1. Malingaliro oyambira ndi mfundo zaukadaulo za ma multiplex endoscopes
Multiplexed endoscope ndi chida chachipatala chogwiritsidwanso ntchito chomwe chimalowa m'thupi la munthu kudzera m'mitsempha yachilengedwe ya thupi la munthu kapena kachidutswa kakang'ono ka opaleshoni yocheperako kuti athandizire madokotala kuzindikira matenda kapena kuthandizira opaleshoni. Dongosolo la endoscope lachipatala lili ndi magawo atatu oyambira: thupi la endoscope, gawo lopangira zithunzi ndi gawo lopangira kuwala. Thupi la endoscope lilinso ndi zigawo zikuluzikulu monga ma lens oyerekeza, masensa azithunzi (CCD kapena CMOS), mabwalo opeza ndi kukonza. Kuchokera pamalingaliro amibadwo yaukadaulo, ma endoscope ochulukirachulukira adachokera ku ma endoscope olimba kupita ku ma endoscopes a fiber kupita ku ma endoscope amagetsi. Fiber endoscopes amapangidwa pogwiritsa ntchito mfundo ya optical fiber conduction. Apangidwa ndi masauzande masauzande a ulusi wa magalasi okonzedwa mwadongosolo kuti apange mtengo wonyezimira, ndipo chithunzicho chimaperekedwa popanda kupotozedwa mwa kubwereza mobwerezabwereza. Ma endoscope amakono amagetsi amagwiritsa ntchito masensa azithunzi zazing'ono ndi ukadaulo wopangira ma siginoloji kuti apititse patsogolo kwambiri chithunzithunzi komanso kulondola kwa matenda.
2. Msika wamsika wa ma endoscopes osinthika
| Category Dimension | Type | MchomboSKalulu | Ndemanga |
|
Kapangidwe kazinthupa | Endoscopy yovuta | 1. Kukula kwa msika wapadziko lonse ndi US $ 7.2 biliyoni.2. Fluorescence hard endoscope ndiye gawo lomwe likukula mwachangu, pang'onopang'ono m'malo mwamwambo woyera endoscope. | 1. Malo ogwiritsira ntchito: opaleshoni yambiri, urology, opaleshoni ya thoracic ndi gynecology.2. Opanga akuluakulu: Karl Storz, Mindray, Olympus, ndi zina. |
| Flexible Endoscopy | 1. Kukula kwa msika wapadziko lonse ndi 33.08 biliyoni ya yuan. 2. Olympus amawerengera 60% (flexible endoscope field). | 1.Endoscopes ya m'mimba imakhala yoposa 70% ya msika wosinthika wa endoscope 2. Opanga akuluakulu: Olympus, Fuji, sonoscape, Aohua, etc. | |
|
Mfundo Yojambula | Endoscope ya kuwala | 1. Kukula kwa msika wapadziko lonse wa ma endoscopes owunikira ozizira ndi 8.67 biliyoni. 2.0 Msika wa Lympus umaposa 25%. | 1. Malingana ndi mfundo ya geometric optical imaging 2. Muli dongosolo lens zolinga, kuwala kufala / relay dongosolo, etc. |
|
| Electronic endoscope | Kugulitsa kwapadziko lonse kwa ma bronchoscopes odziwika bwino kwambiri padziko lonse lapansi kudafika US $ 810 miliyoni. | 1. Malingana ndi kutembenuka kwa chidziwitso cha photoelectric ndi njira zopangira zithunzi 2. Kuphatikizapo dongosolo la lens la cholinga, chithunzithunzi cha photoelectric sensor, etc. |
|
Ntchito Yachipatala | Digestive endoscopy | Amakhala 80% ya msika wofewa wa mandala, pomwe Olympus imakhala ndi 46.16%. | Mtundu wakunyumbasonoscape Zachipatala zimaposa Fuji pamsika wa zipatala za sekondale. |
| Endoscopy yopumira | Olympus amawerengera 49.56% ya msika wonse wama endoscopes am'mimba.. | Kusintha kwapakhomo kukukulirakulira, ndipo Aohua Endoscopy yakula kwambiri. | |
| Laparoscopy / Arthroscopy | Thoracoscopy ndi laparoscopy amawerengera 28.31% ya msika wa endoscopy waku China. | 1. Gawo laukadaulo la 4K3D lakwera ndi 7.43%. 2. Mindray Medical adakhala woyamba m'zipatala za sekondale. |
1)Msika wapadziko lonse lapansi: Olympus imayang'anira msika wamagalasi ofewa (60%), pomwe msika wamagalasi olimba ukukula pang'onopang'ono (US $ 7.2 biliyoni). Ukadaulo wa fluorescent ndi 4K3D amakhala njira yaukadaulo.
