SONOSCAPE(SZ:300633) Chan Ye Xin Xi Wang·2026-02-27 01:33Core Viewpoint - The "Thousand County Project" and "Equipment Update Action" policies are accelerating the enhancement of precision diagnosis capabilities in grassroots medical institutions, particularly county-level hospitals, leading to increased procurement orders for advanced medical equipment like ultrasound gastroscopes. The market for ultrasound gastroscopes in China is expected to reach approximately 145 million yuan in 2024, reflecting a year-on-year growth of 8.21% [1][8]. Industry Overview - Ultrasound gastroscopes are advanced medical devices that integrate endoscopic and ultrasound technologies, allowing for simultaneous observation of mucosal surfaces and real-time ultrasound scanning within the digestive tract. They provide detailed imaging of the digestive tract wall and surrounding organs, aiding in disease diagnosis and treatment guidance [2][4]. Market Size - The ultrasound gastroscope industry in China is experiencing steady growth, with a projected market size of about 145 million yuan in 2024, marking an 8.21% increase from the previous year. This growth is driven by the demand for early screening of digestive tract tumors and the diagnosis of complex diseases like pancreatic disorders [1][8]. Key Companies' Performance - The competitive landscape of the ultrasound gastroscope industry is shifting from foreign monopolies to a rapid rise of domestic brands. Companies like Kaili Medical, Yingmed, and Lepu Medical are emerging as strong challengers, creating a diverse market environment characterized by "foreign leadership, domestic rise, and differentiated competition" [9]. Industry Development Trends 1. Domestic brands are gaining market share and challenging foreign dominance, particularly in the "micro-probe ultrasound endoscope" market. Companies like Yingmed and Kaili Medical are expanding from small ultrasound devices to more advanced technologies, positioning themselves as key players in the high-end market [12][13]. 2. Technological innovations, including AI integration and advanced imaging techniques, are enhancing diagnostic accuracy and enabling remote medical services. The development of disposable ultrasound gastroscopes is becoming a trend to reduce cross-infection risks [13]. 3. Market applications are expanding into lower-tier markets and preventive screening, driven by policies like the "Thousand County Project." The demand for enhanced diagnostic capabilities in county hospitals is becoming a primary market for ultrasound endoscopes [14].