India is 'no replacement' for China in pharmaceutical supply chain: Consultant

在医药供应链，印度“无法替代”中国

Sam Radwan from Enhance International says China's sheer dominance in APIs (active pharmaceutical ingredients) makes it crucial in producing even the most basic meds. He says China is irreplaceable in the global pharmaceutical and biotech market, and that tariffs will lead to inevitably higher healthcare costs.

Enhance International（增强国际）的萨姆·拉德万表示，中国在原料药（APIs）领域的绝对主导地位，即便在生产最基础药物时也至关重要。他指出，中国在全球制药和生物技术市场中不可替代，而加征关税将不可避免地导致医疗成本上升。

以下是各国网友的评论：

roro-v3z
China is at lead in almost all technologies, and innovation is rising. I think people who have not worked or been to china underestimate how advanced china is

中国几乎在所有科技领域都处于领先地位，创新能力也在不断提升。我觉得没在中国工作过或没去过中国的人，都低估了中国的发达程度

oceanwave4502
China is producing raw materials for medicine, plus cutting-edge research and development. India may have some pieces of the cake anywhere in the middle.

中国在生产医药原料，还做前沿研发。印度可能只在中间环节分了一小块蛋糕

JeanGunnhildr88
Their media keep showing same clip about China from 80s so I don't think we should blame them. It's their media that didn't warn them what is coming.

他们的媒体一直播放80年代中国的老画面，我觉得不该怪他们。是媒体没提醒他们现实已经变了

ssuwandi3240
No thanks for fentanyl

谢谢，我们不需要芬太尼

iamsheep
@daanishpadha5261 hahaha typical of people like you What he said was literally stated by American think tanks, which resulted in the banning of sales in critical chip tech to China.

哈哈，你们这种人就是这样。他说的话其实是美国智库的观点，结果导致中国被禁止购买关键芯片技术

Jiajiajia456
@JeanGunnhildr88 Because the media and local people like to watch those clips. After watching these video clips, they can increase national confidence.Make them feel that India has won.

媒体和当地人就喜欢看那些画面。看完后能增强民族自信，觉得印度已经赢了

BabaYaga826
@daanishpadha5261 Multiple Jets from the world 4th Military Ranking India were shoot down by a nation not qualify in Top 10 ranking. USA and France & India CDS confirmed India SHAMEFUL lost to Pakistan.

世界军力排名第四的印度，多架战机被一个排名前十都进不了的国家击落。美国、法国和印度国防参谋长都确认，印度惨败给巴基斯坦，太丢人了

KhunYasoboyYaso-i5c
Actually India depends on China for more than 80% of the pharma industry raw materials API. Not just 50, 60%.

实际上，印度制药业80%以上的原料药（API）都依赖中国，不只是50%、60%

nomulahemanth3109
If ur studying about Indian Industry since the Pandemic You would know the Truth coz since 2020, India's PLI increased API Production in India and led to 30-40% Sourcing within India itself

如果你研究过疫情以来的印度工业，就会知道真相——2020年以来，印度的生产挂钩激励计划（PLI）推动了国内原料药生产，现在30-40%的原料可以自给自足了

remix-yy1hs
@nomulahemanth3109 so they still get 80% from China.

所以剩下80%还是从中国买的

sxz62
Most of the raw materials used at Indian pharmaceutical companies are from China. How can India replace China in this field?

印度制药公司用的大部分原料都来自中国，怎么可能在这个领域取代中国？

leahcasey2678
Travel around New Delhi, and then do the same in Beiing. Then try and convince yourself that India can replace China. Companies don't just manufacture in China because of labor cost ... it's because of integrated supply chains, quality control, resource availability, transportation hubs, productivity and stability.

