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<section><section data-color="rgb(182, 228, 253)" data-custom="rgb(182, 228, 253)"><section><section><section><section><section><section><section><section><section><section><section><section><section><section><section><section><section><section><section><section><p><p><img src="image/20201014/86b79d371e9862b01189f0252a03b2cd_1.jpg" /></p></p></section><section><section><span><strong></strong></span></section><p><span>医疗器械媒体报道先锋</span></p><p><span>分享专业医疗器械知识</span></p></section><section><section><section><span>关注</span></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section><p><br /></p><section><span>日前，福建省医保局发布该省医用耗材集中带量采购符合报价条件企业名单，涉及器械类目主要包括人工关节、留置针、超声刀、镇痛泵4类，4类耗材的约定采购量，均根据2018年10月1日至2019年9月30日全省二级及以上公立医疗机构总用量的70%确定。</span></section><section><br /></section><section><span>在本月15日至16日召开医用耗材集中带量采购宣讲会，部分企业参加。</span></section><section><span><br /></span></section><section><span>其中：</span></section><section><span>人工关节类参会企业包括强生、捷迈、施乐辉、史赛克等25家械企；</span></section><section><span>超声刀类参会企业包括强生、奥林巴斯、武汉半边天等10家械企；</span></section><section><span>镇痛泵类参会企业包括江苏爱朋、河南驼人等19家械企；</span></section><section><span>留置针类参会企业包括BD、鱼跃、贝朗、康德莱等27家械企。</span></section><p><br /></p><p><span>值得关注的是，名单中除了常年处于骨科耗材领域头部位置的国际巨头，更有很多国产械企开始参与市场争夺。<br /></span></p><section><br /></section><section data-support="96编辑器" data-style-id="22631"><section><section><p><span><strong><span>1.骨科耗材TOP 20</span></strong></span></p></section></section></section><p><br /></p><p><span>根据数据显示，2019年中国骨科植入市场排名前二十的生产企业共占据65.45%的市场份额，其中<strong>6家进口企业共占据38.05%的市场份额</strong>，<strong>14家国产企业共占据27.40%的市场份额</strong>。</span></p><p><br /></p><table cellspacing="0"><tbody><tr><td width="568" valign="top" colspan="5"><p><span><strong><span>201</span></strong><strong><span>9</span></strong><strong><span>年中国骨科植入市场生产企业</span></strong><strong><span>Top20</span></strong></span></p></td></tr><tr><td width="45" valign="top"><p><strong><span>序号</span></strong></p></td><td width="61" valign="top"><p><strong><span>公司名称</span></strong></p></td><td width="32" valign="top"><p><strong><span>类别</span></strong></p></td><td width="41" valign="top"><p><strong><span>市占率</span></strong></p></td><td width="307" valign="top"><p><strong><span>备注</span></strong></p></td></tr><tr><td width="45" valign="top"><p><span>1</span></p></td><td width="80" valign="top"><p><span>强生</span></p></td><td width="41" valign="top"><p><span>进口</span></p></td><td width="59" valign="top"><p><span>12.85%</span></p></td><td width="309" valign="top"><p><span>产品线：关节、脊柱、创伤、运动医学</span></p></td></tr><tr><td width="45" valign="top"><p><span>2</span></p></td><td width="80" valign="top"><p><span>捷迈邦美</span></p></td><td width="41" valign="top"><p><span>进口</span></p></td><td width="59" valign="top"><p><span>8.55%</span></p></td><td width="310" valign="top"><p><span>产品线：关节、脊柱、创伤</span></p></td></tr><tr><td width="45" valign="top"><p><span>3</span></p></td><td width="80" valign="top"><p><span>史赛克</span></p></td><td width="41" valign="top"><p><span>进口</span></p></td><td width="59" valign="top"><p><span>6.52%</span></p></td><td width="310" valign="top"><p><span>产品线：关节、脊柱、创伤、球囊（含创生国产）</span></p></td></tr><tr><td width="45" valign="top"><p><span>4</span></p></td><td width="80" valign="top"><p><span>威高</span></p></td><td width="41" valign="top"><p><span>国产</span></p></td><td width="59" valign="top"><p><span>5.12%</span></p></td><td width="310" valign="top"><p><span>产品线：关节、脊柱、创伤、球囊</span></p></td></tr><tr><td width="45" valign="top"><p><span>5</span></p></td><td width="80" valign="top"><p><span>美敦力</span></p></td><td