中國大陸製藥產業競爭力發展策略之研究

A Study on the Competitiveness and Strategy of Pharmaceutical Industry in Mainland China

簡佑任(Yu-Jen Chien)

指導教授 ： 李吉仁

國立臺灣大學/管理學院/臺大－復旦EMBA境外專班/碩士(2013年)

https://doi.org/10.6342/NTU.2013.02372

摘要

在全球化的浪潮下，未來充滿著不確定性，而中國大陸製藥業所處的經營環境，亦正面臨著前所未有的結構變化。為增強中國大陸醫藥產業的國際競爭力，中國制定了《醫藥工業“十二五”發展規劃》，其中二項關鍵任務：“增強新藥創制能力”和“加快國際化步伐”，將關係到中國製藥產業未來發展的成敗。因此，本研究將針對這兩二項重要政策項目，從產業競爭力的觀點，提出促進製藥業快速推進的建議，希能提供中國制定製藥業發展策略和政策之參考。

為達此研究目的，本研究採用麥克波特教授的國家競爭優勢與鑽石模型的框架，逐步針對中國大陸醫藥市場的現況，探討影響中國製藥業競爭力的因素，再根據鑽石模型的各重要構面，針對未來中國製藥產業如何發展以提升競爭力，提出發展的建議與對策。

據此，本研究建議中國在“增強新藥創制能力”方面，應朝向(1)仿創新藥找產品，這是新藥研發的捷徑；(2)開發舊藥新用途，可縮短開發時間和研發成本。在“加快國際化步伐”方面，則應朝向(1) 發展首仿藥，上市後可獲得更豐厚利潤；(2)鼓勵OEM出口，學習先進技術，為未來的發展鋪路。最後，本研究並針對中國製藥產業的永續性發展，提出整體的看法。本研究的潛在貢獻包括：(1)從整體掌握中國製藥業的競爭力水準，(2)提出競爭策略選擇的建議，(3)提出從結構上做調整的建議，增加轉型期，全面提升藥品質量。

關鍵字

中國製藥產業 ； 國家競爭力模型 ； 新藥創制 ； 產業國際化

並列摘要

The wave of globalization brings up both opportunities and uncertainties. The pharmaceutical industry in mainland China is facing rapidly changing business environment due to globalization. To enhance the industry’s international competitiveness and enterprise development, Chinese government has established her12th 5-year plan, in which enhancing new drug innovation and accelerating the pace of internationalization are two major foci.
The purpose of this thesis is to offer a thorough analysis from the perspective of international competitiveness so that a set of policy suggestions for the enhancement of pharmaceutical industry competitiveness can be made. More specifically, our research takes Michael Porter’s National Diamond model to guide our research exploration, upon which our research recommendations regarding industrial development are based.
Overall, our research proposes a couple suggests regarding new drug innovation for company’s strategy considerations, including (1) From me-too to me-better as a short cut for new drug innovation, (2) Undertaking drug repurposing to reduce time and costs for new drug innovation. As for the the acceleration internationalization, our research suggests: (1) Taking “First to file” development approach to gain higher income after introduction, (2) Promoting OEM export to acquire advanced technology and prepare for future development. Finally, this study also provides suggestions for the sustainable development of pharmaceutical manufacturers in Mainland China. With all these endeavors, our research hopes to contribute to a better understanding of existing competitiveness and a systematic view on the future developmental strategies of the whole pharmaceutical industry in China.

並列關鍵字

China’s Pharmaceutical Industry ； National Competitiveness Model ； New Drug Innovation ； Internationalization

參考文獻

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