大型影像设备招标采购跟踪-常规装备势如破竹，高端产品 锋芒毕露 20251023 摘要 2025 年 1-9 月，磁共振设备市场同比增长 70%，中标金额增长 67%，超声设备采购金额同比增长 61%，采购量同比增长 75%，表明 市场整体复苏态势明显，但各细分领域增速存在差异。 国产放射影像设备市场份额从 2019 年的 12%增至 2025 年 7 月的 37%，受益于集采政策倾斜，预计"十五五"期间国产化率将继续提升， 但国产设备单价相对较低，高端产品认可度提升是关键。 CT 设备市场在 2024 年受政策影响下滑，但年底已回暖，2025 年 1-7 月销售额同比增长 31%。联影作为国产 CT 龙头，占据 20%的销售额市 占率和 25%-30%的销量市占率，东软通过价格策略快速提升市占率。 联影医疗的回款周期通常为两个季度，而迈瑞因市场寒冬延长至三个季 度。联影高端 CT 如 UCT 960 和 860 销量增加，Atlas Pro 销售额占比 进入前十，客单价接近 GPS 高端产品线，达 1,804 万元。 分子影像设备市场规模在 2025 年 1-7 月已达 22 亿元，高于往年水平。 联影在 ...

Core Insights - The report highlights the growth in the domestic financial market, with major indices showing positive performance, indicating a bullish sentiment among investors [4][12]. - Key macroeconomic indicators suggest a robust recovery, with retail and catering sales increasing by 6.3% year-on-year during the holiday period [6]. - The report emphasizes the importance of technological advancements, particularly in the fields of AI and medical devices, which are expected to drive future growth [8]. Industry Dynamics - The Ministry of Industry and Information Technology plans to enhance the development of general and industry-specific large models, accelerating the construction of high-quality datasets in the industrial sector [6]. - Breakthrough devices such as Elon Musk's brain-machine interface have received FDA approval, positively impacting related stocks like Mindray (688273) and Aipeng Medical (300753) [8]. - The U.S. has implemented tariffs on auto parts, while maintaining zero tariffs with Mexico, affecting companies like Jinrong Tianyu (300988) and Kaizhong Co., Ltd. (603037) [8]. Company Focus - Weir Shares (603501) is focusing on the CIS and automotive chip sectors, with automotive CIS revenue accounting for over 80% of its image sensor business, and a 37% year-on-year increase in automotive analog chip revenue [10]. - Sanhua Intelligent Controls (002050) leads the global market for core refrigeration and air conditioning components, benefiting from policies encouraging upgrades and stable demand [10]. - United Imaging Healthcare (688271) continues to lead in market share for core product lines such as CT, MR, MI, and X-ray, with a significant increase in market share for radiation therapy equipment orders, rising 8 percentage points year-on-year to rank third in the industry [10]. Market Review and Outlook - On May 6, the total trading volume in the two markets reached 13.362 trillion yuan, with 4,702 stocks rising and 373 falling, indicating a strong market performance [12]. - The report notes that the three major indices opened high and closed at their daily peaks, with small-cap stocks leading the gains, suggesting a healthy market environment for further growth [12]. - Key sectors such as metals and controlled nuclear fusion saw significant gains, while sectors like banking and tourism lagged behind, indicating a shift in investor interest [12].