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Idatha Yokuwina Ibhidi Ye-Gastroenteroscopy ye-Q1 ne-Q2 2025 Emakethe YaseShayina

Njengamanje ngilinde idatha ngengxenye yokuqala yonyaka yezicelo zokuwina zama-endoscope ahlukahlukene. Ngaphandle kokuchitha isikhathi, ngokusho kwesimemezelo sangoJulayi 29 esivela ku-Medical Procurement (Beijing Yibai Zhihui Data Consulting Co., Ltd., esizobizwa ngokuthi i-Medical Procurement), amazinga ahlukaniswa ngokwesifunda nomkhiqizo, kanye nokuhlukaniswa okwengeziwe ngamasethi aphelele, ama-endoscopes angawodwa, kanye nobuchwepheshe.

 

Okokuqala, nazi izibalo zokuthengiswa kwamasethi aphelele kanye nezibuko zelensi eyodwa engxenyeni yokuqala ka-2025 (isithombe/umthombo wedatha olandelayo: Ukuthengwa Kwezokwelapha)

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Inani eliphelele lamasethi aphelele lingu-1.73 billion (83.17%), kanti elezibuko ezilodwa lingu-350 million (16.83%). Uma siliguqula libe inani eliphelele (amasethi aphelele + izibuko), bese silihlanganisa nesilinganiso semakethe ye-endoscope yamathumbu ka-2024 (umthombo wedatha: i-Bidi Bidding Network), isilinganiso kanye nezinguquko engxenyeni yokuqala yonyaka yilezi ezilandelayo:

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Ngokuphathelene nenani, uma kuqhathaniswa no-2024, izibalo ezilandelayo ziyiqiniso:

Imikhiqizo emithathu emikhulu engenisiwe ifaka u-78.27% wokuthengisa, okuwukukhuphuka okungu-5.21% kusuka ku-73.06% ngo-2024. Isabelo sokuthengisa seFujifilm sikhuphuke ngo-4%, ukuthengisa kwe-Apollo kwehle kancane, kanti ukuthengisa kwe-Pentax kukhuphuke ngo-1.43%. Lokhu kusikisela ukuthi ngemva kokufakwa komkhiqizo ongenisiwe (i-Fujifilm) endaweni yakini ye-gastroenteroscopes ekhethekile, ukuncintisana kwemikhiqizo yasekhaya kuzoncipha ngo-2025, ngisho nokubhekana nokuncintisana okukhulu kwangaphakathi.

 

Setha inani: Intengo ye-endoscope esetshenziswa kanye/Intengo ebekwe (ibalwa ngokusekelwe kudatha yokuthengwa kwezokwelapha)

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Ukukhuphuka kweFujifilm kuqhutshwa yikhwalithi ye-endoscope yesisu ethuthukisiwe (ukukhuthazwa okuqhubekayo kwe-LCI ne-BLI) kanye nokwakheka kwamasethi aphelele e-VP7000. Kokubili ikhadi le-ID kanye nentengo yokuthumela kuyakhanga kumakhasimende aphakathi kuya kwaphezulu. I-Fujifilm ilwa nokuhlasela i-Olympus ngobudlova futhi ilandela eduze i-Olympus, igxile kumdlavuza wesigaba sokuqala. Isabelomali esiphelele se-Olympus asikwazi ukudlula isitifiketi sokungenisa, ngakho-ke i-Fujifilm inamathuba amakhulu okuwina lesi sivumelwano. Lokhu kubonakala kusilinganiso se-lens/set esiphelele se-Fujifilm esingu-(0.15). Ngenkathi i-Fujifilm inenani eliphakeme lamasethi aphelele, isilinganiso sayo se-lens/set siphansi kakhulu kune-Olympus ne-Fujifilm. Lokhu kukhombisa ukuthi i-Fujifilm okwamanje igxile kumakhadi e-ID asekhaya kanye namasethi aphelele, okuyinto enenzuzo ngempela.

