Allgens(SH:688613) Cai Jing Wang·2025-08-28 02:09Core Viewpoint - The Ministry of Industry and Information Technology and the National Medical Products Administration have announced the second batch of selected units for the innovative task of biomedical materials, with Aojing Medical (688613.SH) leading the "degradable semi-hydrated calcium sulfate" project team, highlighting the company's role in addressing the domestic challenges in high-end bone repair materials [1][2]. Industry Overview - Biomedical materials are referred to as the "chips of medical devices" and are crucial for the localization of high-end medical equipment. Currently, over 60% of the high-end bone repair materials market in China is dominated by imported products, leading to high costs and clinical standard monopolization by foreign companies [1][2]. - The degradable semi-hydrated calcium sulfate is a revolutionary material in bone defect repair, offering advantages such as good biocompatibility, self-curing properties, and adaptability to complex bone defects. However, the core technical challenge lies in maintaining a dynamic balance between degradation and bone regeneration [1][3]. Company Insights - Aojing Medical is recognized as a leading enterprise in the field of mineralized collagen bone repair materials, with a strong commitment to long-term R&D investment and a multidisciplinary research team. The company has accumulated significant technical reserves in key areas such as high-end regenerative medical materials and advanced manufacturing processes [2][3]. - The successful selection in the "revealing the list" initiative signifies Aojing Medical's leadership in the domestic high-end bone repair materials sector. The company aims to collaborate with universities and hospitals to tackle key technical challenges and streamline clinical standard development, thereby enhancing its integrated industry chain from material research to clinical application [3][4]. Market Potential - Under the guidance of the "Healthy China 2030" strategy, the biomedical materials industry is entering a golden development period. According to Frost & Sullivan, the market size for bone repair materials in China is expected to exceed 35 billion yuan by 2030, with the localization rate likely surpassing 70%. The proportion of degradable materials is projected to increase from the current 15% to 40% [3].