从1.3亿仪器中标数据，我们嗅到了PCR市场的“硝烟”

Core Viewpoint - 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][24]. 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][12]. - 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]. - Following the acquisition of Stilla, Bio-Rad's overall market share is expected to increase, with a projected unit bid share of 20.19% and a revenue share of 28.24% [17]. Research Market Insights - The research sector 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 29.43% share, QIAGEN 21.10%, and Xinyi 15.85%, indicating strong brand loyalty and demand for high-performance instruments [21]. - After including Stilla's data, Bio-Rad's share in the research sector could rise to 33.92% in bid amounts and 25.45% in units sold, reinforcing its dominance [23]. Summary and Outlook - The digital PCR market from January to October 2025 illustrates a scenario of "imported leadership, domestic rise, and diversified competition" [24]. - Bio-Rad remains a market leader in the high-end research sector, while domestic brands are becoming mainstream through competitive pricing strategies [24]. - Future growth in the digital PCR market is anticipated due to advancements in molecular diagnostics, expanded clinical applications, and sustained research funding, with competition extending beyond hardware to include reagents, consumables, software analysis, and comprehensive solutions [24].