Mumunda wezvekurapa endoscopes epamba, ese ari maviri Flexible uye Rigid endoscopes ave kwenguva refu achitongwa nezvigadzirwa zvinotengeswa kunze kwenyika. Nekudaro, nekuenderera mberi kwekuvandudzwa kwemhando yemumba uye nekufambira mberi nekukurumidza kwekupinza kunze kwenyika, Sonoscape neAohua vanomira pachena semakambani anomiririra mumunda weanochinjika endoscopes.

Musika wekurapa endoscope uchiri kutungamirwa nezvinotengwa kunze kwenyika

Yese tekinoroji nhanho uye maindasitiri eindasitiri yekurapa endoscope yeChina yakagara yasara kumashure kweiyo nyika dzakabudirira, asi makambani mazhinji akafambira mberi mune mamwe madiki, zvishoma nezvishoma achiwana zvigadzirwa zvepakati-kusvika-yepamusoro-yekupedzisira zviratidziro zvekutanga zvakaita sekujeka kwemufananidzo uye kuberekazve kwemavara. Muna 2017, chiyero chenzvimbo yeChina chekurapa endoscope indasitiri yaingova 3.6%, iyo yakawedzera kusvika 6.9% muna 2021, uye inotarisirwa kusvika 35.2% muna 2030.

Domestication rate yezvokurapa endoscopes muChina (Import & Domestic)

Rigid Endoscope: Muna 2022, saizi yemusika weChina wakasimba endoscope musika ingangoita 9.6 bhiriyoni yuan, uye zvigadzirwa kunze kwenyika zvakaita seKarl Storz, Olympus, Stryker, uye Wolf account account yehuwandu hwe73.4% yemugove wemusika. Zvigadzirwa zvemudzimba zvakatanga kunonoka, asi makambani epamba anomiririrwa naMindray akasimuka nekukurumidza, achitora chikamu che20% chemugove wemusika.

Flexibe Endoscope: Muna 2022, saizi yemusika weChina inoshanduka endoscope musika ingangoita 7.6 bhiriyoni yuan, uye inotengeswa kunze brand Olympus ndiyo yega, inoverengera 60.40% yemugove wemusika wepamba, uye Fuji yekuJapan iri panzvimbo yechipiri nechikamu che14%. Makambani epamba anomiririrwa naSonoscape naAohua akatyora tekinoroji yekunze uye akasimuka nekukurumidza. Muna 2022, Sonoscape yakaiswa pekutanga muChina nechikamu che9% uye chechitatu pamusika; Aohua yakatora yechipiri muChina ine chikamu che5.16% uye yechishanu pamusika.

Product Matrix

Aohua inotarisa pane zvekurapa zvinoshanduka endoscopes uye peripheral consumables. Zvigadzirwa zvayo zvinoshandiswa zvakanyanya mumadhipatimendi ekiriniki akadai segastroenterology, mushonga wekufema, otolaryngology, gynecology, uye mushonga wekukurumidzira.

Iyo kambani yakagadzira mitsara mina mikuru yechigadzirwa, inosanganisira ultrasound, endoscopy, kuvhiyiwa zvishoma, uye kupindira kwemoyo. Nzira yekuvandudza yemitsara yezvigadzirwa zvakawanda yakatanga kuumbwa. Pakati pavo, bhizinesi reendoscopy rave rimwe remabhizimusi makuru ekambani uye zvakare ndiyo sosi huru yekukura kwekambani. Iyo kambani endoscopy bhizinesi rinonyanya kuve rakavakirwa pane inoshanduka endoscopes, uye inosanganisirawo endoscopy peripheral consumables uye yakaoma endoscopes.

Flexible Endoscope chigadzirwa dhizaini yekambani yega yega

Sonoscape neAohua vese vakagadzira chimiro chakakwana chechigadzirwa mumunda weakapfava endoscopes, uye yavo chigadzirwa systematization iri padyo neiyo yeOlympus, mutungamiri wepasi rose mune inoshanduka endoscopes.

Aohua's flagship product AQ-300 yakaiswa mumusika wepamusoro-soro, iyo AQ-200 ine kuita kwakaringana uye mutengo wakanangana nemusika wepakati-wekupedzisira, uye zvigadzirwa zvekutanga zvakaita seAQ-120 neAQ-100 zvakafanira kumusika wepasi.

Sonoscape's flexible endoscope product HD-580 yakaiswa mumusika wepamusoro-soro, uye chiripo chiripo chikuru chigadzirwa chiri kutengeswa HD-550, iyo yakaiswa pakati. Iine hupfumi hwezvigadzirwa zvakachengetwa mumisika yakaderera uye yepakati pekupedzisira.

