内容概要：中国癌症群体庞大，放射治疗技术的迭代发展使其在多种肿瘤治疗方案中地位日益巩固，因 治疗效果显著提升而被越来越多的临床所推荐，促使放射治疗需求加倍放大，进一步放疗定位产品规模 快速扩大而呈现高景气度发展态势。2025年，中国放疗定位产品市场规模有望从2019年的1.67亿元增长 至3.46亿元，预计2026年有望达到4.11亿元。 相关企业：广州科莱瑞迪医疗器材股份有限公司、广州人福医疗设备有限公司、深圳市腾飞宇科技有限 公司、CIVCORadiotherapy、Qfix、Elekta以及欧菲特OrfitIndustries 关键词：放疗定位产品行业政策、放疗定位产品行业产业链、放疗定位膜产品市场规模、放疗定位膜产 品市场竞争格局、放疗定位产品行业重点企业、放疗定位产品行业发展趋势 一、放疗定位产品行业定义及分类 放疗定位产品主要承担放疗过程中患者体位的精准重复摆位及固定功能，使患者在放疗全过程中保持肢 体摆位、复位精确，以确保放疗射线精准作用于病灶部位，其具体用途为：在模拟定位确定肿瘤位置 时，需首先利用放疗定位产品将患者体位固定，通过CT/MR等模拟定位影像设备扫描确定肿瘤位置， 并将肿瘤位置与放 ...

2025年12月5日至9日，百洋医药（301015.SZ）围绕 ZAP-X火星舟放射外科机器人 （以下简称ZAP-X），接连实现全球制造基地投产、临床研究启动、放疗中 心落地等重要进展。 在全球医疗技术革新与健康需求升级的浪潮中，百洋医药锚定精准放疗赛道，构建起"全球技术引进培育、中国制造供应全球、放疗中心服务创新、临床科研持续 验证"的全链条大放疗战略体系。 我国每年 脑转移瘤新发病例高达150万，治疗难度极大、患者生存期短 ，已成为临床诊疗中亟待突破的重大挑战。基于对这一严峻临床形势的深刻洞察，百洋医药 于2024年11月战略投资美国硅谷的ZAP Surgical，全面负责ZAP-X在中国的商业化运营，并同步启动全球规模化生产的布局。 随着ZAP-X在中国的临床推广迈入规模化、规范化新阶段，百洋医药的大放疗战略也正步入成果兑现的收获期。 ZAP-X作为专为颅脑精准放疗而设计的革命性设备，凭借 独创双回旋球形结构，可实现数千个非共面射线照射 ，在提升肿瘤杀伤效率的同时有效降低正常脑组织 受量，在放疗精度与安全两大核心维度树立了全新标杆。立体定向放射外科的关键是要用不断进化的信息技术提升对放射位置和剂量的精准 ...

目前，ZAP-X已获全球24个国家和地区批准上市，临床应用案例超5000例。随着订单量快速增长，其位 于美国硅谷的生产中心难以满足全球交付需求。基于中国在供应链配套与成本控制方面的显著优势，百 洋医药积极推动在中国建设全球生产中心。12月6日，百洋医药高端制造产业化基地正式启用，基地全 部建成后年产能可达100台(套)，其中海外订单占比约80%，是ZAP-X的全球生产与供应中心，实现"中 国制造、全球交付"。 中证报中证网讯(王珞)12月5日至9日，百洋医药（301015）围绕ZAP-X火星舟放射外科机器人(以下简称 ZAP-X)，接连实现全球制造基地投产、临床研究启动、放疗中心落地等重要进展。在全球医疗技术革 新与健康需求升级的浪潮中，百洋医药锚定精准放疗赛道，构建起"全球技术引进培育、中国制造供应 全球、放疗中心服务创新、临床科研持续验证"的全链条大放疗战略体系。随着ZAP-X在中国的临床推 广迈入规模化、规范化新阶段，百洋医药的大放疗战略也正步入成果兑现的收获期。 ...

