哪类超声影像厂家更受市场及资本的认可？

admin · 发表于 2020-10-14 16:25:07

                  <section><section><p><p><img src="image/20201014/86b79d371e9862b01189f0252a03b2cd_1.png" /></p></p></section><section><section><span><strong></strong></span></section><p><span>医疗器械第一新媒体</span></p><p><span>分享最专业的医疗器械知识</span></p></section><section><section><section>关注</section></section></section></section><section><section><section><section data-width="97%"><section><section data-width="96%"><p><img src="image/20201014/26e679dee25cc9bb17964a41fa128fdb_2.jpg" /></p></section></section><section><section><p><span>"GE智服务"系列方案全新亮相</span><br  /></p></section></section><section data-width="100%"><section><section><p>点击查看</p></section></section></section><section><p><img src="image/20201014/7a475f3bb274f92efe0029aa482c5c8a_3.jpg" /></p></section><section><section><p><img src="image/20201014/1d4891ff5d047b0d8415166c401992c3_4.png" /></p></section></section></section></section></section></section><p><br  /></p><section powered-by="gulangu"><section><p><p><img src="image/20201014/9f76250516160134e3a8f7746a89ee93_5.jpg" /></p></p></section></section><section powered-by="gulangu"><section><section><section powered-by="gulangu"><section><p><p><img src="image/20201014/fa2cc22c801086d69b254afc704e3ab8_6.png" /></p></p></section></section></section><section><section powered-by="gulangu"><section><p><p><img src="image/20201014/58e83dac028935387270973a9a0f3514_7.png" /></p></p></section></section></section></section></section><section powered-by="gulangu"><section><section><p><span>（图片来源：迈瑞医疗）</span><br  /></p><p><br  /></p></section></section></section><section powered-by="gulangu"><section><p><p><img src="image/20201014/0024af51c1d951a5aca2a0d6a100c6c3_8.jpg" /></p></p></section></section><section powered-by="gulangu"><section><section><section powered-by="gulangu"><section><p><p><img src="image/20201014/d2f7e19426dc955198859a1a36fb5e14_9.jpg" /></p></p></section></section></section><section><section powered-by="gulangu"><section><p><p><img src="image/20201014/94ef557f17444bcc75aada5fcae1f754_10.jpg" /></p></p></section></section></section></section></section><section powered-by="gulangu"><section><section><p>  <br  /></p></section></section></section><section powered-by="gulangu"><section><section><p><br  /></p></section></section></section><section powered-by="gulangu"><section><p><p><img src="image/20201014/706a6e13ba2ff6b7aaa0f44323befa0d_11.jpg" /></p></p></section></section><section powered-by="gulangu"><section><section><section powered-by="gulangu"><section><p><p><img src="image/20201014/f451f7c95a66ce0221af25e850069066_12.png" /></p></p></section></section></section></section></section><section powered-by="gulangu"><section><p><p><img src="image/20201014/0b8ea93beafbe6cb422ae3358ec285cc_13.jpg" /></p></p></section></section><section powered-by="gulangu"><section><section><section powered-by="gulangu"><section><p><p><img src="image/20201014/1826f6c1bb1400760a110f091d7dff8f_14.jpg" /></p></p></section></section></section></section></section><section powered-by="gulangu"><section><p><p><img src="image/20201014/db98c839041c2efdf3b6d12276fb45ee_15.jpg" /></p></p></section></section><section powered-by="gulangu"><section><section><section powered-by="gulangu"><section><p><p><img src="image/20201014/34a79436a806b2d4f065fa184dcb1951_16.jpg" /></p></p></section></section></section></section></section><section powered-by="gulangu"><section><p><p><img src="image/20201014/0acd9926be2b163ef431722683293b76_17.jpg" /></p></p></section></section><section powered-by="gulangu"><section><p><p><img src="image/20201014/4217ebe64661ad2c44cdccc12226d1ac_18.jpg" /></p></p></section></section><section powered-by="gulangu"><section><section><p>第一阶段</p><p><br  /></p><p>黑白超时代，从20世纪80年代，延续了 20 年的时间，逐渐从模拟机发展到数字机，大约在2000年第一台数字超声上市，标志着行业进入全新的发展阶段。