中国生命科学与医疗行业：调研结果：2025年行业现状与展望

Research Framework - The survey was conducted from January 2025 to February 7, 2025, involving 125 operators and investors in the Chinese Life Sciences and Healthcare (LSHC) industry [4] Industry Outlook and Considerations - The Chinese life sciences and healthcare industry is expected to see improved performance in 2024 compared to 2023, although still below market expectations. Local companies are facing increased commercialization pressures [13][22] - 54% of respondents believe their business performance in China will exceed that of 2023, with 60% achieving or exceeding their plans [14][22] - Key factors influencing business performance include pricing policies, new product launches, and increased investment in business development [16][18] Insights Summary - There is a growing optimism among companies regarding their business prospects in China for 2025, with 42% expecting revenue growth above 10% [23][22] - The importance of market size remains a primary consideration for companies entering the Chinese market, with a focus on patient demand and government pricing negotiations [52][54] - Companies are increasingly prioritizing local R&D investments and clinical trials, particularly in response to relaxed foreign investment restrictions [50][49] Regulatory and Technological Impacts - The regulatory framework in China is evolving, with nearly half of respondents indicating a tightening of regulations in 2024, particularly affecting local companies [35][36] - Data privacy and export restrictions are becoming more significant, prompting companies to develop localized solutions [36][39] Changes in Commercial Investment Strategies - There is a notable shift towards cautious investment strategies, with 94% of respondents indicating a need to invest, but over half are more reserved about increasing investments [54][55] - The focus on new market channels is critical, with 76% of respondents deploying new channel investments, although reliance on partnerships has decreased [47][48] Strategic Initiatives - Companies are adjusting their product portfolios to address pricing pressures and regulatory changes, with 50% of respondents indicating this as a strategic focus [29][52] - The emphasis on digital capabilities and local solutions is increasing, with 44% of respondents prioritizing digital talent strategies [40][41]