 

Ukuzinza kwe-Olympus: I-Olympus, umdlali ohamba phambili, izibophezele esikhundleni sayo. Ngemva kweminyaka emithathu yokuqina, naphezu kokwehla kwesabelo semakethe, ithole izindawo ezibalulekile zobuhle futhi iqhubekela phambili emakethe ephezulu. Ibuyekeze izikali zayo ngokusekelwe ohlwini lwayo olukhulu lwezinhlaka ezinkulu, ivumelana nezinqubomgomo futhi ivumelana namasu okukhiqiza asekhaya. Mhlawumbe, i-Olympus nayo ikhungathekile ngobunzima ebhekene nabo ekuthuthukiseni amasethi aphelele emishini ngenxa yokuntuleka kwezimvume zokungenisa. Ukwakheka komhlaba wonke kwe-GIS (Gastrointestinal Solutions Division) ku-FY26, ngokugxila kakhulu ku-gastroenterology, kungasiza ekusheshiseni ukwethulwa kwezikali ezintsha eShayina. Izikali ezinkulu zokuthengisa zihlala ziyi-CV-290, zilandelwe yi-CV-1500. Ngemuva kokufakwa kwe-Olympus endaweni, isabelo sayo semakethe kulindeleke ukuthi sikhuphuke ngo->5%. Idatha ngenani lamasethi aphelele kanye nezikali ezizodwa engxenyeni yokuqala ka-2025 (Isithombe ngezansi/umthombo wedatha: Ukuthengwa Kwezokwelapha)

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Ngokusho kwedatha yokuthengwa kwezokwelapha: amasethi angu-952 e-endoscopes yesisu kanye nama-endoscopes angu-1,214 athengiswe ezweni lonke ngaphakathi kwehora eli-1. Ukuguqulwa okungekuhle:

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Isabelo se-1H se-Pentax sasingu-4.34%, ukwanda okuncane kusuka ku-2.91% ngo-2024. I-Pentax inabalandeli bayo abathembekile, futhi uma ubheka isilinganiso se-1H single-lens/set sika-2025 (0.377), i-Pentax empeleni idlule i-Olympus (0.31). Isabelo sayo semakethe ye-mainframe sikhulu kakhulu kunesabakhiqizi basekhaya. Kulo mzamo wokugcina, i-Pentax inezela ngokuxhamazela ama-scope kuma-mainframe ayo (bheka idatha ye-Q1 gastroenteroscope ekhishwe yi-Bidi Bidding Network: 10 series gastroenteroscopes). Ukwanda okuncane kwesabelo semakethe kuyaqondakala. Ngaphezu kwalokho, uma kuqhathaniswa ne-Olympus ne-Fujifilm, intengo ephansi yamasethi yenza kube kuhle kakhulu. Izindaba ezinhle ze-Pentax ukuthi ilayisensi yokungenisa ye-i20 gastroscope entsha, exhuma ku-mainframe ka-8020c, isikhishiwe. Izindaba ezimbi ukuthi i-mainframe ka-8020 ayikavunywa.

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I-Sonoscape ne-Aohua, ikakhulukazi ngokwenani lamadola, zizobona ukwehla kwesabelo sazo se-Sonoscape ngo-2024. Lokhu kungase kube ngenxa yokuthi amaphrojekthi amaningi okuxhaswa ngezimali kwezokwelapha kazwelonke aqaliswa engxenyeni yesibili yonyaka, okuholela ekukhuleni kwesabelo semakethe kwikota yesine.

 

Into eyodwa okungafanele inganakwa ukuthi intengo emaphakathi ye-Sonoscape ngesethi ngayinye ingaphansi ngama-yuan angu-280,000 kune-Aohua. Sithemba ukuthi i-Sonoscape izogcina ukugxila kwayo okuyinhloko ku-endoscopy futhi ayithinteki kakhulu emathonyeni angaphakathi nangaphandle. Isilinganiso se-scope/set se-Sonoscape (0.041) kanye ne-Aohua (0.048) zihlobene nesisekelo esincane semishini ye-endoscopy, amazinga aphansi okuthenga kabusha phakathi kwamakhasimende asezingeni eliphansi, kanye nokugxila kumaphrojekthi ento eyodwa. Ngemva kokuqeda isethi, ukulungiswa okuqhubekayo kuzoletha imiphumela eyengeziwe. I-Sonoscape ne-Aohua kudingeka baqinise isu labo lokuthenga eliphindaphindwayo, babhekane nezinselele zombili ngqo. Vele, ukuhlaziya kwami ​​​​kungase kube nokuchelela, njengoba intengo ye-Aohua ngesethi ngayinye iphakeme ngama-yuan angu-280,000 kune-Sonoscape, okubavumela ukuthi bakhokhele izindleko ze-scope eyengeziwe. Mhlawumbe i-Aohua ifake i-scope eyengeziwe ekucushweni kwabo okunconywayo.

