Cov Cai ntawm Qhov Kev Ua Si Hloov Pauv hauv Kev Siv Endoscopy Yooj Yim: Hloov ntawm Kev Hloov Khoom Ntshuam Mus Rau Ib Lub Ecosystem Kho Mob Tag Nrho.

Nyob rau saum npoo, kev lag luam endoscopy uas hloov pauv tau yooj yim yuav zoo li ua lag luam li niaj zaus: gastroscopes, colonoscopes, bronchoscopes, biopsy forceps, hemostatic clips, snares, thiab disposable cholangoscopes ...

Txawm li cas los xij, kev tshuaj xyuas sib piv ntawm cov ntawv qhia txhua xyoo 2025 thiab cov ntawv qhia nruab nrab Q1 2026 ntawm Micro-Tech thiab Sonoscape qhia txog qhov sib txawv:

Tuam Tshoj txoj kev lag luam endoscopy uas hloov tau yooj yim tau tsiv mus dhau qhov kev piav qhia ntawm "kev hloov pauv los ntawm kev xa khoom tuaj." Hloov chaw, nws tau nkag mus rau theem tshiab ntawm kev sib tw ua tiav uas suav nrog cov khoom siv, cov khoom siv, thev naus laus zis, kev siv kho mob, kev cob qhia, kev pabcuam tom qab muag, thiab lub ecosystem dav dua.

Cov Lus Cim ntawm Tus Kws Kho Mob:

Raws li kev sib tw hauv kev lag luam endoscopy hloov pauv ntawm "kev hloov khoom" mus rau "kev kho mob puv ntoob," lub luag haujlwm ntawm cov khoom siv endoscopic tab tom hloov pauv. Lawv tsis yog cov cuab yeej txhawb nqa xwb tab sis cov khoom tseem ceeb ntawm lub platform kho mob.

ZRHmed, lub chaw tsim khoom ntawm cov khoom siv endoscopic, cov khoom sivMDR CE tau ntawv pov thawjcov khoom suav nrog cov clips hemostatic, polypectomy snares, koob txhaj tshuaj, biopsy forceps txhawb nqa ob qho tib siGIthiabCov txheej txheem Endourologynrog kev txhim khu kev qha zoo.

Micro-Tech sawv cev rau kev coj ua ntawm cov khoom siv endoscopic thiab cov endoscopes pov tseg.
Sonoscape ua rau muaj kev hloov pauv ntawm cov khoom siv endoscopy hauv tsev thiab cov platform endoscopy ntse.

Ib tug daws teeb meem "yuav kho li cas";
Lwm cov lus teb yog "yuav ua li cas kom pom tseeb."

Ib tug mus tob rau sab kev kho mob;
Tus tod ua kom muaj zog ntawm sab khoom siv.

Ob lub tuam txhab no, qhov tseem ceeb, yog ob lub qhov rais zoo tshaj plaws uas los saib xyuas kev lag luam endoscopy uas hloov pauv tau hauv Suav teb.

I. Cia peb saib cov ntaub ntawv: Kev loj hlob tau lees paub rau xyoo 2025, kev nyuaj siab tshwm sim hauv Q1 2026

Thaum tshuaj xyuas kev lag luam, peb tsis tuaj yeem tham txog cov qauv xwb; peb yuav tsum saib cov ntaub ntawv nyiaj txiag ua ntej.

1.Micro-Tech: Cov Nyiaj Tau Los Tseem Loj Hlob, Cov Nyiaj Tau Los Hauv Lub Sijhawm Luv Luv

Rau tag nrho xyoo 2025, Micro-Tech (Nanowei Medical) tau txais cov nyiaj tau los ntawm kev ua haujlwm kwv yees li 3.184 billion yuan, nce ntxiv 15.55% txhua xyoo. Cov nyiaj tau los ntawm cov tswv cuab yog kwv yees li 570 lab yuan, nce 3.09% txhua xyoo. Cov nyiaj tau los ntawm cov tswv cuab tom qab rho tawm cov nyiaj tau los thiab kev poob uas tsis rov tshwm sim yog kwv yees li 552 lab yuan, nce 1.44% txhua xyoo. Cov nyiaj ntsuab ntws los ntawm kev ua haujlwm tau txog li 688 lab yuan, nce ntxiv 12.22%.

