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<p style="border-width: 0px;border-style: initial;border-color: initial;margin-top: 0.63em;margin-bottom: 1.8em;font-size: 16px;counter-reset: list-1 0 list-2 0 list-3 0 list-4 0 list-5 0 list-6 0 list-7 0 list-8 0 list-9 0;color: rgb(25, 25, 25);font-family: " ingFang SC", Arial, 微软雅黑, 宋体, simsun, sans-serif;text-align: left;white-space: normal;background-color: rgb(255, 255, 255);">腾讯、华为上周分别以战略合作、变更经营范围的方式入局医疗器械行业,今年初百度也宣布下场角逐。记者了解得知,在多年高速增长过后,中国医疗器械整体“盘子”已跃居全球第二,而基层医疗机构设备短缺,所以巨头们闻风而来掘金。</p><p style="border-width: 0px;border-style: initial;border-color: initial;margin-top: 0.63em;margin-bottom: 1.8em;font-size: 16px;counter-reset: list-1 0 list-2 0 list-3 0 list-4 0 list-5 0 list-6 0 list-7 0 list-8 0 list-9 0;color: rgb(25, 25, 25);font-family: " ingFang SC", Arial, 微软雅黑, 宋体, simsun, sans-serif;text-align: left;white-space: normal;background-color: rgb(255, 255, 255);"><span style="font-weight: 700;border-width: 0px;border-style: initial;border-color: initial;">三“大佬”开卖医疗器械</span></p><p style="border-width: 0px;border-style: initial;border-color: initial;margin-top: 0.63em;margin-bottom: 1.8em;font-size: 16px;counter-reset: list-1 0 list-2 0 list-3 0 list-4 0 list-5 0 list-6 0 list-7 0 list-8 0 list-9 0;color: rgb(25, 25, 25);font-family: " ingFang SC", Arial, 微软雅黑, 宋体, simsun, sans-serif;text-align: left;white-space: normal;background-color: rgb(255, 255, 255);">上周,飞利浦(中国)投资有限公司与腾讯达成战略合作,致力于在智能医疗领域的研发合作。紧接着,3月25日腾讯又与诺华制药达成战略合作,旨在整合创新药物、人工智能和社交平台,为慢性病患者提供服务。</p><p style="border-width: 0px;border-style: initial;border-color: initial;margin-top: 0.63em;margin-bottom: 1.8em;font-size: 16px;counter-reset: list-1 0 list-2 0 list-3 0 list-4 0 list-5 0 list-6 0 list-7 0 list-8 0 list-9 0;color: rgb(25, 25, 25);font-family: " ingFang SC", Arial, 微软雅黑, 宋体, simsun, sans-serif;text-align: left;white-space: normal;background-color: rgb(255, 255, 255);">同样在上周,华为正式变更公司经营范围,新增医疗器械销售等业务,这意味其正式入局医疗器械行业。天眼查信息显示,华为终端有限公司在3月21日变更公司经营范围,新增了医疗器械(第二类医疗器械)销售等业务。</p><p style="border-width: 0px;border-style: initial;border-color: initial;margin-top: 0.63em;margin-bottom: 1.8em;font-size: 16px;counter-reset: list-1 0 list-2 0 list-3 0 list-4 0 list-5 0 list-6 0 list-7 0 list-8 0 list-9 0;color: rgb(25, 25, 25);font-family: " ingFang SC", Arial, 微软雅黑, 宋体, simsun, sans-serif;text-align: left;white-space: normal;background-color: rgb(255, 255, 255);">对医疗器械感兴趣的显然不止以上两家巨头。实际上,同样在今年,百度在线网络技术(北京)有限公司也变更了经营范围,增加了销售医疗器械二类、三类业务,并于3月19日投资东软医疗。</p><p style="border-width: 0px;border-style: initial;border-color: initial;margin-top: 0.63em;margin-bottom: 1.8em;font-size: 16px;counter-reset: list-1 0 list-2 0 list-3 0 list-4 0 list-5 0 list-6 0 list-7 0 list-8 0 list-9 0;color: rgb(25, 25, 25);font-family: " ingFang SC", Arial, 微软雅黑, 宋体, simsun, sans-serif;text-align: left;white-space: normal;background-color: rgb(255, 255, 255);"><span style="font-weight: 700;border-width: 0px;border-style: