胃癌早筛立足胃镜前初筛产品强优势，瞄准高危筛查前沿启新篇 头豹词条报告系列

Investment Rating - The report does not explicitly state an investment rating for the gastric cancer early screening industry. Core Insights - The gastric cancer early screening industry focuses on utilizing serological tests and Helicobacter pylori infection detection to assist in the diagnosis of gastric cancer, aiming to improve early detection rates. The industry exhibits strong technological innovation, particularly in genetic testing, which significantly enhances detection sensitivity and specificity. There is a notable policy drive, with the government implementing multiple measures to support industry development. The terminal market demand is substantial, with screening needs continuously rising, leading to rapid market growth. As society ages and awareness of screening increases, the demand for gastric cancer early screening is expected to grow further, propelling the industry's rapid development [5][13][17]. Summary by Sections Industry Definition - Gastric cancer is defined as a malignant tumor originating from the gastric epithelium. Given China's large population, current medical resources are insufficient for comprehensive gastroscopy screening. Therefore, a priority screening strategy for high-risk groups is recommended. The early screening industry focuses on medical health products that assist in diagnosing gastric cancer before gastroscopy, utilizing serological tests and H. pylori infection detection to improve early detection rates [6]. Industry Classification - Screening technologies can be classified based on sensitivity, specificity, user convenience, and cost. The main categories include breath detection technology, serological immunoassay technology, and molecular detection technology [7][8]. Industry Characteristics - The gastric cancer early screening industry is characterized by strong technological innovation, significant policy support, and high terminal market demand [13]. Technological Innovation - The industry has witnessed revolutionary technological advancements, particularly in genetic testing, marking a significant shift from traditional invasive screening to non-invasive and efficient detection methods. The use of ctDNA detection captures early cancer signals from blood, significantly improving detection sensitivity and specificity [15]. Policy Drive - The government has shown increasing attention to early cancer screening, particularly gastric cancer, through various policy measures. These include financial subsidies and tax reductions to lower screening costs and enhance service accessibility, as well as strengthening the screening capabilities of grassroots medical institutions [16]. Terminal Market Demand - The demand for gastric cancer screening is rising due to increased public health awareness and policy promotion. The screening penetration rate for high-risk groups in China rose from 19.7% in 2018 to 25.6% in 2022, with projections to reach 64.3% by 2032. The cancer screening market was valued at approximately $45.6 billion in 2022 and is expected to continue expanding [17]. Development History - The gastric cancer early screening industry has rapidly evolved from its nascent stage to a high-growth phase, with significant advancements in technology, products, policies, and market demand. The continuous innovation in detection technologies has greatly improved screening accuracy and convenience [18]. Industry Chain Analysis - The industry chain consists of upstream suppliers of raw materials and equipment, midstream manufacturers of screening products, and downstream consumption sites such as health examination centers and hospitals. Upstream suppliers hold strong bargaining power due to the high quality dependency of screening products on core raw materials [23][24]. Competitive Landscape - The competitive landscape of the gastric cancer early screening industry features a first tier led by companies like Borcheng, with a second tier including firms like MiRui and Kangwei Century. The market is characterized by a variety of detection methods and a growing number of players [46][50].