收藏！2020年神经介入器械行业研究报告

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                    <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><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><section data-role="paragraph"><section data-tplid="89781" data-tools="gulangu"><section data-tools="gulangu" data-id="95298"><section><section><section><span></span></section><section powered-by="gulangu"><section><section powered-by="gulangu"><section><section powered-by="gulangu"><p><br  /></p><p><span>来源：兴业证券</span></p><p><br  /></p><section data-ele="内容169"><section><section><section><section><p><span>导语</span></p></section></section><section><section><p><span>中国脑血管病患病人数持续上升，脑血管病致死比例超过20%，2020年国内神经介入支架系统需求量预计约3万套，市场规模约30亿元，长 期来看，预估中国神经介入市场空间在200亿元以上。神经介入作为治疗脑血管重症的新兴有效方法，相关耗材需求大，未来市场空间广阔。</span></p></section></section></section></section></section><p><br  /></p><p><span>中国神经介入领域起步晚，仍处于发展初期，医疗器械进口量达70%左右，进口替代、创新研发空间大，同时国际市场仍然有较快的规模 增长，随着技术水平的进步，国产神经介入耗材有望实现加速发展，逐渐加大对进口的替代。</span></p><p><span><br  /></span></p><p><span><strong><span>未来投资研发关注重点:</span></strong></span></p><p><span><strong><span>出血类-弹簧圈、支架</span></strong></span></p><p><span><br  /></span></p><p><span>1)国内颅内可电解脱弹簧圈、导管技术比较成熟，多家公司均有产品上市，如沛嘉医疗的jasper电解脱弹簧圈、泰杰伟业最新的水凝胶可膨 弹簧圈等，未来如支架辅助弹簧圈，球囊导引导管等组合模式是新兴发展方向，能够应对更复杂的适应症，达到更好的针对性与治疗效果;</span></p><p><span><br  /></span></p><p><span>2)密网支架(血流导向装置)是治疗动脉瘤革命性产品，主流产品美敦力Pipeline已经研发至第三代，目前国内产品只有上海微创的Tubridge， 泰杰伟业Nuva系统在研，未来随着技术发展，有望取代以填塞为主的传统动脉瘤治疗方法，使动脉瘤的治疗更加安全、可靠;</span></p><p><span><br  /></span></p><p><span>3)设计独特形态的支架对复杂的动脉瘤及分支形态有针对性的效果，如强生公司的Pulserider支架，给特殊支架研发提供了思路;</span></p><p><span><br  /></span></p><p><span>缺血类-取栓器械(取栓支架、抽吸导管)、扩张器械(球囊扩张导管、动脉支架)</span></p><p><span><br  /></span></p><p><span>1)取栓支架国内上市产品只有江苏尼科(键适)的Reco取栓装置，随着机械取栓手术量的逐渐增长，取栓支架市场需求释放，未来空间广阔;</span></p><p><span><br  /></span></p><p><span>2)使用抽吸导管的ADAPT技术取栓，目前暂无国产品牌。抽</span><span>吸取栓能够极大缩短取栓时间，一次取栓再通率高，市场发展潜力巨大;如何 平衡抽吸力与远端血管到达率是研发关注重点;</span></p><p><span><br  /></span></p><p><span>3)脑血管扩张器械中自膨式支架市场发展空间广大，是国产企业可关注的重要研发方向</span></p><p><span><br  /></span></p><p><span>4)目前，国产企业参考冠脉介入治疗器械的经验、技术，药物洗脱球囊成为研发的一个重点方向，是未来有望达到不借助支架解决血管狭窄 问题的新兴技术，通过扩张球囊达到均匀涂抹药物的目的。</span></p><p><span><br  /></span></p><p><span>神经介入领域国外头部企业有美敦力、史赛克、MicroVention、波士顿科学、强生等，目前在国内市场份额仍旧占到70%左右。</span></p><p><span><br  /></span></p><p><span>临床结果显示，国内产品如弹簧圈、密网支架等与进口产品有效率已无显著差异，且有良好术后随访证据，为神经介入出血类产品实行进 口替代提供有利条件，处于急速成长期。缺血类介入器械待发展空间大，是国产企业研发重点方向，目前市场中国产产品仍然较少，处于 起步期。</span></p><p><span><br  /></span></p><p><p><img src="image/20201014/56edd877f1aff738fdd63e94bccf6655_2.jpg" /></p></p><p><br  /></p><p><p><img src="image/20201014/f38a3175b808b8bd0b9d464415dc29f5_3.jpg" /></p></p><p><br  /></p><p><p><img src="image/20201014/447864647419928aacb768ecea61513a_4.jpg" /></p></p><p><br  /></p><p><p><img src="image/20201014/ffc79029d704543485368f340ab96806_5.jpg" /></p></p><p><br  /></p><p><p><img src="image/20201014/6cc9664e5d5a3e511084d9341588bd83_6.jpg" /></p></p><p><br  /></p><p><p><img src="image/20201014/c173ec913c113072d440f80c0c113504_7.jpg" /></p></p><p><br  /></p><p><p><img src="image/20201014/90a9e3d18fa02ad55ce0f4aeaf9793f9_8.jpg" /></p></p><p><br  /></p><p><p><img src="image/20201014/ad4c0ae3e8964b4695a4445eb140f19e_9.jpg" /></p></p><p><br  /></p><p><p><img src="image/20201014/a059296f675fc00143c7dd85d97692f6_10.jpg" /></p></p><p><br  /></p><p><p><img 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