Kuwona kwa Endoscopic Medical!

Kampani ya Boston Scientific yakwera ndi 20%, Medtronic yakwera ndi 8%, Fuji Health yatsika ndi 2.9%, ndipo Olympus China yatsika ndi 23.9%.

Ndinayesa kusanthula momwe makampani angapo amagulitsira m'madera akuluakulu padziko lonse lapansi kudzera mu malipoti awo azachuma kuti ndimvetse msika wazachipatala (kapena endoscopy) komanso momwe makampani osiyanasiyana amafotokozera zinthu ndi ntchito zawo ku China. Cholinga chinali kuzindikira zinthu zomwe zimakhudza ndalama.

Kupeza Kufanana: Kuyerekeza kolunjika kwa kusinthasintha kwa ndalama m'madera osiyanasiyana kwa makampani osiyanasiyana sikunawonetse bwino momwe zinthu zilili. Ngati panali njira iliyonse, inali yakuti malonda nthawi zambiri anali abwino m'maiko awo, ndi kuchepa kwakukulu ku China poyerekeza ndi nthawi yomweyi chaka chatha. Misika yatsopano ku Asia (kupatula China) idapambana Europe. Mphamvu ya China pa makampani ambiri idawonekera pazida ndi zinthu zamtengo wapatali, ndi zida zomwe zikuwonetsa kukhudzidwa kwakukulu. Malinga ndi makampani ambiri omwe amagwiritsa ntchito zinthu zamtengo wapatali, US inali msika waukulu kwambiri, kutsatiridwa ndi Europe ndi Japan. China idatchulidwa ngati msika watsopano makamaka chifukwa cha VBP (Zogulitsa Zamankhwala Zochokera ku Vacuum). Kufanana kwina kunali kuyang'ana kwambiri pakukula kwachilengedwe (zinthu zatsopano, zatsopano, kukula kwa ogwiritsa ntchito) pakati pa makampani ambiri. Adagogomezera zatsopano ndikusiyanitsa njira zopangira m'madera osiyanasiyana kutengera magawo osiyanasiyana a chitukuko cha zamankhwala. Medtronic ndi Olympus adatchulanso za robotics, zomwe zikuwonetsa momwe zimakhudzira mabizinesi omwe alipo. Makampani onsewa ali ndi mabizinesi okhudzana ndi AI.

Ngati mukufuna, chonde pitirizani kuwerenga kuti mumve zambiri.

Poganizira za Fuji, msika ukuoneka wosakhazikika, koma chilichonse kunja kwa Japan chikuchepa, ndipo Europe ikutsika mofulumira kwambiri. Poganizira za Obama, zikuwoneka kuti padziko lonse lapansi, kupatula Asia ndi Oceania (kupatula Japan ndi China), china chilichonse chikutsika kwambiri, makamaka China ndi North America. Poganizira za Boston Scientific ndi Medtronic, mkhalidwe wapadziko lonse lapansi ukuoneka wodalirika kwambiri.

Ndalama zomwe Fujifilm adapeza mu kotala loyamba la 2025 (Epulo-Juni), kuphatikizapo makamera amalonda, zidakwera ndi 0.1% yonse, ndi 7.4% ku Japan, -0.1% ku US, -6.9% ku Europe, ndi -3.6% ku Asia ndi madera ena.

Mu gawo la zaumoyo, palibe kuwerengera kwa malonda malinga ndi dera la bizinesi komwe kwaperekedwa; ziwerengero za gulu lonse ndizo zomwe zikupezeka. Ndalama zomwe zapezedwa pazachipatala zinali ¥228.5 biliyoni, kuchepa kwa 2.9% pachaka. Kugulitsa zinthu zachipatala (mafilimu) ku China kunatsika (mwina chifukwa cha kufunikira kochepa?), ndipo zida zowunikira za X-ray nazonso zinatsika (mwina chifukwa cha maoda ochepa kwambiri kotala lino poyerekeza ndi chaka chatha, pomwe panali maoda ambiri). Ponena za ma endoscope, mndandanda wa ELUXEO 8000 unapeza malonda amphamvu ku Europe mu Meyi 2025; komabe, msika wonse wa endoscope unakhalabe wosasinthasintha poyerekeza ndi chaka chatha, ngakhale maoda akuluakulu adalandiridwa ku Turkey ndi Central ndi South America.

