Medical Network April 23 News The two major news websites have all been screened by ZTE for being sanctioned:
The US Department of Commerce banned the sale of core components to ZTE by the company on April 16 for as long as seven years. The core elements involved in the sanctions include Qualcomm's chips, Intel's processors, Broadcom's baseband, and so on. % of high-end components are all imported from the United States ZTE, the lack of these core components, from mobile phones to base stations to optical communications, ZTE's major product lines will be hit hard.
'Off the supply' led to ZTE A shares, Hong Kong stocks immediately suspended, ZTE chairman bluntly, the sanctions will enable the company immediately into the state of shock ... ... A giant multinational companies are experiencing the most serious crisis since its inception.
Everyone suddenly discovered that the original seemingly powerful Chinese economy still had a large number of core technologies that were not mastered. Once the core technology was controlled by people, they did not know that one day they would be given a lot of money. The incident of ZTE can be said to have been made once by the people. Excellent core technology education, we all realized that the core technology depends on whether it is necessary or not. We must rely on self-reliance.
In recent years, China's in vitro diagnostic (IVD) field has been booming, with a domestic market capacity of 70 billion yuan, and an average annual growth rate of nearly 20% in five years. It has become the largest volume and fastest growing market for medical devices. And emerged a series of listed companies and star companies such as Mindray, Mike, Nine, Liedeman, Kehua, and Meikang.
However, it is undeniable that, compared with the growing market share of domestic enterprises, the core technology accumulation behind it has not achieved the same level of progress. The core components that occupy the upper reaches of the high-end medical device industry chain are still largely occupied by imported products. In particular, the localization rate of core raw materials such as enzyme raw materials, antigens, and antibodies used in diagnostic reagents is extremely low, and the phenomenon of being controlled by humans is very obvious.
As a biocatalyst, enzymes are widely used in various subdivisions of IVD.
In the field of biochemical diagnosis, reagents based on enzymatic methods are widely used in basic tests such as blood glucose, blood lipids, liver function, and kidney function, accounting for more than 80% of the number of daily clinical biochemical tests;
In the field of immunity, alkaline phosphatase and horseradish peroxidase are the main detection methods for immunochemiluminescence detection.
In the field of molecular diagnostics, DNA polymerases, RNA polymerases, etc. drive key PCR detection platform technologies. DNA polymerases, adapter enzymes, etc. are also the key raw materials in the second generation sequencing;
In coagulation tests, various types of proteases are also important components for the detection of coagulation factors. Given the importance of enzymes in diagnostic reagents, it is no exaggeration to call them 'diagnostic' reagents.
However, China's industrial development in the field of IVD feedstock enzyme is also facing a similar position with the chip in IT. More than 95% of China's market is occupied by German Roche, Japan's Toyobo, Asahi Kasei, and British NEB.
For example, Crea-S, which is the most common renal function test item in biochemical detection, has a number of billions of tests each year in the country, and supports medical institutions with a revenue of more than ten billion yuan. However, almost all core enzymes are Japanese Toyo. Spinning, Roche and other imported manufacturers production. Important diabetes testing project HbA1c core enzyme raw material has long been monopolized by Japanese Kikkoman Co., resulting in the high cost of domestic reagents, which greatly limits the popularization and promotion of related tests in the country.
For example, an IVD star company in the country has a test item raw material purchased from a Japanese supplier, not only limited by the amount of supply and delivery time, but also the occurrence of out-of-stock conditions, eager for rapid market expansion. The manufacturers are miserable. Many domestic IVD manufacturers have had the experience of ordering imported enzyme raw materials (Europe, Europe, or Japan) from unconventional sources. The reason is that the core enzyme raw materials are monopolized by these importers, and China's IVD The production companies are in a very weak position in price negotiations.
Similar to the development of computer chips, IVD core raw material enzyme production is a high threshold, high input, high risk industry, requires continuous investment in R&D, strict production quality system, and long economic return period. For most of China's IVD companies, In the early days of the establishment, they were following the “trade and technology” route. They first entered the market from the trade link, and gradually invested resources in product development and application.
At a certain historical stage, this strategy has achieved great success in the market. However, due to the accumulation of technology and the inherent defects, IVD manufacturers must establish a professional, high-level raw material enzyme team with high difficulty. On the other hand, The government’s investment in research in the area of IVD is more focused on the discovery of new targets, the development of new types of diagnostic equipment and reagents, but there are few resources available to the core raw material fields such as basic components and biological enzymes. Related fields in China Talent Insufficient technical reserves.
It is no exaggeration to say that once the war of trade has spread to medical instruments In the field, the export restrictions of key core raw materials will bring impact to Chinese IVD manufacturers absolutely no less than ZTE, the vast majority of domestic IVD enterprise Will face the risk of stopping production and even lead to many hospital No diagnostic reagents available in extreme conditions.
The development of domestic raw material enzymes is related to the long-term prosperity of China's IVD industry. All the people concerned about China's IVD field need to participate together.
First of all, we need our technical staff to be self-reliant, self-improvement, fine-tune products and technologies, and face high competition with foreign monopoly on quality products. Second, the government needs to develop from the perspective of long-term development of the industry, national economy, people's livelihood, and national security. Like China's computer chip industry, it gives sufficient support to the core raw material enzyme industry in terms of R&D funding and industrial policies.
Finally, it is particularly necessary for leading companies in the IVD industry to strongly support domestically produced raw materials whose brand influence is not enough to compete with foreign countries, to be inclusive, and to care about the growth and progress of domestically produced core raw material enzymes. With the joint efforts of all, we believe that China's IVD raw materials sector will surely Get a long-term development and provide guarantee for the continued prosperity of China's entire IVD field!
