以下文章来源于硬氪 ，作者欧雪 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 在全球电动自行车（Ebike)市场迎来爆发式增长的浪潮中，一家来自深圳的品牌——Heybike，仅用4年时间，便在竞争激烈的北美市场杀出重围，实现年销超20万 台、营收超1亿美金的业绩，并持续保持盈利。 文 ｜ 欧雪 编辑 ｜ 袁斯来 来源｜ 硬氪（ID：south_36kr） 封面来源 ｜ 企业官方 海外Ebike市场正从"蓝海"驶入"红海"。 过去几年，在环保政策、消费升级与资本涌入的多重驱动下，这个赛道一度火热非凡。然而，随着赛道变得拥挤，整个行业也遭遇了一场凶猛的洗牌。 在这一背景下，Ebike企业Heybike ，却持续保持增长。 在过去几年，Heybike累计获得全球超17万用户。同时，公司年销量达到20万台，对应年营收超1亿元美金。 与许多依赖资本输血的竞争对手不同，Heybike自成立第一年起便持续盈利，且从未进行过外部融资，而且暂时也没有融资的计划。这种持续稳定挣钱的能 力，在行业中并不常见。 这种稳定的关键在于，Heybike一直把持自己的节奏，并未被外部市场变化裹挟步入歧途。 "我们希望用自有资金控 ...

编者按：当出海越来越成为一家中国公司核心战略时，如何征战全球市场就成为一个极其专业的话题。在全球化的演变中，已有不少中国品牌站立潮头。 鉴于此，硬氪特推出「Insight全球」专栏，从品牌成长与变迁，探索中国品牌出海的前沿方向与时代契机，为出海玩家与行业提供思考与启发。 这是我们专栏第56期—— 在全球电动自行车（Ebike)市场迎来爆发式增长的浪潮中，一家来自深圳的品牌——Heybike，仅用4年时间，便在竞争激烈的北 美市场杀出重围，实现年销超20万台、营收超1亿美金的业绩，并持续保持盈利。 作者丨欧雪 编辑丨袁斯来 海外Ebike市场正从"蓝海"驶入"红海"。 过去几年，在环保政策、消费升级与资本涌入的多重驱动下，这个赛道一度火热非凡。然而，随着赛道变得拥挤，整个行业也遭遇了一场凶猛的洗牌。 在这一背景下，Ebike企业Heybike ，却持续保持增长。 在过去几年，Heybike累计获得全球超17万用户。同时，公司年销量达到20万台，对应年营收超1亿元美金。 与许多依赖资本输血的竞争对手不同，Heybike自成立第一年起便持续盈利，且从未进行过外部融资，而且暂时也没有融资的计划。这种持续稳定挣钱的 能 ...

Core Viewpoint - Instrument manufacturers need to focus on the dual demands of "grassroots needs" and "county-level upgrades," and prepare channels and technical reserves in advance [1][32]. Policy Analysis - The policy will significantly drive the bulk procurement demand for several types of medical instruments, leading to structural growth [5]. 1. Imaging Diagnostic Equipment (Core Demand) - Policy Driver: The county medical community emphasizes the "grassroots examination, upper-level diagnosis" model, requiring basic imaging capabilities at grassroots medical institutions and high-precision diagnostic equipment at county hospitals [5]. - Procurement Focus: - Grassroots: Digital X-ray systems (DR), portable ultrasound, mobile DR for remote areas [6]. - County: 64-slice CT, 3T MRI, Digital Subtraction Angiography (DSA) [7]. - Data Support: - Anhui Province's medical community equipment update project has a budget of 120 million for CT and MRI [8]. - Sichuan Province's county medical community plans to procure 73 CT and DR units with a budget of 150 million [9]. - Heilongjiang Province plans to procure 6 MRI units with a budget of 48 million [10]. 2. Laboratory Testing Equipment (Key Support) - Policy Driver: Grassroots examinations require supporting biochemical, immunological, and microbiological testing capabilities, while county hospitals need to upgrade precision diagnostic equipment [11]. - Procurement Focus: - Grassroots: Fully automatic biochemical analyzers, urine analyzers, blood cell analyzers [12]. - County: High-resolution mass spectrometers, gene sequencers, flow cytometers [13]. - Data Support: - Henan Province's medical community equipment update project includes a budget of 330 million for fully automatic biochemical analyzers [14]. - The National Health Commission's plan requires "filling the gap in high-end medical equipment," including high-resolution mass spectrometers [15]. 3. Information Technology and Telemedicine Equipment (Core Collaboration) - Policy Driver: The medical community requires "information sharing and personnel communication," necessitating the deployment of remote consultation systems and electronic medical record sharing platforms [16]. - Procurement Focus: - Hardware: High-definition video conferencing systems, remote ECG/imaging transmission terminals, server clusters [17]. - Software: Regional medical information platforms and AI imaging analysis systems [17]. - Data Support: The National Health Commission has emphasized the application of "artificial intelligence, 5G, and big data" in county areas [18]. 4. Emergency and Transport Equipment (Emergency Assurance) - Policy Driver: The county medical community needs to strengthen emergency capabilities, covering the entire process from "initial treatment at the grassroots to rescue at county hospitals" [19]. - Procurement Focus: - Grassroots: Portable defibrillators, ventilators, monitors [19]. - County: Negative pressure ambulances, ECMO (extracorporeal membrane oxygenation), mobile ICU units [20]. - Data Support: Henan Province's medical community procurement project includes ambulances with a budget of 330 million [21]. 5. Specialized Equipment (Differentiated Demand) - Policy Driver: County hospitals need to move towards the goal of "major illnesses not leaving the county," requiring specialized equipment [23]. - Procurement Focus: - Oncology: Radiation therapy linear accelerators, intraoperative radiation therapy equipment [24]. - Cardiovascular: Cardiac CT, coronary angiography equipment, pacemaker programming instruments [25]. - Orthopedics: Digital surgical navigation systems, 3D printed implant customization equipment [26]. - Data Support: The National Health Commission's plan encourages top hospitals to procure "ultra-high field MRI, surgical robots," etc. [27]. Market Opportunities for Instrument Manufacturers - Procurement Scale Expansion: The county medical community equipment update market is expected to exceed 50 billion from 2025 to 2026 [29]. - Acceleration of Domestic Substitution: Policies encourage "domestic equipment innovation," with local manufacturers having cost advantages in CT, MRI, and biochemical analyzers [29]. - Niche Market Opportunities: High demand for small, low-cost, and easy-to-maintain equipment at the grassroots level [30]. - Information Technology Solutions: Integrated providers of "hardware + software + services" will be more competitive [31]. - Long-term Service Binding: The medical community requires equipment to be "sustainably operated and maintained," necessitating a robust after-sales service network [32].