2025年7月10日， 杭州舒雅齐医学科技有限公司 宣布完成来自 时代天使集团 的战略投资。此次交易完成 后， 时代天使将持有舒雅齐35%的股份 ，汉斯夫（杭州）医学科技有限公司继续 持有65%的股份 。双方表 示，将在保持品牌独立运营的基础上，实现资源协同，共同探索创新合作模式。 此次战略投资的具体金额未披露。根据公开信息，双方合作的重点在于 强化舒雅齐的医学服务能力，提升其 在新兴市场的服务覆盖与技术支持能力 。 # 关于 舒雅齐 公司产品线包括 "经典版"和"星空版"隐形矫治器 ，分别适用于不同类型的牙齿畸形病例。舒雅齐的产品主要 应用于青少年及成人轻中度牙齿错颌畸形矫治，已在多个新兴市场区域实现规模化应用。 思宇年度活动回顾： 首届全球眼科大会 | 首届全球骨科大会 | 首届全球心血管大会 | 首届全球医美科技大会 即将召开： 2025年7月17日，第二届全球医疗科技大会 杭州舒雅齐医学科技有限公司 成立于2025年4月30日，总部位于浙江省杭州市余杭区，是一家专注于口腔正 畸服务的医疗科技公司。公司主营业务涵盖 正畸类口腔医疗器械 产品的研发、生产和销售，致力于为牙医提 供数字化、高性价比的隐形矫治 ...

Core Insights - The Huishan Economic and Technological Development Zone is experiencing significant growth in various industries, particularly in robotics, healthcare, and advanced manufacturing, showcasing its strong investment attraction capabilities [1][2][3]. Investment and Economic Development - In the past year, Huishan Economic Zone has attracted 22 projects with investments exceeding 100 million yuan, totaling an expected investment of 183 billion yuan [2]. - Since 2022, the zone has successfully landed 103 projects with total investments surpassing 824 billion yuan [2]. - The establishment of a market-oriented state-owned investment company has facilitated the signing of 10 projects worth nearly 3 billion yuan upon its inception [2]. Industry Growth and Innovation - The zone has developed a robust industrial framework with four main sectors: new energy, biomedicine, automotive components, and high-end equipment, generating an annual output value of 146 billion yuan [3][6]. - Star Drive Technology, a notable project, achieved a remarkable timeline from signing to production within a year, highlighting the zone's efficient investment environment [4]. Emerging Technologies and Future Industries - The Huishan Economic Zone is focusing on future industries such as artificial intelligence, humanoid robots, quantum technology, and hydrogen energy, with 78 projects expected to attract over 245 billion yuan in investments [7][8]. - The Huishan Cloud International Intelligent Computing Center has been recognized as a leading project in Jiangsu Province, with a computing power scale of 1000 PFlops [8][9]. Notable Companies and Projects - Companies like Times Angel, a leader in orthodontics, and the Hongguang Optoelectronics Industrial Base, are contributing to the zone's industrial strength [5][6]. - The domestic first eldercare robot, "Big Head A Liang," has undergone five generations of upgrades, showcasing the zone's commitment to innovation in robotics [7].

Core Insights - The acquisition of a 35% stake in Hangzhou Shuyaqi Medical Technology by Times Angel signifies a strategic move to enhance market positioning amid increasing competition in the orthodontic industry [1][4] - This transaction reflects a broader trend of industry consolidation and the evolution of competitive dynamics within the orthodontic market [4][5] Group 1: Strategic Positioning - The acquisition is not merely a financial maneuver but a strategic positioning to enhance business synergy, market defense, and international expansion [2][3] - Times Angel aims to complement its product line by integrating Shuyaqi's offerings, which include a comprehensive range of orthodontic solutions and digital equipment [2][3] - The pricing strategy of Shuyaqi's products, which are significantly lower than Times Angel's, allows for a dual-brand strategy that targets both high-end and mid-range markets [2][3] Group 2: Market Dynamics - The competitive landscape is shifting, with Times Angel maintaining a leading position in the Chinese market but experiencing a slowdown in growth, with a 3.2% year-on-year increase in case numbers [3][4] - The acquisition serves as a defensive strategy against potential competition from Hanseph's "Aorishi" brand, which has introduced similar orthodontic products [3][4] - The international market is also a focus, with Times Angel's international case numbers reaching 140,000 in 2024, representing 39% of total cases, indicating a significant global presence [3][4] Group 3: Industry Evolution - The acquisition is expected to accelerate the integration process within the orthodontic market, potentially leading to increased merger and acquisition activity [4][5] - The competition is evolving from a focus on individual product performance to a comprehensive ecosystem that includes devices, materials, and software [5][6] - The selection of Shuyaqi, a newly established company, by a market leader highlights the importance of technological innovation and integration within the industry [5][6]

