Zvichifambiswa nekuenderera mberi kwekuwedzera kwekupinda mukati mekuvhiyiwa kusinganyanyi kupindira uye mitemo inosimudzira kuvandudzwa kwemidziyo yekurapa, musika weChina wezvekurapa endoscope wakaratidza kukura kwakasimba muhafu yekutanga ye2025. Misika yese yakaomarara uye inochinjika endoscope yakapfuura 55% gore negore kukura. Iko kubatanidzwa kwakadzama kwekufambira mberi kwetekinoroji uye kutsiva mudzimba kuri kufambisa shanduko yeindasitiri kubva pa "kukura" kuenda ku "mhando nekusimudzira."
Kukura Kwemusika uye Kukura Momentum
1. Pakazara Market Performance
Muhafu yekutanga ya2025, musika weChina wekurapa endoscope wakaramba uchikura nekukurumidza, nemusika wakaomarara endoscope uchiwedzera nepamusoro pe55% gore-pagore uye musika unoshanduka we endoscope uchiwedzera nepamusoro pe56%. Tichityora manhamba nekota, kutengesa kwemukati endoscope mukota yekutanga kwakawedzera neinosvika 64% gore-pa-gore mukukosha uye 58% muhuwandu, zvakanyanya kudarika mwero wekukura kwemidziyo yekufungidzira yekurapa (78.43%). Uku kukura kwakafambiswa nekuwedzera kwekupinda kwekuvhiyiwa kushoma (nyika endoscopic process vhoriyamu yakawedzera ne32% gore-pa-gore) uye kudiwa kwekuvandudza michina (equipment upgrade policy yakawedzera 37% kuwedzera kwekutenga).
2. Kuchinja Kwemaitiro Muzvikamu zveMasika
• Rigid endoscope market: Kuisa pfungwa pakati pemhando dzekunze kwakawedzera, Karl Storz naStryker vachiwedzera mugove wavo wemusika wakabatanidzwa ne 3.51 percentage points, zvichikwidza chiyero cheCR4 kubva pa51.92% kusvika pa55.43%. Vanotungamira mhando dzemumba, Mindray Medical uye Opto-Meddy, vakaona musika wavo wemusika uchidzikira zvishoma. Nekudaro, Tuge Medical yakabuda semukundi anokatyamadza aine gore-pa-gore kukura mwero we379.07%. Yayo 4K fluorescence laparoscopes yakawana 41% yekubhidha budiriro muzvipatara zvepuraimari.
• Flexible endoscope market: Chikamu cheOlympus chakadonha kubva pa37% kusvika pasi pe30%, ukuwo Fujifilm, Hoya, nemhando dzepamba Aohua neKaili Medical vakaona kuwedzera kwe3.21 percent. Huwandu hweCR4 hwakadzika kubva pa89.83% kusvika pa86.62%. Zvikuru, iyo inoraswa yemagetsi endoscope musika yakakura ne127% gore-pagore. Makambani akaita seRuipai Medical uye Pusheng Medical akawana kutengesa kunodarika zana remamiriyoni eyuan pachigadzirwa, nemitengo yekupinda mugastroenterology uye urology inosvika 18% uye 24% zvichiteerana.
Tekinoroji Innovation uye Chigadzirwa Iteration
1. Core Technology Breakthroughs
• Optical Imaging: Mindray Medical yakatanga HyPixel U1 4K fluorescence light source, ichizvikudza kupenya kwemamiriyoni matatu lux. Kuita kwayo kunokwikwidza iyo yeOlympus VISERA ELITE III, ichipa 30% mutengo wakaderera. Izvi zvakabatsira kuwedzera chikamu chemusika chemagetsi edzimba kubva pa8% kusvika pa21%. MicroPort Medical's 4K 3D fluorescence endoscope system yakave yakasimbiswa mukiriniki, kuwana fluorescence imaging ye0.1mm uye accounting inopfuura 60% yekushandiswa mukuvhiya kwehepatobiliary.
• Kubatanidzwa kweAI: Kaili Medical's ultrasound endoscope probe inozvirumbidza nechisarudzo chinodarika 0.1mm. Yakasanganiswa neiyo AI-yakabatsirwa kuongororwa system, yakawedzera mwero wekuonekwa kwekutanga kenza yemudumbu negumi nerimwe muzana. Olympus 'AI-Biopsy system yakawedzera mwero wekuona adenoma ne22% panguva yecolonoscopy. Nekudaro, nekuda kwekukurumidza kutsiviwa kwezvigadzirwa zvemumba, chikamu chayo chemusika muChina chadzikira ne7 muzana.
