Medical network on December 22 - domestic large medical equipment, such as CT, MR break with more than 20 years time, all the way to squeeze foreign second-hand equipment in China, enhance their own quality, trying to shoulder and even beyond, with imported foreign brand instruments has formed neusoft, Wan Dong, shadow, MR tay and so on several big brands to the according to the party.
Continue at the same time, although the policy, their own progress, but some ways of breakthrough are domestic equipment is still pleased with acerbity, one side with GPS for import substitution, constantly improve their own quality, change the habits of users to use imported products have a long way to go. After the import substitution, corporate evolution and to compete in the local will be heated.
From no to "go out"
China's own large medical equipment real development beginning in the 1990 s, take the lead in a blossom bud is CT. In CT was invented in the sixth year, in 1977 China began to introduce CT, there were only a few big hospitals to introduce skull CT machine and initial body scanning CT machine. In 1994, China has experienced the introduction of second-hand CT machine peak, CT began in the national hospital and military garrison hospital at or above the county level. In 1998 the national total installed capacity of about 3800 CT machines, including second-hand CT accounts for about 48%.
In computed tomography (CT) introduced in China for 20 years, China has its production of CT. Was the first to break the situation, mainly imported and used is neusoft medical treatment. Data show that in 1997, neusoft group production of the first domestic commercial CT. , neusoft medical opens a branch to leaf in the field of large-scale medical equipment, has from the CT, MR and PET/CT of the eight series of products, covering radiology images, routine inspection, radiation and nuclear medicine three areas of comprehensive health care solutions.
History of the industry, according to the comments of neusoft medical breakthrough, almost is the development of China's large medical equipment timeline, with 1997 listed on the Shanghai stock exchange Wan Dong medical (formerly known as CRC Wan Dong), the Thai health millennium age established chengdu, in the first decade of this century's rookie tail tip was set up in the shadow of a few companies.
Since CT into China, China's imports of large medical apparatus and instruments is to give priority to, GPS has been formed by the industry's big three (GE, philips, Siemens). GPS long-term monopoly in China's medical equipment market, from high-end, the big three to the low price, the medical institutions, medical institutions from CT to MR.
GPS long-term monopoly, domestic break through difficult factors are many. Neusoft medical CEO Wu Shaojie tells a reporter, Chinese large medical equipment research and development time is late, the most fundamental reason lies in the domestic high-end medical equipment, the lack of core technology and brand competitiveness.
Neusoft medical treatment, for example, neusoft medical apparatus and instruments or coincidence, today, neusoft r&d capacity and rooting from the coincidence. According to media reports, because the chance of a successful repair imported CT machine, northeastern university, the research team began to focus on independent research and development of domestic CT, computer imaging center at northeastern university was established in 1989, neusoft CT prototype developed in 1994 and through the national testing, in 1998, neusoft push China with complete independent intellectual property rights of systemic CT and realizing industrialization.
There is a unknown story is widely known, neusoft has production joint venture with philips CT. This period of ten years experience of joint ventures, objectively promoted the neusoft medical multinational equipment giant product quality management and so on r&d management into their own strength, also laid the groundwork for the rise of neusoft medical since then. But joint venture decade, have bitterness, the first is the price, because of "brand equity", the same CT produced products on the production line, labeled as multinational giants after the price is several times the price of domestic brands.
Almost as neusoft medical equipment road step Wan Dong medical treatment at the same time, after 20 years development, more focused in the large medical equipment in the nuclear magnetic resonance (NMR), currently has four series of superconducting magnetic resonance medical system. The Thai health also spend the most energy in nuclear magnetic resonance (NMR) system, currently has two series of products in the MR. As a rookie in the league, in CT, MI, MR, DR several dimensions, respectively in the MR and CT launched two series products.
In addition to domestic competitors in China, domestic large YiXie also go abroad, will bring to the world Chinese wisdom. Public information, neusoft medical CT export to Turkey for the first time in 2002, exports in North America for the first time in 2003, neusoft medical now in the United States, the united Arab emirates, Peru, Kenya, Russia has subsidiaries, set up offices in Vietnam and the world's three largest logistics center, eight service station, preparation of subsidiary in Brazil and Germany and SKD products production base, at the same time, neusoft medical care is in the national equipment partner, has undertaken more than 50 countries, more than 60 project tasks, the recipient installed more than 70 sets of large medical equipment, CT, MRI, X-ray machine, ultrasonic devices, such as distributed in Africa, the Middle East, central Asia, South Asia, eastern Europe, South America, Oceania and other regions, its products have the service of the global 109 countries and regions, more than 9000 medical institutions. The Thai health told reporters that the magnetic resonance (NMR) products since 2013 to increase international market development, at present have been sold to the United States, Britain, Russia, Turkey, Thailand and other 13 countries overseas.
With GPS to compete
According to media reports, the rise of domestic CT were forcing foreign second-hand CT to be being washed out gradually, and import CT also slashed prices, fell to 20% - 20% on average.
Although local equipment companies are growing, forced imported equipment prices, but the current domestic large medical equipment, such as CT, MR market still is given priority to with "GPS", according to data, GPS accounted for over 70% of the high-end medical equipment market. , according to media quoted the state development planning commission of the absolute number of domestic medical equipment and even more than 80%, but focus more on the mid-range. With expensive and imported medical equipment, technology integration, high content of science and technology advantages, occupying the top of "pyramid" of medical equipment, to the number of less than 20% proportion, won 90% of the market price. In addition, the association of Chinese medicine materials released by the "2013 China medical equipment blue book" statistics, import medical equipment price is generally higher than that of Europe and the United States, such as country of origin of 50% - 50%, such as TOMO radiotherapy system equipment, in countries such as Europe and the United States, more than $2.5 million, our country imports more than $5 million in more.
