Poyendetsedwa ndi kupitirizabe kuwonjezeka kwa opaleshoni yochepetsetsa pang'ono ndi ndondomeko zolimbikitsa kukweza kwa zipangizo zachipatala, msika wa endoscope wachipatala ku China umasonyeza kulimba kwa kukula mu theka loyamba la 2025. Misika yonse ya endoscope yolimba komanso yosinthika idaposa 55% kukula kwa chaka ndi chaka. Kuphatikizika kwakukulu kwa kupita patsogolo kwaukadaulo ndi kulowetsa m'malo mwapanyumba kukuyendetsa kusintha kwamakampaniwo kuchoka pa "kukula" kupita ku "kukweza bwino komanso kuchita bwino."
Kukula Kwamsika ndi Kukula Kwachangu
1. Ntchito Zamsika Zonse
Mu theka loyamba la 2025, msika waku China wakuchipatala udapitilira kukula, msika wokhazikika wa endoscope ukukula ndi 55% pachaka komanso msika wosinthika wa endoscope ukukula ndi 56%. Poyerekeza ziwerengerozo ndi kotala, kugulitsa kwa endoscope m'gawo loyamba kudakwera pafupifupi 64% pachaka ndi 58%, kupitilira kukula kwa zida zowonera zamankhwala (78.43%). Kukula kumeneku kudayendetsedwa ndi kuchuluka kwa opaleshoni yocheperako (kuchuluka kwa njira zamtundu wa endoscopic kuchuluka kwa 32% pachaka) komanso kufunikira kokweza zida (ndondomeko zokweza zida zidapangitsa kuti 37% ichuluke).
2. Kusintha Kwamapangidwe Pazigawo Zamsika
• Msika wosasunthika wa endoscope: Kuchulukirachulukira pakati pa mitundu yakunja kudakwera, pomwe Karl Storz ndi Stryker adawonjezera gawo lawo lamsika ndi 3.51 peresenti, kukweza chiŵerengero cha CR4 kuchoka pa 51.92% kufika pa 55.43%. Otsogola apakhomo, Mindray Medical ndi Opto-Meddy, adawona kuti msika wawo ukucheperachepera. Komabe, Tuge Medical idatuluka ngati wopambana modabwitsa ndi chiwonjezeko chachaka ndi chaka cha 379.07%. Ma laparoscope ake a 4K fluorescence adapeza chiwongola dzanja cha 41% m'zipatala zoyambirira.
• Msika wosinthika wa endoscope: Gawo la Olympus linatsika kuchokera ku 37% kufika pansi pa 30%, pamene Fujifilm, Hoya, ndi malonda apanyumba Aohua ndi Kaili Medical adawona kuwonjezeka kwa 3.21 peresenti. Chiŵerengero cha CR4 chatsika kuchoka pa 89.83% kufika pa 86.62%. Makamaka, msika wotayika wamagetsi wamagetsi wakula ndi 127% pachaka. Makampani monga Ruipai Medical ndi Pusheng Medical adapeza malonda opitilira 100 miliyoni yuan pachinthu chilichonse, ndikulowa mu gastroenterology ndi urology kufika 18% ndi 24%, motsatana.
Technological Innovation ndi Product Iteration
1. Zopambana Zamakono Zamakono
• Kujambula kwa Optical: Mindray Medical inayambitsa gwero la kuwala kwa HyPixel U1 4K fluorescence, kudzitamandira ndi kuwala kwa 3 miliyoni lux. Kuchita kwake kumatsutsana ndi Olympus VISERA ELITE III, pamene akupereka mtengo wotsika wa 30%. Izi zathandiza kuonjezera gawo la msika wa magetsi apanyumba kuchoka pa 8% kufika pa 21%. Dongosolo la MicroPort Medical's 4K 3D fluorescence endoscope latsimikizika, ndikukwaniritsa kulondola kwa kujambula kwa 0.1mm ndikuwerengera 60% ya opareshoni ya hepatobiliary.
• Kuphatikiza kwa AI: Kaili Medical's ultrasound endoscope probe imadzitamandira kuti iposa 0.1mm. Kuphatikizidwa ndi njira yake yodziwira matenda mothandizidwa ndi AI, yawonjezera kuchuluka kwa khansa ya m'mimba yoyambirira ndi 11 peresenti. Dongosolo la Olympus 'AI-Biopsy lachulukitsa kuchuluka kwa adenoma ndi 22% panthawi ya colonoscopy. Komabe, chifukwa chakuchulukira m'malo mwazinthu zapakhomo, msika wake ku China watsika ndi 7 peresenti.
