Hauv kev lag luam kho mob hauv tsev, ob qho tib si Flexible thiab Rigid endoscopes tau ntev los ua cov khoom lag luam txawv teb chaws. Txawm li cas los xij, nrog kev txhim kho tas mus li ntawm kev zoo hauv tsev thiab kev nce qib sai ntawm kev hloov pauv los ntawm lwm lub teb chaws, Sonoscape thiab Aohua sawv tawm ua cov tuam txhab sawv cev hauv kev lag luam ntawm cov endoscopes hloov pauv tau.
Kev lag luam endoscope kho mob tseem raug tswj hwm los ntawm kev xa khoom tuaj
Tag nrho cov theem kev txawj ntse thiab cov txheej txheem kev lag luam ntawm Tuam Tshoj txoj kev lag luam endoscope kho mob tau ntev dhau los ntawm cov teb chaws tsim kho, tab sis ntau lub tuam txhab tau ua tiav zoo hauv qee qhov kev lag luam me, maj mam ntes nrog cov khoom lag luam nruab nrab mus rau qib siab hauv cov ntsuas kev ua tau zoo xws li kev pom tseeb ntawm cov duab thiab kev tsim xim. Xyoo 2017, tus nqi localization ntawm Tuam Tshoj txoj kev lag luam endoscope kho mob tsuas yog 3.6%, uas tau nce mus txog 6.9% hauv xyoo 2021, thiab nws xav tias yuav ncav cuag 35.2% hauv xyoo 2030.
Tus nqi ntawm kev siv cov khoom siv kho mob endoscopes hauv Suav teb(Ntshuam & Hauv Tebchaws)
Endoscope Rigid: Xyoo 2022, qhov loj ntawm kev ua lag luam ntawm Tuam Tshoj txoj kev ua lag luam endoscope rigid yog li ntawm 9.6 billion yuan, thiab cov hom lag luam xa tawm xws li Karl Storz, Olympus, Stryker, thiab Wolf suav rau tag nrho 73.4% ntawm cov feem ntawm kev ua lag luam. Cov hom lag luam hauv tsev pib lig, tab sis cov tuam txhab hauv tsev uas sawv cev los ntawm Mindray tau nce sai, suav txog li 20% ntawm cov feem ntawm kev ua lag luam.
Flexibe Endoscope: Xyoo 2022, qhov loj ntawm kev ua lag luam ntawm Tuam Tshoj txoj kev ua lag luam endoscope yooj ywm yog li ntawm 7.6 billion yuan, thiab lub npe xa tawm Olympus yog tib lub xwb, suav txog 60.40% ntawm cov feem ntawm kev ua lag luam hauv tsev, thiab Fuji ntawm Nyiv Pooj yog qib thib ob nrog feem ntawm 14%. Cov tuam txhab hauv tsev sawv cev los ntawmSonoscapethiab Aohua tau rhuav tshem kev tswj hwm thev naus laus zis txawv teb chaws thiab nce qib sai sai. Xyoo 2022, Sonoscape tau qeb thib ib hauv Suav teb nrog feem ntawm 9% thiab thib peb hauv kev ua lag luam; Aohua tau qeb thib ob hauv Suav teb nrog feem ntawm 5.16% thiab thib tsib hauv kev ua lag luam.
Cov Khoom Matrix
Aohua tsom mus rau kev kho mob endoscopes thiab cov khoom siv peripheral. Nws cov khoom siv dav dav hauv cov chaw kho mob xws li gastroenterology, respiratory medicine, otolaryngology, gynecology, thiab emergency medicine.
