Medical equipment for the golden decade these areas will become a point of explosive growth.

In recent years, the medical device industry is expected to usher in a golden decade of rapid development, thanks to technological innovation, manufacturing capacity upgrading, policy benefits and capital promotion.
it is understood that the average annual compound growth rate of China's medical technology and medical device industry revenue in 2011-2018 is as high as 20.7%, far higher than the global average annual compound growth rate of about 3%, and the revenue of medical device manufacturers in 2021-2022 is expected to exceed 1 trillion yuan.
2016-2022, China's medical device manufacturers' main income in the aging of the population, the pharmaceutical industry gradually improve the background, the next 10 years, China's medical device industry development rate will continue to maintain an average annual growth rate of more than 10%.
wearable medical devices, home medical devices, immunodiagnosis, molecular diagnostic/gene sequencing technology, AI imaging-assisted diagnostics, 3D-printed implants, surgical robots, rehabilitation aids, are expected to become the future of the medical device industry investment hot spot.
01 Wearable medical devices Wearable medical devices are portable medical or health electronic devices that can be worn directly on the body to perceive, record, analyze, regulate, intervene and even treat diseases or maintain health status with software support.
are divided into three categories: sports health, slow disease management and interventional conditioning by function.
1, the market size is understood to be the global wearable medical device market in 2016 total sales of $2 billion, in 2017 was $2.394 billion.
forecast total sales of more than $6 billion in 2023.
domestic wearable medical device market is also developing rapidly, it is understood that the market volume of 1.2 billion in 2015, in 2018 to 7.1 billion, an increase of up to six times.
forecast that the domestic wearable medical devices will exceed 12.2 billion yuan by 2020.
2, related enterprises with the rapid development of medical, chip and other technologies, wearable medical products at home and abroad are emerging, mainly used in patient detection, intelligent physical examination and health tracking and so on.
the future of wearable medical devices for domestic wearable medical device products abroad, it is likely to be a new technology that fundamentally changes human medical health.
As patients become more complex and diverse, the public's awareness of maintaining physical health continues to rise, as well as the rapid development of the Internet, the Internet of Things, data interconnection, rapid development of technology, wearable medical devices industry ushered in explosive growth.
02 household medical devices home medical devices, is mainly suitable for home use of medical devices, with simple operation, small size, easy to carry and so on, roughly divided into 4 categories, home health care equipment, home health massage products, home medical rehabilitation equipment, home care equipment.
1, the market size of Europe and the United States home medical device equipment output value reached more than 26 billion U.S. dollars, an annual growth rate of more than 16%, known as the next decade one of the fastest growing industries.
, sub-health, professional rehabilitation, aging and other large population, user base of up to 100 million levels.
, the market size of household medical devices in 2019 is about 118.9 billion yuan, an increase of 25.42 percent year-on-year.
2, related enterprises with China's consumption level upgrade, the degree of aging deepens, people pay more and more attention to health management, family health management has become more and more concerned about the market areas.
at present, household medical devices have gradually come to the fore, the market for household blood pressure meters, blood glucose meters, small massager sales are very popular.
at the same time, the proportion of domestic household medical devices accounted for less than 11% of the output value of the entire medical device industry, which means that the market has huge market potential, household medical devices are undoubtedly the most potential for future development sub-sectors.
03 Immunodiagnosis, Molecular Diagnostics/Gene Sequencing Technology Immunodiagnosis refers to the application of immunological technology, i.e. antigen and antibody specific binding to diagnose pathogens, mainly covering virus and blood source examination, hepatitis detection, sexually transmitted diseases monitoring (HIV, etc.), tumor detection and other fields.
is the technique of using molecular biology methods to detect changes in the structure or expression level of genetic material in patients.
molecular diagnostic technology has ushered in the era of gene sequencing, gene sequencing has a high fluff, comprehensive detection information, high accuracy of obvious advantages, the future of the most sustainable outbreak potential.
1, market size 1) the scale of the immunodiagnosis market in recent years, with the technology update iteration and the improvement of detection sensitivity requirements, immunodiagnosis has become China's IVD market the largest segment.
2018, the domestic immunodiagnosis market has reached 20 billion.
