Emkhakheni we-endoscopes yezokwelapha zasekhaya, kokubili ama-Flexible and Rigid endoscopes sekunesikhathi eside kubuswa imikhiqizo evela kwamanye amazwe. Kodwa-ke, ngokuthuthuka okuqhubekayo kwekhwalithi yasekhaya kanye nokuthuthuka okusheshayo kokufakwa esikhundleni, i-Sonoscape ne-Aohua zigqama njengezinkampani ezimele emkhakheni wama-endoscopes aguquguqukayo.

Imakethe ye-medical endoscope isabuswa yizimpahla eziphuma kwamanye amazwe

Ilonke izinga lobuchwepheshe kanye nenqubo yezimboni yemboni ye-endoscope yezokwelapha yaseShayina kade yasalela emuva kwamazwe athuthukile, kodwa izinkampani eziningi zenze inqubekelaphambili enkulu kweminye imikhakha emincane, kancane kancane zathola imikhiqizo ephuma kwamanye amazwe esezingeni eliphezulu esezingeni eliphezulu ezinkomba zokusebenza eziwumongo njengokucaca kwesithombe nokukhiqizwa kombala. Ngo-2017, izinga lendawo yomkhakha we-endoscope yezokwelapha waseChina lalingu-3.6% kuphela, elikhuphuke laya ku-6.9% ngo-2021, futhi kulindeleke ukuthi lifinyelele ku-35.2% ngo-2030.

Izinga lasekhaya lama-endoscopes ezokwelapha e-China (Import & Domestic)

I-Rigid Endoscope: Ngo-2022, usayizi wemakethe wemakethe ye-endoscope eqinile yaseChina cishe uyizigidi eziyizinkulungwane eziyi-9.6, kanye nemikhiqizo engenisiwe efana ne-Karl Storz, i-Olympus, i-Stryker, ne-akhawunti yomkhiqizo we-Wolf ngesamba esingu-73.4% sesabelo semakethe. Imikhiqizo yasekhaya yaqala sekwephuzile, kodwa izinkampani zasekhaya ezimelwe yi-Mindray zenyuka ngokushesha, zenza cishe u-20% wesabelo semakethe.

I-Flexibe Endoscope: Ngo-2022, usayizi wemakethe wemakethe ye-endoscope eguquguqukayo yaseChina cishe uyizigidi eziyizinkulungwane ezingu-7.6 zamayuan, kanti uhlobo olungenisiwe lwe-Olympus ilona lodwa, olubalelwa ku-60.40% wesabelo semakethe yasekhaya, kanti iFuji yaseJapan ikleliswe endaweni yesibili ngesabelo esingu-14%. Izinkampani zasekhaya ezimelelwe i-Sonoscape ne-Aohua zephule ukubusa kobuchwepheshe bangaphandle futhi zakhuphuka ngokushesha. Ngo-2022, i-Sonoscape yakleliswa kuqala e-China ngesabelo sika-9% kanye nesithathu emakethe; I-Aohua ikleliswe endaweni yesibili e-China ngesabelo sika-5.16% nesesihlanu emakethe.

I-Matrix Yomkhiqizo

I-Aohua igxile kuma-endoscopes ezempilo aguquguqukayo kanye nezinto ezisetshenziswayo eziseceleni. Imikhiqizo yayo isetshenziswa kakhulu eminyangweni yomtholampilo efana ne-gastroenterology, imithi yokuphefumula, i-otolaryngology, i-gynecology, kanye nemithi yezimo eziphuthumayo.

Le nkampani isungule imigqa yemikhiqizo emine emikhulu, okuhlanganisa i-ultrasound, i-endoscopy, ukuhlinzwa okungavamisile, kanye nokungenelela kwenhliziyo nemithambo yegazi. Iphethini yokuthuthukisa yemigqa eminingi yemikhiqizo yenziwe ekuqaleni. Phakathi kwazo, ibhizinisi le-endoscopy seliphenduke enye yezingxenye eziyinhloko zebhizinisi lenkampani futhi liwumthombo oyinhloko wokukhula kwenkampani. Ibhizinisi le-endoscopy lenkampani lisekelwe ikakhulukazi kuma-endoscopes aguquguqukayo, futhi libandakanya izinto ezisebenzisekayo ze-endoscopy kanye nama-endoscopes aqinile.

