今天分享的是：戴德梁行：2025年中国生命科学核心趋势洞察报告 报告共计：68页 《戴德梁行：2025年中国生命科学核心趋势洞察报告》全面剖析了中国生命科学行业及相关房地产市场的动态与趋势。 行业层面，中国生命科学行业在政策放宽、技术创新等推动下快速变革。国家放宽基因和细胞治疗领域外资限制，允许设立外 商独资医院，地方如北京、上海等地推出定向补贴等政策。本土企业向创新疗法转型，康方生物、百济神州等在CAR-T细胞疗 法等领域领先，吸引国际投资。 区域发展上，形成多个创新枢纽，苏州生物医药产业园、上海张江高科技园区等提供共享实验室等支持，成都、宁波等二线城 市崛起。 OUTTHİNK 市命 IT L&FE SCIENCES 核心趋势洞察 2025 年 7 月 Better never settles | w 房地产方面，业主通过轻资产模式、灵活租赁等适应需求，一线城市饱和但中西部需求稳健，注重可持续性和合规性，聚焦集 成生态系统。租户面临监管等挑战，追求本地化、灵活性，青睐GMP认证实验室等，重视区位和可持续性认证。 未来，增长机会集中在人工智能药物研发、个性化医疗等领域，政府政策持续支持创新。生命科学房地产向 ...

Core Insights - The Chinese life sciences industry is undergoing rapid transformation driven by policy relaxation, technological innovation, the rise of domestic companies, and the development of specialized real estate ecosystems [9][18][39] - The report "Trends in China's Life Sciences" provides a comprehensive overview of current market dynamics, regulatory changes, and future development directions [9] Policy Environment - Nationally, China has relaxed foreign investment restrictions in gene and cell therapy, allowing foreign-owned hospitals in major cities [10][20] - Local governments in cities like Beijing, Shanghai, and Shenzhen are offering targeted subsidies and fast-track approval processes to support biotechnology development [10][27] Industry Innovation and Company Growth - Chinese life sciences companies are shifting from generic drug production to innovative therapies, with firms like CanSino Biologics and BeiGene leading in CAR-T cell therapy and bispecific antibodies [11][29] - These companies are attracting international investment and licensing agreements, enhancing China's position in the global life sciences sector [11][39] Real Estate Development and Regional Hubs - Innovation hubs such as Suzhou BioBay and Shanghai Zhangjiang Hi-Tech Park provide end-to-end support, including shared laboratories and GMP-compliant facilities [12][35] - Second-tier cities like Chengdu and Ningbo are emerging as new growth centers, expanding the life sciences ecosystem [12][35] Owner Perspective - Real estate developers are adapting to industry-specific needs through light-asset models and flexible leasing arrangements [14][45] - While first-tier cities face saturation, demand remains robust in central and western regions, with a focus on sustainability and compliance [14][45] Tenant Perspective - Life sciences tenants are responding to regulatory reforms and increased compliance requirements, seeking flexibility and proximity to talent and infrastructure [15][46] - The highest demand is for GMP-certified laboratories and modular production facilities, emphasizing location advantages and sustainability certifications [15][46] Future Outlook - Growth opportunities lie in AI-driven drug development, personalized medicine, and advanced therapies, supported by government policies [16][39] - Life sciences real estate is evolving from generic parks to specialized, digitally-enabled facilities with high compliance and flexibility [16][39]