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Grasping the six opportunities for the development of the home medical device industry
专栏:Industry News
发布日期:2015-07-25
阅读量:1795
作者:佚名
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 From the current market structure, the global medical device market is roughly half the size of the global pharmaceutical market. The medical device industry in developed countries has become an i...
    From the current market structure, the global medical device market is roughly half the size of the global pharmaceutical market. The medical device industry in developed countries has become an important force to enhance the overall bio-pharmaceutical industry, while China's ratio is only about 20%. In the future, the domestic medical device market still has huge room for development. Although China's drug regulatory authorities have adopted a heavy drug and light device regulatory policy for the market for a long time, in the context of the new medical reform, the “medical and medical care” system is being corrected, and the medical service and medical device industry will be Welcome to the stage of rapid development.

From the current market structure, the global medical device market is roughly half the size of the global pharmaceutical market. The medical device industry in developed countries has become an important force to enhance the overall bio-pharmaceutical industry, while China's ratio is only about 20%. In the future, the domestic medical device market still has huge room for development. Although China's drug regulatory authorities have adopted a heavy drug and light device regulatory policy for the market for a long time, in the context of the new medical reform, the “medical and medical care” system is being corrected, and the medical service and medical device industry will be Welcome to the stage of rapid development.

China's current medical device market can be broadly divided into medical and household devices. Among them, home medical instruments are divided into three categories: home therapy devices, home rehabilitation devices and home health devices. The main categories of functional home medical devices are: Testing, breathing, rehabilitation, treatment, physiotherapy, family protection, maternal and child care, killing supplies, etc., for specific use groups: mother and baby, old humans, cloth and general categories.

As a sub-sector of the medical device market, the home medical instrument industry has huge market space and opportunities in the future. The main reasons are as follows:

I. Opportunities brought by population structure

According to the Ministry of Civil Affairs data, the number of elderly people over the age of 60 in China has exceeded 200 million, accounting for 14.9% of the total population. The number of elderly people over 80 years old is increasing at a rate of 1 million per year. With the peak of the aging society in the next 20 years, by 2030, China will become the country with the highest degree of aging in the world.

The medical expenses of 80% of people in their lifetime are spent in the final stage of life. On average, the medical resources consumed by the elderly are three to five times that of the average person. Therefore, the expenditure on medical expenses will become an increasingly important component of national expenditure. section. In the solution to a series of problems brought about by the aging of the population, we can find that the market prospects for medical service demand will be very broad, and the future Chinese nationals will be intelligent in the family in terms of common and chronic diseases for the elderly. The demand for station-based medical and health care services is growing. Such as sphygmomanometer, thermometer, blood glucose meter, etc., there is a trend to become the standard of the future family, reflected in the overall expansion of the medical services market.

At the same time, under the impetus of Internet + technology, industries such as medical care, pension, insurance, and legal consulting will inevitably penetrate each other, break the traditional industry boundaries, and integrate and reshuffle the industry.

Second, the opportunities brought by policy support

The medical device industry is a high-end manufacturing industry in developed countries. It is one of the centers of technological innovation. It has strong international competitiveness and masters the right to speak in the industry. China is in the stage of transformation from a manufacturing power to a manufacturing power. The current status of China's medical device industry is concentration. Low, medium and high-end mainly rely on imports. With the support of national policies, it is currently developing towards localization and intelligence.

The State Council directly or through the Development and Reform Commission, the Health Planning Commission and other departments to issue relevant policies to provide support for the medical device industry in infrastructure and major projects, local governments will also build high-tech biomedical industrial parks, supporting the relevant policies of advanced development zones, The medical device industry will be tilted as a key development direction to inject momentum into strengthening the industrial upgrading of national brands. Measures such as the “Several Opinions on Promoting Health Service Industry”, the new “Regulations on the Supervision and Administration of Medical Devices” and the “Special Approval Procedure for Innovative Medical Devices (Trial)” have been introduced to simplify the approval process, encouraging enterprises, especially SMEs, to accelerate innovation and import substitution processes. . Various enterprises have set up their own R&D centers around the first-tier cities such as Beishangguangshen and Shenzhen, and expanded to the upstream of technology.

