength is powerful. International giants such as Simmer, Corning, and VWR entered the Chinese market earlier. With outstanding product performance and types, brand influence and sales, channel networks, etc., they have formed a complete industry from upstream raw materials to downstream industrialization applications Chain competition advantage. From the perspective of the use habits of end users, the laboratory consumables are led by the whole body, which also increases difficulties for domestic replacement. Secondly, domestic brands still need greater investment in the overall competitiveness improvement. The domestic biological laboratory consumables are starting late, and there is still a large gap in experience, technology, product richness, and production experience, and they are still in a period of rapid catch -up.

Through industry understanding and interviews with industry people, the arterial network summarizes that domestic alternatives are difficult, and it is mainly difficult to be in terms of technology, sales, brands, and funds.

■ Raw materials, molds and processing processes have become the key to restricting domestic enterprises quality control:

Technically, disposable plastic consumables are mainly supported by polymer materials. Therefore, the modification and processing technology of polymer materials are the key technologies of the industry.

Polymer material modification technology allows disposable plastic consumables to have certain specific performance in different application scenarios. For example, cell culture plates/dishes/bottles and other utensils are used as space and reproductive surfaces of cell growth and reproduction, and they need to meet the special needs of different types of cells on the surface of growth; , Patin pipes, etc. have strong hydrophobic properties to avoid liquid residues, ensure accurate suction, reduce experimental costs, etc.; Centrifugal equipment requires super strong toughness Essence

Quan Xinquan, a brand leader, Geng Xinrui, said that disposable plastic consumables have higher requirements for raw materials, but because my country's industrialization starts late, the basic industry and developed countries still have a large gap. The biological laboratory disposable plastic plastics at one time Polymer raw materials such as consumables and medical devices, such as Begamma polypropylene materials, filter membranes and other serious dependence on imports.

In fact, starting from the second half of 2020, the shortage of key raw materials consumables is very prominent. The epidemic has stirred the stability of the global biopharmaceutical supply chain, and the shortage of key material consumables has become a common phenomenon, especially the key raw material consumables such as virus filters, chromatography, and disposable consumables.

The processing technology of polymer materials is mainly reflected in the design, operation and maintenance of equipment and molds. For example, domestic molds have been regarded as alignment of imported products in terms of precision, but there are still problems in the processing efficiency and maintenance of maintenance; injection molding technology, crowded squeeze The precision of the output and blow molding molding process determines the product quality and production efficiency of the production link, but my country's core injection molding equipment needs to rely on imports.

At the same time, consumable manufacturers sometimes need customized services based on customer production technology, which requires manufacturers to continue to upgrade and update related equipment and improve product competitiveness based on the core key craftsmanship. However, the quality of domestic consumables is uneven, and stability and reliability need to be considered.

■ Brand value is also an important soft power that domestic enterprises need to enhance:

Disposable plastic consumables are also an industry that pays great attention to brand effects. Laboratory consumables are widely used in high -cost industries such as molecular biology, and the fault tolerance rate is low. Therefore, end customers who have high requirements such as consumables and quality stability, in order to ensure the smooth progress of experiments or R & D projects, tend to choose international brand products with strong comprehensive strength and high reputation.

Li Jilong, the person in charge of Yatong Biological Strategy, said that imported brands have been deeply cultivated in the market for many years. my country's laboratory consumable end users have formed a relatively stable cooperative relationship in the process of long -term use of international brands. It is difficult for domestic brands to enter the supply system of domestic terminal users. And the establishment of a brand, on the one hand, requires the enterprise to invest a lot of capital upgrade technology and improve the product system, on the other hand, it needs long -term cooperation accumulation. Yatong Bios inspirational has become the leading brand of domestic laboratory consumables. Combining the rich overseas resources of the team, it is also actively expanding overseas business and continuously increasing its brand awareness.

■ Quick and perfect channel services are an indispensable element for domestic enterprises:

Disposable plastic consumable terminal applications involve customers in different fields such as universities, scientific research institutions, and pharmaceutical companies. The number of customers is large and decentralized. "Therefore, many consumer manufacturers need to follow channel merchants and agents. There are many aspects such as regional protection and regional management. It is not possible to build in a short time. "Quan Xinquan said, Geng Xinrui, the person in charge of the brand.

