成绩单：国内医疗器械企业60强出炉！

admin · 发表于 2020-10-14 12:24:25

                  <section data-role="paragraph" data-color="rgb(182, 228, 253)" data-custom="rgb(182, 228, 253)"><section><section><section><section powered-by="gulangu"><section><section><section><section powered-by="gulangu"><section><section><section><section powered-by="gulangu"><section><section><section><section powered-by="gulangu"><section><section><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 powered-by="gulangu"><p><br  /></p><section><section><section><section><section><section><p><span>最新统计显示，国内上市企业年报已全部公布。2020年已经过去三分之一，受疫情影响，医疗行业风雨琳琅，解锁未来最好的钥匙是回顾数据，总结经验。</span></p></section></section></section></section></section></section><p><br  /></p><p><span><strong><span>总营收1080亿</span></strong></span></p><section><section><section><section><section><section><br  /></section></section></section></section></section></section><p><span>“田家少闲月，五月人倍忙”，2020年的5月，医械人紧绷的弦或许可以稍微松一松，</span><span>面对短期需求暴增导致的困难，2月-4月医疗器械行业似乎格外辛苦</span><span>。</span></p><p><br  /></p><p><span>正如迈瑞李西廷在年报的卷首写到的，这次疫情对于中国乃至全球来说是一次大考，考验了我们的重大疫情防控体制机制，考验了医疗企业，更考验了人性的抉择。<br  /></span></p><p><br  /></p><p><span>疫情或许会为国内的医疗器械行业开启一个特殊的“黄金十年”</span><span>。而过去的2019 年，行业正如所有人预见的一样，行业继续呈现平稳快速的增长态势。<br  /></span></p><p><br  /></p><p><span>截至2020年4月末，已经有59家医疗器械A股上市企业发布了2019年度业绩，另外有8家企业暂未发布年度报告，其中振德医疗暂时只发布了业绩预告，其他7家暂无动向，以上8家企业暂不纳入本次统计范围。</span></p><p><br  /></p><p><span>据Wind数据显示，已披露年报的59家医疗器械上市公司创造营业收入合计1080亿元</span><span>，同比增长13.98%，创造净利润达到了157.74亿元，同比增长10.57%。</span></p><section><section><section><section><section><br  /></section><section><span><strong><span>前十占总量57%</span></strong></span><section><br  /></section></section></section></section></section></section><p><br  /></p><p><span><span>统计显示，2019年59家上市公司超过七成企业业绩报喜，净利润同比上涨。</span><span>头部企业营收净利占比过半。</span></span></p><p><br  /></p><p><span><span>营收前十名医疗器械企业2019年收入达到612.69亿元，</span><span>占59家A股医疗器械企业总营收的56.73%；</span><span>净利润达到100亿元，占59家企业比重达到63.4%。</span></span></p><p><br  /></p><p><br  /></p><section powered-by="gulangu"><p><span>图表1 A股医疗器械上市公司营收净利情况</span></p></section><section powered-by="gulangu"><section><p><img src="image/20201014/23a91c6073d37120e0ba60da6553063b_2.jpg" /></p></section><section><span>数据来源：Wind、众成医械研究院</span></section></section><p><span><strong><span><br  /></span></strong></span></p><p><span><strong><span>连续增长有55家</span></strong></span></p><p><br  /></p><p><span>从表单可见，连续两年净利润为正的医疗器械公司约55家，</span><span>占A股医疗器械公司总数超过九成</span><span>。这些公司2019年共实现营业收入1032.6亿元，同比增长14.6%；共实现净利润174.82亿元，同比增长24.3%。</span></p><p><br  /></p><p><span>头部企业营收净利占比过半</span><span>。营收前十名医疗器械企业2019年收入达到612.69亿元，占59家A股医疗器械企业总营收的56.73%；净利润达到100亿元，占59家企业比重达到63.4%。</span></p><p><br  /></p><section powered-by="gulangu"><section><p><span>图表2 A股医疗器械上市公司业绩情况</span></p></section></section><section powered-by="gulangu"><section><p><img src="image/20201014/862a7d254fb7c4b43e042366596180ae_3.png" /></p></section><section><span>数据来源：众成医械研究院</span></section></section><section powered-by="gulangu"><br  /></section><section powered-by="gulangu"><span><strong><span>部分企业研发数据猛增</span></strong></span></section><p><br  /></p><p><span>头部企业营收增速上升迅速，行业地位进一步提升。