중국의 당뇨병 치료제 시장 : 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, China diabetes drugs market size in 2026 is estimated at USD 12.19 billion, growing from 2025 value of USD 11.49 billion with 2031 projections showing USD 16.38 billion, growing at 6.10% CAGR over 2026-2031.

This report is Segmented by Drug Class (Insulins, Oral Anti-Diabetics, Non-Insulin Injectable Drugs, Combination Drugs), Diabetes Type (Type-1 and Type-2 Diabetes), Drug Origin (Branded and Generic / Biosimilar), and Distribution Channel (Hospital Pharmacies, Retail Pharmacies, Online Pharmacies, and O2O Platforms). The Market Forecasts are Provided in Terms of Value (USD).

China Diabetes Drugs Market Trends and Insights

Rapid rise in diabetes prevalence & earlier disease onset

Prevalence climbed to 15.88% in 2023 and could reach 29.1% by 2050 if current patterns persist.Urban youth are being diagnosed earlier, extending lifetime demand for medicine and reshaping portfolio priorities toward long-term metabolic control. Beijing, Shanghai, and Tianjin report the highest incidence, yet rural enclaves are closing the gap as lifestyle and screening converge. This epidemiological swing forces firms to widen access beyond tertiary hospitals and design patient-support tools that span decades of therapy. Direct medical expenditure has already hit USD 165.3 billion, sharpening payer focus on drugs that deliver durable HbA1c control at sustainable prices.

Inclusion of more anti-diabetics in NRDL & volume-based procurement

The 2024 NRDL talks cleared 117 diabetes drugs with an 84.6% success rate, cutting median insulin prices by 42.08% and shifting share toward cost-effective brands.Standardized reimbursement compresses margins for premium imports but simultaneously drives volume for listed molecules by reducing patient co-pays. Domestic manufacturers benefit disproportionately; 71% of newly listed agents originated from Chinese firms. For multinationals, survival hinges on differentiating via novel mechanisms or fixed-dose combinations that escape bulk-purchase ceilings.

Margin squeeze from successive NRDL price cuts

Repeated reimbursement rounds are driving a race to the bottom, with some imported agents reporting exit discussions due to unsustainable economics. Companies must localize production or innovate out of commoditization by bundling devices, apps, or combination regimens that justify premiums. Smaller firms lacking scale are prime acquisition targets as consolidation accelerates.

Other drivers and restraints analyzed in the detailed report include:

1. Surge in GLP-1/tirzepatide launches and domestic biosimilars
2. Hospital-to-retail prescription outflow under dual-invoice policy
3. Intensifying safety scrutiny of long-term GLP-1 use

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Non-insulin injectables account for 31.34% of 2025 revenue yet deliver the fastest 10.12% CAGR, reflecting strong payor acceptance once NRDL listing is secured. Insulin still holds the largest 46.02% slice of the China diabetes drugs market share, but its single-digit volume growth contrasts sharply with double-digit uptake of GLP-1 and dual agonists. Tirzepatide's CNY 1,758 pricing undercuts earlier GLP-1 agents while showing over 20% weight loss efficacy, positioning it for rapid formulary wins. Oral DPP-4 inhibitors and SGLT-2 agents remain important entry therapies, often combined with GLP-1 injectables in advanced cases. Peptide capacity expansions by WuXi STA and Aurisco enable domestic suppliers to lower fill-finish costs, reinforcing competitiveness. Combination pens that co-formulate basal insulin with GLP-1 analogues are entering trials, promising simplified regimens and extended patent life. Because most new biologic approvals originate locally, domestic firms now own significant leverage during NRDL negotiations.

Sequential innovation is shifting clinical practice away from glycemic control alone toward holistic metabolic improvement. Many endocrinologists now start overweight patients on GLP-1 injectables earlier, a practice that could widen the China diabetes drugs market size for non-insulin products by an extra USD 2.62 billion through 2031. Meanwhile, insulin makers reposition ultra-rapid and time-in-range advantages to defend share. The pivot places pressure on production lines to flex between human insulin, analogues, and incretin mimetics to balance risk and sustain utilization.

Type 2 therapies generate 92.64% of 2025 sales and are forecast to expand at a 7.78% CAGR. Younger onset and higher obesity rates extend lifetime drug use, meaning even marginal improvements in adherence translate into substantial incremental revenue. Type 1 patients, though fewer, require complex multi-dose daily regimens and continuous glucose monitoring, fostering demand for sensor-integrated insulin delivery systems. Tonghua Dongbao's CNY 350 million insulin plant upgrade aims to secure domestic supply for both groups, hedging against import disruptions.