• Tekinoroji inoraswa: Innova Medical yechizvarwa chechina inoraswa ureteroscope (7.5Fr kunze dhayamita, 1.17mm inoshanda chiteshi) ine chiyero chekubudirira kwe92% mukuvhiya kwematombo kwakaoma, kupfupisa nguva yekushanda ne40% kana ichienzaniswa neyakagadziriswa mhinduro; mwero wekupinda kweHappiness Factory's bronchoscopes anoraswa mumakiriniki evarwere vekufema wakwira kubva pa12% kusvika pa28%, uye mutengo pamhosva imwe neimwe wakadzikiswa ne35%.
2. Emerging Product Layout
• Capsule Endoscope: Anhan Technology yechizvarwa chechishanu magnetically controlled capsule endoscope inogonesa "munhu mumwe, zvishandiso zvitatu" maitiro ekushanda, kupedza 60 gastric bvunzo mu4 maawa. Iyo AI-yakabatsirwa kuongororwa mushumo wechizvarwa nguva yakaderedzwa kusvika kumaminitsi e3, uye chiyero chekupinda kwayo muzvipatara zvepamusoro chakawedzera kubva pa28% kusvika ku45%.
• Smart Workstation: Mindray Medical's HyPixel U1 system inobatanidza 5G kure kure kubvunza kugona uye inotsigira multimodal data fusion (endoscopic imaging, pathology, uye biochemistry). Chishandiso chimwe chete chinogona kugadzirisa mazana mashanu emakesi pazuva, iyo 87.5% kuvandudza mukubudirira zvichienzaniswa nemhando dzechinyakare.
Madhiraivha ePolisi uye Kugadziridzwa Kwemusika
1. Policy Implementation Effects
• Equipment Replacement Policy: Chirongwa chechikwereti chakakosha chekutsiviwa kwemidziyo yekurapa (inokwana 1.7 trillion yuan), yakatangwa munaGunyana 2024, yakapa mubairo wakakura muhafu yekutanga ya2025. Mapurojekiti ekutenga ane chekuita neEndoscope akaverengera 18% yemapurojekiti akazara, nekukwidziridzwa kwemidziyo yepamusoro-soro mumatunhu epamusoro uye 6% yemidziyo yemudzimba. zvipatara zvichikwira kusvika pa58%.
• Thousand County Project Progress: Huwandu hwemaendoscopes akaomarara akatengwa nezvipatara zvematunhu akadzikira kubva pa26% kusvika pa22%, ukuwo chikamu cheendoscopes anochinjika chakaderera kubva pa36% kusvika 32%, zvichiratidza maitiro ekuvandudza magadzirirwo emidziyo kubva kune yekutanga kusvika yepamusoro-yekupedzisira. Semuyenzaniso, chipatara chedunhu chiri pakati pepurovhinzi chakahwina bhidhi reFujifilm ultrasonic electronic bronchoscope (EB-530US) ye1.02 miriyoni yuan, 15% premium pamusoro pemidziyo yakafanana muna 2024.
2. Mhedzisiro yeVolume-Based Procurement
Gwaro rekutenga mavhoriyamu ekutenga maendoscopes rakaitwa mumapurovhinzi gumi neshanu munyika yose rakakonzera kudzikiswa kwemitengo pakati pezvikamu makumi matatu nesere kubva muzana kumhando dzekunze uye mukana wekuhwina wemidziyo yemumba inodarika 50% kekutanga. Semuenzaniso, mukutengwa kwemalaparoscopes nezvipatara zvepamusoro zvepurovhinzi, chikamu chemidziyo yemumba chakawedzera kubva pa35% muna 2024 kusvika pa62%, uye mutengo payuniti wakadzikira kubva pa850,000 yuan kusvika pa520,000 yuan.
Kukundikana kweMagetsi/Kuvheneka System
1. Chiedza chinopenya chinopenya/chinodzima zvishoma nezvishoma
• Zvikonzero zvingangoitika: Simba remagetsi risina kunaka (socket yakasununguka, tambo yakakuvadzwa), chiedza chinobva kutadza feni (kudzivirirwa kwekupisa), girobhu rinotsva.
• Chiito: Dzorera chigadziko chemagetsi uye chengetedza kuvhara kwetambo. Kana iyo feni isiri kutenderera, vhara mudziyo kuti utonhodze pasi (kudzivirira iyo sosi yemwenje kubva pakupisa).
