Nyob rau hauv lub teb ntawm domestic kho mob endoscopes, ob leeg Flexible thiab Rigid endoscopes tau ntev lawm dominated los ntawm cov khoom. Txawm li cas los xij, nrog kev txhim kho tas mus li ntawm kev ua tau zoo hauv tsev thiab kev nce qib sai ntawm kev hloov pauv hloov pauv, Sonoscape thiab Aohua sawv tawm ua cov tuam txhab sawv cev hauv kev hloov pauv endoscopes.
Kev lag luam endoscope kho mob tseem yog tus thawj coj los ntawm kev xa khoom
Tag nrho cov txheej txheem kev lag luam thiab cov txheej txheem kev lag luam ntawm Tuam Tshoj txoj kev kho mob endoscope kev lag luam tau ntev dhau los ntawm cov teb chaws tsim, tab sis ntau lub tuam txhab tau ua tiav zoo hauv qee qhov kev lag luam, maj mam nce nrog cov khoom lag luam nruab nrab-rau-high-end hauv cov cim kev ua tau zoo xws li cov duab meej thiab xim luam tawm. Nyob rau hauv 2017, lub localization tus nqi ntawm Tuam Tshoj txoj kev kho mob endoscope kev lag luam tsuas yog 3.6%, uas tau nce mus rau 6.9% nyob rau hauv 2021, thiab nws yuav tsum mus txog 35.2% nyob rau hauv 2030.
Domestication tus nqi ntawm kev kho mob endoscopes hauv Suav teb(Ntshuam & Hauv tsev)
Rigid Endoscope: Hauv xyoo 2022, kev lag luam loj ntawm Tuam Tshoj txoj kev lag luam nruj endoscope yog kwv yees li 9.6 billion yuan, thiab cov khoom lag luam txawv teb xws li Karl Storz, Olympus, Stryker, thiab Wolf brand account rau tag nrho ntawm 73.4% ntawm kev lag luam. Cov khoom lag luam hauv tsev tau pib lig, tab sis cov tuam txhab hauv tsev sawv cev los ntawm Mindray tau nce sai, suav txog li 20% ntawm kev lag luam sib koom.
Flexibe Endoscope: Hauv xyoo 2022, kev lag luam loj ntawm Tuam Tshoj txoj kev lag luam hloov pauv endoscope yog kwv yees li 7.6 billion yuan, thiab cov khoom lag luam txawv teb Olympus tsuas yog ib qho, suav txog 60.40% ntawm kev lag luam hauv teb chaws, thiab Fuji ntawm Nyij Pooj thib ob nrog ib feem ntawm 14%. Cov tuam txhab hauv tsev sawv cev los ntawmSonoscapethiab Aohua rhuav tshem cov thev naus laus zis txawv teb chaws thiab tau nce sai. Nyob rau hauv 2022, Sonoscape ranked thawj nyob rau hauv Tuam Tshoj nrog ib feem ntawm 9% thiab thib peb hauv kev ua lag luam; Aohua nyob rau qib thib ob hauv Suav teb nrog kev sib koom ntawm 5.16% thiab thib tsib hauv kev ua lag luam.
Khoom Matrix
Aohua tsom mus rau kev kho mob hloov pauv endoscopes thiab khoom siv khoom siv peripheral. Nws cov khoom siv dav siv hauv chaw kho mob xws li gastroenterology, tshuaj ua pa, otolaryngology, gynecology, thiab tshuaj kho mob xwm txheej ceev.
Lub tuam txhab tau tsim plaub kab khoom loj, suav nrog ultrasound, endoscopy, kev phais me me, thiab kev cuam tshuam ntawm lub plawv. Txoj kev loj hlob ntawm ntau yam khoom kab tau pib tsim. Ntawm lawv, kev lag luam endoscopy tau dhau los ua ib qho ntawm cov tuam txhab kev lag luam tseem ceeb thiab tseem yog lub tuam txhab lub ntsiab ntawm kev loj hlob. Lub tuam txhab kev lag luam endoscopy feem ntau yog raws li kev hloov pauv endoscopes, thiab nws kuj muaj cov khoom siv endoscopy peripheral consumables thiab rigid endoscopes.
Flexible Endoscope khoom layout ntawm txhua lub tuam txhab
Sonoscape thiab Aohua ob leeg tau tsim cov khoom lag luam ua tiav hauv thaj chaw ntawm cov khoom siv endoscopes, thiab lawv cov khoom lag luam systematization yog ze rau ntawm Olympus, tus thawj coj thoob ntiaj teb hauv kev hloov pauv endoscopes.
Aohua cov khoom lag luam flagship AQ-300 yog nyob rau hauv kev ua lag luam high-end, AQ-200 nrog kev ua tau zoo thiab tus nqi yog tsom rau ntawm kev ua lag luam nruab nrab, thiab cov khoom siv yooj yim xws li AQ-120 thiab AQ-100 yog qhov tsim nyog rau kev lag luam hauv paus.
