Core Insights - Shanghai's manufacturing output in the three leading industries grew by 8.5% year-on-year in the first three quarters of this year, outpacing the overall industrial output growth by 2.8 percentage points [1] - The pharmaceutical sector, particularly the export of medicines and raw materials, saw significant growth, with exports increasing by 21.5% and 40.7% respectively [1] Group 1: Industry Growth and Development - Shanghai has positioned its biopharmaceutical industry as a pillar industry, with plans to develop a world-class biopharmaceutical cluster by 2025, aiming for an industry scale exceeding 1 trillion yuan [2] - The biopharmaceutical industry in Shanghai has shown consistent growth, with the scale increasing from 761.71 billion yuan in 2021 to an expected 984.70 billion yuan in 2024, reflecting a compound annual growth rate of 8.94% [2] - The manufacturing output in the biopharmaceutical sector is projected to grow from 171.20 billion yuan in 2021 to 201.17 billion yuan in 2024, with a compound annual growth rate of 6.9% [2] Group 2: Enterprise and Investment Landscape - By the end of 2024, Shanghai is expected to have 2,183 biopharmaceutical enterprises, with significant presence from global industry leaders [3] - Shanghai has established a biopharmaceutical industry mother fund with a total scale of 22.5 billion yuan, which has completed the selection of 13 sub-funds, achieving a leverage effect of 5.59 times [3] - In the biopharmaceutical sector, Shanghai has seen cumulative financing of 238.37 billion yuan from 2021 to 2024, with 255.31 billion yuan raised in the first nine months of this year alone [3] Group 3: Market Expansion and Innovation - As of September 2025, there are 102 biopharmaceutical companies listed on A-shares, Hong Kong stocks, and US stocks, indicating a growing capital market presence [4] - Shanghai's biopharmaceutical sector has a strong innovation output, with 7 first-class innovative drugs and 15 third-class innovative medical devices approved in 2024, ranking second and first nationally respectively [6] - The city has produced several first-in-class and first-in-China innovative products, including a long-acting GLP-1 receptor agonist and a gene therapy drug for hemophilia B [10][11] Group 4: Future Directions and Focus Areas - The biopharmaceutical industry in Shanghai is expected to continue focusing on cutting-edge innovations, particularly in areas such as dual antibodies, ADCs, cell gene therapy, and AI applications in medicine [12] - The industry aims to support disruptive innovations and cultivate benchmark products in both pharmaceuticals and medical devices [12]
上海生物医药产业规模，突破万亿大关在即
3 6 Ke·2025-10-22 03:35