2025年中国生命科学与医疗行业调研结果（英文）_30页_1mb

Summary of Deloitte's 2025 State of Industry in China: Life Science & Healthcare

Introduction: Deloitte's report analyzes the 2025 State of Industry in China survey, based on responses from 125 industry operators and investors. Key themes include business performance, regulatory and technological impacts, strategic shifts, and future outlook, with a focus on local and foreign dynamics, innovation, and compliance.

Key Findings:

• Business Performance and Outlook: In 2024, China's LSHC business performance slightly improved but missed expectations more than previous year. Foreign companies showed steadier growth, while local SOE/POE faced heightened pressures. For 2025, optimism is high, with local players adopting aggressive growth strategies, though foreign companies are more cautious. Revenue plans vary, with 42% expecting >10% growth.

• Regulatory and Technological Impacts: Regulations, including pricing policies and data privacy rules, significantly challenge market entry and operations. Digital technologies and AI are increasingly critical, but compliance costs rise. ESG factors are gaining attention, particularly carbon emissions, with mixed adoption across companies.

• Strategic Initiatives: Companies are prioritizing ROI, localization (e.g., R&D and supply chain adjustments), and digital transformation. M&A and partnerships are common, driven by the "China for China" initiative. Business models are evolving to embrace flexible collaboration and market-specific value propositions.

Conclusion: The Chinese market remains appealing but competitive. Success hinges on innovating value propositions, localizing operations, enhancing digital capabilities, and navigating evolving regulations, with a focus on sustainable and efficient market engagement for long-term growth.