2)Msika waku China: Kusiyana kwamadera: Guangdong ili ndi ndalama zogulira kwambiri, zigawo za m'mphepete mwa nyanja zimayendetsedwa ndi mitundu yochokera kunja, ndipo kulowetsa m'malo akunyumba kukukulirakulira kumadera apakati ndi kumadzulo.Kupambana kwathu:Kuchuluka kwa ma lens olimba ndi 51%, ndipo kutseguka kwa lens / Australia ndi China ndi 21% yonse. Ndondomeko zimalimbikitsa m'malo mwapamwamba.Chipatala stratification: Zipatala zapamwamba zimakonda zida zotumizidwa kunja (65% zimagawana), ndipo zipatala zachiwiri zakhala zopambana pazogulitsa zapakhomo.
3.Ubwino ndi zovuta za ma endoscopes osinthika
| Ubwino wake | Mawonetseredwe enieni | Thandizo la data |
| Kuchita bwino kwambiri kwachuma | Chida chimodzi chitha kugwiritsidwanso ntchito nthawi 50-100, ndi mtengo wanthawi yayitali wocheperako kuposa ma endoscopes omwe amatha kutaya (mtengo wogwiritsa ntchito kamodzi ndi 1/10 yokha). | Tengani gastroenteroscopy mwachitsanzo: mtengo wogula wa endoscope yogwiritsidwanso ntchito ndi RMB 150,000-300,000 (yogwiritsidwa ntchito kwa zaka 3-5), ndipo mtengo wa endoscope yotayika ndi RMB 2,000-5,000. |
| Mkulu luso kukhwima | Tekinoloje monga kujambula kwa 4K ndi matenda othandizidwa ndi AI amakondedwa kuti achulukitse, ndikumveka bwino kwazithunzi 30% -50% kuposa momwe amagwiritsira ntchito kamodzi. | Mu 2024, kulowetsedwa kwa 4K mu ma endoscopes apamwamba kwambiri padziko lonse lapansi kudzafika 45%, ndipo mlingo wa ntchito zothandizidwa ndi AI udzapitirira 25%. |
| Wamphamvu kusinthasintha kwachipatala | Thupi lagalasi limapangidwa ndi zinthu zolimba (chitsulo + polima zachipatala) ndipo zimatha kusinthidwa kuti zigwirizane ndi kukula kwa odwala osiyanasiyana (monga magalasi owonda kwambiri aana ndi magalasi okhazikika a akulu). | Kuyenerera kwa ma endoscopes olimba mu opaleshoni ya mafupa ndi 90%, ndipo kupambana kwa ma endoscopes osinthika mu gastroenterology ndi oposa 95%. |
| Kukhazikika kwa ndondomeko ndi katundu | Zogulitsa zomwe zitha kugwiritsidwanso ntchito ndizofala padziko lonse lapansi, ndipo zogulitsira ndizokhwima (Olympus,sonoscape ndi makampani ena amakhala ndi nthawi yosungira ndalama zosakwana mwezi umodzi). | Zida zogwiritsiridwanso ntchito zimapitilira 90% yazogula m'zipatala zapamwamba zaku China, ndipo mfundo sizimaletsa kugwiritsa ntchito zida zomwe zingagwiritsidwenso ntchito.. |
| Chovuta | Nkhani Zachindunji | Thandizo la data |
