Medical network - on November 28, China medical equipment who are the stars of the future?
This year, shen wan hongyuan issued a report depth for medical devices industry. The report on China's medical equipment industry in the development of the road of the future are analyzed in detail, and on the basis of the selected six big stars of the future in the field of medical apparatus and instruments core sub areas, IVD, high-value consumables, medical imaging, cancer center, medical robots and household appliance.
The report also enumerate the various sub domain investment potential huge a-share medical equipment company, to see who are respectively.
The following is related to the report content articles:
A, China's medical equipment industry: the road to the future
1, industry m&a integration with platform
Medical apparatus and instruments niche is numerous, but easy to touch the ceiling, most subdivision market scale is controlled in billions, platform development will be the mainstream.
Roche, medtronic and other international giants are growing through acquisitions. Domestic, YiXie merger cases increased dramatically, from the similar products of mergers and acquisitions, mergers and acquisitions to industrial chain, to the platform, industry consolidation has come, the new leading enterprises will continue to produce.
2, by the device to the service
"Product + services" business model, and the future simple production and marketing enterprises will be difficult to survive, only by constantly to provide more quality services to continue to grow. Dean diagnosis is the transformation of the typical case of service.
3, a single point of product innovation and breakthrough
Single point of innovation drive device companies occupy the market segment. In the ancestor of the second generation sequencing machine Solexa for example, in 1998 began to focus on the reversible sequencing technologies, 2007 by Illumina bought for $600 million, is still the global sequencers accounted for the highest company.
4, medical equipment intelligent Internet
Internet health + smart devices: big data platform and intelligent devices (including wearable devices and medical robots) will be the biggest direction of the development of medical service in the future. Medical equipment manufacturing enterprises expand medical informatization, healthy large data and slow disease management platform will be the next big trend.
Second, the stars of the future: focus on IVD, high-value consumables, independent image center, tumor treatment center, medical robots, household medical equipment in the areas of potential
Level of science and technology progress in China in recent years, with independent intellectual property rights of medical equipment technology maturity gradually. We refer to the developed countries the development of medical equipment, from the size of the market, industry growth, profit level, import substitution ability dimension selected six has a broad prospect of hot plate were introduced.
Stars of the future in key areas
1, the platform: the rise of giant
The world's large medical equipment company for mergers and acquisitions in recent years, the platform integration. Whether medtronic, Johnson &johnson and other international giants, or Germany, diving and other leading in domestic market, many category platform layout has become a trend. The next platform company will continue to the pattern of the strong stronger.
Platform is one of the giants: market
Into the domestic market in recent years to accelerate m&a is the most excellent instrument platform company. In 2010, the company acquired Beijing sida, interventional heart valve field, in the same year in qin Ming medical interventional cardiac pacemaker.
2014 PuZhongJie changes as the actual controllers, mergers and acquisitions, investment, the curtain went up on the company in the equipment, medicine, medical services, mobile medical and genetic testing frequently, but very professional to focus on their core cardiovascular field, build a complete industrial chain and cardiovascular medicine medical platform.
Company has been in shandong, henan, hebei, liaoning, shanxi and shaanxi provinces, more than 100 grassroots hospital set up multiple interventional medical center, planning the next three years to increase 300 county hospital departments to build.
Subsequent approval of biodegradable stents inflection point is expected to become the next performance.
Big platform # 2: diving medical care
Company independent research and development of 臵 needle, vacuum blood vessels and other medical consumables into the harvest, and have the high quality, high efficiency, talent and capital hospital supplies, such as polymer materials, in the future the company will increase investment, research and development strength.
From 13 years in sales began Internet + layout, online to further broaden the sales channel, the combination of the company also actively explore slow disease management model of "medical + Internet".
On machinery group after the acquisition, the company has as many as one hundred kinds of products, and nearly all specifications, covering family medical equipment, medical equipment, medical consumables, instruments, surgical instruments, Chinese medicinal adminstration of polymer materials and various aspects, such as category coverage and approval number of leading industry. Merger integration become the new growth point.
Outside, the layout internationalization strategy. Company in 2015 with ali, Pfizer health investment and the international first-class companies establish strategic cooperative relations; Set up subsidiaries in Germany, become the breach of the company's products are sold to Europe.
2, IVD market is big, fast growth and innovation hot spot mount
The immune diagnosis, molecular diagnosis and POCT will be the future development of key areas.
