Zheng Quan Ri Bao Wang·2025-12-29 07:10Core Viewpoint - The in vitro diagnostic (IVD) sector is experiencing significant growth, with a notable increase in stock performance among key companies in the industry, driven by strong downstream demand and market expansion [1] Group 1: Market Performance - As of September 22, the IVD sector saw an overall increase of 3.13%, ranking high on the stock performance list [1] - Notable stock performances include: - Bohui Innovation reached a limit-up - Lide Man surged by 11.76% - Shuoshi Biology and Daan Gene increased by 9.17% and 9.01% respectively - Other companies like Dongfang Biology, Shengxiang Biology, Mingde Biology, BGI, Libang Instruments, and Wantai Biology also saw gains exceeding 6% [1] Group 2: Industry Growth - The IVD industry is primarily utilized in hospital laboratories, independent clinical laboratories (ICL), health check centers, epidemic prevention stations, and blood stations [1] - The downstream demand is robust, with IVD growth nearing 20% [1] - In 2018, the revenue from public hospitals for IVD products reached 315.7 billion yuan, with a year-on-year growth rate of 12.48% [1] - Key clients such as ICL and health check centers are also experiencing growth rates around 20% or higher [1] Group 3: Market Size and Comparison - The Chinese IVD industry size reached 71.3 billion yuan in 2018, reflecting a year-on-year growth of 25.6%, significantly outpacing the global IVD market growth of 6.0% [1] - The strong downstream demand is driving rapid growth in the upstream market size [1] - The IVD sector is nurturing large enterprises, and the favorable conditions in specific segments make leading stocks with performance support worth monitoring [1]