Workers are busy in the production line of thermal imaging human body temperature detector accessories. Xie Shangguo

　　Zhongxin. com Zhejiang News, March 14th (Reporter Shi Zinan correspondent Xie Shangguo Shao Ding) In the workshop of Zhejiang Yuanzheng Fabric Co., Ltd. (hereinafter referred to as "Yuanzheng Fabric") in Yuyue Town, Deqing, Zhejiang Province, five production lines are at full capacity; Outside the workshop, the packaged products are ready to be sent to the United States.

　　"Export orders have been scheduled for July this year, and the contract amount is currently 5% higher than the same period last year." Shi Fayuan, chairman of Yuanzheng Fabric, said.

　　Workers are rushing to make a batch of orders for electric toothbrushes exported to Europe and America. Xie Shangguo

　　Yuanzheng Fabric Co., Ltd. is an export-oriented enterprise that mainly produces and sells curtain fabrics, and its products are mainly sold to the United States, Europe and other countries and regions. At present, enterprises are racing against time to seize the "spring market" and make up for the lost time.

　　Workers are rushing to make a batch of orders for textile products exported to European and American countries. Xie Shangguo

　　"The government helped us to issue a factual proof of force majeure in time, and the resident service Commissioner also gave a lot of help and guidance in policy subsidies, logistics and transportation." Shi Fayuan believes that the increase in order volume against the trend relies on "early resumption of work and quick policy fulfillment".

　　With the positive results of epidemic prevention and control in COVID-19, various policies and measures in Deqing County have been gradually implemented. From January to February, the county’s foreign trade exports reached 2.37 billion yuan, up 1.35% year-on-year, ranking first in Huzhou, with an increase rate higher than the city’s average of 14.26 percentage points. As of March 11th, enterprises with outstanding foreign trade performance in Deqing County have fully resumed their work, with 95% capacity recovery rate for enterprises with an annual export of over US$ 1 million and 99% capacity recovery rate for enterprises with an annual export of over US$ 10 million.

　　Early resumption of work has become a major advantage of Deqing enterprises under the epidemic and a "first move" to turn crisis into opportunity. Zhejiang Crewdson Textile Technology Co., Ltd., located in Ganyuan Town, has quickly recalled its employees to make every effort to catch orders since it resumed production. From January to February, foreign trade export orders increased by 10% year-on-year.

　　"Enterprises’ foreign trade export orders are increasing instead of decreasing." Chen Ruilong, chairman of Zhejiang Longhu Forging Co., Ltd., located in Zhongguan Town, said that in previous years, enterprises would have enough raw materials for three months by the end of the year. Because of this business model, in the face of the epidemic, enterprises have also opened up new European markets while stabilizing the original market. The export output value is expected to be 14 million yuan in the first quarter and 56.5 million yuan in the whole year, with an increase of 20%.

　　It is reported that in view of the difficulties faced by foreign trade enterprises during the epidemic prevention and control period, various departments in Deqing County "jointly fought" to help enterprises solve the problems of payment for imported goods, transportation vehicles, recruitment of local employees and so on, and at the same time speed up the fulfillment of foreign trade and economic policies. It is estimated that before March 15, the county can complete the cash of the county’s open economic development subsidy funds in 2019, with a support fund of 29.0382 million yuan, benefiting 224 foreign trade enterprises. (End)

"Next year, the renovation of our community will start." Yesterday morning, in the Liuhe Garden North Community in Shijingshan District, Li Qilong, a resident, breathed a sigh of relief after hearing the words of the staff. "Everyone is looking forward to the transformation."

From "one-on-one" to "active governance, first without litigation", the special governance of "one issue per month" has pushed Beijing forward in "handling complaints immediately". How to solve the problem in the renovation of old residential areas that are included in the "one question per month" key supervision items? Focusing on residents’ demands, from solving a problem to solving a class of problems to the whole process management, in the first year of the "14 th Five-Year Plan", the renovation of old residential areas in Beijing should speed up and increase efficiency.

70% of residents hope that the old building will be included in the renovation plan.

"You have to wear a cotton-padded jacket to watch TV at home in winter", "It hasn’t been too hot in these years", "Every family has a cork, and when they go out for a few days, they will block the sewer with it" … Speaking of the inconvenience of living in Liuhe Garden North Community, Li Qilong and other five old residents can’t stop holding each other.

The 27-year-old Liuhe Garden North Community is a typical residential building in the early 1990s, which has the common problems of old communities: aging pipes, not hot heating in winter, and insufficient space in public areas.

