（来源：上观新闻） 12月23日下午，"聚力赋能，共创未来——临港集团生物医药产业专场对接会暨2025年度临创蓝湾基金 LP大会"在漕河泾会议中心圆满举行。本次大会聚焦生物医药核心赛道，致力于搭建园区产业与资本机 构精准对接、共生共赢的高端生态平台，为上海建设具有全球影响力的生物医药产业创新高地助力赋 能。中国科学院院士马大为、葛均波，市科委生物技术和医药处处长、二级巡视员曹宏明，临港集团副 总裁龚伟、总审计师熊国利，生物医药相关行业协会、产业发展联盟，投资机构以及企业代表出席活 动。 为强化创新投资赋能，临创资本与临创蓝湾基金向精准医学研究与产业发展联盟副主席、上海医学创新 发展基金会执行理事长王波、上海临床创新转化研究院副总裁王立言、国泰海通证券医疗健康行业负责 人王莉、道彤投资创始管理合伙人孙琦等行业顶尖专家颁发聘书，为基金投资决策、项目培育孵化、投 后管理赋能提供全方位支持。 现场，"核酸药物临床转化概念验证中心"正式启幕，标志着临港在生物医药细分赛道的生态布局进一步 完善。该中心由上海临床创新转化研究院和临港园区企业泰楚生物共同发起成立，聚焦核酸类创新药物 从早期研发到临床应用的转化瓶颈，构建覆盖核 ...

长三角区域内的技术、人才、政策工具等关键要素，将如何推动生物医药产业的跨域融合？ 从长三角国际科创协同角度看，生物医药产业将如何发展、持续发力？ 日前举行的中央经济工作会议明确"建设北京（京津冀）、上海（长三角）、粤港澳大湾区国际科技创 新中心""将上海国际科创中心扩围至长三角"等，为跨域产业协同锚定了战略支点。作为沪苏浙皖重点 布局的世界级研发、制造集群，生物医药产业规模现已突破1.2万亿元，约占全国该产业规模总量的三 分之一。下一步，相关技术、人才、政策工具等关键要素，将如何持续推动该产业的跨域融合？ 区域内如何进行要素配置与优化 业内人士称，科技创新是未来我国很长一段时期内发展产业新动能的着力点，而将国际创新中心的辐射 范围从上海这一超大型城市"扩围"到长三角各城市群，则代表着未来将有更多的科创资源在进一步整合 下，以科学、精准、规范的方式溢出到城市群内的其他城市或地区。 产业策源的核心是技术要素。上海技术交易所总裁颜明峰为第一财经解读称，面向长三角区域，应围绕 技术资源的配置与畅通流动来部署工作，"从技术资源权属来看，谁的成果、怎样的成果、成果如何在 应用过程中实现更好价值等，这些就需要完整的科技成果 ...

Core Insights - Jiangsu Province's Science and Technology Department has announced the first batch of major provincial science and technology projects for 2025, focusing on "Innovative Biopharmaceuticals" [1] - Suzhou leads the province with 11 selected projects, accounting for 58% of the total proposed projects, highlighting its strength and innovation in the biopharmaceutical sector [1] Project Distribution - The selected projects in Suzhou show a significant concentration, with 8 projects from Suzhou Industrial Park, and 1 each from Zhangjiagang, Suzhou High-tech Zone, and Suzhou University, indicating a cluster advantage in the biopharmaceutical industry [1] - Research directions include cancer treatment, neurological diseases, infection control, innovative drug delivery, and core industrial equipment, aiming to address clinical treatment challenges and industry development bottlenecks [1] Focus on Clinical Needs - Several projects target unmet clinical needs, focusing on cutting-edge therapies, such as the development of "safe and efficient personalized mRNA tumor vaccines" and "targeted KRAS mutation-enhanced TCR-T cell therapy drugs," providing new treatment solutions for malignant tumors, neurodegenerative diseases, and infectious diseases [1] Technological Advancements - Projects like "novel inhalation delivery system for nucleic acid drugs targeting major lung diseases" and "efficient and precise targeted nucleic acid delivery platform technology development" focus on enhancing the efficiency and industrialization of biopharmaceutical R&D across the entire drug development chain [2] - Significant progress has been made in key equipment and platform construction for biopharmaceutical R&D, with projects such as "AI-assisted design of new biopharmaceutical chromatography consumables and big data platform for separation and purification" and "high-parameter high-purity spectral flow cytometry analysis and sorting instruments" aimed at achieving self-controllable core R&D equipment and materials [2] Recognition and Future Potential - The outstanding performance of Suzhou in the provincial science and technology major projects reflects a high recognition of its current biopharmaceutical R&D capabilities and showcases its immense innovation potential in cutting-edge biopharmaceutical technologies [2] - The implementation and advancement of these projects are expected to significantly promote innovation breakthroughs and clinical transformation processes in biopharmaceutical technologies, continuously injecting new momentum into the treatment of major diseases and the development of the biopharmaceutical industry [2]

