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医疗器械加速中:十大高增长市场的真实图景
思宇MedTech· 2026-01-01 03:30
Core Viewpoint - The medical device sector is becoming one of the most certain and continuously evolving segments within the healthcare system, with ten related markets entering an acceleration phase due to clinical demand, payment logic, and technological maturity [2]. Summary by Relevant Sections Accelerating Medical Device Markets - Ten medical device markets are identified as entering an acceleration phase, indicating a significant shift in how medical services are provided, executed, and managed [2][3]. Market Growth Projections - **Disposable Endoscopes Market**: Expected to grow from $840 million in 2024 to $2.67 billion by 2030, with a CAGR of 22.9% [5]. - **Dental 3D Printing Market**: Projected to increase from $3.4 billion in 2024 to $10.06 billion by 2030, with a CAGR of 20.5% [6]. - **Surgical Imaging Market**: Anticipated to rise from $3.9 billion in 2023 to $12.2 billion by 2030, with a CAGR of 17.6% [7]. - **Surgical Robots Market**: Expected to grow from $9.6 billion in 2023 to $23.7 billion by 2029, with a CAGR of 16.5% [8]. - **Medical Robots Market**: Projected to increase from $13.8 billion in 2023 to $33.8 billion by 2029, with a CAGR of 16.1% [9]. - **Minimally Invasive Surgery Market**: Expected to grow from $81.65 billion in 2024 to $199.3 billion by 2030, with a CAGR of 16.1% [10]. - **Surgical Instrument Tracking System Market**: Anticipated to rise from $31.4 million in 2024 to $75.1 million by 2030, with a CAGR of 15.2% [12]. - **Autoinjectors Market**: Expected to grow from $1.08 billion in 2024 to $3.02 billion by 2030, with a CAGR of 13.6% [14]. - **Medical Aesthetics Market**: Projected to increase from $17.16 billion in 2024 to $35.32 billion by 2030, with a CAGR of 12.8% [15]. - **Diabetes Care Devices Market**: Expected to grow from $34.3 billion in 2025 to $61.2 billion by 2030, with a CAGR of 12.3% [16]. Common Directions Behind Growth - The ten markets are not isolated; they point towards several clear trends: - Medical services are becoming "de-experienced," with devices taking over tasks previously reliant on personal experience to reduce uncertainty [18]. - Efficiency is becoming a critical consideration in payment and procurement, driving growth in imaging, tracking, and disposable products [19]. - Minimally invasive and low-invasion procedures are becoming the default assumption rather than an optional choice [19]. - Healthcare is transitioning from "single-point devices" to "systematic operations," with platform, modular, and process capabilities becoming the new core of competition [20]. Reasons for Current Acceleration - The changes are not sudden but are the result of the convergence of technological maturity, shifts in payment logic, and structural labor shortages in healthcare, leading to a focus on devices that can change operational methods [21].
鱼跃医疗股价上涨2.90% 养老基金二季度新增持仓超1亿元
Sou Hu Cai Jing· 2025-08-25 10:03
Group 1 - The stock price of Yuyue Medical is reported at 37.66 yuan, an increase of 1.06 yuan from the previous trading day, with an opening price of 37.23 yuan, a high of 38.12 yuan, and a low of 37.21 yuan, with a trading volume of 218,971 hands and a transaction amount of 826 million yuan [1] - Yuyue Medical operates in the medical device sector, focusing on the research, production, and sales of medical equipment, covering areas such as respiratory therapy, diabetes care, and infection control, aiming to deeply integrate digital technology with medical devices [1] - On August 23, the company hosted a research meeting with several institutions, including Boyuan Fund, to discuss its layout in the digital and wearable fields [1] Group 2 - In the second quarter, pension funds increased their holdings in Yuyue Medical, with a market value exceeding 100 million yuan, entering the company's top ten circulating shareholders [1] - On August 25, the net outflow of main funds was 40.90 million yuan, while the net inflow over the past five days was 73.03 million yuan [1]