Iqhutshwa ukwanda okuqhubekayo kokungena kokuhlinzwa okungangenisi kakhulu kanye nezinqubomgomo ezikhuthaza ukuthuthukiswa kwemishini yezokwelapha, imakethe ye-endoscope yezokwelapha yaseShayina ibonise ukuqina kokukhula okuqinile engxenyeni yokuqala ka-2025. Zombili izimakethe ze-endoscope eziqinile neziguquguqukayo zidlule ukukhula okungu-55% unyaka nonyaka. Ukuhlanganiswa okujulile kwentuthuko yezobuchwepheshe kanye nokushintshaniswa kwasekhaya kuqhuba ushintsho lwemboni kusukela "ekwandiseni isikali" kuya "ekuthuthukisweni kwekhwalithi nokusebenza kahle."
Usayizi Wemakethe Nokukhula Okusheshayo
1. Ukusebenza Kwemakethe Konke
Engxenyeni yokuqala ka-2025, imakethe ye-endoscope yezokwelapha yaseShayina yaqhubeka nokukhula kwayo okusheshayo, lapho imakethe ye-endoscope eqinile ikhula ngaphezu kuka-55% unyaka nonyaka kanye nemakethe ye-endoscope eguquguqukayo ikhula ngaphezu kuka-56%. Ukuhlukanisa izibalo ngekota, ukuthengiswa kwe-endoscope yasekhaya kwikota yokuqala kukhuphuke cishe ngo-64% ngonyaka ngenani kanye no-58% ngomthamo, okudlula kakhulu izinga lokukhula kwemishini yezithombe zezokwelapha (78.43%). Lokhu kukhula kuqhutshwa ukwanda kokungena kokuhlinzwa okungangenisi kakhulu (inani lenqubo kazwelonke ye-endoscopic landa ngo-32% unyaka nonyaka) kanye nesidingo sokuthuthukiswa kwemishini (izinqubomgomo zokuthuthukisa imishini zaqhuba ukwanda kokuthengwa ngo-37%).
2. Izinguquko Zesakhiwo Ezigabeni Zemakethe
• Imakethe ye-endoscope eqinile: Ukugxila phakathi kwemikhiqizo yangaphandle kukhuphuke, lapho uKarl Storz noStryker bekhulisa isabelo sabo semakethe esihlanganisiwe ngamaphuzu angu-3.51%, okuphakamisa isilinganiso se-CR4 sisuka ku-51.92% saya ku-55.43%. Imikhiqizo ehamba phambili yasekhaya, i-Mindray Medical kanye ne-Opto-Meddy, ibone isabelo sabo semakethe sincipha kancane. Kodwa-ke, i-Tuge Medical iphume njengomnqobi omangalisayo ngesilinganiso sokukhula konyaka nonyaka esingu-379.07%. Ama-laparoscope ayo e-4K fluorescence athole izinga lempumelelo 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, kanye nemikhiqizo yasekhaya i-Aohua kanye ne-Kaili Medical ibone ukwanda okuhlangene kwamaphuzu angu-3.21%. Isilinganiso se-CR4 sehle sisuka ku-89.83% saya ku-86.62%. Okuphawulekayo ukuthi imakethe ye-endoscope kagesi elahlwayo ikhule ngo-127% unyaka nonyaka. Izinkampani ezifana ne-Ruipai Medical kanye ne-Pusheng Medical zithole ukuthengisa okungaphezu kwezigidi eziyi-100 zama-yuan ngomkhiqizo ngamunye, kanti amazinga okungena ku-gastroenterology kanye ne-urology afinyelela ku-18% kanye no-24%, ngokulandelana.
Ukusungula Ubuchwepheshe Nokushintshwa Komkhiqizo
1. Ukuthuthukiswa Kobuchwepheshe Obuyinhloko
• Ukuthwebula Izithombe: I-Mindray Medical yethule umthombo wokukhanya we-HyPixel U1 4K fluorescence, enokukhanya okungu-3 million lux. Ukusebenza kwayo kuncintisana nokwe-Olympus VISERA ELITE III, ngenkathi inikeza intengo ephansi ngo-30%. Lokhu kusize ekwandiseni isabelo semakethe semithombo yokukhanya yasekhaya kusuka ku-8% kuya ku-21%. Uhlelo lwe-endoscope lwe-MicroPort Medical lwe-4K 3D fluorescence luqinisekiswe ngokwezokwelapha, lwafinyelela ukunemba kokuthwebula izithombe ze-fluorescence okungu-0.1mm futhi lubangela ukusetshenziswa okungaphezu kuka-60% ekuhlinzeni kwesibindi.
