Tsav los ntawm kev nce ntxiv hauv kev nkag mus rau kev phais me me thiab cov cai txhawb kev hloov kho cov cuab yeej kho mob, Tuam Tshoj txoj kev kho mob endoscope kev ua lag luam pom tau tias muaj kev loj hlob zoo nyob rau hauv thawj ib nrab ntawm 2025. Ob qho tib si nruj thiab hloov pauv endoscope kev lag luam tshaj 55% xyoo-rau-xyoo kev loj hlob. Kev sib sib zog nqus ntawm kev txhim kho thev naus laus zis thiab kev hloov pauv hauv tsev yog tsav kev lag luam hloov pauv ntawm "kev nthuav dav" mus rau "kev txhim kho zoo thiab ua haujlwm tau zoo."
Kev Lag Luam Loj thiab Kev Loj Hlob Momentum
1. Kev ua lag luam tag nrho
Hauv thawj ib nrab ntawm 2025, Tuam Tshoj txoj kev kho mob endoscope kev ua lag luam txuas ntxiv nws txoj kev loj hlob sai, nrog kev lag luam endoscope khov kho tau nce ntau dua 55% xyoo-rau-xyoo thiab kev lag luam hloov pauv endoscope nce ntau dua 56%. Kev rhuav tshem cov nuj nqis los ntawm peb lub hlis twg, kev muag khoom endoscope hauv thawj lub hlis twg tau nce los ntawm kwv yees li 64% xyoo-rau-xyoo hauv tus nqi thiab 58% hauv ntim, ua rau muaj txiaj ntsig zoo tshaj qhov kev loj hlob tag nrho ntawm cov khoom siv kho mob (78.43%). Qhov kev loj hlob no tau tsav los ntawm kev nkag mus ntawm qhov kev phais me me (kev ua haujlwm endoscopic hauv tebchaws tau nce 32% xyoo-rau-xyoo) thiab qhov kev thov rau kev hloov kho cov cuab yeej (cov cuab yeej hloov kho txoj cai tsav tsheb nce 37% hauv kev yuav khoom).
2. Cov qauv kev hloov pauv hauv ntu kev lag luam
• Rigid endoscope kev ua lag luam: Kev sib xyaw ntawm cov hom txawv teb chaws tau nce, nrog Karl Storz thiab Stryker nce lawv cov kev sib koom ua lag luam los ntawm 3.51 feem pua cov ntsiab lus, nce CR4 piv ntawm 51.92% mus rau 55.43%. Cov tuam txhab lag luam hauv tsev, Mindray Medical thiab Opto-Meddy, pom lawv txoj kev lag luam poob qis me ntsis. Txawm li cas los xij, Tuge Kev Kho Mob tau tshwm sim los ua tus yeej muaj txiaj ntsig nrog kev loj hlob ntawm 379.07%. Nws 4K fluorescence laparoscopes tau ua tiav 41% kev sib tw ua tiav hauv thawj tsev kho mob.
• Kev lag luam yooj yim endoscope: Olympus feem ntau poob los ntawm 37% mus rau qis dua 30%, thaum Fujifilm, Hoya, thiab cov khoom lag luam hauv tsev Aohua thiab Kaili Medical pom qhov sib xyaw ua ke ntawm 3.21 feem pua cov ntsiab lus. CR4 piv tau poob los ntawm 89.83% mus rau 86.62%. Qhov tseem ceeb, kev lag luam hluav taws xob endoscope pov tseg tau nce los ntawm 127% xyoo dhau los. Cov tuam txhab xws li Ruipai Medical thiab Pusheng Medical tau ua tiav kev muag khoom ntau dua 100 lab yuan ib yam khoom, nrog rau kev nkag mus hauv gastroenterology thiab urology nce mus txog 18% thiab 24%, feem.
