Talking with data: Ji Cai's influence on the development of industrial development?

The purchase of volume procurement has prompted the reasonable return of drug prices, and the masses have benefited significantly. But there are also sound feedback that affects the sustainable development of the industry. What is the fact? Objective analysis is required.

We selected 20%of the top five batches of 218 medicines for the national organization of the national organization through system sampling, including Attinelin, clopidogrene and other commonly used medicines. The market size of more than 40 varieties in 2018 was 95 billion yuan, accounting for 18%of the total western medicine procurement, involving more than 600 enterprises, and has good representativeness. The analysis results are as follows.

High -quality drugs have become the mainstream of the market. The imitation drugs through consistency evaluation plus the patent period of the patent period DDDS market share accounted for from 65.6%in 2018 to 84.3%in 2021, of which the appraisal drugs increased from 33%to 53.7%. From 32.6%to 30.5%, collection and guidance of high -quality drugs have become the mainstream of the market.

Figure 1 Episode 1 Variety Overwriting Plus Plus Pharmaceutical Research, Non -Overpowed Pharmaceutical Dosage Trends

The quality level of the collection of varieties is improved. Not only chemotherapy, insulin, as the first type of biopharmaceuticals of the national collection, more patients use three generations of insulin analogs with better effects. High -value consumables also show the same situation, occupying more than 30%of the stainless steel brackets in the original market, all of which are replaced by alloy brackets; Tao's polyethylene -knee ordinary polyethylene pads are replaced by high -tech pads. The volume purchase is rapid and effective to improve the quality level of the relevant products.

The collection of medicines can be enhanced. During the collection of the collection agreement, the actual actual purchase volume of the drug is more than twice the agreed purchase volume, and some varieties exceed five or even ten times, reflecting the increase in the price of drugs after the price reduction. Drugs.

The market concentration continues to optimize. The concentration of the collection of the drug market is significantly optimized. The CR8 (the total market share of the top 8 companies in the clinical dosage of the drug) increased from 36.5%in 2018 to 48.4%in 2021, and the CR4 increased from 23.9%to 32.2%, indicating the set of sets, indicating the set of sets The drug industry has begun to enter the widow -shaped pattern from a full competitive pattern, forming a scale development effect of the generic drug industry.

Figure 2 2018-2021 The concentration of concentration of the variety industry industry

Low -end backward products are gradually clearing. After the collection, the proportion of non -appraisal products declined year by year, from 34.4%in 2018 to 15.7%in 2021. For example, the Hypertensive Moba Tastein, the proportion of non -overpaying drugs has decreased from 50.4%in 2018 to 3.2%in 2021, tending to clear the market. The policy expectations of supply -side reform were initially reached.

The market share of the selected companies has increased significantly. The proportion of selected enterprises in Jizhi rose from 24%in 2018 to 60%in 2021. Most of the selected companies have benefited significantly. For example, Peime Quzhe, Sichuan Huiyu, the sales volume of single drugs increased from 26,000 in 2018 to 1.33 million in 2021. Sales soared from 30 million yuan in 2018 to 2021 1.45 billion, sales increased by 50 times, and the sales amount increased by 48 times. Huiyu Pharmaceutical was also listed on the science and technology board in 2021, becoming the first listed company in Neijiang City, Sichuan Province.

The operating income of the selected enterprises has steadily increased. Despite the impact of the new crown epidemic, the revenue of the selection of corporate selection in the collection has remained increasing. We focus on the 10 listed pharmaceutical companies including Hengrui and Shi Ya, including Hengrui and Stone Medicine. The total operating income increased from 107.2 billion yuan in 2018 to 136.5 billion yuan in 2021, with an average annual compound growth rate of 8.4%.

R & D expenditures in the selected enterprises have continued to rise. The 10 listed pharmaceutical companies with the most selected varieties in the collection increased from 9.5 billion in 2018 to 18.9 billion in 2021, with an average annual compound growth rate of 25.6%. The average proportion of R & D expenditure of 10 companies increased from 8.5%to 12.3%, and the enthusiasm of industrial innovation and upgrading increased.

Figure 3 The proportion of the 10 listed pharmaceutical companies in the selected varieties in Figure 3 changes

The third -party evaluation of the pharmaceutical industry is expected in the future. First, the development index of China's pharmaceutical industry issued by the Xikang Technology of the Xipu Association, the second is the development index of the Chinese biomedical industry jointly released by the China Macroeconomic Research Institute, the Chinese Biological Engineering Society, and Huoshi Consultation. The development situation continues to improve.

Figure 4 Third -party pharmaceutical industry development index

Generally speaking, the procurement of volume has improved the ecological environment of the pharmaceutical industry, promoted the formation of a new pattern of the quality of the quality of the variety, the enhancement of medication and the enhancement of the use of medication, the development of the industry's scale, and the driver of enterprise innovation research and development, and prompted the high -quality development of my country's pharmaceutical industry.

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