| Kuyeretsa ndi kupha tizilombo toyambitsa matenda | Kugwiritsanso ntchito kumafuna kupha tizilombo toyambitsa matenda (kuyenera kutsata miyezo ya AAMI ST91), ndipo kugwiritsa ntchito molakwika kungayambitse matenda opatsirana (kuchuluka kwa 0.03%). | Mu 2024, US FDA idakumbukiranso ma endoscopes atatu omwe amatha kugwiritsidwanso ntchito chifukwa cha kuipitsidwa ndi mabakiteriya obwera chifukwa chotsuka zotsalira. |
| Mtengo wokwera wokonza | Kukonzekera kwaukadaulo (zida zoyeretsera + ntchito) kumafunika pakagwiritsidwa ntchito kulikonse, ndipo pafupifupi mtengo wokonza pachaka umakhala 15% -20% yamtengo wogula.. | Mtengo wapakati wapachaka wokonza endoscope wosinthika ndi 20,000-50,000 yuan, womwe ndi wokwera 100% kuposa wa endoscope yotayika (palibe kukonza). |
| Kupanikizika kwaukadaulo waukadaulo | Ukadaulo wotayidwa wa endoscope ukukwera (mwachitsanzo, mtengo wa 4K watsika ndi 40%), kugwiritsanso ntchito msika wotsika kwambiri.. | Mu 2024, kukula kwa msika wa endoscope wotayika waku China kudzafika 60%, ndipo zipatala zina zapansi panthaka ziyamba kugula ma endoscopes otayika kuti m'malo mwa ma endoscopes otsika. |
| Malamulo okhwima | EU MDR ndi US FDA ikweza miyezo yokonzanso ma endoscopes ogwiritsidwanso ntchito, ndikuwonjezera ndalama zoyendetsera makampani (ndalama zoyesa zidakwera ndi 20%).. | Mu 2024, kubweza kwa ma endoscopes ogwiritsidwanso ntchito omwe atumizidwa kuchokera ku China chifukwa chotsatira kudzafika 3.5% (1.2% yokha mu 2023). |
4.Msika Wamsika ndi Opanga Akuluakulu
Msika wapano wapadziko lonse lapansi wa endoscope uli ndi izi:
Kapangidwe ka msika:
Mitundu yakunja imayang'anira: Zimphona zapadziko lonse lapansi monga KARL STORZ ndi Olympus zikadali gawo lalikulu pamsika. Kutengera ma hysteroscopes mwachitsanzo, magawo atatu apamwamba ogulitsa mu 2024 onse ndi mitundu yakunja, zomwe zimawerengera 53.05%.
Kukwera kwamitundu yapakhomo: Malinga ndi Zhongcheng Digital Technology data, msika wa endoscopes wakunyumba wakwera kuchoka pa 10% mu 2019 mpaka 26% mu 2022, ndikukula kwapakati pachaka kupitilira 60%. Makampani oyimira akuphatikizapo Mindray,sonoscape, Aohua, etc.
Cholinga cha mpikisano waukadaulo:
Ukadaulo wojambula: kusamvana kwa 4K, sensa ya CMOS yolowa m'malo mwa CCD, kuya kwaukadaulo waukadaulo wa EDOF, ndi zina zambiri.
Mapangidwe a Modular: Mapangidwe a probe osinthika amakulitsa moyo wautumiki wa zigawo zikuluzikulu.
