"健康是促进人的全面发展的必然要求，是经济社会发展的基础条件。" 《健康中国2030规划纲要》的发布，标志着我国卫生健康事业的顶层设计，已从以"治病为中心"的传统 模式，向以"人民健康为中心"的全新格局发生深刻转变。"预防为主，关口前移"不仅成为国家战略的核 心方针，更对我国预防医学体系的广度、深度与效率提出了前所未有的高要求。 在这一宏大背景下，以专业健康体检机构为代表的社会力量，正日益成为国家公共卫生体系的协同力量 与重要补充，在推动"健康中国"蓝图从顶层设计走向全民实践的过程中，扮演着不可或缺的关键角色。 分流减压：优化医疗资源配置的"缓冲带" 长期以来，我国优质医疗资源高度集中于大型公立三甲医院，导致其"战时"与"平时"皆处于高负荷运转 状态，人满为患的现象成为常态。国家卫生健康委发布的《2023年我国卫生健康事业发展统计公报》显 示，全国医疗卫生机构总诊疗人次95.5亿。 更重要的是，市场竞争带来了服务模式的深刻变革。为了吸引并留住客户，专业机构在提升服务体验、 普及健康知识方面投入了巨大精力。 它们不仅提供科学、可信、高效、便捷的体检套餐，更引导公众根据不同年龄段进行个性化筛查，例如 年轻人侧重常 ...

Group 1 - HPV infection is a significant global public health issue, and the HPV vaccine is a crucial component of public health systems, especially with the promotion of strategies like the "Global Strategy to Accelerate the Elimination of Cervical Cancer" and "Healthy China Strategy" [1] - The introduction of domestic nine-valent HPV vaccines has sparked discussions on how to choose the best vaccine, highlighting the decision-making challenges faced by consumers [1] - Merck holds a leading position in the HPV vaccine market with its Gardasil®9, the only nine-valent vaccine approved for preventing cervical cancer caused by seven high-risk HPV types, and it is also the first and only nine-valent HPV vaccine approved for both males and females in China [1] Group 2 - Merck has a long history in vaccine development, having established itself as a key player in the global vaccine field since its founding in 1891, with significant contributions such as the transfer of hepatitis B vaccine technology to China [2] - The development of the HPV vaccine by Merck is rooted in a commitment to preventive medicine, emphasizing the importance of long-term efforts to ensure the vaccine's effectiveness over time [2] - The research and development of the HPV vaccine also benefited from Chinese scientific advancements, particularly the breakthroughs achieved by Chinese scientist Dr. Zhou Jian in the 1990s [2] Group 3 - As of May 2025, Merck's nine-valent HPV vaccine has been administered over 400 million doses globally, covering 112 countries, and has protected over 33 million eligible women in China since its approval in 2018 [3] - Long-term monitoring in countries like Australia has shown significant reductions in the incidence of HPV-related diseases following the implementation of vaccination programs, reinforcing the vaccine's effectiveness [3] - The stability of safety and efficacy data across different regions and time periods is a critical factor for healthcare providers and parents when choosing vaccines [3] Group 4 - Merck's Gardasil®9 utilizes a more mature yeast expression system, which enhances immunogenicity and reduces contamination risks, providing dual assurance of safety and efficacy [4] - The HPV vaccine market is transitioning from a "single supply" to "multiple competition," with Merck leveraging its extensive clinical data and global experience to offer reliable options for diverse consumer needs [4]

Investment Rating - The report does not explicitly provide an investment rating for the wearable health monitoring devices industry Core Insights - The wearable health monitoring devices industry in China is transitioning from basic step counting to medical-grade monitoring, driven by hardware innovation and data intelligence [2] - The demand for precise health monitoring is increasing, particularly due to the aging population and rising chronic disease rates, which is propelling the growth of wearable health monitoring devices [2][23] - The industry is characterized by a dual-track competition between medical companies and technology giants, with companies like Ji'an and Leshi leading the medical-grade sector, while Huawei, Apple, and Xiaomi dominate the consumer-grade market [3][4] Summary by Sections Overview - Wearable health monitoring devices are multifunctional technology devices that collect physiological data to support health management, categorized into consumer-grade and medical-grade products [2][10] - The industry has established a policy support system that integrates technological innovation, standardization, and application scenarios, providing a comprehensive framework for development [2] Market Demand - The aging population in China is expected to reach 380 million by 2030, creating a strong need for real-time health monitoring solutions that wearable devices can provide [23][26] - The prevalence of chronic diseases is rising, further increasing the demand for continuous health monitoring [26] Market Size - The market for wearable health monitoring devices in China is projected to grow from 1,400.2 billion yuan in 2020 to 2,230.2 billion yuan by 2029, with a compound annual growth rate (CAGR) of 7.0% from 2025 to 2029 [31][33] - The market experienced a decline in 2022 due to high base effects and global economic pressures, but is expected to recover with policy support and technological advancements [33] Industry Chain Analysis - The industry chain consists of upstream hardware and software suppliers, midstream manufacturers, and downstream sales channels that reach end-users [37][40] - The sensor market is expected to grow at a CAGR of 15.0% over the next three years, highlighting the importance of sensor technology in wearable devices [42][44] Competitive Landscape - The competition in the wearable health monitoring devices market is intensifying, with a convergence of consumer-grade and medical-grade products [74][76] - Medical companies are leveraging their expertise to enter the consumer market, while technology companies are enhancing their health monitoring capabilities to penetrate the medical sector [76]