On r&d for domestic equipment enterprise, constantly send force of its own products, at the same time to ensure the cost-effective, in the market, continuously break through the siege of GPS. Industry insiders have revealed that about 20% of domestic equipment than GPS price advantage.
For a long time, domestic equipment with the price in the mid-range price in the market place. But in recent years, along with the GPS have also strengthen localization, low price of the products, the domestic enterprise survival space was strong competition. To live under the extrusion of GPS, local companies are taking the suitable strategy, in addition to continue to play "cost-effective" brand, have also chosen the differentiation strategy.
The Thai health told reporters frankly, under the GPS low price competition strategy, like other domestic brands, the Thai does face market share was further squeeze pressure. For county-level hospitals in the market, the Thai through cost-effective, financial solutions, "platinum" after-sales service, integrated solutions, such as medical imaging center to deal with GPS low price competition.
Neusoft medical chose to swim back, more research and development, in the high-end devices. In the field of CT, neusoft medical from double, 16th floor, all the way to the 64-64 to advance the whole series CT products, which in 2015 successfully developed NeuViz128 MDCT become China's first with independent intellectual property rights of 128 layers spiral CT, and the domestic independent research and development production of high-end products.
In order to in high-end equipment, further, neusoft medical research and development of continue to overweight, especially in the independent brand operation, bumper to cast. At the end of 2014, hony, Goldman sachs, neusoft holdings and spend 1.6 billion yuan to capital increase of neusoft medical, in July, neusoft medical finished second capital settlement and the equity transfer formalities, and established the new board of directors, the company in the true sense into numerous actual controllers of the company, perfect the new company structure adjustment. And the way the IPO to advance.
According to neusoft medical treatment, in the future, under the capital power, neusoft medical will increase investment in research and development, expand market share at home and abroad, and through the acquisition and merger more measures to accelerate the development, to supplement the production lines and lines of business, etc. Wu Shaojie said, neusoft medical r&d spending accounted for revenue ratio as high as 14% in 2015, in the future, will will also in except in shenyang, Beijing, Shanghai and other places set up r&d center; On the project, in addition to continue to invest their own the most leading CT, will continue to input magnetic resonance, ultrasound, RT, PET/CT, IVD, etc., does not rule out by buying into the new field of neusoft medical previously untouched.
Positive and implicit pressure
National related department policies support the development of the domestic equipment, both for companies to encourage research and development production, or is in the public bidding for preferential policies. National health development planning commission have start good domestic medical equipment selection work, this is the first time that our country domestic medical equipment for open selection, and form a good catalogue, focus on promoting tertiary first-class hospital application domestic medical equipment. In 2015, the transformation and upgrading of medical equipment in China, policy of party a total of 18 department documents, issued by national policy paid close attention to the development of medical equipment. In August of this year, the ministry and the notice, high-end in high-performance medical apparatus and instruments as the five engineering is one of 11 focus areas of equipment innovation engineering. On September 18, the ministry, national health development planning commission jointly promote the development of domestic medical equipment work meeting, demanding higher domestic medical device market competitiveness, accelerate the pace of "going out" of domestic equipments.
In the related policy to encourage and domestic enterprise development under the condition of increasing investment, including CT, the share of the domestic equipment in the rising stage gradually. With industry data statistics, in 2014 MR accounted for 22% market share of domestic equipment, rose to 44% in 2015. CT market, domestic equipment in 2014 accounted for 9% market share, to rise to 28% in 2015.
Although the national policy to encourage the development of the domestic equipment, but the concrete enterprise can also look at how much material benefit policy fall to the ground and execution. Had related businesses, head of bitterness to the reporter, although who planning commission called for purchasing home-made equipment for hospitals, but sometimes the equipment parameters in bidding has been ruled out domestic equipment. In addition, once got the kind of equipment procurement, hospitals or more would like to add their own money, purchasing equipment of the multinational enterprise. In addition, the big three doctors accustomed to the foreign brand products for a long time, suddenly switch to domestically produced equipment, does have some difficult to adapt to in a short time. The officials say the hope to be able to at home appliance products under the premise of quality assurance, are more powerful policy to promote local equipment in hospital, changing the doctor inherent impression of home-made equipment.
Industry insiders told reporters, actually the imaging point of view, the domestic equipment can satisfy the need of clinical use, and domestic equipment price still has the advantage, in addition to public hospital in the market, because of the social capital to run medical boom, the continued growth of the number of public hospital also objectively expanded medical equipment market capacity. Wu Shaojie tells a reporter, in the customer of neusoft medical, civilian battalion hospital at the same time of steady growth, the purchase of public hospital growth also shows very good posture, especially secondary hospital. Look from the domestic market, neusoft installed capacity in third place, is located in GE, Siemens. The Thai medical said also to the public hospital market actively.
, according to the China association of medical supplies medical devices branch is expected in 2015-2020 China's medical equipment industry will be developed by an average 20% growth in 2020 to China's medical equipment industry sales will achieve 500 billion yuan of above.
After four years, the Chinese race of large medical equipment market and who are slightly inferior, who feel dejected, today to see. In the domestic equipment completion of import substitution, competition between local instrument is what appearance? |
