2023年中国胃黏膜保护药物行业概览：慢性胃炎成消化健康问题主要元凶，超9成居民治疗需求带动用药市场加速扩张

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The Chinese gastric mucosal protective drug industry is experiencing growth driven by the increasing treatment needs for chronic gastritis, with over 90% of residents requiring medication, leading to accelerated market expansion [3][24] - The market size of gastric mucosal protective drugs grew from 620 million yuan in 2017 to 760 million yuan in 2022, with a compound annual growth rate (CAGR) of 3.9%. It is projected to reach 890 million yuan by 2027, with a CAGR of 3.1% from 2023 to 2027 [3][26][27] Summary by Sections Industry Overview - Gastric mucosal protective drugs can be categorized into bismuth preparations, prostaglandins and their derivatives, and aluminum preparations. The industry is currently in a mature phase with various innovative and generic drugs emerging [3][6] - The development of bismuth and aluminum preparations has reached a high level of localization, while there is still significant room for growth in prostaglandin drugs [3][4] Market Dynamics - The competitive landscape is highly concentrated, with significant barriers to entry for new players. For instance, Kunming Jida Pharmaceutical holds approximately 68.53% market share in the sales of sucralfate [4] - The introduction of first-generic drugs has opened new avenues for the development of domestic generic drugs, with successful clinical research accelerating the iteration of gastric mucosal protective medications [4][17] Supply Chain Analysis - The upstream supply chain consists of raw materials and intermediates for gastric mucosal protective drugs, while the midstream includes research and production enterprises. The downstream involves healthcare institutions and retail pharmacies [10][20] - The price of raw materials has decreased due to anti-monopoly policies, leading to increased competition and lower procurement costs for pharmaceutical companies [14][15] Market Size and Growth Drivers - The market for gastric mucosal protective drugs is expected to grow due to an increasing patient base and expanding insurance coverage, which reduces treatment costs and enhances drug penetration [27][28] - The prevalence of gastric mucosal damage-related diseases is driving demand, with chronic gastritis being the most common condition, accounting for over 90% of cases [26][28] Competitive Landscape - The industry features a tiered competitive structure, with leading companies such as Warner Pharmaceutical and Zhongsheng Pharmaceutical dominating the market. The competition is characterized by monopolistic competition and high R&D investment barriers [34][37] - The focus on localizing production and increasing awareness of gastric health among residents is expected to enhance the competitive position of domestic manufacturers [40][41]