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Transfer from: Prospective Industry Research Institute

major listed companies in the industry: opmai (688293), nearshore protein (688137), zhongmu industry (600195), shuanglu industry (002038), tonghua dongbao (600867), guanhao biology (300238), sansheng guojian (688336), jett biology (688026), etc.

The core data of this article: Cell culture media industry chain; Panoramic map of cell culture media industry

Panoramic combing of cell culture media industry chain

From the perspective of the industry chain, the upstream of the culture medium industry chain is mainly raw materials, consumables and equipment suppliers. The composition of the medium has 70-100 different chemical raw materials, including amino acids, vitamins, trace elements, etc. The purity and stability of upstream raw materials will directly affect the performance of the medium and the stability between batches.

midstream culture medium is mainly divided into serum-free culture medium, which has no animal source components, but may contain plant sources, and is currently the most widely used. Serum culture medium has high nutritional value, but its components are complex, different and unstable, and its source is limited, which is easy to cause exogenous pollution. Chemically limited culture medium minimizes the possibility of exogenous pollution and keeps the production batch stable, maximizing the growth and protein expression of cell lines in suspension cultures; and protein-free media, I .e. using protein hydrolysates of plant origin, can reduce the risk of contamination by protein hydrolysates of animal origin during cell culture. According to the different service needs of customers, the products and services provided by culture medium manufacturers can be divided into: catalog culture medium, customized culture medium, OEM culture medium processing and sales culture medium formula.

Downstream are biological products companies and research institutions. It mainly includes recombinant protein/antibody drug production, vaccine production, gene therapy/cell therapy drug production. Different application directions require different cell types, and there are great differences in the performance characteristics and production requirements of cell culture media, including technical difficulties, production processes, product forms, and so on.

Cell culture medium industry chain upstream raw material supply enterprises The main raw material supply enterprises have Sailun Bio, Opmai, Kindick Bio, East Asia Pharmaceuticals and so on. Consumables have into large biology, COFCO biology, Jie te biology, Guanhao biology, etc. Midstream imported brands include Symofei, Danaher, Merck, etc.

Regional Thermal Map of Cell Culture Industry Chain

The regions with a more complete cell culture industry chain are the Yangtze River Delta, Beijing and Guangdong. These areas are densely populated and economically developed, with high demand for medical and pharmaceutical research, good medical and pharmaceutical foundations, and complete industrial supporting facilities. For example, Shanghai midstream enterprises gather, there are Dorning Biology, Oplmai, Auskang, Yuanpei Biology, Zenge Biology, etc. Jiangsu upstream enterprises have Jindick, Kaiji Biology, midstream enterprises have Ikosai Biology, Prikang, etc.

Operation of listed companies of cell culture media

judging from the operation of representative enterprises in China's cell culture medium industry, the revenue of most enterprises in the industry is low, both the new third board and the main board enterprises are below 1 billion yuan, while the new third board enterprises are concentrated below 0.2 billion yuan. Under the influence of the reform of centralized procurement in the pharmaceutical industry, the operation of enterprises is facing certain fluctuations. Near-shore protein, double-heron pharmaceuticals, Guanhao biology, Opu Mai's profitability is better. China Pastoral shares in the group's large-scale operation, in the cell culture medium listed companies in the leading performance. Other listed companies operate as follows:

Note: The blue circle is the new third board company's revenue in the first half of 2023, and the main board company's revenue in the first three quarters of 2023 outside the circle.

Distribution of industrial parks related to cell culture media industry

According to the data from the prospective industrial park database, there are 13 cell industry-related parks in the country, mainly distributed in Shanghai, Shandong, and Guangdong. Shanghai's Zhangjiang Cell Industrial Park is China's most innovative and dynamic cell industry cluster and the country's most The core area of the international cell industry, the only "five-medical integration" cell industrial park in China. At present, 21 enterprises have settled in Guangdong Sailela Stem Cell Science Park. Zhengling (Cell Valley) High-tech Park is the first park in Xiangzhou District of Zhuhai City featuring cell therapy industry. There are more than 55 projects in the park. The annual output value of the park enterprises is expected to exceed 6 billion yuan after it is put into production. Starting from the site demand of biomedical enterprises, Zhengling Holdings undertakes a number of high-quality biomedical science and technology enterprises to create a cell therapy industry cluster area in Xiangzhou District. Cell culture medium enterprises can enjoy more preferential policies in these cell industrial parks, and the use of the concentrated resources in the park is conducive to improving the synergy of the industrial chain.

For more research and analysis of this industry, please refer to the Prospective Industry Research Institute's "Analysis Report on the Development Prospects and Investment Strategic Planning of the Global and China Cell Culture Media Industry".

at the same time, the prospective industrial research institute also provides solutions such as industrial big data, industrial research report, industrial planning, park planning, industrial investment promotion, industrial map, intelligent investment promotion system, industry status certificate, IPO consultation/feasibility study of investment raising, IPO working paper consultation, etc. Citing the contents of this article in any public disclosure such as the prospectus and the company's annual report requires formal authorization from the Prospective Industry Research Institute.

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