Nyob rau xyoo tas los no, kev lag luam tshuaj hauv Suav teb tau tsim kho sai heev, thiab kev tshawb fawb thiab kev txhim kho tshuaj tshiab tau dhau los ua qhov tseem ceeb ntawm kev txhim kho hauv tebchaws. Raws li ib ceg ntawm kev lag luam tshuaj, kev lag luam tshuaj nruab nrab kuj yog kev lag luam sab saud ntawm kev lag luam tshuaj. Xyoo 2018, qhov loj ntawm kev ua lag luam tau txog 2017B RMB, nrog rau qhov nruab nrab loj hlob ntawm 12.3%. Nrog rau kev txhim kho sai ntawm kev lag luam tshuaj, kev lag luam tshuaj nruab nrab muaj kev cia siab zoo. Txawm li cas los xij, kev lag luam tshuaj nruab nrab hauv Suav teb tab tom ntsib ntau yam teeb meem thiab tsis tau txais kev saib xyuas txaus thiab kev txhawb nqa txoj cai ntawm lub tebchaws. Los ntawm kev txheeb xyuas cov teeb meem uas muaj nyob hauv kev lag luam tshuaj nruab nrab hauv Suav teb thiab ua ke nrog kev tshuaj xyuas cov ntaub ntawv ntawm kev lag luam no, peb tau muab cov lus qhia tseem ceeb rau kev nthuav dav thiab txhawb nqa kev lag luam tshuaj nruab nrab.

Muaj plaub qhov teeb meem tseem ceeb hauv kev lag luam tshuaj intermediates hauv Suav teb:

1. Ua ib lub teb chaws xa tawm cov tshuaj intermediates loj, Tuam Tshoj thiab Is Nrias teb ua ke ntau dua 60% ntawm cov khoom siv tshuaj intermediates thoob ntiaj teb. Hauv cov txheej txheem ntawm kev tsim khoom intermediates tsiv mus rau Es Xias, Tuam Tshoj tau siv ntau cov tshuaj intermediates thiab apis vim yog tus nqi zog tsawg thiab cov khoom siv raw. Hais txog kev xa tawm thiab xa tawm cov intermediates, cov tshuaj intermediates hauv tsev feem ntau yog cov khoom qis, thaum cov khoom kim heev tseem nyob ntawm kev xa tawm. Daim duab hauv qab no qhia txog tus nqi xa tawm thiab xa tawm ntawm qee cov tshuaj intermediates hauv xyoo 2018. Tus nqi xa tawm qis dua tus nqi xa tawm. Vim tias qhov zoo ntawm peb cov khoom tsis zoo li cov teb chaws txawv teb chaws, qee lub tuam txhab tshuaj tseem xaiv xa cov khoom txawv teb chaws ntawm tus nqi siab.

