中国生命科学与医疗行业调研结果_2025年行业现状与展望（英）_29页_1mb

报告摘要

China LSHC Industry Survey Summary (March 2025)

Core Content

The China Life Sciences & Health Care (LSHC) industry survey, conducted in early 2025, gathered insights from 125 China-based operators and investors across various company types (SOE, POE, JV, WOFE). The report provides a comprehensive overview of the industry's performance in 2024, key considerations for 2025, and strategic shifts in response to evolving regulatory, market, and technological landscapes.

Main Points

2024 Performance Overview

Business performance in 2024 exceeded 2023 levels but remained below expectations.
54% of respondents reported growth in China business compared to 2023.
Only 26% of companies exceeded their 2024 plans, while 60% met or exceeded expectations (same as last year).
Foreign companies showed more cautious planning, with 33% exceeding their 2024 plans.
SOE/POE companies experienced more pressure and less performance compared to previous years.

Key Observations

Economic value cycle remains the most critical factor for all stakeholders.
"Going-out" strategies are increasingly important for local players, with foreign companies also exploring local assets.
Digital transformation is gaining traction, with nearly 40% of respondents establishing dedicated digital teams in China.
ESG and carbon emission solutions are emerging as areas of focus, though not yet widely recognized.
Regulatory changes have intensified in 2024, particularly around data privacy and export restrictions, impacting C4C (China for China) development.
Competition for talent has intensified, especially with the adoption of smart technologies.
Market access and innovation remain the primary focus, with local players showing increased ambition and optimism for 2025.

Strategic Shifts

New market channels are being prioritized, with 76% of respondents investing in non-hospital channels.
Partnering models have declined in popularity, with 46% of respondents favoring internal capabilities over external partnerships.
R&D localization has increased, with two-thirds of respondents enhancing local R&D investment.
Clinical trial investment has also grown, with 70% increasing their focus, especially among large companies and local players.

Investment Trends

ROI assessment is becoming increasingly crucial, with strategic market and pipeline choices now standard.
Investment appetite has declined, from 42% in 2024 to 36%, indicating a more cautious approach.
M&A and licensing deals are rising in ambition, especially among foreign players, but in-country BD functions are declining.

Market Outlook for 2025

Optimism is on the rise, with only 6% of respondents expressing a negative outlook.
Local players are more bullish and ambitious in their 2025 growth expectations.
Foreign companies are more cautious, with a lower growth expectation.
Digital technologies and compliance frameworks are prioritized by foreign companies, while local players are increasingly adopting global solutions.

Key Considerations

Regulatory landscape is evolving rapidly, with heightened oversight and compliance requirements.
Data privacy and export restrictions are driving the need for C4C solutions.
Smart technologies are transforming the market, with AI and digital engagement becoming more important.
Localization is key for market resilience and sustainable growth, especially for foreign companies.

Conclusion

The survey highlights the increasing complexity of the China LSHC market, driven by regulatory changes, technological advancements, and market dynamics. Companies are reassessing their strategies, with a greater emphasis on ROI, compliance, and localization. Digital transformation and C4C solutions are becoming essential for long-term success, while ESG and innovation are gaining importance.

Key Impacts

Exploring new value creation methods and flexible partnership models is essential for long-term success.
Reassessing market strategies to develop a China-suited approach for managing the innovative asset lifecycle.
Leveraging local smart technologies and digital capabilities will become more critical for market victory.

Survey Authors and Contacts

Jens Ewert – Industry Leader, China Life Sciences & Health Care
Tony Lin – Deloitte Research Assistant Manager, China Life Sciences & Health Care
Yvonne Wu – Sector Leader, China Life Sciences
Scott Sun – Consulting Leader, China Life Sciences & Health Care
David Yu – Assurance & Audit Leader, China Life Sciences & Health Care
James Zhao – Tax Leader, China Life Sciences & Health Care
Linda Pu – Program Senior Manager, China Life Sciences & Health Care

Appendix – Previous Predictions Review

Year	Policy & Regulatory Framework	Market Sentiment	Innovation & Technology Investment	Operational Initiatives
2020	Evaluate China strategies in light of government framework	New marketing and sales dynamics	New technologies accelerate healthier China	Emerging work practices affect organizational structures
2021	Government involvement intensifies in data security and Healthy China	Market becomes more centralized	Strategic partnerships persist	Cross-industry collaborations emerge
2022	Regulatory initiatives impact grows stronger	Priorities upgraded	Innovation accelerated through partnerships and R&D	China-specific infrastructure and governance top priority
2023	Business compliance activities revitalized	Localization ambitions bolster business	Technology investment increasingly crucial	Talent competition intensifies
2024	Enhanced regulatory initiatives require compliance management	Market engagement model needs adjustment	Commercialization potential more significant	Local digital technology transforms market landscape

Methodology Note

The survey used weighted ranking to determine the importance of various factors in China business strategies. Each rank (1–6) was assigned a score (6–1), and the average weight score was calculated to reflect importance.

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