Policy Environment - The Chinese government has relaxed foreign investment restrictions in the fields of gene and cell therapy, allowing foreign-funded hospitals to be established in major cities [17][26][28] - Local governments in cities like Beijing, Shanghai, and Suzhou are implementing targeted subsidies and fast-track approval processes to support biotechnology development [17][38] Industry Innovation and Company Growth - Chinese life science companies are transitioning from generic drug production to innovative therapies, with firms like CanSino Biologics and BeiGene leading in CAR-T cell therapy and bispecific antibodies [18][40] - These companies are attracting international investment and partnerships, enhancing China's global standing in the life sciences sector [18][53] Real Estate Development and Regional Hubs - Innovation hubs such as Suzhou BioBay and Shanghai Zhangjiang Hi-Tech Park provide comprehensive support, including shared laboratories and GMP-compliant facilities [19][46] - Second-tier cities like Chengdu and Ningbo are emerging, expanding growth opportunities in the life sciences sector [19][46] Owner Perspective - Real estate developers are adapting to industry-specific needs through light-asset models and flexible leasing arrangements, with a focus on sustainability and compliance [20][21] - Demand is concentrated on GMP-certified laboratories and modular facilities, emphasizing location and sustainability certifications [21][22] Tenant Perspective - Life science tenants are localizing production and R&D, leveraging regional subsidies and investing in AI-driven innovation platforms [21][22] - There is a strong demand for GMP-certified labs and modular production facilities, with tenants prioritizing location advantages and sustainability certifications [21][22] Future Outlook - Growth opportunities are anticipated in AI-driven drug development, personalized medicine, and advanced therapies, supported by government policies [22][24] - The life sciences real estate sector is evolving from generic parks to specialized, digitally-enabled facilities with high compliance and flexibility [22][24]
2025年中国生命科学核心趋势洞察报告-戴德梁行
Sou Hu Cai Jing·2025-08-01 07:23