Malamulo a Masewerawa Akusintha mu Flexible Endoscopy: Kusintha kuchokera ku Import Replacement kupita ku Full-Stack Clinical Ecosystem.

Poyang'ana pamwamba, makampani opanga ma endoscopy osinthasintha angaoneke ngati akuchitika mwachizolowezi: ma gastroscope, ma colonoscope, ma bronchoscope, ma biopsy forceps, ma hemostatic clips, ma snares, ndi ma disposable cholangoscopes…

Komabe, kusanthula koyerekeza kwa malipoti apachaka a 2025 ndi malipoti apakati a kotala loyamba la 2026 a Micro-Tech ndi Sonoscape kukuwonetsa zomwe zikuchitika:

Gawo la endoscopy losinthasintha ku China lapita patsogolo kwambiri kuposa nkhani ya "kusintha zinthu kuchokera kunja." M'malo mwake, lalowa mu gawo latsopano la mpikisano wokwanira wophatikizapo zida, zinthu zogwiritsidwa ntchito, ukadaulo, kugwiritsa ntchito kuchipatala, maphunziro, ntchito yogulitsa pambuyo pogulitsa, ndi chilengedwe chonse.

Chidziwitso cha Mkonzi:

Pamene mpikisano mumakampani opanga ma endoscopy osinthasintha ukusanduka kuchoka pa "kusintha zinthu" kupita ku "chilengedwe chachipatala chokwanira," ntchito ya zowonjezera za endoscopy ikusintha. Sizilinso zida zothandizira zokha komanso zigawo zofunika kwambiri pa nsanja yochiritsira.

ZRHmed, wopanga zinthu zowonjezera za endoscopic, komanso zinthu zina zofunika.Satifiketi ya MDR CEzinthu kuphatikizapo hemostatic clips, polypectomy snares, jakisoni wa jakisoni, biopsy forceps zothandizira zonse ziwiriGIndiNjira za Endourologyndi khalidwe lodalirika.

Micro-Tech imayimira komwe zinthu zogwiritsidwa ntchito m'ma endoscopic ndi ma endoscope otayidwa.
Sonoscape imagwiritsa ntchito njira yolumikizira zida zosinthira za endoscopy zapakhomo komanso nsanja zanzeru za endoscopy.

Munthu amathetsa "momwe angachitire";
Lingaliro lina ndi lakuti “momwe mungaganizire”.

Munthu amalowa kwambiri mbali ya chithandizo;
Zina zimalimbitsa mbali ya zida.

Makampani awiriwa, kwenikweni, ndi mawindo awiri abwino kwambiri owonera makampani osinthasintha a endoscopy aku China.

I. Tiyeni Tione Deta: Kukula Kwatsimikizika kwa 2025, Kupanikizika Kukubuka mu Q1 2026

Pofufuza za makampani, sitingangolankhula za zomwe zikuchitika; choyamba tiyenera kuyang'ana malipoti azachuma.

1. Micro-Tech: Ndalama Zikupitirira Kukula, Phindu Likuchepa Pakanthawi Kochepa

Kwa chaka chonse cha 2025, Micro-Tech (Nanowei Medical) idapeza ndalama zogwirira ntchito zokwana pafupifupi 3.184 biliyoni ya yuan, kuwonjezeka kwa chaka ndi chaka kwa 15.55%. Phindu lonse lomwe limachokera kwa eni masheya linali pafupifupi 570 miliyoni ya yuan, kuwonjezeka kwa 3.09% pachaka. Phindu lonse lomwe limachokera kwa eni masheya atachotsa phindu ndi kutayika kosabwerezabwereza linali pafupifupi 552 miliyoni ya yuan, kuwonjezeka kwa 1.44% pachaka. Ndalama zonse zomwe zimachokera ku ntchito zogwirira ntchito zinafika pafupifupi 688 miliyoni ya yuan, kuwonjezeka kwa chaka ndi chaka kwa 12.22%.

Komabe, mu kotala yoyamba ya 2026, pomwe Micro-Tech idapeza ndalama zogwirira ntchito zokwana pafupifupi 854 miliyoni yuan (kukwera ndi 22.12% pachaka), phindu lonse lomwe limachokera kwa omwe ali ndi magawo linali pafupifupi 182 miliyoni yuan, zomwe zikuyimira kuchepa kwa 8.24% pachaka. Chodziwika bwino ndichakuti, ndalama zonse zomwe zimatuluka kuchokera ku ntchito zogwirira ntchito zinali pafupifupi -51 miliyoni yuan.