Sonoscape's saj zawg zog endoscope khoom HD-580 yog positioned nyob rau hauv lub high-end kev ua lag luam, thiab cov khoom tseem ceeb tam sim no ntawm kev muag khoom yog HD-550, uas yog positioned nyob rau hauv nruab nrab. Nws muaj cov khoom lag luam nplua nuj nyob hauv cov khw muag khoom qis thiab nruab nrab.
Kev sib piv ntawm qhov nruab nrab thiab qib high-endoscopes
Sonoscape thiab Aohua's high-end endoscope cov khoom twb ntes tau nrog thoob ntiaj teb cov hom lag luam hauv ntau yam ntawm kev ua tau zoo. Txawm hais tias cov khoom lag luam high-end ntawm ob tau nce qib hauv kev ua lag luam rau lub sijhawm luv luv, lawv tau nrawm nrawm hauv kev lag luam high-end los ntawm kev cia siab rau kev ua tau zoo thiab kev ua haujlwm siab.
Tam sim no, kev lag luam hauv tsev ntawm Aohua thiab Sonoscape feem ntau yog hauv tsev kho mob theem nrab thiab qis dua. Nyob rau tib lub sijhawm, tso siab rau kev tshaj tawm cov khoom lag luam high-end, lawv tau ceev nrooj txeeb lub lag luam high-end saum toj no theem tertiary hauv xyoo tas los no, thiab lawv cov khoom tau lees paub los ntawm kev ua lag luam. Ntawm lawv, Sonoscape endoscopes tau nkag mus rau ntau dua 400 lub tsev kho mob qib siab los ntawm 2023; Aohua cia siab rau kev txhawb nqa ntawm AQ-300 4K ultra-high-definition endoscope system hauv 2024, thiab tau teeb tsa (suav nrog kev sib tw yeej) 116 lub tsev kho mob qib siab xyoo ntawd (73 thiab 23 lub tsev kho mob qib siab tau teeb tsa hauv 2023 thiab 2022 raws).
Cov nyiaj tau los ua haujlwm
Nyob rau hauv xyoo tas los no, kev ua tau zoo ntawm Sonoscape thiab Aohua tau loj hlob sai, tshwj xeeb tshaj yog nyob rau hauv kev lag luam endoscopy. Txawm hais tias yuav muaj kev hloov pauv hauv 2024 vim muaj kev cuam tshuam ntawm kev lag luam cov cai, kev ua raws li cov cai hloov kho cov cuab yeej txuas ntxiv yuav ua rau kev rov qab los ntawm kev lag luam xav tau.
Aohua cov nyiaj tau los endoscopy tau nce los ntawm 160 lab yuan hauv 2018 txog 750 lab yuan hauv 2024. Hauv 2020, vim muaj kev cuam tshuam ntawm kev sib kis, cov nyiaj tau los ntawm lub xyoo poob los ntawm 11.6%. Txij li thaum tso tawm cov khoom siv high-end hauv 2023, kev ua tau zoo tau nce ntxiv. Hauv xyoo 2024, qhov kev loj hlob tau poob qis vim muaj kev cuam tshuam ntawm cov cuab yeej siv kho mob hauv tsev.
Sonoscape Medical cov nyiaj tau los tag nrho tau nce los ntawm 1.23 billion yuan hauv 2018 mus rau 2.014 billion yuan hauv 2024. Ntawm lawv, cov nyiaj tau los ntawm cov lag luam endoscopy tau nce los ntawm 150 lab yuan hauv 2018 txog 800 lab yuan hauv 2024, txawm tias muaj kev cuam tshuam hauv 2024. qee qhov kev loj hlob, tab sis raws li kev cuam tshuam ntawm cov cuab yeej siv kho mob cov cai hauv xyoo 2024, kev lag luam endoscopy cuam tshuam tau poob qis me ntsis.
Hais txog lub tuam txhab cov nyiaj tau los, Sonoscape tag nrho cov lag luam ntim ntau dua li Aohua, tab sis nws txoj kev loj hlob yog me ntsis qis dua Aohua. Rau kev lag luam endoscopy, Sonoscape's endoscopy-related lag luam tseem me ntsis loj dua Aohua's. Xyoo 2024, Sonoscape thiab Aohua cov nyiaj tau los ntawm kev lag luam endoscopy yuav yog 800 lab thiab 750 lab raws li; Nyob rau hauv cov nqe lus ntawm kev loj hlob, Sonoscape's endoscopy lag luam loj hlob sai dua Aohua ua ntej 2022, tab sis txij li xyoo 2023, vim qhov nce ntawm Aohua cov khoom lag luam siab, Aohua qhov kev loj hlob tau tshaj Sonoscape's endoscopy kev lag luam loj hlob.