Core Insights - QYResearch has established a strong brand reputation due to frequent citations by renowned domestic and international companies, securities firms, and media outlets, ensuring the credibility and professionalism of its industry analyses and customized reports [1] Group 1: Market Predictions - The global sodium-ion battery market is projected to reach a sales figure of 152.13 billion yuan by 2031, with a compound annual growth rate (CAGR) of 88.9% [3] - The global medical device market is expected to reach 862.6 billion USD by 2030, driven by factors such as aging population, rising chronic disease prevalence, and advancements in medical technology [5][51] - The global eVTOL market is anticipated to grow from 14.8 billion USD in 2024 to 220 billion USD by 2031, with a CAGR of 45% [7] - The global automotive interior and exterior parts market is expected to reach 149 billion USD in 2024, 157.18 billion USD in 2025, and 224.23 billion USD by 2031, with a CAGR of 6% [9] - The global commercial cleaning robot market is projected to reach 1.71 billion USD by 2031, indicating significant growth potential [11] - The global MLCC release film market is estimated to grow from 3.678 billion USD in 2024 to 5.792 billion USD by 2031, with a CAGR of approximately 6.8% [21] - The global household NAS device market is expected to grow from 2.44 billion yuan in 2023 to 28.93 billion yuan by 2030 [25] Group 2: Company Performance - Shenzhen Mindray Bio-Medical Electronics Co., Ltd. is leveraging the AI wave in healthcare to tap into a 6 trillion yuan international market [5] - Zhejiang Tiancheng Self-Control Co., Ltd. reported a 158% increase in net profit in Q3, driven by the low-altitude economy [7] - Huaxi Biological Technology Co., Ltd. reported nearly 1 billion yuan in revenue for Q3, with a net profit increase of over 50% [17] - Jiangsu Double Star Plastic New Materials Co., Ltd. is breaking through technology monopolies in the MLCC release film and carrier copper foil sectors [21] Group 3: Industry Trends - The global market for sodium-ion batteries is expected to see rapid growth, reflecting a shift towards alternative energy storage solutions [3] - The medical device sector is experiencing robust growth due to demographic changes and technological advancements [5][51] - The eVTOL market is gaining traction as urban air mobility solutions become more viable [7] - The automotive parts market is evolving with increasing demand for innovative interior and exterior solutions [9] - The commercial cleaning robot market is expanding as automation in cleaning processes becomes more prevalent [11]

Group 1 - The "China Medical Port" core area has attracted over 1,800 enterprises, with the life and health industry scale exceeding 50 billion [1] - The area has introduced 29 innovation platforms, including institutions like the Chinese Academy of Sciences and Zhejiang University [1] - In the past three years, 90 innovative drugs have entered clinical research stages, with 34 "unicorn" companies, the highest in the city [1] Group 2 - The Qiantang District has established the first nucleic acid drug industry cluster in the province, named "Hangzhou Nucleic Acid Drug Valley" [2] - The district has been included in provincial and municipal lists for cultivating future industry pilot zones in synthetic biology [2] - A talent matrix combining strategic scientists, leading entrepreneurs, and skilled craftsmen has been created, recognized as a pilot project for integrated education and technology talent reform in Zhejiang Province [2]

