Yes, this assessment is highly consistent with the current policy orientation and industrial development trends in China’s pharmaceutical sector. In recent years, the Chinese government has intensively introduced a series of top-level plans, explicitly identifying innovative drugs and CDMOs (Contract Development and Manufacturing Organizations) as strategic priorities. Consequently, high-end filtration consumables—such as ultrafiltration membranes, nanofiltration membranes, virus removal filters, and single-use filtration systems—that serve as the “infrastructure” supporting biopharmaceutical production are now experiencing unprecedented growth opportunities.

 

Yes, this judgment is highly consistent with the current policy orientation and industrial development trends of China’s pharmaceutical industry. In recent years, the country has intensively introduced a series of top-level plans, clearly stating that... Innovative drug and CDMO (Contract Development and Manufacturing Organization) As a strategic priority, and as the “infrastructure” supporting biopharmaceuticals. High-end filter consumables (Such as ultrafiltration membranes, nanofiltration membranes, virus removal filters, and single-use filtration systems) are now ushering in unprecedented development opportunities.

I. Strong Policy Impetus: Top-level design clearly defines the direction of support.

1. “14th Five-Year Plan for the Development of the Pharmaceutical Industry” (Released in 2022)

   • Propose “strengthening the攻关 of critical core technologies” and promoting “breakthroughs in cutting-edge fields such as advanced formulations, biopharmaceuticals, and cell and gene therapies”;

   • Emphasize “enhancing the resilience of industrial and supply chains” and accelerate... Domestic substitution of key raw and auxiliary materials, consumables, and equipment 。

2. Action Plan for High-Quality Development of the Pharmaceutical Industry (2023–2025) (Approved at the Executive Meeting of the State Council)

   • Clearly requires “strengthening the supply capacity of high-end pharmaceuticals, critical technologies, and raw and auxiliary materials”;

   • Support the development of CDMO/CMO platforms to enhance support for innovative pharmaceutical companies. Flexible Manufacturing and Rapid Response Capability 。

3. Implementation Plan for the Digital and Intelligent Transformation of the Pharmaceutical Industry (2025–2030) (Jointly issued by seven departments, April 2025)

   • Promote advanced models such as “disposable technology, continuous manufacturing, and modular production”;

   • High-end filtration consumables, as core components of single-use bioprocessing (SUT) systems, are seeing continuously rising demand.

II. CDMO sector experiences explosive growth, boosting demand for high-end consumables.

• CDMO companies are taking on a large volume of innovative drugs from biotech companies—especially... Monoclonal antibodies, bispecific antibodies, ADCs, and CGT products ) Development and production tasks, to High throughput, high recovery rate, high compliance The filtration system is highly dependent.

• To meet Quick line change, reduced cross-contamination, and shortened delivery cycles. As demand grows, CDMOs are widely adopting it. Disposable filtration device (Such as cartridge filters and hollow-fiber ultrafiltration systems) have driven a significant increase in the consumption of high-end consumables.

• According to a forecast by Zhongyan Puhua, by... In 2028, the market penetration rate of continuous manufacturing-related equipment and consumables will exceed 30%. Among them, the filtration unit is a key component.

III. Accelerating Domestic Substitution: High-end Filtration Consumables Become a Breakthrough Point to Overcome “Bottleneck” Challenges

• For a long time, core consumables such as ultrafiltration membranes and virus removal filters have been... Pall, Cytiva, Sartorius, Merck Millipore It's monopolized by international giants, resulting in high costs and unstable supply.

• Driven by both policy guidance and market demand, Local enterprises are accelerating their efforts to overcome technological challenges. ：

  • As a certain domestic enterprise has already achieved... Chromatography media performance rivals that of imported products, matching the performance of ultrafiltration membranes. ；

  • Multiple domestic suppliers via USP Class VI and ISO 10993 Biocompatibility Certification Enter the GMP supply chain.

• The National Medical Products Administration is simultaneously optimizing the review and approval process, and for... Priority review implemented for domestically produced critical consumables. Shorten the verification cycle.

4. The market has broad prospects.

• As China leads the world in the number of innovative drug IND applications (with over 3,500 active innovative drug projects as of the end of 2024) and clinical trials for CGT are surging, the demand for... Virus removal, concentration and media exchange, sterile filtration The demand for high-end consumables in various stages will continue to increase significantly.

• According to industry estimates, China Market Size of High-End Filtration Consumables for Biopharmaceuticals The compound annual growth rate (CAGR) is expected to exceed 20% It will enter a period of rapid growth from 2025 to 2030.

Conclusion

Under the resonance of the triple logic—“innovation-driven development + manufacturing upgrade + domestic substitution”— High-end filtration consumables have risen from being a supporting role to becoming a key cornerstone for the safety and efficiency of the pharmaceutical industry chain. . Possessing Materials R&D capabilities, GMP compliance expertise, and CDMO service network Local enterprises are poised to stand out in this round of policy and industry-driven benefits, truly achieving a leap from “usable” to “easy to use” and ultimately becoming the “first choice.”