Kukula konse kwa Olympus kuyambira Epulo mpaka Juni 2025 kunali -12.1% (Japan -8.9%, North America -18.9%, Europe -7.5%, China -23.9%, Asia (kupatula China ndi Japan) ndi Oceania 7.62%, madera ena 17.8%). Kuchepa kwa ku Europe kunanenedwa chifukwa cha kuchepa kwa ma endoscope opaleshoni, chifukwa cha kuchuluka kwa maoda omwe adayikidwa ku Europe nthawi yomweyi chaka chatha, kufotokozera kofanana ndi kwa Fujifilm. Dongosolo la VISERA ELITE III ndi chitukuko cholandiridwa bwino mu opaleshoni yaku Europe, koma gastroscopy ndi colonoscopy sizikuchitika kawirikawiri mchipinda chochitira opaleshoni. Pofuna kuthana ndi kuchepa kwa phindu, kuchepetsa ndalama kukuchitika pochepetsa ndalama zomwe sizimagwiritsidwa ntchito kamodzi kokha ndikukonza kapangidwe ka ndalama. Kukulitsa ukadaulo wake wazachipatala ndikuyendetsa chitukuko m'munda wa endoscopic robotics cholinga chake ndi kukwaniritsa kukula kwa ndalama mtsogolo m'derali. Olympus ikulimbitsa mgwirizano ndi ndalama zakunja kudzera m'makampani ogwirizana: Pa Julayi 25, 2025, Gululi, kudzera mu kampani yake yogwirizana ya Olympus Corporation of the Americas, linapangana mgwirizano wokhudza ndalama ndi Revival Healthcare Capital LLC kuti likhazikitse limodzi kampani yogwirizana ya Swan EndoSurgical, Inc., yomwe ikuyang'ana kwambiri kafukufuku ndi chitukuko cha zinthu zopangira ma roboti a endoscopic.

Boston Scientific: Kuyambira mu Julayi mpaka Seputembala 2025, ndalama zinakwera ndi 20.3% chaka chilichonse, pomwe gawo la zamankhwala ndi opaleshoni linakula ndi 16.4% (urology 28.1%, endoscopy 10.1%, neurology 9.1%), kukula kwachilengedwe ndi 7.6%, ndipo gawo la matenda amtima ndi 22.4%, kukula kwachilengedwe ndi 19.4%. Palibe chidziwitso chomwe chinaperekedwa chokhudza China, koma kungotchula kuti VBP (centralized procurement) ku China inapangitsa kuti ndalama zogwiritsidwa ntchito m'malo mwa peripheral interventional zichepe, zomwe zinapangitsa kuti chiwerengero cha anthu chichepe. Bizinesi ya endoscopy intraluminal inawonetsa AXIOS™ (stent) ndi OverStitch™ (suture), zomwe zikuwonetsa phindu lalikulu la ndalama zomwe Boston Scientific inapeza kuchokera kuzinthu zatsopano.

Ndalama zomwe dziko la US linapeza zinakwera ndi 27%, zomwe zinapanga ndalama zoposa 65% za ndalama zonse padziko lonse lapansi.

Ku Ulaya, Middle East, ndi Africa (EMEA): Malonda adakula ndi 2.6%.

Europe: Chifukwa chachikulu chinali chisankho cha kampaniyo mu kotala lachiwiri la 2025 chosiya kugulitsa padziko lonse lapansi kwa ACURATE neo2™ ndi ACURATE Prime™ aortic valve systems, zomwe zinapanga pafupifupi $50 miliyoni pakugulitsa padziko lonse kotala mu nthawi yomweyi chaka chatha. Ngati malonda sanayimitsidwe, kukula kwa kotala lachitatu kukadafika pa 9% kutengera chiwerengerochi. Kufunika kwa ntchito za endoscopic intracavitary (AXIOS™, OverStitch™) ndi deep brain stimulation (DBS) kunakhalabe kokhazikika.

Asia Pacific (APAC): Kukula kwa 17.1%, makamaka chifukwa cha Japan, msika wokhwima.

Latin America ndi Canada (LACA): Kukula kwa 10.4%.

Misika Yatsopano: Kukula kwa 11.8%.

Kukula kwa Medtronic kwa kotala loyamba la 2025 kunali 8.4%, pomwe bizinesi ya mtima ndi mtima ikukula ndi 9.3%, neurology 4.3%, ndi opaleshoni 4.4%. (Opaleshoni & Endoscopy idawona kukula kwachilengedwe kwa 2.3%, ndi ukadaulo wa LigaSure™ wotseka mitsempha yamagazi ukusunga gawo la msika kwa kotala la 12 motsatizana, kukwaniritsa kukula kwakukulu padziko lonse lapansi; komabe, kukulako kudachepetsedwa ndi kupsinjika kwakanthawi kochepa kuchokera ku kufunikira kokhazikika kwa opaleshoni ya bariatric pamsika waku US ndikusintha opaleshoni yachikhalidwe ndi opaleshoni ya robotic. Kuyambitsidwa kwa loboti ya Hugo™ ku US komwe kukukonzekera (m'gawo lachiwiri la chaka) kudzakhala kusintha kwakukulu pakukula kwamtsogolo m'gawoli.) Bizinesi ya matenda ashuga idakula ndi 11.5%.