Tau los ntawm: Tuam Tshoj Kev Lis Kev Cai

2. Is Nrias teb yog ib lub teb chaws sib tw loj hauv kev lag luam tshuaj intermediates thiab API ntawm Tuam Tshoj, thiab nws txoj kev sib raug zoo nrog cov teb chaws tsim kho hauv Tebchaws Europe thiab Amelikas muaj zog dua li Tuam Tshoj., raws li Is Nrias teb cov tshuaj intermediates txhua xyoo yog $ 18 lab, ntau dua 85% ntawm cov intermediates yog muab los ntawm Tuam Tshoj, nws cov nyiaj xa tawm tau txog $ 300 lab, cov teb chaws xa tawm tseem ceeb hauv Tebchaws Europe, Amelikas, Nyiv Pooj thiab lwm lub teb chaws tsim kho, xa tawm mus rau Tebchaws Meskas, Lub Tebchaws Yelemees, Ltalis, tus lej ntawm peb lub teb chaws suav txog 46.12% ntawm tag nrho cov khoom xa tawm, thaum qhov feem pua ​​​​​​tsuas yog 24.7% hauv Tuam Tshoj. Yog li ntawd, Thaum xa tawm ntau cov tshuaj intermediates pheej yig los ntawm Tuam Tshoj, Is Nrias teb muab cov tshuaj intermediates zoo dua rau cov teb chaws tsim kho hauv Tebchaws Europe thiab Amelikas ntawm tus nqi siab. Nyob rau xyoo tas los no, cov tuam txhab tshuaj Is Nrias teb tau maj mam nce qib kev tsim cov intermediates hauv theem kawg ntawm kev tshawb fawb thawj zaug, thiab lawv lub peev xwm tshawb fawb thiab kev tsim khoom zoo dua li Tuam Tshoj. Is Nrias teb txoj kev tshawb fawb thiab kev txhim kho hauv kev lag luam tshuaj zoo yog 1.8%, sib xws nrog Tebchaws Europe, thaum Tuam Tshoj yog 0.9%, feem ntau qis dua qib ntiaj teb. Vim tias Is Nrias teb cov khoom siv raw tshuaj zoo thiab kev tswj hwm system yog nyob rau hauv kab nrog Tebchaws Europe thiab Tebchaws Meskas, nws cov khoom zoo thiab kev nyab xeeb tau lees paub thoob plaws ntiaj teb, thiab nrog kev tsim khoom pheej yig thiab thev naus laus zis muaj zog, cov chaw tsim khoom Is Nrias teb feem ntau muaj peev xwm tau txais ntau daim ntawv cog lus tsim khoom sab nraud. Los ntawm kev koom tes ze nrog cov teb chaws tsim kho thiab cov tuam txhab thoob ntiaj teb, Is Nrias teb tau kos cov lus qhia los ntawm thiab nqus cov kev coj ua ntawm kev lag luam tshuaj hauv Tebchaws Meskas, tas li txhawb nqa nws cov lag luam kom txhawb nqa kev tshawb fawb thiab kev txhim kho, txhim kho cov txheej txheem npaj, thiab tsim ib lub voj voog zoo ntawm cov saw hlau kev lag luam. Hauv kev sib piv, vim tias tus nqi ntxiv qis ntawm cov khoom thiab tsis muaj kev paub dhau los hauv kev nkag siab txog kev lag luam thoob ntiaj teb, Tuam Tshoj txoj kev lag luam tshuaj nruab nrab nyuaj rau tsim kev sib raug zoo ntev thiab ruaj khov nrog cov tuam txhab thoob ntiaj teb, uas ua rau tsis muaj kev txhawb siab rau kev txhim kho R&D.

Txawm hais tias cov lag luam tshuaj thiab tshuaj lom neeg hauv Suav teb tab tom ua kom muaj kev tshawb fawb tshiab thiab kev txhim kho, kev tshawb fawb thiab kev txhim kho ntawm cov tshuaj nruab nrab raug tso tseg. Vim yog qhov hloov kho sai ntawm cov khoom nruab nrab, cov tuam txhab lag luam yuav tsum tsim kho thiab txhim kho cov khoom tshiab kom ua raws li kev nce qib ntawm kev tshawb fawb tshiab thiab kev txhim kho hauv kev lag luam tshuaj. Nyob rau xyoo tas los no, thaum kev siv cov cai tiv thaiv ib puag ncig tau nce ntxiv, qhov kev nyuaj siab rau cov tuam txhab tsim khoom los tsim cov chaw kho mob tiv thaiv ib puag ncig tau nce ntxiv. Cov khoom tsim tawm nruab nrab hauv xyoo 2017 thiab 2018 tau txo qis 10.9% thiab 20.25%, feem, piv rau xyoo dhau los. Yog li ntawd, cov tuam txhab lag luam yuav tsum nce tus nqi ntxiv ntawm cov khoom thiab maj mam paub txog kev koom ua ke hauv kev lag luam.

3. Cov tshuaj intermediates tseem ceeb hauv Suav teb feem ntau yog cov tshuaj tua kab mob intermediates thiab cov vitamin intermediates. Raws li pom hauv daim duab hauv qab no, cov tshuaj tua kab mob intermediates suav txog ntau dua 80% ntawm cov tshuaj intermediates tseem ceeb hauv Suav teb. Ntawm cov intermediates uas muaj ntau dua 1,000 tons, 55.9% yog cov tshuaj tua kab mob, 24.2% yog cov vitamin intermediates, thiab 10% yog cov tshuaj tua kab mob thiab cov tshuaj metabolic intermediates. Kev tsim lwm hom tshuaj tua kab mob, xws li cov intermediates rau cov tshuaj cardiovascular system thiab cov intermediates rau cov tshuaj anticancer thiab antiviral, qis dua heev. Raws li Tuam Tshoj txoj kev lag luam tshuaj tshiab tseem nyob rau theem kev txhim kho, muaj qhov sib txawv pom tseeb ntawm kev tshawb fawb thiab kev tsim cov tshuaj tiv thaiv kab mob qog thiab cov tshuaj tiv thaiv kab mob thiab cov teb chaws tsim kho, yog li nws nyuaj rau tsav kev tsim cov tshuaj intermediates upstream los ntawm downstream. Yuav kom hloov kho rau kev txhim kho ntawm qib tshuaj thoob ntiaj teb thiab kev hloov kho ntawm cov kab mob spectrum, kev lag luam tshuaj intermediates yuav tsum txhawb kev tshawb fawb, kev txhim kho thiab kev tsim cov tshuaj intermediates.

