Source: Heda Industrial Research Institute
As the core bearing area of Shanghai's construction of a science and technology innovation center, Pudong New Area has innovative advantages in basic research, venture investment, space creation, functional platform, integration of industry and medicine, institutional innovation, talent gathering and other aspects, and is accelerating towards the goal of building a world-class biomedical industrial cluster.
First, Industrial strength
1. Industrial scale
In terms of industrial scale, the biomedical industry in Pudong New Area will reach 338.2 billion yuan in 2022, accounting for 40% of the city; Among them, the scale of Zhangjiang biomedical industry reached 62 billion yuan, and Zhangjiang biomedical cluster was selected as "45 National Advanced Manufacturing clusters" issued by the Ministry of Industry and Information Technology. From the perspective of industrial output value, the output value of the biomedical industry in Pudong New Area reached 65.4 billion yuan in 2022, of which Zhangjiang's biomedical output value reached 37.73 billion yuan.
With the concentrated listing of innovative products and the accelerated release of industrial space, it is expected to continue to maintain its growth trend. In the next three years, Pudong New Area will focus on four aspects: innovation level, industrial scale, industrial cluster effect, and industrial ecology, and strive to further enhance the discovery ability of new targets and new mechanisms, and reach the international advanced level in small molecule chemical drugs, cell therapy, antibody drugs, minimally invasive intervention, and surgical robots. It is expected that by 2024, the scale of Pudong's biomedical industry will reach 400 billion yuan, and the output value of the biomedical manufacturing industry will exceed 100 billion yuan.
2. Industrial subjects
After more than 30 years of development, the brand influence of the biomedical industry in Pudong New Area has continued to expand, and more than 2,700 upstream and downstream, large and small enterprises have integrated development. In 2022, there will be 20 new listed biopharmaceutical enterprises in Shanghai, of which 12 are in Pudong New Area, accounting for 60% of the city, ranking first in the city; Listed companies include innovative pharmaceutical companies listed on the science and technology innovation board such as Mindray Bio, Yifang Bio and Mengke Pharmaceutical; pharmaceutical outsourcing service companies such as Heyuan Bio, Hongbo Pharmaceutical and Xuantai Pharmaceutical; and medical device companies such as Micro Electrophysiology, Hefu China and Rendu Bio.
From the perspective of enterprise strength, there is a Shanghai Pharmaceutical company with a revenue of more than 200 billion yuan, Fosun Pharmaceutical, Sinopharm Modern and other companies with a revenue of more than 10 billion yuan; Gather Siemens Medical, Roche, Merck, Medtronic and other international biomedical giants, as well as Shanghai Pharmaceutical, modern pharmaceutical and other pharmaceutical industry 100 enterprises.
Second, innovation strength
From the perspective of innovation achievements, as of 2022, Pudong New Area has listed 15% of the country's original new drugs and 10% of medical devices, and has listed more than 15 Class 1 new drugs, accounting for nearly 20% of the country. Among them, Zhangjiang Science City has cultivated the number of Class 1 innovative drugs listed nearly 1/3 of the country, with the first domestic PD-1 monoclonal antibody drug (Junshi biology), the first domestic cell therapy drug (Fosun Kate), the first domestic coronary drug stent (minimally invasive medical treatment), the first domestic self-developed targeted drug (and yellow medicine).
From the perspective of innovation strength, Pudong New Area has more than 500 varieties of drugs under research, nearly 200 Class 1 new drugs in the clinical stage, and more than 10 Class 1 new drugs in the drug listing application stage.
Third, Spatial layout
Biomedicine industry is one of the nine strategic emerging industries in Shanghai and one of the three key industries in Shanghai. In recent years, under the guidance of the One Response policy, Shanghai has accelerated the layout of the biomedicine industry, and has gradually formed a "1+5+X" spatial layout of the biomedicine industry. Among them, "1 axis" refers to the Zhangjiang biomedical innovation leading core area in Pudong New Area, creating high-end manufacturing industry chain, and realizing "global new and Zhangjiang Made".
Relying on the North-South Science and Technology Innovation Corridor, Pudong New Area has accelerated the construction of a new development pattern of biomedicine. The planned area of the biomedicine industrial park is nearly 55 square kilometers, and there are characteristic parks such as International Medical Park (Zhangjiang Cell and Gene Industrial Park), Zhangjiang Innovative Drug Industry Base, Zhangjiang Medical Device Industry Base, Zhangjiang Headquarters Park, and No. 1 Free Trade Life Technology Industrial Park. As well as Lingang New area Industrial Base, Zhangjiang Private Economic Headquarters Park, Deseno Old Port API Base, Waigaoqiao Bio-pharmaceutical Base and other parks, further form a coordinated development pattern that drives the city and radiates the Yangtze River Delta.
