京新藥業(002020.SZ):未來原料藥和製劑是互相依靠、互相支持、協同發展的產業佈局
格隆匯10月13日丨京新藥業(002020.SZ)於2023年10月12日接受特定對象調研,就“原料藥在公司的定位是什麼?未來還會重點發展嗎?”,公司回覆稱,1)首先,製劑-原料藥一體化是行業發展趨勢。其次,京新要以仿養創、以仿促創,原料藥和製劑的協同非常重要,是戰略佈局基石。在集採背景下,京新要建立垂直體系。在國際市場的競爭中,製劑-原料藥一體化是中國企業的既有優勢。所以無論是戰略方向,還是對未來趨勢的判斷,原料藥和製劑都不能分離,而且要大力發展。
2)京新是中間體和原料藥起家的,有30多年的產業基礎,做並且做好原料藥-製劑一體化,是自身能力能夠支撐的。
3)原料藥除自身製劑配套,也會有自身獨立發展的一條路,這也是佈局山東京新的原因,未來還會積極引入大品種生產。
未來原料藥和製劑是互相依靠、互相支持、協同發展的產業佈局。
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