initial;border-color: initial;">医疗器械市场高增速长</span></p><p style="border-width: 0px;border-style: initial;border-color: initial;margin-top: 0.63em;margin-bottom: 1.8em;font-size: 16px;counter-reset: list-1 0 list-2 0 list-3 0 list-4 0 list-5 0 list-6 0 list-7 0 list-8 0 list-9 0;color: rgb(25, 25, 25);font-family: " ingFang SC", Arial, 微软雅黑, 宋体, simsun, sans-serif;text-align: left;white-space: normal;background-color: rgb(255, 255, 255);">记者了解得知,近年来我国医疗器械市场规模增速超过20%,远高于我国药品市场规模10%左右的增速。中国在医疗器械领域的市场规模已达到世界第二。近期一项研究报告显示,我国医疗器械市场规模在2017年已经达到了759亿美元,占全球市场规模的18.8%,且连续六年增速高于全球市场规模增速。</p><p style="border-width: 0px;border-style: initial;border-color: initial;margin-top: 0.63em;margin-bottom: 1.8em;font-size: 16px;counter-reset: list-1 0 list-2 0 list-3 0 list-4 0 list-5 0 list-6 0 list-7 0 list-8 0 list-9 0;color: rgb(25, 25, 25);font-family: " ingFang SC", Arial, 微软雅黑, 宋体, simsun, sans-serif;text-align: left;white-space: normal;background-color: rgb(255, 255, 255);"><span style="font-weight: 700;border-width: 0px;border-style: initial;border-color: initial;">仍有市场空白待填补</span></p><p style="border-width: 0px;border-style: initial;border-color: initial;margin-top: 0.63em;margin-bottom: 1.8em;font-size: 16px;counter-reset: list-1 0 list-2 0 list-3 0 list-4 0 list-5 0 list-6 0 list-7 0 list-8 0 list-9 0;color: rgb(25, 25, 25);font-family: " ingFang SC", Arial, 微软雅黑, 宋体, simsun, sans-serif;text-align: left;white-space: normal;background-color: rgb(255, 255, 255);">一方面是“蛋糕”在不断变大,另一方面是依然有市场空白待填补。据了解,随着我国分级诊疗政策的推进,基层医疗机构的床位数和诊疗人次都在持续增长,而基层恰恰缺乏医疗设备,广袤的基层市场使得巨头们觉得前景可期。</p><p style="border-width: 0px;border-style: initial;border-color: initial;margin-top: 0.63em;margin-bottom: 1.8em;font-size: 16px;counter-reset: list-1 0 list-2 0 list-3 0 list-4 0 list-5 0 list-6 0 list-7 0 list-8 0 list-9 0;color: rgb(25, 25, 25);font-family: " ingFang SC", Arial, 微软雅黑, 宋体, simsun, sans-serif;text-align: left;white-space: normal;background-color: rgb(255, 255, 255);">根据《“十三五”深化医药卫生体制改革》,到2020年,力争覆盖所有社区卫生服务机构和乡镇卫生院以及70%的村卫生室具备中医药服务能力,同时具备相应的医疗康复能力。</p><p style="border-width: 0px;border-style: initial;border-color: initial;margin-top: 0.63em;margin-bottom: 1.8em;font-size: 16px;counter-reset: list-1 0 list-2 0 list-3 0 list-4 0 list-5 0 list-6 0 list-7 0 list-8 0 list-9 0;color: rgb(25, 25, 25);font-family: "PingFang SC", Arial, 微软雅黑, 宋体, simsun, sans-serif;text-align: left;white-space: normal;background-color: rgb(255, 255, 255);">“和广阔市场不匹配的恰恰是生产能力。我国的医疗器械行业目前依然处于‘小而散’的状态,互联网‘大佬’们携资金、技术入局或有助行业转型升级。”在行业观察人士看来,我国高端医疗设备市场依然是外资品牌占据较大话语权和优势,中低端市场的“散兵游勇”较多、市场集中度有待提高。