Core Viewpoint - Shenzhen Wego Biological Products Co., Ltd. successfully won the bidding for state-owned construction land use rights in Guangming District, Shenzhen, for a price of RMB 60.4 million, which aligns with the company's strategic development plan for establishing an intelligent industrial base [1] Group 1: Land Acquisition Details - The company participated in the bidding for the land use rights of plot A628-0045, covering an area of 69,986.43 square meters, with a usage period of 30 years [1] - The funding for this land acquisition will come from the company's own or self-raised funds, and it does not constitute a related party transaction or a major asset restructuring as per regulations [1] Group 2: Strategic Implications - The acquisition of the land is intended to support the company's intelligent industrial base project, which is crucial for the company's high-quality development [1] - Upon completion of the new industrial base, the company plans to relocate its operations and will cooperate with the Guangming District government to facilitate the recovery of the existing factory site [1]

Core Insights - Nucleic acid drugs represent a third-generation drug model that enables precise disease treatment by regulating gene expression or intervening in protein synthesis, offering advantages such as targeting undruggable targets, long-lasting effects, and shorter development cycles [1][4] - The global nucleic acid drug market is projected to exceed $23 billion in 2024 and surpass $50 billion by 2030, with small nucleic acid drugs being the core segment, increasing from $2.9 billion in 2020 to $5.1 billion in 2024 [1][8] - China is rapidly advancing in the nucleic acid drug sector, supported by comprehensive policies and nearly 200 companies accelerating their development, with several products entering clinical trials and expected to launch in the next three years [1][4][10] Industry Overview - Nucleic acid drugs are therapeutic molecules based on nucleic acids (DNA or RNA) that treat diseases by directly regulating gene expression or intervening in protein synthesis [2][3] - The industry is characterized by high technical barriers and strong reliance on imported raw materials and production equipment [4] Market Dynamics - The global nucleic acid drug market is experiencing significant growth due to an aging population and rising chronic disease rates, with a compound annual growth rate (CAGR) exceeding 15% from 2023 to 2030 [6][8] - Over 900 companies are involved in nucleic acid drug development globally, with a total of 2,600 projects, of which 13.76% are for rare diseases [6][8] Competitive Landscape - The competitive landscape in China's nucleic acid drug industry is characterized by three tiers: leading companies like Wobang Pharmaceutical and Rebio Biotech, traditional pharmaceutical companies like Hengrui Medicine, and startups focusing on mRNA vaccines and new delivery technologies [10][11] - The first tier companies are gaining global market influence through technology licensing and innovative delivery systems [10][11] Future Trends - The nucleic acid drug industry in China is expected to evolve through international innovation and capital empowerment, with a focus on liver-targeted delivery and AI-assisted design [12][13] - The market is anticipated to shift from rare diseases to common diseases, with significant growth in areas such as cardiovascular and metabolic diseases, driven by advancements in production capabilities and reimbursement systems [13][14]