Txawm li cas los xij, nyob rau hauv thawj peb lub hlis twg ntawm xyoo 2026, thaum Micro-Tech tau txais cov nyiaj tau los ntawm kev ua haujlwm kwv yees li 854 lab yuan (nce 22.12% xyoo-rau-xyoo), cov nyiaj tau los ntawm cov tswv cuab yog kwv yees li 182 lab yuan, sawv cev rau 8.24% poob xyoo-rau-xyoo. Qhov tseem ceeb, cov nyiaj ntsuab los ntawm kev ua haujlwm yog kwv yees li -51 lab yuan.

Cov Ntaub Ntawv Nyiaj Txiag Tseem Ceeb ntawm Micro-Tech

Cov Duab No Qhia Peb Li Cas?

Ua ntej, Micro-Tech cov nyiaj tau los loj hlob zoo. Tshwj xeeb, qhov kev loj hlob ntawm cov nyiaj tau los hauv Q1 2026 tau txog 22.12%, uas yog sai dua li qhov kev loj hlob ntawm xyoo 2025.

Qhov thib ob, cov nyiaj tau los tsis loj hlob raws li cov nyiaj tau los; es tsis txhob, cov nyiaj tau los ntawm cov tswv cuab tau poob qis hauv Q1 2026. Qhov no qhia tau hais tias lub tuam txhab tab tom ntsib kev nyuaj siab hauv cov cheeb tsam xws li kev muag khoom, R&D, kev nthuav dav txawv teb chaws, kev hloov pauv ntawm tus nqi pauv, thiab kev hloov kho cov khoom sib xyaw.

Qhov thib peb, cov nyiaj ntsuab khiav lag luam muaj zog heev hauv xyoo 2025, ncav cuag 688 lab yuan - siab dua li cov nyiaj tau los ntawm cov tswv cuab - qhia tias Micro-Tech qhov kev ua haujlwm zoo tag nrho yog khov kho. Txawm li cas los xij, qhov tseeb tias cov nyiaj ntsuab khiav lag luam tig mus rau qhov tsis zoo hauv Q1 2026 ua haujlwm ua qhov ceeb toom: thaum lub sijhawm nthuav dav no, peb yuav tsum tau saib xyuas cov khoom muag, cov nyiaj tau txais, thiab kev nqis peev.

Hauv ib kab lus luv luv: Micro-Tech txoj kev lag luam tseem tab tom loj hlob, tab sis nws tau hloov pauv los ntawm "lub sijhawm ntawm kev faib nyiaj loj hlob" mus rau "lub sijhawm ntawm kev sim zoo ntawm kev loj hlob."

2.Sonoscape Medical: Kev Loj Hlob ntawm Cov Nyiaj Tau Los Rov Qab Los, Kev Hloov Pauv ntawm Cov Nyiaj Tau Los Ua Qhov Tshaj Tawm Ntau Dua

Xyoo 2025, Sonoscape Medical tau txais cov nyiaj tau los ntawm kev ua haujlwm kwv yees li 2.309 billion yuan (23.09 puas lab), nce ntxiv 14.65% piv rau xyoo tas los. Cov nyiaj tau los ntawm cov tswv cuab yog kwv yees li 197 lab yuan, nce li ntawm 38%, thaum cov nyiaj tau los ntawm cov tswv cuab tom qab rho tawm cov nyiaj tau los thiab kev poob uas tsis rov tshwm sim tau txog 180 lab yuan, nce ntxiv li ntawm 63%.

Txawm li cas los xij, cov nyiaj ntsuab ntws los ntawm kev ua haujlwm yog kwv yees li -48 lab yuan, cim qhov poob qis tseem ceeb piv rau xyoo 2024.

