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The supply and demand environment continues to improve, and leading medical device companies are expected to benefit from import substitution.
The National Health Commission recently released the "Large Medical Equipment Configuration Plan for 2018-2020," proposing that by the end of 2020, a total of 22,548 large medical devices will be planned for configuration nationwide, including 10,097 new devices to be implemented over three years. The overall planned configuration of proton therapy tumor systems nationwide is controlled to be within 10 units.
2018-11-22 21:29
The National Health Commission recently released the "2018-2020 Large Medical Equipment Configuration Plan," proposing that by the end of 2020, a total of 22,548 large medical devices will be planned for configuration nationwide, including 10,097 new devices to be implemented over three years. Among them, the overall national planning configuration for proton therapy tumor systems is controlled within 10 units, all of which are new configurations; the planned configuration for positron emission magnetic resonance imaging systems (PET/MR) is temporarily set at 33 units nationwide, including 28 new units; the planned configuration for surgical robots is set at 197 units nationwide, including 154 new units.
In recent years, the trend of urbanization and aging in our country has been accelerating, leading to a rapid increase in the demand for medical equipment. In 2017, the market size of medical devices in our country was approximately 458.3 billion yuan, with a compound annual growth rate of 24% over the past decade. On the other hand, the current development of the medical device market in our country still lags behind that of the pharmaceutical market, with a device/drug market size ratio of only 0.2:1, far below the global level of 0.5:1, indicating significant potential for future growth. Institutions predict that the growth center of the medical equipment industry in our country will remain around 15-20% in the next five years.
From the perspective of industry structure, the current medical device industry in our country presents a fragmented competitive landscape. Among the 16,000 medical device manufacturing enterprises, most are relatively small, with an average industry revenue scale of 23 million yuan. In contrast, in the global medical device market of 387 billion USD in 2016, the top ten companies had a combined sales revenue of 145.3 billion USD, accounting for a total market share of 37.55%. Medtronic, as a leading device company, had a sales revenue of 29.7 billion USD, maintaining a stable growth of about 3% per year, accounting for about 8% of the global market share. It can be seen that compared to developed countries in Europe and America, our country's medical device industry still has considerable growth potential.
Benefiting from the continuous improvement of the policy environment, our medical device industry is facing good development opportunities. Since 2014, the pace of policy introduction in related fields has significantly accelerated, especially with the gradual implementation of the hierarchical diagnosis and treatment policy, leading to a sustained rapid growth in demand for medical equipment in grassroots markets. In the first half of this year, the National Health Commission also released the management catalog for large medical equipment configuration licenses (2018), greatly reducing the list of equipment that requires approval for purchase from the National Health Commission. The large number of devices involved in the proposed large medical equipment configuration plan further reflects the country's support for the high-end medical device industry. In the future, as the efficiency of medical device approval processes continues to improve, the speed of companies listing innovative medical devices is expected to accelerate significantly, improving the current supply-demand imbalance in the industry, and the domestic large medical equipment industry is expected to welcome a spring.
From the perspective of the structure of our medical device market, high-end products such as color ultrasound machines, optical ray instruments, medical X-ray machines, high-end interventional materials, and diagnostic or testing reagents account for 44.3% of the total import value of medical devices in our country. Under the trend of controlling medical insurance costs and supporting domestic policies, high-quality domestic medical devices may accelerate the process of import substitution, and the import substitution potential in the aforementioned fields is quite considerable. Among listed companies, leading medical device enterprises such as Mindray Medical, Lanfang Medical, and Lepu Medical are expected to continue benefiting from the accelerated process of domestic import substitution.
Source: Yicai Network
keywords:
Health Commission,Medical equipment
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