Grasping the trend of import substitution: What investment opportunities are there in the medical device field?
The entire Chinese medical device market was 480 billion in 2015. This is a huge market space. Looking for investment opportunities and grasping the evolution of the industry is key. So what is the changing trend of the medical device industry , and how to grasp it? Zhao Hong, Managing Director of Share Investment, has long been concerned about the field of medical devices and has deep thoughts and unique insights on the above issues. The following is Zhao Hong's share of investment trends in the medical device sector: In 2015, the national market for ultrasound, nuclear magnetic and CT were 7.7 billion, 8.9 billion and 8.2 billion respectively. This is the latest figure released at the annual meeting of the China Medical Equipment Association held in Guiyang on July 16, 2016. Even with some moisture, this set of numbers is still very large, making people drool. These three types of products are only a few representative ones in the imaging equipment. All the imaging equipments together have more than 30 billion, which is still less than one tenth of the entire medical device market. According to the statistics of the Equipment Association, the entire Chinese medical device market was 480 billion in 2015. Ultrasound, nuclear magnetic, CT, these three types of products, although the market size is not much different, it is a very different rivers and lakes. According to the statistics of the equipment association, the entire Chinese medical device market was 480 billion in 2015. After more than ten years of development competition, the market below the mid-end of ultrasound has long been the world of domestic manufacturers. There are nearly 100 registration certificates. Through various OEMs, it is as simple as making computers in Zhongguancun. GPS firmly grasps the mid- to high-end and high-end markets, and strictly guards the penetration of Mindray from the mid-end to the mid-to-high end. Compared with the price of hundreds of thousands of ultrasound, the number of nuclear magnetic machines is tens of millions, which is obviously not conducive to the sales of domestic enterprises, especially entrepreneurs. In addition, the integration of several important components of nuclear magnetic and image processing are much more difficult than ultrasound, resulting in the nuclear magnetic market is mainly occupied by foreign capital. CT is the most difficult type of equipment to integrate. I want to fix the tube high-pressure detector together, let the hundreds of kilograms of this iron rotate at a speed of less than 0.5 seconds, and have to connect the power supply to the image signal guide. Come out, it is also drunk. The result is that domestic CT companies still account for less than 10% of the entire market. I take ultrasound, nuclear magnetic and CT examples because they can discharge a relatively beautiful series of equities if they are ranked according to the market share of domestic brands. In fact, there is one that should be ranked at the forefront, DR, there is almost no foreign investment in this field, and domestic brands have already reached the stage of melee. A little bit of winterfell outside the city, the bow and arrow volleying cavalry interspersed after the infantry smashed flesh and blood. meaning. At the same time point, ultrasound, nuclear magnetic, and CT present a very interesting historical section of the development of the subdivision. Several sub-divisions with similar market sizes are in such a different import substitution process. Gun-Type Curing Light,Gun-Type Led Curing Light,Gun-Type Light Curing Unit,Gun-Type Bluephase Curing Light Rolence Enterprise Inc. , https://www.rolencedent.com