Kuyeretsa mwanzeru: Njira yatsopano yoyeretsera yomwe imaphatikiza kuzindikira kwa AI ndi kusinthasintha kwamphamvu kwa ma enzyme ambiri oyeretsa.
| Masanjidwe
| Mtundu | China Market Share | Magawo a Bizinesi Yapakati | Ubwino waukadaulo ndi magwiridwe antchito amsika |
| 1 | Olympus | 46.16% | Ma endoscope osinthika (70% mu gastroenterology), endoscopy, ndi machitidwe ozindikira omwe amathandizidwa ndi AI. | Ukadaulo woyerekeza wa 4K uli ndi gawo pamsika wapadziko lonse lapansi wopitilira 60%, zipatala zapamwamba zaku China zimapeza 46.16% yazogula, ndipo fakitale ya Suzhou yakwanitsa kupanga m'malo.. |
| 2 | Fujifilm | 19.03% | Flexible endoscope (ukadaulo wojambula wa laser wa buluu), endoscope yowonda kwambiri yopumira (4-5mm). | Msika wachiwiri waukulu kwambiri padziko lonse lapansi, msika wakuchipatala waku China udapitilira sonoscape Medical, ndipo ndalama mu 2024 zidzatsika ndi 3.2% pachaka.. |
| 3 | Karl Storz | 12.5% | Endoscope yolimba (laparoscopy imawerengera 45%), ukadaulo wa 3D fluorescence, exoscope. | Msika wokhazikika wa endoscope uli woyamba padziko lapansi. Zogulitsa zomwe zimapangidwa m'nyumba zamakampani opanga ku Shanghai zavomerezedwa. Kugula kwatsopano kwa 3D fluorescent laparoscopes ndi 45%. |
| 4 | Sonoscape mankhwala | 14.94% | Flexible endoscope (ultrasound endoscope), AI polyp kuzindikira system, olimba endoscope system. | Kampaniyo ili pamalo achinayi pamsika wofewa wa mandala ku China, pomwe zipatala zapamwamba zimawerengera 30% ya kugula kwa 4K + AI, ndipo ndalama zimakula ndi 23.7% pachaka mu 2024.. |
| 5 | HOYA(Pentax Medical） | 5.17% | Flexible endoscope (gastroenteroscopy), endoscope yolimba (otolaryngology). | Atapezedwa ndi HOYA, zotsatira zophatikizana zinali zochepa, ndipo gawo lake la msika ku China linatsika kuchokera pa khumi apamwamba. Ndalama zake mu 2024 zidatsika ndi 11% pachaka. |
| 6 | Endoscopy | 4.12% | Endoscope yosinthika (gastroenterology), endoscopy yapamwamba kwambiri. | Gawo lonse la msika mu theka loyamba la 2024 ndi 4.12% (soft endoscope + hard endoscope), ndipo phindu la endoscopes apamwamba lidzawonjezeka ndi 361%. |
| 7 | Mindray Medical | 7.0% | Endoscope yolimba (hysteroscope imawerengera 12.57%), mayankho azipatala zam'midzi. | China ili pachitatu pamsika wovuta wa endoscope, wokhala ndi zipatala zachigawo'Kukula kwamitengo kupitilira 30%, ndipo ndalama zakunja zikuwonjezeka kufika 38% mu 2024.. |
| 8 | Optomedical | 4.0% | Fluoroscope (Urology, Gynecology), benchmark ina yapakhomo. | Gawo lamsika laku China la magalasi olimba a fulorosenti limaposa 40%, zotumiza kunja ku Southeast Asia zidakwera ndi 35%, ndipo ndalama za R&D zidapanga 22% |
| 9 | Stryker | 3.0% | Neurosurgery yolimba endoscope, urology fulorosenti navigation system, arthroscope. | Gawo lamsika la neuroendoscopes limaposa 30%, ndipo kuchuluka kwakukula kwa zipatala zachigawo ku China ndi 18%. Msika wapansi panthaka umafinyidwa ndi Mindray Medical. |
| 10 | Ma Brand Ena | 2.37% | Mitundu yachigawo (monga Rudolf, Toshiba Medical), magawo apadera (monga magalasi a ENT). |
5.Core teknoloji kupita patsogolo
1)Narrow-band imaging (NBI): Kujambula kwa Narrow-band ndi njira yotsogola ya digito yomwe imakulitsa kwambiri mawonekedwe amtundu wa mucosal pamwamba ndi mawonekedwe a microvascular pogwiritsa ntchito mawonekedwe amtundu wabuluu wobiriwira. Kafukufuku wachipatala wasonyeza kuti NBI yawonjezera kulondola kwa matenda a m'mimba ndi 11 peresenti (94% vs 83%). Pakuzindikira kwa metaplasia ya m'mimba, chidwi chawonjezeka kuchoka pa 53% mpaka 87% (P <0.001). Chakhala chida chofunikira pakuwunika koyambirira kwa khansa ya m'mimba, yomwe ingathandize kusiyanitsa zilonda zowopsa ndi zoyipa, biopsy yolunjika, ndikuwonetsa m'mphepete mwa resection.
