Ukuqashelwa Kwezokwelapha Kwe-Endoscopic!

IBoston Scientific inyuke ngo-20%, iMedtronic inyuke ngo-8%, iFuji Health yehle ngo-2.9%, kanti i-Olympus China yehle ngo-23.9%.

Ngizame ukuhlaziya ukusebenza kokuthengisa kwezinkampani eziningana ezifundeni ezinkulu zomhlaba ngemibiko yazo yezezimali ukuze ngiqonde imakethe yezokwelapha (noma i-endoscopy) nokuthi izinhlobo ezahlukene zemikhiqizo zichaza kanjani imikhiqizo nezinsizakalo zazo eShayina. Umgomo kwakuwukuthola izinto ezishintshashintshayo ezithonya imali engenayo.

Ukuthola Izinto Ezifanayo: Ukuqhathaniswa okuqondile kokushintshashintsha kwemali engenayo ezifundeni ezahlukene zezinkampani zamazwe ngamazwe akubonisi mkhuba ocacile. Uma kwakukhona noma yimuphi umkhuba, kwakuwukuthi ukuthengisa ngokuvamile bekungcono emazweni akubo, kanye nokwehla okukhulu eShayina uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule. Izimakethe ezisafufusa e-Asia (ngaphandle kweShayina) zidlule iYurophu. Ithonya leShayina ezinkampanini zamazwe ngamazwe lalibonakala kokubili emishinini nasezintweni ezisetshenziswayo ezinenani eliphezulu, kanti imishini ikhombisa umthelela omkhulu kakhulu. Ngokombono wezinkampani zamazwe ngamazwe ezikhethekile ezintweni ezisetshenziswayo ezinenani eliphezulu, i-US yayiyimakethe enkulu kunazo zonke, ilandelwa yiYurophu neJapane. IShayina yakhulunywa ngayo njengemakethe esanda kuvela ngenxa ye-VBP (Imikhiqizo Yemithi Esekelwe Ku-Vacuum). Okunye okufanayo kwakuwukugxila okukhulu ekukhuleni kwemvelo (imikhiqizo emisha, ukusungula izinto ezintsha, ukukhula komsebenzisi) phakathi kwezinkampani zamazwe ngamazwe. Bagcizelele ukusungula izinto ezintsha futhi bahlukanisa amasu omkhiqizo kuzo zonke izifunda ngokusekelwe emazingeni ahlukahlukene okuthuthukiswa kwezokwelapha. I-Medtronic ne-Olympus nabo bakhulume ngamarobhothi, beqokomisa umthelela wayo emabhizinisini akhona. Zombili izinkampani zinamabhizinisi ahlobene ne-AI.

Uma unesithakazelo, sicela uqhubeke ufunda ukuze uthole ukuhlaziywa okuningiliziwe.

Uma sibheka iFuji, imakethe ibonakala ingenalutho, kodwa konke okungaphandle kweJapan kuyehla, kanti iYurophu ibhekene nokwehla okusheshayo. Uma sibheka u-Obama, kubonakala sengathi emhlabeni jikelele, ngaphandle kwe-Asia ne-Oceania (ngaphandle kweJapan neChina), konke okunye kubhekene nokwehla okukhulu, ikakhulukazi iShayina neNyakatho Melika. Uma sibheka iBoston Scientific neMedtronic, isimo somhlaba wonke sibonakala sithembisa kakhulu.

Imali engenayo ye-Fujifilm yekota yokuqala ka-2025 (Ephreli-Juni), okuhlanganisa namakhamera ezentengiselwano, ikhule ngo-0.1% iyonke, ngo-7.4% eJapan, -0.1% e-US, -6.9% eYurophu, kanye no-3.6% e-Asia nakwezinye izifunda.

Emkhakheni wezokunakekelwa kwempilo, akukho ukuhlukaniswa kokuthengiswa ngokwesifunda sebhizinisi okunikezwayo; izibalo zeqembu lonke kuphela ezitholakalayo. Imali engenayo yezempilo yayingu-¥228.5 billion, ukwehla okungu-2.9% unyaka nonyaka. Ukuthengiswa kwezinto zokwelapha (ifilimu) eShayina kwehle (kungenzeka ngenxa yesidingo esiphansi?), kanti imishini yokuxilonga i-X-ray nayo yehle (kungenzeka ngenxa yama-oda amancane amakhulu kule kota uma kuqhathaniswa nonyaka odlule, lapho kwakunama-oda amaningi amakhulu). Ngokuphathelene nama-endoscope, uchungechunge lwe-ELUXEO 8000 luthole ukuthengiswa okuqinile eYurophu ngoMeyi 2025; noma kunjalo, imakethe ye-endoscope iyonke yahlala injalo uma kuqhathaniswa nonyaka odlule, yize ama-oda abalulekile atholwe eTurkey naseCentral naseNingizimu Melika.

