J&J(US:JNJ) Zhong Guo Xin Wen Wang·2025-11-06 17:10Core Insights - Johnson & Johnson is deepening its localization strategy in China, focusing on end-to-end local capabilities and developing products based on local needs, aiming for "Made in China for the World" [1][2] - The ETHICON 4000 laparoscopic stapler was officially approved in China during the China International Import Expo, marking it as a "zero-time difference debut" and the "Asian debut" for Johnson & Johnson [1] - The HARMONIC® 7s ultrasonic scalpel is fully produced in China, showcasing successful localization efforts, with 100,000 units already produced at the Suzhou facility [1] Industry Outlook - China is becoming a crucial hub for global medical technology innovation, with the medical device market projected to reach $140 billion by 2030, accounting for 20% of the global market [2] - The combination of a large market size and increasing medical demands presents unprecedented growth potential for the industry [2] - Investments in digital infrastructure, such as 5G and AI, are expected to facilitate real-time validation and rapid implementation of new surgical innovations [2] - The recent "14th Five-Year Plan" emphasizes high-quality development and innovation, aligning with Johnson & Johnson's goals in China [2]