Technological Innovation thiab Product Iteration
1. Core Technology Breakthroughs
• Optical Imaging: Mindray Medical launched HyPixel U1 4K fluorescence teeb qhov chaw, khav theeb brightness ntawm 3 lab lux. Nws qhov kev ua tau zoo sib tw ntawm Olympus VISERA ELITE III, thaum muab tus nqi qis dua 30%. Qhov no tau pab nce kev lag luam sib koom ntawm cov teeb pom kev hauv tsev los ntawm 8% mus rau 21%. MicroPort Medical's 4K 3D fluorescence endoscope system tau kuaj pom zoo, ua tiav cov duab fluorescence raug ntawm 0.1 hli thiab suav txog ntau dua 60% ntawm daim ntawv thov hauv kev phais mob hepatobiliary.
• Kev koom ua ke AI: Kaili Medical's ultrasound endoscope sojntsuam boasts qhov kev daws teeb meem tshaj 0.1mm. Ua ke nrog nws cov kab mob AI-pab kev kuaj mob, nws tau nce qhov kev kuaj pom tus mob qog noj ntshav thaum ntxov los ntawm 11 feem pua. Olympus 'AI-Biopsy system tau nce qhov kev kuaj pom adenoma los ntawm 22% thaum lub sij hawm colonoscopy. Txawm li cas los xij, vim qhov hloov pauv sai ntawm cov khoom lag luam hauv tsev, nws txoj kev lag luam hauv Suav teb tau poob qis los ntawm 7 feem pua.
• Cov cuab yeej siv pov tseg: Innova Medical's plaub-tiam pov tseg ureteroscope (7.5Fr txheej txoj kab uas hla, 1.17mm ua haujlwm channel) muaj qhov ua tiav ntawm 92% hauv kev phais pob zeb nyuaj, ua kom lub sijhawm ua haujlwm luv dua 40% piv nrog cov kev daws teeb meem ib txwm muaj; Kev nkag mus ntawm Happiness Factory's Disposable bronchoscopes nyob rau hauv cov chaw kho mob ua pa tau dhia ntawm 12% mus rau 28%, thiab tus nqi ntawm ib kis tau raug txo los ntawm 35%.
2. Emerging Product Layout
• Capsule Endoscope: Anhan Technology lub thib tsib-tiam magnetically tswj capsule endoscope ua rau "ib tug neeg, peb cov khoom siv" ua haujlwm, ua tiav 60 kev kuaj mob plab hauv 4 teev. AI-pab kev kuaj mob qhia txog lub sijhawm tsim tau raug txo mus rau 3 feeb, thiab nws qhov nkag mus rau hauv tsev kho mob qib siab tau nce los ntawm 28% mus rau 45%.
• Smart Workstation: Mindray Medical's HyPixel U1 system integrates 5G tej thaj chaw deb kev sib tham muaj peev xwm thiab txhawb multimodal cov ntaub ntawv fusion (endoscopic imaging, pathology, thiab biochemistry). Ib lub cuab yeej tuaj yeem ua tiav 150 tus neeg mob ib hnub, 87.5% kev txhim kho hauv kev ua haujlwm piv rau cov qauv ib txwm muaj.
Txoj Cai Tsav Tsheb thiab Kev Txhim Kho Kev Lag Luam
1. Kev siv txoj cai los cuam tshuam
• Txoj Cai Hloov Cov Khoom Siv: Qhov kev qiv nyiaj tshwj xeeb rau kev hloov khoom siv kho mob (tag nrho 1.7 trillion yuan), tau pib thaum lub Cuaj Hlis 2024, tau txais cov nyiaj faib tseem ceeb hauv thawj ib nrab xyoo 2025. Endoscope-related procurement projects suav txog 18% ntawm tag nrho cov haujlwm, nrog rau cov khoom siv high-end upgrades nyob rau hauv tertiary procury tsev kho mob ntau tshaj 6%. tsev kho mob nce mus txog 58%.
• Txoj Haujlwm Txhaum Hauv Lub Nroog: Qhov kev faib ua feem ntawm cov khoom siv endoscopes yuav los ntawm cov tsev kho mob hauv nroog tau txo qis los ntawm 26% mus rau 22%, thaum qhov kev faib ua feem ntawm cov endoscopes hloov tau los ntawm 36% mus rau 32%, cuam tshuam txog kev hloov kho cov khoom siv los ntawm theem pib mus rau high-end. Piv txwv li, lub nroog-theem tsev kho mob hauv lub xeev nruab nrab yeej qhov kev sib tw rau Fujifilm ultrasonic electronic bronchoscope (EB-530US) rau 1.02 lab yuan, 15% tus nqi tshaj li cov cuab yeej zoo sib xws hauv 2024.
