医疗器械：国产干掉进口，这四大领域有戏！

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                    <p style="max-width: 100%;min-height: 1em;color: rgb(62, 62, 62);font-size: 16px;white-space: normal;background-color: rgb(255, 255, 255);font-family: 微软雅黑;text-align: justify;line-height: 1.75em;letter-spacing: 0.5px;box-sizing: border-box !important;word-wrap: break-word !important;"><img class="__bg_gif" data-ratio="0.10555555555555556" src="http://mmbiz.qpic.cn/mmbiz/M2H0aGBjWUTRia7nqkArYeKZUqEfdmpNibMPiaZk4gvlWk5v5lUKyXhjJP4CENKQeQt5HI8zwcTCWJOkicfWJiatdJQ/0?wx_fmt=gif" data-type="gif" data-w="720" style="line-height: 25.6px;text-align: right;box-sizing: border-box !important;word-wrap: break-word !important;visibility: visible !important;width: auto !important;" width="auto"  /></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;word-wrap: break-word !important;">医疗器械：高速增长可期，进口替代空间巨大。从行业角度，我国医疗器械市场规模已超3000亿，为全球第二大市场，但我国器械消费占比医药市场整体仅17%，仅为发达国家的40%，随着老龄化和医保支付水平的提升，预计未来5年至少还有5%的份额提升空间、对应超3000亿的市场扩容。</span></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"  /></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;word-wrap: break-word !important;">从微观层面，我国器械厂商“小而散”，90%以上为规模在2000万元以下的中小企业，中高端医疗器械依然依赖进口，国内企业主要承担了产业链上相对低附加值的环节，进口替代的空间巨大。</span></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"  /></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;word-wrap: break-word !important;">政策持续催化，红利释放不断。进口替代的前提是国产设备的技术突破，核心催化是政策端自上而下的强势破冰。</span></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"  /></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;word-wrap: break-word !important;">近年我国通过鼓励创新、加速审评、医疗反腐及支持国产设备采购使用等政策组合拳，一方面提高了国产品牌的创新制造水平，另一方面通过格局重塑为国产设备提供了入场机遇，高性价比国产器械迎来发展的春天。</span></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"  /></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;word-wrap: break-word !important;">“空间+技术+模式”三维度寻觅进口替代机遇</span></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"  /></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;word-wrap: break-word !important;">IVD领域：化学发光最具进口替代价值。化学发光的灵敏度和自动化程度更高，替代酶联免疫的技术趋势明显。</span></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"  /></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;word-wrap: break-word !important;">国内市场外资品牌凭借技术和服务优势已占据90%-95%的份额，安图生物、新产业、迈克生物、迈瑞医疗等龙头在仪器和试剂领域已实现技术突破且更具性价比，“技术升级”叠加“进口替代”，保守测算国产品牌化学发光市场在未来5年将保持32.95%的复合增速，快速扩容和替代。</span></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"  /></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;word-wrap: break-word !important;">医学影像：DR(数字化X线机)迎来新的发展机遇。国内医学影像市场长期处于外资高度垄断状态，“GPS”在国内CT、MRI和超声类合计份额分别为83.3%、85.7%和69.4%。</span></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"  /></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;word-wrap: break-word !important;">随着基层市场和民营医院设备采购需求提升，以及三级医院的反腐和控费压力加大，国产高端DR迎来替代机遇。</span></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"  /></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;word-wrap: break-word !important;">目前万东医疗已实现全影像链核心部件自主研发，且积极试水远程医疗、独立影像中心等模式，预计未来国产DR市场将保持10%-15%的增长，成为放射影像领域成长最快、规模最大的产品线。</span></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"  /></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;word-wrap: break-word !important;">心血管及外科器械：起搏器及腔镜吻合器进口替代在即。我国每百万人口起搏器植入量不足发达国家的5%，市场需求受制于价格和支付能力尚未有效释放，目前乐普医疗的国产双腔起搏器上市推广顺利，微创与索林合作的起搏器已获批、先健与美敦力合作的产品也上市在即，国内起搏器行业有望复制冠脉支架的进口替代之路。</span></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"  /></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;word-wrap: break-word !important;">吻合器是外科器械最大品类，其中腔镜吻合器由于技术要求较高形成了“外资主导，内资为辅”的竞争格局，目前以乐普旗下宁波秉琨为代表的企业在技术突破后已快速开启进口替代。