• Ukadaulo wotayidwa: Innova Medical ya m'badwo wachinayi wotayika ureteroscope (7.5Fr m'mimba mwake, 1.17mm njira yogwirira ntchito) ili ndi chiwopsezo cha 92% pakuchita opaleshoni yamwala yovuta, kufupikitsa nthawi ya opaleshoni ndi 40% poyerekeza ndi njira zachikhalidwe; kuchuluka kwa ma bronchoscopes otayidwa a Happiness Factory m'zipatala zopumira kunja kwalumpha kuchoka pa 12% kufika pa 28%, ndipo mtengo pamlandu uliwonse wachepetsedwa ndi 35%.
2. Mawonekedwe a Katundu Akubwera
• Capsule Endoscope: Anhan Technology ya m'badwo wachisanu yoyendetsedwa ndi maginito kapsule endoscope imathandizira "munthu m'modzi, zida zitatu" opareshoni, kumaliza mayeso 60 am'mimba mu maola anayi. Nthawi yotulutsa lipoti lothandizidwa ndi AI yachepetsedwa mpaka mphindi 3, ndipo kuchuluka kwake m'zipatala zamaphunziro apamwamba kwakwera kuchokera 28% mpaka 45%.
• Smart Workstation: Mindray Medical's HyPixel U1 system imaphatikiza kuthekera kolumikizana ndi 5G kutali ndipo imathandizira kuphatikizika kwa data yama multimodal (endoscopic imaging, pathology, and biochemistry). Chipangizo chimodzi chimatha kukonza milandu 150 patsiku, kuwongolera kwa 87.5% poyerekeza ndi mitundu yakale.
Madalaivala a Policy ndi Kukonzanso Msika
1. Zotsatira Zakutsata Ndondomeko
• Equipment Replacement Policy: Dongosolo langongole lapadera losintha zida zachipatala (zokwana 1.7 thililiyoni yuan), lomwe linakhazikitsidwa mu Seputembara 2024, lidapeza zopindulitsa kwambiri mu theka loyamba la 2025. Ntchito zogulira zinthu zokhudzana ndi Endoscope zidapanga 18% ya ntchito zonse, ndikukweza zida zapamwamba m'zipatala zapamwamba, 6% ndi zida zapanyumba. zipatala zikuwonjezeka kufika 58%.
• Kupita patsogolo kwa Project County Thousand County: Kuchuluka kwa ma endoscopes okhwima ogulidwa ndi zipatala zachigawo adatsika kuchoka pa 26% mpaka 22%, pomwe gawo la ma endoscope osinthika adatsika kuchoka pa 36% mpaka 32%, kuwonetsa mchitidwe wokweza kasinthidwe ka zida kuchokera pazoyambira mpaka zapamwamba. Mwachitsanzo, chipatala cha m'chigawo chapakati chinapambana mwayi wopeza Fujifilm ultrasonic electronic bronchoscope (EB-530US) pa 1.02 miliyoni yuan, mtengo wa 15% pazida zomwezi mu 2024.
2. Zotsatira za Kugula Motengera Volume
Ndondomeko yogulira zinthu potengera kuchuluka kwa ma endoscopes yomwe yakhazikitsidwa m'zigawo 15 m'dziko lonselo yapangitsa kuti mitengo ichepe ndi 38% yamitundu yakunja ndi chiwongola dzanja chopambana pazida zapakhomo kupitilira 50% koyamba. Mwachitsanzo, pogula ma laparoscope ndi zipatala zapamwamba za m'chigawochi, zida zapakhomo zidakwera kuchoka pa 35% mchaka cha 2024 kufika pa 62%, ndipo mtengo pagawo lililonse udatsika kuchoka pa 850,000 yuan kufika pa 520,000 yuan.
Kulephera kwa Magetsi/Kuyatsa
1. Magwero a kuwala amazimiririka/kuchepa pang'onopang'ono
• Zomwe zingayambitse: Kulephera kwa magetsi (socket yotayirira, chingwe chowonongeka), kulephera kwa fani ya magetsi (chitetezo cha kutentha kwambiri), mababu akuyandikira.
• Zochita: Bwezerani soketi yamagetsi ndikuyang'ana kutsekereza chingwe. Ngati chotenthetsera sichikuzungulira, zimitsani chipangizocho kuti chiziziritsa (kuteteza gwero la kuwala lisapse).
2. Kutayikira kwa zida (kosowa koma koopsa)
• Zomwe zingatheke: Kuwonongeka kwa kayendedwe ka mkati (makamaka high-frequency electrosurgical resection endoscopes), kulephera kwa chisindikizo chopanda madzi, kulola kuti madzi alowe mu dera.
