Key investment points
The revitalization and development of Chinese traditional medicine ushers in a period of opportunity
The innovation of traditional Chinese medicine has entered the deep water area, and the revitalization and development of traditional Chinese medicine has been accelerating. Since 2021, the development speed of China's traditional Chinese medicine industry has increased significantly. First, on the policy side, Guoyu has intensively issued many heavy documents, and its support for traditional Chinese medicine has been significantly accelerated; The second thing is still the performance side, the price of traditional Chinese medicine has increased significantly, and the profits of the sector have increased significantly; Third, it is still innovative. The tide of innovation in traditional Chinese medicine is running fast, and the number of innovative traditional Chinese medicine is at a new high. In this regard, one belt, one road, Southern China, China, is a new international window for the Chinese medicine industry. It should grasp the opportunity to revitalize the development of Chinese medicine and realize the leap forward development of the industrial park with the spirit of "ten years of grinding and sword".
Research on Industrial Cluster Development: international and Chinese biomedical industry cluster development experience and reference
Globally:
The United States is the most advanced country in the development of biomedicine in the world, and has established intergenerational advantages in the world. The U.S. biomedical industry is mainly concentrated in Boston, San Francisco, Washington state, North Carolina Research Park and San Diego, covering nine biomedical clusters. The high combination of industry, University and research provides sufficient talent guarantee for industrial clusters, perfect venture capital institutions provide financial guarantee for industrial clusters, and the successful commercialization of leading enterprises has attracted a large number of innovative enterprises to land and form a relatively complete industrial chain.
Focus on China:
(1) Guangzhou has formed a "three center and multi region" with "two cities and one island" as the core, and the coordinated development of characteristic parks such as health care center, international health industry city and international medical port Pattern. It has the characteristic advantages of stem cell non regenerative medicine, in vitro diagnostic products and testing services, marine biology, etc., and cultivates an industrial system with great potential in biopharmaceutical, biomedical materials, precision medicine, etc. In recent years, Guangzhou's biomedical industry has maintained an average annual growth rate of 10%, and the scale of Guangzhou's biomedical industry is expected to exceed 180 billion yuan in 2022.
(2) Jinwan District, high tech Zone, Hengqin new area and other districts of Zhuhai have developed in a staggered manner, highlighting the characteristics, and creating a biomedical characteristic industrial park with significant economies of scale, obvious characteristics, relatively complete industrial chain and outstanding innovation ability. Zhuhai biomedical industrial cluster has obvious advantages and has initially become a collection of production enterprises, R & D centers, universities, business incubators and distributors An industrial cluster of "production, learning, research, marketing and service" integrating enterprises and service enterprises.
(3) Beijing has basically formed a "one north and one south" industrial agglomeration area for basic R & D in the north and high-end manufacturing in the south. Changping District and Haidian District are mainly arranged in the north, and Dagong district and Beijing Economic and Technological Development Zone are mainly arranged in the south. It is striving to realize an operating revenue of 1 trillion yuan for the pharmaceutical and health industry by 2025, including 400 billion yuan for the pharmaceutical manufacturing industry.
(4) Shanghai has formed a "1 + 5 + X" industrial development layout with Zhangjiang as the core, Lingang New Area and other five characteristic parks as the support, supplemented by other characteristic bases, "Zhangjiang R & D + made in Shanghai" The linkage development pattern has been continuously optimized. In the future, Shanghai will focus on supporting the development of innovative drugs, high-end medical devices, advanced biomedical equipment and materials, and new service outsourcing. In 2020, the scale of Shanghai's biomedical industry will exceed 600 billion yuan, of which the total industrial output value will exceed 140 billion yuan.
Background:
In April 2011, the first implementation project of Guangdong Macao cooperation in the Guangdong Macao cooperation framework agreement - Guangdong Macao cooperative traditional Chinese medicine science and Technology Industrial Park landed in Hengqin, creating an international platform for the "going global" of traditional Chinese medicine industry. After ten years of development, the Guangdong Macao cooperative traditional Chinese medicine science and Technology Industrial Park has formed a perfect industrial chain integrating public service platform, scientific and technological R & D innovation cluster and industry incubation platform.
Location height:
One belt, one road, 500 thousand hectares, and a total development area of about 1 million 400 thousand square meters, is located in Hengqin, Guangdong and Macao. The core of the international quality control center for Chinese medicine and the international health industry exchange platform is to build an integrated international platform for the Chinese medicine industry. Promote the internationalization of traditional Chinese medicine and the development of large health industry.
Policy orientation:
In recent years, the state has strongly supported the development of traditional Chinese medicine and released its vitality and potential for the innovation of traditional Chinese medicine. In February 2019, the CPC Central Committee and the State Council issued the outline of the development plan of Guangdong Hong Kong Macao Dawan District, which proposed that the construction of Dawan district is a new attempt to fully open up the new pattern in the new era, supported the construction of major innovation carriers such as Hengqin Guangdong Macao cooperative traditional Chinese medicine science and Technology Industrial Park, and put forward new requirements for the construction of Hengqin Guangdong Macao cooperative traditional Chinese medicine science and Technology Industrial Park. We believe that one belt, one road, is the Southern China international cooperation zone for Chinese medicine science and Technology Industrial Park. We should seize the opportunity to revitalize and develop the Chinese medicine industry and realize the leap forward development of the industrial park with the spirit of "ten years of grinding and sword".
Development strategy:
In terms of development strategy, Guangdong Macao cooperative traditional Chinese Medicine Industrial Park focuses on three directions, including innovative R & D of traditional Chinese medicine
Internationalization of traditional Chinese medicine and great health industry. In terms of innovation and R & D of traditional Chinese medicine, Guangdong Macao cooperative traditional Chinese medicine industrial park promotes the agglomeration of innovation and R & D industries of traditional Chinese medicine by focusing on building an industrialized public service platform that meets the certification standards of China and the EU; In promoting the internationalization of traditional Chinese medicine, relying on the established cooperation platform and cooperation resources, carry out international registration, import and export trade and other businesses; In the planning and construction of large-scale health industry, through the development of key projects such as health care and traditional Chinese medicine culture exhibition, promote the international promotion and dissemination of traditional Chinese medicine culture and technology, and gradually form a "health industry non-cultural promotion cluster".
Policy recommendations:
However, compared with China's and international biomedical industry clusters, Guangdong Macao cooperative traditional Chinese medicine science and Technology Industrial Park still needs to be strengthened in the construction of innovation platform, talent cultivation and introduction level, and needs to break the situation from the perspectives of industry, market, talent, platform and innovation cooperation. In this regard, we believe that Hengqin new area should focus on advantageous industries, expand the international market, accelerate talent cultivation, improve the coordination mechanism, and promote the quality improvement and upgrading of Guangdong Macao cooperative traditional Chinese medicine science and Technology Industrial Park.
Risk statement
R & D is less than expected and market competition intensifies