口腔正畸，简单来说就是调整牙齿和颌骨的位置，让它们更加整齐、协调。并不是所有的牙齿矫正都能 够等等再说，对于那些影响颅颌面发育的情况，则需要尽早矫治。 这些情况需早期矫治 明显的牙齿排列问题比如"地包天"即下牙包上牙、"龅牙"、开颌（前牙或后牙在垂直方向上不能咬合） 等。这些问题不仅影响美观，还可能影响咀嚼功能和口腔健康。 不良口腔习惯长期用嘴呼吸、咬手指、吐舌头等不良习惯，会影响牙齿和颌骨的正常发育，导致牙齿排 列不齐、影响颌骨发育异常等问题。 乳牙早失或滞留乳牙过早脱落或迟迟不掉，会影响恒牙的正常萌出和排列。 上下颌骨发育异常比如"月牙脸"、下颌后缩等，这些问题可能导致面部轮廓不协调，影响美观和自信。 如何选择适合的矫治器 活动矫治器、功能矫治器对于一些牙齿排列问题、不良习惯及上下颌骨发育异常，可以使用活动矫治 器、功能矫治器，引导牙齿和颌骨向正常位置发育。 固定矫治器对于一些牙齿排列问题，需要使用固定矫治器。这种矫治器通过弓丝和托槽将牙齿固定在正 确位置，逐渐调整牙齿排列。 隐形矫治器使用透明牙套逐步移动牙齿。这种方法较为美观，但需要患者有良好的自律性，坚持佩戴。 牙齿正畸并非越早越好 需要注意的是，早 ...

内容概要：口腔医疗设备，是指专门生产并（或）提供给有资格的人员在牙科学临床及（或）其相关操 作步骤中使用的各种设备、机器、仪器及附件的总称。近些年来，随着国内人口老龄化以及人均可支配 收入的不断提高，群众口腔保健意识日益增强，我国口腔医疗服务需求日益增长，带动全国口腔医疗设 备市场进入快速增长阶段。数据显示，2024年我国口腔医疗设备市场规模已从2020年的223亿元增长至 412亿元，期内年均复合增长率达到16.59%；根据市场预测，2025年国内口腔医疗设备市场规模有望达 到479亿元。 相关上市企业：新华医疗（600587）；美亚光电（002690）；时代天使（06699）；正海生物 （300653）；奥精医疗（688613）；康众医疗（688607）等 相关企业：北京朗视仪器股份有限公司；卡瓦盛邦（上海）牙科医疗器械有限公司；国药口腔医疗器械 （上海）有限公司；广州柏德口腔医疗集团有限公司；珠海拜瑞口腔医疗股份有限公司；山东沪鸽口腔 医疗集团有限公司；深圳市家鸿口腔医疗股份有限公司；江西致恩口腔医疗集团有限公司；成都骅光医 疗器械有限公司；上海博恩登特科技有限公司；西诺医疗器械集团有限公司等 关键词： ...

Envista (NVST) 2025 Conference May 28, 2025 01:50 PM ET Speaker0 We'll get going. Jon Block from Stifel. Good to see everyone again for the afternoon. And for our next session, we're excited to be rejoined by Envista's CEO, Paul Keel. Paul, thanks for coming. I'm sure you remember you were appointed CEO at Envista a little over a year ago and you did me a huge favor because we were really hoping Envista was going to come. You only had a month or so on the job and you still attended Jaws and Paul. So I'll st ...

Core Viewpoint - The company has demonstrated strong growth in both domestic and international markets, with significant increases in revenue and profit, particularly driven by overseas expansion and innovative strategies [1][2]. Financial Performance - In 2024, the company achieved total revenue of 1.932 billion yuan, a year-on-year increase of 28.2%, and a net profit attributable to shareholders of 87.08 million yuan, up 60.88% [1]. - Operating cash flow was 122 million yuan, reflecting a decline of 26.69% year-on-year [1]. Market Position and Growth - The company maintains a leading position in the Chinese invisible orthodontics market, with domestic revenue reaching 1.354 billion yuan, a growth of 1.76% [1]. - International revenue surged to 579 million yuan, marking a substantial increase of 298.91%, highlighting the international market as a key growth driver [1]. Business Expansion - The total number of invisible orthodontic cases reached 359,400, representing a year-on-year growth of 46.7% [1]. - Domestic cases accounted for approximately 219,000, growing by 3.2%, while overseas cases skyrocketed from 33,000 in 2023 to 141,000 in 2024, a growth of 326% [1]. Revenue Breakdown - Revenue from invisible orthodontic solutions was 1.292 billion yuan, a slight decline of 1.3%, attributed to a strategy focused on lower-tier markets [1]. - Revenue from the sale of invisible orthodontic devices reached 532 million yuan, a remarkable increase of 397.8%, driven by overseas business expansion [1]. Globalization and Localization - The company’s global business is rapidly expanding, with operations in over 50 countries, emphasizing high-quality medical design support and stable delivery cycles [2]. - A new manufacturing facility is set to be established in Milwaukee, Wisconsin, enhancing local production capabilities and utilizing advanced 3D printing technology [2]. Innovation and Digital Transformation - In 2024, the company introduced various digital tools to enhance treatment precision and is advancing smart manufacturing to improve production efficiency [2]. - Upgrades to multiple product lines aim to enhance product quality and strengthen brand competitiveness [2]. Profit Forecast - Revenue projections for 2025-2027 are estimated at 2.290 billion yuan, 2.726 billion yuan, and 3.225 billion yuan, respectively, with net profits expected to be 88 million yuan, 151 million yuan, and 269 million yuan [3].

