转自：前瞻产业研究院 行业主要上市公司：国瓷材料(300285.SZ)、威高骨科(688161.SH)、昊海生科(688366.SH)、乐普医疗 (300003.SZ)、蓝帆医疗(002382.SZ)、心脉医疗(688016.SH)等 本文核心数据：融资事件;投对外投资布局 1、生物医用材料行业融资现状 ——融资事件汇总 2020-2025年中国生物医用材料行业融资主要事件汇总如下： | 日期 | 公司名 | 轮次 | 金额 | 投资方 | | --- | --- | --- | --- | --- | | 2025/7/11 | 摩涤生物 。 | C 轮 | 未透露 | 蓝驰创投等 | | 2025/7/4 | 健桐医疗 | 天使轮 | 未透露 | 国联集团 | | 2025/6/23 | 信立泰医疗 | 战略投资 | 1.2978 亿人民币 | 鸿猷软生物 | | 2025/2/24 | 中天长河 | A 轮 | 未透露 | 太一资本 | | 2024/11/15 | 摩涤生物 | B+轮 | 近亿人民币 | 博远资本等 | | 2024/9/9 | 融脉医疗 | B 轮 | 未透露 | 容海基金等 | ...

Core Insights - The article discusses the evolution of policies supporting the development of the biomedical materials industry in China, highlighting a shift from basic research support to industrialization, innovation-driven growth, and high-quality development [1][3]. Policy Overview - Since 2015, multiple government departments, including the State Council and the National Health Commission, have issued various policies to support and regulate the biomedical materials industry, focusing on technology development, industry upgrades, quality standards, and centralized procurement [3][4]. - Key policies include the 2024 notification on centralized procurement of high-value medical consumables, aimed at enhancing procurement efficiency and reducing costs [4][5]. - The "14th Five-Year Plan" emphasizes the development of high-end medical devices and key technologies, aiming to improve supply capabilities and address gaps in high-end medical equipment [9][10]. Development Goals - The focus is on technological innovation in high-end implantable products, such as biodegradable vascular stents and artificial joints, as well as new materials like recombinant collagen and biodegradable materials [8][9]. - The government aims to optimize approval processes, promote bulk procurement, and enhance collaboration among academia, industry, and healthcare to boost competitiveness and domestic production levels [8][10]. - By 2025, the goal is to achieve comprehensive coverage of DRG/DIP payment methods in all eligible medical institutions, ensuring a more efficient healthcare financing system [10]. Regional Policies - Various provinces have introduced policies to promote the biomedical materials industry, with a focus on centralized procurement for orthopedic implants and other high-value medical consumables [12][13]. - Cities like Beijing and Shanghai are encouraging the development of new biomedical materials and technologies, including advanced manufacturing techniques and 3D bioprinting [13][14]. - The policies aim to strengthen the local manufacturing capabilities and foster innovation in the biomedical materials sector [14][17].

Core Viewpoint - The Ministry of Industry and Information Technology and the National Medical Products Administration have announced the list of selected units for the second batch of the innovative task for biomedical materials, highlighting Jiangsu's leading position in this field with 20 projects selected, the highest in the country [1] Group 1: Project Overview - The biomedical materials innovation task aims to address critical technological challenges in the field and select the most capable innovators for focused breakthroughs in high-end medical materials [1] - Jiangsu's selected projects cover 14 categories of biomedical materials across three directions: inorganic non-metallic materials, polymer materials, and metal materials [1] Group 2: Application and Market Potential - These biomedical materials are widely used in high-value medical devices such as artificial joints, vascular stents, artificial bone repair, oral repair, and wound repair, indicating significant clinical application value and market promotion potential [1] - The increase in the number of applications and selections from Jiangsu compared to the previous round demonstrates substantial growth and potential for new growth points in the integration of new material clusters and biomedicine clusters [1] Group 3: Support and Development - Selected enterprises will receive policy support in financing, review, and registration after completing their tasks, which will accelerate the market launch process of biomedical materials and medical device products in Jiangsu [1]

Core Insights - Jiangsu province has demonstrated a leading advantage and innovative strength in the field of biomedical materials, with 20 projects successfully selected from 86 total projects in the second batch of the national "Innovation Task" initiative [1] Group 1: Project Overview - The "Innovation Task" project is a major national innovation initiative aimed at addressing critical technological challenges in the biomedical materials sector [1] - The selected projects from Jiangsu cover 14 categories of biomedical materials, including inorganic non-metallic materials, polymer materials, and metal materials [1] Group 2: Applications and Market Potential - The biomedical materials have significant clinical application value and market promotion potential, being widely used in high-value medical devices such as artificial joints, vascular stents, artificial bone repair, oral repair, and wound repair [1] - The increase in the number of applications and selections from Jiangsu indicates a substantial improvement compared to previous submissions, highlighting the province's growing capabilities in this sector [1] Group 3: Support and Development - Selected companies will receive policy support in financing, evaluation, and registration after completing their innovation tasks, which will accelerate the market launch of biomedical materials and medical device products in Jiangsu [1]