Powerful sales channels can help enterprises discover the customer's needs in a timely manner, provide guarantee for the timeliness of product, and support after -sales service. It is an important factor for enterprises in the industry to recognize enterprises. However, the layout of the sales channel requires a large amount of funds for long -term investment and the background support of the professional management and operation team. The new enterprises that enter the industry are subject to factors such as capital, professional management and operation experience, and product maturity. And service channel.

The arterial network also learned through the interview that many Know-HOWs will also involve the production process of disposable plastic consumables. Laboratory consumable companies need to have a deep understanding of the application scenarios, work flow and business needs of life sciences and related industries. In order to accumulate experience, we can design and develop products that meet customer needs to ensure customer experimental effects and detection efficiency. At present, the lack of people with both theoretical knowledge and practical experience also restricts the development of domestic enterprises. In addition, all aspects of the research and development, production, and sales of disposable plastic consumables require strong financial support. In summary, technical level, brand influence, sales channels, industry experience, etc. are important factors for one -time plastic consumables to achieve long -term development, and it is also the key to building core competition barriers.

The local leader has gradually risen, and domestic powers are ready to go

In the domestic disposable plastic consumable market, imported brands account for more than 90%of the market share. Where there is a monopoly, there is a local brand that is growing. Domestic alternatives have always been the main theme in the development of medical device. In the growth market of disposable plastic consumables, a number of innovative companies are also sprouting.

In addition to the listing of Changhong Technology, Jeter Bio, Titan Technology, and Gongdong Medical, a group of innovative companies who are preparing to go public, and a group of innovative companies have begun to emerge. It should be noted that the following corporate products are not limited to disposable plastic consumables.

Data is based on arterial network and public information (if there are omissions, please contact the arterial network)

In terms of industrial distribution, laboratory consumable production enterprises are mainly concentrated in the Yangtze River Delta and the Pearl River Delta. Most enterprises have small production scale, rough production technology, poor independent research and development capabilities, uneven product quality, and low industry concentration.

In the inquiry response of Jieter Biological Lisity, Jiete Bio disclosed the "comprehensive public industry information, and the number of manufacturers of manufacturers of cell culture products, filtering consumables, centrifugal tubes, pirate pipes, and leading products by analyzing The number of enterprises selling similar products with Jiete biology is 1439. After excluding traders, the number of companies producing similar products is about 318. "With other factors such as the new crown epidemic, this number will only be more.

As a digital supply chain platform, Quan Xinquan provides some thinking from the perspective of the supply chain. Quan Xinquan, a brand leader, Geng Xinrui said that the epidemic has spawned a large number of consumables factories with new crown testing as the main business. However, the new crown epidemic is an emergency public control. The income brought by the relevant consumables is occasional. After the epidemic is effectively controlled, the sales of virus detection of consumable manufacturers will decline significantly. In addition, the business focus of many consumables manufacturers is also concentrated in the production and sales of low -value consumables. The technical content is not high, lack of market competitiveness, and the homogeneous competition is obvious, and the internal consumption is serious.

Opportunities also exist at the same time. The highly decentralized market provides participants with sufficient growth and integration space. In the historical opportunities of global development and domestic alternatives, domestic high -quality disposable plastic consumables manufacturers are easier to stand out by relying on their comprehensive technical systems, strong products and renewal iteration capabilities, and comprehensive sales networks.

In general, the current domestic disposable plastic consumable market belongs to the early stage of development. Whether it is technical level, product technology, brand building, and sales channels, the process of establishing local brands is still very long. But as more and more people notice this market, domestic replacement momentum will be more enthusiastic.

The future path will not be more straightforward and flatter than the past, but local entrepreneurs will still move forward.

Thank you Quan Xinquan, Yatong Biological and many industry insiders.

*Reference links in this article

Jiete Biological prospectus

Shuohua Life Prospectus

"The Life Science Industry is prosperous or earns money or the upstream" Selling Water ""

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