"Especially insulation, in recent years, as soon as the heating season arrives, residents will call the 12345 hotline to complain that the house is not hot." Liuli, director of Liuhe Yuanbei Community Neighborhood Committee, said that the old building couldn’t be warmed up because of the lack of thermal insulation on the external wall in Gai Lou, the aging of superimposed pipes and the fact that it was located at the heating end, and about 1,400 households had to live through the winter when there was no heat in the house.

In 2020, the west courtyard of Liuhe Yuannan Community, which is separated by all the way, started the renovation of old communities. Li Qilong watched the old building of the same age not only look new, but also upgraded the building itself to the public areas outside the building, and added supporting facilities such as a three-dimensional parking garage, an elderly living room and an elderly dining table. "When can the community be included in the transformation?" Liuli was chased by the old residents and asked.

"The street started a household survey and found that more than 70% of residents have the willingness to transform." Lai Yinghui, deputy director of Lu Gu Sub-district Office in Shijingshan District, said that after street declaration, Liuhe Garden North Community was finally included in the list of comprehensive renovation of the second batch of old communities in 2021, and construction is planned to start next year.

From solving a problem to solving a class of problems.

Pingyuan Community, No.7 Courtyard of Songyu North Road, No.40 Courtyard of Taiping Road … In fact, most of the 150 old communities included in the second batch of comprehensive improvement list in 2021 belong to communities with concentrated residents’ willingness to transform.

In the first year of the 14th Five-Year Plan, the municipal party committee and government focused on 27 high-frequency and difficult livelihood issues, and launched the special treatment of "one problem per month". Among them, the renovation of old residential areas as a "people’s livelihood improvement complex" has also been included in the "one question per month" to focus on solving supervision matters, and the lead department is the Municipal Housing Construction Committee.

How to solve problems? By combing the work orders of the 12345 hotline about the renovation of old residential areas last year, the Municipal Commission of Housing and Urban-Rural Development found that citizens’ demands focused on the application and project quality, and it was natural to focus on the application and project quality to solve the difficulties in promoting the renovation of old residential areas.

"We should change from solving a problem to solving a class of problems, and study and establish a long-term mechanism for work promotion and daily management." Zhou Rong, deputy director of the Housing Safety Equipment Department of the Municipal Commission of Housing and Urban-Rural Development, introduced that the Notice on Improving the Application of Comprehensive Renovation Projects in Old Residential Areas and the Notice on Strengthening the Quality Management of Comprehensive Renovation Projects in Old Residential Areas have been drafted, and 12345 is being studied and improved. The normalization mechanism of "handling complaints immediately" is dynamically analyzed, and the appeal of 12345 hotline is dynamically analyzed. "All districts should report old residential areas that meet the transformation conditions in time."

Whole process management forms a closed loop.

On May 25, 2021, two communities, Nanli and Penglai Apartment, Hualongyuan, Changping District, welcomed the municipal inspection team with the residents’ complaint work list, which was to check the quality of the renovation project of the old community.

From April to now, in two months, the municipal inspection team jointly formed by the Municipal Commission of Housing and Urban-Rural Development and the Municipal Commission for Discipline Inspection has conducted on-site inspections on 18 communities with concentrated engineering quality demands in seven districts of Tongzhou, Fengtai, Xicheng, Daxing, Shijingshan, Chaoyang and Changping.

"One question a month" is not a matter of solving the problems of renovation and promotion of some old residential areas, but a matter of continuous grasping and whole-process management, and finally a complete closed loop is formed.

In the scheme design of old residential district reconstruction, it is planned to introduce responsible planners, give full play to the strength of professional planners, and realize the refined design of old residential district reconstruction; In the implementation of the renovation plan for old residential areas, it is planned to formulate technical guidelines for comprehensive renovation of old residential areas and further refine the renovation standards for old residential areas; In the preparation for the renovation of old residential areas, we will start to formulate guiding opinions for optimizing and improving project bidding to accelerate the process; In the quality link of the renovation project of old residential areas, it is necessary to strengthen the quality and safety supervision in the whole process of renovation and implement the lifelong accountability system for quality and safety responsibilities.

During the "Thirteenth Five-Year Plan" period, 508 communities in the city were included in the comprehensive improvement plan for old communities. In 2021, the number of communities included in the annual comprehensive improvement plan will reach 400. This is an example of Beijing’s speeding up and increasing efficiency in the renovation of old residential areas in the first year of the 14 th Five-Year Plan. Zhou Rong said that he would strive to complete the confirmation task of 400 residential districts in the whole year before July 1st. (Reporter Zhao Yingying)

comeSource | Cyberblue (unauthorized reprinting is prohibited)

engage by special arrangementWritten by | Dong Zecheng

Enterprises are an important part of China’s pharmaceutical industry. Like other members of the pharmaceutical industry, imitation pharmaceutical companies have made great contributions to the development of China’s health cause in the past 30 years.

