迈瑞医疗董秘李文楣现身JPM大会，阐释数智化解决方案的五层架构

Core Insights - The 44th J.P. Morgan Global Healthcare Conference highlighted the growth strategy of Mindray Medical, focusing on three core pillars: accelerated globalization, expansion of recurring revenue business, and digital transformation [1][10]. Group 1: Globalization Strategy - Mindray Medical has achieved a compound annual growth rate of 15% in international business over the past decade, with operations in over 190 countries and regions [2]. - The company aims to increase the proportion of international revenue from 50% to over 60% in the future [2]. - Mindray emphasizes deep localization in emerging markets, establishing over 20 ultrasound training schools in the Middle East and Africa to enhance local medical capabilities [2]. Group 2: Recurring Revenue Business - The recurring revenue business, which includes IVD reagents and minimally invasive surgical consumables, is projected to contribute 40% of total revenue by mid-2025 [3]. - Mindray's market share in the Chinese IVD market is currently below 15%, and only about 4% globally, indicating significant growth potential [3]. - The company is expanding its recurring revenue business through local supply chain development and strategic acquisitions, such as entering the cardiovascular intervention field [3]. Group 3: Digital Transformation - Mindray's digital transformation aims to address the "impossible triangle" of quality, accessibility, and cost in healthcare [5][6]. - The company has developed a five-layer architecture for its digital solutions, with the first four layers already implemented [6]. - The "Qiyuan" medical model serves as the core of Mindray's digital solutions, providing real-time patient monitoring and decision support across various medical scenarios [7]. Group 4: Practical Applications and Future Outlook - Real-world applications of Mindray's digital solutions have shown significant improvements in healthcare efficiency and patient management in various countries, including Norway and Saudi Arabia [8]. - The company plans to focus on "embodied intelligence," integrating devices, IT, and AI to create a self-reinforcing medical ecosystem [9]. - Mindray aims to lead the global healthcare digital transformation by continuously innovating and enhancing the precision, accessibility, and efficiency of medical services [10].