2. Kev cuam tshuam ntawm Volume-based Procurement
Txoj cai ntim raws li kev yuav khoom rau endoscopes tau siv nyob rau hauv 15 lub xeev thoob plaws tebchaws tau ua rau txo tus nqi nruab nrab ntawm 38% rau cov khoom lag luam txawv teb chaws thiab tus nqi yeej rau cov khoom siv hauv tsev ntau dua 50% thawj zaug. Piv txwv li, nyob rau hauv kev yuav khoom ntawm laparoscopes los ntawm ib lub xeev lub tsev kho mob tertiary, qhov feem ntawm cov khoom siv hauv tsev tau nce los ntawm 35% hauv 2024 txog 62%, thiab tus nqi ntawm ib chav tsev poob los ntawm 850,000 yuan mus rau 520,000 yuan.
Hluav taws xob / teeb pom kev zoo tsis ua haujlwm
1. Lub teeb ci flickers/intermittently dims
• Tej yam ua tau: Kev sib txuas hluav taws xob tsis zoo (xws li lub qhov (socket), lub cable puas lawm), lub teeb ci kiv cua tsis ua haujlwm (kev tiv thaiv overheating), qhov muag yuav tshwm sim.
• Kev Ua: Hloov lub qhov hluav taws xob thiab xyuas cov kab hluav taws xob. Yog tias tus kiv cua tsis tig, kaw lub cuab yeej kom txias (kom tiv thaiv lub teeb ci los ntawm kev kub hnyiab).
2. Cov khoom xau (tsis tshua muaj tab sis tuag taus)
• Tej yam ua tau: Kev tsis zoo ntawm lub voj voog sab hauv (tshwj xeeb tshaj yog high-frequency electrosurgical resection endoscopes), tsis ua hauj lwm ntawm lub sealing dej, cia cov kua nkag mus rau hauv Circuit Court.
• Kev daws teeb meem: Siv lub tshuab nqus dej kom kov ib feem hlau ntawm lub cuab yeej. Yog hais tias lub tswb nrov, tam sim ntawd tua lub hwj chim thiab hu rau lub chaw tsim tshuaj paus rau kev soj ntsuam. (Tsis txhob siv lub cuab yeej txuas ntxiv.)
Regional thiab Hospital-Level Procurement Yam ntxwv
1. Kev lag luam hauv cheeb tsam sib txawv
• Rigid Scope Purchases: Qhov feem ntawm thaj tsam sab hnub tuaj tau nce 2.1 feem pua cov ntsiab lus rau 58%. Tsav los ntawm cov kev cai txhim kho cov cuab yeej, kev yuav khoom hauv nruab nrab thiab sab hnub poob tau nce 67% xyoo-rau-xyoo. Lub nroog-theem tsev kho mob hauv Sichuan Xeev tau muab ob npaug rau lawv qhov kev yuav khoom ntawm cov txheej txheem nruj ib xyoos ib zaug.
• Scope Scope Purchases: Qhov sib koom hauv cheeb tsam sab hnub tuaj tau txo qis los ntawm 3.2 feem pua ntawm cov ntsiab lus mus rau 61%, thaum thaj chaw nruab nrab thiab sab hnub poob pom qhov sib xyaw ua ke ntawm 4.7 feem pua cov ntsiab lus. Kev yuav khoom tau yooj yim los ntawm cov tsev kho mob tertiary hauv Henan xeev tau nce 89% xyoo-rau-xyoo, feem ntau tsom rau cov khoom lag luam siab xws li ultrasound endoscopes thiab magnifying endoscopes.