In recent years, generic pharmaceutical companies are facing difficulties. The fundamental reason is that the domestic economic development has entered a new era of pursuing high quality, high efficiency and fairness, and all walks of life, including the pharmaceutical industry, have to change their development ideas and models.

At present, only by carrying out consistency evaluation, doing a good job in the research and development of generic drugs, and actively participating in all kinds of centralized procurement, can generic pharmaceutical companies get through the current predicament.

Specifically, the difficulties faced by generic pharmaceutical companies have the following specific reasons:

01　　

Five reasons why generic pharmaceutical companies are facing difficulties

The first is the adjustment of generic drug prices.The quantity procurement implemented in 2018 has gradually reduced the price of domestic generic drugs to the level of international standards. The correction of generic drug prices is the direct reason why generic drug companies are facing profit pressure.

The second is the strengthening of industry supervision.In the early days of pharmaceutical marketization, the supervision of all links in the generic drug ecological chain, including R&D, access, quality, production and sales, was relatively loose, and everyone’s life was relatively better. In the era of high-quality development, the supervision of the above links has been significantly strengthened, and some debts owed in the past high-speed development period are gradually being made up.

The third is the pain caused by the reform of the medical supply side.The supply-side reform of medicine is the only way for the high-quality development of medicine. The result of removing excess capacity will inevitably affect generic pharmaceutical companies.

The fourth is the international environmental impact.The international pressure that China will inevitably face after its peaceful rise, and the rising oil price caused by the conflict between Russia and Ukraine, all put pressure on the operation of generic pharmaceutical companies at this stage.

Fifth, the COVID-19 epidemic.The impact of the COVID-19 epidemic on pharmaceutical companies is mainly limited in all aspects. Since 2022, the epidemic has continued to have a great impact on the pharmaceutical industry.

Since March, two megacities, Shanghai and Beijing, have been under blockade and regional control, and the epidemic situation in other parts of the country has had a great impact on pharmaceutical companies. The main impacts include limited medical institutions’ diagnosis and treatment, limited patients’ seeing a doctor, limited movement of medical practitioners, limited sales of related products such as colds, and the year-on-year decline in the incidence of some diseases.

The COVID-19 epidemic and the conflict between Russia and Ukraine not only brought troubles to the production and operation of pharmaceutical companies, but also had a great impact on the psychological level of medical people.

Since the medical reform entered the real deep water area in 2015, many people of insight in the industry have realized the arrival of the crisis. Some pharmaceutical companies have seized the time to transform successfully, and some pharmaceutical companies are still in the state of boiling frogs in warm water.

Looking back at the current time node, some original predictions are gradually becoming a reality. For example, many years ago, someone predicted the future ecological circle pattern of domestic pharmaceutical industry.

02　　

Future domestic pharmaceutical industry pattern

What is the ecological circle pattern of domestic pharmaceutical industry in the future?

Many generic pharmaceutical companies will inevitably withdraw from the historical stage in the wave of supply-side reform in the era of high-quality development. The future pharmaceutical industry ecology may be like this:

First, 3-5 head pharmaceutical companies with sales or market value exceeding 100 billion.This should include generic drug predators, giant central enterprises, innovative drugs upstarts and senior traditional and established pharmaceutical companies. TOP1 pharmaceutical companies may exceed 200 billion sales or market value.

The second is about 30 waist pharmaceutical companies with sales or market value of 10-50 billion yuan.There are mainly traditional established pharmaceutical companies (generic drugs+innovative drugs), innovative pharmaceutical companies and central enterprises, and there are almost no pure imitation pharmaceutical companies.

The rest are about 300-500 small and beautiful companies.Sales or market value is not large, mainly concentrated in a certain field such as rare diseases, anti-infection, tumors, mental nerves and so on. A company that has developed a single product but caters to the needs of the development of Chinese disease spectrum may be a small and beautiful pharmaceutical company. Many of these companies have developed from Biotech, and there will be no traces of imitation pharmaceutical companies at all.

The research and development of innovative drugs itself is characterized by long cycle, high risk and large investment. Some private enterprises are not strong in financial strength, and state-owned enterprises have always been less enthusiastic about investing in innovative drugs because of mechanism reasons.Therefore, it is probably the fate of many generic pharmaceutical companies to continue to cultivate generic drugs.

If so, the future competition seems very realistic and cruel. But this is the future after all. How can the current generic pharmaceutical companies tide over the difficulties and achieve transformation? How to live with time for space in the transition period?

03　　

The way out for generic pharmaceutical companies

The first is to protect the existing approvals.The domestic pharmaceutical market is gradually returning to the era of "product is king" from "marketing is king" and "market is king". Drug approval is the most important asset of pharmaceutical companies. For generic drugs, consistency evaluation must be done as much as possible, and the evaluation should be exhausted. copyThe consistency evaluation of drugs is changing from the previous product life and death symbol to the amulet of future generic drugs.

