关税战引发全美“针头荒”，谁是国内穿刺器械最大赢家？这家公司你可能第一次听说！

Core Viewpoint - The article highlights the significant role of China's needle industry in the global supply chain, particularly in the context of the U.S.-China trade war, which could lead to a shortage of medical needles in the U.S. [3][5] Industry Overview - The global injection and puncture device market, which includes syringes, infusion devices, blood collection needles, and indwelling needles, produced approximately 80 billion units in 2023, driven by aging populations, rising chronic disease rates, and advancements in medical technology [6][9] - The global market for injection needles is highly concentrated, with BD, Terumo, and B. Braun holding over 60% market share [6][9] Market Share and Key Players - BD leads the market with a 32% share, excelling in high-end medical institutions, particularly in insulin injection and vaccination [9] - Terumo follows with an 18% share, focusing on safety needle technology in the Asia-Pacific and Middle East regions [9] - B. Braun specializes in anesthesia and infusion therapy needles, maintaining a strong position in European public hospital procurement [10] Domestic Market Insights - China's annual production of injection and puncture devices is around 28 billion units, with domestic sales of approximately 18 billion units and exports of about 10 billion units [11] - China holds a 35% share of the global production capacity for injection and puncture devices, with significant exports to Europe (38%), North America (32%), Southeast Asia (20%), and Africa (10%) [11] Pricing Dynamics - China's export average price for injection devices is $0.12 per unit, significantly lower than Germany's $0.85 and the U.S.'s $0.68, reflecting the cost advantages in low-end products [14] Consumption Patterns - Domestic consumption of medical injection devices is primarily driven by healthcare needs, accounting for about 83% of total consumption, with the remainder coming from chronic disease management and aesthetic procedures [16] Industry Structure - The puncture device industry includes manufacturing processes for welding tubes, needle tubes, and finished puncture devices, with varying levels of market concentration across different segments [18] - The downstream finished puncture device segment is highly competitive, with over 500 manufacturers in China, but more than 90% are small enterprises, indicating a low concentration of large-scale manufacturers [18]