去新德里转一圈，再去北京转一圈，然后试着说服自己印度能取代中国。企业来中国生产不只是因为劳动力成本低廉，还因为这里有完整的供应链、质量控制、资源供应、交通枢纽、生产效率和稳定性

missbloxyiii8081
Yes we can and we will do it ,what you saying is correct at the moment but I But don't forget india also building smart city's, spend billions on dollar in infrastructure and most importantly don't forget that once china was what india is now ok nothing is impossible

我们能做到，也一定会做到。你现在说的没错，但别忘了印度也在建设智慧城市，在基础设施上投入了数十亿美元。最重要的是，别忘了中国曾经也和现在的印度一样，没什么不可能

FabioCapela
@missbloxyiii8081 It would take decades, though, and that's assuming India's government doesn't falter in develo its supply chains and logistics.

不过这得花几十年，而且还得假设印度政府在发展供应链和物流时不出岔子

Chisobhaneko
@missbloxyiii8081 which smart cities? Dholera? its still emply after 15 years.. Modi announced 100 smart cities 12 years ago.. still not 1 is completed LOL

什么智慧城市？多勒拉吗？15年了还是空城。莫迪12年前宣布要建100座智慧城市，到现在一座都没建成，哈哈

hastingz9948
@missbloxyiii8081 never, india is too comfy they got everything from their parent GB

永远不可能。印度太安逸了，什么都靠“英国爸爸”给

potblack243
@missbloxyiii8081 what smart city? smart city by indian standard is 6 lanes tarmac road, several high rise buildings, several flyover. Thats enough for indian to call it smart city.

 什么智慧城市？印度标准的智慧城市就是六车道柏油路、几栋高楼、几座立交桥。印度人觉得这样就叫智慧城市了

evens1262
@potblack243 You damn right. I've been to both countries, I am almost shocked when the majority of Indians think they are way ahead of China

 太对了。我两个国家都去过，大部分印度人觉得自己远超中国，让我震惊了

stablecoffee27
@missbloxyiii8081 it took china the entire world and no wars for 30 years, i doubt india can even come close to that, the indian ppl are way too relaxed to be working for what the chinese did. It's not only about producing products but also the cost has to be cheap enough for us to buy it lol. Ik that sounds fkd up but it is what it is.

中国用了30年，没打仗，还融入了全球体系，我怀疑印度连边都够不着。印度人太放松了，没法像中国人那样拼命工作。这不只是生产的问题，还得让成本低到我们买得起，哈哈。我知道这听起来很扯，但事实就是如此

itzpierre007
This India vs China discussions are delusional. India has a century or more to catch up to China. Indians can even feed themselves and we are here comparing them to China.

讨论印度和中国谁强谁弱简直是妄想。印度得花一个世纪甚至更久才能追上中国。印度人连自己都养不活，我们居然还在这比来比去

LCCATCX
@missbloxyiii8081 "china was what india is now ". The problem is both India and China were more or less the same 40 years ago and India IS STILL like what China was 40 years ago!

 “中国曾经和现在的印度一样”。问题是40年前中印差不多，现在印度还停留在中国40年前的样子！

kirandatta7278
So basically China is number one in most of the field

所以说，中国基本上在大多数领域都是第一

yongchen8204
China has an infrastructure advantage against India has. Also China has excessive well trained talents in every sectors of manufacturing and scientific disciplines; also China has the friendly environment for private bussiness to develop and to build products that are scalable, affordable, quality and quantities people in the world consumers want to buy

和印度比，中国有基础设施优势。而且每个制造和科研领域都有大量训练有素的人才；中国还有利于民营企业发展的环境，能生产出规模大、价格低、质量好、产量高的产品，全世界消费者都愿意买

wxxcable
Those two countries are not in the same room, period. The only country (ies) at the same level as China is the USA and India in their Bollywood movies

这两个国家根本不在一个层次上的。唯一能和中国比肩的是美国，而印度只在宝莱坞电影里能行

tdepp1178
Cannot compare India to China, they are too far apart. The only thing similar about these two countries is their population size. Japan, South Korea and some ASEAN countries have a better chance of replacing China.

