China Pharma Sector Poised to Benefit From New Five-Year Plan -- Market Talk

Dow Jones

2025/10/29

0522 GMT - China's pharmaceutical industry is set to gain from Beijing's new five-year plan, which emphasizes innovation-driven growth and technological self-reliance, says BMI, a unit of Fitch Solutions. It expects the sector to accelerate innovation in high-value segments, while continuing regulatory reforms strengthen China's global competitiveness. "China-based drugmakers stand to benefit from faster approvals and clearer compliance pathways," BMI says in a note. It expects global drugmakers to increasingly enter licensing agreements with Chinese pharmaceutical companies, reflecting confidence in the market's advanced R&D capabilities and their demand for new drug assets. BMI projects China's pharmaceutical market to grow robustly through 2034, reaching $344 billion in value with a 5.6% CAGR in dollar terms. (jason.chau@wsj.com)

(END) Dow Jones Newswires

October 29, 2025 01:22 ET (05:22 GMT)

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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4007":"制药","CPHI":"惠普森医药"},"translate_title":"中国制药行业有望受益于新五年计划——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CPHI":1.5},"content_text":"0522 GMT - China's pharmaceutical industry is set to gain from Beijing's new five-year plan, which emphasizes innovation-driven growth and technological self-reliance, says BMI, a unit of Fitch Solutions. It expects the sector to accelerate innovation in high-value segments, while continuing regulatory reforms strengthen China's global competitiveness. \"China-based drugmakers stand to benefit from faster approvals and clearer compliance pathways,\" BMI says in a note. It expects global drugmakers to increasingly enter licensing agreements with Chinese pharmaceutical companies, reflecting confidence in the market's advanced R&D capabilities and their demand for new drug assets. 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