 

Ibekwe ku-678910, ukuthengiswa kwamayunithi amabili noma amathathu ngama-yuan ayizigidi ezimbili kuyiphutha.

I-Concemed, uhlobo lomkhiqizo oluhamba phambili lwasekhaya esigabeni sesibili, inentengo ephezulu ephakathi nendawo ngeyunithi ngayinye, kanti inikezwe ama-RMB ayizigidi eziyi-15 ezinyangeni eziyisithupha ezedlule. Izibhedlela eziwinile zifaka phakathi izibhedlela zasemalokishini kanye nezikhungo zemfundo ephakeme, ngamanani asukela ku-RMB eziyi-700,000 kuya ku-RMB eziyizigidi eziyi-2.5. Amamodeli amakhulu amayunithi angama-1000 kanye ne-1000p, kanti ama-scope angama-RMB ayi-1000 kanye nama-RMB ayi-800. Ngaphandle kwe-Aohua Kaili, i-Concemed uhlobo lokuqala olunikeza ama-scope aphezulu naphansi aphelele, anikeza inani elikhulu. Uma ungena ngokushesha, uzozuza ngokushesha. I-Concemed uhlobo lomkhiqizo lwasekhaya oluzwakala kakhulu ngemuva kwe-Aohua Kaili. Sizobona ukuthi ama-endoscope akhulisayo e-Concemed asebenza kanjani kamuva.

 

Nokho, ukwakheka komkhiqizo kufana ne-Mindray, kodwa isitayela sihlukile. Ngikuzamile futhi kuzwakala kukuhle njenge-Concemed. Ake sibone ukuthi kuzosebenza kanjani ekupheleni konyaka.

 

I-InnerMed iqale nge-endoscopic ultrasound yagcina yenze i-endoscopy kamuva. Isixazululo se-probe encane + i-endoscope esilandelayo sifanele amaqembu amaningi aphakathi nendawo futhi sinamandla.

 

I-Huger, imikhiqizo yayo ehilela iminyango eminingi, ingabhekwa njengomfowabo omkhulu we-endoscopy. Ekuqaleni yayigxile emnyangweni wokuphefumula, futhi manje emkhakheni wesimiso sokugaya ukudla, inethemba lokuthuthuka kakhulu.

 

Lynmou, angazi ngokwanele ngalokhu. Ingabe i-R&D kanye nokukhiqiza kuhlukile? Sixhumana kanjani? Njengoba kukhiqizwa ngaphakathi, uke wacabanga yini ngokuklama isibambo esincane sokusebenza? Ingabe sifaneleka kakhulu kubantu base-Asia nabesifazane?

 

Okokugcina, ukuthengisa amasethi aphelele kufana nokunqoba idolobha; ukuhlala kwelinye iyunithi kufana nokunqoba elinye; ukuthengisa amalensi ngamanye kufana nokulima insimu; ukulima okuqhubekayo kuholela ekuvuneni okuqhubekayo. Zombili zibalulekile. Isihluthulelo sokusebenzisa izinhlobo zamalensi ezikhethekile ukuhlinzeka ngensizakalo yesikhathi eside.

 

Thina, iJiangxi Zhuoruihua Medical Instrument Co.,Ltd., singumkhiqizi eShayina ogxile ezintweni ezisetshenziswayo ze-endoscopic, njengei-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-EMR, ESD, ERCP.

 

Imikhiqizo yethu inesitifiketi se-CE, ngokuvunyelwa kwe-FDA 510k kanti izitshalo zethu zinesitifiketi se-ISO. Izimpahla zethu zithunyelwe eYurophu, eNyakatho Melika, eMpumalanga Ephakathi kanye nengxenye ye-Asia, futhi zithola ukuqashelwa nokunconywa kakhulu ngamakhasimende!

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Isikhathi sokuthunyelwe: Septhemba-19-2025