Core Viewpoint - The investment logic and strategy in the healthcare sector remain fundamentally unchanged despite market fluctuations, driven by continuous breakthroughs in life sciences and the evolution of tools to address these challenges [7][12]. Group 1: Key Drivers of the Industry - The biopharmaceutical industry is primarily driven by two core factors: the deepening understanding of drug targets in biology and the development of molecular tools to target these [9][12]. - The increasing investment in capital accelerates the industry's development, although short-term market sentiments do not fundamentally alter the industry's trajectory [11][12]. Group 2: Innovations and Market Trends - Recent years have seen rapid advancements in innovative drug molecules such as ADCs (Antibody-Drug Conjugates) and bispecific antibodies, reflecting the ongoing evolution of the two core drivers [13]. - The success of ADCs in China validates the efficiency of the innovation ecosystem, with expectations for further developments in next-generation ADCs and small nucleic acid drugs [13][14]. Group 3: Commercialization Strategies - The commercialization of biopharmaceuticals is evaluated based on whether new products are faster, cheaper, or better than existing ones, with a focus on maximizing one of these aspects [15]. - CAR-T therapy exemplifies a case where clinical effectiveness is high, but complexity and cost hinder its commercialization progress [17]. Group 4: Strategic Licensing and Collaborations - The surge in licensing-out transactions in China's innovative drug sector is attributed to improved infrastructure, talent availability, and capital contributions, enhancing the industry's global recognition [19][20]. - For some companies, licensing agreements serve as a strategic choice to secure funding and industry validation, especially in a challenging capital market environment [20][22]. Group 5: Market Outlook and Investor Sentiment - The outlook for China's biopharmaceutical industry is optimistic, with expectations for more robust growth in the coming years as companies increasingly engage in global markets [24]. - The long-term nature of drug development necessitates strong conviction from entrepreneurs and investors, with a shift away from speculative ventures leading to a more resilient entrepreneurial landscape [24].

Core Insights - The pharmaceutical industry is fundamentally driven by two core factors: continuous breakthroughs in life sciences understanding and the evolution of tools to address life science challenges [1][5][8] - Despite market fluctuations, the investment logic and strategies in the healthcare sector remain unchanged, focusing on finding products that can significantly alter life trajectories [5][16] - The maturation of China's innovative drug infrastructure has been validated, indicating a more prosperous future for the pharmaceutical industry in China [1][16] Investment Strategies - The investment approach emphasizes a stable and consistent strategy, seeking to invest in innovative teams and technologies that can lead to significant breakthroughs [5][6] - The commercial viability of new products is assessed through a model that prioritizes being faster, cheaper, or better compared to existing solutions [9][11] - Recent trends show a surge in License-out transactions in China's innovative drug sector, reflecting the industry's growing maturity and international recognition [12][13] Market Dynamics - The rise of artificial intelligence is seen as a catalyst for accelerating research and development in the pharmaceutical industry, potentially transforming the entire healthcare landscape [8] - The industry is currently experiencing a rich pipeline of assets, allowing companies to strategically engage in licensing deals to secure funding and industry validation [12][15] - The long-term nature of drug development necessitates strong conviction from entrepreneurs and investors, as the process can take a decade or more to yield results [16]

Policy Support - Shenzhen has introduced 32 policy measures to support the entire pharmaceutical and medical device industry chain, focusing on areas such as preclinical research, clinical trials, registration approval, production, and market application [1][2] - The measures emphasize support for emerging technologies and new business models, including "AI+" in pharmaceuticals, biomanufacturing, cell and gene therapy, pet pharmaceuticals, rare disease drugs, and traditional Chinese medicine [1][2] Financial Incentives - The measures provide significant financial rewards for innovative drug development, offering up to 30 million yuan for successful clinical trials of Class 1 innovative drugs [2] - Financial support for pet pharmaceuticals includes rewards of 300,000 yuan, 200,000 yuan, and 100,000 yuan for different categories of new veterinary drugs, with a cap of 500,000 yuan per enterprise annually [2] Clinical Trial Enhancements - Shenzhen aims to establish an international clinical trial center in the Greater Bay Area, optimizing clinical trial processes to reduce internal approval times to within 25 weeks [3] - The measures support the integration of innovative drugs and medical devices, expanding the "Hong Kong-Macau Drug and Device Pass" to include more medical institutions [3] Infrastructure Development - Shenzhen plans to allocate at least 200,000 square meters of industrial land and 1 million square meters of specialized parks annually, focusing on "AI+ pharmaceuticals" and synthetic biology [3] - Key areas like Guangming Science City and Pingshan National Bio-Industry Base will develop an ecosystem combining parks and platforms with public service facilities [3] Talent Acquisition - The measures include a global talent recruitment plan targeting high-level professionals in cell and gene therapy, with a focus on creating a favorable environment for talent development [4] - Innovations in the clinical research talent evaluation system will incorporate research achievements into promotion criteria, alongside housing and education support [4]