The product assets of future generic pharmaceutical companies are mainly reflected in the number of products that have passed the consistency evaluation. Even if you now have 500 generic drug approval numbers, but only ten have passed the conformity evaluation, then the future assets are these ten, plus the products that cannot be evaluated in conformity. Because the policy is getting tighter and tighter, medical institutions will stop selling products that have not been evaluated after the implementation of national procurement.Please note that medical institutions stopped selling, not the internal standard market..　

Many of the generic drugs mentioned just now that cannot be evaluated for consistency are because there is no reference preparation. Why is there no reference preparation? This may be related to the China characteristics of new drug development in previous years. This kind of products are similar to many exclusive products of Chinese patent medicines. At present, there is no clear statement on how to manage them in the future, but the author is not optimistic about this kind of products (many of them are so-called exclusive products, exclusive dosage forms and exclusive specifications).

The second is to seize the time window to do the research and development of imitation new drugs, and exchange time for space.

Consistency evaluation+centralized procurement has reshaped the domestic drug business logic, which has given birth to many opportunities, including products that have been adopted in China. Some enterprises have achieved overtaking in corners because of winning the bid; Some pharmaceutical companies cater to the policy trend and quickly develop suitable products to fight for national adoption, and they have also done a good job.

Crisis crisis has always been the coexistence of "danger" and "opportunity". Imitation pharmaceutical companies should make research and development projects of generic drugs with optimistic attitude, keen insight, professional judgment and moderately advanced investment awareness.

In this round of centralized procurement, pharmaceutical companies in Shandong, Sichuan, Hebei and Zhejiang have actively participated in the national procurement because of their unfocused consistency evaluation, and have basically established the market position of future head imitation pharmaceutical companies. This fact should arouse the profound reflection of other generic pharmaceutical companies, and reflect on their own sensitivity in understanding national policies and their gains and losses in the company’s development strategy.

The reality is that due to policy changes, the valuation of generic drugs has dropped by 1/2 to 4/5, and the development of generic drugs is becoming more and more difficult. It is a job of catching mice in porcelain shops and embroidering needles. But there is still a chance,It is to seize the development and fight for the country.

Since 2022, the author has cooperated with the company’s R&D department to intensively investigate more than 100 projects for the establishment of generic new drugs. Most of them are worthless, but some projects still have good business prospects. Even in the face of various policy changes in the future, the deduction results of our sales scenarios are optimistic, and we feel that the risks are relatively controllable. Specifically, the current research and development of generic drugs needs to pay special attention to the following dimensions.

04　　

Five dimensions of generic drug research and development project

First, the stock market should be large enough.The biggest charm of national mining lies in the quantity and the reshuffle of the stock market. Therefore, the stock market is an important dimension. If the stock exceeds 1 billion, about 500 million will be valuable, and the market of 100 million will depend on listed manufacturers, consistency evaluation and the number of R&D companies. Those below 100 million should pay attention to risks.

Second, there are as few listed manufacturers as possible.This is the same as the previous generic drug research and development project, "first imitation as much as possible."

Third, there are as few manufacturers under research as possible.This is the same as before.

Fourth, the bid price is competitive without national mining or centralized mining.Because the purpose of development is to fight for national adoption, it is easy to understand that there is no national adoption. However, the reality is that it has been almost four years since the national drug collection was carried out. Under the background of "all drugs should be collected", I am afraid that most commonly used clinical drugs will be collected in the future. It doesn’t matter, there is also gold in the products that have been collected. Because of the introduction of the national mining renewal rules, sometimes it has unique value, which requires our discerning eyes to gain insight and consider various scenarios at the same time when establishing the project.

The fifth is to investigate the market access attributes of products such as medical insurance and basic drugs.Judging from the previous batches of national procurement, the probability of national procurement of non-medical insurance products is small, and the basic drugs are all medical insurance products, while the policy orientation is that the attributes such as medical insurance basic drugs are becoming more and more important in the standard market. Are these lines particularly wrapped around? No way, the project of generic drugs is to fully consider the various possible combinations of each generic drug label and deduce various possible scenarios in the future.

The supply-side reform of medicine cannot be achieved overnight, and it will take a long time to establish the era of high-quality development of medicine. The reshaping of the pharmaceutical industry ecosystem mentioned above may come when the strategy of "Healthy China 2030" is reached.

Therefore, it is the only way for generic pharmaceutical companies to break through the current difficult period by seizing the time to do a good job in the consistency evaluation of generic drugs, research and development projects, and trading time for space.