Kuenzanisa kwekuita kwepakati-renji uye yakakwirira-yekupedzisira endoscopes

Sonoscape neAohua's high-end endoscope zvigadzirwa zvakatobatwa nemhando dzepasirese dzinotungamira mune dzakawanda zvinhu zvekuita. Kunyange zvazvo zvigadzirwa zvepamusoro zvezviviri zvakasimudzirwa mumusika kwenguva pfupi, zviri kukurumidza kufambira mberi mumusika wepamusoro kuburikidza nekuvimba nekushanda kwepamusoro uye kushanda kwepamusoro.

Parizvino, musika wepamba weAohua neSonoscape uri kunyanya muzvipatara zvechipiri uye zvepasi. Panguva imwecheteyo, vachivimba nekutanga kwezvigadzirwa zvepamusoro-soro, vakakurumidza kutora misika yepamusoro yepamusoro yepamusoro yepamusoro mumakore achangopfuura, uye zvigadzirwa zvavo zvakazivikanwa zvikuru nemusika. Pakati pavo, Sonoscape endoscopes vakapinda muzvipatara zvepamusoro zve400 ne2023; Aohua yaivimba nekusimudzirwa kweAQ-300 4K yekupedzisira-yepamusoro-tsanangudzo endoscope system muna 2024, uye yakaiswa (kusanganisira kuhwina mabhidhi) zvipatara 116 zvepamusoro gore iroro (73 uye 23 zvipatara zvepamusoro zvakaiswa muna 2023 na2022 zvichiteerana).

Mari yekushandisa

Mumakore achangopfuura, kuita kweSonoscape neAohua kwave kukura nekukurumidza, kunyanya mumabhizinesi ane chekuita neendoscopy. Kunyangwe kuchange kuine shanduko muna 2024 nekuda kwekukanganisa kwezvirongwa zveindasitiri, kuitwa kweanotevera magadzirirwo emidziyo marongero kunoenderera mberi nekufambisa kudzoreredza kudiwa kwemusika.

Mari yeAohua endoscopy yakawedzera kubva pamamiriyoni zana nemakumi matanhatu muna 2018 kusvika 750 miriyoni yuan muna 2024. Muna 2020, nekuda kwekukanganisa kwedenda, mari yegore yakadonha ne11,6%. Kubva pakaburitswa zvigadzirwa zvepamusoro-soro muna 2023, kukura kwekuita kwakawedzera kuwedzera. Muna 2024, mwero wekukura wakadzikira nekuda kwekukanganisa kwemitemo ine chekuita nemidziyo yekurapa.

Mari yakazara yeSonoscape Medical yakawedzera kubva pamabhiriyoni 1.23 eyuan muna 2018 kusvika pamabhiriyoni 2.014 muna 2024. Pakati pavo, mari yemabhizinesi ane chekuita neendoscopy yakawedzera kubva pamamiriyoni zana nemakumi mashanu muna 2018 kusvika pamamiriyoni mazana masere emadhora muna 2024. kukura, asi pasi pesimba remitemo ine chekuita nemidziyo yekurapa muna 2024, bhizinesi rine chekuita neendoscopy rakaderera zvishoma.

Panyaya yemari yekambani yakazara, huwandu hwebhizinesi reSonoscape hwakakwira zvakanyanya kupfuura reAohua, asi kukura kwayo kwakadzikira zvishoma pane yeAohua. Kune bhizinesi reendoscopy, bhizinesi reSonoscape rine chekuita neendoscopy richiri rakakura zvishoma pane reAohua. Muna 2024, Sonoscape neAohua's endoscopy-inoenderana nemari yebhizinesi ichave 800 miriyoni uye 750 miriyoni zvichiteerana; maererano nekukura kwekukura, bhizinesi reSonoscape endoscopy rakakura nekukurumidza kupfuura Aohua pamberi pe2022, asi kubva 2023, nekuda kwekuwedzera kwehuwandu hwezvigadzirwa zveAohua zvepamusoro, kukura kweAohua kwakapfuura Sonoscape's endoscopy bhizinesi rekukura mwero.

Kuenzanisa kwekushandisa mari yeAohua uyeSonoscape
(100 mamiriyoni yuan)

Musika wepamusha wekurapa endoscope unotongwa nemhando dzekunze. Vagadziri vemumba vanomiririrwa neSonoscape neAohua vari kusimuka nekukurumidza uye zvishoma nezvishoma vachitsiva kunze kwenyika. Bhizinesi remumba ndiyo inonyanya kukosha bhizinesi nzvimbo yeSonoscape neAohua. Muna 2024, bhizinesi repamba rinoita 51.83% uye 78.43% yeSonoscape uye Aohua's bhizimusi vhoriyamu zvichiteerana. Panguva imwecheteyo, makambani anotungamira epamba anomiririrwa neSonoscape neAohua ari kushingaira kuendesa misika yemhiri kwemakungwa, uye huwandu hwebhizimusi hwemaendoscopes ekurapa epamba mumusika wepasi rose huri kuramba huchikwira.

