NANOMICRO(SH:688690) Tou Bao Yan Jiu Yuan·2025-05-17 01:00Investment Rating - The report does not explicitly state an investment rating for the experimental-grade silica gel matrix chromatography filler industry Core Insights - The report focuses on the experimental-grade silica gel matrix chromatography filler industry, highlighting the significant growth potential driven by the rapid development of the peptide active pharmaceutical ingredient market and the increasing demand for chromatographic materials in the pharmaceutical sector [4][22] - Key factors driving market growth include technological innovation and the trend towards domestic production, with the domestic production rate expected to rise from approximately 40% to 60% by 2030 [4][13] Industry Overview - The experimental-grade silica gel matrix chromatography filler is primarily used for laboratory analysis of organic compounds, natural products, and peptides, with applications in pharmaceutical quality analysis, food safety testing, environmental monitoring, and chemical research [5][22] - The industry is characterized by a low domestic replacement rate but a rapid pace of domestic production development, with significant contributions from both international and domestic companies [9][13] Market Dynamics - The upstream market is dominated by international chemical companies, while the midstream filler preparation market is led by overseas firms, with a current domestic production rate of about 40% [21][29] - The downstream applications are diverse, with the pharmaceutical industry being the primary demand driver, particularly due to the growth in the peptide drug market [22][32] Competitive Landscape - The market is currently fragmented, with major international players like GE, Agilent, and Waters holding significant market shares, while domestic companies are still developing their presence [40][41] - The report indicates a trend towards market concentration as domestic firms innovate and respond to cost control demands from pharmaceutical companies [43] Market Size and Growth Forecast - The global market for experimental-grade silica gel matrix chromatography fillers is projected to grow from approximately 2.15 billion yuan in 2024 to 2.81 billion yuan by 2030, with a compound annual growth rate (CAGR) of 4.5% [33][36] - The Chinese market is expected to expand from around 500 million yuan in 2024 to 900 million yuan by 2030, reflecting a CAGR of 10.3% [33][36] Policy Environment - The report outlines several supportive policies aimed at promoting the development of high-end chromatography technologies and materials, which are expected to further stimulate market growth [38][39]