Tou Bao Yan Jiu Yuan·2025-11-20 12:30Investment Rating - The report indicates a positive investment outlook for the dry eye disease treatment drug industry, with a projected compound annual growth rate (CAGR) of 10% from 2025 to 2030, and the market size expected to exceed 9.6 billion yuan by 2030 [4][31]. Core Insights - The dry eye disease treatment market in China is characterized by a dual-track competition between foreign and domestic companies, with local firms like Xingqi Eye Medicine and Hengrui Medicine gradually breaking the monopoly of foreign enterprises through independent research and development and collaborative efforts [4][10]. - The number of dry eye disease patients in China has surpassed 360 million, with an annual growth rate of 10%, indicating a continuous expansion of diagnosis and treatment demand [4][11]. - The market is shifting from reliance on traditional treatments like artificial tears to innovative therapies, including immunosuppressants and new drug delivery systems, marking a transition to a more precise and individualized treatment approach [4][17][34]. Summary by Sections Industry Definition - Dry eye disease (DED) is caused by insufficient tear production or instability of the tear film, leading to various ocular discomforts. Treatment is individualized and can include drug therapy, physical therapy, and surgical options [5]. Drug Classification - Dry eye treatment drugs can be categorized based on their mechanisms of action, including lubricating and repairing agents, anti-inflammatory drugs, and antibacterial agents [6][7][8]. Industry Characteristics - The increase in screen time among residents has led to a rise in dry eye disease cases, creating significant market potential. The market is currently dominated by artificial tears and cyclosporine eye drops [10][12]. Market Size and Growth - The market size for dry eye treatment drugs is projected to grow from 12.755 billion yuan in 2025 to 19.306 billion yuan by 2030, with a CAGR of 8.64% [31][34]. Competitive Landscape - The high-end market for dry eye treatment drugs is primarily dominated by foreign brands, but domestic companies are making significant strides through innovation and competitive pricing [41][42][43]. Policy Analysis - Recent policies aim to enhance eye health services and promote awareness of dry eye disease, which is expected to further stimulate market growth [39][40]. Industry Chain Analysis - The industry chain includes upstream raw material suppliers, midstream drug manufacturers, and downstream sales channels, with a focus on innovation and quality improvement to enhance competitiveness [18][19][20].