Malinga ndi dera: US$4.24 biliyoni, kuwonjezeka kwa 3.5%, komwe kumabweretsa 49% ya msika wapadziko lonse. Misika yapadziko lonse idakula ndi 13.6%, pomwe matenda a mtima ndi 12.6%, matenda amitsempha ndi 5.4%, opaleshoni yamankhwala ndi 7.5%, ndi matenda ashuga ndi 16.7%. Kukula kwa msika wapadziko lonse kudayendetsedwa ndi msika waku Japan (kuchotsa mtima, TAVR), msika waku Europe (neuromodulation, opaleshoni ya robotic), ndi misika yatsopano (zipangizo zoyambira opaleshoni, zowunikira matenda a shuga). Msika waku US udayang'ana kwambiri pakulimbikitsa zinthu zatsopano zamtengo wapatali (monga PFA, RDN). (Kukonzekera), msika wapadziko lonse umayang'ana kwambiri "kulowa m'misika yatsopano + kuwonjezeka kwa gawo la msika m'misika yokhwima" (monga PFA ku Japan ndi TAVR ku Europe), kupeza zabwino zowonjezera m'madera osiyanasiyana. Medtronic idayambitsa chipangizo chothandizira kugaya chakudya chotchedwa AI.

Ponena za China, mu gawo la “Mitsempha ya M'mitsempha” lokha, chikalatacho chimatchula kuti “zotsatira za zotsatira za kugula kwa China pogwiritsa ntchito kuchuluka kwa magazi (VBP) ndi kubweza zinthu zidzathetsedwa pang'onopang'ono.”

Zinthu zapamwamba zinayamba kulowa mumsika wa ku America, ndipo kukula kwake kunali kochepa ku Europe komanso kukula kwakukulu m'misika yatsopano ya ku Asia. Makampani ochokera m'mayiko osiyanasiyana akuwoneka kuti ali ndi malingaliro abwino; pambuyo poti zinthu zasinthidwa ku US, izi zimabwereranso ku Europe ndi Asia. Kukula kumachokera ku luso kapena kugula zinthu zatsopano, koma kumakhudzidwa ndi mitundu yosiyanasiyana, zopinga za luso, komanso mphamvu ya robotics (ndalama za Intuitive Surgical padziko lonse lapansi zawonjezeka ndi 23% mu Q3, ndipo kuchuluka kwa opaleshoni kwawonjezeka ndi 19%). Kukula kwa ma endoscopes kukuwoneka kuti sikuli kolimba kwambiri.

Ife, Jiangxi Zhuoruihua Medical Instrument Co., Ltd., ndi opanga ku China omwe amagwira ntchito kwambiri pazinthu zogwiritsidwa ntchito m'ma endoscopic, kuphatikizapo mzere wa GI mongamphamvu ya biopsy, hemoclip,msampha wa polyp, singano ya sclerotherapy, katheta wopopera, maburashi a cytology, waya wotsogolera, dengu lopezera miyala, cathete ya mphuno ya biliary ndi zina zoterozomwe zimagwiritsidwa ntchito kwambiri muEMR, ESD, ERCPNdipo Urology Line, mongachidebe cholowera mu urethrandi chidebe cholowera mu urethra chokhala ndi kuyamwa,0

Zogulitsa zathu zili ndi satifiketi ya CE, ndipo mafakitale athu ali ndi satifiketi ya ISO. Katundu wathu watumizidwa ku Europe, North America, Middle East ndi mbali ina ya Asia, ndipo makasitomala ambiri amalandira ulemu ndi kutamandidwa!

ZRHmed、Mphamvu za Biopsy:、Hemoclip、msampha wa polyp、singano ya sclerotherapy、Pukutani katheta、maburashi a cytology、Chingwe chotsogolera、dengu lopezera miyala、katheta yotulutsira madzi m'mphuno、EMR、ESD、ERCP、UAS yokhala ndi Suction、Chigoba cha Ureteral Access、Dengu Lotengera Miyala Yotayidwa mu Mkodzo、Buku Lotsogolera la Urology