2. Tsev Kho Mob-Level Demand Stratification
• Cov tsev kho mob Tertiary tseem yog thawj tus neeg yuav khoom, nrog kev yuav khoom nruj thiab hloov pauv tau suav nrog 74% thiab 68% ntawm tag nrho tus nqi, raws li. Lawv tsom mus rau cov khoom siv siab kawg xws li 4K fluorescence laparoscopes thiab hluav taws xob bronchoscopes. Piv txwv li, lub tsev kho mob tertiary nyob rau sab hnub tuaj Tuam Tshoj tau yuav KARL STORZ 4K thoracoscopic system (tag nrho tus nqi: 1.98 lab yuan), nrog rau cov nqi txhua xyoo ntau dua 3 lab yuan rau kev txhawb nqa fluorescent reagents.
• Cov tsev kho mob hauv nroog: Muaj qhov xav tau tseem ceeb rau kev hloov khoom siv. Qhov kev faib ua feem ntawm cov khoom lag luam hauv qab qis dua 200,000 yuan hauv kev yuav khoom endoscope nruj tau poob los ntawm 55% mus rau 42%, thaum qhov kev faib ua feem ntawm cov qauv nruab nrab nqi ntawm 300,000 thiab 500,000 yuan tau nce 18 feem pua. Mos endoscope kev yuav khoom yog cov ntsiab lus siab txhais gastroscopes los ntawm domestic Kaili Kev Kho Mob thiab Aohua Endoscopy, nrog rau tus nqi nruab nrab ntawm kwv yees li 350,000 yuan ib chav tsev, 40% qis dua li txawv teb chaws hom.
Competitive Landscape thiab Corporate Dynamics
1. Kev hloov kho tswv yim los ntawm txawv teb chaws Brands
• Txhim Kho Cov Txheej Txheem Txheej Txheem: Olympus tab tom ua kom nrawm rau kev nthuav tawm nws cov AI-Biopsy system hauv Suav teb, koom tes nrog 30 chav tsev kho mob qib-A los tsim cov chaw cob qhia AI; Stryker tau tsim lub portable 4K fluorescence laparoscope (qhov hnyav 2.3 kg), ua tiav 57% tus nqi yeej hauv cov chaw phais hnub.
• Tsis yooj yim hauv Channel Nkag mus: Tus nqi yeej ntawm cov khoom lag luam txawv teb chaws hauv cov tsev kho mob hauv nroog tau nqis los ntawm 38% mus rau 29% hauv 2024. Qee cov neeg muag khoom tau hloov mus rau cov khoom lag luam hauv tsev, xws li East China distributor ntawm Japanese hom, uas tau tso tseg nws lub koom haum tshwj xeeb thiab hloov mus rau Mindray Medical khoom.
2. Kev hloov pauv hauv tsev sai
• Kev ua tau zoo ntawm cov tuam txhab ua lag luam: Mindray Medical cov nyiaj tau los ntawm kev lag luam endoscope tau nce 55% xyoo-rau-xyoo, nrog cov ntawv cog lus sib tw nce mus txog 287 lab yuan; Kaili Kev Kho Mob lub lag luam hloov pauv endoscope pom nws cov txiaj ntsig tag nrho nce mus rau 68%, thiab nws cov AI ultrasound endoscope nkag mus rau hauv cov chaw ua haujlwm gastroenterology ntau dua 30%.
• Kev nce ntawm cov tuam txhab tshiab: Tuge Kev Kho Mob tau ua tiav kev loj hlob sai los ntawm "cov khoom siv + khoom siv" tus qauv (txhua xyoo rov yuav tus nqi ntawm cov tshuaj fluorescent yog 72%), thiab nws cov nyiaj tau los hauv thawj ib nrab ntawm 2025 tau tshaj tag nrho xyoo 2024; Opto-Mandy's 560nm semiconductor laser system tso nyiaj rau 45% ntawm kev phais urological, uas yog 30% qis dua tus nqi ntawm cov khoom siv txawv teb chaws.
Kev sib tw thiab yav tom ntej Outlook
1. Cov teeb meem uas twb muaj lawm
• Supply Chain Risks: Import dependence rau high-end optical Cheebtsam (xws li fiber optic duab bundles) tseem nyob ntawm 54%. Qhov sib ntxiv ntawm cov khoom siv endoscope rau hauv Teb Chaws Asmeskas cov npe tswj hwm tau nce cov khoom xa tuaj hnub rau cov tuam txhab hauv tsev los ntawm 62 hnub rau 89 hnub.