Zambiri Zachuma Zofunika Kwambiri pa Micro-Tech

Kodi Ziwerengerozi Zikutiuza Chiyani?

Choyamba, kukula kwa ndalama za Micro-Tech kuli kolimba. Makamaka, kuchuluka kwa ndalama zomwe zapezeka mu kotala loyamba la 2026 kunafika pa 22.12%, zomwe ndi zachangu kwambiri kuposa kukula kwa chaka chonse cha 2025.

Chachiwiri, phindu silinakwere mogwirizana ndi ndalama zomwe amapeza; m'malo mwake, phindu lonse lomwe limachokera kwa eni masheya linatsika mu kotala loyamba la 2026. Izi zikusonyeza kuti kampaniyo ikukumana ndi mavuto m'malo monga malonda, kafukufuku ndi chitukuko, kukulitsa maiko akunja, kusinthasintha kwa mitengo yosinthira ndalama, ndi kusintha kwa mitundu ya zinthu.

Chachitatu, ndalama zoyendetsera ntchito zinali zolimba kwambiri mu 2025, kufika pa 688 miliyoni yuan—zokwera kuposa phindu lonse lomwe limapezeka kwa eni masheya—zikusonyeza kuti ubwino wonse wa ntchito ya Micro-Tech ndi wolimba. Komabe, mfundo yakuti ndalama zoyendetsera ntchito zinakhala zoipa mu kotala loyamba la 2026 ndi chikumbutso: panthawiyi yokulitsa, tifunika kuyang'anitsitsa zinthu zomwe zili m'sitolo, maakaunti omwe amalandira ndalama, ndi ndalama zomwe zagwiritsidwa ntchito.

Mwachidule, ndi chiganizo chimodzi: Bizinesi ya Micro-Tech ikukulabe, koma yasintha kuchoka pa "nthawi ya phindu lalikulu" kupita ku "nthawi yoyesa kukula kwa khalidwe."

2.Sonoscape Medical: Kuyambiranso kwa Ndalama, Kusakhazikika kwa Phindu Kumatchulidwa Kwambiri

Mu 2025, Sonoscape Medical idapeza ndalama zogwirira ntchito zokwana pafupifupi 2.309 biliyoni ya yuan (23.09 miliyoni), kuwonjezeka kwa chaka ndi chaka kwa 14.65%. Phindu lonse lomwe limachokera kwa eni masheya linali pafupifupi 197 miliyoni ya yuan, kukwera pafupifupi 38%, pomwe phindu lonse lomwe limachokera kwa eni masheya atachotsa phindu ndi kutayika komwe sikunabwerezedwenso linafika 180 miliyoni ya yuan, kukwera ndi pafupifupi 63%.

Komabe, ndalama zonse zomwe zimatuluka kuchokera ku ntchito zogwirira ntchito zinali pafupifupi -48 miliyoni yuan, zomwe zikusonyeza kuchepa kwakukulu poyerekeza ndi chaka cha 2024.

Mu kotala yoyamba ya 2026, Sonoscape Medical inalemba ndalama zogwirira ntchito zokwana pafupifupi 430 miliyoni yuan, kukula kwa chaka ndi chaka kwa 8.34%. Phindu lonse lomwe linaperekedwa kwa eni masheya linali pafupifupi -11.61 miliyoni yuan, kuchoka pa phindu kupita ku kutayika. Ndalama zonse zomwe zinachokera ku ntchito zogwirira ntchito zinali pafupifupi -13.98 miliyoni yuan.

Deta Yachuma Yofunika Kwambiri ya Zachipatala ya Sonoscape

Sonoscape Medical: Makhalidwe Awiri Ofunika

Choyamba, ndalama ndi phindu zonse zinayambiranso kukula mu 2025. Izi zikusonyeza kuti kubwezeretsedwa kwa ntchito yopereka ndi kugula zida zachipatala, kukula kwa bizinesi ya endoscopy, ndi kukwezedwa kwa zinthu zapamwamba kwapereka chithandizo cholimba pa ntchito ya kampaniyo.