Hauv peb lub hlis thawj zaug ntawm xyoo 2026, Sonoscape Medical tau sau cov nyiaj tau los ntawm kev ua haujlwm ntawm kwv yees li 430 lab yuan, kev loj hlob txhua xyoo ntawm 8.34%. Cov nyiaj tau los ntawm cov tswv cuab yog kwv yees li -11.61 lab yuan, hloov pauv ntawm cov nyiaj tau los mus rau kev poob. Cov nyiaj ntsuab ntws los ntawm kev ua haujlwm sawv ntawm kwv yees li -13.98 lab yuan.

Cov Ntaub Ntawv Nyiaj Txiag Tseem Ceeb ntawm Sonoscape Medical

Sonoscape Medical: Ob Lub Ntsiab Lus Tseem Ceeb

Ua ntej, ob qho tib si cov nyiaj tau los thiab cov txiaj ntsig tau rov qab loj hlob hauv xyoo 2025. Qhov no qhia tau hais tias kev rov zoo hauv kev sib tw thiab kev yuav khoom siv kho mob, kev loj hlob hauv kev lag luam endoscopy, thiab kev txhawb nqa cov khoom lag luam siab tau muab kev txhawb nqa zoo rau lub tuam txhab kev ua tau zoo.

Qhov thib ob, qhov kev poob hauv Q1 2026 qhia tau tias cov chaw tsim khoom siv ntsib kev hloov pauv ntau dua txhua peb lub hlis. Kev lag luam khoom siv kho mob muaj cov voj voog nyuaj ntawm kev twv, kev teeb tsa, kev lees txais, thiab kev sau nyiaj, yog li cov nyiaj tau los txhua peb lub hlis tsis tuaj yeem yooj yim kwv yees tau linearly.

Qhov no muaj tseeb tshwj xeeb rau cov khoom xws li cov tshuab endoscopy uas yoog tau. Nws tsis yog ib qho teeb meem ntawm "muag hnub no, lees paub txhua yam txiaj ntsig tag kis." Tom qab txhua qhov kev muag khoom muaj cov txheej txheem dav dav uas suav nrog kev teeb tsa, kev cob qhia, kev cob qhia hauv chaw kho mob, kev pabcuam tom qab muag, thiab kev cob qhia cov kws tshaj lij siv.
Hauv ib kab lus luv luv, Sonoscape Medical tau tsim nws tus kheej ua tus thawj coj hauv tebchaws hauv cov khoom siv endoscopy yooj ywm, tab sis kev tawg hauv kev lag luam siab xav tau kev nqis peev tas mus li, ua rau kev hloov pauv ntawm cov nyiaj tau los luv luv yog qhov tshwm sim ib txwm muaj.

II. Muab Ob Lub Tuam Txhab Ua Ke, Kev Lag Luam Logic Yuav Pom Tseeb

Micro-Tech thiab Sonoscape tsis yog tib hom tuam txhab. Micro-Tech yog lub tuam txhab lag luam platform rau cov khoom siv kho mob endoscopic, thaum Sonoscape zoo li lub tuam txhab platform rau cov khoom siv endoscopy hauv tsev.

Txawm li cas los xij, lawv ob leeg taw qhia rau ib qho kev sib txawv: yav tom ntej ntawm kev lag luam endoscopy uas hloov pauv tau yuav tsis yog hais txog kev sib tw ntawm cov khoom ib leeg, tab sis kev sib tw raws li cov kev daws teeb meem holistic uas tsom mus rau qhov chaw endoscopy.

Micro-Tech Medical: Lub Ntsiab Lus Tseem Ceeb ntawm Endoscopic Therapeutics

Micro-Tech cov khoom tseem ceeb muaj peb pawg loj:

Cov Khoom Siv Kuaj Mob thiab Kho Mob Endoscopic: Xws li biopsy, hemostasis thiab closure, EMR/ESD, dilation, ERCP, thiab EUS/EBUS.
Cov Khoom Siv Microwave / RF Ablation thiab Cov Khoom Siv.
 Cov Endoscopes Siv Ib Zaug Xwb: Xws li cov tshuab thaij duab biliary-pancreatic uas siv ib zaug xwb, cov cholangioscopes uas siv ib zaug xwb, thiab cov bronchoscopes uas siv ib zaug xwb.