Lub tuam txhab tau tsim plaub kab khoom tseem ceeb, suav nrog ultrasound, endoscopy, phais mob minimally invasive, thiab kev cuam tshuam plawv. Tus qauv kev tsim kho ntawm ntau kab khoom tau tsim thawj zaug. Ntawm lawv, kev lag luam endoscopy tau dhau los ua ib qho ntawm cov khoom lag luam tseem ceeb ntawm lub tuam txhab thiab kuj yog lub hauv paus tseem ceeb ntawm kev loj hlob ntawm lub tuam txhab. Kev lag luam endoscopy ntawm lub tuam txhab feem ntau yog raws li cov endoscopes hloov pauv tau, thiab nws kuj suav nrog cov khoom siv endoscopy peripheral thiab cov endoscopes nruj.
Kev teeb tsa khoom Endoscope yooj ywm ntawm txhua lub tuam txhab
Sonoscape thiab Aohua ob leeg tau tsim ib qho kev teeb tsa khoom tiav hauv thaj chaw ntawm cov endoscopes mos, thiab lawv cov khoom lag luam zoo ib yam li Olympus, tus thawj coj thoob ntiaj teb hauv kev siv endoscopes yooj ywm.
Aohua cov khoom tseem ceeb AQ-300 nyob rau hauv kev lag luam siab, AQ-200 nrog kev ua tau zoo thiab tus nqi sib npaug yog tsom rau kev lag luam nruab nrab, thiab cov khoom yooj yim xws li AQ-120 thiab AQ-100 yog qhov tsim nyog rau kev lag luam hauv paus.
Sonoscape cov khoom siv endoscope ywj pheej HD-580 nyob rau hauv kev lag luam siab, thiab cov khoom lag luam tseem ceeb tam sim no muag yog HD-550, uas nyob hauv nruab nrab. Nws muaj cov khoom lag luam nplua nuj nyob rau hauv kev lag luam qis thiab nruab nrab.
Kev sib piv kev ua tau zoo ntawm cov endoscopes nruab nrab thiab qib siab
Sonoscape thiab Aohua cov khoom siv endoscope siab kawg twb tau ntes tau nrog cov npe nrov thoob ntiaj teb hauv ntau yam ntawm kev ua tau zoo. Txawm hais tias cov khoom lag luam siab kawg ntawm ob qho tau raug txhawb nqa hauv kev ua lag luam rau lub sijhawm luv luv, lawv tab tom nce qib sai sai hauv kev ua lag luam siab kawg los ntawm kev cia siab rau kev ua tau zoo thiab kev ua tau zoo tus nqi siab.
Tam sim no, kev ua lag luam hauv tsev ntawm Aohua thiab Sonoscape feem ntau yog nyob rau hauv cov tsev kho mob theem nrab thiab qis dua. Tib lub sijhawm, vam khom rau kev tso tawm cov khoom lag luam siab, lawv tau sai sai ntes tau kev ua lag luam siab dua qib 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 tsev kho mob theem nrab los ntawm xyoo 2023; Aohua vam khom rau kev txhawb nqa ntawm AQ-300 4K ultra-high-definition endoscope system hauv xyoo 2024, thiab tau teeb tsa (suav nrog kev yeej kev twv) 116 tsev kho mob theem nrab xyoo ntawd (73 thiab 23 tsev kho mob theem nrab tau teeb tsa hauv xyoo 2023 thiab 2022 feem).
Cov nyiaj tau los ntawm kev ua haujlwm
Nyob rau xyoo tas los no, kev ua tau zoo ntawm Sonoscape thiab Aohua tau loj hlob sai, tshwj xeeb tshaj yog hauv cov lag luam ntsig txog endoscopy. Txawm hais tias yuav muaj kev hloov pauv hauv xyoo 2024 vim muaj kev cuam tshuam ntawm cov cai tswjfwm kev lag luam, kev siv cov cai hloov kho khoom siv tom qab ntawd yuav tsav tsheb rov qab los ntawm kev thov ua lag luam.