Isakhiwo somkhiqizo we-Flexible Endoscope senkampani ngayinye

I-Sonoscape ne-Aohua zombili zenze isakhiwo somkhiqizo esiphelele emkhakheni wama-endoscopes athambile, futhi ukuhlelwa komkhiqizo wabo kuseduze nalokho kwe-Olympus, umholi womhlaba kuma-endoscopes aguquguqukayo.

Umkhiqizo ohamba phambili we-Aohua i-AQ-300 ubekwe emakethe esezingeni eliphezulu, i-AQ-200 esebenza ngokulinganayo futhi intengo iqondiswe emakethe emaphakathi, futhi imikhiqizo eyisisekelo efana ne-AQ-120 ne-AQ-100 ifanele imakethe ephansi.

Umkhiqizo we-endoscope oguquguqukayo we-Sonoscape i-HD-580 ubekwe emakethe esezingeni eliphezulu, futhi umkhiqizo wamanje ojwayelekile othengiswayo yi-HD-550, obekwe phakathi nendawo. Inemikhiqizo ecebile egciniwe ezimakethe eziphansi nezimaphakathi.

Ukuqhathaniswa kokusebenza kwe-mid-range kanye nama-endoscopes aphezulu

Imikhiqizo ye-endoscope ephezulu ye-Sonoscape ne-Aohua isivele ibambene nemikhiqizo ehamba phambili yamazwe ngamazwe ezicini eziningi zokusebenza. Nakuba imikhiqizo ephezulu yalezi zibili iye yakhuthazwa emakethe isikhathi esifushane, ikhula ngokushesha emakethe ephezulu ngokuthembela ekusebenzeni kwekhwalithi ephezulu kanye nokusebenza kwezindleko eziphezulu.

Njengamanje, imakethe yasekhaya ye-Aohua ne-Sonoscape isezibhedlela zesibili neziphansi. Ngesikhathi esifanayo, bethembele ekwethulweni kwemikhiqizo ephezulu, basheshe bathatha imakethe ephezulu ngaphezu kwezinga lemfundo ephakeme eminyakeni yamuva, futhi imikhiqizo yabo iye yaqashelwa kakhulu emakethe. Phakathi kwazo, i-Sonoscape endoscopes ingene ezibhedlela zemfundo ephakeme ezingaphezu kuka-400 ngo-2023; I-Aohua ithembele ekuthuthukisweni kwesistimu ye-endoscope ye-AQ-300 4K ye-ultra-high-definition ngo-2024, futhi yafaka (okuhlanganisa namabhidi awinile) izibhedlela zemfundo ephakeme eziyi-116 ngalowo nyaka (ezingu-73 nezingu-23 zemfundo ephakeme zafakwa ngo-2023 nango-2022 ngokulandelanayo).

Imali engenayo yokusebenza

Eminyakeni yamuva, ukusebenza kwe-Sonoscape ne-Aohua kuye kwakhula ngokushesha, ikakhulukazi emabhizinisini ahlobene ne-endoscopy. Yize kuzoba nokuguquguquka ngo-2024 ngenxa yomthelela wezinqubomgomo zemboni, ukuqaliswa kwezinqubomgomo zokuvuselelwa kwemishini elandelayo kuzoqhubeza nokutholwa kwesidingo semakethe.

Imali engenayo ye-endoscopy ye-Aohua inyuke isuka ku-160 million yuan ngo-2018 yaya kumayuan ayizigidi ezingama-750 ngo-2024. Ngo-2020, ngenxa yomthelela walolu bhubhane, imali engenayo yonyaka yehle ngo-11.6%. Kusukela kwakhululwa imikhiqizo esezingeni eliphezulu ngo-2023, ukukhula kokusebenza kuye kwakhula ngesivinini. Ngo-2024, izinga lokukhula lehlile ngenxa yomthelela wezinqubomgomo eziphathelene nemishini yezokwelapha yasekhaya.