扬子晚报网 9 月 10 日讯（记者 徐兢）9 月 10 日，记者从江苏省工信厅获悉，近日，工业和信息化部、国家药品监督管理局公示了生物医用材料创新任务 揭榜挂帅（第二批）入围单位名单，江苏省20个项目成功入选，数量居全国第一，占全国总数的近1/4（全国共86项），充分彰显了江苏在生物医用材料 领域的领先优势和创新实力。 为加快我国生物医用材料研制生产及应用进程，推进生物医用材料上下游协同创新攻关，工信部、国家药监局今年联合开展了生物医用材料创新任务揭榜 挂帅（第二批）工作。江苏省工信厅会同省药监局广泛动员、精心摸排、跟进服务，申报数与入选数均较上次有大幅提升。申报企业入围揭榜单位并完成 攻关任务后，这批揭榜优胜单位后续将得到融资、审评、注册等相应政策支持，加速江苏省生物医用材料及医疗器械产品的上市进程。 三、无机非金属材料方向 校对 石伟 | 纳米羟基磷灰石 | 苏州鼎安科技有限公司 | | --- | --- | | | 常州集硕医疗器械有限公司 | | 无机非金属涂层材料 | 苏州奥芮济医疗科技有限公司 | | | 苏州英诺科医疗科技有限公司 | 江苏20个项目入选国家生物医用材料创新任务"揭榜挂帅" ...

Industry Overview - In 2022, the structure of the upstream materials in China's biomedical materials industry showed a high proportion of metal and polymer materials. By 2024, composite materials and bio-derived materials are expected to gain market share due to advancements in 3D printing technology and increased demand in the medical aesthetics sector, while metal materials, polymer materials, and medical ceramics may see slight declines in market share due to substitution effects and market competition [1][2]. Competitive Landscape - The competitive landscape of the biomedical materials industry can be divided into three tiers based on revenue: - Tier 1 companies have revenues exceeding 2 billion yuan, including companies like Lepu Medical, Haohai Biological, and Dabo Medical. - Tier 2 companies have revenues between 1 billion and 2 billion yuan, represented by Weigao Orthopedics, Xinmai Medical, and Blue Sail Medical. - Tier 3 companies have revenues below 1 billion yuan, including Guoci Materials, Bairen Medical, and Zhenghai Biological [3][6]. Business Layout Comparison - Companies such as Aojing Medical, Weigao Orthopedics, and Haohai Biological derive nearly 100% of their revenue from biomedical materials, while others have a relatively low proportion of revenue from this segment [5][6]. Business Planning and Innovation - The business planning in the biomedical materials sector is characterized by diversification, focusing on technological innovation, market expansion, and industry chain integration. Leading companies are investing in R&D and international expansion, while smaller firms are seeking breakthroughs through differentiated technologies such as regenerative medicine and 3D printing. Future competitive cores are expected to revolve around biodegradable materials, smart devices, and precision medicine [7][9]. Company-Specific Strategies - Guoci Materials focuses on new material platforms, achieving a 70% market share in nano-alumina materials for dental implants and high-end aesthetic restorations, with products entering over 20 countries [9]. - Aojing Medical specializes in regenerative repair implants, with products widely used in various surgical fields and a strong international market presence [9]. - Weigao Orthopedics is adjusting its business model to address procurement policies and is expanding into new fields such as minimally invasive spine and arthroscopic surgery [10]. - Lepu Medical's core business is cardiovascular intervention materials, with products like the NeoVas bioabsorbable stent and MemoSorb® fully degradable occluders [10]. - Xinmai Medical is focusing on drug-coated stents and has entered special review channels for innovative medical devices [10]. Revenue and Market Share Insights - The revenue of key companies in the biomedical materials sector varies significantly, with Weigao Orthopedics reporting 14.51 billion yuan from its orthopedic materials, representing 100% of its total revenue [6]. - Lepu Medical generated 33.27 billion yuan from cardiovascular system materials, accounting for 54.51% of its total revenue [6]. Future Trends - The industry is expected to see increased emphasis on biodegradable materials and smart medical devices, driven by policy support and technological advancements [7].

Core Viewpoint - The article discusses the current state and future trends of the biomedical materials industry in China, highlighting the competitive landscape and the significance of various material types in the market [1][3]. Group 1: Industry Overview - The biomedical materials industry is categorized into five main types: metal materials, polymer materials, medical ceramics, composite materials, and medical-derived materials [1]. - In 2022, metal and polymer materials held a significant share in the biomedical materials market, while composite and bio-derived materials are expected to gain market share due to technological advancements and increased demand in the medical aesthetics sector [3]. Group 2: Innovation and Competitiveness - The Ministry of Industry and Information Technology and the National Medical Products Administration have initiated a collaborative innovation task for biomedical materials, with a notable number of polymer material companies leading in the selection of innovation tasks [6]. - Companies from Beijing and Shandong provinces have shown strong competitiveness, as they have the highest number of selected units in the first batch of innovation tasks [7]. Group 3: Market Development Trends - The development trends for various types of biomedical materials in China are as follows: - Metal materials are focusing on high-strength, low-modulus, bioactive modifications, and biodegradable alloys to enhance long-term compatibility of implants and reduce the need for secondary surgeries [13]. - Polymer materials are evolving towards high functionality, smart responsive designs, and biodegradable controls to meet the precise needs of medical applications [13]. - Medical ceramics are enhancing bioactivity, nanoscale modifications, and optimizing porous structures for complex tissue engineering applications [13]. - Composite materials are centered on low-cost mass production and high-performance multifunctional integration for advanced medical devices [13]. - Medical-derived materials are transitioning from passive repair to active induction through intelligent regeneration systems, integrating personalized medicine and tissue regeneration technologies [13].

