2024年中国口腔医疗服务行业概览：“医疗”+“消费”千亿市场加速渗透

Investment Rating - The report indicates a positive outlook for the China Oral Medical Services Industry, highlighting a market size growth from 141.47 billion RMB in 2019 to 205.19 billion RMB in 2023, with a compound annual growth rate (CAGR) of 9.7% [3][11]. Core Insights - The oral medical services industry in China is characterized by a dual nature of "consumption + medical" attributes, with a significant patient base and low treatment penetration rates, indicating substantial growth potential [4][15]. - The industry is experiencing rapid growth due to factors such as a large base of oral disease patients, improving service levels, and the gradual implementation of centralized procurement policies [3][12]. - The digital transformation of the industry is becoming essential due to the shortage of dental resources and the need for standardized training [21][22]. Summary by Sections Industry Overview - The oral medical services industry provides specialized diagnostic and treatment services for oral patients and has a market characterized by a mix of consumption and medical services [6][8]. - The market is expected to continue growing, driven by increasing patient numbers and the low penetration of dental treatments compared to developed countries [4][15]. Market Landscape - The market size of the oral medical services industry is projected to grow steadily, with a forecasted CAGR of 13.1% from 2019 to 2028 [11][12]. - The industry is fragmented, with over 90% of dental institutions being privately owned, leading to low market concentration [14]. Driving Factors - The demand for oral medical services is driven by a large number of patients with oral diseases and low treatment penetration rates, particularly in dental implants and orthodontics [15][17]. - The implementation of centralized procurement for high-value dental consumables is expected to enhance service quality and reduce costs [18][19]. Development Trends - The trend towards digitalization in the industry is essential for addressing the shortage of dental professionals and improving treatment precision [21][22]. - The rise of the "beauty economy" is shifting consumer demographics, with younger individuals becoming the primary consumers of oral medical services [32][33]. Consumer Analysis - The consumer base for oral medical services is increasingly young, with a significant portion of spending driven by aesthetic concerns, particularly among women [34][33]. - The market is becoming more segmented and diversified, with a growing demand for cosmetic dental procedures [32][33].