Imali engenayo ephelele ye-Sonoscape Medical ikhuphuke isuka ku-1.23 billion wamayuan ngo-2018 yaya kumayuan ayizigidi eziyizinkulungwane ezingu-2.014 ngo-2024. Phakathi kwayo, imali engenayo yamabhizinisi ahlobene ne-endoscopy inyuke isuka ezigidini ezingu-150 zamayuan ngo-2018 yaya kumayuan ayizigidi ezingu-800 ngo-2024. ukukhula, kodwa ngaphansi kwethonya lezinqubomgomo ezihlobene nemishini yezokwelapha ngo-2024, ibhizinisi elihlobene ne-endoscopy lehle kancane.

Ngokwemali engenayo ephelele yenkampani, isamba sebhizinisi le-Sonoscape liphezulu kakhulu kunele-Aohua, kodwa izinga lokukhula kwalo liphansi kancane kune-Aohua. Ebhizinisini le-endoscopy, ibhizinisi le-Sonoscape elihlobene ne-endoscopy liselikhulu kancane kune-Aohua. Ngo-2024, imali engenayo yebhizinisi le-Sonoscape ne-Aohua ehlobene ne-endoscopy izoba izigidi ezingama-800 kanye nezigidi ezingama-750 ngokulandelana; ngokwezinga lokukhula, ibhizinisi le-Sonoscape le-endoscopy lakhula ngokushesha kune-Aohua ngaphambi kuka-2022, kodwa kusukela ngo-2023, ngenxa yokwanda kwevolumu yemikhiqizo ephezulu ye-Aohua, izinga lokukhula kwe-Aohua liye ladlula izinga lokukhula kwebhizinisi le-Sonoscape le-endoscopy.

Ukuqhathaniswa kwemali engenayo yokusebenza kwe-Aohua kanyeI-Sonoscape
(100 million yuan)

Imakethe yasekhaya ye-endoscope yezokwelapha ibuswa yimikhiqizo evela kwamanye amazwe. Abakhiqizi basekhaya abamelwe i-Sonoscape ne-Aohua bakhuphuka ngokushesha futhi kancane kancane bashintsha ukungenisa. Ibhizinisi lasekhaya liyindawo yebhizinisi ebaluleke kakhulu ye-Sonoscape ne-Aohua. Ngo-2024, ibhizinisi lasekhaya libalelwa ku-51.83% kanye no-78.43% wevolumu yebhizinisi le-Sonoscape ne-Aohua ngokulandelanayo. Ngaso leso sikhathi, izinkampani ezihola phambili zasekhaya ezimelelwe yi-Sonoscape ne-Aohua zisebenza ngenkuthalo izimakethe zaphesheya kwezilwandle, futhi umthamo webhizinisi wama-endoscopes wezokwelapha wasekhaya emakethe yamazwe omhlaba uyaqhubeka nokukhuphuka.

Ibhizinisi le-endoscope lamazwe ngamazwe le-Aohua liyaqhubeka nokukhula, lisuka kumayuan ayizigidi eziyi-100 ngo-2020 laya kumayuan ayizigidi eziyi-160 ngo-2024, kodwa isabelo salo sebhizinisi lamazwe ngamazwe sehle sisuka ku-36.8% ngo-2020 saya ku-21.6% ngo-2024.

Ibhizinisi lezokwelapha le-Sonoscape liqukethe imikhakha eminingi, futhi izakhiwo zasekhaya nezangaphandle zebhizinisi le-endoscope azidalulwa ngokwehlukana. Inani lebhizinisi lamazwe ngamazwe lale nkampani liyakhula, lisuka kuma-yuan ayizigidi ezingu-500 ngo-2020 laya kuma-yuan ayizigidi ezingu-970 ngo-2024, futhi ingxenye yebhizinisi lamazwe ngamazwe izinzile, phakathi kuka-43% no-48%.