Ukukhula okuphelele kwe-Olympus kusukela ngo-Ephreli kuya kuJuni 2025 bekuyi-12.1% (eJapan -8.9%, eNyakatho Melika -18.9%, eYurophu -7.5%, eShayina -23.9%, e-Asia (ngaphandle kweShayina neJapan) kanye ne-Oceania 7.62%, kwezinye izifunda 17.8%). Ukwehla eYurophu kubangelwe ukwehla kwama-endoscope okuhlinzwa, okuchazwe yinani elikhulu lama-oda abekwe eYurophu ngesikhathi esifanayo ngonyaka odlule, incazelo efanayo nekaFujifilm. Uhlelo lwe-VISERA ELITE III luyintuthuko eyamukelekayo ekuhlinzeni kwaseYurophu, kodwa i-gastoscopy kanye ne-colonoscopy akwenziwa njalo egumbini lokuhlinza. Ukuze kulungiswe ukwehla kwenzuzo, ukunciphisa izindleko kuyasetshenziswa ngokusika izindleko ezingezona eziyinhloko zesikhathi esisodwa kanye nokwenza ngcono isakhiwo sezindleko. Ukwandisa umkhondo wayo wobuchwepheshe bezokwelapha kanye nokuthuthukisa intuthuko emkhakheni wamarobhothi e-endoscopic kuhlose ukufeza ukukhula kwemali engenayo esikhathini esizayo kule ndawo. I-Olympus iqinisa ukubambisana kwangaphandle kanye nokutshalwa kwezimali ngokusebenzisa amabhizinisi ahlangene: Ngomhlaka-25 kuJulayi 2025, iQembu, ngokusebenzisa inkampani yalo engaphansi kwe-Olympus Corporation of the Americas, langena esivumelwaneni sokutshalwa kwezimali ne-Revival Healthcare Capital LLC ukuze lisungule ngokubambisana i-Swan EndoSurgical, Inc., egxile ocwaningweni nasekuthuthukisweni kwemikhiqizo yerobhothi ye-endoscopic.

I-Boston Scientific: Kusukela ngoJulayi kuya kuSepthemba 2025, imali engenayo ikhule ngo-20.3% unyaka nonyaka, kanti umkhakha wezokwelapha nowokuhlinzwa ukhule ngo-16.4% (urology 28.1%, endoscopy 10.1%, neurology 9.1%), ukukhula kwezinto eziphilayo ngo-7.6%, kanye nomkhakha wezifo zenhliziyo nobuchopho ukhule ngo-22.4%, ukukhula kwezinto eziphilayo ngo-19.4%. Akukho lwazi olunikeziwe mayelana neShayina, kodwa lusho ukuthi i-VBP (centralized procurement) eShayina iholele ekwehleni kwemali engenayo yangaphandle, okwaholela ekwehleni kwenombolo eyodwa kuphela. Ibhizinisi le-endoscopic intraluminal liqokomise i-AXIOS™ (stent) kanye ne-OverStitch™ (suture), liqokomisa izinzuzo ezinkulu zemali engenayo zeBoston Scientific ezivela emikhiqizweni emisha.

Imali engenayo yase-US ikhule ngo-27%, okwenza imali engaphezu kuka-65% yemali engenayo yomhlaba wonke.

IYurophu, iMpumalanga Ephakathi, kanye ne-Afrika (EMEA): Ukuthengisa kukhule ngo-2.6%.

IYurophu: Isizathu esiyinhloko kwakuyisinqumo senkampani ku-Q2 2025 sokumisa ukuthengiswa komhlaba wonke kwezinhlelo ze-ACURATE neo2™ kanye ne-ACURATE Prime™ aortic valve, ezakhiqiza cishe amaRandi ayizigidi ezingama-50 ekuthengisweni komhlaba wonke kwekota ngesikhathi esifanayo ngonyaka odlule. Ukube ukuthengiswa bekungamiswanga, ukukhula kwe-Q3 ngabe kufinyelele ku-9% ngokusekelwe kulesi sibalo. Isidingo sezinsizakalo ze-endoscopic intracavitary (AXIOS™, OverStitch™) kanye nokukhuthazwa kobuchopho obujulile (DBS) kwahlala kuzinzile.

I-Asia Pacific (APAC): Ukukhula okungu-17.1%, okuqhutshwa kakhulu yiJapane, imakethe evuthiwe.

I-Latin America kanye ne-Canada (LACA): Ukukhula okungu-10.4%.

Izimakethe Ezisafufusa: Ukukhula okungu-11.8%.

