文｜动脉网 一款市场青睐的医疗器械发出断供警告。 近期，全国多地医生表示："戈尔公司（W. L. Gore &Associates）推出的Viabahn覆膜支架供应越来越紧 张，临床遇到紧急病例时，医生只能申请临时采购。" 但是，由于Viabahn覆膜支架在第五批国家组织高值医用耗材集中带量采购中落选，供应商对其库存投 入更谨慎，医疗机构发起临时采购时常面临缺乏现货、只能调货的情况。而调货通常需要1-2周，十分 影响临床应用。 据了解，Viabahn覆膜支架是一款戈尔公司研发推出的自膨式外周血管覆膜支架系统，主要用于治疗外 周动脉疾病（如股腘动脉、髂动脉病变）和主动脉分支重建等复杂血管病变。 根据报量信息看，全国医疗机构对下肢动脉支架的年度采购需求量为12.3万个，约占全年需求的90%。 其中，戈尔的外周动脉支架需求量为18476个，在医疗机构报量需求中排名第三。而国产外周动脉支架 的报量仅占总需求量的1.8%，市场占有率极低。外周动脉血管支架市场几乎为外资品牌垄断。 （全国医疗机构对下肢动脉支架的年度采购需求量） 集采时，戈尔由于第一轮报价超出最高有效申报价，第二轮未参与报价，而在本次集采中落选。这也意 味 ...

一款市场青睐的医疗器械发出断供警告。 近期，全国多地医生表示："戈尔公司（W. L. Gore & Associates）推出的Viabahn覆膜支架供应越来越紧张，临床遇到紧急病例时，医生只能申请临时采 购。" 但是，由于Viabahn覆膜支架在第五批国家组织高值医用耗材集中带量采购中落选，供应商对其库存投入更谨慎，医疗机构发起临时采购时常面临缺乏现 货、只能调货的情况。而调货通常需要1-2周，十分影响临床应用。 据了解，Viabahn覆膜支架是一款戈尔公司研发推出的自膨式外周血管覆膜支架系统，主要用于治疗外周动脉疾病（如股腘动脉、髂动脉病变）和主动脉 分支重建等复杂血管病变。 根据报量信息看，全国医疗机构对下肢动脉支架的年度采购需求量为12.3万个，约占全年需求的90%。 其中，戈尔的外周动脉支架需求量为18476个，在医疗机构报量需求中排名第三。而国产外周动脉支架的报量仅占总需求量的1.8%，市场占有率极低。外 周动脉血管支架市场几乎为外资品牌垄断。 （全国医疗机构对下肢动脉支架的年度采购需求量） 集采时，戈尔由于第一轮报价超出最高有效申报价，第二轮未参与报价，而在本次集采中落选。这也意味着戈尔主动放弃 ...

Group 1 - The Sichuan Provincial Medical Security Bureau has officially included cochlear implantation surgery and cochlear implants in the basic medical insurance payment scope starting from June 1 [1][2] - The cost for patients undergoing cochlear implantation will significantly decrease from over 200,000 yuan to around 30,000 yuan, alleviating the financial burden on families of hearing-impaired patients [1][2] - The policy applies to insured individuals diagnosed with bilateral severe or profound hearing loss who cannot improve their hearing and speech understanding through hearing aids or other devices [1] Group 2 - The fifth batch of national centralized procurement for high-value medical consumables will include cochlear implants and peripheral vascular stents, with the average price for a set of cochlear implants dropping from over 200,000 yuan to approximately 50,000 yuan [2] - The Sichuan Medical Security Bureau aims to further reduce the medical expenses for insured individuals by incorporating cochlear implantation surgery and cochlear implants into the insurance payment scope [2]

Core Viewpoint - In 2024, Kailitai (300326) reported a revenue of 985 million yuan, a year-on-year increase of 2.96%, but a net profit attributable to shareholders of -106 million yuan, indicating challenges in profitability amidst ongoing healthcare reforms [1][2]. Group 1: Financial Performance - The company achieved a revenue of 985 million yuan in 2024, reflecting a 2.96% increase compared to the previous year [1]. - The net profit attributable to shareholders was -106 million yuan, indicating a loss [1]. - The sales revenue from vertebroplasty business was 276.18 million yuan, while trauma or spinal orthopedic implants generated 64.49 million yuan, with a slight increase in gross margin [1]. Group 2: Business Segments - The low-temperature radiofrequency (energy platform) business reported sales revenue of 218.74 million yuan, marking a 10.48% increase from the previous year [1]. - The medical device trading business generated sales revenue of 142.59 million yuan [1]. - The disinfection and sterilization services achieved sales revenue of 260.74 million yuan, with a year-on-year increase of 21.88% and stable gross margin [1]. Group 3: R&D and Innovation - The company invested in multiple new product developments, with a total of 45 patents authorized during the reporting period, including 10 invention patents [2]. - Total R&D expenditure was 43.98 million yuan, accounting for 4.47% of the revenue [2]. - The company aims to transition from technology following to technology innovation and leadership in orthopedic medical devices [2]. Group 4: Strategic Investments - The company is pursuing a dual strategy of organic growth and external acquisitions to enhance its competitive position in the orthopedic medical device sector [2]. - Investments were made in Dongzhi Medical, Vertebral Medical Technology (Shanghai) Co., Ltd., and Shanghai Shuo Pu Technology Co., Ltd. to strengthen its focus on the orthopedic field [2]. - The company is leveraging its capital operation advantages to integrate industry resources and build a multi-layered industrial chain layout [2].