Polypharmacy is common: peripheral neuropathy sufferers consume an average of 4.7 active agents versus 3.77 for uncomplicated patients.Add-on antiplatelet and lipid-lowering drugs often come from the same manufacturers, giving them cross-selling advantages. As complication management rises in profile, companies that bundle cardiometabolic solutions around GLP-1 anchors will broaden their footprint within the China diabetes drugs market. Population-scale remote monitoring pilots in Shanghai suggest HbA1c can be trimmed 0.45% when tele-coaching is offered, improving outcomes for both Type 2 and insulin-dependent cohorts.

Complete Report Scope:

• By Drug Class
  • Insulins
  • Oral Anti-diabetic Drugs
  • Non-Insulin Injectables (GLP-1, Amylin, GIP/GLP-1)
  • Combination Drugs
• By Diabetes Type
  • Type 1 Diabetes
  • Type 2 Diabetes
• By Drug Origin
  • Branded
  • Generic / Biosimilar
• By Distribution Channel
  • Hospital Pharmacies
  • Retail Chain Pharmacies
  • Online Pharmacies & O2O Platforms

List of Companies Covered in this Report:

1. Novo Nordisk
2. Sanofi
3. Eli Lilly and Company
4. Merck
5. AstraZeneca
6. Boehringer Ingelheim
7. Pfizer
8. Takeda Pharmaceuticals
9. Janssen
10. Jilin Huisheng Biopharmaceutical Co,. Ltd.
11. Astellas Pharma
12. Gan & Lee Pharmaceuticals
13. Tonghua Dongbao
14. Jiangsu Hansoh Pharma
15. Hengrui Medicine
16. Innovent Biologics
17. Oramed Pharmaceuticals Inc.
18. Yichang Humanwell
19. Zhuhai Livzon

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Rapid Rise in Diabetes prevalence & Earlier disease onset
  • 4.2.2 Inclusion of more anti-diabetics in NRDL & volume-based procurement
  • 4.2.3 Surge in GLP-1/Tirzepatide launches and domestic biosimilars
  • 4.2.4 Hospital-to-retail prescription outflow under "dual-invoice" policy
  • 4.2.5 Internet hospitals & e-pharmacy platforms boosting adherence
  • 4.2.6 Venture & PE funding for peptide CDMO capacity in China
• 4.3 Market Restraints
  • 4.3.1 Margin squeeze from successive NRDL price cuts
  • 4.3.2 Intensifying safety scrutiny of long-term GLP-1 use
  • 4.3.3 Supply-chain bottlenecks for injectable-grade peptides
  • 4.3.4 Physician inertia toward newer drug classes in lower-tier cities
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technology Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Intensity of Competitive Rivalry

5 Market Size and Growth Forecasts (Value-USD)

• 5.1 By Drug Class
  • 5.1.1 Insulins
  • 5.1.2 Oral Anti-diabetic Drugs
  • 5.1.3 Non-Insulin Injectables (GLP-1, Amylin, GIP/GLP-1)
  • 5.1.4 Combination Drugs
• 5.2 By Diabetes Type
  • 5.2.1 Type 1 Diabetes
  • 5.2.2 Type 2 Diabetes
• 5.3 By Drug Origin
  • 5.3.1 Branded
  • 5.3.2 Generic / Biosimilar
• 5.4 By Distribution Channel
  • 5.4.1 Hospital Pharmacies
  • 5.4.2 Retail Chain Pharmacies
  • 5.4.3 Online Pharmacies & O2O Platforms

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Market Share Analysis
• 6.3 Company profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
  • 6.3.1 Novo Nordisk A/S
  • 6.3.2 Sanofi
  • 6.3.3 Eli Lilly and Company
  • 6.3.4 Merck & Co.
  • 6.3.5 AstraZeneca
  • 6.3.6 Boehringer Ingelheim
  • 6.3.7 Pfizer
  • 6.3.8 Takeda
  • 6.3.9 Janssen Pharmaceuticals
  • 6.3.10 Jilin Huisheng Biopharmaceutical Co,. Ltd.
  • 6.3.11 Astellas Pharma
  • 6.3.12 Gan & Lee Pharmaceuticals
  • 6.3.13 Tonghua Dongbao
  • 6.3.14 Jiangsu Hansoh Pharma
  • 6.3.15 Hengrui Medicine
  • 6.3.16 Innovent Biologics
  • 6.3.17 Oramed Pharmaceuticals Inc.
  • 6.3.18 Yichang Humanwell
  • 6.3.19 Zhuhai Livzon

7 Market Opportunities and Future Outlook

• 7.1 White-Space and Unmet-Need Assessment