Domestic medical equipment broke through for 30 years and finally opened the door to the top three hospitals
With the improvement of R&D capabilities of Chinese companies, the situation of imported medical devices monopolizing the Chinese market is expected to be broken. Recently, relevant persons from Shanghai Ruijin Hospital introduced it to the reporter of “Daily Economic News”, which started in the 1990s. Due to the fact that China's manufacturing capacity is still not growing, most of the cutting-edge medical equipment used by Shanghai Ruijin Hospital is produced by foreign countries. Until the beginning of 2000, domestic equipment was introduced into the laboratory to assist in clinical diagnosis. In recent years, some domestically-made large-scale treatment equipment Has begun to enter the Shanghai Ruijin Hospital, truly domestic alternatives.
There is a gap in domestic manufacturing
In recent years, with the introduction of a series of favorable policies, a large number of domestic medical instruments The rapid rise began to infiltrate the domestic high-end market. But to get the top three hospital This recognition is not easy for domestic medical device manufacturers.
Pan Ruijun, Deputy Director of the Asset Management Division of Shanghai Ruijin Hospital, told Daily Economic News that from the perspective of purchasing and selecting equipment, medical equipment must first ensure patient safety and meet clinical needs. This is the principle that all equipment must grasp. The second is to comply with related policies Regulation Overall, in recent years, the gap between China's domestic equipment and the international giants in terms of technological content and parameters is gradually narrowing, and even closer to domestic demand in certain aspects.
At present, in addition to Da Vinci robots do not have domestic similar products, other areas have basically made domestic equipment.
'We also rely on the quality of our products to enter the top-three hospitals.' The regional director of Shanghai Mindred Biomedical Technology Co., Ltd. (hereinafter referred to as Mindray Medical) Wang Cheng frankly stated that the initial level of trust in domestically-branded top-three hospitals is very limited, basically Imports are not made domestically. Hospitals are very cautious about the purchase of domestically produced medical devices. From the dean to the department director, they must personally go to the factory and understand every step of product manufacturing. It is worth mentioning that when hospitals try out products, The sample is placed there to observe the trial for half a year.
However, not all domestically-made devices have been accepted by the top-three hospitals. A person in charge of the equipment division of a top-three hospital in the country said that the prices of domestically-made devices are often 1/3 or even 1/2 cheaper than imported devices, but the price is not what the hospital uses to determine whether to purchase. The first indicator of the equipment.
Therefore, although there are some small subdivision technologies that already belong to an echelon, there is still a certain gap between large-scale imaging equipment and therapeutic equipment. The hospital is still very cautious. Wang Min, who is responsible for the sales of Mindray Medical's overseas market, points out that , Good medical device products need to meet the actual clinical needs. Compared with the United States, Western Europe, Japan, China's medical device industry is still relatively young, the doctors themselves are very conservative groups, and they often dare not use domestic manufacturing. Especially in overseas markets, the initial input-output ratio is very low. enterprise There is perseverance and perseverance, as well as team and platform support.
Enterprises get together to compete in mature fields
Recalling the breakthrough of domestic medical equipment over the past 30 years, 'Made in China' has basically covered different segments of the industry. According to the “Blue Book for Medical Devices 2017”, as of the end of 2016, China’s medical equipment manufacturing enterprises have reached 15,343. Has been able to produce medical devices including CT, MRI, color Doppler ultrasound, automatic biochemical analyzers, pacemakers, artificial joints and other 43 categories, more than 300 subcategories, tens of thousands of specifications. Mindray Medical recently disclosed the prospectus application The manuscript shows that the total domestic market for medical devices in China is 481.3 billion yuan, and domestic medical equipment accounts for about 74% (including foreign companies setting up factories in China to sell in domestic parts), with a compound annual growth rate of about 21%.
The major challenges faced by the medical device industry in China include the following: The scale of production enterprises is generally too small, and there is still a gap between the overall quality and the international advanced level. However, an objective phenomenon is that the tens of thousands of local medical device manufacturers, in addition to large Most of them are doing business on low-end consumables, and many are competing in mature segments. Ultrasound, monitoring, in vitro diagnostics and other markets have gathered dozens or even more than 100 companies. "The competition is fierce, and now the industry Not only foreign brands, but also Mindray, Open, Libang, these relatively mature brands in monitoring, ultrasound to establish advantages. 'From Sichuan to attend the CMEF Show The dealer, Mr. Liu, told reporters that it can be seen that manufacturers that have really released high-end equipment at the show are powerful manufacturers such as GE, Philips, Mindray, etc. Many domestic brands still rely on price competition in the case of limited technology. Innovate in appearance, some add artificial intelligence in function.
Guangzhou Sonostar Information Technology Co., Ltd.’s flagship product is the mini-ultrasonic vision device. Founder Cai Weizhong bluntly stated that the company’s products include traditional ultrasound equipment, but there is still a gap with the first-class brand. Now the ultrasound field has concentrated on large and small numbers. Ten companies compete, small brands need to identify differentiated market opportunities. There are more cutting-edge areas that make it difficult for local companies to shake or even deter.
The market share of domestic substitution and release is sufficient to train a group of domestic leading companies, but it takes time. Now domestic brands have reached the most first-class level in some areas, but also achieved a certain degree of substitution, but not all products can compete with foreign investors. Foreign-funded brands have experienced many years of accumulation and cannot be shaken in the short term. 'A state-owned venture capital fund executive frankly told reporters that the cutting-edge medical consumables are technically more difficult than imaging equipment. The gap between China and foreign countries is related to many aspects. One is technology. Not only the entire machine, but also the technical problems of many core components have not been solved. In addition, it is supporting, supply chain, processing capacity, etc. After the realization of the technology, the batch production must consider the cost, transaction volume, etc., and a production system is needed to support it. .