• Ukuhlanganiswa kwe-AI: I-probe ye-ultrasound ye-endoscope ye-Kaili Medical ine-resolution engaphezu kuka-0.1mm. Uma ihlanganiswe nohlelo lwayo lokuxilonga olusizwa yi-AI, inyuse izinga lokutholakala komdlavuza wesisu ngamaphesenti angu-11. Uhlelo lwe-AI-Biopsy lwe-Olympus lunyuse izinga lokutholakala kwe-adenoma ngo-22% ngesikhathi se-colonoscopy. Kodwa-ke, ngenxa yokushintsha okusheshayo kwemikhiqizo yasekhaya, isabelo sayo semakethe eShayina sehle ngamaphesenti angu-7.
• Ubuchwepheshe obulahlwayo: I-ureteroscope elahlwayo yesizukulwane sesine se-Innova Medical (ububanzi bangaphandle obungu-7.5Fr, isiteshi esisebenzayo esingu-1.17mm) inezinga lempumelelo elingu-92% ekuhlinzeni ngamatshe okuyinkimbinkimbi, okunciphisa isikhathi sokuhlinzwa ngo-40% uma kuqhathaniswa nezixazululo zendabuko; izinga lokungena kwama-bronchoscope alahlwayo e-Happiness Factory emitholampilo yokuphefumula yangaphandle likhuphuke lisuka ku-12% laya ku-28%, futhi izindleko ngecala ngalinye zincishisiwe ngo-35%.
2. Ukuhlelwa Komkhiqizo Osafufusa
• I-Capsule Endoscope: I-capsule endoscope yesizukulwane sesihlanu elawulwa ngogesi ye-Anhan Technology ivumela imodi yokusebenza "yomuntu oyedwa, amadivayisi amathathu", iqede ukuhlolwa kwesisu okungu-60 emahoreni angu-4. Isikhathi sokukhiqiza umbiko wokuxilongwa osizwa yi-AI sincishisiwe saba yimizuzu emi-3, futhi izinga lokungena kwayo ezibhedlela eziphakeme likhuphuke lisuka ku-28% laya ku-45%.
• I-Smart Workstation: Uhlelo lwe-HyPixel U1 lwe-Mindray Medical luhlanganisa amakhono okubonisana akude e-5G futhi lusekela ukuhlanganiswa kwedatha ye-multimodal (i-endoscopic imaging, i-pathology, kanye ne-biochemistry). Idivayisi eyodwa ingacubungula amacala angu-150 ngosuku, okuwukuthuthuka kokusebenza kahle okungu-87.5% uma kuqhathaniswa namamodeli avamile.
Abashayeli Benqubomgomo Nokuhlelwa Kabusha Kwemakethe
1. Imiphumela Yokusetshenziswa Kwenqubomgomo
• Inqubomgomo Yokushintsha Imishini: Uhlelo lwemalimboleko ekhethekile yokushintsha imishini yezokwelapha (eyizigidigidi eziyi-1.7 zama-yuan), olwaqalwa ngoSepthemba 2024, luveze izinzuzo ezinkulu engxenyeni yokuqala ka-2025. Amaphrojekthi okuthenga ahlobene ne-Endoscope abalelwa ku-18% wamaphrojekthi aphelele, kanti ukuthuthukiswa kwemishini ephezulu ezibhedlela eziphakeme kubalelwa ku-60%, kanye nokuthengwa kwemishini yasekhaya ezibhedlela zezinga lesifunda kukhuphukela ku-58%.
• Intuthuko Yephrojekthi Yesifunda Esikhulu: Ingxenye yama-endoscope aqinile athengwe yizibhedlela zesifunda yehle kusuka ku-26% kuya ku-22%, kuyilapho ingxenye yama-endoscope aguquguqukayo yehle kusuka ku-36% kuya ku-32%, okubonisa ukuthambekela kokuthuthukisa ukumiswa kwemishini kusuka kokuyisisekelo kuya kokuphezulu. Isibonelo, isibhedlela sesifunda esifundazweni esiphakathi siwine ibhidi le-Fujifilm ultrasonic electronic bronchoscope (EB-530US) ngama-yuan ayizigidi ezingu-1.02, okuyi-premium engu-15% kunemishini efanayo ngo-2024.