width="41" valign="top"><p><span>进口</span></p></td><td width="59" valign="top"><p><span>5.03%</span></p></td><td width="310" valign="top"><p><span>产品线：脊柱、创伤（含康辉国产）</span></p></td></tr><tr><td width="45" valign="top"><p><span>6</span></p></td><td width="80" valign="top"><p><span>施乐辉</span></p></td><td width="41" valign="top"><p><span>进口</span></p></td><td width="59" valign="top"><p><span>4.15%</span></p></td><td width="310" valign="top"><p><span>产品线：关节、创伤、运动医学</span></p></td></tr><tr><td width="45" valign="top"><p><span>7</span></p></td><td width="80" valign="top"><p><span>大博</span></p></td><td width="41" valign="top"><p><span>国产</span></p></td><td width="59" valign="top"><p><span>3.49%</span></p></td><td width="310" valign="top"><p><span>产品线：脊柱、创伤</span></p></td></tr><tr><td width="45" valign="top"><p><span>8</span></p></td><td width="80" valign="top"><p><span>正天</span></p></td><td width="41" valign="top"><p><span>国产</span></p></td><td width="59" valign="top"><p><span>3.29%</span></p></td><td width="310" valign="top"><p><span>产品线：关节、脊柱、创伤（含纳通集团）</span></p></td></tr><tr><td width="45" valign="top"><p><span>9</span></p></td><td width="80" valign="top"><p><span>爱康</span></p></td><td width="41" valign="top"><p><span>国产</span></p></td><td width="59" valign="top"><p><span>3.05%</span></p></td><td width="310" valign="top"><p><span>产品线：关节</span></p></td></tr><tr><td width="45" valign="top"><p><span>10</span></p></td><td width="80" valign="top"><p><span>春立</span></p></td><td width="41" valign="top"><p><span>国产</span></p></td><td width="59" valign="top"><p><span>2.81%</span></p></td><td width="310" valign="top"><p><span>产品线：关节、脊柱</span></p></td></tr><tr><td width="45" valign="top"><p><span>11</span></p></td><td width="80" valign="top"><p><span>凯利泰</span></p></td><td width="41" valign="top"><p><span>国产</span></p></td><td width="59" valign="top"><p><span>2.22%</span></p></td><td width="310" valign="top"><p><span>产品线：脊柱、创伤、运动医学（含江苏艾迪尔）</span></p></td></tr><tr><td width="45" valign="top"><p><span>12</span></p></td><td width="80" valign="top"><p><span>欣荣博尔特</span></p></td><td width="41" valign="top"><p><span>国产</span></p></td><td width="59" valign="top"><p><span>1.32%</span></p></td><td width="310" valign="top"><p><span>产品线：关节、脊柱、创伤、球囊</span></p></td></tr><tr><td width="45" valign="top"><p><span>13</span></p></td><td width="80" valign="top"><p><span>三友</span></p></td><td width="41" valign="top"><p><span>国产</span></p></td><td width="59" valign="top"><p><span>1.16%</span></p></td><td width="310" valign="top"><p><span>产品线：脊柱、创伤</span></p></td></tr><tr><td width="45" valign="top"><p><span>14</span></p></td><td width="80" valign="top"><p><span>爱得</span></p></td><td width="41" valign="top"><p><span>国产</span></p></td><td width="59" valign="top"><p><span>1.12%</span></p></td><td width="310" valign="top"><p><span>产品线：球囊、外固定支架</span></p></td></tr><tr><td width="45" valign="top"><p><span>15</span></p></td><td width="80" valign="top"><p><span>科惠</span></p></td><td width="41" valign="top"><p><span>国产</span></p></td><td width="59" valign="top"><p><span>1.09%</span></p></td><td width="310" valign="top"><p><span>产品线：脊柱、创伤、球囊</span></p></td></tr><tr><td width="45" valign="top"><p><span>16</span></p></td><td width="80" valign="top"><p><span>华森</span></p></td><td width="41" valign="top"><p><span>国产</span></p></td><td width="59" valign="top"><p><span>0.97%</span></p></td><td width="310" valign="top"><p><span>产品线：脊柱、创伤</span></p></td></tr><tr><td width="45" valign="top"><p><span>17</span></p></td><td width="80" valign="top"><p><span>索娜蒙托</span></p></td><td