21世纪经济报道记者 唐唯珂 报道 第六批耗材国采拉开帷幕。 11月7日，北京市医保局发布《关于开展药物涂层球囊类、泌尿介入类医用耗材采购需求填报工作的通 知》，标志着第六批国家组织高值医用耗材集中采购正式进入采购需求量填报阶段。作为继人工关节、 冠脉支架等品类之后的又一重要集采动作，此次聚焦两大临床刚需领域，叠加创新采购规则的落地，将 对百亿级市场版图重构、国产替代进程及行业高质量发展产生深远影响。 对于企业而言，需求填报的启动意味着集采竞争进入倒计时。"近期的工作集中在结合各省份的临床需 求数据、过往集采中标情况，测算合理的报价区间。" 国内某头部医疗器械企业销售负责人向21世纪经 济报道记者表示，"目前业内开始认可，逐渐集采不是'价格战'，而是'性价比战'，企业端需要在保证利 润空间的前提下，报出有竞争力的价格，同时通过规模效应降低生产成本。" "稳临床、保创新" 本次集采明确锁定药物涂层球囊与泌尿介入两大类高值医用耗材，覆盖范围与筛选逻辑充分贴合临床实 际需求。 其中，药物涂层球囊细分为冠状动脉及外周血管用等多个细分品种，全面覆盖心血管疾病介入治疗核心 场景；泌尿介入类则从前期规划的25类精简至输尿管 ...

Company Overview - IFBH is a Thai beverage company founded in 2013, focusing on the Greater China market with its brands if and Innococo, targeting different market needs [2] - The company has a significant market presence, with 92.4% of sales from mainland China, 4.6% from Hong Kong, and 3.0% from other regions [2] Industry Insights - The coconut water beverage industry is experiencing strong growth globally, particularly in the Greater China region, which leads the world in growth rates [5] - The global coconut water beverage market is projected to grow at a compound annual growth rate (CAGR) of 14.7% from 2019 to 2024, and 11.1% from 2024 to 2029 [5] - In 2024, China's retail sales of coconut water beverages are expected to account for 21.9% of the global total, with the Greater China region showing a CAGR of 60.8% from 2019 to 2024 [5] Market Position - IFBH has maintained the leading market share in mainland China for five consecutive years, reaching 34% in 2024, significantly surpassing its closest competitor [5] - The company also leads the Hong Kong market with a 60% share and ranks second globally with a 7.5% market share [5] - In 2024, IFBH's retail sales growth rate was the highest among the top five coconut water beverage companies globally and in China, at 81% [5] Business Strategy - IFBH employs a light-asset model, focusing on supply chain management and outsourcing production to ensure product quality while minimizing costs [6] - The company plans to expand its global footprint, targeting markets in Australia, the Americas, and Southeast Asia, while introducing innovative products like sparkling coconut water and coconut coffee [6] Financial Projections - Revenue forecasts for IFBH from 2025 to 2027 are $212 million, $275 million, and $344 million, representing year-on-year growth rates of 34.52%, 29.66%, and 24.96% respectively [7] - Net profit projections for the same period are $44 million, $57 million, and $71 million, with growth rates of 31.73%, 29.16%, and 25.23% [7] - The price-to-earnings ratios for 2025 are projected at 30.42, 23.55, and 18.81 for the subsequent years [8]