Pankhani ya ma endoscopes azachipatala apanyumba, ma endoscope onse osinthika komanso osasunthika akhala akulamuliridwa ndi zinthu zochokera kunja. Komabe, ndikusintha kosalekeza kwamtundu wapakhomo komanso kupita patsogolo mwachangu kwa zolowa m'malo, Sonoscape ndi Aohua akuwonekera ngati makampani oyimilira pantchito zama endoscopes osinthika.

Msika wachipatala wa endoscope ukadali wotsogozedwa ndi zotumiza kunja

Mulingo wonse waukadaulo komanso kutukuka kwamakampani aku China endoscope zachipatala zatsalira kumbuyo kwa mayiko otukuka, koma makampani ambiri apita patsogolo kwambiri m'magawo ang'onoang'ono, pang'onopang'ono akupeza zogulitsa zapakatikati mpaka zapamwamba pazowonetsa magwiridwe antchito monga kumveka bwino kwa zithunzi ndi kutulutsa mitundu. Mu 2017, kuchuluka kwa malo ogulitsa zakuchipatala ku China kunali 3.6% yokha, yomwe idakwera mpaka 6.9% mu 2021, ndipo ikuyembekezeka kufika 35.2% mu 2030.

Kuchuluka kwapakhomo kwa ma endoscopes azachipatala ku China (Import & Domestic)

Rigid Endoscope: Mu 2022, kukula kwa msika wamsika wokhazikika wa endoscope waku China ndi pafupifupi 9.6 biliyoni, ndipo zopangidwa kuchokera kunja monga Karl Storz, Olympus, Stryker, ndi Wolf akaunti yamtundu wonse wa 73.4% wamsika. Zogulitsa zapakhomo zidayamba mochedwa, koma makampani apakhomo omwe amaimiridwa ndi Mindray adakwera mwachangu, zomwe zidatenga pafupifupi 20% yamsika.

Flexibe Endoscope: Mu 2022, kukula kwa msika wamsika wosinthika wa endoscope waku China ndi pafupifupi ma yuan biliyoni 7.6, ndipo mtundu womwe watumizidwa kunja kwa Olympus ndi wokhawo, womwe umawerengera 60.40% yamsika wamsika, ndipo Fuji yaku Japan ili pachiwiri ndi gawo la 14%. Makampani apakhomo omwe akuimiridwa ndi Sonoscape ndi Aohua adaphwanya ulamuliro waukadaulo wakunja ndikuwuka mwachangu. Mu 2022, Sonoscape adakhala woyamba ku China ndi gawo la 9% ndi lachitatu pamsika; Aohua adakhala wachiwiri ku China ndi gawo la 5.16% komanso lachisanu pamsika.

Product Matrix

Aohua imayang'ana kwambiri ma endoscopes osinthika azachipatala komanso zotumphukira. Zogulitsa zake zimagwiritsidwa ntchito kwambiri m'madipatimenti azachipatala monga gastroenterology, mankhwala opumira, otolaryngology, gynecology, ndi mankhwala azadzidzidzi.

Kampaniyo yakhazikitsa mizere inayi yayikulu, kuphatikiza ultrasound, endoscopy, opaleshoni yocheperako pang'ono, komanso kulowererapo kwa mtima. Njira yachitukuko ya mizere yambiri yazinthu idapangidwa koyambirira. Pakati pawo, bizinesi ya endoscopy yakhala imodzi mwazinthu zazikulu zamabizinesi akampani komanso ndiye gwero lalikulu lamakampani. Bizinesi yama endoscopy yamakampani imakhazikitsidwa makamaka ndi ma endoscopes osinthika, komanso imaphatikizapo zotumphukira zotumphukira zama endoscopy ndi ma endoscope olimba.

Flexible Endoscope katundu wa kampani iliyonse

Sonoscape ndi Aohua onse apanga dongosolo lathunthu lazinthu zama endoscopes zofewa, ndipo dongosolo lawo lazinthu lili pafupi ndi la Olympus, mtsogoleri wapadziko lonse lapansi mu ma endoscopes osinthika.

Aohua's flagship product AQ-300 ili pamsika wapamwamba kwambiri, AQ-200 yogwira ntchito moyenera komanso mtengo wake umayang'ana pamsika wapakatikati, ndipo zinthu zoyambira monga AQ-120 ndi AQ-100 ndizoyenera msika wapansi.

