Industry of medical devices: The industry spends on the low side centrally

Invasive Medical Skills

Aged the influence to medical industry, be valued by the personage inside most course of study. But the angle from industry researcher, not much to attention of among them industry of medical devices.
Li Ying of researcher of industry of medicine of galactic negotiable securities roc explain to this, because industry of medical devices is too dispersive, the competition of domestic company basically still is in in low end, deserve attention appear on the market the company is not much.
The industry is hot
Appear on the market the company is cold
Li Ying roc points out, from the point of industry of whole medical devices, get aged the influence that waits for an element, also be in the level that high speed increases actually.
Data shows, The developed country waits in the European Union, medicines and chemical reagents and product of medical devices in medical total production value average scale is 6: 4, and be in China, this data is only 9: 1.
Qiu Yipeng of researcher of industry of Great Wall negotiable securities reports in its year strategy middle finger goes out, enter gradually aged the society already was the main impetus that market of our country medicine rises quickly.
And the medical treatment expenditure of old people wants outclass youth. Research makes clear, charge of retired worker medical treatment and on-the-job worker photograph are than making an appointment with 3: 1, some countries are as high as 5 even: 1. Of gross of old people mouth expand quickly and occupy total population proportional rise quickly will become the main factor that prompts look of medical market enlarge.
Li Ying roc points out, as a result of aged, its incidence of a disease is higher, because this is taller to the use frequency of a few medical devices, be opposite at the same time demand of a few OK and civil medical devices are higher also.
And actually, senile and healthy industry still basically lies at present start level, its serve level and development research to return far demand of short of market. And the distribute channel of medical devices of a lot of senile family expenses still is with drugstore, bazaar mode holding battalion concurrently is given priority to all the time, cannot satisfy the consumptive requirement of old people.
In the meantime, because level of science and technology of the whole inside the industry and abroad still have certain difference, bring about high-end market to basically still be place of the company that cross a state to control, domestic proprietor of an enterprise is competing centrally intense in low end the market.
Occupy Li Ying roc to say, at present a few companies of domestic that become weller, be in rarely A appear on the market, some run go appearing on the market outside the condition. And, as a result of the industry concentration is spent not tall, domestic company can be in industry dominant position rarely. Only and specific company can have definite advantage in individual domain.
3 companies are worth to pay close attention to
Happy general medical treatment (300003.SZ) be in a domain to have in its quite advantage. The company basically pursues the research and development of coronary artery intervening medical devices, production and sale, it is the company that medical devices of domestic high end has core competition ability. Main product includes the medicaments inside blood-vessel (element of thunder handkerchief mildew) bracket of arteries and veins of system of wash out support, coronal carries a system to wait.
Li Ying roc points out, old people is at present medium, incidence of a disease is highest basically is cardiovascular disease, and what place of happy general medical treatment produces is this respect product. "And its are located also is the market of opposite high end. "And its are located also is the market of opposite high end..
Ethical negotiable security besmears antelope wave ever pointed out, system of support of wash out of product of core of happy general medical treatment built stronger competitive dominant position, have vast market space. This product takes company business income and wool profit respectively 78.64% , 86.81% , made the main source of gain. Compare with photograph of domestic and international congener product, have stronger competitive dominant position and higher market to have rate. And its are located domain of coronary artery intervening cure also is in high speed to grow period, serve as an industry get army enterprise, will greatly industry of benefit from benefit from grows.
Actually, besides happy general medical treatment, if the fish jumps medical treatment (002223.SZ) , 10 thousand east medical treatment (600055.SH) also be to be in industry of medical devices overall quality is higher.
Occupy Li Ying roc to analyse, fishJumping iatrical characteristic is sale system is done weller, commercialize quite, the mechanism is more agile, can capture market demand in time; And 10 thousand east iatrical industry position is higher also, but because be,be accused by the state-owend enterprise, managing go up to be shown slightly conservative.
To 10 thousand east medical treatment, qi Lu negotiable securities also is valued quite, think the company will become what video domain did not come to medicine to get bellwether. The equipment of nuclear magnetic resonance of the company in low end the market has stronger competition ability, after financial crisis affects the past, the development of this domain future can anticipate.