</span></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"  /></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;word-wrap: break-word !important;">血透：下一个慢病蓝海，连锁血透中心布局加速。我国约有200万终末期肾病患者，但血透渗透率仅15%，随着大病医保的推进以及血透中心建设的加快，千亿市场需求有望释放。</span></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"  /></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;word-wrap: break-word !important;">目前技术壁垒较高的透析器和透析机依然是外资主导，血液透析粉和透析浓缩液国产品牌已占比超90%，透析管路国内企业占比近50%，正处于进口替代过程中。目前宝莱特等资源协同力强的企业已经构建了血透“设备+耗材+渠道+服务”的全产业链模式，器械和服务互为协同、加速市场需求变现。</span></p><p style="max-width: 100%;min-height: 1em;line-height: 25.6px;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;word-wrap: break-word !important;"><br  /></span></p><p 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border-box !important;word-wrap: break-word !important;visibility: visible !important;width: auto !important;" width="auto"  /></p><p style="max-width: 100%;min-height: 1em;color: rgb(62, 62, 62);text-indent: 0em;white-space: normal;font-size: 12px;font-family: Arial, Verdana, sans-serif;line-height: 1.75em;background-color: rgb(255, 255, 255);box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;word-wrap: break-word !important;">维修咨询：QQ: &nbsp;712638 404</span><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"  /></p><p style="max-width: 100%;min-height: 1em;color: rgb(62, 62, 62);text-indent: 0em;white-space: normal;font-size: 12px;font-family: Arial, Verdana, sans-serif;line-height: 1.75em;background-color: rgb(255, 255, 255);box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;word-wrap: break-word !important;">设备咨询: &nbsp; QQ: &nbsp;712638 405</span></p><p style="max-width: 100%;min-height: 1em;color: rgb(62, 62, 62);font-size: 16px;white-space: normal;font-family: 微软雅黑;line-height: 24.381px;background-color: rgb(255, 255, 255);box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;font-family: Arial, Verdana, sans-serif;line-height: 1.75em;text-indent: 0em;box-sizing: border-box !important;word-wrap: break-word !important;">软件咨询：QQ: 712638 406</span><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"  /></p><p style="max-width: 100%;min-height: 1em;color: rgb(62, 62, 62);text-indent: 0em;white-space: normal;font-size: 12px;font-family: Arial, Verdana, sans-serif;line-height: 1.75em;background-color: rgb(255, 255, 255);box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;word-wrap: break-word !important;">配件咨询：QQ: &nbsp; 712638 407</span></p><p style="max-width: 100%;min-height: 1em;color: rgb(62, 62, 62);text-indent: 0em;white-space: normal;font-size: 12px;font-family: Arial, Verdana, sans-serif;line-height: 1.75em;background-color: rgb(255, 255, 255);box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;word-wrap: break-word !important;">交流Q群：1106 11074</span></p><p style="max-width: 100%;min-height: 1em;color: rgb(62, 62, 62);text-indent: 0em;white-space: normal;font-size: 12px;font-family: Arial, Verdana, sans-serif;line-height: 1.75em;background-color: rgb(255, 255, 255);box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;">阿里店铺网址：</span><span style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;">https://renchengyiliao.1688.com</span></span></p><p style="max-width: 100%;min-height: 1em;color: rgb(62, 62, 62);text-indent: 0em;white-space: normal;font-size: 12px;font-family: Arial, Verdana, sans-serif;line-height: 1.75em;background-color: rgb(255, 255, 255);box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;word-wrap: break-word !important;">电子邮箱：service@yiliaoshebeiweixiu.com</span></p>