Kev sib piv ntawm kev khiav hauj lwm cov nyiaj tau los ntawm Aohua thiab Sonoscape
(100 lab yuan)
Kev lag luam hauv tsev kho mob endoscope yog tus thawj coj los ntawm cov khoom lag luam. Cov tuam txhab tsim khoom hauv tebchaws uas sawv cev los ntawm Sonoscape thiab Aohua tau nce sai thiab maj mam hloov cov khoom xa tuaj. Kev lag luam hauv tsev yog thaj chaw lag luam tseem ceeb tshaj plaws ntawm Sonoscape thiab Aohua. Hauv xyoo 2024, kev lag luam hauv tsev suav nrog 51.83% thiab 78.43% ntawm Sonoscape thiab Aohua lub lag luam ntim raws li. Nyob rau tib lub sijhawm, cov tuam txhab ua lag luam hauv tsev sawv cev los ntawm Sonoscape thiab Aohua tau nquag xa mus rau kev lag luam txawv teb chaws, thiab kev lag luam ntim ntawm kev kho mob endoscopes hauv kev lag luam thoob ntiaj teb tseem nce ntxiv.
Aohua lub lag luam endoscope thoob ntiaj teb txuas ntxiv mus, los ntawm 100 lab yuan hauv 2020 txog 160 lab yuan hauv 2024, tab sis nws cov lag luam thoob ntiaj teb tau nqis los ntawm 36.8% hauv 2020 mus rau 21.6% hauv 2024.
Sonoscape txoj kev lag luam kho mob muaj ntau yam kev lag luam, thiab cov qauv hauv tsev thiab txawv teb chaws ntawm kev lag luam endoscope tsis tau nthuav tawm cais. Lub tuam txhab tag nrho thoob ntiaj teb kev lag luam ntim tau loj hlob, los ntawm 500 lab yuan hauv 2020 txog 970 lab yuan hauv 2024, thiab qhov feem pua ntawm kev lag luam thoob ntiaj teb yog qhov ruaj khov, ntawm 43% thiab 48%.
Kev sib piv ntawm kev lag luam thoob ntiaj teb qhib los ntawm Aohua thiab Sonoscape
(100 lab yuan)
Qhov feem ntawm kev lag luam thoob ntiaj teb qhib los ntawm Aohua thiab Sonoscape
Qib nyiaj tau los
Raws li ob lub tuam txhab ua lag luam ntawm kev kho mob hauv tsev Flexible endoscopes, Aohua thiab Sonoscape tau khaws cov txiaj ntsig zoo tag nrho nrog lawv cov khoom lag luam zoo thiab muaj peev xwm ua lag luam. Aohua cov nyiaj tau los tag nrho tau maj mam nce los ntawm 67.4% hauv 2020 mus rau 73.8% hauv 2023, tab sis nws yuav poob mus rau 68.2% hauv 2024; Sonoscape cov nyiaj tau los tag nrho tau maj mam nce los ntawm 66.5% hauv 2020 txog 69.4% hauv 2023, tab sis nws yuav poob mus rau 63.8% hauv 2024; Sonoscape tag nrho cov nyiaj tau los tag nrho yog qis dua li ntawm Aohua, tab sis nws yog vim qhov sib txawv ntawm cov qauv kev lag luam. Xav txog kev lag luam endoscopy nkaus xwb, Sonoscape cov nyiaj tau los tag nrho tau nce los ntawm 65.5% hauv 2020 mus rau 74.4% hauv 2023, tab sis nws yuav poob mus rau 66.6% hauv 2024. Cov txiaj ntsig tag nrho ntawm ob lub lag luam endoscopy yog sib piv.
Kev sib piv ntawm cov nyiaj tau los ntawm Aohua thiab Sonoscape
R & D peev
Ob leeg Aohua thiab Sonoscape muab qhov tseem ceeb rau kev tshawb fawb thiab kev tsim khoom. Aohua tus nqi R & D tau nce los ntawm 11.7% hauv 2017 txog 21.8% hauv 2024. Sonoscape tus nqi R & D tau nyob nruab nrab ntawm 18% thiab 20% nyob rau xyoo tas los no, tab sis xyoo 2024, R&D peev tau nce ntxiv, nce mus txog 23.5%.
Kev sib piv ntawm R & D kev siv nyiaj ntawm Aohua thiab Sonoscape (million yuan)
Kev sib piv ntawm R & D cov neeg ua haujlwm peev ntawm Aohua thiab Sonoscape
Ob leeg Aohua thiab Sonoscape muab qhov tseem ceeb rau kev nqis peev hauv R & D neeg ua haujlwm. Nyob rau hauv xyoo tas los no, kev faib tawm ntawm Kaili cov neeg ua haujlwm R & D tau nyob ruaj khov ntawm 24% -27% ntawm tag nrho cov neeg ua haujlwm, thaum kev faib ntawm Aohua cov neeg ua haujlwm R&D tau nyob ruaj khov ntawm 18% -24% ntawm tag nrho cov neeg ua haujlwm.
Peb, Jiangxi Zhuoruihua Medical Instrument Co., Ltd., yog cov chaw tsim khoom hauv Suav teb tshwj xeeb hauv cov khoom siv endoscopic, 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 catheter,ureteral access sheaththiabureteral nkag sheath nrog suctionetc. uas yog dav siv nyob rau hauvEMR, ESD, ERCP. 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: Lub Xya hli ntuj-14-2025