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Laba shirkadood oo hormuud ka ah soosaarayaasha endoscope-ka dabacsan ee caafimaadka gudaha: Sonoscape VS Aohua

Dhinaca endoscopes-ka caafimaadka gudaha, labadaba dabacsanaanta iyo endoscopes-ka adag ayaa muddo dheer gacanta ku haysay alaabada la soo dhoofiyo. Si kastaba ha noqotee, iyada oo kor u kaca joogtada ah ee tayada gudaha iyo horumarinta degdega ah ee beddelka soo dejinta, Sonoscape iyo Aohua waxay u taagan yihiin shirkado wakiil ah oo ku jira endoscopes dabacsan.

Suuqa endoscope-ka caafimaadka waxaa wali u badan soo dejinta 

Guud ahaan heerka farsamada iyo habka warshadaynta ee warshadaha endoscope caafimaadka ee Shiinaha ayaa muddo dheer ka dambeeya kuwa dalalka horumaray, laakiin shirkado badan ayaa horumar weyn ka sameeyey in qaar ka mid ah qaybaha-hoosaadka, si tartiib tartiib ah ula qabsadaan la soo dhoofiyo bartamihii-ilaa-dhamaadka-sare alaabta ee tilmaamayaasha waxqabadka asaasiga ah sida caddaynta sawirka iyo dhalmada midabka. Sannadkii 2017, heerka deegaan ee warshadaha endoscope-ka caafimaadka ee Shiinaha ayaa ahaa 3.6% oo keliya, taas oo korodhay ilaa 6.9% 2021, waxaana la filayaa inay gaadho 35.2% 2030ka.

Heerka guriga ee endoscopes caafimaad ee Shiinaha(Soo dejinta & Gudaha)

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Endoscope adag: Sannadka 2022, cabbirka suuqa ee suuqa endoscope-ka adag ee Shiinaha waa qiyaastii 9.6 bilyan yuan, iyo noocyada la soo dhoofiyo sida Karl Storz, Olympus, Stryker, iyo summada Wolf ayaa wadar ahaan dhan 73.4% saamiga suuqa. Noocyada gudaha ayaa bilaabay goor dambe, laakiin shirkadaha gudaha ee ay matasho Mindray ayaa si degdeg ah u kacay, iyaga oo xisaabinaya ilaa 20% saamiga suuqa.

Flexibe Endoscope: Sannadka 2022, cabbirka suuqa ee suuqa endoscope-ka dabacsan ee Shiinaha wuxuu ku dhow yahay 7.6 bilyan yuan, summada la soo dhoofiyo ee Olympus ayaa ah tan kaliya, taasoo ka dhigan 60.40% saamiga suuqa gudaha, Fuji oo Japan ah ayaa kaalinta labaad ku jira saamiga 14%. Shirkadaha gudaha oo ay matalaanSonoscapeiyo Aohua waxay jebisay keli-taliska tignoolajiyada shisheeye oo si degdeg ah u kacay. 2022, Sonoscape ayaa kaalinta koowaad kaga jirta Shiinaha iyada oo saami dhan 9% iyo saddexaad ka gashay suuqa; Aohua ayaa kaalinta 2-aad ka gashay dalka Shiinaha iyada oo saami dhan 5.16% iyo shanaad ka gashay suuqa.

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Matrix Product

 

Aohua waxay diiradda saartaa endoscopes dabacsanaan caafimaad iyo agabka durugsan. Alaabooyinkeeda ayaa si weyn loogu isticmaalaa waaxaha kiliinikada sida gastroenterology, daawada neefsashada, otolaryngology, gynecology, iyo daawada degdega ah.

