The state of the coronary stent band purchasing renewal results came out on Tuesday evening, compared with the last round of collective purchasing, this succession of purchasing to participate in the medical institutions increased by 40%, the stent purchasing volume increased by 30%. The proposed winning price (including accompanying service fee) is between 730 and 848, with a maximum price increase of 76% compared with the winning price of the first round of procurement.
Meanwhile, the data show that this time the reported volume of domestic manufacturers accounted for about 70.4%, compared with 68.7% of the market share in 2020 has improved. Lepu Medical, Wicresoft Medical, Bluefan Medical and other domestic head enterprises won the bidding price ideal, Wicresoft Medical from the previous bidding 2 products increased to 3, Bluefan Medical from the previous bidding 1 product increased to 2.
Secondary market performance, Lansfan medical shares the next day a word stop, the plate briefly open after the rapid return to seal until the close.
National Gold Securities Yuan Wei November 30 research report, said the national coronary stent product band purchasing successive purchasing landing, expected manufacturers will be expected to obtain a reasonable profit margin . The future of high-value consumables in the field of medical insurance fee control work normalization process, will be fully considered manufacturers production and supply enthusiasm,medical equipment plate policy sentiment is expected to gradually bottom out .
Dongfang Securities Liu Enyang research report also pointed out that the collection and procurement rules are expected to continue to optimize the balance in the future, the medical insurance side and the enterprise side is expected to achieve **** win. After the industry margin of safety, suggests focusing on the high-value consumables plate suppressed by the collection in the early stage.
Publicly available information shows that high-value consumables, including orthopedics, ophthalmology, cardiovascular, neurosurgery, oral cavity, blood purification, electrophysiology, pacemakers, surgical surgery and other more than a dozen subcategories. Each track domestic product technology development stage, import substitution situation, there are large differences.
Tianfeng Securities Yang Song and other research report on November 5, China's medical high-value consumables market size will exceed 250 billion yuan by the end of 2022.
China Post Securities Zhou Yu and others said in a research report, from the point of view of the segmentation of the market situation, in 2019, orthopedic implantable consumables scale 34.5 billion yuan, vascular intervention consumables 46.1 billion yuan, neurosurgical consumables 4.2 billion yuan, ophthalmic consumables 9 billion yuan, stomatology consumables 8.5 billion yuan, blood purification consumables 8.2 billion yuan, non-vascular intervention consumables 4.8 billion yuan, electrophysiology and pacemakers 8.5 billion yuan, and other 5.2 billion yuan.
Domestic high-value medical consumables segments in the vascular intervention and orthopedic implant market share is the highest, accounting for 35.74% and 26.74%. Which accounted for 68% of the vascular intervention market size of the coronary stent and 28.62% of the orthopedic consumables market size of the joints category have been included in the national collection, while 27.96% of the orthopedic consumables market size of the trauma category is responsible for the provincial collection.
It is worth mentioning that China's electrophysiology market size reached 5.15 billion yuan in 2020, with a 2015-2020 CAGR of 28.3%. According to Frost & Sullivan's forecast, China's electrophysiology device market will still grow at a high rate from 2020-2024, with a CAGR of 42.3%.
Debonair Securities Chen Tielin research report, said foreign manufacturers are higher than domestic manufacturers ex-factory price of about 25-60%, domestic manufacturers are expected to use the collective purchasing to achieve electrophysiology domestic market share of the rapid increase. Be optimistic about the medium and long term electrophysiology 40% high growth rate and about 90% of the local replacement space, pay attention to domestic leading microelectrophysiology, Huitai medical .
Liu Enyang research report pointed out that the overall view of high-value supplies procurement model has gradually matured, the future will gradually become the normalization of industry trends, segmentation is expected to usher in the valuation of the reshaping. It is recommended to pay attention to the larger market space, with innovative related tracks, such as valves, orthopedics, electrophysiology, endoscopic supplies, vascular intervention in the innovative products DCB balloon, fully degradable stents and other products. Suggested focus on Bai Ren medical, Sanyou medical, Weigao orthopedics, micro-electrophysiology, South micro-medicine, heart pulse medical .
It is worth noting that analysts said, China's medical supplies, especially high-value consumables production enterprises, "the number of small-scale", resulting in China's related products to compete in the market by the international manufacturers of products crowded out the phenomenon is more prominent. Domestic consumables enterprises to shake the monopoly of imported products in the short term is still very difficult, due to the high-end consumables R & D and production technology threshold is extremely high, the chip, materials, processes and other technical difficulties are still unresolved, the future of the localization of the road is still long and winding.