深挖数字PCR仪1.3亿中标结果：多元品牌竞争，市场格局暗流涌动

Core Insights - The digital PCR market in China is experiencing intense competition, with three leading brands: Bio-Rad, QIAGEN, and Xinyi, following Bio-Rad's acquisition of Stilla, which significantly increased its market share in the research sector [1][2]. Market Overview - The digital PCR market is characterized by a diverse landscape, with domestic brands accounting for a significant portion of the market share in terms of units sold, while imported brands maintain a revenue advantage due to higher pricing [3][5]. - In terms of bid amounts, imported brands hold a 48.91% share, while domestic brands account for 40.45%, with the remainder attributed to unknown brands [5]. - Domestic brands have captured 50% of the total units sold, indicating a trend towards "domestic substitution," driven by cost-effectiveness and localized service advantages [7]. Procurement Analysis - The primary demand for digital PCR technology comes from academic institutions and hospitals, which are the core procurement entities [8]. - The top three procurement entities by bid amount are universities (35.97%), hospitals (27.66%), and research institutes (13.18%), collectively representing over 74% of the market [10][12]. Brand Competition - Bio-Rad leads the market with a bid amount share of 24.51%, followed by QIAGEN at 19.91% and Xinyi at 16.74% [14]. - In terms of units sold, Xinyi leads with a 19.23% share, followed by Bio-Rad at 16.35% and QIAGEN at 15.38% [17]. - The acquisition of Stilla by Bio-Rad is expected to further enhance its market position, potentially increasing its unit bid share to 20.19% and bid amount share to 28.24% [17]. Research Market Dynamics - The research sector, encompassing universities and research institutes, is the largest application market for digital PCR, with Bio-Rad, QIAGEN, and Xinyi occupying the top three positions in bid amounts [21]. - In the research market, Bio-Rad holds a bid amount share of 29.43%, QIAGEN at 21.10%, and Xinyi at 15.85%, indicating strong brand loyalty and performance [21]. - After including Stilla's data, Bio-Rad's bid amount share in the research sector could rise to 33.92%, further solidifying its leadership [23]. Summary and Outlook - The digital PCR market from January to October 2025 illustrates a landscape of "imported leadership, domestic rise, and diversified competition," with Bio-Rad maintaining its leadership in high-end research markets [24]. - Domestic brands are becoming mainstream due to competitive pricing strategies, and the market is expected to expand further with advancements in molecular diagnostics and increased funding for research [24].