Aohua cov nyiaj tau los ntawm kev siv endoscopy tau nce ntxiv los ntawm 160 lab yuan hauv xyoo 2018 mus rau 750 lab yuan hauv xyoo 2024. Xyoo 2020, vim muaj kev cuam tshuam ntawm tus kab mob sib kis, cov nyiaj tau los ntawm lub xyoo tau poob qis 11.6%. Txij li thaum tso tawm cov khoom lag luam siab kawg hauv xyoo 2023, kev loj hlob ntawm kev ua tau zoo tau nrawm dua. Xyoo 2024, qhov kev loj hlob tau poob qis vim muaj kev cuam tshuam ntawm cov cai tswjfwm txog cov khoom siv kho mob hauv tsev.
Cov nyiaj tau los ntawm Sonoscape Medical tau nce ntxiv los ntawm 1.23 billion yuan hauv xyoo 2018 mus rau 2.014 billion yuan hauv xyoo 2024. Ntawm lawv, cov nyiaj tau los ntawm cov lag luam cuam tshuam nrog endoscopy tau nce ntxiv los ntawm 150 lab yuan hauv xyoo 2018 mus rau 800 lab yuan hauv xyoo 2024. Txawm tias nyob rau hauv qhov cuam tshuam ntawm kev sib kis hauv xyoo 2020, nws tseem ua tiav qee qhov kev loj hlob, tab sis nyob rau hauv kev cuam tshuam ntawm cov cai ntsig txog cov khoom siv kho mob hauv xyoo 2024, kev lag luam cuam tshuam nrog endoscopy tau poob qis me ntsis.
Hais txog cov nyiaj tau los ntawm lub tuam txhab, Sonoscape cov nyiaj tau los tag nrho yog siab dua Aohua li, tab sis nws txoj kev loj hlob qis dua Aohua li me ntsis. Rau kev lag luam endoscopy, Sonoscape txoj kev lag luam ntsig txog endoscopy tseem loj dua Aohua li me ntsis. Xyoo 2024, Sonoscape thiab Aohua cov nyiaj tau los ntawm kev lag luam endoscopy yuav yog 800 lab thiab 750 lab feem; hais txog kev loj hlob, Sonoscape txoj kev lag luam endoscopy loj hlob sai dua Aohua ua ntej xyoo 2022, tab sis txij li xyoo 2023, vim muaj kev nce ntxiv ntawm Aohua cov khoom lag luam siab, Aohua txoj kev loj hlob tau dhau Sonoscape txoj kev lag luam endoscopy.
Kev sib piv ntawm cov nyiaj tau los ntawm kev ua haujlwm ntawm Aohua thiab Sonoscape
(100 lab yuan)
Kev lag luam endoscope kho mob hauv tsev yog tswj hwm los ntawm cov hom lag luam txawv teb chaws. Cov chaw tsim khoom hauv tsev uas sawv cev los ntawm Sonoscape thiab Aohua tab tom 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. Xyoo 2024, kev lag luam hauv tsev suav txog 51.83% thiab 78.43% ntawm Sonoscape thiab Aohua cov ntim lag luam feem. Tib lub sijhawm, cov tuam txhab ua lag luam hauv tsev uas sawv cev los ntawm Sonoscape thiab Aohua tab tom xa cov lag luam txawv teb chaws, thiab cov ntim lag luam ntawm cov endoscopes kho mob hauv tsev hauv kev lag luam thoob ntiaj teb txuas ntxiv nce siab.
Aohua txoj kev lag luam endoscope thoob ntiaj teb txuas ntxiv loj hlob, los ntawm 100 lab yuan hauv xyoo 2020 mus rau 160 lab yuan hauv xyoo 2024, tab sis nws cov feem ntawm kev lag luam thoob ntiaj teb tau poob qis los ntawm 36.8% hauv xyoo 2020 mus rau 21.6% hauv xyoo 2024.