New area - chemiluminescence in the immune diagnosis, will replace the enzyme-linked immune to become the new mainstream of immune diagnosis, the market is expected to keep more than 25% of the annual compound growth rate in the future, and domestic chemical luminescence instrument and reagent contrast imports have huge cost advantages, will be China's medical equipment localization, health care reform deepening a indispensable part of the wave at the grass-roots level.
POCT: Chinese market annual compound growth rate of 30%, higher than the growth in international, also higher than that of in China IVD market overall growth, domestic brand compared to international brands also have significant price advantage.
One of IVD tap: progress
Company in 2015 due to individual raw material suppliers facing default due to export products of the company production process changes, affect the export business, the foreign trade business revenues. Well received this year the WHO site review of the company, international business is expected to recover.
Rich product line. 1. Blood screening successively in jiangsu, guangxi, hebei, gansu and jilin provinces in the centralized purchasing bidding success, has started peatlands. 2. Keep on new product research and development, currently has 19 chemiluminescence reagent registration certificate, is expected to expand to 40, 2016. 3. The dry chemical product line further perfect, is expected to become the core areas of growth. 4. Enter POCT and chemiluminescence niche, focus on long-term development.
The global layout, denotation expansion continues. Acquisition of TGS 100% stake and Altergon Italia diagnosis of business, and with the Kang Sheng universal, BDI biological testing equipment companies in the United States, such as cooperation, strengthen the domestic status of IVD tap and denotation expansion.
IVD leading # 2: mike creatures
Company r&d spending in 2015 nearly 60 million yuan, increased by 31%, among the similar male top, during the reporting period the blood coagulation analyzer, automatic I3000 chemiluminescence meter and more than 20 new reagents are listed, the promotion of the competitiveness of the produced products significantly.
Controlling, dyke, control of the domestic first-class streaming fluorescence technology platform. Gaston dyke independent research and development of "five classification blood instrument of fluorescent dye" has reached the international advanced level, product line can be involved in streaming urine sediment analyzer flow, flow cytometry and fluorescence immunity analyzer, etc. By holding company "full product line layout to further improve. Gaston dyke products to use existing sales channels to reach the company sales volume.
Company in southwest to consolidate the market, on the basis of established in hubei province and jilin mike, mike completed the central China and northeast market preliminary layout, layout the future, and to achieve export breakthrough is the inevitable direction.
3, high-value consumables superior profitability
The heart, bone is the core of high-value consumables profit source.
Stents prospects are bright. New incremental reform has brought the cardiovascular stent products market, namely, village, town, county, city as the center of grassroots medical market, the primary PCI operation requirements will be released. And domestic prices for imported products only 55-65%, larger probability to maintain domestic leading market situation.
The orthopaedic implant products are domestic new blue ocean. Halfway through domestic trauma products market share, but the joints and spine products accounts for only about 30%. Our country is in an aging society, osteoporosis incidence rate is as high as 60%, more than 50 years old population associated with conditions such as fracture, osteonecrosis, disability, huge demand for orthopaedic implant materials.
Henderson daxin: orthopaedic leading return to A shares
Henderson daxin (main petrochemical logistics service) to the listed company's assets and liabilities for 1.23 billion with weigao co, A subsidiary of weigao orthopaedic 6.06 billion for asset replacement, in weigao orthopaedic backdoor landing a-share market.
Weigao orthopedic products cover orthopaedic all three categories; With 71 item of medical device registration certificate 4 kinds of products, 6 FDA certification, the European quality certification; Covering more than 600 dealers, more than 800 more than 3 medical institutions. After the return to A shares to raise 1.2 billion matching funds to invest in the construction of five weigao fractures hospital, total more than 500 beds.
Orthopedics instruments leading enterprises, the orthopedic industry consolidation. Weigao orthopaedic occupy about 4.25% market share, the regression is given higher performance commitment, visible weigao determination, to the development of orthopaedics operations after a listing is expected to boost a new round of industry mergers.
4 is the long-term direction of medical imaging, image center
As the world's fourth largest medical imaging market in our country, the size of the market in 2018 is expected to reach $5.5 billion. National policy to encourage the establishment of a third party independent medical imaging center, the introduction of social capital can not only effectively reduce the pressure of the local finance and improve the basic medical service ability, but also can offer more business opportunities for equipment manufacturers.
+ cloud platform at the center of the "image" model of remote diagnosis, talents, resources, regional Shared Internet + medical treatment can help achieve corner overtaking image industry in our country.
