In the first quarter of this year, the world economy continued to recover, the global pharmaceutical trade heated up, the domestic pharmaceutical market developed rapidly, and the import demand of middle and high-end pharmaceutical products increased significantly. China's pharmaceutical trade achieved a rapid growth in stages. The import and export volume of pharmaceutical foreign trade reached 16.224 billion US dollars, an increase of 41.07% over the same period of last year. Among them, the export was US $10.119 billion, with a year-on-year increase of 38.13%, and the import of US $6.105 billion The growth rate of import and export was better than expected.
At present, the competitive advantage of China's medium and low-end pharmaceutical products is still relatively obvious, and it is further strengthened in the process of global pharmaceutical industry transferring to developing countries. In addition, China's pharmaceutical market has achieved remarkable results, and its export to emerging pharmaceutical markets is developing rapidly, which further expands the export market space of China's original advantageous pharmaceutical products.
1、 API products ushered in a new stage of growth, the market growth of developed countries was stable, and the emerging pharmaceutical market was developing rapidly
The expansion of global generic drug market demand and industrial transfer provide opportunities and space for China's API to further expand the international market. In the first quarter, China's API exports reached 5.363 billion US dollars, a year-on-year increase of 31.31%, realizing the largest quarterly year-on-year growth of API exports since the financial crisis. In terms of market, exports to developed markets such as the European Union, the United States and Japan rose steadily, with exports of US $1.414 billion, US $683 million and US $311 million respectively, with growth rates of 26.31%, 12.82% and 3.23% respectively, with an overall growth rate of 19.13% for the above three markets. Exports to India, ASEAN, Brazil and other major emerging pharmaceutical markets were US $778 million, US $503 million and US $158 million respectively, with a year-on-year increase of 39.15%, 45.64% and 55.82%, respectively. The proportion of the above three regions in the export increased from 24.69% to 26.9%. The trade regions of emerging pharmaceutical markets have increasingly driven the export of API, becoming the regional market with the most development potential. At the same time, the statistical data show that the growth of the overall export volume of API in the first quarter was mainly driven by the export volume, with the export volume increasing by 39.53% and the export price falling by 5.89%, which further indicates that the domestic fierce market competition pattern has not changed, and the phenomenon of export price reduction is prominent. In terms of main varieties, the export growth of traditional bulk commodities was sluggish. The export volume of 10 key products such as heparin sodium, vitamin C, vitamin E and penicillin industrial salt increased by 7.23%, while the export price decreased by 16.51% and the export volume decreased by 10.48%. Basically, there was a serious homogenization competition situation. On the other hand, the export of some raw materials such as macrolide antibiotics, hormones, chloramphenicol and tetracycline raw materials improved significantly, and the export prices increased. The average prices increased by 30.39%, 19.84%, 31.24% and 40.05% respectively, and the export volume increased by 100.35%, 23.69%, 60.72% and 37.1% respectively.
2、 The export of high-end pharmaceutical products is differentiated, the growth rate of preparation export is decreased, and the export situation of medical equipment is optimistic
In the first quarter, the export of high-end pharmaceutical products represented by western medicine preparations and medical equipment was differentiated. Driven by the strong export of AstraZeneca Pharmaceutical Co., Ltd., the export of Western medicine preparations increased by 23.71% in the first quarter. The growth rate of exports decreased compared with the same period last year. AstraZeneca Pharmaceutical Co., Ltd., one of the three foreign-funded enterprises, made use of the strength of China's API industry to transfer its preparation production to China. In the first quarter, it exported 73.5 million U.S. dollars of new preparations, most of which were exported to Australia, which quickly ranked first in the export of Western pharmaceutical preparations, and became the main driving force for the growth of preparation export in the first quarter, In the first quarter, the export of pharmaceutical preparations increased slightly by 2%, nearly 1 / 3 lower than that of the same period last year. The export of preparations from state-owned and private enterprises still focuses on Asian, African and South American markets, with less developed markets accounting for 80% of the total exports. Due to the high threshold for entry into the high-end market, the strength of new drug research and development of enterprises is weak, the products with independent intellectual property rights are few, and the innovation ability of generic drugs is also insufficient. It is difficult to effectively open the mainstream market in Europe and the United States due to the large number of low-end products. The future development is still uncertain.
The export of medical equipment showed a strong growth, with us $1.423 billion in the first quarter, a year-on-year increase of 52.82%, accounting for 44.07% of the export of medical devices. The export volume of high-end diagnostic equipment and X-ray diagnostic equipment increased by 54.90% on average. On the other hand, the export volume of X-ray diagnostic equipment and other high-end diagnostic equipment increased by 54.90%. On the other hand, the export volume of high-end diagnostic equipment increased by 54.90%, which was mainly driven by the export volume of high-end MRI equipment In order to achieve rapid growth, the export to the EU, the United States and Japan increased by 48.25%, 28.82% and 49.38% respectively, while those to ASEAN, the Middle East, Africa, India and Russia increased by 68.21%, 97.03%, 92.43%, 104.11% and 140.93% respectively. The recognition of China's medical equipment in the global market is gradually increasing. In addition, the original three foreign funded products have a leading position in the export of medical equipment In the first quarter, the proportion of foreign funded enterprises in the export of medical equipment decreased from 73.66% in the same period to 63.93%, and the proportion of state-owned private enterprises increased by nearly 10 percentage points to 35.98%, especially the export growth of private enterprises reached 134.94%. However, low concentration and small export scale are still the main problems faced by state-owned and private enterprises.
3、 The export prices of traditional medical dressings and disposable consumables increased significantly due to the rise of raw material prices
In the first quarter, China's exports of traditional medical dressings and disposable consumables increased by 103.58% respectively