</span></p><p><br  /></p><p><span>从收入总量来看，营收前十名医疗器械企业2019年收入达到612.69亿元，较上年同期上升12.33%；</span></p><p><br  /></p><p><span>从收入增速来看，营收前十名医疗器械企业中有八家收入同比增速都高于行业平均增速，其中迈瑞医疗营收增速达到83.31%，</span><span>另外还有四家企业营收增速超过100%</span><span>。</span></p><p><br  /></p><p><span>根据Wind数据显示，59家医疗器械企业共有47家企业在年报中披露了研发投入情况，</span><span>2019年47家医疗器械企业的研发投入61.43亿元，较上年同比上升25.57%</span><span>。</span></p><p><br  /></p><p><span>在医疗器械行业研发重要性日益提升的背景下，A股医疗器械企业纷纷增加企业内部的研发投入，以提升对各项疾病的治疗能力，同时提升企业医疗器械产品的市场占有率。</span></p><p><br  /></p><p><span>从A股医疗器械企业的研发投入占比看，其研发投入占收入的比重维持在6.5%以上，总体呈现波动的变动趋势。</span></p><p><br  /></p><p><span>至2019年A股医疗器械企业研发投入占销售收入的比重为6.77%，预计新一轮研发投入的增强将会有积累性地促进企业竞争实力的提升。</span></p><p><br  /></p><section powered-by="gulangu"><p><span>图表3 A股医疗器械上市公司研发占收入比重</span></p></section><section powered-by="gulangu"><section><p><img src="image/20201014/6b2f8fbbe8fcc636ee70ebcece467642_4.png" /></p></section><section><span>数据来源：Wind、众成医械研究院</span></section><section><br  /></section><section><span><strong><span>部分企业研发数据猛增</span></strong></span></section><section><br  /></section><section><br  /></section></section><section powered-by="gulangu"><p><span>据纳入统计的59家A股上市企业资料显示，其中体外诊断板块企业有21家，医用医疗设备板块企业11家，家用医疗器械板块企业3家，</span><span>高值耗材板块企业12家，低值耗材板块企业7家，制药装备板块企业4家。</span></p></section><section powered-by="gulangu"><p><br  /></p></section><section powered-by="gulangu"><p><span>图表4 A股医疗器械上市公司板块分布情况</span></p></section><section powered-by="gulangu"><section><p><img src="image/20201014/7d0ac0941eb05698bbb182118e805b40_5.png" /></p></section><section><br  /></section></section><section powered-by="gulangu"><section><p><span>数据来源：众成医械研究院</span></p></section></section><section powered-by="gulangu"><p><br  /></p></section><section powered-by="gulangu"><p><span>体外诊断板块净利润出现负增长，制药装备板块净利润增速最快。</span></p><p><br  /></p><p><span>2019年体外诊断板块实现净利润35.07亿元，较上年下滑15.21%，是唯一一个净利润出现下滑的板块</span><span>，其余板块净利润均为正增长，其中制药装备板块净利润增速最快，达到了67.93%。</span></p><p><br  /></p><p><span>医用医疗设备、低值耗材和制药装备三大板块营收增速较低，但净利润增速较高。其中制药装备板块营收增速为18.58%，但净利润增速达到了67.93%；</span></p><p><br  /></p><p><span>低值耗材板块营收增速为21.99%，但净利润增速达到了58.62%；另外医用医疗设备板块营收增速为6.04%，净利润增速达到了22.65%。</span></p></section><section powered-by="gulangu"><p><br  /></p></section><section powered-by="gulangu"><p><span>图表5 A股医疗器械上市公司细分领域情况</span></p></section><section powered-by="gulangu"><section><p><img src="image/20201014/6098eee0d146c793c271cdc768371b98_6.jpg" /></p></section><section><span>数据来源：Wind、众成医械研究院</span></section></section><section powered-by="gulangu"><p><br  /></p><p><span>器械行业在面临疫情冲击后，明年的“成绩单”将会如何？我们拭目以待。</span></p></section><p><br  /></p></section><section data-role="outer" label="Powered by gulangu"><section data-role="paragraph" data-color="#757576"><section data-role="paragraph"><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-tools="gulangu" data-id="87578" data-color="#6aa9ad" 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