Core Insights - The Ministry of Industry and Information Technology and the National Medical Products Administration announced the second batch of selected units for the innovative task of biomedical materials, with Suzhou securing 15 positions, representing 17.4% of the national total and 75% of Jiangsu Province's entries, highlighting Suzhou's strong innovation capabilities in the biomedical materials sector [1][2]. Group 1: Innovations in Biomedical Materials - Peijia Medical's micro-nano fiber composite material was selected, showcasing its uniqueness in the valve industry and addressing critical clinical challenges in heart valve applications [1][2]. - Peijia Medical's new polymer valve technology, which uses non-biological, inorganic materials, significantly reduces production costs and is expected to have a longer lifespan than current biological valves, potentially decreasing the need for repeat surgeries [2]. - Haiwang Medical's newly developed block polyether amide resin aims to break the reliance on imported medical polymer materials, targeting a market previously dominated by French companies, with a market size exceeding 10 billion [2]. Group 2: Support for New Material Development - Suzhou has implemented the "Guidance Directory for the First Batch of Key New Material Application Demonstration," providing recognition support and financial incentives to stimulate enterprise investment in key material research [3]. - The new materials industry has emerged as Suzhou's third trillion-level industrial cluster, following electronic information and equipment manufacturing [3].

Core Viewpoint - The Ministry of Industry and Information Technology and the National Medical Products Administration have announced the second batch of selected units for the innovative task of biomedical materials, with Aojing Medical (688613.SH) leading the "degradable semi-hydrated calcium sulfate" project [1][2]. Industry Overview - Biomedical materials are referred to as the "chip of medical devices" and are crucial for the localization of high-end medical equipment. However, China faces significant challenges in the fields of degradable bone repair materials and magnesium alloys, with over 60% of the high-end bone repair materials market being occupied by imported products [1][2]. - The current market for bone repair materials is dominated by foreign companies that monopolize core technologies, leading to high prices and clinical standard dominance, which exacerbates accessibility issues for domestic patients [1]. Company Positioning - Aojing Medical is recognized as a leading enterprise in the field of mineralized collagen bone repair materials, with a strong commitment to long-term R&D investment and a multidisciplinary research team [2][3]. - The company has accumulated substantial technical reserves in key areas such as high-end regenerative medical materials and advanced manufacturing processes, and has undertaken numerous national and provincial major R&D projects [2]. Strategic Importance - The successful selection in the "revealing the list" initiative signifies national endorsement of Aojing Medical's technological route and R&D capabilities, positioning the company as a leader in the domestic high-end bone repair materials sector [3][4]. - Aojing Medical aims to collaborate with universities and hospitals to tackle key technical challenges, conduct multi-center clinical trials, and establish clinical standards, thereby shortening product launch cycles and enhancing the overall value of China's biomedical materials industry [3]. Market Potential - The market for bone repair materials in China is projected to exceed 35 billion yuan by 2030, with a domestic production rate expected to surpass 70%. The share of degradable materials is anticipated to increase from 15% to 40% [3].

Core Viewpoint - The article discusses the announcement of the second batch of selected units for the "Innovation Task of Biomedical Materials" by the Ministry of Industry and Information Technology, highlighting various innovative materials and their respective companies involved in their development [2][3]. Group 1: Polymer Materials - Key materials include Polyethylene Terephthalate, Phosphorylcholine-based Polymers, High Purity Acrylic Monomers, and High Oxygen Permeability Silicones [3][4]. - Companies involved in these materials include China Petrochemical Corporation, Weigao Group, and Jiangsu New Vision Advanced Functional Fiber Innovation Center [4][5]. - Other notable materials are Dendritic Light-sensitive Smart Materials and Anti-thrombus New Materials, with companies like Jiangsu Baisei Biotechnology and BoHui (Zhejiang) Biotechnology [3][6]. Group 2: Metal Materials - Key materials in this category include Ultra-fine Crystal Titanium Rod Wire, Porous Tantalum, Zirconium Niobium Alloys, and High-end Stainless Steel Wire [7][8]. - Companies such as Baoji Xinnuo Special Materials and Shenzhen Shigesaisi Medical Technology are involved in the production of these materials [9]. Group 3: Inorganic Non-metallic Materials - Important materials include Degradable Semi-hydrated Calcium Sulfate, Silicon Nitride Ceramics, and 3D Printing Zirconia Ceramic Inks [10][11]. - Companies like Zhongding Kairui Technology and Beijing Bansai Technology are engaged in the development of these materials [11].