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$WUXI BIO (02269.HK)$
Domestic CXO is competitive in the international arena. What is the core competitiveness? Engineer bonus! What are the main costs of CXO? Labor cost! Why, because CXO is actually a service industry! Sell services, sell experimental data. Only part of the front-end CDMO will sell some semi-finished products for processing.
At present, the average domestic labor cost is 1 CXO 3, why international pharmaceutical companies are willing to give a list to China's CRO, because it is cheap. CXO is actually an alternative service manufacturing industry that makes data, compounds and proteins.
Why do foreign big pharmaceutical companies not go to Vietnam, Cambodia to do substitute processing, because there is no talent, these are undergraduate, graduate students account for a large proportion of the industry, that is, China is now rampant and cheap.
Therefore, as long as the engineer dividend, the domestic CXO still has a competitive advantage, look at the foreign CRO revenue, there is still a lot of room for improvement.
$WUXI APPTEC (02359.HK)$ $TIGERMED (03347.HK)$ $INNOVENT BIO (01801.HK)$
Domestic CXO is competitive in the international arena. What is the core competitiveness? Engineer bonus! What are the main costs of CXO? Labor cost! Why, because CXO is actually a service industry! Sell services, sell experimental data. Only part of the front-end CDMO will sell some semi-finished products for processing.
At present, the average domestic labor cost is 1 CXO 3, why international pharmaceutical companies are willing to give a list to China's CRO, because it is cheap. CXO is actually an alternative service manufacturing industry that makes data, compounds and proteins.
Why do foreign big pharmaceutical companies not go to Vietnam, Cambodia to do substitute processing, because there is no talent, these are undergraduate, graduate students account for a large proportion of the industry, that is, China is now rampant and cheap.
Therefore, as long as the engineer dividend, the domestic CXO still has a competitive advantage, look at the foreign CRO revenue, there is still a lot of room for improvement.
$WUXI APPTEC (02359.HK)$ $TIGERMED (03347.HK)$ $INNOVENT BIO (01801.HK)$
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