Hauv lwm lo lus, Micro-Tech tsis yog tsuas yog muag cov khoom siv xwb; nws tab tom tsim ib lub matrix khoom uas nyob ib puag ncig cov xwm txheej kho mob endoscopic.

Piv txwv li, qhov tob dua ntawm qhov chaw kuaj mob plab zom mov nkag mus rau hauv cov txheej txheem, qhov ntau dua nws qhov kev thov rau Micro-Tech cov khoom: biopsy forceps rau biopsies, snares rau polypectomy, hemostatic clips rau kev los ntshav, ESD cov khoom siv rau kev kho mob qog noj ntshav thaum ntxov, ERCP consumables rau biliary-pancreatic kab mob, koob rau EUS / EBUS, thiab pov tseg cholangioscopes rau kev pom ncaj qha ntawm cov kua tsib duct.

Yog li ntawd, Micro-Tech txoj kev loj hlob yeej yog los ntawm ob qho kev taw qhia:

1. Kev nce ntxiv ntawm qhov ntim ntawm kev kuaj mob endoscopic.
2. Kev nce ntxiv ntawm qhov nkag mus ntawm cov tshuaj endoscopic.

Qhov thib ob yog qhov tseem ceeb tiag tiag. Qhov no yog vim tias kev kuaj mob tsav kev siv cov khoom siv yooj yim, thaum kev kho mob tsav kev xav tau cov khoom siv kim thiab nyuaj.

Sonoscape Medical: Lub Tswv Yim Tseem Ceeb ntawm High-End Domestic Flexible Endoscops

Sonoscape Medical sawv cev rau qhov kev ua tiav tshiab ntawm sab khoom siv.

Hauv nws daim ntawv qhia txhua xyoo 2025, Sonoscape tau hais tias nws yog ib lub tuam txhab lag luam hauv tsev thaum ntxov tshaj plaws los tsim thiab tswj cov thev naus laus zis tseem ceeb hauv cov khoom siv kho mob endoscopic thiab scopes. Nws yog qib thib peb hauv kev lag luam digestive endoscopy hauv tsev, tsuas yog Olympus thiab Fujifilm, nrog nws cov feem ntawm kev lag luam hauv tsev nce mus txog kwv yees li 14%.

Cov ntaub ntawv no tseem ceeb heev. Keeb kwm, kev lag luam endoscope ywj pheej hauv tebchaws tau raug tswj hwm los ntawm cov hom lag luam txawv teb chaws - tshwj xeeb tshaj yog Olympus, Fujifilm, thiab Pentax - uas nyiam kev siv zoo thiab kev ntseeg siab ntawm cov kws kho mob.

Yog tias cov hom lag luam hauv tebchaws yuav loj hlob sai, tus nqi qis xwb tsis txaus. Cov kws kho mob uas mob siab txog suav nrog:

 Duab meej;
 Kev yooj yim ntawm kev teeb tsa;
 Kev yooj yim ntawm kev tswj hwm qhov loj me;
 Kev ruaj khov ntawm lub kaw lus dej / cua;
 Kev siv tau ntawm txoj kab biopsy;
 Kev ruaj khov ntawm lub qhov;
 Lub sijhawm teb tom qab muag khoom;
 Muaj peev xwm los txhawb cov xwm txheej kho mob nyuaj.

Qhov tseem ceeb ntawm Sonoscape yog nyob rau hauv qhov tseeb tias nws tsis yog tsuas yog nrhiav kev hloov pauv qis xwb. Hloov chaw, nws tab tom nce mus rau qhov siab kawg endoscopes, cov hom scope tshwj xeeb, AI tswj xyuas zoo, 4K platforms, thiab ntau-scope ua ke kev daws teeb meem.