Shirkaddu waxay dejisay afar khadadka wax soo saarka, oo ay ku jiraan ultrasound, endoscopy, qalliinka ugu yar ee qalliinka, iyo faragelinta wadnaha. Habka horumarinta ee khadadka alaabta badan ayaa markii hore la sameeyay. Waxaa ka mid ah, ganacsiga endoscopy-ga wuxuu noqday mid ka mid ah qaybaha ganacsiga ee ugu muhiimsan ee shirkadu sidoo kale waa isha ugu weyn ee shirkadda. Ganacsiga endoscopy-ga shirkadu waxa uu inta badan ku salaysan yahay endoscopes dabacsan, waxa kale oo ay ku lug leedahay isticmaalka durugsan ee endoscopy iyo endoscopes adag.

Qaabaynta badeecada Endoscope dabacsan ee shirkad kasta

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Sonoscape iyo Aohua labaduba waxay sameeyeen qaab-wax-soo-saar dhamaystiran oo ku saabsan goobaha jilicsan ee jilicsan, iyo nidaamkooda wax soo saarkoodu waxay ku dhow yihiin kan Olympus, hogaamiyaha caalamiga ah ee endoscopes dabacsan.

Badeecada calanka Aohua AQ-300 waxa ay ku sugan tahay suuqa dhamaadka-sare, AQ-200 oo leh waxqabad dheeli tiran iyo qiimihiisu waxa loogu talagalay suuqa dhexe ee dhexe, iyo badeecadaha aasaasiga ah sida AQ-120 iyo AQ-100 ayaa ku haboon suuqa hoose.

Alaabta endoscope-ka dabacsan ee Sonoscape HD-580 waxay ku taal suuqa-dhamaadka sare, iyo wax soo saarka guud ee hadda iibka ah waa HD-550, kaas oo ku yaal meel dhexe. Waxay leedahay kayd badeecooyin qani ah suuqyada hoose iyo kuwa dhexe.

Isbarbardhigga waxqabadka ee dhexda iyo dhamaadka-dhamaadka endoscopy

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Sonoscape iyo Aohua's wax soo saarka endoscope-dhamaadka sare waxay mar hore la qabsadeen noocyada hormuudka ah ee caalamiga ah dhinacyo badan oo waxqabadka ah. Inkasta oo wax soo saarka sare ee labadooda lagu soo bandhigay suuqa muddo gaaban, waxay si xawli ah ugu socdaan suuqa-dhamaadka sare iyagoo ku tiirsan waxqabadka tayada sare leh iyo waxqabadka qiimaha sarreeya.

Waqtigan xaadirka ah, suuqa gudaha ee Aohua iyo Sonoscape ayaa inta badan ku yaal isbitaallada sare iyo kuwa hoose. Isla mar ahaantaana, iyaga oo ku tiirsan soo saarista alaabada heerka sare ah, waxay si dhakhso ah u qabsadeen suuqa ugu sarreeya ee ka sarreeya heerka jaamacadeed sannadihii u dambeeyay, wax soo saarkoodana si weyn ayuu suuqu u aqoonsaday. Waxaa ka mid ah, Sonoscape endoscopes waxay galeen in ka badan 400 cosbitaal jaamacadeed marka la gaaro 2023; Aohua waxay ku tiirsanayd horumarinta AQ-300 4K ultra-high-definition endoscope system ee 2024, oo lagu rakibay (ay ku jiraan dalabyada ku guulaysta) 116 cosbitaal jaamacadeed sanadkaas (73 iyo 23 cosbitaal jaamacadeed ayaa lagu rakibay 2023 iyo 2022 siday u kala horreeyaan).

Dakhliga shaqada

Sanadihii la soo dhaafay, waxqabadka Sonoscape iyo Aohua ayaa si degdeg ah u korayay, gaar ahaan ganacsiyada la xiriira endoscopy. In kasta oo ay jiri doonaan isbeddello sannadka 2024 ay sabab u tahay saamaynta siyaasadaha warshadaha, hirgelinta siyaasadaha cusboonaysiinta qalabka ee xiga waxay sii wadi doontaa soo kabashada baahida suuqa.