2. Umthelela Wokuthengwa Okusekelwe Kumthamo
Inqubomgomo yokuthenga esekwe kumthamo wama-endoscopes esetshenziswa ezifundazweni eziyi-15 kuzwelonke iholele ekwehleni kwentengo okumaphakathi okungu-38% kwemikhiqizo yakwamanye amazwe kanye nezinga lokuwina lemishini yasekhaya elingaphezu kuka-50% okokuqala. Isibonelo, ekuthengweni kwama-laparoscope yizibhedlela eziphakeme zesifundazwe, ingxenye yemishini yasekhaya ikhuphuke isuka ku-35% ngo-2024 yaya ku-62%, kanti izindleko ngeyunithi ngayinye zehle zisuka ku-850,000 yuan zaya ku-520,000 yuan.
Ukwehluleka Kwesistimu Kagesi/Yokukhanyisa
1. Umthombo wokukhanya uyakhanya/uyafiphala ngezikhathi ezithile
• Izimbangela ezingaba khona: Ukuxhumeka kwamandla okungekuhle (isokhethi elikhululekile, ikhebula elonakele), ukwehluleka kwefeni yomthombo wokukhanya (ukuvikelwa kokushisa ngokweqile), ukusha kwebhalbhu okungenzeka.
• Isenzo: Shintsha isokhethi kagesi bese uhlola ukufakelwa kwekhebula. Uma ifeni ingajikelezi, vala idivayisi ukuze uyipholise (ukuvimbela umthombo wokukhanya ukuthi ungashi).
2. Ukuvuza kwemishini (okungavamile kodwa okubulalayo)
• Izimbangela ezingaba khona: Ukuwohloka kwesekethe yangaphakathi (ikakhulukazi ama-endoscope okususwa kwe-electrosurgical resection asebenza ngesivinini esiphezulu), ukwehluleka kwesivalo esingangeni manzi, okuvumela uketshezi ukuthi lungene kusekethe.
• Ukuxazulula izinkinga: Sebenzisa isitholi sokuvuza ukuze uthinte ingxenye yensimbi yedivayisi. Uma i-alamu ikhala, cisha ugesi ngokushesha bese uthinta umenzi ukuze uyihlole. (Ungaqhubeki nokusebenzisa idivayisi.)
Izici Zokuthengwa Kwesifunda Nezezibhedlela
1. Ukwehluka Kwemakethe Yesifunda
• Ukuthengwa Kwezindawo Eziqinile: Isabelo esifundeni esisempumalanga sikhuphuke ngamaphesenti angu-2.1 saya ku-58%. Ngenxa yezinqubomgomo zokuthuthukisa imishini, ukuthengwa kwezindawo eziphakathi nezisentshonalanga kukhuphuke ngo-67% unyaka nonyaka. Izibhedlela ezisezingeni lesifunda eSifundazweni saseSichuan ziphindeke kabili ukuthengwa kwazo kwezindawo eziqinile unyaka nonyaka.
• Ukuthengwa Kwe-Flexible Scope: Isabelo esifundeni esisempumalanga sehle ngamaphesenti angu-3.2 saya ku-61%, kanti izifunda eziphakathi nezisentshonalanga zibone ukwanda okuhlangene ngamaphesenti angu-4.7. Ukuthengwa kwe-flexible scope yizibhedlela eziphakeme eSifundazweni saseHenan kukhuphuke ngo-89% unyaka nonyaka, ikakhulukazi kugxile emikhiqizweni ephezulu njenge-ultrasound endoscopes kanye ne-magnifying endoscopes.
2. Ukuhlelwa Kwezidingo Ezisezingeni Lesibhedlela
• Izibhedlela zemfundo ephakeme zahlala ziyizithengi eziyinhloko, kanti ukuthengwa kwe-scope okuqinile nokuguquguqukayo kubalwa u-74% no-68% wenani lilonke, ngokulandelana. Bagxile emishinini esezingeni eliphezulu njenge-4K fluorescence laparoscopes kanye ne-electronic bronchoscopes. Isibonelo, isibhedlela zemfundo ephakeme eMpumalanga yeShayina sathenga uhlelo lwe-KARL STORZ 4K thoracoscopic (intengo iyonke: i-yuan eyizigidi ezingu-1.98), kanti izindleko zonyaka zidlula i-yuan eyizigidi ezingu-3 zokusekela ama-reagents e-fluorescent.