• Cybersecurity Weaknesses: 92.7% ntawm cov endoscopes tshiab tso siab rau hauv tsev kho mob intranets rau kev xa cov ntaub ntawv, tab sis cov cuab yeej siv kev ruaj ntseg hauv tsev tsuas yog 12.3% ntawm R&D pob nyiaj siv (piv rau lub ntiaj teb nruab nrab ntawm 28.7%). Ib lub tuam txhab STAR Market-listed tau txais Daim Npav Yeem Ceeb Toom raws li EU MDR rau kev siv cov chips uas tsis yog FIPS 140-2 tau lees paub.
2. Yav Tom Ntej Trend Forecast
• Kev Lag Luam Loj: Tuam Tshoj endoscope kev ua lag luam yuav tsum tshaj 23 billion yuan nyob rau hauv 2025, nrog rau cov endoscopes pov tseg accounting rau 15% ntawm tag nrho. Kev lag luam thoob ntiaj teb tau kwv yees kom ncav cuag US $ 40.1 nphom, nrog rau thaj tsam Asia-Pacific ua tus thawj coj loj hlob (9.9%).
• Kev Taw Qhia Technology: 4K ultra-siab txhais, AI-pab kev kuaj mob, thiab fluorescence navigation yuav dhau los ua tus qauv, nrog rau kev ua lag luam ntawm cov ntse endoscopes xav kom ncav cuag 35% los ntawm 2026. Capsule endoscopes yuav tau upgraded nrog multispectral imaging thiab 3D reconstruction. Anhan Technology's Wuhan puag yuav ntes 35% kev lag luam hauv tsev tom qab nws pib tsim khoom.
• Kev cuam tshuam rau txoj cai: "Kev Txhim Kho Cov Khoom Siv" thiab "Txheej Lub Tuam Txhab Project" txuas ntxiv tsim kom muaj kev thov. Lub nroog-theem tsev kho mob endoscope kev yuav khoom yuav tsum nce 45% xyoo-rau-xyoo nyob rau hauv ib nrab xyoo 2025, nrog rau tus nqi yeej ntawm cov khoom siv hauv tsev ntau tshaj 60%.
Txoj cai nyiaj faib tawm mus ntxiv. Qhov "Kev Txhim Kho Cov Khoom Siv" thiab "Txheej Lub Tuam Txhab Project" yuav tsav 45% xyoo-rau-xyoo nce hauv cov khoom siv endoscope los ntawm lub nroog-theem tsev kho mob nyob rau ib nrab xyoo, nrog rau qhov sib tw ntawm cov khoom siv hauv tsev yuav tsum siab tshaj 60%. Tsav los ntawm ob qho tib si thev naus laus zis tshiab thiab kev txhawb nqa txoj cai, Tuam Tshoj txoj kev kho mob endoscope kev lag luam tau hloov pauv los ntawm "ua raws" mus rau "khiav ib sab," pib taug kev tshiab ntawm kev txhim kho zoo.
Peb, Jiangxi Zhuoruihua Medical Instrument Co., Ltd., yog cov chaw tsim khoom hauv Suav teb tshwj xeeb hauv cov khoom siv endoscopic, suav nrog GI kab xws libiopsy forceps, hemoclip, polyp nuv, koob sclerotherapy, tshuaj tsuag catheter, cytology txhuam, phau ntawv qhia, pob zeb retrieval pob tawb, qhov ntswg biliary kua catheteetc. uas yog dav siv nyob rau hauvEMR, ESD, ERCP. Thiab Urology Kab, xws liureteral access sheaththiabureteral nkag sheath nrog suction, pob zeb,Disposable Urinary Stone Retrieval Basket, thiaburology qhia ntawvlwm.
Peb cov khoom muaj ntawv pov thawj CE, thiab peb cov nroj tsuag tau ntawv pov thawj ISO. Peb cov khoom tau raug xa tawm mus rau Tebchaws Europe, North America, Middle East thiab ib feem ntawm Asia, thiab tau txais cov neeg siv khoom ntawm kev lees paub thiab qhuas!
Post lub sij hawm: Aug-12-2025