印度和中国没法比，差距太大了。两国唯一相似的地方是人口规模。日本、韩国和一些东盟国家更有可能取代中国

eurko111
Japan and South Korea??? Their economies have been stagnating

日本和韩国？他们的经济早就停滞不前了

ServantChief
Deveṣu, rāṣṭreṣu ca, cetayatu — Bhāratavarṣaḥ prabuddhaḥ.
“Taivān-bhūmau yadi balaprayogaḥ kṛtaḥ syāt, tarhi na kevalaṃ ekasya rāṣṭrasya parābhavaḥ syāt, kintu samasta dharmaśakteḥ avamānaḥ api.”
“Āgacchati cet ākramāṇam, smarantu — Bhāratam na tu mūkam, na tu durbalam. Yuddhāya na prārthayate, parantu dharmarakṣaṇāya sannaddham.”
“Yadā yadā hi dharmasya glānirbhavati Bhārataṃ jāgrati. Yatra Buddhaḥ, yatra Bhīṣmaḥ, yatra Kṛṣṇasya rājanayaḥ ca, tatra Sudarśanaṃ api asti.”
“Vayaṃ sīmāṃ na laṅghayāmaḥ, parantu sīmā rakṣāmaḥ.”

众神与诸国听好了——印度已觉醒。

“若有来犯，切记——印度非愚夫，亦非弱者。不求战，但为捍卫正义必战。”

“每当正义沉沦，印度必觉醒。佛陀所在之处，毗湿摩所在之处，奎师那之王所在之处，皆有圣轮庇佑。”

“我们不越界，但必守界。”

hydoffdhagaweyne1037
India might be a replacement for China in low-value manufacturing, but not for pharmaceuticals or high-value manufacturing.

印度或许能在低附加值制造业中替代中国，但在制药业和高附加值制造业中不行。

vipxkj8198
India struggles even with low-value manufacturing. The two governments operate in fundamentally different ways: China encourages scaling up low-value manufacturing, advancing industrial automation, integrating supply chains, and improving logistics to reduce costs. It offers tax incentives and subsidized factory facilities based on industry prospects. India, however, focuses solely on taxation and fails to provide systematic support services. Consequently, even as China faces rising labor, land, and material costs, many Chinese products remain more competitive than their Indian counterparts.

印度连低附加值制造业都举步维艰。两国政府的运作方式根本不同：中国鼓励扩大低附加值制造业规模，推进工业自动化，整合供应链，改善物流以降低成本，并根据行业前景提供税收优惠和工厂设施补贴。然而，印度只关注税收，未能提供系统性的支持服务。因此，尽管中国面临劳动力、土地和原材料成本上涨的问题，许多中国产品仍比印度同类产品更具竞争力。

Mike-e4z7c
If a foreign company can produce and be profitable in India, they can be successful anywhere in the world even on the moon.

如果一家外国公司能在印度生产并盈利，那它们在世界任何地方甚至在月球上都能成功。

Joe-ij6of
"irreplaceable component of the healthcare supply chain"
Irreplaceable!? Not if you're okay with blowing up your own healthcare system with cuts, supply chain issues, and price increases.

“医疗供应链中不可替代的组成部分”。不可替代？！如果你能接受因削减开支、供应链问题和价格上涨而搞垮自己的医疗体系，那当我没说。

ricklearn16
Good insight. I also got similar insight into the efficacy of Chinese antibiotics from a respected infectious disease doctor in California ten years ago. I am sure it has only improved since then.

见解深刻。十年前，一位加利福尼亚备受尊敬的传染病医生也对中国抗生素的疗效有过类似评价。我相信从那以后，情况只会更好。

ankittyagiishere
Medical devices aside but India has a 50% global market share in Active API DMFs. APIs are the lowest end of the value chain in pharmaceutical manufactuing anyone can make it, its purely a cost play.

