Iqhutshwa ukwanda okuqhubekayo kokungena kokuhlinzwa okuhlaselayo kancane kanye nezinqubomgomo ezikhuthaza ukuthuthukiswa kwemishini yezokwelapha, imakethe ye-endoscope yezokwelapha yaseChina ibonise ukusimama okuqinile kokukhula engxenyeni yokuqala ka-2025. Zombili izimakethe ze-endoscope eziqinile nezivumelana nezimo zeqe ukukhula konyaka nonyaka okungama-55%. Ukuhlanganiswa okujulile kokuthuthuka kwezobuchwepheshe kanye nokushintshwa kwasekhaya kushayela inguquko yemboni isuka “ekukhuleni kwesikali” iye “ekuthuthukisweni kwekhwalithi nokusebenza kahle.”
Ubukhulu Bemakethe kanye Nomfutho Wokukhula
1. Ukusebenza Kwemakethe Sekukonke
Engxenyeni yokuqala ka-2025, imakethe ye-endoscope yezokwelapha yaseChina yaqhubeka nokukhula kwayo ngokushesha, imakethe ye-endoscope eqinile ikhuphuka ngaphezu kuka-55% unyaka nonyaka kanye nemakethe ye-endoscope eguquguqukayo ikhuphuka ngaphezu kwama-56%. Uma sihlukanisa izibalo ngekota, ukuthengiswa kwe-endoscope yasekhaya ngekota yokuqala kukhuphuke cishe ngo-64% unyaka nonyaka ngenani kanye no-58% ngevolumu, okwedlula kakhulu izinga lokukhula lilonke lemishini yokuthwebula yezokwelapha (78.43%). Lokhu kukhula kugqugquzelwe ukwanda kokungena kokuhlinzwa okuhlasela kancane (ivolumu yenqubo ye-endoscopic kazwelonke inyuke ngo-32% unyaka nonyaka) kanye nesidingo sokuthuthukiswa kwemishini (izinqubomgomo zokuthuthukisa imishini zenze ukwanda kwama-37% ekuthengeni).
2. Izinguquko Zesakhiwo Ezingxenyeni Zemakethe
• Imakethe ye-endoscope eqinile: Ukugxila phakathi kwemikhiqizo yangaphandle kwenyukile, njengoba u-Karl Storz no-Stryker benyusa isabelo sabo semakethe esihlanganisiwe ngamaphesenti angu-3.51, okukhuphule isilinganiso se-CR4 sisuka ku-51.92% saya ku-55.43%. Imikhiqizo yasekhaya ehamba phambili, iMindray Medical kanye ne-Opto-Meddy, ibone isabelo semakethe sabo sincipha kancane. Kodwa-ke, iTuge Medical iqhamuke njengomnqobi omangalisayo ngezinga lokukhula konyaka nonyaka lama-379.07%. I-4K fluorescence laparoscopes yayo ithole izinga lokuphumelela lokubhida elingu-41% ezibhedlela eziyinhloko.
• Imakethe ye-endoscope eguquguqukayo: Isabelo se-Olympus sehle sisuka ku-37% saya ngaphansi kuka-30%, kuyilapho i-Fujifilm, i-Hoya, nemikhiqizo yasekhaya i-Aohua ne-Kaili Medical ibone ukukhula okuhlangene ngamaphesenti angu-3.21. Izinga le-CR4 lehlile lisuka ku-89.83% laya ku-86.62%. Ngokuphawulekayo, imakethe ye-electronic endoscope elahlwayo ikhule ngo-127% unyaka nonyaka. Izinkampani ezifana ne-Ruipai Medical kanye nePusheng Medical zizuze ukuthengiswa okudlula ama-yuan ayizigidi eziyi-100 ngomkhiqizo ngamunye, namazinga okungena ku-gastroenterology ne-urology afinyelela ku-18% no-24%, ngokulandelana.