自此开始黑白超逐步普及，深入各级医院，成为临床常用诊断仪器之一。1983年汕头超声研制出了CTS-18型，被誉为“中华B超”。</p><p><br  /></p><p>第二阶段</p><p><br  /></p><p>彩超时代，在二维图像的基础上加上了血流成像。最早日企大约在 1985 年进入中国，维持了长达20年的垄断地位。国产彩超开始崛起，合资成风，尽管合资的结果最终都不尽如人意，但是也为整个行业培养了大量人才。一些OEM 厂家开始出现，行业蓬勃发展，国产品牌逐步增多。 </p><p><br  /></p><p>第三阶段</p><p><br  /></p><p>功能诊断和应用拓展的时代，也是目前超声的发展阶段。从传统的形态学诊断发展到功能诊断，如弹性成像、单点追踪、造影成像等，同时超声影像不单作为诊断工具，也逐渐在麻醉、手术、介入等领域得到广泛应用。<br  /></p><p><br  /></p></section></section></section><section powered-by="gulangu"><section><p><p><img src="image/20201014/9a3b59dd414856df5592ee91d2ebc4de_19.jpg" /></p></p></section></section><section powered-by="gulangu"><section><section><p><span>（资料来源：）</span></p><p><br  /></p></section></section></section><section powered-by="gulangu"><section><p><p><img src="image/20201014/b86826af921e1001e7b142333afa16a6_20.jpg" /></p></p></section></section><section powered-by="gulangu"><section><section><p><br  /></p></section></section></section><section powered-by="gulangu"><section><p><p><img src="image/20201014/f02e63efb310b8c70ed5e797604e3fc5_21.jpg" /></p></p></section></section><section powered-by="gulangu"><section><section><p><span>2013-2019 年全球医用超声诊断设备市场规模（亿美元）</span></p><p><span>资料来源：IHS </span> </p><p><br  /></p></section></section></section><section powered-by="gulangu"><section><p><p><img src="image/20201014/7f22f541f37fc3f6b2a789e2cab9faf4_22.jpg" /></p></p></section></section><section powered-by="gulangu"><section><section><p><span>2013-2019 年中国医用超声诊断设备市场规模（亿元）</span></p><p><span>资料来源：IHS   </span></p></section></section></section><section powered-by="gulangu"><section><section><p><br  /></p></section></section></section><section powered-by="gulangu"><section><p><p><img src="image/20201014/830123fe936c492e909179341c682486_23.png" /></p></p></section></section><section powered-by="gulangu"><section><section><p><span>2014-2015年全球超声竞争格局</span></p><p><span>资料来源：InMedica</span></p><p><br  /></p></section></section></section><section powered-by="gulangu"><p><p><img src="image/20201014/a73df48ca9a7f28ff6862af9efc26147_24.png" /></p></p></section><section powered-by="gulangu"><section><section><p><span>2016年我国超声影像类设备厂商市场占有率</span></p><p><span>资料来源：开立医疗投资者交流材料</span></p></section></section></section><section powered-by="gulangu"><section><section><p><br  /></p></section></section></section><section powered-by="gulangu"><section><p><p><img src="image/20201014/fbead47d4ea49651e200b1283255eadf_25.jpg" /></p></p></section></section><section powered-by="gulangu"><section><section><p><br  /></p></section></section></section><section powered-by="gulangu"><section><p><p><img src="image/20201014/d85fab96689faa45425db152658bc9cf_26.jpg" /></p></p></section></section><section powered-by="gulangu"><section><section><p><span>资料来源：天风证券</span></p><p><br  /></p><p>国产超声品牌凭借性价比、快速服务等优势，从低端起逐步抢占进口的市场份额，相同档次的超声仪，国产品牌的价格要比进口品牌至少低30%。目前，国产优秀品牌如迈瑞、开立等均推出中高端超声仪，可以满足临床上大部分常规检测需求，在中端市场具有竞争力。</p><p><br  /></p><p>国产超声仪进口替代主战场是高等级医院和低等级医院。未来国产品牌还将继续抢占进口市场份额，进口品牌未来能保留高端的和特定超声检测的市场份额，满足医生科研和临床特定的需求，其他的市场份额将逐步被领先的国产品牌取代。