In the first quarter of 2020, Mindray Medical, the leading medical device in China, earned nearly 4.8 billion yuan, and Yuyue Medical earned nearly 654.38+04 billion yuan. The revenues of BGI, PCG, Yao Bo, Ogilvy & Mather, Wanfu Bio and mike biological all exceeded 500 million yuan. The profits of Yuyue Medical, Lepu Medical, Daan Gene, Fan Jian Bio, Kangmei Bio, Lan Fan Medical, Huada Gene, Yingke Medical and Shi Shuo Bio all exceeded 100 million in the first quarter. Compared with the first quarter of 20 19, the gene profits of Intel Medical, Kangmei Bio and Daan increased by 284%, 140% and 607% respectively, reaching1300,000 yuan,1700,000 yuan and 200 million yuan.
The sudden outbreak is a "big test" for medical device enterprises and an accelerator for the development of medical device industry in China. At the same time, with the continuous improvement of China's medical device policy environment in recent years, a number of major policies such as deepening review and approval, high-value consumables management, DRG, SPD, medical association, graded diagnosis and treatment, and medical device registrant system have been intensively introduced, and the market demand is growing. The medical device industry has officially entered a golden period of development.
Intelligent medical technologies such as AI and robots. As a hot spot in the industry in the past two years, intelligent devices such as AI images, AI electrocardiographs and AI medical robots have made outstanding achievements in epidemic control. Multi-dimensional means such as massive data processing, disease marker screening, treatment scheme simulation, unattended nursing and so on have comprehensively improved the diagnostic efficiency and accuracy of COVID-19 epidemic. In the long run, high-tech represented by AI, robotics, 5G, big data, gene technology, VR and cloud medical care will be deeply applied in many fields such as medical diagnosis, treatment and disease prevention.
IVD field After the outbreak, Wanfu Bio, Antu Bio, Daan Gene, New Industry, Mike, Kangmei Bio, Iger Bio, Kang Hua Bio, Youlite 100 companies successively launched kits and various rapid detection methods, which effectively solved the problem of epidemic detection. Among them, POCT products have made great contributions to epidemic prevention and control with their portability and rapidity. It can be predicted that the demand for POCT detection products, small biochemical instruments, blood ball instruments, small closed automatic PCR equipment, microfluidic equipment and gene sequencing equipment, which are convenient, miniaturized and suitable for rapid diagnosis, will become increasingly prominent in the future, or will become the next explosion point.
Third-party medical laboratory. On February 4th, Premier Li Keqiang pointed out at the working meeting on novel coronavirus that qualified third-party testing institutions are allowed to carry out nucleic acid testing. In the future, with the continuous opening of medical institutions, it will greatly promote the growth of third-party laboratories including inspection, pathology, imaging and hemodialysis.
Imaging and monitoring diagnostic equipment. Such as CT, DR, monitor, oximeter, etc. It will also benefit from the sinking of primary medical resources, the construction of fever clinics, intensive ICU wards and isolation wards, and usher in a new round of growth opportunities.
Disinfect sensitive control and health care products. Products related to the epidemic situation, such as disinfection control, masks, thermometers, gloves and antiviral products, are in short supply. The demand for home diagnostic and monitoring medical equipment and wearable medical equipment such as sphygmomanometer, blood glucose meter, oximeter, electronic stethoscope and smart bracelet has skyrocketed. It can be predicted that after this epidemic, people will pay more and more attention to health, and various preventive care, medical and physical integration home products and health science education software will have a great market in the future.
Market demand has surged and domestic substitute imports have accelerated. In recent years, with the development of IVD enterprises in China, the stability of instruments, the accuracy of test results and the ability of academic promotion and service have been greatly improved. It can be said that there are already products comparable to imported first-line brands on the technical platforms of biochemistry, chemiluminescence, blood cells, molecular diagnosis and rapid inspection, which means that the era when foreign companies rely on brands to obtain high profits is about to pass. Domestic substitution for imports will undoubtedly overwhelm the acceleration after the epidemic.
The impact of this "black swan" brought by the epidemic on the country's economy, society and culture continues. Under the catalysis of the accelerated epidemic situation, the medical device industry, as one of the important indicators to measure a country's scientific and technological progress and national economic modernization, has a bright future.
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