• Izibhedlela ezisezingeni lesifunda: Kunesidingo esikhulu sokuthuthukiswa kwemishini. Ingxenye yemikhiqizo eyisisekelo engaphansi kwama-yuan angu-200,000 ekuthengweni kwe-endoscope okuqinile yehle isuka ku-55% yaya ku-42%, kuyilapho ingxenye yamamodeli aphakathi nendawo anenani eliphakathi kwama-yuan angu-300,000 nama-500,000 ikhuphuke ngamaphesenti angu-18. Ukuthengwa kwe-endoscope ethambile ikakhulukazi ama-gastroscope anencazelo ephezulu avela ku-Kaili Medical yasekhaya kanye ne-Aohua Endoscopy, ngentengo emaphakathi engaba ngu-350,000 yuan ngeyunithi ngayinye, ephansi ngo-40% kunemikhiqizo yangaphandle.
Indawo Yokuncintisana kanye Nezinguquko Zebhizinisi
1. Ukulungiswa Kwamasu Okwenziwa Yimikhiqizo Yakwamanye Amazwe
• Ukuqinisa Izithiyo Zobuchwepheshe: I-Olympus isheshisa ukuqaliswa kohlelo lwayo lwe-AI-Biopsy eShayina, ibambisana nezibhedlela ze-30 ze-Class-A ukuze kusungulwe izikhungo zokuqeqesha ze-AI; I-Stryker yethule i-laparoscope ephathekayo ye-4K fluorescence (enesisindo esingu-2.3 kg), efinyelela izinga lokuwina elingu-57% ezikhungweni zokuhlinzwa kwasemini.
• Ubunzima Ekungeneni Kwesiteshi: Izinga lokuwina lemikhiqizo yangaphandle ezibhedlela ezisezingeni lesifunda lehle lisuka ku-38% laya ku-29% ngo-2024. Abanye abasabalalisi bashintshela kumikhiqizo yasekhaya, njengomsabalalisi wemikhiqizo yaseJapan wase-East China, owashiya i-ejensi yakhe ekhethekile washintshela kumikhiqizo ye-Mindray Medical.
2. Ukusheshisa Ukufakwa Kwendlu
• Ukusebenza Kwezinkampani Ezihamba Phambili: Imali engenayo yebhizinisi le-endoscope eqinile ye-Mindray Medical ikhuphuke ngo-55% unyaka nonyaka, kanti izinkontileka eziwinile zifinyelele ku-287 million yuan; Ibhizinisi le-endoscope eliguquguqukayo le-Kaili Medical libone inzuzo yalo yonke ikhuphuka yaya ku-68%, kanti izinga lokungena kwe-endoscope ye-AI ultrasound eminyangweni ye-gastroenterology lidlule ku-30%.
• Ukwanda kwezinkampani ezintsha: I-Tuge Medical ifinyelele ukukhula okusheshayo ngemodeli "yemishini + izinto ezisetshenziswayo" (izinga lokuthengwa kabusha kwaminyaka yonke kwama-fluorescent agents lingu-72%), futhi imali engenayo yayo engxenyeni yokuqala ka-2025 idlule unyaka wonke ka-2024; Uhlelo lwe-laser lwe-semiconductor lwe-Opto-Mandy lwe-560nm lubangela u-45% wokuhlinzwa kwe-urological, okungaphansi ngo-30% kunezindleko zemishini engenisiwe.
Izinselele kanye Nombono Wesikhathi Esizayo
1. Izinkinga Ezikhona
• Izingozi Zokuhlinzekwa Kwempahla: Ukuthembela ekungenisweni kwempahla kwezingxenye ezibonakalayo eziphezulu (njengezinqwaba zesithombe se-fiber optic) kusalokhu ku-54%. Ukwengezwa kwezingxenye ze-endoscope ohlwini lokulawula ukuthunyelwa kwempahla e-US kuye kwandisa izinsuku zokushintsha kwempahla ezinkampanini zasekhaya kusukela ezinsukwini ezingu-62 kuya ezinsukwini ezingu-89.