Cov ntaub ntawv los ntawm: Tuam Tshoj Tshuaj Lom Zem Kev Lag Luam Association

4. Cov tuam txhab tsim tshuaj intermediates hauv Suav teb feem ntau yog cov tuam txhab ntiag tug uas muaj peev txheej me me, feem ntau yog nruab nrab ntawm 7 lab thiab 20 lab, thiab tus lej ntawm cov neeg ua haujlwm tsawg dua 100. Vim tias cov txiaj ntsig ntawm cov tshuaj intermediates ntau dua li cov khoom siv tshuaj, ntau thiab ntau lub tuam txhab tshuaj koom nrog kev tsim cov tshuaj intermediates, uas ua rau muaj kev sib tw tsis sib haum xeeb hauv kev lag luam no, kev sib sau ua ke ntawm cov tuam txhab tsawg, kev faib cov peev txheej tsawg thiab kev tsim kho dua tshiab. Tib lub sijhawm, kev siv txoj cai yuav tshuaj hauv tebchaws ua rau cov tuam txhab yuav tsum txo cov nqi tsim khoom thiab pauv tus nqi los ntawm qhov ntim. Cov chaw tsim khoom siv raw tsis tuaj yeem tsim cov khoom muaj nqis ntxiv siab, thiab muaj qhov xwm txheej tsis zoo ntawm kev sib tw nqi.

Vim yog cov teeb meem saum toj no, peb xav kom kev lag luam tshuaj intermediates ua si tag nrho rau Tuam Tshoj qhov zoo xws li kev tsim khoom zoo heev thiab tus nqi tsim khoom qis, thiab nce kev xa tawm cov tshuaj intermediates kom nyob hauv kev lag luam ntawm cov teb chaws tsim kho txawm tias muaj qhov xwm txheej tsis zoo ntawm qhov xwm txheej sib kis thoob ntiaj teb. Tib lub sijhawm, lub xeev yuav tsum muab qhov tseem ceeb rau kev tshawb fawb thiab kev txhim kho lub peev xwm ntawm cov tshuaj intermediates, thiab txhawb kom cov tuam txhab txuas ntxiv cov saw hlau kev lag luam thiab hloov kho kom zoo rau CDMO tus qauv uas siv thev naus laus zis ntau thiab peev nyiaj ntau. Kev txhim kho kev lag luam tshuaj intermediates yuav tsum tsav los ntawm kev thov hauv qab, thiab tus nqi ntxiv thiab lub zog sib tham ntawm cov khoom yuav tsum tau txhim kho los ntawm kev nyob hauv kev lag luam ntawm cov teb chaws tsim kho, txhim kho lawv tus kheej kev tshawb fawb thiab kev txhim kho thiab txhawb kom muaj kev sim khoom zoo. Txoj hauv kev los txuas ntxiv cov saw hlau kev lag luam sab saud thiab sab saud tsis tsuas yog txhim kho qhov txiaj ntsig ntawm cov tuam txhab, tab sis kuj tsim cov tuam txhab nruab nrab raws li tus kheej. Qhov kev txav no tuaj yeem khi cov khoom tsim tawm tob, txhim kho kev sib txuas ntawm cov neeg siv khoom, thiab cog kev sib raug zoo mus sij hawm ntev. Cov tuam txhab yuav tau txais txiaj ntsig los ntawm kev loj hlob sai ntawm kev thov hauv qab thiab tsim ib lub kaw lus tsim khoom tsav los ntawm kev thov thiab KEV TSHAWB FAWB thiab kev txhim kho.