2. Equipment leakage (kashoma asi inouraya)
• Zvikonzero zvinogona kuitika: Kuparara kwemukati wedunhu (kunyanya high-frequency electrosurgical resection endoscopes), kukundikana kwechisimbiso chisina mvura, zvichiita kuti mvura ipinde mukati medunhu.
• Kugadzirisa dambudziko: Shandisa detector yekudonha kubata chikamu chesimbi chemudziyo. Kana alarm ikarira, dzima simba ipapo uye ubate mugadziri kuti aongororwe. (Chokwadi usarambe uchishandisa mudziyo.)
Dunhu neChipatara-Level Procurement Characteristics
1. Regional Market Differentiation
• Kutenga Kwakaoma: Chikamu mudunhu rekumabvazuva chakawedzera ne2.1 percent kusvika pa58%. Zvichitungamirirwa nemitemo yekusimudzira michina, kutenga munzvimbo dzepakati nekumadokero kwakawedzera ne67% gore negore. Zvipatara zvedunhu-mudunhu reSichuan zvakapeta kaviri kutenga kwavo kwakaomarara gore negore.
• Flexible Scope Purchases: Mugove mudunhu rekumabvazuva wakadzikira nezvikamu 3.2 kubva muzana kusvika pa61%, ukuwo nzvimbo dzepakati nekumadokero dzakaona kuwedzera kwezvikamu zvina nemazana manomwe kubva muzana. Flexible scope kutengwa nezvipatara zvepamusoro muDunhu reHenan kwakawedzera ne89% gore-pa-gore, kunyanya kutarisisa zvigadzirwa zvepamusoro-soro senge ultrasound endoscopes uye magnifying endoscopes.
2. Hospital-Level Demand Stratification
• Zvipatara zvedzidzo yepamusoro zvakaramba zviri ivo vatengi vekutanga, nekutenga kwakaomarara uye kunochinjika kunoverengera 74% ne68% yemutengo wese, zvichiteerana. Vaitarisa pamidziyo yepamusoro-soro yakadai se4K fluorescence laparoscopes uye electronic bronchoscopes. Semuenzaniso, chipatara chepamusoro muEast China chakatenga KARL STORZ 4K thoracoscopic system (mutengo wese: 1.98 miriyoni yuan), nemari yegore inodarika 3 miriyoni yuan yekutsigira fluorescent reagents.
• Zvipatara zvedunhu: Pane kudiwa kukuru kwekuvandudzwa kwemidziyo. Huwandu hwezvigadzirwa zvekutanga huri pasi pe200,000 yuan mukuomarara endoscope kutenga hwadzikira kubva pa55% kusvika 42%, ukuwo chikamu chepakati-renji mhando dzemitengo iri pakati pe300,000 ne500,000 yuan yakawedzera negumi nemasere mapoinzi. Kutenga kwakapfava endoscope kwakanyanya-tsanangudzo yepamusoro-soro kubva kuKaili Medical uye Aohua Endoscopy, ine mutengo weavhareji we 350,000 yuan payuniti, 40% yakaderera pane mhando dzekunze.
Competitive Landscape uye Corporate Dynamics
1. Strategic Adjustments by Foreign Brands
• Kusimbisa Zvipingamupinyi zveTekinoroji: Olympus iri kukurumidza kubudiswa kweAI-Biopsy system muChina, ichishanda pamwe ne30 Class-A zvipatara zvepamusoro kuti iite nzvimbo dzekudzidzisa dzeAI; Stryker akatanga inotakurika 4K fluorescence laparoscope (inorema 2.3 kg), ichiwana 57% yekuhwina chiyero munzvimbo dzekuvhiya masikati.
• Kuomerwa muChannel Penetration: Nhamba yekukunda yemhando dzekunze muzvipatara zvematunhu yakaderera kubva ku38% kusvika ku29% muna 2024. Vamwe vaparidzi vari kushandura kune zvigadzirwa zvepamba, zvakadai seEast China muparidzi weJapan brand, iyo yakasiya sangano rayo chete uye yakashandura kuMindray Medical products.
