如何消灭一个高景气行业?英科医疗作出最经典的示范,每次遇到手套价格上行拐点,条件反射都是埋头疯狂扩张产能,直到把自己和对手都干趴。在一个寡头市场上,本来可以维持低产量、高价格和垄断利润的合作格局,但是中国厂家深陷囚徒困境,面对扩产激励无法自拔。GLP-1多肽原料药不会受到消费下行的影响,却难逃产能过剩的宿命。据海外及中国CDMO投产进度,以及原研药企诺和诺德及礼来高峰产能投放时间,全球GLP-1...
Source Link如何消灭一个高景气行业?英科医疗作出最经典的示范,每次遇到手套价格上行拐点,条件反射都是埋头疯狂扩张产能,直到把自己和对手都干趴。在一个寡头市场上,本来可以维持低产量、高价格和垄断利润的合作格局,但是中国厂家深陷囚徒困境,面对扩产激励无法自拔。GLP-1多肽原料药不会受到消费下行的影响,却难逃产能过剩的宿命。据海外及中国CDMO投产进度,以及原研药企诺和诺德及礼来高峰产能投放时间,全球GLP-1...
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