width="41" valign="top"><p><span>进口</span></p></td><td width="59" valign="top"><p><span>0.95%</span></p></td><td width="310" valign="top"><p><span>产品线：脊柱、创伤</span></p></td></tr><tr><td width="45" valign="top"><p><span>18</span></p></td><td width="80" valign="top"><p><span>微创</span></p></td><td width="41" valign="top"><p><span>国产</span></p></td><td width="59" valign="top"><p><span>0.60%</span></p></td><td width="310" valign="top"><p><span>产品线：关节、脊柱、创伤（不含国外营收）</span></p></td></tr><tr><td width="45" valign="top"><p><span>19</span></p></td><td width="80" valign="top"><p><span>德骼拜尔</span></p></td><td width="41" valign="top"><p><span>国产</span></p></td><td width="59" valign="top"><p><span>0.59%</span></p></td><td width="310" valign="top"><p><span>产品线：关节、脊柱、创伤（迈瑞全资子公司）</span></p></td></tr><tr><td width="45" valign="top"><p><span>20</span></p></td><td width="80" valign="top"><p><span>威曼</span></p></td><td width="41" valign="top"><p><span>国产</span></p></td><td width="59" valign="top"><p><span>0.57%</span></p></td><td width="310" valign="top"><p><span>产品线：脊柱、创伤</span></p></td></tr></tbody></table><section><span>来源：Eshare医械汇</span></section><p><br /></p><section><span>近年来越来越多的国产企业飞速发展，与进口企业的市场份额不断拉近，但纵观全球市场来看，<strong>国产企业与进口企业的差距还是相当明显</strong>。</span></section><p><br /></p><table cellspacing="0" width="516"><tbody><tr><td width="592" valign="center" colspan="8"><p><strong><span>骨科植入市场</span></strong><strong><span>全球VS中国国产知名企业情况</span></strong></p></td></tr><tr><td width="65" valign="center"><p><strong><span>企业</span></strong></p></td><td width="58" valign="center"><p><strong><span>所在地</span></strong></p></td><td width="96" valign="center"><p><strong><span>201</span></strong><strong><span>9</span></strong><strong><span>年营收</span></strong></p><p><strong><span>（骨科）</span></strong></p></td><td width="73" valign="center"><p><strong><span>同比增长</span></strong></p></td><td width="79" valign="center"><p><strong><span>企业</span></strong></p></td><td width="61" valign="center"><p><strong><span>所在地</span></strong></p></td><td width="95" valign="center"><p><strong><span>201</span></strong><strong><span>9</span></strong><strong><span>年营收</span></strong></p><p><strong><span>（骨科）</span></strong></p></td><td width="66" valign="center"><p><strong><span>同比增长</span></strong></p></td></tr><tr><td width="65" valign="center"><p><span>强生</span></p></td><td width="58" valign="center"><p><span>美国</span></p></td><td width="96" valign="top"><p><span>88.39亿美元</span></p></td><td width="73" valign="top"><p><span>-0.50%</span></p></td><td width="79" valign="center"><p><span>微创</span></p></td><td width="61" valign="center"><p><span>中国</span></p></td><td width="95" valign="center"><p><span>2.32亿美元</span></p></td><td width="66" valign="center"><p><span>0.20%</span></p></td></tr><tr><td width="65" valign="center"><p><span>捷迈邦美</span></p></td><td width="58" valign="center"><p><span>美国</span></p></td><td width="96" valign="center"><p><span>72.88亿美元</span></p></td><td width="73" valign="center"><p><span>1.07%</span></p></td><td width="79" valign="center"><p><span>威高</span></p></td><td width="61" valign="center"><p><span>中国</span></p></td><td width="95" valign="center"><p><span>15.56亿元</span></p></td><td width="66" valign="center"><p><span>31.80%</span></p></td></tr><tr><td width="65" valign="center"><p><span>史赛克</span></p></td><td width="58" valign="center"><p><span>美国</span></p></td><td width="96" valign="center"><p><span>52.52</span><span>亿美元</span></p></td><td width="73" valign="center"><p><span>5.23%</span></p></td><td width="79" valign="center"><p><span>大博</span></p></td><td