Ukuqamba Okusha Kwezobuchwepheshe kanye Nokuphindaphinda Komkhiqizo
1. Ukuthuthukiswa Kwezobuchwepheshe Okubalulekile
• I-Optical Imaging: I-Mindray Medical yethule umthombo wokukhanya we-HyPixel U1 4K we-fluorescence, eziqhenya ngokugqama kwe-lux eyizigidi ezingu-3. Ukusebenza kwayo kuncintisana nokwe-Olympus VISERA ELITE III, kuyilapho inikeza inani eliphansi ngo-30%. Lokhu kusize ukwandisa isabelo semakethe semithombo yokukhanya yasekhaya sisuka ku-8% siye ku-21%. Isistimu ye-MicroPort Medical ye-4K 3D fluorescence endoscope iqinisekiswe ngokomtholampilo, yafinyelela ukunemba kwe-fluorescence imaging engu-0.1mm futhi ibalwa ngaphezu kuka-60% wezinhlelo zokusebenza ekuhlinzweni kwe-hepatobiliary.
• Ukuhlanganiswa kwe-AI: I-Kaili Medical's ultrasound endoscope probe izidla ngokulungiswa okudlula u-0.1mm. Ihlanganiswe nohlelo lwayo lokuxilonga olusizwa yi-AI, inyuse izinga lokutholwa komdlavuza wesisu wakuqala ngamaphesenti ayi-11. Uhlelo lwe-Olympus' AI-Biopsy lwenyuse izinga lokutholwa kwe-adenoma ngo-22% phakathi ne-colonoscopy. Kodwa-ke, ngenxa yokusheshisa ukushintshwa kwemikhiqizo yasekhaya, isabelo sayo semakethe e-China sehle ngamaphesenti ayi-7.
• Ubuchwepheshe obulahlwayo: I-ureteroscope elahlayo yesizukulwane sesine ye-Innova Medical (ububanzi obungu-7.5Fr obungaphandle, isiteshi esisebenzayo esingu-1.17mm) inezinga lempumelelo lika-92% ekuhlinzweni kwamatshe okuyinkimbinkimbi, okufinyeza isikhathi sokusebenza ngo-40% uma kuqhathaniswa nezixazululo zendabuko; izinga lokungena kwama-bronchoscope alahlwayo e-Happiness Factory emitholampilo yeziguli eziphefumulayo lenyuke lisuka ku-12% laya ku-28%, futhi izindleko zecala ngalinye zehliswe ngama-35%.
2. Isakhiwo Somkhiqizo Osafufusa
• I-Capsule Endoscope: Isizukulwane sesihlanu se-capsule endoscope ye-Anhan Technology yesizukulwane sesihlanu yenza kube nemodi yokusebenza “yomuntu oyedwa, amadivayisi amathathu”, eqeda ukuhlolwa kwesisu okungama-60 emahoreni angu-4. Isikhathi sokukhiqiza umbiko wokuxilonga osizwa yi-AI sehlisiwe saba yimizuzu emi-3, kanti izinga lokungena kwalo ezibhedlela zemfundo ephakeme linyuke lisuka ku-28% laya ku-45%.
• I-Smart Workstation: Isistimu ye-Mindray Medical ye-HyPixel U1 ihlanganisa amakhono okubonisana okukude we-5G futhi isekela ukuhlanganiswa kwedatha ye-multimodal (i-endoscopic imaging, pathology, kanye ne-biochemistry). Idivayisi eyodwa ingacubungula amakesi angu-150 ngosuku, ukuthuthukiswa okungama-87.5% ekusebenzeni kahle uma kuqhathaniswa namamodeli endabuko.
Abashayeli Benqubomgomo kanye Nokuhlelwa Kabusha Kwemakethe
1. Imithelela Yokusebenzisa Inqubomgomo
• Inqubomgomo Yokushintshwa Kwezisetshenziswa: Uhlelo olukhethekile lwemalimboleko yokushintshwa kwemishini yezokwelapha (isamba esingu-1.7 trillion yuan), olwethulwe ngoSepthemba 2024, luveze izinzuzo ezinkulu engxenyeni yokuqala ka-2025. Amaphrojekthi okuthengwa kwempahla ahlobene ne-Endoscope abalwe u-18% wawo wonke amaphrojekthi, nokuthuthukiswa kwemishini ephezulu ekuthengeni impahla ezibhedlela zesifunda ezingaphezu kuka-6% izibhedlela zenyuka zafinyelela ku-58%.