2. Kukurumidza Kutsiva Mumba
• Kuita kweMakambani Anotungamirira: Mindray Medical's rigid endoscope bhizinesi mari yakawedzera ne55% gore negore, nekukunda zvibvumirano zvinosvika 287 mamiriyoni eyuan; Kaili Medical's flexible endoscope bhizinesi rakaona purofiti yaro yakawedzera kusvika 68%, uye yayo AI ultrasound endoscope yekupinda mwero mumadhipatimendi egastroenterology yakapfuura 30%.
• Kusimuka kwemakambani matsva: Tuge Medical yakawana kukura nokukurumidza kuburikidza ne "equipment + consumables" modhi (yegore repurchase rate ye fluorescent agents ndeye 72%), uye mari yayo muhafu yekutanga ye2025 yakapfuura gore rose re2024; Opto-Mandy's 560nm semiconductor laser system inoita 45% yekuvhiyiwa kweurological, iyo yakaderera ne30% pane mutengo wemidziyo inotengwa kunze kwenyika.
Matambudziko uye Ramangwana Outlook
1. Nyaya Dziripo
• Supply Chain Risks: Kupinza kutsamira kune epamusoro-magumo optical components (senge fiber optic image bundles) inoramba iri pa54%. Kuwedzerwa kwezvikamu zveendoscope kuUS kutumira kunze kwenyika rondedzero yakawedzera mazuva ekuchinja kwemakambani epamba kubva pamazuva makumi matanhatu nemaviri kusvika pamazuva makumi masere nemapfumbamwe.
• Cybersecurity Weaknesses: 92.7% yemaendoscopes matsva anovimba nemaintraneti emuchipatara pakufambiswa kwedata, asi midziyo yemumba yekuchengetedzwa kwemidziyo inobata chete 12.3% yemabhajeti eR&D (zvichienzaniswa neavhareji yepasi rose ye28.7%). Imwe STAR Musika-yakanyorwa kambani yakagamuchira Yellow Card Yambiro pasi peEU MDR yekushandisa machipisi anga asiri FIPS 140-2 certified.
2. Future Trend Forecast
• Kukura Kwemusika: Musika weChinese endoscope unotarisirwa kudarika 23 bhiriyoni yuan muna 2025, ine endoscopes inoraswa inoverengera 15% yehuwandu. Musika wepasi rose unofungidzirwa kusvika US$40.1 bhiriyoni, nedunhu reAsia-Pacific richitungamira mwero wekukura (9.9%).
• Technology Direction: 4K ultra-high tsanangudzo, AI-assisted diagnosis, uye fluorescence navigation ichava maitiro akaenzana, nemugove wemusika we smart endoscopes inotarisirwa kusvika 35% ne 2026. Capsule endoscopes ichavandudzwa nemifananidzo yakawanda uye 3D kuvakazve. Anhan Technology's Wuhan base ichatora 35% yemusika wemukati wekugovanisa mushure mekutanga kugadzirwa kwayo.
• Policy Impact: Iyo "Equipment Upgrade" uye "Thousand Counties Project" inoramba ichiunza kudiwa. County-level hospital endoscope procurement inotarisirwa kuwedzera ne45% gore-pa-gore muhafu yechipiri ya2025, nehuwandu hwekukunda hwemidziyo inogadzirwa mudzimba inodarika makumi matanhatu%.
Migove yemapolicy inoramba ichiburitswa. Iyo "Equipment Upgrade" uye "Thousand Counties Project" ichafambisa 45% gore negore kuwedzera kwekutenga endoscope nezvipatara zvematunhu muhafu yechipiri yegore, nehuwandu hwekukunda hwemidziyo yemumba inotarisirwa kudarika 60%. Inotungamirwa nehunyanzvi hwekuita tekinoroji nerutsigiro rwemitemo, musika weChina wekurapa endoscope uri kushandura kubva "kutevera" kuenda ku "kumhanya padivi," kutanga rwendo rutsva rwekusimudzira kwemhando yepamusoro.
Isu, Jiangxi Zhuoruihua Medical Instrument Co., Ltd., inogadzira muChina inyanzvi mune endoscopic consumables, inosanganisira GI mutsara senge.biopsy forceps, hemoclip, polyp musungo, sclerotherapy tsono, pfapfaidza catheter, cytology brushes, guidewire, dombo rekudzosa tswanda, nasal biliary drainage catheteetc. ayo anoshandiswa zvakanyanya muEMR, ESD, ERCP. Uye Urology Line, sengeureral access sheathuyeureral access sheath nekuyamwa, dombo,inoraswa Urinary Stone Retrieval Basket,uyeurology guidewireetc.
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Nguva yekutumira: Aug-12-2025