China resources Wan Dong: image device and the image center tap
Company is a leading brand in the field of domestic medical imaging equipment, the main products to upgrade. 1. The company product line to intelligent production, improve efficiency and product quality. 2. Word of mouth upgrade: to shape WDM for domestic and international famous brands, and hope to improve customer satisfaction by differentiation. 3. Service upgrade: using remote monitoring technology combined full-time and part-time doctor the doctor the pattern, to further ensure the quality of filming and reading quality.
To control costs, streamline sales structure. Last year began to adjust the structure of marketing, marketing center to replace department, marketing assessment to the individual. Sales staff to cooperate with the agent. And share diving hospital sales channels, open channel for product promotion.
Construction of the third party image center, Wan Liyun ali health investment. 15 in the second half of the company to a third party image center "Wan Liyun" officially put into operation. March 16 years, ali health of Wan Liyun capital 225 million yuan, a 25% stake, help increase the company sales ability, is expected to further cooperation in the future.
5, a rapidly increasing cancer center
Gamma knife installed capacity is insufficient in China. At present, the radiation in the market, linear accelerator and gamma knife have different advantages, are highly complementary to each other. But a far cry from the installed base of gamma knife potential huge market.
2015 national health development planning commission to domestic machinery enterprises consult the licensing issues of large medical equipment configuration, configuration permit system is expected to be lifted, gamma knife is expected to achieve high growth. Area of focus to establish tumor treatment center is effective in the short term solution for the insufficient capacity of grassroots medical institutions. Imports, domestic equipment 10 times the price gap for domestic equipment with strong price competitiveness.
Milky Way creature: radiotherapy, proton therapy layout lead the country
Company mergers and acquisitions with independent invention patent of gamma knife domestic leading enterprises - Marcy's 100% stake, stripping non-performing assets, rapid transformation as a high-end medical equipment suppliers.
In addition, the company intends to GSL capital increase of $11 million, indirect hold us proton radiotherapy equipment advanced enterprise Protom10.8 % of the shares. Protom small proton knife has approved by the FDA certification, the company's future is expected to further their strength in the field of protons.
A number of future business go hand in hand. 1. Relying on the heap, continued to expand in high-end radiation medical equipment. 2. In the field of precision medical new technology to carry on the industry layout, focus on proton knives, feng dao, etc. 3. Cooperate with hospital, by radiotherapy equipment suppliers to develop the field of medical service providers. 4. Participate in third-party radiotherapy center mode.
6, medical robots form new alternative space
Medical robot surgical robot is the most representative and rehabilitation robot. WinterGreenResearch predicted that by 2021, the global scale will reach $20 billion surgical robot, rehabilitation robot for $3.2 billion, compared with 2014 rose by over 10 times.
Medical robots in our country, it seems belong to high-end products, certainly will makes the medical insurance fund pressure, but our country is in the stage of labor costs rising, coupled with the global investment boom, medical robot industry is expected to grow to the super speed of Moore's law, quickly reduce the cost. Social irreversible aging population, China will become a patient population most countries around the world, the huge demand for medical robots make our medical institutions for higher bargaining power, is expected to further reduce the purchasing cost. So the comprehensive configuration medical robot will be a big trend in the future.
7, household medical equipment + slow disease management platform
Recuperated with care, as the main function of the household medical equipment and auxiliary treatment of chronic pain as the main function of family medical supplies market development prospect.
In addition, most of home medical equipment belong to class I equipment, technical content is not high, and low prices due to intense competition, low profits, the future manufacturing enterprise mergers and acquisitions will be a big probability event.
In there are varieties of home medical equipment, industry short-term ceilings, enterprises will be from manufacturing sales equipment to provide services is inevitable logic.
MengFaLi: make household health service platform
Product line is full, turned to the "product + services" strategic layout. Company product line has covered model body, beautiful skin massage products, small appliances, blood pressure, blood glucose meter, air purifier, etc., can provide comprehensive family health care products. Cooperate with good recognition, set up home health services platform, will bring new sales channels and marketing for the company. Payment of 26.2243 million euros for MEDISANA company, integrating MEDISANA rich family health product line, make comprehensive health management system, "product + services" for the company strategic layout and lay the foundation.
With the aid of the capital market, accelerate the internationalization of the layout. 1. Buy brand OGAWA Malaysia, in Taiwan, Japan and South Korea market. 2. Set up subsidiaries in North America to Cozzia brand to develop the us market. 3. Good in Taiwan set up the Taiwan international, open the market in Taiwan. 4. To acquire a 51% stake in South Korea REPTECH companies, massage market in South Korea. |