• Kuthetsa mavuto: Gwiritsani ntchito chowunikira chotuwira kuti mugwire gawo lachitsulo la chipangizocho. Ngati alamu ikulira, zimitsani mphamvuyo nthawi yomweyo ndikulumikizana ndi wopanga kuti awone. (Musapitilize kugwiritsa ntchito chipangizochi.)
Makhalidwe a Katundu Wachigawo ndi Chipatala
1. Kusiyana kwa Msika Wachigawo
• Kugula Kukula Kwambiri: Gawo lachigawo chakummawa linakwera ndi 2.1 peresenti kufika pa 58%. Moyendetsedwa ndi ndondomeko zowonjezera zida, zogula m'madera apakati ndi kumadzulo zinawonjezeka ndi 67% pachaka. Zipatala zapachigawo cha Sichuan zidachulukitsa kuwirikiza kawiri kugula kwawo zinthu zolimba chaka ndi chaka.
• Flexible Scope Purchas: Gawo lakummawa linatsika ndi 3.2 peresenti kufika pa 61%, pamene madera apakati ndi kumadzulo adawona kuwonjezeka kwa 4.7 peresenti. Kugula kosinthika kosinthika ndi zipatala zapamwamba m'chigawo cha Henan kudakwera ndi 89% pachaka, makamaka poyang'ana zinthu zapamwamba monga ma endoscopes a ultrasound ndi ma endoscopes okulitsa.
2. Chipatala-Level Demand Stratification
• Zipatala zamaphunziro apamwamba zidakhalabe zogula kwambiri, zogula mokhazikika komanso zosinthika zomwe zimatengera 74% ndi 68% ya mtengo wonse, motsatana. Anayang'ana kwambiri zida zapamwamba monga 4K fluorescence laparoscopes ndi bronchoscopes zamagetsi. Mwachitsanzo, chipatala chapamwamba ku East China chinagula KARL STORZ 4K thoracoscopic system (mtengo wonse: 1.98 miliyoni yuan), ndi ndalama zapachaka zopitirira 3 miliyoni yuan zothandizira zopangira fulorosenti.
• Zipatala zachigawo: Pakufunika kwambiri kukweza zida. Chigawo cha zinthu zoyambira pansi pa 200,000 yuan pakugula kolimba kwa endoscope chatsika kuchokera pa 55% mpaka 42%, pomwe gawo lamitundu yapakati pamitengo yapakati pa 300,000 ndi 500,000 yakwera ndi 18 peresenti. Kugula kofewa kwa endoscope makamaka kumakhala ndi matanthauzidwe apamwamba a gastrosikopu ochokera ku Kaili Medical ndi Aohua Endoscopy, okhala ndi mtengo wapakati pafupifupi 350,000 yuan pa unit, 40% kutsika kuposa mitundu yakunja.
Competitive Landscape ndi Corporate Dynamics
1. Kusintha kwa Strategic ndi Mitundu Yachilendo
• Kulimbitsa Zolepheretsa Zamakono: Olympus ikufulumizitsa kutulutsidwa kwa dongosolo la AI-Biopsy ku China, pogwirizana ndi zipatala za 30 Class-A kuti akhazikitse malo ophunzitsira AI; Stryker wakhazikitsa 4K fluorescence laparoscope (yolemera 2.3 kg), ndikupeza 57% yopambana m'malo opangira opaleshoni masana.
• Kuvuta kwa Kulowa kwa Channel: Kupambana kwa malonda akunja m'zipatala zachigawo chatsika kuchokera ku 38% mpaka 29% mu 2024. Ofalitsa ena akusintha kuzinthu zapakhomo, monga East China wogawira chizindikiro cha Japan, chomwe chinasiya bungwe lake lokhalokha ndikusintha ku Mindray Medical mankhwala.
2. Kufulumizitsa Kusinthana Kwapakhomo
• Kayendetsedwe ka Makampani Otsogola: Ndalama zokhazikika zabizinesi ya Mindray Medical zidakwera ndi 55% pachaka, ndi makontrakitala opambana afika 287 miliyoni yuan; Bizinesi yosinthika ya endoscope ya Kaili Medical idawona phindu lake likuwonjezeka kufika pa 68%, ndipo kuchuluka kwake kwa AI ultrasound endoscope m'madipatimenti a gastroenterology kudaposa 30%.