Sonoscape's flexible endoscope product HD-580 ili pamsika wapamwamba kwambiri, ndipo zomwe zikugulitsidwa pano ndi HD-550, yomwe ili pakati. Ili ndi zosungirako zolemera m'misika yotsika komanso yapakatikati.

Kuyerekeza kwa magwiridwe antchito apakati ndi ma endoscopes apamwamba

Zogulitsa zapamwamba za Sonoscape ndi Aohua zakhala zikudziwika kale ndi mitundu yotsogola yapadziko lonse pazinthu zambiri zantchito. Ngakhale kuti katundu wamtengo wapatali wa awiriwa akulimbikitsidwa pamsika kwa nthawi yochepa, akupita patsogolo mofulumira pamsika wamtengo wapatali podalira ntchito zapamwamba komanso zotsika mtengo.

Pakalipano, msika wapakhomo wa Aohua ndi Sonoscape uli makamaka m'zipatala zachiwiri ndi zochepa. Panthawi imodzimodziyo, podalira kukhazikitsidwa kwa zinthu zapamwamba kwambiri, adagwira mwamsanga msika wapamwamba pamwamba pa maphunziro apamwamba m'zaka zaposachedwa, ndipo malonda awo akhala akudziwika kwambiri ndi msika. Pakati pawo, ma endoscopes a Sonoscape adalowa m'zipatala zapamwamba za 400 pofika 2023; Aohua adadalira kukwezedwa kwa AQ-300 4K Ultra-high-definition endoscope system mu 2024, ndikuyika (kuphatikiza zopambana) zipatala zapamwamba 116 chaka chimenecho (zipatala 73 ndi 23 zapamwamba zidakhazikitsidwa mu 2023 ndi 2022 motsatana).

Ndalama zoyendetsera ntchito

M'zaka zaposachedwapa, ntchito ya Sonoscape ndi Aohua ikukula mofulumira, makamaka m'mabizinesi okhudzana ndi endoscopy. Ngakhale padzakhala kusinthasintha mu 2024 chifukwa cha kukhudzidwa kwa mfundo zamakampani, kukhazikitsidwa kwa mfundo zosinthira zida kudzapititsa patsogolo kufunikira kwa msika.

Ndalama za endoscopy za Aohua zawonjezeka kuchoka pa 160 miliyoni mu 2018 kufika pa 750 miliyoni yuan mu 2024. Chiyambireni kutulutsidwa kwa zinthu zapamwamba kwambiri mu 2023, kukula kwa magwiridwe antchito kwakula kwambiri. Mu 2024, chiwonjezeko chatsika chifukwa cha kukhudzidwa kwa mfundo zokhudzana ndi zida zamankhwala apanyumba.

Ndalama zonse za Sonoscape Medical zakwera kuchoka pa 1.23 biliyoni mu 2018 kufika pa 2.014 biliyoni mu 2024. Pakati pawo, ndalama zamabizinesi okhudzana ndi endoscopy zakwera kuchoka pa 150 miliyoni mu 2018 kufika ma yuan 800 miliyoni mu 2024. kukula, koma motengera malamulo okhudzana ndi zida zamankhwala mu 2024, bizinesi yokhudzana ndi endoscopy idatsika pang'ono.

Pankhani ya ndalama zomwe kampaniyo imapeza, kuchuluka kwa bizinesi ya Sonoscape ndikwambiri kuposa ya Aohua, koma kukula kwake ndikotsika pang'ono kuposa kwa Aohua. Kwa bizinesi ya endoscopy, bizinesi yokhudzana ndi endoscopy ya Sonoscape ikadali yayikulupo kuposa ya Aohua. Mu 2024, mabizinesi a Sonoscape ndi Aohua okhudzana ndi endoscopy adzakhala 800 miliyoni ndi 750 miliyoni motsatana; pankhani ya kukula, bizinesi ya endoscopy ya Sonoscape inakula mofulumira kuposa Aohua isanafike 2022, koma kuyambira 2023, chifukwa cha kuchuluka kwa zinthu zamtengo wapatali za Aohua, kukula kwa Aohua kwaposa kukula kwa bizinesi ya Sonoscape endoscopy.

