Investor Presentaiton
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The 20th century has seen the emergence of
the life science industry, with growth
accelerating in the 1970-80s. China's life
science industry has been catching up with
significant progress in the last decade. The
COVID-19 pandemic, new vaccine advances as
well as development of medical technology
I have made the life science sector a key focus
for investment.
The 14th Five-Year Plan on Health launched in
May 2022 is set to upgrade the healthcare
system and speed up the informatisation of the
sector. By 2035, the Chinese average life
expectancy is expected to reach over 80.
The life sciences sector has been developing
and innovating over the decades, though it
only came under the spotlight recently. Faced
with broad demands from companies and the
promising future of the industry, real estate
investors are increasingly showing interest.
According to Pitch Book, the US still dominates
financing of the life sciences sector,
accounting for 67% of the global investment
(including M&A, IPO, PE/VC), but over the past
five years, China has seen its market share
increase by 3-5 percentage points (ppts). In
China, a shortage of R&D facilities and rapidly
growing demand will keep vacancy rates low
and push rents to new highs, attracting new
investment and compressing yields.
This report aims to provide a basic
understanding of the Chinese life sciences
market, including industry growth drivers,
market dynamics and most importantly, the
real estate needs, trends and outlook. We've
selected two large life science companies as
the benchmark to figure out site selection
strategies. We hope to provide a reference for
landlords, end users, investors, governmental
departments, operators and other industry
participants.
Foreword
China Life Sciences
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2022View entire presentation