先不说医疗器械，其实印度在活性原料药药物主文件（Active API DMFs）方面占有全球50%的市场份额。原料药是制药制造价值链的最低端，谁都能生产，纯粹是成本竞争。

backpropagation8365
The issue is APIs are extremely polluting basic chemicals. These are not complex molecules. The problem is countries like India need to reduce pollution prevention laws to encourage mining and dirty manufacturing. I am not sure this will happen in India or other countries with de ocracies. China simply can get their people to accept toxc environments for the sake of GDP numbers much more than de ocratic countries like India.

问题在于，原料药是污染极大的基础化学品，并非复杂分子。关键是印度这样的国家需要放宽防污染法律，才能鼓励采矿和高污染制造业的发展。我不确定印度或其他国家能否做到这一点。为了GDP数据好看，东大显然更能让民众接受环境破坏，这一点比印度强得多。

coco-ni9ks
China is a superpower, while India is a Third World country. Stop daydreaming and stop making comparisons.

中国是超级大国，而印度是第三世界国家。别再做白日梦了，也别再比较了。

cricketcavalry1824
In India tablets are ,like flour mixed with metal to hold the shape. Pakistan actually has quality medicine which won't cause major side effects.

在印度，药片就像用面粉混合金属来定型。实际上，巴基斯坦的药品质量更好，不会产生重大副作用。

JackRyan8962
we are working on API wait some years that dependence will be gone soon we use to have good API companies till those mass dum starrted and our companies was not able to compete and now china is increasing the API prices like crazy because there is no alternative so yeah supply chians are activated to materialise it would require atleast 5 years from now on.

我们正在努力发展原料药产业，再过几年这种依赖就会消失。我们原本有不错的原料药公司，后来外国产品大规模倾销，我们的公司才无力竞争。现在中国因为没有替代品而疯狂提高原料药价格，目前我们的供应链已经启动，至少需要五年时间才能实现自给自足。

nantakumaran9789
India needs to bring scientists , engineers technocrats ss Pm , Ministers ,Industry leaders right up yo local govt level . Rate esrth msgnets isdue shies Indisn stipidity ,eant to doend billion on buying jet fighters ,build dosce station etc but fud not firsee the rare eearth n crtiva minerals etc . Brainpower if scientist engineers etc wasted on military ,n jet fighters spaclce station etc but unable to develop rare earth magnets, electronics , machinery for production etc.

印度需要让科学家、工程师、技术专家进入总理、部长、行业领袖甚至地方政府层面。印度的愚蠢在于，宁愿花费数十亿美元购买战斗机、建造空间站等，却未能预见稀土和关键矿产的重要性。科学家和工程师的智慧被浪费在军事、战斗机、空间站等方面，却无法开发稀土磁铁、电子设备和生产机械等。

Ka31568
As an Indian, I wholeheartedly agree — India is not China. But I can assure you that both the Indian government and its people are giving their best in advancing on every front, from infrastructure and technology to civic sense. We are making strong progress in areas like AI, semiconductors, green energy, space technology, and social welfare — including the civic awareness that often draws criticism. India has no desire to imitate anyone. We’re growing in our own way, with our own values. India will be India. This is sha up to be a great century for Asia.

作为印度人，我完全同意——印度不是中国。但我可以向你保证，印度政府和人民都在尽最大努力在各个领域取得进步，从基础设施和技术到公民意识。我们在人工智能、半导体、绿色能源、空间技术和社会福利等领域正在取得显著进展——包括经常招致批评的公民意识。印度不想模仿任何人。我们正以自己的方式、凭借自己的价值观成长。印度永远是印度。我们将迎来亚洲伟大的世纪。

继续阅读：原料药   医药   供应链

此文由 三泰虎 编辑，未经允许不得转载！：首页 > 印度看中国 » 中国在原料药领域占据绝对主导地位，印度在医药供应链“无法替代”中国