• Inqubekelaphambili Yephrojekthi Yesifunda Esiyinkulungwane: Ingxenye yama-endoscopes aqinile athengwe izibhedlela ezisezingeni lesifunda yehle isuka ku-26% yaya ku-22%, kuyilapho ingxenye yama-endoscopes aguquguqukayo yehle isuka ku-36% yaya ku-32%, okubonisa inkambiso yokuthuthukisa ukucushwa kwemishini kusukela kokuyisisekelo kuya kosezingeni eliphezulu. Isibonelo, isibhedlela esisezingeni lesifunda esifundazweni esimaphakathi siwine ibhidi ye-Fujifilm ultrasonic electronic bronchoscope (EB-530US) yamayuan ayizigidi ezingu-1.02, okuyiprimiyamu engu-15% phezu kwezisetshenziswa ezifanayo ngo-2024.
2. Umthelela Wokuthengwa Kwempahla Okusekelwe Kwivolumu
Inqubomgomo yokuthengwa kwempahla esekelwe kumthamo wama-endoscopes esetshenziswe ezifundazweni eziyi-15 kuzwelonke iholele ekwehlweni kwentengo okumaphakathi ngama-38% emikhiqizo yangaphandle kanye nezinga lokuwina lempahla yasekhaya elidlula ama-50% okokuqala ngqa. Isibonelo, ekuthengweni kwama-lparoscope ezibhedlela zemfundo ephakeme zesifundazwe, ingxenye yezimpahla zasekhaya inyuke isuka ku-35% ngo-2024 yaya ku-62%, futhi izindleko zeyunithi ngayinye zehla zisuka ku-850,000 zamayuan zaya ku-520,000 zamayuan.
Ukuhluleka Kwesistimu Kagesi/Yokukhanyisa
1. Umthombo wokukhanya uyalokoza/ufiphalisa ngezikhathi ezithile
• Izimbangela ezingenzeka: Ukuxhumeka kwamandla okungalungile (isokhethi exegayo, ikhebuli eyonakele), ukungasebenzi kwefeni yomthombo wokukhanya (ukuvikelwa kokushisa ngokweqile), ukusha kwamagilabhu okuzayo.
• Isenzo: Shintsha isokhethi yamandla bese uhlola ukuvala ikhebula. Uma ifeni ingaphenduki, vala idivayisi ukuze uyipholise phansi (ukuvikela umthombo wokukhanya ukuthi ungashi).
2. Ukuvuza kwemishini (akuvamile kodwa kuyabulala)
• Izimbangela ezingenzeka: Ukuwohloka kwesekhethi yangaphakathi (ikakhulukazi ama-endoscopes asebenza ngogesi we-high-frequency electrosurgical), ukwehluleka kophawu olungangeni manzi, okuvumela uketshezi ukuthi lungene kusekhethi.
• Ukuxazulula inkinga: Sebenzisa umtshina ovuzayo ukuze uthinte ingxenye yensimbi yocingo. Uma i-alamu ikhala, cisha amandla ngokushesha bese uthintana nomkhiqizi ukuze ayihlole. (Nakanjani ungaqhubeki nokusebenzisa idivayisi.)
Izici Zokuthengwa Kwempahla Yesifunda Nesesibhedlela
1. Umehluko Wezimakethe Zesifunda
• Ukuthengwa Kwe-Rigid Scope: Isabelo esifundeni esisempumalanga sikhuphuke ngamaphesenti angu-2.1 saya ku-58%. Ngokuqhutshwa izinqubomgomo zokuthuthukisa imishini, ukuthengwa kwempahla ezindaweni ezimaphakathi nentshonalanga kukhuphuke ngo-67% unyaka nonyaka. Izibhedlela ezisezingeni lesifunda esifundazweni saseSichuan zikuphinda kabili ukuthengwa kwazo kwezinhlelo eziqinile unyaka nonyaka.
• Ukuthengwa Kwe-Flexible Scope: Isabelo esifundeni esisempumalanga sehle ngamaphesenti angu-3.2 saya ku-61%, kuyilapho izifunda ezimaphakathi nentshonalanga zibone ukukhula okuhlangene ngamaphesenti angu-4.7. Ukuthengwa kobubanzi obuguqukayo yizibhedlela zemfundo ephakeme esiFundazweni sase-Henan kukhuphuke ngo-89% unyaka nonyaka, kugxile kakhulu emikhiqizweni esezingeni eliphezulu njengama-endoscope e-ultrasound nama-endoscope akhulisayo.
