2024年中国医疗大健康产业发展白皮书

Industry Overview - The Chinese medical and healthcare industry is undergoing unprecedented transformation driven by national policy support, technological innovation, expanding market demand, and globalization strategies [2] - The industry benefits from China's aging population, rising health awareness, and government efforts to optimize the healthcare system and chronic disease management [3] - Key sectors include biopharmaceuticals, cell and gene therapy, AI healthcare, and traditional Chinese medicine, each experiencing rapid growth and innovation [4][5][6][7] Biopharmaceuticals - The biopharmaceutical sector is transitioning from imitation to independent innovation, with policies and international cooperation enhancing global competitiveness [4] - The market size of China's biopharmaceutical industry grew from 262.2 billion yuan in 2018 to 421 billion yuan in 2022, with a projected CAGR of 13.9% from 2023 to 2028 [74] - Antibody drugs and human vaccines are leading sub-sectors, driven by clinical demand and policy focus on cancer and autoimmune disease prevention [75] Cell and Gene Therapy - Cell and gene therapy is emerging as a disruptive innovation in the medical field, with China narrowing the gap with international leaders through technological advancements and policy support [5] - The sector is expected to become a significant growth driver for China's pharmaceutical industry, with applications expanding in cancer immunotherapy and other areas [10] AI Healthcare - AI healthcare is driving the intelligent and digital transformation of medical services in China, with accelerated product approvals and deeper integration into daily诊疗场景 [6] - AI applications in medical imaging, drug development, and diagnostic assistance are rapidly expanding, supported by advancements in algorithms and computing power [11] Traditional Chinese Medicine - Traditional Chinese medicine is gaining new development opportunities globally, supported by internationalization strategies and the "Belt and Road" initiative [7] - The sector is modernizing through digital transformation, standardized R&D processes, and increased global market penetration [12] Market Environment - China's healthcare expenditure continues to rise, reaching 8.5 trillion yuan in 2022, accounting for 7.1% of GDP, with further growth expected due to aging and policy support [18] - The industry faces challenges such as uneven resource distribution and high demand for quality medical services, but reforms are underway to optimize resource allocation [23][24] Policy and Regulation - China's healthcare policies focus on clinical needs, strict drug approval standards, and innovation in medical devices, with measures like centralized procurement and DRG/DIP reforms [29][32][39] - The government is encouraging the development of high-value medical services and the expansion of healthcare boundaries to meet diverse consumer needs [26][29] Investment Trends - The global healthcare investment landscape is cooling, with China's healthcare sector experiencing a 30.1% decline in funding in 2023, though activity remains high [42] - Investment is shifting towards mature projects in high-certainty sectors such as biopharmaceuticals, digital healthcare, and medical devices [43][45] International Expansion - Chinese pharmaceutical companies are increasingly looking overseas for growth, leveraging cost advantages and licensing deals to enter global markets [47][50] - Medical device companies are also expanding internationally, though they face challenges in meeting stringent regulatory requirements in developed markets [63][67]