III. Kev Hloov Pauv Loj Thawj Zaug Hauv Kev Lag Luam Endoscopy Yooj Yim Hauv Suav Teb: Los ntawm "Cuab Yeej Kuaj Mob" mus rau "Platform Kho Mob"

Yav dhau los, ntau lub tsev kho mob tau nkag siab yooj yim txog cov khoom siv endoscopes uas yoog tau: gastroscopes thiab colonoscopes yog rau kev kuaj mob. Tab sis niaj hnub no, cov khoom siv endoscopy uas yoog tau tsis yog tsuas yog ib qho cuab yeej kuaj mob xwb; nws tau hloov zuj zus mus ua ib qho chaw kuaj mob thiab kho mob.

Tam sim no nws muaj peev xwm ua tau:

 Kev kuaj mob qog noj ntshav thaum ntxov ntawm txoj hnyuv zom zaub mov;
 Kev kuaj biopsy;
 Kev phais polypectomy;
EMR (Kev phais mob ntawm cov leeg nqaij endoscopic);
ESD (Kev Tshawb Xyuas Submucosal Endoscopic);
ERCP (Endoscopic Retrograde Cholangiopancreatography);
EUS (Endoscopic Ultrasound) qhov;
EBUS (Endobronchial Ultrasound) kev xuas;
Kev pom thiab kho cov kua tsib ncaj qha;
 Kev kuaj mob thiab kev kho mob ntawm Bronchoscopy;
 Kev kho mob hemostatic;
 Kev kaw;
 Kev nthuav dav;
 Kev tso chaw ntawm Stent;
 Kev kho mob hauv zos.

Yog li ntawd, qhov kev hloov pauv tseem ceeb hauv kev lag luam yog kev hloov pauv ntawm kev "saib ib zaug xwb" mus rau qhov muaj peev xwm "pom tseeb, nkag mus, phais, nres ntshav, thiab kho tau zoo."
Qhov no yog vim li cas ob lub tuam txhab siv khoom siv endoscopic thiab cov tuam txhab khoom siv endoscopic thiaj li hloov kho dua tshiab:

Ntawm sab khoom siv: Txhawm rau kom pom tseeb dua.
Ntawm sab khoom siv: Txhawm rau kom kho tau zoo dua.
Ntawm sab kev cob qhia: Txhawb kom cov kws kho mob ua tau cov txheej txheem nyuaj dua.
Ntawm sab tom qab muag: Txhawm rau kom ntseeg tau tias cov chaw endoscopy ua haujlwm tas mus li.

IV. Kev Lag Luam Dynamics: Kev Hloov Chaw Hauv Tebchaws Nkag Mus Rau Hauv Dej tob

Kev lag luam endoscopy uas yoog tau hauv Suav teb tau ntev los lawm los ntawm cov hom lag luam txawv teb chaws. Txawm li cas los xij, kev hloov pauv hauv tsev tam sim no tau nkag mus rau theem ob.

Theem 1: Kev Hloov Chaw Raws Li Tus Nqi

Thaum ntxov, cov khoom siv endoscopes hauv tsev feem ntau nkag mus rau hauv tsev kho mob los ntawm kev siv qhov zoo ntawm tus nqi. Cov hom lag luam xa tawm tuaj kim heev; cov hom lag luam hauv tsev pheej yig dua.
Qee lub tsev kho mob thawj zaug, tsev kho mob theem ob, thiab cov tsev kawm ntawv uas muaj nyiaj tsawg txaus siab sim cov khoom siv hauv tsev. Txawm li cas los xij, kev hloov pauv ntawm theem no tsuas yog qhov tsis pom tseeb xwb. Cov kws kho mob tej zaum yuav tau kho cov tsom iav hauv tsev tsuas yog cov khoom siv thaub qab, tsis yog lawv cov khoom siv tseem ceeb.

