2025Q1中国药品市场销售报告：抗肿瘤药一骑绝尘，零售端或成创新药“第二战场”

医药魔方2025-06-27

在医保支付改革推动下，药品院内外渠道正发生深刻变革。院内渠道因集采等改革，优化用药结构、降低采购成本；院外渠道借门诊统筹、双通道药房等政策迎来新机遇。医药魔方最新发布《2025Q1中国药品市场销售分析报告》，其数据来源于PharmaBI®IPM中国药品销售库，旨在通过专业分析及基础数据支持，解析院内外渠道销售格局的影响，为洞察市场提供依据。本文提炼报告核心数据与趋势，为行业从业者提供关键洞察，点击...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250627124030a7200141&s=b><strong>医药魔方</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在医保支付改革推动下，药品院内外渠道正发生深刻变革。院内渠道因集采等改革，优化用药结构、降低采购成本；院外渠道借门诊统筹、双通道药房等政策迎来新机遇。医药魔方最新发布《2025Q1中国药品市场销售分析报告》，其数据来源于PharmaBI®IPM中国药品销售库，旨在通过专业分析及基础数据支持，解析院内外渠道销售格局的影响，为洞察市场提供依据。本文提炼报告核心数据与趋势，为行业从业者提供关键洞察，点击...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250627124030a7200141&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2361044865.SGD","symbol_name":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) 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抗肿瘤药：靶向/免疫治疗药物主导双渠道● 该领域细分市场中，靶向/免疫治疗药物销售额占比超过60%，也是核心增长动力，在两个渠道都占据主导地位● 渠道存在一定差异。靶向免疫治疗药物中，小分子靶向药与抗体类药物齐头并进，但核心医院渠道中抗体类药物销售额高于小分子靶向药，贝伐珠单抗以最高销售额领跑；实体零售渠道则由小分子靶向药占优，帕博利珠单抗（K药）在零售端领跑2. 全身性抗生素：市场规模收紧从当前市场份额来看，β-内酰胺类还是最主要的抗生素类型，其中头孢菌素类、青霉素类市场销售额占比分别为41.6%和22.6%。然而抗生素市场规模整体下滑的原因也正是因为这几个主要细分市场的下滑。例如，受到集采、重点监控目录的影响，头孢噻肟、哌拉西林钠他唑巴坦等销售额下滑较多，大内环酯类抗生素中阿奇霉素也有明显的销售额下滑，这主要是由于支原体肺炎流行大年过去后，阿奇霉素的需求也随之大幅减少。分渠道来看，多个细分市场，特别是刚才提到的主要细分领域，都有不同程度的销售额下滑，仅氟喹诺酮类抗生素表现坚挺，在两个渠道都保持了正向增长。3. 降压药：RAAS抑制剂逆势破局传统CCB（钙通道阻滞剂）与RAAS抑制剂（血管紧张素系统抑制剂）的拉锯战出现新变化。尽管两者市场份额仍然较为接近，但RAAS抑制剂凭借明星产品沙库巴曲缬沙坦实现高增速，市场规模也与CCB形成了约40亿的差距。渠道布局上，院内由RAAS抑制剂主导，而院外则由CCB类以小优势领先。CCB类药物在零售端销售额超过院内，但在零售端销售额同比下滑0.8%；而RAAS抑制剂院内外销售占比基本均衡，两个渠道都有健康的增长。4. 糖尿病用药：热点不断，未来仍为风口● 胰岛素仍以近30%的市场份额占据第一，SGLT-2i、GLP-1 RA、DPP-4i紧随其后，几个主要赛道都表现出良好增长态势。● 增长动能不断：双胰岛素、基础胰岛素+GLP-1复合制剂、以二甲双胍为基础的FDC等新型产品，SGLT-2i跨界，GLP-1减重风潮都为糖尿病领域持续注入增长动能。企业竞争图谱：创新驱动下的洗牌与重构阿斯利康、诺华、恒瑞占据MAT2025Q1院内外合计销售额的前三名。根据渠道增长率矩阵分析：● 双高增长阵营 （院内外增速均超平均水平）：诺华凭借明星产品诺欣妥（沙库巴曲缬沙坦）和可善挺（司库奇尤单抗）的持续增长，叠加凯丽隆（琥珀酸瑞波西利）等新产品的上量，实现双渠道突破。● 零售单渠道突围阵营 ：默沙东成为典型代表。尽管院内疫苗业务受挫（九价HPV疫苗暂停供应）并遭遇集采冲击，但 帕博利珠单抗（K药）在零售端强势增长36%，驱动整体排名提升。● 双渠道承压阵营 ：扬子江药业因核心品种地佐辛被纳入重点监控导致院内销售大幅减少，零售端蓝芩口服液等中成药表现疲软，整体排名下降。渠道差异化排名●核心医院TOP20：罗氏因玛巴洛沙韦在流感季爆发性增长排名上升，强生依靠达雷妥尤单抗重返TOP20●实体零售TOP20：本土特色依然明显，华润三九、广药集团、同仁堂等传统药企凭借OTC、中成药占据半壁江山，默沙东因K药零售表现排名跃升产品榜单：四大慢病用药打通双渠道跨渠道TOP20重合药品揭示新趋势：甲磺酸奥希替尼（抗肿瘤）、沙库巴曲缬沙坦（高血压）、达格列净（糖尿病）、阿托伐他汀钙（高血脂）四类代表性慢病药物同时跻身双渠道TOP20，印证慢病管理全渠道布局的重要性。虽然特药和创新药越来越多出现在零售TOP销售榜单中，但两个渠道仍会保持一定的产品差异，例如核心医院TOP20中能见到较多医用溶液、麻醉剂、全身性抗生素等性质较为特殊的药品，而实体零售TOP20中，中成药、OTC、补剂类产品仍占据半壁江山。（点此下载报告，获取核心医院与实体零售渠道TOP20销售榜单）趋势洞见：创新药穿越周期之力1. 抗肿瘤赛道持续领跑：抗肿瘤药物双渠道增长率均领先，印证创新疗法商业价值2. 零售渠道战略价值凸显：跨国企业通过“院内失守零售补”策略对冲政策风险，默沙东K药的适应症拓张及医保外支付策略可为行业提供优秀案例数据说明与获取方式1）如上《2025Q1中国药品市场销售分析报告》的所有数据，均出自医药魔方PharmaBI®IPM中国药品销售数据库。PharmaBI®IPM中国药品销售数据库提供全国全渠道市场药品销售数据。整合多维度药品信息，支持新药监测、上市申报、招投标、医保和集采等多标签数据服务，协助客户完成中国全渠道药品市场总览,发现市场潜力,洞察市场趋势。2）本文数据均基于《2025Q1中国药品市场销售分析报告》，图表及详细分析请参考原报告。渠道TOP20重合药品揭示新趋势：甲磺酸奥希替尼（抗肿瘤）、沙库巴曲缬沙坦（高血压）、达格列净（糖尿病）、阿托伐他汀钙（高血脂）四类代表性慢病药物同时跻身双渠道TOP20，印证慢病管理全渠道布局的重要性。如需获取更多药品销售数据，可扫码申请试用。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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