医药行业仍将缓慢前行——医药生物行业分析

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纵观2014年上半年,医药制造业的收入增速一直在13%附近徘徊,最高不超过14%,而利润增速则是在14%水平上下波动,最高不超过15%。这种增长速度,包括盈利能力,都是1999年以来的低点,其中政策是主要影响因素。工信部曾表示,在“十三五”规划中,将考虑医药行业的“换挡”发展思路,医药工业增长速度稳定在15%~16%。价格管理方式改革将是控制医疗费用的重要手段,进而着力降低药品价格。在药品价格管理方式改革的同时,为鼓励和支持企业研发,药品价格的扶持政策也需要同步跟上。 Throughout the first half of 2014, pharmaceutical manufacturing revenue growth has been hovering around 13%, up to 14%, while profit growth is fluctuating around 14%, up to 15%. This rate of growth, including profitability, was the lowest level since 1999, with policy being the main factor. Ministry of Industry and Information Technology has said that in the “13th Five-Year Plan,” the pharmaceutical industry will consider the “shift” development of ideas, the pharmaceutical industry growth rate stable at 15% to 16%. The price management reform will be an important means of controlling medical expenses, and then focus on reducing drug prices. At the same time of the reform of the drug price management mode, in order to encourage and support the R & D of enterprises, the policies for supporting drug prices also need to be kept pace with.
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