Group 1 - International Medical aims to create a dual-driven development model of "comprehensive medical care + specialized departments" and has announced a plan to raise up to 1.008 billion yuan through a targeted stock issuance [1] - The raised funds will primarily be invested in smart health care projects, the second phase of the proton therapy center, and to supplement working capital [1] Group 2 - The aging population in China is increasing, with approximately 220 million people aged 65 and above expected by the end of 2024, representing 15.6% of the total population [2] - China's total healthcare expenditure has grown from 3.54 trillion yuan in 2014 to 9.06 trillion yuan in 2023, with a compound annual growth rate of 11.01% [2] - The demand for healthcare services is expected to rise due to the increasing elderly population and enhanced health awareness among residents [2] Group 3 - The proportion of nursing beds in registered elderly care institutions in China was 65.7% by the end of 2024, indicating significant growth potential in the elderly care industry [3] - Policies have been introduced to promote the integration of medical and elderly care services, aiming to improve the care system for elderly individuals with disabilities or dementia [3] Group 4 - Proton therapy is highlighted as a cutting-edge cancer treatment method with high cure rates and low side effects, addressing the limitations of traditional radiation therapy [4] - There is a significant market demand for proton therapy in China, with only seven operational proton therapy centers as of 2024, despite approximately 4.8247 million new cancer cases reported in 2022 [4] Group 5 - The health policy framework aims to enhance cancer prevention and treatment systems by 2030, with a planned increase in the number of radiation therapy devices [5] - The proton therapy center's second phase project aligns with national industrial policy and aims to enhance the company's high-end diagnostic capabilities [6] Group 6 - The implementation of the fundraising projects will enable the company to extend its business from traditional diagnostics to high-end radiation therapy, creating a synergistic business model of "comprehensive diagnosis + precise radiation therapy" [6] - The projects will leverage existing medical resources to strengthen the company's core competitiveness in cancer treatment [6]

在全球医疗技术革新与健康需求升级的浪潮中，百洋医药（301015.SZ）锚定精准放疗赛道，构建起"全 球技术引进培育、中国制造供应全球、放疗中心服务创新、临床科研持续验证"的全链条大放疗战略体 系。 2025年12月5日至9日，百洋医药围绕ZAP-X火星舟放射外科机器人（以下简称"ZAP-X"），接连实现全 球制造基地投产、临床研究启动、放疗中心落地等重要进展。随着ZAP-X在中国的临床推广迈入规模 化、规范化新阶段，百洋医药的大放疗战略也正步入成果兑现的收获期。 全球技术引进培育：核心技术填补临床空白 我国每年脑转移瘤新发病例高达150万，治疗难度极大、患者生存期短，已成为临床诊疗中亟待突破的 重大挑战。而传统手术、化疗及常规放疗均存在治疗局限：传统手术难以避免神经功能损伤，大部分化 疗药物难以穿透血脑屏障，常规放疗对肿瘤周边健康脑组织的保护力度不够。基于对这一严峻临床形势 的深刻洞察，百洋医药于2024年11月战略投资美国硅谷的ZAP Surgical，全面负责ZAP-X在中国的商业 化运营，并同步启动全球规模化生产的布局。 ZAP-X作为专为颅脑精准放疗而设计的革命性设备，凭借独创的双回旋球形结构，可实 ...

Core Viewpoint - The successful development of the HiTS 200 light ion therapy device marks a significant breakthrough in China's advanced cancer treatment equipment sector, offering more precise and efficient treatment options for cancer patients [1][2]. Group 1: Product Development - The HiTS 200 light ion therapy device, developed by Guoke Ion (Hangzhou) Medical Technology Co., Ltd., has completed production and initial adjustments in Lanzhou, with installation and debugging at the Hangzhou research center, and is set to begin beam debugging [1]. - This device integrates multiple ion beam treatment capabilities, including proton, helium, and carbon ion beams, and has the potential for proton CT imaging, enabling more accurate localization and treatment [1][2]. Group 2: Cost and Accessibility - Compared to traditional heavy ion therapy equipment, the HiTS 200 occupies only 1,500 square meters, significantly reducing equipment and construction costs, making it more suitable for implementation in municipal medical institutions [2]. - The device's design allows for flexible treatment plans based on the tumor's location and nature, enhancing accessibility to advanced cancer treatment [2]. Group 3: Technological Advancements - The HiTS 200 features advanced technologies such as rapid ion switching, single-cycle energy variation, rapid repeated scanning, and Flash dose delivery, which contribute to its core advantages [2]. - By integrating the self-developed Phoenix treatment planning system, the HiTS 200 can achieve multi-ion combined therapy, allowing for personalized radiotherapy plans tailored to different lesions [2]. Group 4: Industry Impact - The successful development of the first light ion therapy device fills a gap in China's multi-ion integrated treatment equipment sector, potentially advancing the country's radiation therapy technology from conventional to precision and personalized treatment [2]. - The industrialization of this device is expected to significantly lower the costs of high-end ion therapy for cancer patients in China, promoting equitable access and enhancing the international competitiveness of China's medical equipment [2].