Kev lag luam kho mob ntawm Sonoscape muaj ntau lub lag luam, thiab cov qauv hauv tebchaws thiab txawv teb chaws ntawm kev lag luam endoscope tsis tau tshaj tawm cais. Lub tuam txhab cov lag luam thoob ntiaj teb tag nrho tab tom loj hlob, los ntawm 500 lab yuan hauv xyoo 2020 txog 970 lab yuan hauv xyoo 2024, thiab 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 uas Aohua thiab Sonoscape tau qhib
(100 lab yuan)
Qhov feem pua ntawm kev lag luam thoob ntiaj teb uas Aohua thiab Sonoscape qhib
Qib nyiaj tau los
Ua ob lub tuam txhab ua lag luam hauv tsev kho mob Flexible endoscopes, Aohua thiab Sonoscape tau tswj hwm cov nyiaj tau los ntau nrog lawv cov khoom zoo thiab kev lag luam muaj peev xwm. Aohua cov nyiaj tau los maj mam nce ntxiv los ntawm 67.4% hauv xyoo 2020 mus rau 73.8% hauv xyoo 2023, tab sis nws yuav poob rau 68.2% hauv xyoo 2024; Sonoscape cov nyiaj tau los maj mam nce ntxiv los ntawm 66.5% hauv xyoo 2020 mus rau 69.4% hauv xyoo 2023, tab sis nws yuav poob rau 63.8% hauv xyoo 2024; Sonoscape cov nyiaj tau los tag nrho qis dua li Aohua me ntsis, tab sis nws feem ntau yog vim muaj qhov sib txawv ntawm cov qauv lag luam. Xav txog tsuas yog kev lag luam endoscopy xwb, Sonoscape cov nyiaj tau los tag nrho tau nce ntxiv los ntawm 65.5% hauv xyoo 2020 mus rau 74.4% hauv xyoo 2023, tab sis nws yuav poob qis mus rau 66.6% hauv xyoo 2024. Cov nyiaj tau los tag nrho ntawm ob lub lag luam endoscopy zoo sib xws.
Kev sib piv ntawm cov nyiaj tau los ntawm Aohua thiab Sonoscape
Kev nqis peev hauv R&D
Ob leeg Aohua thiab Sonoscape muab qhov tseem ceeb rau kev tshawb fawb thiab kev tsim khoom. Aohua tus nqi siv rau R&D tau nce ntxiv los ntawm 11.7% hauv xyoo 2017 mus rau 21.8% hauv xyoo 2024. Sonoscape tus nqi siv rau R&D tseem nyob nruab nrab ntawm 18% thiab 20% hauv xyoo tas los no, tab sis xyoo 2024, kev nqis peev rau R&D tau nce ntxiv, ncav cuag 23.5%.
Kev sib piv ntawm kev siv nyiaj R&D ntawm Aohua thiab Sonoscape (lab yuan)
Kev sib piv ntawm kev nqis peev ntawm cov neeg ua haujlwm R&D 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 xyoo tas los no, kev faib cov neeg ua haujlwm R&D ntawm Kaili tseem ruaj khov ntawm 24% -27% ntawm tag nrho cov neeg ua haujlwm, thaum kev faib cov neeg ua haujlwm R&D ntawm Aohua tseem ruaj khov ntawm 18% -24% ntawm tag nrho cov neeg ua haujlwm.
Peb, Jiangxi Zhuoruihua Medical Instrument Co., Ltd., yog lub chaw tsim khoom hauv Suav teb tshwj xeeb hauv cov khoom siv endoscopic, xws licov forceps biopsy, hemoclip, polyp snare, koob txhaj tshuaj sclerotherapy, tshuaj tsuag catheter, cov txhuam cytology, txoj hlua qhia, pob zeb rov qab tau pob zeb, lub raj xa dej ntawm lub qhov ntswg,lub ureteral nkag mus rau hauv lub sheaththiabureteral nkag mus rau hauv lub sheath nrog suctionthiab lwm yam uas siv dav hauvEMR, ESD, ERCPPeb cov khoom muaj daim ntawv pov thawj CE, thiab peb cov nroj tsuag muaj daim 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 kev lees paub thiab qhuas los ntawm cov neeg siv khoom!
Lub sijhawm tshaj tawm: Lub Xya Hli-14-2025