2)EDOF yotalikirapo kuya kwaukadaulo wakumunda: Ukadaulo wa EDOF wopangidwa ndi Olympus umakwaniritsa kuya kwamunda kudzera pakugawanika kwamitengo yowala: ma prism awiri amagwiritsidwa ntchito kugawa kuwala kukhala matabwa awiri, kuyang'ana pazithunzi zapafupi ndi zakutali motsatana, ndipo pamapeto pake kuziphatikiza mu chithunzi chowoneka bwino komanso chosakhwima ndi kuzama kwakukulu kwamunda pa sensa. Poyang'ana m'mimba mucosa, malo onse otupa amatha kuwonetsedwa momveka bwino, ndikuwongolera kwambiri kuchuluka kwa zilonda zam'mimba.
3)Multimodal imaging system
Chithunzi cha EVIS X1™dongosolo limagwirizanitsa mitundu yambiri yojambula zithunzi: teknoloji ya TXI: imapangitsa kuti adenoma azindikire (ADR) ndi 13.6%; Ukadaulo wa RDI: umathandizira kuwoneka kwa mitsempha yakuya komanso malo otuluka magazi; Tekinoloje ya NBI: imakulitsa mawonekedwe a mucosal ndi mitsempha yamagazi; amasintha ma endoscopy kuchokera ku "chida chowonera" kupita ku "pulatifomu yothandizira".
6.Policy chilengedwe ndi makampani
Mfundo zazikuluzikulu zomwe zidzakhudze bizinesi ya endoscopy mu 2024-2025 ndi monga:
Ndondomeko yosinthira zida: The March 2024 "Ndondomeko Yoyendetsera Zosintha Zazikulu Zazikulu ndi Kusintha Kwakatundu Wama Consumer Goods" imalimbikitsa mabungwe azachipatala kuti afulumizitse kukonzanso ndikusintha zida zojambulira zamankhwala.
Kulowa m'malo mwapakhomo: Ndondomeko ya 2021 ikufuna 100% kugula zinthu zapakhomo za 3D laparoscopes, choledochoscopes, ndi intervertebral foramina.
Kukhathamiritsa kwa chivomerezo: Ma endoscopes azachipatala amasinthidwa kuchokera ku Gulu lachitatu kupita ku zida zachipatala za Class II, ndipo nthawi yolembetsa imafupikitsidwa kuchokera kuzaka zopitilira 3 mpaka zaka 1-2.
Ndondomekozi zalimbikitsa kwambiri luso la R&D komanso mwayi wopeza msika wama endoscopes apanyumba, ndikupanga malo abwino otukuka makampani.
7. Zochitika zachitukuko chamtsogolo ndi malingaliro a akatswiri
1)Kuphatikiza kwaukadaulo ndi luso
paUkadaulo wolumikizana wapawiri-scopepa: Laparoscope (hard scope) ndi endoscope (soft scope) zimagwira ntchito pa opaleshoni kuti athetse mavuto ovuta azachipatala.
paThandizo lopanga nzerupa: Ma algorithms a AI amathandizira pakuzindikiritsa zilonda komanso kupanga zisankho.
Kupambana kwa sayansi ya zinthupa: Kupanga zida zatsopano zomwe zimakhala zolimba komanso zosavuta kuyeretsa.