Core Insights - Varian Medical showcased its innovative technologies at the 8th China International Import Expo, emphasizing its commitment to the Chinese market and the importance of the expo as a strategic platform for collaboration and innovation [1][5] Product Highlights and Clinical Needs - Varian introduced several innovative products, including the global debut of the SmART intelligent adaptive radiation therapy solution, designed specifically for Chinese clinical needs, enhancing the precision and safety of personalized adaptive radiation therapy [3] - The company also launched the world's first intraoperative dual-rotation intensity-modulated radiation therapy solution, providing advanced support for complex cases like central lung cancer [3] - Another notable product is the AI-driven online adaptive radiation therapy solution, which can generate high-quality adaptive treatment plans within 10 to 15 minutes, optimizing each treatment session dynamically [3] Localization and Ecosystem Development - Varian's mission in China is reflected in its approach of transforming exhibits into products and exhibitors into ecosystem builders, with the Ethos AI-integrated online adaptive radiation therapy platform receiving regulatory approval in China [5][6] - The Beijing facility serves as a crucial production base for Halcyon and Ethos, exporting products to over 90 countries, demonstrating the global impact of innovations developed in China [6] Support for High-Quality Development in Healthcare - The global healthcare industry is moving towards precision, intelligence, and accessibility, aligning with China's "Healthy China 2030" strategy [7] - Varian's global strategy is closely aligned with its operations in China, focusing on automation and intelligent applications to enhance the efficiency of medical institutions [7] - The company is committed to collaborating with local suppliers to overcome challenges in domestic production of key components, thereby strengthening the industry chain [7]

Core Insights - Baiyang Pharmaceutical has signed a cooperation agreement with Peking University International Hospital to jointly build and operate a radiosurgery treatment center for a period of 8 years [2] - The collaboration involves the ZAP-X radiosurgery robot, which was authorized from ZAP Medical and has been approved for use in China since June 2023 [2][3] - The ZAP-X device is designed for treating intracranial and head and neck tumors, offering advantages such as reduced construction costs for radiation shielding facilities and improved accessibility to radiosurgery technology [3] Company Developments - The ZAP-X device is expected to treat approximately 200 patients annually, targeting three main patient groups: those with brain metastases, primary brain tumors, and benign brain tumors [3][4] - The device is set to be operational by mid-December 2023, with plans to expand its reach to countries along the "Belt and Road" initiative [4] - Baiyang Pharmaceutical's high-end manufacturing base in Beijing is expected to be operational by the end of 2025, aiming to become the global production and supply center for ZAP-X [4] Industry Context - Baiyang Pharmaceutical is the exclusive distributor of ZAP-X in mainland China, Hong Kong, and Macau, and holds over 19% equity in ZAP Medical [5][6] - The company is expanding its presence in the radiation therapy sector, with ongoing developments in various treatment technologies, including a 4π intelligent robotic radiation therapy system currently in clinical trials [6] - Despite the company's advancements, the radiation therapy penetration rate in China remains low, with only 20% to 30% of cancer patients opting for radiation therapy compared to 70% in the United States [6]

Core Insights - Baiyang Pharmaceutical (301015.SZ) has signed a strategic cooperation agreement with Peking University International Hospital to establish a precision radiotherapy center focused on brain tumors, utilizing the ZAP-X robotic system to provide innovative treatment solutions for millions of patients [2][4]. Group 1: Strategic Partnership - The collaboration aims to create a high-level radiotherapy platform that specializes in the treatment of brain tumors, addressing the increasing incidence of such conditions globally [2][4]. - The ZAP-X system is recognized as a revolutionary technology in cranial radiotherapy, enhancing precision and safety in treatment by targeting tumors from multiple angles while protecting surrounding healthy brain tissue [4][5]. Group 2: Market Context - The global incidence of brain tumors is rising, with over 1.5 million new cases of brain metastases reported annually in China alone, highlighting the urgent need for advanced treatment options [4][6]. - Baiyang Pharmaceutical is transitioning into a technology-driven enterprise, establishing a comprehensive ecosystem in the radiotherapy sector that includes brain, body, and cardiac treatment solutions [6]. Group 3: Future Developments - Baiyang plans to accelerate the clinical application of ZAP-X in China and aims to establish a global manufacturing and supply center for the device by the end of 2025 [6]. - The company is also developing innovative technologies, such as the first 4π intelligent robotic radiotherapy system and exploring non-invasive treatments for arrhythmias, further solidifying its position in the global precision radiotherapy market [6].

Core Insights - Qingdao Baiyang Pharmaceutical Co., Ltd. has signed a strategic cooperation agreement with Peking University International Hospital to establish a precision radiotherapy center focused on brain tumors [2][3] - The center will utilize the ZAP-X radiotherapy robot, which is designed to enhance the precision and safety of brain tumor treatments [2][3] Company Developments - The collaboration marks a significant step for Baiyang Pharmaceutical in promoting the clinical application of high-end radiotherapy equipment and improving access to quality medical resources [3] - Baiyang Pharmaceutical has established a comprehensive industrial chain in the radiotherapy field, covering research and development, production, and operation [3] Industry Context - Brain tumors present a global treatment challenge, with traditional surgical methods often leading to secondary injuries such as nerve damage [2] - The incidence of brain tumors, particularly metastatic brain tumors, has been rising, with over 1.5 million new cases reported annually in China alone [2] - The ZAP-X system, recognized as a revolutionary product in cranial radiotherapy, has been approved for use in 24 countries and regions worldwide, completing over 5,000 clinical treatments [3]