Ukukhula kwe-Medtronic kwekota yokuqala ka-2025 kube ngu-8.4% iyonke, lapho ibhizinisi lenhliziyo nemithambo yegazi likhula ngo-9.3%, i-neurology ngo-4.3%, kanye nokuhlinzwa ngo-4.4%. (I-Surgical & Endoscopy ibone ukukhula okungokwemvelo okungu-2.3%, kanti ubuchwepheshe bokuvalwa kwemithambo yegazi ye-LigaSure™ bugcina isabelo semakethe kwikota ye-12 elandelanayo, bufinyelela ukukhula okuphezulu komhlaba wonke kwenombolo eyodwa; nokho, ukukhula kunqunyelwe yizingcindezi zesikhashana ezivela ekufuneni okuzinzile kokuhlinzwa kwe-bariatric emakethe yase-US kanye nokufakwa esikhundleni kokuhlinzwa kwendabuko ngokuhlinzwa kwe-robotic. Ukwethulwa okuhleliwe kwe-US kwerobhothi i-Hugo™ (engxenyeni yesibili yonyaka) kuzoba yinguquko ebalulekile yokukhula kwesikhathi esizayo kulesi sigaba.) Ibhizinisi lesifo sikashukela likhule ngo-11.5%.

Ngokwesifunda: US$4.24 billion, ukwanda ngo-3.5%, okubalwa ku-49% wemakethe yomhlaba wonke. Izimakethe zomhlaba wonke zikhule ngo-13.6%, kanti inhliziyo nemithambo yegazi zikhule ngo-12.6%, i-neurology ngo-5.4%, ukuhlinzwa kwezokwelapha ngo-7.5%, kanye nesifo sikashukela ngo-16.7%. Ukukhula emakethe yomhlaba wonke kuqhutshwe yimakethe yaseJapan (ukususwa kwenhliziyo, i-TAVR), imakethe yaseYurophu (ukususwa kwemizwa, ukuhlinzwa kwerobhothi), kanye nezimakethe ezisafufusa (imishini yokuhlinza eyisisekelo, izinzwa zesifo sikashukela). Imakethe yase-US igxile ekukhuthazeni imikhiqizo emisha enenani eliphezulu (njenge-PFA, i-RDN). (Ukulungiselela), imakethe yomhlaba wonke igxile “ekungeneni ezimakethe ezisafufusa + ukwanda kwesabelo semakethe ezimakethe ezivuthiwe” (njenge-PFA eJapan kanye ne-TAVR eYurophu), kufinyelela izinzuzo ezihambisanayo ezifundeni ezahlukene. I-Medtronic yethule iyunithi ye-endoscopy yokugaya ukudla esizwa yi-AI.

Ngokuphathelene neShayina, esigabeni esithi “Neurovascular” sodwa, lo mbhalo ukhuluma ngokuthi “umthelela womphumela oyisisekelo wokuthengwa kwe-volume-based (VBP) yaseShayina kanye nokubuyiswa kwemikhiqizo kuzonqotshwa kancane kancane.”

Imikhiqizo esezingeni eliphezulu yaqala ukungena emakethe yase-US, ngokukhula okuhamba kancane eYurophu kanye nokukhula okukhulu ezimakethe zase-Asia ezisafufusa. Izinkampani zamazwe ngamazwe zibonakala zinombono ofana nokaNkulunkulu; ngemva kokushintsha imikhiqizo e-US, le ndlela iyaziphinda eYurophu nase-Asia. Ukukhula kuvela ekusungulweni noma ekuthengweni kwezinto ezintsha, kodwa kuthintwa imijikelezo yenguqulo, izithiyo zokusungula izinto ezintsha, kanye nethonya lamarobhothi (imali engenayo yomhlaba wonke ye-Intuitive Surgical ikhuphuke ngo-23% ku-Q3, kanti inani lokuhlinza likhuphuke ngo-19%). Umfutho wokukhula kwama-endoscopes ubonakala ungenamandla kangako.

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 lokuqondisa, ubhasikidi wokuthola amatshe, i-cathete yokukhipha amanzi ekhaleni njll.ezisetshenziswa kabanzi ku-I-EMR, I-ESD, I-ERCPkanye nomugqa we-Urology, njengeisivikelo sokufinyelela urethrakanye nesikhwama sokufinyelela urethra esinomhluzi,0

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!

I-ZRHmed、Ama-forceps e-biopsy:、I-Hemoclip、ugibe lwe-polyp、inaliti ye-sclerotherapy、I-catheter yokufutha、amabhulashi e-cytology、Ucingo Lokuqondisa、ubhasikidi wokuthola amatshe、i-catheter yokukhipha amanzi ekhaleni、I-EMR、I-ESD、I-ERCP、I-UAS ene-Suction、Isivikelo Sokufinyelela E-Ureteral、Ibhasikidi Lokubuyisa Amatshe Alahlwayo Lomchamo、Umhlahlandlela Wokuxilonga Urology