• Ubuthakathaka Bokuphepha Kwe-inthanethi: Ama-92.7% ama-endoscope amasha athembele kuma-intranet ezibhedlela ukuze adlulisele idatha, kodwa ukutshalwa kwezimali kokuphepha kwemishini yasekhaya kubiza u-12.3% kuphela wesabelomali se-R&D (uma kuqhathaniswa nesilinganiso somhlaba wonke esingu-28.7%). Enye inkampani ebhaliswe ku-STAR Market ithole i-Yellow Card Warning ngaphansi kwe-EU MDR ngokusebenzisa ama-chip angaqinisekisiwe yi-FIPS 140-2.
2. Isibikezelo Sesikhathi Esizayo Sethrendi
• Usayizi Wemakethe: Imakethe ye-endoscope yaseShayina kulindeleke ukuthi idlule ama-yuan ayizigidigidi ezingama-23 ngo-2025, kanti ama-endoscope alahlwayo angenza u-15% wenani eliphelele. Imakethe yomhlaba wonke kulindeleke ukuthi ifinyelele ama-US$40.1 billion, kanti isifunda sase-Asia-Pacific sihola izinga lokukhula (9.9%).
• Isiqondiso Sobuchwepheshe: Incazelo ephezulu kakhulu ye-4K, ukuxilongwa okusizwa yi-AI, kanye nokuzulazula kwe-fluorescence kuzoba yizici ezijwayelekile, kanti isabelo semakethe sama-endoscopes ahlakaniphile kulindeleke ukuthi sifinyelele ku-35% ngo-2026. Ama-endoscopes e-Capsule azothuthukiswa nge-multispectral imaging kanye nokwakhiwa kabusha kwe-3D. Isisekelo saseWuhan sase-Anhan Technology sizobamba isabelo semakethe yasekhaya esingu-35% ngemuva kokuqala kokukhiqizwa kwaso.
• Umthelela Wenqubomgomo: “Ukuthuthukiswa Kwemishini” kanye “nephrojekthi yezifunda eziyinkulungwane” kuyaqhubeka nokudala isidingo. Ukuthengwa kwe-endoscope yesibhedlela ezingeni lesifunda kulindeleke ukuthi kukhuphuke ngo-45% unyaka nonyaka engxenyeni yesibili ka-2025, kanti izinga lokuwina lemishini ekhiqizwe ngaphakathi lidlula u-60%.
Izabelo zenqubomgomo ziyaqhubeka nokukhishwa. I-"Equipment Upgrade" kanye ne-"Thousand Counties Project" kuzoholela ekukhuleni okungu-45% unyaka nonyaka kokuthengwa kwe-endoscope yizibhedlela ezisezingeni lesifunda engxenyeni yesibili yonyaka, kanti izinga lokuwina kwemishini yasekhaya kulindeleke ukuthi lidlule u-60%. Iqhutshwa kokubili ukusungula izinto ezintsha kwezobuchwepheshe kanye nokusekelwa kwenqubomgomo, imakethe ye-endoscope yezokwelapha yaseShayina ishintsha isuka "ekulandeleni" iye "ekusebenzeni eceleni," iqala uhambo olusha lwentuthuko esezingeni eliphezulu.
Thina, iJiangxi Zhuoruihua Medical Instrument Co.,Ltd., singumkhiqizi eShayina ogxile ezintweni ezisetshenziswayo ze-endoscopic, sifaka umugqa we-GI ofana noi-biopsy forceps, i-hemoclip, ugibe lwe-polyp, inaliti ye-sclerotherapy, i-catheter yokufafaza, amabhulashi e-cytology, ucingo oluqondisayo, ubhasikidi wokuthola amatshe, i-cathete yokukhipha amanzi ekhaleninjll. ezisetshenziswa kabanzi ku-I-EMR, I-ESD, I-ERCPkanye nomugqa we-Urology, njengeisivikelo sokufinyelela urethrafuthiisivikelo sokufinyelela urethra esinommunca, itshe,Ibhasikidi Lokubuyisa Amatshe Elilahlwayo Lomchamo, futhiisiqondiso se-urologynjll.
Imikhiqizo yethu inesitifiketi se-CE, kanti izitshalo zethu zinesitifiketi se-ISO. Izimpahla zethu zithunyelwe eYurophu, eNyakatho Melika, eMpumalanga Ephakathi kanye nengxenye ye-Asia, futhi zithola ukuqashelwa nokunconywa kakhulu ngamakhasimende!
Isikhathi sokuthunyelwe: Agasti-12-2025