2024年中国甾体药物中间体原料药行业概览

Industry Overview - The steroid hormone intermediate API industry in China is driven by increasing health awareness, policy support, and technological advancements, particularly in synthetic biology [4][5] - The demand for steroid intermediates and APIs is rising due to the growing burden of chronic diseases such as inflammation, autoimmune disorders, respiratory diseases, and cancer [5][14] - China is becoming a global hub for steroid intermediates and APIs, supported by robust R&D and technological breakthroughs [5][13] Technological Advancements - The steroid API production process has evolved from chemical synthesis to enzyme conversion and now to synthetic biology, improving efficiency and product quality [6] - Synthetic biology, based on engineering principles, shows significant potential in optimizing production processes and has broad applications in healthcare, chemicals, materials, and energy [7][22] - Key technologies include enzyme catalysis and green chemical synthesis, which enhance production efficiency and reduce environmental impact [54] Market Demand and Supply - Global and Chinese demand for steroid APIs is increasing, particularly for sex hormones and corticosteroids, driven by reproductive health and anti-inflammatory applications [33][35] - China's steroid API and intermediate exports are growing due to technological advancements, cost advantages, and policy support, enhancing its global market position [39][40] - The global consumption of sex hormones increased from 357 8 tons in 2018 to 619 3 tons in 2023, with China's consumption rising from 32 3 tons to 40 4 tons [35] Competitive Landscape - Global players like Pfizer and Bayer have a long history in the steroid API market, while Chinese companies such as Tongtai Medicine and Saituo Biology are rapidly expanding their product portfolios and global reach [43] - Chinese companies are focusing on R&D and technological innovation to compete globally, with some achieving significant breakthroughs in enzyme catalysis and green synthesis [46][52] - Tongtai Medicine has become a leading supplier of steroid starting materials in China, with a diverse product portfolio and a strong focus on R&D [46][48] Key Companies - Tongtai Medicine is a leader in steroid starting materials and intermediates, with a strong focus on R&D and expanding its product line to include APIs [46][48] - Saituo Biology specializes in high-end intermediates, with increasing R&D investments driving technological optimization and market competitiveness [52][53] - Both companies are leveraging technological advancements and cost advantages to strengthen their positions in the global steroid API market [46][52]