研判2025！中国创新药械行业政策、产业链、获批上市数量、市场规模及市场支付结构分析：批准上市数量创历史新高，市场持续扩容，商业险赔付占比小[图]

Core Insights - The innovative pharmaceutical and medical device market is a crucial part of China's healthcare industry, experiencing rapid growth despite its late development compared to developed economies [1][6] - By 2025, the number of approved innovative drugs reached 69, and innovative medical devices reached 73, marking a historical high in approvals [1][7] - The market size for innovative drugs and devices is projected to grow from 162 billion yuan in 2025 to 440 billion yuan by 2035, driven by demographic changes, clinical needs, and favorable policies [1][7] Group 1: Market Overview - The innovative drug and device market in China is expected to see significant growth, with projections of 2,186 billion yuan in 2026 and 4,102 billion yuan by 2030 [1][7] - The number of innovative drugs approved for market entry in 2024 is 48, while 65 innovative medical devices are expected to be approved [1][6] - The market is characterized by a high number of new drug approvals, with China ranking second globally in the number of drugs under development [1][6] Group 2: Payment Structure - In 2024, personal cash expenditure on innovative drugs and devices is estimated at 786 billion yuan, accounting for 49% of total spending, while insurance funds contribute approximately 710 billion yuan (44%) [7] - By 2035, it is anticipated that personal cash expenditure will decrease to 20%, while insurance fund contributions will rise to 36% [7] Group 3: Industry Chain - The innovative drug and device industry chain includes upstream components such as raw materials and research services, midstream research and manufacturing, and downstream distribution and application [8][9] - The government has been enhancing the policy framework to support the entire chain from research to application, facilitating faster approvals and market entry [9] Group 4: Future Outlook - The innovative drug and device industry in China is poised for opportunities due to ongoing national strategic support, the integration of new technologies like AI, and improved payment environments [11] - Challenges include insufficient global clinical capabilities and geopolitical factors affecting international expansion [11]