Bhizinesi reAohua repasi rose endoscope riri kuramba richikura, kubva pamamiriyoni zana muna 2020 kusvika pamamiriyoni zana nemakumi matanhatu emadhora muna 2024, asi chikamu chayo chebhizimusi repasi rose chadzikira kubva pa36.8% muna 2020 kuenda pa21.6% muna 2024.

Bhizinesi rekurapa reSonoscape rine zvikamu zvakawanda, uye zvimiro zvepamba uye zvekunze zvebhizinesi re endoscope hazviudzwe zvakasiyana. Huwandu hwebhizinesi repasi rose hwekambani iyi huri kukura, kubva pamazana mashanu emamiriyoni eyuan muna 2020 kusvika pamamiriyoni mazana mapfumbamwe nemakumi manomwe emamiriyoni emadhora muna 2024, uye chikamu chebhizinesi repasi rese chakadzikama, pakati pemakumi mana nematatu nesere muzana.

Kuenzanisa kwebhizinesi repasi rose rakavhurwa naAohua neSonoscape
(100 mamiriyoni yuan)

Chikamu chebhizinesi repasi rose chakavhurwa naAohua neSonoscape
Profit level

Sezvo makambani maviri anotungamira ezvekurapa emudzimba Flexible endoscopes, Aohua neSonoscape vakachengeta yakakwira purofiti yakakwira nezvigadzirwa zvavo zvemhando yepamusoro uye kugona kwekutengesa. Aohua's gross profit margin yakawedzera zvishoma nezvishoma kubva pa67.4% muna 2020 kusvika 73.8% muna 2023, asi ichadonha kusvika 68.2% muna 2024; Sonoscape's gross profit margin yakawedzera zvishoma nezvishoma kubva pa66.5% muna 2020 kusvika 69.4% muna 2023, asi ichadonha kusvika 63.8% muna 2024; Sonoscape's gross gross profit margin yakadzikira zvishoma pane iyo yeAohua, asi inonyanya kukonzerwa nekusiyana kwebhizinesi chimiro. Tichifunga nezve bhizinesi reendoscopy chete, Sonoscape's gross profit margin yakawedzera kubva pa 65.5% muna 2020 kusvika 74.4% muna 2023, asi ichadzika kusvika pa66.6% muna 2024. Iyo gross profit margins emabhizimusi maviri endoscopy akafanana.

Kuenzanisa kwe gross purofiti pakati peAohua neSonoscape

R&D investment

Ose ari maviri Aohua neSonoscape anonamira kukosha kukuru kutsvagurudzo yechigadzirwa nekusimudzira. Mari yeAohua yeR&D yakawedzera kubva pa11.7% muna 2017 kuenda pa21.8% muna 2024. Mari yeSonoscape yeR&D yakaramba iri pakati pe18% ne20% mumakore achangopfuura, asi muna 2024, mari yeR&D yakawedzera kuwedzera, kusvika pa23.5%.

Kuenzanisa kwekushandisa kweR&D pakati peAohua neSonoscape (miriyoni yuan)

Kuenzaniswa kweR&D vashandi vekudyara pakati peAohua neSonoscape

Ose ari maviri Aohua neSonoscape anobatanidza kukosha kukuru mukudyara muR&D manpower. Mumakore achangopfuura, kugoverwa kwevashandi veR&D veKaili kwakaramba kwakagadzikana pa24% -27% yehuwandu hwevashandi, nepo kugoverwa kwevashandi veAohua's R&D kwakaramba kwakagadzikana pa18% -24% yehuwandu hwevashandi.

Isu, Jiangxi Zhuoruihua Medical Instrument Co., Ltd., inogadzira muChina inyanzvi mune endoscopic consumables, senge.biopsy forceps, hemoclip, polyp musungo, sclerotherapy tsono, pfapfaidza catheter, cytology brushes, guidewire, dombo rekudzosa tswanda, nasal biliary drainage catheter,ureral access sheathuyeureral access sheath nekuyamwaetc. ayo anoshandiswa zvakanyanya muEMR, ESD, ERCP. Zvigadzirwa zvedu ndezveEC Certified, uye zvidyarwa zvedu ISO certified. Zvinhu zvedu zvakatumirwa kuEurope, North America, Middle East uye chikamu cheAsia, uye zvakanyanya kuwana mutengi wekuzivikanwa nekurumbidzwa!