Chachiwiri, kutayika kwa zinthu mu kotala loyamba la 2026 kukuwonetsa kuti opanga zida akukumana ndi kusinthasintha kwakukulu kotala lililonse. Makampani opanga zida zamankhwala amaphatikizapo zochitika zovuta zogulira, kukhazikitsa, kulandira, ndi kusonkhanitsa ndalama, kotero phindu la kotala lililonse silingangotengedwa molunjika.

Izi ndi zoona makamaka pa zinthu monga njira zosinthira ma endoscopy. Si nkhani ya "gulitsani lero, dziwani phindu lonse mawa." Kumbuyo kwa malonda aliwonse kuli njira yonse yophatikizira kukhazikitsa, kuphunzitsa, kuvomereza odwala, ntchito yogulitsa pambuyo pogulitsa, komanso kulimbikitsa zizolowezi za akatswiri zogwiritsira ntchito.
Mwachidule, chiganizo chimodzi ndi ichi: Sonoscape Medical yadzikhazikitsa ngati mtsogoleri wadziko lonse pa zipangizo zosinthika za endoscopy, koma kupeza njira zatsopano pamsika wapamwamba kumafuna ndalama zopitilira, zomwe zimapangitsa kusinthasintha kwa phindu kwakanthawi kochepa kukhala chinthu chachizolowezi.

II. Kuyika Makampani Onsewa Pamodzi, Malingaliro Amakampani Amakhala Omveka Bwino

Makampani a Micro-Tech ndi Sonoscape si ofanana. Micro-Tech ndi kampani yogwiritsa ntchito zipangizo zochiritsira za endoscopic, pomwe Sonoscape imafanana ndi kampani yogwiritsa ntchito zipangizo zochiritsira za endoscopy m'nyumba.

Komabe, zonsezi zikusonyeza njira imodzi: tsogolo la makampani osinthasintha a endoscopy silidzakhala la mpikisano pakati pa zinthu chimodzi, koma mpikisano wozikidwa pa mayankho onse ozikidwa pa malo ozungulira endoscopy.

Zachipatala Zamakono: Mfundo Yofunika Kwambiri ya Endoscopic Therapeutics

Zinthu zazikulu za Micro-Tech zili ndi magulu atatu akuluakulu:

Zipangizo Zodziwira ndi Kuchiza Matenda a Endoscopic: Kuphatikizapo biopsy, hemostasis ndi closure, EMR/ESD, dilation, ERCP, ndi zipangizo za EUS/EBUS.
Zida zopumulira za Microwave/RF ndi zinthu zina zogwiritsidwa ntchito.
Ma Endoscope Otha Kutayidwa: Kuphatikizapo makina ojambulira zithunzi za biliary-pancreatic, ma cholangioscope otha kutayidwa, ndi ma bronchoscope otha kutayidwa.

Mwa kuyankhula kwina, Micro-Tech sikuti ikungogulitsa zinthu zogwiritsidwa ntchito; ikupanga matrix ya zinthu yozungulira zochitika zochiritsira za endoscopic.

Mwachitsanzo, pamene malo ophunzirira za endoscopy a m'mimba akufufuza kwambiri njira zochizira, pamafunika kwambiri zinthu za Micro-Tech: biopsy forceps za biopsies, snares for polypectomy, hemostatic clips for blood blood, zipangizo za ESD zochizira khansa koyambirira, ERCP consumables za matenda a biliary-pancreatic, singano za EUS/EBUS, ndi cholangioscopes zotayidwa kuti ziwonetse mwachindunji njira ya biliary.

Chifukwa chake, kukula kwa Micro-Tech kumachokera mbali ziwiri:

1. Kuwonjezeka kwa kuchuluka kwa mayeso a endoscopic.
2.Kuwonjezeka kwa kuchuluka kwa njira zochizira matenda a endoscopic.

Mfundo yachiwiri ndi yofunika kwambiri. Izi zili choncho chifukwa mayeso amalimbikitsa kugwiritsa ntchito zinthu zofunika kwambiri, pomwe njira zochiritsira zimathandizira kufunikira kwa zinthu zofunika kwambiri komanso zovuta.

Sonoscape Medical: Mfundo Yofunika Kwambiri ya Ma Endoscope Osinthasintha Amkati

Sonoscape Medical ikuyimira chitukuko chachikulu pankhani ya zida.