</p><p style="border-width: 0px;border-style: initial;border-color: initial;margin-top: 0.63em;margin-bottom: 1.8em;font-size: 16px;counter-reset: list-1 0 list-2 0 list-3 0 list-4 0 list-5 0 list-6 0 list-7 0 list-8 0 list-9 0;color: rgb(25, 25, 25);font-family: "PingFang SC", Arial, 微软雅黑, 宋体, simsun, sans-serif;text-align: left;white-space: normal;background-color: rgb(255, 255, 255);"><span style="font-weight: 700;border-width: 0px;border-style: initial;border-color: initial;">巨头携资金技术入局 有望推动行业发展</span></p><p style="border-width: 0px;border-style: initial;border-color: initial;margin-top: 0.63em;margin-bottom: 1.8em;font-size: 16px;counter-reset: list-1 0 list-2 0 list-3 0 list-4 0 list-5 0 list-6 0 list-7 0 list-8 0 list-9 0;color: rgb(25, 25, 25);font-family: "PingFang SC", Arial, 微软雅黑, 宋体, simsun, sans-serif;text-align: left;white-space: normal;background-color: rgb(255, 255, 255);">据了解,在我国医疗器械企业中,2017年营业收入超过50亿元销售收入的上市公司仅迈瑞医疗、威高股份、新华医疗与迪安诊断四家。国内上市公司合计营业收入为830亿元,不足我国医疗器械整体市场五分之一。行业数据显示,截至2017年底,全国实有医疗器械生产企业1.6万家。</p><p style="border-width: 0px;border-style: initial;border-color: initial;margin-top: 0.63em;margin-bottom: 1.8em;font-size: 16px;counter-reset: list-1 0 list-2 0 list-3 0 list-4 0 list-5 0 list-6 0 list-7 0 list-8 0 list-9 0;color: rgb(25, 25, 25);font-family: "PingFang SC", Arial, 微软雅黑, 宋体, simsun, sans-serif;text-align: left;white-space: normal;background-color: rgb(255, 255, 255);">“看上去厂家数量不少,但大多规模小、竞争能力差,导致产品在技术含量、人性化操作等方面,依然和外资巨头有较大差距。”该观察人士表示,好在我国医疗器械行业市场潜力巨大且利润率高,又有政策扶持,如果资本大鳄能打“有准备之战”,未来市场格局或将改写。</p><p style="max-width: 100%;min-height: 1em;letter-spacing: 0.544px;white-space: normal;background-color: rgb(255, 255, 255);box-sizing: border-box !important;overflow-wrap: break-word !important;"><span style="max-width: 100%;font-size: 15px;box-sizing: border-box !important;overflow-wrap: break-word !important;"><img data-type="png" class="" data-ratio="0.6100178890876565" data-w="559" src="http://mmbiz.qpic.cn/mmbiz_png/A1DicCH9Vl6MK5Q8sxibcIbgTPECicmaSpkdc8Z9sZ08Rp4HCzAicktdjPgic7Q7trLRwDf6Z3zz8icJhxWHoCn4iaN0w/640?wx_fmt=png" style="box-sizing: border-box !important;overflow-wrap: break-word !important;visibility: visible !important;width: 559px !important;" /></span></p><p style="margin-top: 10px;max-width: 100%;min-height: 1em;letter-spacing: 0.544px;white-space: normal;background-color: rgb(255, 255, 255);text-align: center;box-sizing: border-box !important;overflow-wrap: break-word !important;"><strong style="max-width: 100%;font-size: 14px;line-height: 21px;color: rgb(255, 255, 255);font-family: arial, helvetica, sans-serif;box-sizing: border-box !important;overflow-wrap: break-word !important;"><span class="" style="margin-right: 8px;padding: 4px 10px;max-width: 100%;border-radius: 5px;background-color: rgb(191, 0, 0);box-sizing: border-box !important;overflow-wrap: break-word !important;"></span></strong><br data-filtered="filtered" style="max-width: 100%;box-sizing: border-box !important;overflow-wrap: break-word !important;" /></p><p style="max-width: 100%;min-height: 1em;letter-spacing: 0.544px;white-space: normal;background-color: rgb(255, 255, 255);text-align: center;box-sizing: border-box !important;overflow-wrap: break-word !important;"><strong style="max-width: 100%;box-sizing: border-box !important;overflow-wrap: break-word !important;"><span