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迈胜医疗田源:中国高端医疗设备迎发展机遇,国际化成突围关键
Jin Rong Jie· 2025-12-28 04:19
迈胜医疗的发展路径,折射出中国医疗器械市场持续扩容的强劲驱动力。据中国物流与采购联合会医疗器械供应链分会最新数据,2025年中国医疗器械市场 规模预计达1.22万亿元。近年来,中国医疗器械市场规模逐年攀升,已跃升为全球第二大市场。专家预计到2035年,这一市场规模将达到1.81万亿元。 "当前中国医疗设备产业正处于国产化中期、国际化初期的关键发展阶段。"田源给出了整体判断。近十年来,以上海联影、迈瑞医疗及迈胜医疗为代表的本 土企业迅速崛起,在CT磁共振、集成化质子设备等细分领域实现突破,国产设备已占据大部分市场份额。 "但不容忽视的是,在高端产品赛道,跨国公司仍占据一定优势,且当前全球前20大医疗器械企业中尚无中国企业身影,这与中国在汽车、光伏等行业的全 球地位形成鲜明对比。"田源指出。 12月26日,由金融界主办的"启航·2025金融年会"系列活动在北京成功举办。作为年会重磅环节之一,"启航·2025上市公司高质量发展年会"以"穿越周期,韧 性成长"为主题,来自监管部门、行业协会、金融机构等相关领导和重磅嘉宾,以及来自200余家上市公司的优秀企业代表齐聚一堂,共话发展路径,为资本 市场高质量发展赋能,为中国 ...
营收增长超70%!联影第三季度财报发布
思宇MedTech· 2025-10-31 03:58
Core Viewpoint - The article highlights the significant growth of United Imaging Healthcare in the high-end imaging equipment sector, indicating a transition from domestic competition to becoming a global benchmark in the industry [2][12]. Financial Performance - In Q3 2025, the company achieved revenue of approximately 2.843 billion yuan, representing a year-on-year increase of about 75.41% [8]. - For the first three quarters of 2025, total revenue reached approximately 8.859 billion yuan, with a year-on-year growth of about 27.39% [8]. - The net profit attributable to shareholders for the first three quarters was approximately 1.120 billion yuan, reflecting a year-on-year increase of about 66.91% [8]. - The net profit after deducting non-recurring gains and losses was approximately 1.053 billion yuan, showing a remarkable year-on-year growth of about 126.94% [8]. Product and Business Drivers - The company’s main products include MR, CT, PET/CT, XR, and linear accelerators, with recent launches of several globally innovative or domestically first devices, such as silicon carbide MRI and long-axis PET/CT [5]. - The acceleration of high-end equipment deployment has significantly contributed to the company's revenue growth [5]. International Expansion - During the reporting period, the company made significant breakthroughs in key markets such as North America, Europe, Southeast Asia, and Latin America, with products now covering over 90 countries and regions [6]. - The company serves more than 15,700 institutions globally, enhancing its international competitive capability [6]. Market Structure Improvement - The company has seen an increase in market share in several high-end imaging equipment segments, indicating a shift from mid-range to high-end and solution-oriented devices [9]. Strategic Perspective - United Imaging Healthcare is currently in a critical strategic enhancement phase, transitioning from merely product delivery to becoming a comprehensive medical imaging service provider [11]. - This strategic shift aims to secure a deeper position within the global healthcare system [11]. Conclusion - Overall, the Q3 report demonstrates strong growth momentum for United Imaging Healthcare, with significant revenue increases, improved profitability, and accelerated deployment of high-end products [12]. - Future focus areas include sustaining growth momentum, particularly in high-end equipment delivery, overseas service network establishment, and deep collaborations with hospitals [12].
【立方招采通】河南艺术中心2487万元音响设备采购项目招标/郸城县中医院发布超1亿元医疗设备采购意向
Sou Hu Cai Jing· 2025-05-09 10:21
Group 1: Project Highlights - The article highlights several procurement projects including engineering construction, medical equipment, business services, and financial services [1][2] - Key projects to focus on include the sound equipment procurement for the Henan Art Center and the medical equipment purchase for the Dan County Traditional Chinese Medicine Hospital [1] Group 2: Henan Art Center Sound Equipment Procurement - The procurement method for the Henan Art Center sound equipment project is open bidding with a budget of approximately 24.87 million yuan [2] - The project involves upgrading the sound amplification system, tuning system, and microphone system for the main theater, small theater, and concert hall [2] - The deadline for bid submission is June 3, 2025, at 09:00 [2] Group 3: Dan County Traditional Chinese Medicine Hospital Equipment Purchase - The Dan County Traditional Chinese Medicine Hospital plans to purchase 61 sets of medical equipment with a budget of about 111 million yuan [2] - The equipment includes traditional Chinese rehabilitation therapy devices, linear accelerators, CT scanners, color Dopplers, treatment devices, monitors, and ventilators, along with a smart hospital network system [2] - The expected procurement time is June 2025 [2] Group 4: Other Notable Projects - The Zhengzhou Natural Resources and Planning Bureau is conducting a detailed planning framework agreement procurement project with a budget of 25 million yuan [3] - The Henan Children's Hospital is seeking medical liability insurance through an open bidding process [3] - The New Xiang Vocational Technical College is initiating a construction project for a virtual simulation training base [3]
医疗设备步入寒冬
投资界· 2024-12-17 00:39
以下文章来源于动脉网 ,作者赵泓维 作者 | 赵泓维 来源 | 动脉网 (ID:vcbeat) 医疗设备厂商的日子近来不太好过。 国信证券的一份调研报告显示:2024年上半年全国医疗设备中标总金额仅为520亿元, 同比降幅高达35%。 动脉网 . 动脉网(www.vbdata.cn)聚焦于技术驱动下生命健康领域产业创新和变革的报道与研究。 设备销量放缓。 其中,磁共振、CT、超声、内窥镜、监护设备的形势尤为严峻,以上品类中标金额分别 为65亿、65亿、60亿、45亿和10亿;对应降幅-40%、-40%、-40%、-50% 和-50%,每一类设备的销量都几近腰斩。 2023Q1-2024Q2医疗设备重要品类中标金额情况(单位:亿元;数据来源:国信证 券) 宏观下的萧条给予了每一家企业同等体验。无论国产龙头迈瑞联影,还是跨国巨擘 GPS,这半年间交出的答卷都不尽如人意。 如今凛冬已至,医学设备的转机还有多远? 设备销量放缓,企业到底承了多少压? 医疗设备市场急速缩紧背后,一个最为明显的原因是2023年年中开启的医药反腐风暴。 作为此次行动的重灾区,医疗器械相关的违法操作层出不穷。很多医院管理者通过虚报 费用、收受 ...