Mu lipoti lake la pachaka la 2025, Sonoscape inanena kuti inali imodzi mwa mabizinesi oyambirira kwambiri akunyumba kupanga ndikudziwa bwino ukadaulo wofunikira pazida zamankhwala ndi ma scope. Ili pa nambala 3 pamsika wa endoscopy wakunyumba, ikutsatiridwa ndi Olympus ndi Fujifilm okha, ndipo gawo lake pamsika wakunyumba likukwera kufika pafupifupi 14%.

Deta iyi ndi yofunika kwambiri. M'mbuyomu, msika wa endoscope wosinthasintha wadziko lonse wakhala ukulamulidwa ndi mitundu yochokera kunja—makamaka Olympus, Fujifilm, ndi Pentax—yomwe imagwiritsa ntchito kwambiri komanso imadalirana ndi madokotala.

Kuti makampani am'dziko muno apite patsogolo, mitengo yotsika yokha sikokwanira. Zimene madokotala amasamala nazo ndi izi:

Kumveka bwino kwa chithunzi;
Kusalala kwa kuyika;
Kusavuta kugwiritsa ntchito chipangizocho;
Kukhazikika kwa njira yoperekera madzi/mpweya;
Kugwiritsidwa ntchito kwa njira ya biopsy;
Kulimba kwa sikelo;
Kuyankha nthawi yake pambuyo pa malonda;
Kutha kuthandizira zochitika zovuta zochiritsira.

Kufunika kwa Sonoscape kuli m'choonadi chakuti sikuti imangofuna kusintha zinthu zochepa chabe. M'malo mwake, ikupita patsogolo ku ma endoscope apamwamba osinthasintha, mitundu yapadera ya ma scope, kuwongolera khalidwe la AI, nsanja za 4K, ndi mayankho ophatikizana a ma scope ambiri.

III. Kusintha Kwakukulu Koyamba mu Makampani Osinthasintha a Endoscopy ku China: Kuchokera ku "Chida Choyesera" kupita ku "Nsanja Yochiritsira"

Kale, zipatala zambiri zinali ndi kumvetsetsa kosavuta kwa ma endoscope osinthasintha: ma gastroscope ndi ma colonoscope anali makamaka owunikira. Koma masiku ano, flexible endoscopy si chida chowunikiranso chabe; yasanduka njira yodziwira matenda komanso yochiritsira.

Tsopano ikutha kuchita izi:

Kuyezetsa msanga khansa ya m'mimba;
Kuyesa magazi m'thupi;
Kuchotsa ziwalo zambiri m'thupi;
EMR (Endoscopic Mucosal Resection);
ESD (Endoscopic Submucosal Dissection);
ERCP (Endoscopic Retrograde Cholangiopancreatography);
EUS (Endoscopic Ultrasound) kuboola;
EBUS (Endobronchial Ultrasound) kuboola kwa mafupa;
Kuwona mwachindunji ndi kuchiza njira ya ndulu;
Kuzindikira ndi kuchiza matenda a bronchoscopy;
Kutuluka magazi m'thupi;
Kutseka;
Kutambasuka;
Kuyika stent;
Kuchotsa m'thupi m'deralo.

Chifukwa chake, kusintha kwakukulu mumakampaniwa ndi kusintha kuchoka pa "kungoyang'ana" kupita ku "kuwona bwino, kupeza, kuchiza, kusiya kutuluka magazi, ndikuchiza bwino."
Ichi ndichifukwa chake makampani onse ogwiritsira ntchito zipangizo zamagetsi ndi zida zamagetsi zamagetsi akusintha:

Kumbali ya zida: Kuti tipeze mawonekedwe omveka bwino.
Kumbali ya zinthu zogwiritsidwa ntchito: Kuti athe kuchiza molondola kwambiri.
Kumbali yophunzitsira: Kupatsa mphamvu madokotala kuti azichita njira zovuta kwambiri.
Kumbali yogulitsa pambuyo: Kuonetsetsa kuti malo ochitira opaleshoni ya endoscopy akugwira ntchito mosalekeza.

IV. Kusintha kwa Msika: Kulowa M'malo mwa Dziko Kumalowa M'madzi Akuya

Msika wa endoscopy wosinthasintha waku China wakhala ukulamulidwa ndi mitundu yochokera kunja kwa dzikolo kwa nthawi yayitali. Komabe, kusintha kwa mankhwala m'dziko muno kwalowa mu gawo lachiwiri.