style="max-width: 100%;line-height: 2em;color: rgb(255, 0, 0);box-sizing: border-box !important;overflow-wrap: break-word !important;">ID: </span></strong></p><p style="max-width: 100%;min-height: 1em;letter-spacing: 0.544px;white-space: normal;background-color: rgb(255, 255, 255);text-align: center;box-sizing: border-box !important;overflow-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;overflow-wrap: break-word !important;">最具人气的医疗器械维修新媒体平台</span></p><p style="max-width: 100%;min-height: 1em;letter-spacing: 0.544px;white-space: normal;background-color: rgb(255, 255, 255);text-align: center;box-sizing: border-box !important;overflow-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;box-sizing: border-box !important;overflow-wrap: break-word !important;">医疗器械维修人自己的交流平台</span></p><p style="max-width: 100%;min-height: 1em;letter-spacing: 0.544px;white-space: normal;background-color: rgb(255, 255, 255);text-align: center;box-sizing: border-box !important;overflow-wrap: break-word !important;"><strong style="max-width: 100%;box-sizing: border-box !important;overflow-wrap: break-word !important;"><span style="max-width: 100%;color: rgb(127, 127, 127);font-size: 11px;box-sizing: border-box !important;overflow-wrap: break-word !important;">加群主微信 </span></strong><strong style="max-width: 100%;box-sizing: border-box !important;overflow-wrap: break-word !important;"><span style="max-width: 100%;color: rgb(149, 55, 52);font-size: 11px;box-sizing: border-box !important;overflow-wrap: break-word !important;">shanying916</span></strong><strong style="max-width: 100%;box-sizing: border-box !important;overflow-wrap: break-word !important;"><span style="max-width: 100%;color: rgb(127, 127, 127);box-sizing: border-box !important;overflow-wrap: break-word !important;"><span style="max-width: 100%;font-size: 11px;box-sizing: border-box !important;overflow-wrap: break-word !important;"> </span><span style="max-width: 100%;font-size: 12px;box-sizing: border-box !important;overflow-wrap: break-word !important;">与更多行业从业人员互动交流</span></span></strong></p><p style="max-width: 100%;min-height: 1em;letter-spacing: 0.544px;white-space: normal;background-color: rgb(255, 255, 255);text-align: center;box-sizing: border-box !important;overflow-wrap: break-word !important;"><strong style="max-width: 100%;box-sizing: border-box !important;overflow-wrap: break-word !important;"><span style="max-width: 100%;color: rgb(127, 127, 127);box-sizing: border-box !important;overflow-wrap: break-word !important;"><span style="max-width: 100%;font-size: 12px;box-sizing: border-box !important;overflow-wrap: break-word !important;"><img class="" data-ratio="1.0136054421768708" data-s="300,640" data-type="jpeg" data-w="147" width="auto" src="http://mmbiz.qpic.cn/mmbiz/A1DicCH9Vl6MoypciaNOibiaxmVLk8eA6ibKL14uWjKsZwrWboQYKTfXqPicXycwL1icfia1pAG0VzlTX3MRR4FPV0ZtZA/640?" style="box-sizing: border-box 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