□ 本报记者喻婷李楠段丽娟 5月17日，松佰牙科集团与惠山经开区达成合作协议。作为国内最大的线上线下（300959）一体化牙科 专业产品及服务提供商，松佰牙科计划总投资1亿美元，把总部及上市主体整体搬迁至惠山经开区，助 力惠山打造富有竞争力的"长三角牙谷"品牌。 近年来，惠山经开区加快引领生命健康产业细分赛道集群发展，围绕正畸、种植、修复三大产业链，推 动一批口腔医疗创新项目快速孵化、裂变成长，擦亮"长三角牙谷"产业品牌，年产业规模突破30亿元， 成为长三角地区唯一的口腔医疗产业集聚区。 一颗牙，何以"撬"动长三角产业新格局？激烈竞争之中，惠山又将怎样落子布局？ 产业集聚，筑牢发展根基 口腔健康与亿万人的生活直接联系，口腔医疗市场规模日益庞大。据预测，至今年底，我国口腔医疗行 业市场规模将达2500亿元；预计到2030年，口腔产业规模达5000亿元。 在惠山，口腔医疗产业的发展齿轮于2009年悄然转动。彼时，无锡(惠山)生命科技产业园正式开园，瞄 准现代医疗器械、高端生物医药、前沿精准医学三大主导产业靶向发力，其中就包含口腔医疗器械产 业。园区地处长三角中心腹地，区位交通条件优越、产业配套成熟完备，更有惠山经 ...

Core Viewpoint - Angelalign is a leading provider of clear aligner treatment solutions in China, maintaining a strong market position and robust revenue growth, with a target price of HK$69.55 per share and a BUY rating initiated [1][3] Group 1: Domestic Market Performance - Angelalign has held the No.1 market share in China's clear aligner market for four consecutive years since 2021, with a 42% market share in 2023 [1] - The company achieved a revenue CAGR of 23.8% from 2019 to 2024, with expectations of an 18.0% CAGR for 2024-27E [1] - Despite macroeconomic headwinds, Angelalign's domestic case volume increased by 3.2% YoY in 2024, supported by expansion into lower-tier cities and the children/adolescents market [1] Group 2: Global Expansion and Profitability - The global clear aligner market is projected to grow from US$6.5 billion in 2024 to US$32 billion by 2030E, representing a CAGR of 30.7% [2] - Angelalign's overseas cases reached 140,700 in 2024, generating US$81 million in revenue, accounting for 30% of total revenue [2] - The company has adopted a "localized operations + M&A" model to establish a global supply chain and local teams, focusing on key markets like Europe and Brazil [2] Group 3: Technological Innovation - Angelalign invests heavily in R&D, maintaining a comprehensive product portfolio and an advanced digital orthodontic platform [3] - The iOrtho platform and digital tools enhance doctor efficiency and loyalty, creating high competitive barriers [3] - The company is expected to achieve a 42.8% overseas revenue CAGR from 2024-27E, while projecting a 3.3% domestic revenue CAGR during the same period [3]

转自：前瞻产业研究院 行业主要上市公司：通策医疗(600763.SH);时代天使(06699.HK);可恩口腔(830938.NQ);蓝天口腔 (873101.NQ);正海生物(300653.SZ)等 本文核心数据：细口腔医疗分市场竞争格局;口腔医疗耗材市场竞争格局 1、中国口腔医疗细分市场竞争格局 中国口腔医疗细分市场中，口腔医疗耗材领域主要企业包括：时代天使、奥精医疗以及现代牙科;口腔 医疗器械领域主要企业包括：美亚光电、先临三维、新华医疗;口腔医疗药品领域主要企业包括：生化 制药、南粤药业、恒生制药;口腔医疗服务领域主要企业包括：通策医疗、可恩口腔以及蓝天口腔。 2、中国口腔医疗行业区域竞争格局 从我国口腔医疗产业链企业区域分布来看，广东、山东、江苏等地区是我国口腔医疗行业分布较为集中 的地区，其中，广东分布最为集中。 3、中国口腔医疗耗材市场竞争格局-种植牙 高端市场种植牙市场主要由士卓曼、登士、诺贝尔等欧美企业占领，中低端市场主要由奥齿泰、登腾等 韩国企业占领，国产品牌在产品临床应用时间长度和品牌建设方面缺乏积累，在材科运用、表层处理工 艺以及稳定性方面与进口产品存在较大差距。 4、中国口腔医疗耗材 ...