Gawo 1: Kusinthana ndi Mtengo

Poyamba, ma endoscope osinthasintha m'nyumba ankalowa m'zipatala pogwiritsa ntchito phindu la mtengo. Mitundu yochokera kunja inali yokwera mtengo; mitundu ya m'nyumba inali yotsika mtengo.
Zipatala zina zosamalira odwala, zipatala zachiwiri, ndi mabungwe omwe ali ndi ndalama zochepa anali okonzeka kuyesa zinthu zapakhomo. Komabe, kusintha pa nthawiyi kunali kochepa chabe. Madokotala mwina ankaona kuti zipangizo zapakhomo ndi zongowonjezerapo chabe, osati ngati zipangizo zawo zazikulu.

Gawo 2: Kusinthana ndi Magwiridwe Antchito

Makampaniwa tsopano akulowa mu gawo losinthira zinthu pogwiritsa ntchito magwiridwe antchito. Izi zikutanthauza kuti zinthu zapakhomo ziyenera kuyandikira, kapena kupitirira pang'ono, mitundu yochokera kunja pakuchita bwino kwachipatala.

Mndandanda wa Sonoscape Medical wa 4K iEndo Smart Endoscopy Platform HD-650, womwe unayambitsidwa mu 2025, ndi woyimira wamkulu wa izi. Malinga ndi lipoti la pachaka la Sonoscape, kampaniyo yapeza zithunzi zenizeni zenizeni za 4K endoscopic video muukadaulo wa kujambula zithunzi ndi kukonza zithunzi za digito. Yakhalanso ndi ukadaulo wabwino monga fusion spectral imaging, spectrum aggregation imaging, photoelectric composite chromoendoscopy, multispectral imaging, low-latency image processing, ndi real-time 4K ultra-high-definition digital image processing.

Ukadaulo uwu si wongofuna kudziwa zinthu zodabwitsa zokha, koma umakwaniritsa zosowa zachipatala mwachindunji:

Kuwonetsa bwino malire a khansa yoyambirira;
Kapangidwe ka mucosal kosalala;
Kuzindikira mosavuta kapangidwe ka mitsempha yamagazi;
Kusiyana kwa mitundu kosiyana kwambiri pa zilonda;
Kuchepetsa kuchedwa kwa chithunzi;
Kukhazikika kwakukulu kwa madokotala panthawi ya opaleshoni yayitali.

Apa ndi pomwe chinsinsi chili ngati ma endoscope osinthasintha a m'nyumba angalowe m'malo ofunikira kwambiri m'zipatala za Giredi IIIA.

Gawo 3: Kusinthana ndi Zachilengedwe

Kuwonjezera apo, kusintha kwa dziko la mtsogolo sikudzakhala kungosintha chinthu chimodzi kapena chinthu chimodzi chogwiritsidwa ntchito. M'malo mwake, kudzakhala kusintha "njira yogwiritsira ntchito" yomwe idakhazikitsidwa kale ndi makampani ochokera kunja.

Chilengedwe ichi chikuphatikizapo:
Zida;
Miyeso;
Machitidwe ojambula zithunzi;
Mitundu yapadera ya ma scope;
Zogwiritsidwa ntchito pochiza;
Kuphunzira za dokotala;
Kuphunzitsa anamwino;
Kukonza zinthu pambuyo pogulitsa;
Kukwezedwa kwa maphunziro;
Njira zachipatala;
Machitidwe owongolera khalidwe.

M'tsogolomu, zipatala sizidzangogula zinthu zokha, komanso zidzakwaniritsa zonse zomwe zikufunika.

Chifukwa chake, mpikisano mumakampani opanga ma endoscopy osinthasintha ukusinthasintha kuchoka pa "kusintha zinthu" kupita ku "kusintha zachilengedwe."

Zokhudza ZRHmed

ZRHmed ndi kampani yaku China yomwe imadziwika bwino ndi zinthu zina zokongoletsa endoscopic. Zinthu zathu zikuphatikizapozidutswa za hemostatic, misampha yochotsa polypectomy, singano zobayira jakisoni, mphamvu ya biopsy, maburashi oyeretserandizikopa zolowera mu urethraZinthu zazikulu zili ndi satifiketi ya MDR CE ndipo zimatumizidwa ku Europe, Middle East, Southeast Asia, ndi South America. Tadzipereka kukhala bwenzi lodalirika la akatswiri a endoscopist padziko lonse lapansi.