It is worth noting that in the field of home medical equipment, enterprises represented by Jiu'an Medical, Yuyue Medical, Sannuo Bio, Minkang Science and Technology, etc., have reached the domestic market share in products such as blood glucose meters and blood pressure monitors. 60% strong. At present, China is formulating the “13th Five-Year Plan” for the medical device industry, which will encourage and develop relevant content of family and social wearable devices as one of the key points. During this period, the home medical device industry will surely usher in an overall explosive increase.

Third, the opportunity brought by the market scale

According to statistics, as of the end of 2014, China's medical device market has reached 400 billion yuan, with an average annual growth rate of more than 20%, but still far from meeting market demand.

The reasons for the imbalance between supply and demand, in addition to the previously mentioned population aging and long-term regulatory policies, are the high-tech nature of medical resources themselves, the cross-disciplinary nature of medical knowledge and the long period of personnel training, and the low treatment of employees. The contradiction between doctors and patients is deep, the distribution of resources is uneven, and the historical debts in rural and remote areas are affected by multiple factors. China's own shortage of medical resources, especially the shortage of high-end medical resources, has always existed. The number of hospitals and beds are seriously inadequate. The relatively slow growth of medical resources is difficult to meet the needs of a large number of national health and health industries.

As a popular medical device in the city, home medical instruments can provide certain prevention, diagnosis and health rehabilitation functions, reduce the waste of high-quality medical resources to a certain extent, and provide real-time monitoring data for health services. The demand for medical resources in rural areas is huge. To this end, the State Council’s “Implementation Opinions on Further Strengthening the Construction of Rural Doctors” clearly states that it is necessary to strengthen the construction of village clinics. Household medical devices have relatively low prices, strong adaptability, and transportation. The convenience of carrying and the low requirements for operational professionalism can solve some practical needs and help to expand the market.

Fourth, opportunities in sales channels and prices

China's tremendous advances in logistics and Internet + technology have made e-commerce an important sales channel for the home medical device industry. The home medical device industry is also a segment of the entire medical device industry that is most closely integrated with e-commerce.

Although the traditional domestic medical device industry sales seem to be based on offline channels, some SMEs are divided into business areas by setting up branches or subsidiaries, but the nature is mainly represented by local distributors, with high profit margins. To cover the cost of sales, to stimulate dealers' sales enthusiasm. At the same time, in the field of e-commerce, through the establishment of products with different brands or models under the line to avoid direct comparison of prices with consumers, to obtain profit margins. As an emerging industry, the current profit margin of medical devices is relatively large, and the motivation of enterprises in channel innovation is still insufficient. However, it should be noted that in an environment where market competition is becoming more and more full, the future sales channels will open up barriers to geographically divided sales areas along with the continuous development of the logistics industry and Internet technology. The overall front-end sales channels of the medical and health industry will Will focus on e-commerce, the main work of the dealer will gradually transition to provide follow-up product maintenance, customer maintenance, supply of consumables logistics and other services in accordance with the region.

The domestic medical device industry has cultural adaptability, and its operating cost has a natural advantage over foreign manufacturers, especially in low-value consumables, which has a considerable market share, while in high-value consumables, such as home bone wound repair equipment, etc. The market share is small, and through technological upgrading and policy support, there is still a large market space that can be broken.

5. Opportunities in technological breakthroughs

As a sub-sector of manufacturing industry, the home medical device industry is also facing the pressure of industrial upgrading. Mastering the core technology and patents of products, improving production processes, improving the accuracy and stability of data collection, and enhancing user experience are the localization directions of medical devices.

