谁有可能接盘GE医疗

Core Insights - GE Healthcare is reportedly considering selling stakes in its Chinese operations, with potential valuations reaching billions of dollars [1] - GE Healthcare (China) emphasizes its commitment to providing high-quality medical services in China, which is one of the largest healthcare markets globally [1] - The company has faced challenges due to slower procurement execution and competition from domestic firms like United Imaging Healthcare and Wandong Medical [1] Financial Performance - In the first half of 2025, GE Healthcare's revenue in China was 1.156 billion yuan, representing a year-on-year decline of 2%, accounting for about 10% of the company's total revenue [2] - GE Healthcare's management indicated that the era of 10% growth in the Chinese market is over, projecting future growth to remain in the single digits [2] Strategic Positioning - GE Healthcare has established production bases in several Chinese cities, including Wuxi, Tianjin, Beijing, Shanghai, and Chengdu, with the Beijing base becoming the largest imaging equipment manufacturing site globally [1] - Over 95% of the products sold by GE Healthcare in China are domestically produced, highlighting the company's commitment to local manufacturing [1] Market Dynamics - The potential sale of GE Healthcare's Chinese business raises questions about who might acquire these assets, indicating ongoing interest in the market [3]