2024年度中国CT市场洞察

Overall Market - The domestic CT market showed signs of recovery in the second half of 2024, with Q3 sales increasing by 12.82% quarter-over-quarter and Q4 sales expected to grow by 20% year-over-year and 68% quarter-over-quarter [4] - The localization rate of the domestic CT market reached 52.61% in the first three quarters of 2024, an increase of about 4% compared to the same period last year [8] - The top four brands (United Imaging, GE Healthcare, Siemens Healthineers, and Neusoft Medical) accounted for 78.43% of the market share, an increase of 2.15% year-over-year [8] - In the 64-slice and below CT market, United Imaging and GE Healthcare maintained their top positions, with a CR4 of 76.44%, a decrease of about 3% year-over-year [10] - In the 64-slice and above CT market, United Imaging and GE Healthcare also led, with United Imaging showing significant growth and Siemens Healthineers surpassing Philips to enter the top three, with a CR4 of 89.93%, an increase of 11% year-over-year [10] Regional Market - In the first three quarters of 2024, the procurement share of 64-slice and below CTs increased significantly in the eastern and western regions, while it decreased in the central region [16] - United Imaging led in the eastern, western, and central regions, while GE Healthcare had a relative advantage in the eastern, western, and northeastern regions [16] - In the 64-slice and above CT market, procurement share also increased significantly in the eastern and western regions, while it decreased in the central region [19] - United Imaging led in the eastern, western, and central regions, while GE Healthcare had a relative advantage in the eastern, western, and northeastern regions, and Siemens Healthineers performed well in the northeastern region [19] Hospital Procurement - In the first three quarters of 2024, the procurement share of 64-slice and below CTs in primary and other ungraded hospitals increased significantly, approaching 50%, indicating a faster pace of CT deployment in grassroots healthcare [22] - Siemens Healthineers, GE Healthcare, and United Imaging ranked first in tertiary, secondary, and primary/unrated hospitals, respectively, while Neusoft Medical and Wandong performed better in primary/unrated hospitals [22] - In the 64-slice and above CT market, procurement was still mainly concentrated in tertiary hospitals, accounting for nearly 70%, with a significant increase compared to the same period last year [27] - The "GPS" trio (GE Healthcare, Philips, Siemens Healthineers) had a more pronounced advantage in tertiary hospitals, while domestic brands United Imaging and Neusoft Medical were more active in secondary hospitals [27] Conclusion - The domestic CT market showed clear signs of recovery in the second half of 2024, driven by favorable policies such as "equipment renewal" [31] - United Imaging, GE Healthcare, Siemens Healthineers, Neusoft Medical, and Philips remained the main players in the domestic CT market, with further increases in localization rates [31] - In the 64-slice and above CT market, CR4 increased significantly, enhancing the market influence of leading brands, while in the 64-slice and below CT market, CR4 decreased, and the market share of leading brands declined, with domestic brands like Wandong Medical gaining significant market share [31] - The government's increasing focus on county-level and grassroots healthcare is expected to accelerate the deployment of CTs and potentially change the market landscape [31]