2)Kusiyana kwa msika ndi chitukuko
Akatswiri amakhulupirira kuti ma endoscopes otayidwa ndi ma endoscopes omwe amatha kugwiritsidwanso ntchito azikhala nthawi yayitali:
Zinthu zotayidwa: zoyenera pazochitika zosakhudzidwa ndi matenda (monga zadzidzidzi, za ana) ndi zipatala zoyambira.
Zogulitsa zomwe zingagwiritsidwenso ntchito: sungani mtengo ndi zabwino zaukadaulo pazogwiritsa ntchito pafupipafupi m'zipatala zazikulu.
Mole Medical Analysis inanena kuti m'mabungwe omwe amagwiritsa ntchito mayunitsi opitilira 50 tsiku lililonse, mtengo wokwanira wa zida zomwe zitha kugwiritsidwanso ntchito ndi wotsika.
3)Kulowa m'malo kwapakhomo kukukulirakulira
Chigawo chapakhomo chawonjezeka kuchoka pa 10% mu 2020 kufika pa 26% mu 2022, ndipo chikuyembekezeka kupitiriza kuwonjezeka. M'madera a fluorescence endoscopes ndi confocal microendoscopy, teknoloji ya dziko langa yapita kale padziko lonse lapansi. Motsogozedwa ndi ndondomeko, ndi "nthawi chabe" kuti mutsirize kulowetsa m'nyumba.
4)Kugwirizana pakati pa zopindulitsa zachilengedwe ndi zachuma
Ma endoscopes omwe amatha kugwiritsidwanso ntchito atha kuchepetsa kugwiritsa ntchito zinthu ndi 83%, koma vuto lamankhwala amadzi onyansa amankhwala popha tizilombo toyambitsa matenda liyenera kuthetsedwa. Kafufuzidwe ndi kakulidwe ka zinthu zowola ndi njira yofunikira m'tsogolomu.
Table: Kuyerekeza pakati pa ma endoscopes ogwiritsidwanso ntchito ndi otayika
| Kufananiza Makulidwe | Zogwiritsidwanso ntchito Endoscope | Zotayidwa Endoscope |
| Mtengo pa ntchito | Otsika (Pambuyo pa kugawa) | Wapamwamba |
| Ndalama zoyamba | Wapamwamba | Zochepa |
| Ubwino wazithunzi | zabwino kwambiri
| zabwino |
| Kuopsa kwa matenda | Zapakatikati (kutengera mtundu wa mankhwala ophera tizilombo) | Zotsika kwambiri |
| Kukonda chilengedwe | Yapakatikati (yotulutsa madzi oyipa opha tizilombo) | Zosauka (zinyalala za pulasitiki) |
| Zochitika zoyenera | Kugwiritsa ntchito pafupipafupi m'zipatala zazikulu | Zipatala za pulayimale/madipatimenti omwe amakhudzidwa ndi matenda |
Kutsiliza: M'tsogolomu, ukadaulo wa endoscopic udzawonetsa chitukuko cha "zolondola, zosavutikira pang'ono, komanso zanzeru", komanso ma endoscopes omwe amatha kugwiritsidwanso ntchito akadali onyamula kwambiri pakusinthaku.
Ife, Jiangxi Zhuoruihua Medical Instrument Co., Ltd., ndi opanga ku China okhazikika pazakudya zama endoscopic, mongabiopsy forceps, hemoclip, polyp msampha,sclerotherapy singano, kupopera catheter,maburashi a cytology, guidewire, dengu lochotsa miyala, catheter ya nasal biliary drainage,chotupa cha ureterndiureral kulowa m'chimake ndi kuyamwandi zina. zomwe zimagwiritsidwa ntchito kwambiri mu EMR, ESD, ERCP. Zogulitsa zathu ndi zovomerezeka za CE, ndipo mbewu zathu ndi zovomerezeka za ISO. Katundu wathu watumizidwa ku Europe, North America, Middle East ndi gawo la Asia, ndipo amapeza makasitomala ambiri kuzindikira ndi kutamandidwa!
Nthawi yotumiza: Jul-25-2025