Theem 2: Kev Hloov Chaw Raws Li Kev Ua Tau Zoo

Kev lag luam tam sim no tab tom nkag mus rau theem ntawm kev hloov pauv raws li kev ua tau zoo. Qhov no txhais tau tias cov khoom lag luam hauv tsev yuav tsum sib npaug lossis txawm tias ib nrab dhau ntawm cov hom lag luam xa tawm hauv kev ua tau zoo hauv kev kho mob.

Sonoscape Medical's 4K iEndo Smart Endoscopy Platform HD-650 series, uas tau tsim tawm xyoo 2025, yog tus sawv cev tseem ceeb ntawm qhov kev taw qhia no. Raws li daim ntawv qhia txhua xyoo ntawm Sonoscape, lub tuam txhab tau ua tiav kev thaij duab super-resolution tiag tiag rau 4K endoscopic video hauv kev siv tshuab thaij duab thiab kev ua cov duab digital. Nws kuj tau ua tiav cov thev naus laus zis xws li fusion spectral imaging, spectrum aggregation imaging, photoelectric composite chromoendoscopy, multispectral imaging, low-latency image processing, thiab real-time 4K ultra-high-definition digital image processing.

Cov thev naus laus zis no tsis yog tsuas yog rau cov lus qhia zoo xwb; lawv ncaj qha pab cov kev xav tau kev kho mob:

 Pom tseeb dua ntawm cov ciam teb mob qog noj ntshav thaum ntxov;
 Cov qauv mucosal zoo dua;
 Kev txheeb xyuas yooj yim dua ntawm cov qauv microvascular;
 Ntau qhov sib txawv ntawm cov xim sib txawv hauv cov qhov txhab;
 Cov duab qis dua latency;
 Kev ruaj khov ntau dua rau cov kws kho mob thaum lub sijhawm ua haujlwm ntev.

Qhov no yog qhov tseem ceeb rau seb cov endoscopes hauv tsev puas tuaj yeem nkag mus rau hauv cov xwm txheej tseem ceeb ntawm cov tsev kho mob Qib IIIA.

Theem 3: Kev Hloov Chaw Raws Li Ecosystem

Yog tias koj xav mus ntxiv, kev hloov pauv hauv tebchaws yav tom ntej yuav tsis yog hais txog kev hloov ib lub scope lossis ib qho khoom siv xwb. Hloov chaw, nws yuav yog hais txog kev hloov "kev siv ecosystem" uas tau tsim los ntawm cov hom lag luam xa tawm los ntev.

Lub ecosystem no suav nrog:
 Cov khoom siv;
Cov Scope;
 Cov tshuab thaij duab;
 Cov hom kev tshwj xeeb;
 Cov khoom siv kho mob;
Kev cob qhia kws kho mob;
 Kev cob qhia kws saib mob;
 Kev saib xyuas tom qab muag;
 Kev txhawb nqa kev kawm;
Cov kev kho mob;
 Cov txheej txheem tswj xyuas zoo.

Yav tom ntej, cov tsev kho mob yuav tsis yog tsuas yog yuav cov khoom xwb, tab sis yuav muaj peev xwm ua tiav.

Yog li ntawd, kev sib tw hauv kev lag luam endoscopy hloov pauv tau hloov ntawm "kev hloov khoom" mus rau "kev hloov pauv ecosystem."

Txog ZRHmed

ZRHmed yog lub chaw tsim khoom hauv Suav teb tshwj xeeb hauv cov khoom siv endoscopic. Peb cov khoom lag luam suav nrogcov yeeb yaj kiab hemostatic, kev phais mob polypectomy, koob txhaj tshuaj, cov forceps biopsy, txhuam ntxuav, thiabcov ntaub thaiv kev nkag mus rau hauv ureteralCov khoom tseem ceeb yog MDR CE daim ntawv pov thawj thiab xa tawm mus rau Tebchaws Europe, Middle East, Southeast Asia, thiab South America. Peb cog lus tias yuav ua tus khub koom tes ntseeg siab rau cov kws kho mob endoscopist thoob ntiaj teb.