Kuyerekeza ndalama zogwirira ntchito za Aohua ndiSonoscape
(100 miliyoni yuan)

Msika wakuchipatala wa endoscope umayang'aniridwa ndi mitundu yochokera kunja. Opanga zapakhomo omwe akuimiridwa ndi Sonoscape ndi Aohua akukwera mofulumira ndipo pang'onopang'ono akusintha zinthu zochokera kunja. Bizinesi yapakhomo ndiye malo ofunikira kwambiri abizinesi ku Sonoscape ndi Aohua. Mu 2024, mabizinesi apakhomo ndi 51.83% ndi 78.43% ya kuchuluka kwa bizinesi ya Sonoscape ndi Aohua motsatana. Nthawi yomweyo, makampani otsogola akunyumba omwe akuimiridwa ndi Sonoscape ndi Aohua akutumiza mwachangu misika yakunja, ndipo kuchuluka kwa bizinesi yama endoscopes azachipatala akunyumba pamsika wapadziko lonse lapansi kukukulirakulira.

Bizinesi yapadziko lonse ya Aohua yapadziko lonse lapansi ikukula, kuchoka pa yuan miliyoni 100 mu 2020 mpaka yuan 160 miliyoni mu 2024, koma bizinesi yake yapadziko lonse lapansi yatsika kuchoka pa 36.8% mu 2020 mpaka 21.6% mu 2024.

Bizinesi yazachipatala ya Sonoscape imakhala ndi magawo angapo, ndipo magawo apakhomo ndi akunja a bizinesi ya endoscope samawululidwa mosiyana. Mabizinesi apadziko lonse a kampaniyo akukula, kuchoka pa 500 miliyoni mu 2020 mpaka 970 miliyoni mu 2024, ndipo gawo la bizinesi yapadziko lonse lapansi ndilokhazikika, pakati pa 43% ndi 48%.

Kuyerekeza kwa bizinesi yapadziko lonse lapansi yotsegulidwa ndi Aohua ndi Sonoscape
(100 miliyoni yuan)

Gawo la bizinesi lapadziko lonse lapansi lotsegulidwa ndi Aohua ndi Sonoscape
Phindu mlingo

Monga makampani awiri otsogola azachipatala a Flexible endoscopes, Aohua ndi Sonoscape akhala ndi phindu lalikulu kwambiri ndi malonda awo apamwamba komanso malonda awo. Phindu lalikulu la Aohua lawonjezeka pang'onopang'ono kuchoka pa 67.4% mu 2020 kufika pa 73.8% mu 2023, koma lidzatsika mpaka 68.2% mu 2024; Phindu la Sonoscape lawonjezeka pang'onopang'ono kuchoka pa 66.5% mu 2020 kufika pa 69.4% mu 2023, koma lidzatsika mpaka 63.8% mu 2024; Phindu lonse la Sonoscape ndilotsika pang'ono kuposa la Aohua, koma makamaka chifukwa cha kusiyana kwamabizinesi. Poganizira bizinesi ya endoscopy yokha, phindu lalikulu la Sonoscape lidakwera kuchoka pa 65.5% mu 2020 mpaka 74.4% mu 2023, koma lidzatsika mpaka 66.6% mu 2024. Phindu lalikulu la mabizinesi awiri a endoscopy ndi ofanana.

Kuyerekeza kwa phindu lalikulu pakati pa Aohua ndi Sonoscape

R&D Investment

Onse a Aohua ndi Sonoscape amaphatikiza kufunikira kwakukulu pakufufuza ndi chitukuko. Ndalama za R&D za Aohua zidakwera kuchoka pa 11.7% mu 2017 kufika 21.8% mu 2024. Mtengo wa ndalama za Sonoscape wa R&D wakhalabe pakati pa 18% ndi 20% m'zaka zaposachedwa, koma mu 2024, ndalama za R&D zidawonjezekanso, kufika pa 23.5%.

Kuyerekeza kwa ndalama za R&D pakati pa Aohua ndi Sonoscape (million yuan)

Kuyerekeza kwa ndalama za R&D pakati pa Aohua ndi Sonoscape

Onse a Aohua ndi Sonoscape amawona kufunikira kwakukulu pakuyika ndalama mu R&D ogwira ntchito. M'zaka zaposachedwa, kugawa kwa ogwira ntchito ku R&D ku Kaili kwakhalabe kokhazikika pa 24% -27% ya onse ogwira ntchito, pomwe kugawika kwa ogwira ntchito ku R&D ku Aohua kwakhalabe kokhazikika pa 18% -24% ya onse ogwira ntchito.

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 kuyamwaetc. omwe amagwiritsidwa ntchito kwambiri muEMR, 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!