At present, the number of patent applications filed by Chinese enterprises has risen steadily. In some medical device segments, such as medical imaging X-ray machine technology, the number of patent applications has been able to keep pace with European and American companies, but there is still a big gap in most aspects. At present, most enterprises are moving toward mobile wearable devices, cloud computing and big data, moving towards faster detection, more convenient operation and more accurate data.

Internet companies have also seen huge business opportunities in this area. Ali, Baidu and other giants have entered the city in the form of cooperation with traditional medical instrument manufacturers. The direction of common cooperation is to collect real-time data transmission data from home medical devices every day, cloud computing processing. To build a diagnostic information Internet of Things, link and access the hospital's medical resources, and establish a remote real-time early warning and monitoring system to complete the closed loop of the entire industry chain.

6. Opportunities brought by the capital market

At present, there are about 15,000 medical device companies in China, of which only 20 A-share listed companies. Regardless of the status of these companies in the international division of labor, the disproportionate data comparison is the contradiction between the huge financing needs of small and medium-sized medical device companies and the relatively single financing channels. However, from the average PE level of 70~100 times in the whole industry, the capital market is very optimistic about the development prospects of the industry, and the high threshold of the small board and the GEM of the main board makes a considerable number of start-ups unable to achieve rapid volume. The profitability of the company cannot be obtained from the indirect financing channels.

With the arrival of the new economic normal, thanks to the country's attention to the financing of SMEs, the launch of the new three-board market has broken the rigid requirements of profitability and provided a reliable solution for the financing difficulties of SMEs. Excellent potential enterprises can break through the bottleneck that restricts the development of enterprises by listing on the New Third Board, making market prices, obtaining pricing, and carrying out direct financing such as private placement and stock pledge. At present, the new three-board market is in full swing. A large number of investors are looking for high-quality and low-value enterprises in this market. Under the premise of relatively slow growth in other industries, whether it is equity investment, brokerage market making, or investor participation. As a result, investors are keenly interested in investing in emerging industries that have broad space in the future, and those with technical barriers and compliance.

At the same time, cooperation between industries has begun. From the perspective of industry competition, on the one hand, the medical device industry is not willing to be marginalized as a pure production processing plant, on the other hand, the Internet industry is worried about losing a good opportunity to enter this industry, and there is a high degree of cooperation possibilities between the two sides. We have already seen the cooperation between Ali and Yuyue Medical. With the development of the industry, in the foreseeable time, private placement and mergers and acquisitions will be carried out between medical device companies, Internet companies and medical device manufacturers, whether as investors or mergers and acquisitions. The reasonable pricing of the acquired person is a prerequisite for the transaction, and the new three board as the base camp for listing and financing of the SME will be the main place for the transaction to take place.

At present, the moat of enterprise technology in China's home medical device industry is not deep enough. Some start-up or small-scale enterprises will experience the stage of developing homogenized products, and the different support policies of local governments will also bring the medical device industry into the division site and Excessive competition. Under this circumstance, the industry will experience a reshuffle stage similar to the white goods industry.

However, in the long run, leading companies that master core technologies and markets will eventually form a unified national market, opening up upstream and downstream and sales channels. The future of home medical device products is to develop a one-stop experience for customers, that is, through a few or even a small terminal, all human health data can be completed in a short time and minimally invasive conditions. Detection and collection, and real-time transmission to the data background processing through the system, quickly reach the conclusion of analysis, give customers effective treatment, rehabilitation support and health advice for the first time; simultaneously implement real-time remote warning and video and hospital, clinic and pharmacy Medical data docking, providing data support for the next medical service; it is even possible to achieve health services provided by most hospitals through remote robots and efficient logistics networks, such as home diagnosis and treatment of diseases, thereby creating Internet health management services. Ecological closed loop.

Then we can boldly predict that if enterprises continue to take care of macroeconomic policies, start with technological innovation, grasp core technologies, use reasonable financial means to introduce funds and other resources needed for strategic development of enterprises, open up industrial barriers, and unify the market space of the country. To achieve cross-industry collaboration and penetration, new industries and larger cities will inevitably be discovered.

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