</p><p><br  /></p></section></section></section><section powered-by="gulangu"><section><p><p><img src="image/20201014/e271e82e5e4a76db5bd333fdd7ff2f1d_27.jpg" /></p></p></section></section><section powered-by="gulangu"><section><section><p><br  /></p><p>第一梯队：GE、PHILIPS、SIEMENS</p><p><br  /></p><p>第二梯队：HITACHI-ALOKA、TOSHIBA、Samsung Medison、 Mindray、Esaote、 Sonoscape、Sonosite</p><p><br  /></p><p>第三梯队：汕超、祥生、飞依诺、索诺星、华声、恩普、东软、理邦、蓝韵等</p><p><br  /></p></section></section></section><section powered-by="gulangu"><section><p><p><img src="image/20201014/3ef7497dcb29248e748857051db9f546_28.jpg" /></p></p></section></section><section powered-by="gulangu"><section><section><p><br  /></p><p>医疗影像设备被列为《“十三五”卫生与健康科技创新专项规划》（多部委联合发文）、科技部《“十三五”医疗器械科技创新专项规划》和发改委《增强制造业核心竞争力三年行动计划（2018-2020）》重点支持项目；</p><p><br  /></p><p>卫计委2016年5月印发《县医院医疗服务能力基本标准和推荐标准》，要求县级医院配置CT、MRI、DSA和多种不同类型的DR设备和超声影像设备;</p><p><br  /></p><p>2016-2017年“数字诊疗装备研发”国家重点研发计划。</p><p><br  /></p></section></section></section><section powered-by="gulangu"><section><p><p><img src="image/20201014/4d134ca8007886a62cd206e92d7956d9_29.jpg" /></p></p></section></section><section powered-by="gulangu"><section><section><p><br  /></p><p><strong><span>高等级医院需求</span></strong></p><p><br  /></p><p>在老龄化加深、疾病发病率提升等趋势下，对于超声影像诊断的刚性需求不断加大，同时医生对影像检查结果越来越依赖，大型医院市场对高性能、高临床针对性的超声影像设备的需求在不断增长；</p><p><br  /></p><p><strong><span>基层医疗需求释放</span></strong></p><p><br  /></p><p>随着医改的深入，基层医疗体系逐渐完善，基层医疗需求随之释放，而超声影像设备作为常规诊断设备正迎来县级以下医院的普及和升级，国产设备可以利用高性价比及渠道优势迅速占领基层市场；</p><p><br  /></p><p><strong><span>临床科室应用普及</span></strong></p><p><br  /></p><p>除了以往在妇产科，心脏科和体检上的应用，超声技术与临床医学的紧密结合带动了超声影像设备在临床应用的延伸和细分化，比如精准麻醉、超声引导穿刺、超声引导微创手术等新的应用领域进一步增加了超声设备的市场需求，具有更强临床针对性的超声影像设备产品更能满足市场的多元化需求。</p><p><br  /></p><p><strong><span>海外市场拓展</span></strong></p><p><br  /></p><p>根据维斯马医疗器械研究中心对海关进出口数据统计：2016年中国共向160个国家和地区出口彩超整机和配件，出口额5.13亿美元，2016年出口总额同比2015年增长4.76%，出口亚洲44.49%、北美洲25.26%、欧洲20.12%、南美洲6.38%，非洲3.28%、大洋洲0.47%。</p><p><br  /></p><p>从海关数据中可以看出，欧美出口占比42.68%，表明中国超声影像设备在国际市场已经得到认可。迈瑞，开立，理邦等企业的超声影像外销占比均超过40%，可与IVD行业公司进行对比。</p><p><br  /></p></section></section></section><section powered-by="gulangu"><section><p><p><img src="image/20201014/71274018175e50fca49a2cb7e3cfe06c_30.jpg" /></p></p></section></section><section powered-by="gulangu"><section><section><p><br  /></p><p>国产厂家主要是在中低端市场，由于技术上的差距，在高端产品上竞争力不强。</p><p><br  /></p><p>越来越多玩家进入，竞争日趋激烈。<br  /></p><p><br  /></p><p>例如近两年威高，乐普，康达洲际，万东（收购百胜）纷纷布局超声影像行业。</p><p><br  /></p></section></section></section><section powered-by="gulangu"><section><p><p><img src="image/20201014/1611db451c3840bfe5ebf05fa767e8f6_31.jpg" /></p></p></section></section><section powered-by="gulangu"><section><section><p><br  /></p><p>超声影像行业市场容量大，契合分级诊疗政策，在医学影像各细分领域中增速较快，国产进口替代趋势明显，同时国内优秀企业产品在国际市场逐步得到认可，建议进行布局。</p><p><br  /></p><p>从营收，技术水平，产品线，渠道各方面综合判断，建议重点关注在<strong>关键技术和部件上取得突破的企业。</strong></p><p><br  /></p><p>国内外医用超声影像企业的并购整合仍将继续，挖掘其中蕴含的机会；医用超声企业的多元化需求。<br  /></p><p>     </p><p>每次技术变迁带来的弯道超车机会。</p><p><br  /></p><p>从模拟信号到数字信号；从黑白超到彩超；新功能和应用，妇产方面（3D/4D），心脏方面（4D），全身应用（剪切波成像），造影成像，血管内超声… </p><p><br  /></p><p>下一次技术变迁?  AI辅助诊断，微型超声的普及……</p></section></section></section><p><br  /></p><p><strong><span>来源：高特佳投资</span></strong><br  /></p><p><strong><span></span></strong></p><section data-id="1658"><section><section><section data-id="1658"><section><section><section data-id="1658"><section><section><section data-id="1658"><section><section><p><span><strong>相关阅读</strong></span></p></section><p><p><img src="image/20201014/ec237188ae1e9c03eb4d9814f31b18ab_32.gif" /></p></p><p><span></span></p><p><span></span></p><p><span>“买”来的江山——超声影像“巨头”们的并购成长史！</span></p><p><br  /></p><p><span>“女娲”降生！——迈瑞发布智能高端妇产超声Resona 8</span></p><p><br  /></p><p><span>风云诡谲，硝烟再起——浅析国内超声现状</span></p><p><br  /></p><p><span>中外超声之争：自主创新和市场选择决定行业地位</span></p><p><br  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