width="61" valign="center"><p><span>中国</span></p></td><td width="95" valign="center"><p><span>10.62亿元</span></p></td><td width="66" valign="center"><p><span>63.64%</span></p></td></tr><tr><td width="65" valign="center"><p><span>施乐辉</span></p></td><td width="58" valign="center"><p><span>美国</span></p></td><td width="96" valign="center"><p><span>30.16亿美元</span></p></td><td width="73" valign="center"><p><span>4.54%</span></p></td><td width="79" valign="center"><p><span>爱康</span></p></td><td width="61" valign="center"><p><span>中国</span></p></td><td width="95" valign="center"><p><span>9.27亿元</span></p></td><td width="66" valign="center"><p><span>54.31%</span></p></td></tr><tr><td width="65" valign="center"><p><span>美敦力</span></p></td><td width="58" valign="center"><p><span>美国</span></p></td><td width="96" valign="center"><p><span>26.54亿美元</span></p></td><td width="73" valign="center"><p><span>-0.50%</span></p></td><td width="79" valign="center"><p><span>春立</span></p></td><td width="61" valign="center"><p><span>中国</span></p></td><td width="95" valign="center"><p><span>8.55亿元</span></p></td><td width="66" valign="center"><p><span>71.78%</span></p></td></tr></tbody></table><p><span>来源：各公司年报，Eshare医械汇</span></p><p><br /></p><section data-support="96编辑器" data-style-id="22631"><section><section><p><span><strong><span>2.国产替代持续进行</span></strong></span></p><p><br /></p></section></section></section><p><br /><span></span></p><p><span>虽然目前跨国企业的骨科医疗器械产品在国内市场仍占有显著优势，但这些优势已经开始呈现削弱态势。国内骨科器械产品凭着价格优势抢夺进口产品市场，越来越多的患者倾向于主动选择国产骨科器械，加上医保对国产产品的倾斜，客观上促进国产骨科器械需求增长。</span></p><p><span><br /></span></p><p><span>目前，创伤领域实现进口替代的进度最高，但<span>国内骨科手术量整体渗透率仍较低。另外，</span>相较于创伤类和脊柱类产品，人工关节类器械是永久性植入产品，技术门槛高，制造工艺难且手术难度大，进口替代速度相对较慢。</span></p><p><br /></p><section powered-by="gulangu"><section><p><p><img src="image/20201014/57964320ff06345adda96a0a1ce9837a_2.png" /></p><br /></p><section powered-by="gulangu"><section><p><span>我国骨科植入耗材行业代表企业</span></p><p><br /></p></section></section><section data-support="96编辑器" data-style-id="22631"><section><section><p><span><strong><span></span></strong></span></p><p><strong>3.政策加速国产骨科企业大浪淘沙</strong></p></section></section></section><p><br /></p><p><span>从已进行的几轮耗材集采试点来看，相较于外企在药品集采中的“含蓄”（降价有限，中标企业也不多），在耗材集采中外资企业的表现可就算是相当“生猛”了，一方面是降价连连，另一方面企业也接连中标，这几乎让本土企业毫无喘息的余地，降价和中标的压力更甚。</span></p><p><span><br /></span></p><p><span>另需值得注意的是，在9月底的集采之后，江苏医保局曾表示，“在骨科人工髋关节类取得带量采购的突破，对下一步推进骨科类高值医用耗材带量采购有着十分重要的借鉴作用，说明选好品种、分类推进、对复杂性做好预案，大部分高值医用耗材可以带量采购”。这也预示着，包括骨科在内的高值医用耗材带量采购或会比市场预期的来的更猛更烈。</span></p><p><br /></p><section data-support="96编辑器" data-style-id="22631"><section><section><p><strong>4.市场潜力为国产留下发展空间</strong></p></section></section></section><p><br /></p><p><span>2019年我骨科植入耗</span><span>材市场规模约为304亿元，预计2020年市场规模可达350亿元(出厂端)，到2023年可增长至520亿元，2018-2023年复合增长率在15.05%左右。</span><span> 巨大的市场潜力为国内</span><span>骨科企业留下了发展空间。</span><span></span></p></section></section><section><br /></section><p><p><img src="image/20201014/0464defa204a9384550f19bf2ceeae1a_3.png" /></p></p><p><span>来源：CFDA南方医药经济研究所、Eshare医械汇</span></p><p><br /></p><p><span>从数据来看，我国骨科领域的国产替代取得了一定的成果，但未来仍有很长一段路要走。<br /><span><span></span></span></span></p></section><section><p><br /></p></section><section><section data-color="#757576"><section><section><section><section data-brushtype="text"><strong>相关阅读</strong></section></section></section><section><section><br /></section></section><section data-width="100%"><section><section><section><section data-width="100%"><section data-color="#6aa9ad" data-custom="#59c3f9"><section><p><img 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发表于 2020-10-14 11:51:27