Dakhliga endoscopy ee Aohua wuxuu ka kordhay 160 milyan yuan 2018 ilaa 750 milyan yuan sanadka 2024. 2020, saamaynta cudurka faafa awgeed, dakhliga sanadka ayaa hoos u dhacay 11.6%. Tan iyo markii la siidaayay alaabada dhamaadka-sare ee 2023, kobaca wax qabadku wuu sii sii dardargeliyay. 2024, heerka kobaca ayaa hoos u dhacay sababtoo ah saameynta siyaasadaha la xiriira qalabka caafimaadka gudaha.

Sonoscape Medical ee dakhliga dhamaystiran ayaa kordhay 1.23 bilyan yuan ee 2018 ilaa 2.014 bilyan yuan ee 2024. iyaga ka mid ah, dakhliga ganacsiyada la xidhiidha endoscopy ayaa kordhay 150 milyan yuan ee 2018 ilaa 800 million yuan ee 2024. Xitaa iyada oo ay saameyn ku leedahay 20 ee hoos u dhaca faafitaanka. siyaasadaha la xidhiidha qalabka caafimaadka ee 2024, ganacsiga la xidhiidha endoscopy ayaa waxoogaa hoos u dhacay.

Marka la eego dakhliga guud ee shirkadda, wadarta guud ee ganacsiga Sonoscape aad ayuu uga sarreeyaa kan Aohua, laakiin heerka kobaca ayaa wax yar ka hooseeya kan Aohua. Ganacsiga endoscopy-ga, ganacsiga la xidhiidha endoscopy-ga ee Sonoscape ayaa wali waxyar ka weyn kan Aohua. 2024, Sonoscape iyo Aohua dakhliyada ganacsi ee la xidhiidha endoscopy waxay noqon doonaan 800 milyan iyo 750 milyan siday u kala horreeyaan; Marka la eego heerka kobaca, ganacsiga endoscopy-ga ee Sonoscape ayaa si ka dhakhso badan Aohua uga koray ka hor 2022, laakiin tan iyo 2023, sababtoo ah korodhka mugga wax soo saarka sare ee Aohua, heerka kobaca Aohua ayaa dhaaftay heerka kobaca ganacsiga ee endoscopy ee Sonoscape.

Isbarbardhigga dakhliga hawlgalka ee Aohua iyo Sonoscape

(100 milyan yuan)

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Suuqa endoscope daawaynta gudaha waxaa u badan summadaha la soo dejiyay. Soosaarayaasha gudaha oo ay matalaan Sonoscape iyo Aohua ayaa si degdeg ah u koraya oo si tartiib tartiib ah u bedelaya soo dejinta. Ganacsiga guduhu waa goobta ganacsiga ugu muhiimsan ee Sonoscape iyo Aohua. Sannadka 2024, ganacsiga gudeedku wuxuu xisaabiyaa 51.83% iyo 78.43% mugga ganacsi ee Sonoscape iyo Aohua siday u kala horreeyaan. Isla mar ahaantaana, shirkadaha hormuudka ka ah gudaha ee ay matalaan Sonoscape iyo Aohua waxay si firfircoon u daad gureynayaan suuqyada dibadda, iyo mugga ganacsiga ee endoscopes caafimaadka gudaha ee suuqa caalamiga ah ayaa sii kordhaya.

Ganacsiga endoscope ee caalamiga ah ee Aohua wuu sii socdaa, laga bilaabo 100 milyan yuan sanadka 2020 ilaa 160 milyan yuan sanadka 2024, laakiin saamigeeda ganacsi ee caalamiga ah ayaa hoos uga dhacay 36.8% 2020 ilaa 21.6% 2024.

Ganacsiga caafimaad ee Sonoscape wuxuu ka kooban yahay waaxyo badan, iyo qaab dhismeedka gudaha iyo dibadda ee meheradda endoscope si gaar ah looma shaacin. Guud ahaan mugga ganacsiga caalamiga ah ee shirkadda ayaa koraya, laga bilaabo 500 milyan yuan sanadka 2020 ilaa 970 milyan yuan sanadka 2024, saamiga ganacsiga caalamiga ah waa mid xasiloon, inta u dhaxaysa 43% iyo 48%.

