一、行业现状:规模扩张与结构转型的双重变奏产业链结构呈现显著分化特征。上游原料药领域,华海药业等企业通过川南原料药基地建设,实现生产成本降低,形成成本壁垒;中游制剂环节,恒瑞医药、石药集团等头部企业研发投入占比持续提升,推动创新药占比扩大。下游销售端,医药电商与DTP药房(直接面向患者药房)的崛起,正在重构药品流通体系。政策端持续释放改革红利。全链条支持创新药发展实施方案》的落地,将创新药审批时限...
Source Link一、行业现状:规模扩张与结构转型的双重变奏产业链结构呈现显著分化特征。上游原料药领域,华海药业等企业通过川南原料药基地建设,实现生产成本降低,形成成本壁垒;中游制剂环节,恒瑞医药、石药集团等头部企业研发投入占比持续提升,推动创新药占比扩大。下游销售端,医药电商与DTP药房(直接面向患者药房)的崛起,正在重构药品流通体系。政策端持续释放改革红利。全链条支持创新药发展实施方案》的落地,将创新药审批时限...
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