2. Ukuhlelwa Kwesidingo Sezinga Lesibhedlela
• Izibhedlela zemfundo ephakeme zahlala zingabathengi abakhulu, ngokuthenga kobubanzi obuqinile nokuguquguqukayo okubalelwa ku-74% no-68% yenani eliphelele, ngokulandelana. Bagxile emishinini ephezulu efana ne-4K fluorescence laparoscopes nama-bronchoscopes kagesi. Isibonelo, isibhedlela semfundo ephakeme e-East China sithenge isistimu ye-thoracoscopic ye-KARL STORZ 4K (inani eliphelele: amayuan ayizigidi ezingu-1.98), ngezindleko zonyaka ezidlula ama-yuan ayizigidi ezingu-3 zokuxhasa ama-reagents e-fluorescent.
• Izibhedlela ezisezingeni lesifunda: Kunesidingo esikhulu sokuthuthukiswa kwemishini. Ingxenye yemikhiqizo eyisisekelo engaphansi kwama-yuan angu-200,000 ekuthengeni i-endoscope eqinile yehle isuka ku-55% yaya ku-42%, kuyilapho ingxenye yamamodeli aphakathi nendawo enenani eliphakathi kuka-300,000 no-500,000 wamayuan inyuke ngamaphesenti angu-18. Ukuthengwa kwe-endoscope ethambile ikakhulukazi ama-gastroscope anencazelo ephezulu evela ekhaya le-Kaili Medical kanye ne-Aohua Endoscopy, enenani elimaphakathi cishe lama-yuan angu-350,000 ngeyunithi ngayinye, ngaphansi ngo-40% kunemikhiqizo yangaphandle.
I-Competitive Landscape kanye ne-Corporate Dynamics
1. Ukulungiswa Kwamasu Okwenziwa Ngamazwe Angaphandle
• Ukuqinisa Izithiyo Zezobuchwepheshe: I-Olympus isheshisa ukukhishwa kohlelo lwayo lwe-AI-Biopsy e-China, isebenzisana nezibhedlela zemfundo ephakeme ezingama-30 ze-Class-A ukuze kusungulwe izikhungo zokuqeqesha ze-AI; U-Stryker wethule i-laparoscope ephathekayo engu-4K fluorescence (enesisindo esingu-2.3 kg), ethola izinga lokuwina elingu-57% ezikhungweni zokuhlinza emini.
• Ubunzima Bokungena Kwesiteshi: Izinga eliwinayo lemikhiqizo yangaphandle ezibhedlela ezisezingeni lesifunda lehlile lisuka ku-38% laya ku-29% ngo-2024. Abanye abasabalalisi bashintshela kumabhrendi asekhaya, njengomsabalalisi we-East China womkhiqizo wase-Japan, oshiye i-ejensi yawo ekhethekile futhi washintshela emikhiqizweni ye-Mindray Medical.
2. Ukusheshisa Ukushintshwa Kwasekhaya
• Ukusebenza Kwezinkampani Ezihamba Phambili: Imali engenayo yebhizinisi le-endoscope eqinile ye-Mindray Medical inyuke ngo-55% unyaka nonyaka, nezinkontileka eziwinayo zafinyelela kumayuan ayizigidi ezingama-287; Ibhizinisi le-endoscope eliguquguqukayo le-Kaili Medical libone imajini yalo yenzuzo isiyonke ikhuphuka yafinyelela ku-68%, futhi izinga layo lokungena kwe-AI ultrasound endoscope eminyangweni ye-gastroenterology leqe ama-30%.
• Ukukhula kwezinkampani ezisungula izinto ezintsha: I-Tuge Medical izuze ukukhula okusheshayo ngemodeli “yezisetshenziswa + ezisetshenziswayo” (izinga lokuthenga kabusha lonyaka lama-ejenti we-fluorescent lingu-72%), futhi imali engenayo engxenyeni yokuqala ka-2025 yeqe unyaka ogcwele wezi-2024; Isistimu ye-laser ye-560nm semiconductor ye-Opto-Mandy yenza u-45% wokuhlinzwa komchamo, okungaphansi ngo-30% kunezindleko zemishini engenisiwe.
