医疗市场竞争

Search documents
市场业绩承压,GE医疗回应出售中国业务股份传闻|快讯
Hua Xia Shi Bao· 2025-09-20 06:20
Core Viewpoint - GE Healthcare is reportedly exploring options to sell its stake in the Chinese market due to declining revenues, rising tariff costs, and increasing competition from local players [2][3] Financial Performance - GE Healthcare's global revenue for the year ending December 31, 2024, was $19.7 billion, a slight increase of 1% year-on-year [2] - The revenue from the Chinese market for GE Healthcare was $2.36 billion, representing a significant decline of 15% year-on-year, marking the largest drop since the company became independent in 2023 [2] - In the first half of 2025, GE Healthcare reported a further 3% decline in revenue from the Chinese market [3] Market Comparison - In the first half of 2025, Siemens Healthineers achieved revenue of €11.571 billion (approximately $13.39 billion), a year-on-year increase of 7% [3] - GE Healthcare's revenue for the same period was $9.78 billion, reflecting a 3% year-on-year growth [3] - Philips Healthcare reported revenue of €8.174 billion (approximately $9.46 billion), showing a year-on-year decline of 1.77% [3] - Siemens Healthineers was the only major player to experience growth in the Chinese market, with a 2.4% increase, while GE Healthcare and Philips saw declines of 2% and 11%, respectively [3]
谁有可能接盘GE医疗
Hua Er Jie Jian Wen· 2025-09-19 15:03
一直以来,GE医疗是GPS三巨头中较为深度拥抱中国市场的厂商。(GPS三巨头:GE医疗、飞利浦、 西门子医疗) 有市场消息称,GE医疗正在考虑出售其中国业务的股份,潜在交易可能对中国资产的估值达数十亿美 元。 对此,GE医疗(中国)向信风回应称:"我们不对市场传闻发表评论。中国是全球最大的医疗市场之 一,我们始终致力于为中国病患和客户提供高品质的医疗服务。" 这或许超出了市场预期。 早在2023年,GE医疗(中国)便宣布战略升级为"全面国产、无界创新、合作共赢",在无锡、天津、 北京、上海、成都等城市均建立生产基地,其中北京基地已经成为其全球最大的影像设备制造基地。 不仅如此,GE医疗在中国销售的产品95%以上实现了国产。例如GE医疗(中国)磁共振成像(MR) 的核心零部件超导磁体供应商便是宁波健信超导科技股份有限公司。 但受到招采执行节奏放缓以及联影医疗(688271.SH)、万东医疗(600055.SH)等国内厂商的崛起, GE医疗(中国)确实遭遇一定的挑战。 2025年上半年,GE医疗中国地区的收入为11.56亿元,同比下滑了2%,占比在1成左右。 近期,GE医疗管理层在摩根士丹利第23届全球医疗健康大 ...