Figure: Planning and layout of representative bio-pharmaceutical Park in Pudong New Area, Shanghai
In terms of the innovative construction site model, Pudong New Area implements three pilot models of mixed land: "Clear use + prescribed proportion" model, "improve the mixed composition of single-use industrial land" model, and "suitable use + independent proportion". Among them, Zhangjiang Science City will increase the proportion of other industrial uses and supporting facilities to 30%, enhancing the attraction of high-quality talents in the biomedical industry.
In terms of future spatial planning, Pudong New Area clearly promotes the coordination and linkage of biomedical parks in the next three years to build brand industrial landmarks, including promoting the pilot of mixed industrial land in the biomedical field, promoting industrial land reserve, optimizing the industrial land supply mechanism, exploring breakthrough institutional and mechanism innovation, and promoting the expansion of production capacity of contract commissioned production bases; To build a community industrial space system of "one source, multiple poles, unique development, and coordinated interaction", relying on the construction of the North-South science and Technology Innovation Corridor in Pudong New Area, and promote the North-South coordinated development of biomedicine.
Fourth, Industrial ecology
1. Innovative talents
At present, there are 278,000 employees in the biomedical industry in Shanghai, and the number of biomedical employees in Pudong New Area accounts for 45.9% of Shanghai, ranking first in the city. Practitioners with diverse professional backgrounds, involving chemistry, pharmacy, biology, chemical and pharmaceutical, biomedical engineering, biological engineering, automation, electrical, clinical medicine, materials, instruments, traditional Chinese medicine, etc., have become an important advantage in Shanghai's development of biomedicine.
In terms of talent policy, Pudong New Area has introduced the "1+1+N" Pudong talent policy system, implemented the Pearl Plan, etc., increased the attraction of high-level talents, strengthened the introduction and cultivation of high-level leading talents in the biomedical industry and engineering and technical support talents, and encouraged the talent team to carry out various research and development and industrialization projects, which can support up to 100 million yuan.
Table: "1+1+N" talent policy system of Pudong New Area
Source: Heda Industrial Research Institute based on public information
2. Innovation platform
By focusing on the construction of the leading area, through the interaction between industry and platform, Shanghai Pudong New Area transforms the resources of the biomedical platform into enterprise applications, builds the strategic task of a world-class industrial cluster of biomedicine, accelerates the layout of the integration platform of production and medicine, and has formed a number of CRO/CMO science and technology service industry clusters with nearly 500 technical service platforms. To provide innovative entrepreneurs with high-quality and efficient professional services; More than 30 major science and technology infrastructures and national strategic science and technology forces such as Shanghai Institute of Pharmaceutical Sciences of Chinese Academy of Sciences, National Center for Drug Safety and Evaluation, National Center for Drug Screening, School of Pharmacy of Fudan University, Zhangjiang Pharmaceutical Laboratory, and National Protein Science Research (Shanghai) Facility have landed in Pudong New Area.
Table: Situation of innovation platform in biomedicine field in Pudong New Area of Shanghai (Part)
Source: Heda Industrial Research Institute based on public information
3. Capital markets
In the first half of 2023, a total of 58 (times) biomedical enterprises in Pudong New Area received capital investment or went public, with a total financing of more than 14 billion yuan, an increase of 2.6 times year-on-year.
Taking Zhangjiang Science City as an example, more than 100 investment and financing events have occurred in the field of biomedicine in Zhangjiang Science City in 2022, involving hundreds of enterprises, and the total financing amount has been disclosed to be more than 13 billion yuan, which is favored by international well-known investment institutions such as Sequoia China, Hillhouse Capital, Junlian Capital, and Wuyuan Capital. From the perspective of detailed industry, the number of investment and financing events of pharmaceutical enterprises ranked first, with a total of 58 enterprises obtaining financing, and the financing amount exceeded 10 billion yuan (excluding undisclosed events); The number of financing events of medical device enterprises ranked second, with a total of 22 enterprises obtaining financing, and the financing amount was nearly 2 billion yuan (excluding undisclosed events); Among them, enterprises that have obtained large amounts of investment and financing include Fourier Intelligence, Kelaiying Biology, Yuanqi Biology, Fangtuo Biology and so on.
4. Policy support
In order to promote the development of Shanghai's medical and health industry, Pudong New Area has issued a series of policies, It includes the Regulations of Shanghai Pudong New Area to Promote the Construction of Zhangjiang Biomedical Industry Innovation Highland, the Action Plan of Shanghai Pudong New Area to Promote the High-quality Development of Biomedical Industry (2022-2024), the Action Plan of Pudong New Area to Promote the development of Cell and Gene Industry (2023-2025), and the Integration of production and medicine in Pudong New Area to Promote the high-quality development of biomedical industry A number of special policies for the biomedical industry have been introduced to safeguard the development of the biomedical industry in Pudong New Area.
表:上海市浦东新区生物医药产业政策(部分)
Figure: Timeline for the release of special policies for biomedical industry in Pudong New Area of Shanghai (after 2022)