中国药械“出海”迈入体系化新征途

Core Insights - The Chinese medical device and pharmaceutical industry is entering a new phase of "systematic going global," supported by national platforms and multi-dimensional corporate efforts [1] Policy Support - The "systematic going global" initiative is receiving unprecedented systematic support, with the issuance of the first "overseas drug price certification" in January 2026, facilitating the global pricing of Chinese pharmaceuticals [2] - A multi-layered market connection network is being established, with the National Healthcare Security Administration promoting differentiated development in regions like Guangxi, Xinjiang, Tianjin, and Ningbo to expand services to countries along the Belt and Road [2] - Multiple government departments, including the Ministry of Commerce and the National Medical Products Administration, are collaborating to reduce institutional costs and information barriers for companies going global [2] Industry Transformation - The export structure of China's medical device and pharmaceutical industry is shifting from low-value consumables to innovative products, with a significant increase in the value chain [3] - By 2025, the total value of China's innovative drug licensing transactions is expected to exceed $130 billion, with many innovative drug companies attracting interest from international giants [3] - Leading companies like United Imaging Healthcare and Mindray Medical are increasing their overseas revenue share, successfully entering high-end hospital markets in Europe and the U.S. [3] Strategic Recommendations - Companies need to solidify their innovation foundations by focusing on unmet clinical needs and building proprietary technology platforms in advanced fields like ADCs, bispecific antibodies, and gene therapy [4] - Utilizing capital tools for overseas strategic layout is essential, such as raising funds through targeted placements for overseas clinical research and acquisitions of quality overseas targets [4] - Implementing differentiated market strategies is crucial, with companies needing to adopt localized thinking in different markets, maximizing product value through partnerships in mature markets, and engaging in local production and health ecosystem development in emerging markets [4]