Isbarbardhigga ganacsiga caalamiga ah ee ay fureen Aohua iyo Sonoscape

(100 milyan yuan)

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Qaybta ganacsiga caalamiga ah ee ay fureen Aohua iyo Sonoscape

Heerka faa'iidada

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Maaddaama ay yihiin labada shirkadood ee hormuudka ka ah caafimaadka gudaha ee dabacsanaanta endoscopes, Aohua iyo Sonoscape waxay ilaashadeen xad macaash guud oo aad u sarreeya iyaga oo wata agabkooda tayada sare leh iyo awoodahooda ganacsi. Xadka faa'iidada guud ee Aohua ayaa si tartiib tartiib ah uga kordhay 67.4% 2020 ilaa 73.8% 2023, laakiin waxay hoos ugu dhici doontaa 68.2% 2024; Xadka faa'iidada guud ee Sonoscape ayaa si tartiib tartiib ah uga kordhay 66.5% 2020 ilaa 69.4% 2023, laakiin waxay hoos ugu dhici doontaa 63.8% 2024; Guud ahaan faa'iidada guud ee Sonoscape ayaa waxyar ka hooseysa ta Aohua, laakiin waxaa ugu wacan kala duwanaanshaha qaab dhismeedka ganacsiga. Iyadoo la tixgelinayo kaliya ganacsiga endoscopy-ga, Sonoscape faa'iidada guud ee faa'iidada ayaa kor u kacday 65.5% 2020 ilaa 74.4% 2023, laakiin waxay hoos ugu dhici doontaa 66.6% 2024. Faa'iidada guud ee faa'iidada guud ee labada ganacsi ee endoscopy waa isbarbardhig.

Isbarbardhigga faa'iidada guud ee u dhaxaysa Aohua iyo Sonoscape

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Maalgelinta R&D

Aohua iyo Sonoscape labaduba waxay ku lifaaqaan muhiimad weyn cilmi baarista iyo horumarinta alaabta. Qiimaha Kharashka R&D ee Aohua wuxuu ka kordhay 11.7% 2017 ilaa 21.8% 2024. Qiimaha kharashka R&D ee Sonoscape wuxuu ahaa inta u dhaxaysa 18% iyo 20% sanadihii la soo dhaafay, laakiin 2024, maalgashiga R&D ayaa sii kordhay, isagoo gaadhay 23.5%.

Isbarbardhigga kharashka R&D ee u dhexeeya Aohua iyo Sonoscape (million yuan)

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Isbarbardhigga maalgashiga shaqaalaha R&D ee u dhexeeya Aohua iyo Sonoscape

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Aohua iyo Sonoscape labaduba waxay muhiimad weyn siinayaan maalgashiga R&D ee shaqada. Sannadihii ugu dambeeyay, qoondaynta shaqaalaha R&D ee Kaiili waxay ahayd mid deggan 24% -27% tirada guud ee shaqaalaha, halka qoondaynta shaqaalaha R&D ee Aohua ay xasilloon tahay 18% -24% tirada guud ee shaqaalaha.

Anaga, Jiangxi Zhuoruihua Medical Instrument Co., Ltd., waa soo saaraha Shiinaha oo ku takhasusay isticmaalka endoscopic, sidaxoog ka-qaadista, hemoclip, buro dabin, irbadda sclerotherapy, tuubada buufin, burushka cytology, guidewire, dambiilaha soo celinta dhagaxa, tuubada dheecaanka biliary sanka,galitaanka kaadi mareenkaiyogalka marinka kaadi mareenka oo leh nuugidiwm oo si weyn loogu isticmaaloEMR, ESD, ERCP. Badeecadahayagu waa shahaado CE, dhirtayaduna waa ISO shahaado. Alaabadayada waxaa loo dhoofiyay Yurub, Waqooyiga Ameerika, Bariga Dhexe iyo qayb ka mid ah Aasiya, waxayna si ballaaran u helaan macaamiisha aqoonsiga iyo ammaanta!

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Waqtiga boostada: Jul-14-2025