Izinselele kanye Nekusasa Le-Outlook
1. Izinkinga ezikhona
• Izingozi ze-Supply Chain: Ukuncika kwamanye amazwe kwezingxenye ze-optical ezisezingeni eliphezulu (njengenqwaba yezithombe ze-fiber optic) kuhlala ku-54%. Ukwengezwa kwezingxenye ze-endoscope ohlwini lokulawula ukuthekelisa kwe-US kukhuphule izinsuku zokutholwa kwempahla ezinkampanini zasekhaya zisuka ezinsukwini ezingama-62 zaya ezinsukwini ezingama-89.
• Ubuthakathaka be-Cybersecurity: Amaphesenti angu-92.7 ama-endoscope amasha athembele kuma-intranethi ezibhedlela ekudluliseleni idatha, kodwa ukutshalwa kwezimali kwezokuphepha kwempahla yasekhaya kubalwa kuphela u-12.3% wesabelomali se-R&D (uma kuqhathaniswa nesilinganiso somhlaba wonke sama-28.7%). Inkampani eyodwa esohlwini lwe-STAR Market ithole Isexwayiso Sekhadi Eliphuzi ngaphansi kwe-EU MDR ngokusebenzisa ama-chips ayengaqinisekisiwe nge-FIPS 140-2.
2. Ikusasa Trend Isibikezelo
• Usayizi Wemakethe: Imakethe ye-endoscope yase-China kulindeleke ukuthi idlule ama-yuan ayizigidi eziyizinkulungwane ezingama-23 ngo-2025, nama-endoscopes alahlwayo abalelwa ku-15% yenani eliphelele. Imakethe yomhlaba wonke kulindeleke ukuthi ifinyelele ku-US $ 40.1 billion, kanti isifunda sase-Asia-Pacific sihola izinga lokukhula (9.9%).
• Iziqondiso Zobuchwepheshe: Ukuchazwa kwe-4K ultra-high, ukuxilongwa okusizwa yi-AI, kanye nokuzulazula kwe-fluorescence kuzoba izici ezijwayelekile, nesabelo semakethe sama-endoscopes ahlakaniphile okulindeleke ukuthi sifinyelele ku-35% ngo-2026. Ama-capsule endoscopes azothuthukiswa nge-imaging multispectral kanye nokwakhiwa kabusha kwe-3D. Isizinda se-Wuhan se-Anhan Technology sizothatha ingxenye yemakethe yasekhaya engama-35% ngemuva kokuqala kokukhiqizwa kwayo.
• Umthelela Wenqubomgomo: “Ukuthuthukiswa Kwezisetshenziswa” kanye “Nephrojekthi Yezifunda Eziyinkulungwane” kuyaqhubeka nokudala isidingo. Ukuthengwa kwe-endoscope esibhedlela esisezingeni lesifunda kulindeleke ukuthi kukhuphuke ngo-45% unyaka nonyaka engxenyeni yesibili ka-2025, kanti izinga lokuwina lemishini ekhiqizwe ekhaya lingaphezu kwama-60%.
Izinzuzo zenqubomgomo ziyaqhubeka nokukhishwa. “Ukuthuthukiswa Kwezinsimbi” kanye “Nephrojekthi Yezifunda Eziyinkulungwane” kuzothuthukisa ukwanda konyaka nonyaka ngo-45% ekuthengweni kwe-endoscope yizibhedlela ezisezingeni lesifunda engxenyeni yesibili yonyaka, kanti izinga lokuwina lempahla yasekhaya kulindeleke ukuthi lidlule u-60%. Iqhutshwa kokubili ukuqanjwa kabusha kwezobuchwepheshe nokusekelwa kwenqubomgomo, imakethe ye-endoscope yezokwelapha yaseShayina iyashintsha isuka “ekulandeleni” iye “ekugijimeni eceleni,” iqala uhambo olusha lwentuthuko yezinga eliphezulu.
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Imikhiqizo yethu iqinisekiswe yi-CE, futhi izitshalo zethu ziqinisekiswe yi-ISO. Izimpahla zethu zithunyelwe eYurophu, eNyakatho Melika, eMpumalanga Ephakathi nasengxenyeni ye-Asia, futhi zithola kabanzi ikhasimende lokuqashelwa nokudumisa!
Isikhathi sokuthumela: Aug-12-2025