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赛分科技:公司的市场占有率将进一步提升
Zheng Quan Ri Bao Wang· 2026-02-03 13:10
证券日报网讯2月3日,赛分科技在互动平台回答投资者提问时表示,公司是全球范围内少数同时具备分 析色谱及工业纯化的先进研发及规模化生产能力的企业之一,是国内竞争中的主要参与者。公司依托自 主可控的工艺平台、行业领先的技术实力与卓越的产品表现,与国内生物医药行业各细分领域的领军企 业建立了色谱填料长期合作关系。未来,伴随下游医药行业市场规模持续扩容、国产替代进程加速推 进,叠加公司海外业务的稳步拓展,公司的市场占有率将进一步提升。 ...
赛分科技分析师会议-2025-03-08
Dong Jian Yan Bao· 2025-03-08 06:55
Investment Rating - The report does not explicitly provide an investment rating for the industry or the specific company being analyzed [1]. Core Insights - The biopharmaceutical chromatography medium market in China is estimated to be between 6 billion to 9 billion, accounting for approximately 15% to 20% of the global market [20][21]. - There is a growing demand for new drug categories such as GLP-1, mRNA, and nucleic acid drugs, while antibodies remain the largest segment in terms of market demand [20]. - The company has initiated a global market expansion plan, establishing a new subsidiary in the U.S. focused on industrial chromatography business development [21][22]. - The domestic chromatography medium market is experiencing increased competition, with local manufacturers gaining market share and exerting price pressure on traditional imported brands [22][23]. Summary by Sections 1. Research Overview - The research was conducted on February 27, 2025, focusing on the company Sifen Technology and its market dynamics [13]. 2. Participating Institutions - Notable institutions involved in the research include Jianxin Pension, Shibei Investment, Tianfeng Securities Asset Management, and others [14][15]. 3. Market Dynamics - The report discusses the competitive landscape of the domestic chromatography medium market, highlighting the price advantages of local manufacturers over traditional imported brands [22][23]. - The company aims to provide comprehensive solutions for biopharmaceutical enterprises throughout the entire lifecycle, from research and development to production and quality control [23]. 4. Future Development Plans - The company plans to expand its industrial purification production capacity and invest in R&D centers in both China and the U.S. to enhance its market influence and share [23].