, immunodiagnosis has achieved good localization results in low- and medium-end diagnostic equipment and diagnostic reagents, but in the high-end immunodiagnosis market, it is still a monopoly of foreign giants.
2) Molecular diagnostic/gene sequencing market size From a global perspective, the gene sequencing market has grown rapidly in recent years, from $794 million in 2007 to $4.5 billion in 2013, with a compound annual growth rate of 33.5%, and then $11.7 billion in 2018, with a compound annual growth rate of 21.1%, and is expected to continue to grow rapidly in the coming years.
in China, the market size of gene sequencing industry grew at a compound annual growth rate of about 40% in 2010-2019, and the market size of gene sequencing industry in China in 2019 was about 14.91 billion yuan, which is a good example of the large scale of gene sequencing market in China.
2, related enterprises in the chemical luminescence and other mainstream detection technology, immunodiagnosis development speed is very fast, has now become the IVD industry market share of the largest segment, is a veritable "wind mouth."
in the early stages of global development, China basically started at the same time with foreign countries, the technical differences are small.
with the maturity of sequencing technology, the cost of sequencing decreased, the penetration rate of gene sequencing services gradually increased, and will maintain rapid growth in the future.
04AI Imaging Assisted Diagnostics AI Imaging Assisted Diagnostics products mainly refer to the rapid reading and intelligent diagnosis of medical images through computer vision technology.
AI can be used in the diagnostic link of medical imaging, which can be divided into two stages, one is to identify patient images by using image recognition technology and give preliminary diagnosis results, and the other is to train artificial intelligence system through a large amount of imaging data and clinical diagnostic information, so that it has independent diagnostic ability, reduce the misdiagnosis rate of complex diseases and improve the level of diagnosis.
AI imaging-assisted diagnostic products can be divided into the following categories according to the application department and data form, of which the largest market in radiology, its revenue accounted for 10%-20% of hospital revenue.
1, the market size is understood, image inspection revenue accounted for more than 10% of the total revenue of the hospital.
2015, China's total expenditure on medical and health care exceeded 4 trillion yuan, of which about 400 billion yuan was spent on medical imaging, and it is predicted that by 2020, China's medical imaging market will reach 600 billion to 800 billion yuan.
700 billion, assuming that the diagnostic sector accounts for about 20%, the market size of medical imaging diagnostics in 2020 is 140 billion.
ai-intelligence penetration reaches 20%, then the corresponding AI image-assisted diagnostic potential market space of 28 billion yuan.
2, related enterprises at home and abroad are in the early stage of cultivation, there is no AI image-assisted diagnostic products to achieve large-scale sales.
The current market involved in AI image-assisted diagnostic enterprises can be broadly divided into three categories: 1) Tencent / Science and Technology News Fly and other technology giants have financial advantages and talent advantages, in the acquisition of AI enterprises, integration of product lines have a greater advantage.
2) GPS / co-image and other device giants have sales channel advantages and hard and soft combination advantages, in the specific commercial landing has a greater advantage.
3) AI start-ups have the advantages of high flexibility and strong hospital service capabilities, and have a great advantage in obtaining data and developing products in hospitals.
053D printing implant medical 3D printing is used in the field of implants, mainly in the field of dredging type and construction type, dredging type is mainly for cardiovascular disease, construction type is used to reconstruct various types of tissue organs.
more orthopaedic implants, stent implants and dental implants on the market.
1, the market size in 2016, the global 3D printing medical market reached $1,229 million, of which the 3D printing implant market reached $823 million, the 3D printing medical market is expected to reach $9.639 billion by 2024, of which the implant market reached $8.12 billion.
2, related enterprises comprehensive domestic and foreign situation, the current market engaged in 3D printing medical applications of enterprises are relatively small and scattered, engaged in 3D printing medical applications of no more than 100 companies, far from reaching maturity, whether the FDA or CFDA have not yet issued standard documents for medical devices.
06 As an auxiliary device for surgical doctors, the
06 surgical robot has the advantages of precise positioning, fine movement and avoiding fatigue, which can improve the success rate of surgery, achieve minimally invasive surgery, reduce the amount of radiation that doctors are exposed to during surgery, and shorten the time for patients to recover in hospital.
according to the medical application area, the surgical robot can be divided into orthopaedic surgery robot, neurosurgery robot, peeposcopic surgery robot and vascular interventional surgery robot.