• Kuwonjezeka kwa makampani opanga nzeru: Tuge Medical yapeza kukula mofulumira kudzera mu chitsanzo cha "zida + consumables" (chiwongoladzanja chowombola chaka ndi chaka cha fluorescent agents ndi 72%), ndipo ndalama zake mu theka loyamba la 2025 zadutsa chaka chonse cha 2024; Makina a laser a Opto-Mandy's 560nm semiconductor laser amatenga 45% ya opaleshoni ya urological, yomwe ndi yotsika ndi 30% kuposa mtengo wa zida zotumizidwa kunja.
Zovuta ndi Tsogolo Loyang'ana
1. Nkhani Zomwe Zilipo
• Kuopsa kwa Supply Chain: Kudalira kutengera zinthu zamtundu wapamwamba kwambiri (monga mitolo ya zithunzi za fiber optic) kumakhalabe pa 54%. Kuphatikizika kwa zida za endoscope pamndandanda wowongolera zotumiza kunja ku US kwachulukitsa masiku ochulukirachulukira amakampani apanyumba kuyambira masiku 62 mpaka masiku 89.
• Zofooka za Cybersecurity: 92.7% ya ma endoscopes atsopano amadalira ma intraneti a chipatala kuti atumize deta, komabe ndalama zogulira chitetezo cha zipangizo zapakhomo zimakhala ndi 12.3% yokha ya bajeti za R & D (poyerekeza ndi chiwerengero cha padziko lonse cha 28.7%). Kampani imodzi yotchulidwa pa Msika wa STAR idalandira Chenjezo la Yellow Card pansi pa EU MDR pakugwiritsa ntchito tchipisi zomwe sizinali zovomerezeka za FIPS 140-2.
2. Future Trend Forecast
• Kukula Kwamsika: Msika waku China waku endoscope ukuyembekezeka kupitilira 23 biliyoni mu 2025, pomwe ma endoscopes otayika omwe amawerengera 15% ya onse. Msika wapadziko lonse lapansi ukuyembekezeka kufika US $ 40.1 biliyoni, dera la Asia-Pacific likutsogola kukula (9.9%).
• Njira Yamakono: 4K ultra-high definition, AI-assisted diagnosis, ndi fluorescence navigation will be standard features, with the market share of smart endoscopes akuyembekezeka kufika 35% pofika 2026. Ma capsule endoscopes adzakwezedwa ndi kujambula kwa multispectral ndi kumangidwanso kwa 3D. Anhan Technology's Wuhan maziko atenga gawo la 35% pamsika wapakhomo atayamba kupanga.
• Zokhudza Ndondomeko: "Kukweza Zida" ndi "Pulojekiti ya Magawo zikwi zikwi" akupitiriza kubweretsa zofunikira. Kugula kwa chipatala cha County-level endoscope kukuyembekezeka kukwera ndi 45% chaka chilichonse mu theka lachiwiri la 2025, pomwe zida zopambana zomwe zidapangidwa mdziko muno zikupitilira 60%.
Malipiro a ndondomeko akupitiriza kutulutsidwa. "Kupititsa patsogolo Zida" ndi "Pulojekiti ya Magawo Zikwi" idzayendetsa kuwonjezeka kwa 45% pachaka kwa endoscope kugula ndi zipatala zachigawo chachigawo mu theka lachiwiri la chaka, ndi kupambana kwa zida zapakhomo kuyenera kupitirira 60%. Motsogozedwa ndi luso laukadaulo komanso kuthandizira kwa mfundo, msika waku China wa endoscope wamankhwala ukusintha kuchoka "kutsata" kupita "kuthamanga limodzi," ndikuyamba ulendo watsopano wachitukuko chapamwamba.
Ife, Jiangxi Zhuoruihua Medical Instrument Co., Ltd., ndi opanga ku China okhazikika pazakudya zama endoscopic, kuphatikiza GI mzere mongabiopsy forceps, hemoclip, polyp msampha, sclerotherapy singano, kupopera catheter, maburashi a cytology, guidewire, dengu lochotsa miyala, nasal biliary ngalande catheteetc. omwe amagwiritsidwa ntchito kwambiri muEMR, ESD, ERCP. Ndi Urology Line, mongachotupa cha ureterndiureral kulowa m'chimake ndi kuyamwa, mwala,Dengu Lochotsa Mwala Wamkodzo,ndiurology guidewirendi zina.
Zogulitsa zathu ndi zovomerezeka za CE, ndipo zomera zathu ndi ISO. Katundu wathu watumizidwa ku Europe, North America, Middle East ndi gawo la Asia, ndipo amapeza makasitomala ambiri kuzindikira ndi kutamandidwa!
Nthawi yotumiza: Aug-12-2025