Ukuqhathaniswa kwebhizinisi lamazwe ngamazwe okuvulwe i-Aohua ne-Sonoscape
(100 million yuan)

Ingxenye yebhizinisi lamazwe ngamazwe elivulwe yi-Aohua ne-Sonoscape
Izinga lenzuzo

Njengoba izinkampani ezimbili eziphambili zama-Flexible endoscopes ezokwelapha ezifuywayo, i-Aohua ne-Sonoscape ziye zagcina umkhawulo wenzuzo enkulu uma kuqhathaniswa nemikhiqizo yazo yekhwalithi ephezulu namandla azo okudayisa. I-gross profit margin ye-Aohua ikhule kancane kancane isuka ku-67.4% ngo-2020 yaya ku-73.8% ngo-2023, kodwa izokwehla iye ku-68.2% ngo-2024; Umkhawulo wenzuzo ye-Sonoscape ukhule kancane kancane usuka ku-66.5% ngo-2020 wafinyelela ku-69.4% ngo-2023, kodwa uzokwehla ufinyelele ku-63.8% ngo-2024; Isilinganiso senzuzo iyonke ye-Sonoscape ingaphansi kancane kunaleyo ye-Aohua, kodwa ibangelwa kakhulu umehluko wesakhiwo sebhizinisi. Uma kucatshangelwa kuphela ibhizinisi le-endoscopy, imajini yenzuzo iyonke ye-Sonoscape inyuke isuka ku-65.5% ngo-2020 yaya ku-74.4% ngo-2023, kodwa izokwehla iye ku-66.6% ngo-2024. Isamba senzuzo yemalinge yamabhizinisi amabili e-endoscopy ayaqhathaniswa.

Ukuqhathaniswa kwenzuzo enkulu phakathi kwe-Aohua ne-Sonoscape

Ukutshalwa kwezimali kwe-R&D

Kokubili i-Aohua ne-Sonoscape zinamathisela ukubaluleka okukhulu ocwaningweni nasekuthuthukisweni komkhiqizo. Izinga lezindleko ze-R&D ze-Aohua likhuphuke lisuka ku-11.7% ngo-2017 laya ku-21.8% ngo-2024. Izinga lezindleko ze-R&D ze-Sonoscape lisahleli liphakathi kuka-18% no-20% eminyakeni yamuva, kodwa ngo-2024, ukutshalwa kwezimali kwe-R&D kuye kwakhuphuka, kwafinyelela ku-23.5%.

Ukuqhathaniswa kwezindleko ze-R&D phakathi kwe-Aohua ne-Sonoscape (isigidi samayuan)

Ukuqhathaniswa kokutshalwa kwezimali kwabasebenzi be-R&D phakathi kwe-Aohua ne-Sonoscape

Kokubili i-Aohua ne-Sonoscape zinamathisela ukubaluleka okukhulu ekutshalweni kwezimali kubasebenzi be-R&D. Eminyakeni yamuva nje, ukwabiwa kwabasebenzi bakwa-Kaili be-R&D kuhlale kuzinzile ku-24% -27% yenani eliphelele labasebenzi, kuyilapho ukwabiwa kwabasebenzi be-R&D be-Aohua kuhlale kuzinzile ku-18% -24% yenani eliphelele labasebenzi.

Thina, i-Jiangxi Zhuoruihua Medical Instrument Co., Ltd., singumkhiqizi waseChina ogxile ezintweni ezisetshenziswayo ze-endoscopic, ezifanai-biopsy forceps, i-hemoclip, polyp ugibe, inaliti ye-sclerotherapy, fafaza i-catheter, amabhulashi e-cytology, guidewire, ubhasikidi wokubuyisa amatshe, i-catheter ye-nasal biliary drainage,Ukungena emgodleni we-ureralfuthiUkungena emgodleni we-ureral ngokumuncwanjll ezisetshenziswa kakhulu kuI-EMR, ESD, I-ERCP. 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!