1, the market size is understood to be 3.2 billion U.S. dollars in 2015, with the accelerated aging of the population and the development of the robot industry base, the global surgical robot market is forecast to reach 5.7 billion U.S. dollars in 2020.
the rising incidence of chronic diseases such as cardiovascular, neurovascular and tumor diseases will bring a greater market for surgical robots, and the industry will be blowing out.
, the surgical robot industry has maintained a high growth rate in recent years, with the market size of the surgical robot industry reaching 619 million yuan in 2019, up 40.6% yoY.
china's domestic surgical robots have developed rapidly, with the domestic surgical robot market reaching 323 million yuan in 2019, accounting for 52.16 percent in 2019, up from 20.58 percent in 2016.
years, Chinese enterprises have invested in surgical robot technology and achieved remarkable results.
with the advance of localization process, application maturity and cost decline, the market will usher in explosive growth.
the high price of surgical robots, the prevalence and uivity of surgical robots in China is low, the number of surgical robots installed in China increased from 27 in 2016 to 87 in 2019.
2, related enterprises 1) foreign major surgical robot companies introduction 2) the development of china's major surgical robot enterprises face the price threshold for surgical robots into medical institutions, high operating costs, intellectual property monopoly restricts the cost of domestic surgical robot research and development, but with national policy support, enterprise research and development investment growth, the surgical robot industry has broad prospects for development.
07 Rehabilitation Aids are usually used in rehabilitation medical treatment for rehabilitation training and treatment, helping to improve or restore function.
by application, rehabilitation equipment includes rehabilitation medical equipment, rehabilitation education equipment and assistive devices.
according to the different mode of action, but also can be divided into rehabilitation assessment equipment, rehabilitation training equipment and rehabilitation physiotherapy equipment.
1, market size according to statistics, the number of people in the world in 2018 has exceeded 7.5 billion.
, about 962 million people over the age of 60, or 12.8 per cent of the global total.
estimates that the global population will reach 9.8 billion by 2050, of which about 3.1 billion are over the age of 60, and the proportion of the elderly in need of accessories is about 50%.
same year, data showed that there were about 1 billion people with disabilities worldwide, and that the demand for accessories for persons with disabilities was about 40 per cent.
based on the $80 per capita cost of rehabilitation in the United States, conservative estimates put the size of the global stock market at about $78 billion.
, the number of people aged 60 and over accounted for 17.3 per cent of the population by 2017 and is expected to exceed 20 per cent by 2020.
conservative estimate that about 20% of the elderly over the age of 60 need rehabilitation care, the number of elderly people in need of rehabilitation care in China will exceed 60 million by 2024.
it is understood that in 2017, China's existing disabled people about 85 million, with rehabilitation needs of about 68 million, is expected to exceed 100 million in 2020, but at present less than 10% of people with disabilities receiving rehabilitation care.
health care support, the future domestic rehabilitation market potential is very large.
According to the Great Wall Guorui Securities Research Institute, the current size of China's rehabilitation medical market is about 20 billion yuan (about 15 yuan per capita), compared with the U.S. rehabilitation medical market of 20 billion (about $80 per capita, excluding long-term care), to 200 The market size of US$0 billion (using about US$800 per capita, including long-term care) still has a lot of room, according to the domestic population of more than 200 million middle-class people can reach the level of rehabilitation consumption in the United States, per capita consumption of US$80, the future market size is expected to reach more than 100 billion.
compared with developed countries, China's rehabilitation aids industry is still in the early stages of development, especially in the sub-sector of small products are the most lacking.
-end old-age accessories in the domestic market are mainly monopolized by foreign countries, while the middle and low-end markets are mainly occupied by domestic accessories.
at the same time, China's large-scale rehabilitation aids production enterprises only more than 100, equivalent to 3% of the total number of U.S. enterprises, 6% of Germany.
1, related enterprises 1) foreign rehabilitation accessories in the field of companies 2) domestic rehabilitation accessories in the field of the company's current domestic rehabilitation aids industry does not lead the market, the international only the United States, Germany and other developed countries have group enterprises in the leading market.
, the domestic rehabilitation of the auxiliary market leading enterprises to cultivate urgent.
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