[ 2015年，创新药在中国核心医院市场的占比为21%，而到2024年，这一比例已增长至29%，且2015年 之后获批的创新药物在2024年整体药品市场的份额已达10%。 ] 中国已经成为全球第二大医药市场，中国医药卫生体制改革也在不断深化，中国经济展现出更强的活力 和韧性。 近年来，伴随着中国生物制药技术的提升以及患者对创新生物药需求的不断增加，跨国企业对中国生物 制药领域开启了新一轮的投资，从向中国市场引入创新药，到在中国本地化生产，上海正成为创新药的 重要生产基地。 创新药产能扩容 今年5月份，罗氏制药中国宣布投资20.4亿元，在上海新建生物制药生产基地，旨在加强罗氏在中国的 供应链和本地化生产布局。 伴随着创新药引入中国市场，如何实现本地制造，成为跨国药企进一步探索的方向，通过在中国建设生 产基地，能够形成从原料端到产品端的供应链优势，从而更好地满足中国市场需求，提升市场竞争力。 该项目用地约53亩，建筑面积约2.5万平方米，位于上海市浦东新区张江高科技园区，预计于2029年落 成，2031年投产。此次新建的基地将用于罗氏制药旗下眼科药物罗视佳（法瑞西单抗注射液）的本地化 生产，这是全球首个获批的眼科 ...

Core Insights - The recent investments by multinational pharmaceutical companies in China highlight the growing importance of the Chinese market for global players [1][4][5] - The establishment of new production facilities by Roche and AstraZeneca signifies a strategic move to enhance local production capabilities and supply chains [2][3] Investment Projects - Roche has launched a new biopharmaceutical production base in China with a total investment of 2.04 billion yuan, covering approximately 53 acres and 25,000 square meters, aimed at localizing the production of its innovative drug [2] - AstraZeneca's new small molecule drug factory in Wuxi has a total investment of 475 million USD (approximately 3.44 billion yuan) and will enhance production capacity for cardiovascular innovative drugs, expected to be operational by Q4 2028 [2] Market Dynamics - The Chinese pharmaceutical market is experiencing significant growth, driven by an aging population and increasing healthcare demands, with projections indicating that by 2035, nearly 30% of the population will be over 60 years old [4] - In 2024, AstraZeneca reported a revenue of 6.413 billion USD from the Chinese market, accounting for 12% of its global market share, while Novartis achieved 3.9 billion USD from China, reflecting a 21% year-on-year growth [4] Policy Support - The Chinese government is actively promoting foreign investment in the biopharmaceutical sector through policies aimed at facilitating the entry of foreign companies and expediting the approval process for innovative drugs [5] - The rise of Chinese innovative drugs and a favorable research environment are key factors attracting foreign investments, with 31% of new innovative drug candidates introduced by multinational companies in 2024 originating from China [5]

Group 1 - Roche Pharmaceuticals announced an investment of 2.04 billion RMB to establish a biopharmaceutical production base in Shanghai, aimed at enhancing its supply chain and local production in China, with completion expected in 2029 and production starting in 2031 [1] - Hengrui Medicine's application for the market approval of its CDK4/6 inhibitor, Hydroxyethyl Sulfonate Darsilil Tablets, has been accepted by the National Medical Products Administration, targeting hormone receptor-positive, HER2-negative early or locally advanced breast cancer [2] - Sanyou Medical plans to establish a joint venture with South Korea's CGBio to research innovative cell biological materials in regenerative medicine, marking a significant step in this field [3] Group 2 - ST Kelly has elected a new chairman, Wang Chong, following the recent resignation of both the chairman and the general manager, with the board voting in favor of the appointment [4] - Yunding New Medicine's core product, Naimu Kang, has received full approval from the National Medical Products Administration for treating primary immunoglobulin A nephropathy in adults, becoming the first and only drug in China approved for this indication [5]

｜2025年5月9日星期五｜ NO.1 华为哈勃入股具身智能机器人研发商千寻智能 5月8日，天眼查APP显示，近日，千寻智能（杭州）科技有限公司发生工商变更，新增华为旗下深圳哈 勃科技投资合伙企业（有限合伙）等作为股东。公开资料显示，千寻智能是一家具身智能与通用人形机 器人技术研发商。 NO.2 首款鸿蒙电脑正式亮相，国产操作系统在个人电脑领域实现重要突破 5月8日，在鸿蒙电脑技术与生态沟通会上，首款鸿蒙电脑正式亮相，国产操作系统在个人电脑（PC） 领域实现重要突破，同时华为智慧办公将升级为鸿蒙办公。在鸿蒙电脑应用适配方面，头部150个应用 已经启动开发，预计到年底将支持超过2000个应用。据了解，鸿蒙电脑历经5年布局，集结上万名工程 师、联合20多家研究所共同研发，积累超过2700项核心专利，从内核开始重构操作系统。目前，已有 300多个融合生态应用完成适配，预计今年底将有超过2000个应用完成适配。 NO.3 商务部：促进"人工智能+消费"，培育一批人工智能消费品牌 近日商务部王文涛署名文章提到，培育新型消费，着力增强消费动能。加快传统消费数字化转型，推动 数字产品、数字服务、数字内容、数字渠道各领域创新 ...