Deloitte德勤China LSHCIndustry Survey2025 State of Industry in ChinalMAKINGANIMPACTTHATChinaLfeSdences&HeathCareTeamMATTERSMarch 2025
Content嘿FrameworkResults-Questions&Deep-diveChinaLSHCBusinessOutlook&ConsiderationsNew regulatory and technologyimpactNewshiftsin business investment strategyConcludinginsights#AppendixD2015.Forintormation,comtatChlateChinaChinalIeScience &HeaithCare IndustySurvwey-2025State ofIndustryin China
FrameworkSurvey period:January2025(dbsedFebruary7,2025Engaged 125 China-based Life Science & Health Care ('LSHC ) industry operators and investorsCompanytypedistributionIndustrysectordistribution25%11%18%WOFEJPOESOEBiopharmaMedTechDistributorsHCservicesSeniority leveldistributionChina revenue (RMB)size distribution42%34%23%23%15%16%ChaIrman/CEOC-suite levelOthermanagement teamOver5billion1-5billion100 milion-1Lessthan100billonmilionNote:SOE-Stato-ownadEnterpriso;POE-Private-ouMure;WOFE-Wolly ForaD20%5.Forintormnation,cortactCaloaticChinal
ChinaLSHCoutlook&considerationsD2025.Forintormation,cortatChlateChina
BusinessperformanWhileChina's businessperformance in 2024 exceeded that of 2023, it remained below expectations. Local players continued to face heightened commercialization pressures throughout the yearHowdidyourcompanyperform(toplinelin20247KeyobservationsMajority(54%)ofrespondentssawthelr 2024 China businessAllLargecosSOE&POEWOFEBlopharmaMedTechexceeded of 2023Betterthan202354%56%49%54%58%45%One-fifthhadno orlittlegrowth, and forelgncompanleshave-nearly one-In linewith202319%20%17%24%20%fourth with limited growth(SOE/POEseemtohaveWorsethan202326%24%34%22%22%36%Butexpectatlons were higherComparedtoexpectations/plansWhile only 26%exceededtheIrplans-acombined12025Survey2024 Survey60%reachedplan orbetterAllLargecosSOE&POEWOFEBlopharmaMedTech(samelastyear)-yet40%Betterthan26%26%22%33%28%31%41%28%50%31%Foreign companles wereplanned36%prudent in planning-also32%33%exceeded planInline withplans29%28%31%16%26%32%SOE/POEandMedTechtothecontraryhadca.50%Worsethan40%plannedshowingworseresults than40%31%41%32%plannedNoteLargeD2015.Forintormation,comtatChlateChina
impactingfactorsThe overall economic value cyde remains the most critical factor for allstakeholders.'Going-out remainsimportant withrising attention in increased BD efforts for both local and foreign playersYour2024 business performancewasmainly impactedby.-Key observationsI2025 Survey2024SurveyPricing and new productlauncheshaveconsistentlybeenthetoptwoLargecosSOE&POEWOFELifeScienceInfluencing factorsslnceoursurveystudlesbeganin2021InclusionFurtherstrengthenedregulatoryoversight andmedical reformsAchlevingnew product launcheshave made hospltal accessmorecritical than before, especlally forforelgn andlfesclencesHCP/Hosptal access during theyear38%Local SOE/POE companles areIncreasedbusinessdevelopment44%prionrtzingexternal BD inltlatives:effors(e.g-global or local driven.50%fgoing-out'and/oractivelylook foroverseaspartners&.licensedealsPartneringwith localorganlzations to38%Forelgnplayerscontinuously5ielevated thelrsearch forlocal/40%domesticassets24%Localldingyoursupplychain inChinalT6NTAsChina's market access evolves,partneringmodelsare b...
