Where is the next anchor point for domestic equipment to replace imports?

The spread of mass procurement has triggered new changes in the competitive landscape of the medical industry.
Domestic-made machinery companies have the opportunity to reshuffle, and the process of domestic substitution of imports is also accelerating
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But objectively speaking, domestic medical devices still have a lot of room for improvement, and most domestic products are concentrated in areas with relatively low technical thresholds

Yang Jianlong, director of the China Medical Equipment Association, said to Cyberlan: “Domestic substitution of imports is not mature enough and is still in the trial stage
.

” If domestic medical devices want to achieve real import substitution, it is far from enough to speed up and follow up

Domestic large equipment, is the breakthrough

Domestic large equipment, is the breakthrough

A few days ago, the Anhui Provincial Medical Insurance Bureau published an article "Anhui has achieved initial results in the centralized procurement of large-scale medical equipment
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"

The article said that in 2020, public medical institutions in Anhui Province signed up for the centralized procurement of 70 sets of equipment for Class B medical equipment
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Comprises a 1.

Among them, the proportion of domestic equipment winning bids has increased significantly
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Domestic brands won the bid for 8 units, accounting for 17.

In order to stimulate the overall vitality of domestic machinery enterprises, the green channel opened by the country for domestic medical devices is gradually widening
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According to the observations of Cyber ​​Blue, many places have issued regulations on the priority purchase of domestic medical equipment and strict examination and approval of imported medical equipment

Hangzhou City, Zhejiang, requires that, in principle, no imported products should be purchased for products that have been made domestically to replace similar products or have corresponding imported quantities
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The Hengyang Municipal Medical Insurance Bureau of Hunan stated in the centralized procurement of related consumables that the selected imported products account for less than 10% of the share

Promoting the localization of medical devices is not only a matter for the medical industry, but also related to the revitalization of the national real economy and the protection of national information security
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In the past five years, the growth rate of China's medical device market has been much higher than the international level, and the growth rate has always been maintained at more than 15%, which is 10 percentage points higher than the global medical device market

Is it to follow or run in parallel?

Is it to follow or run in parallel?

It is worth noting that although the process of domestic substitution of imports continues to accelerate and has achieved obvious results, the strength of China's medical device market in the field of high-end equipment is still relatively weak
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According to the observation of Cyblan Instruments, most of the large-scale medical equipment used in the top three hospitals in China is still imported equipment, and the domestic equipment that can enter the first-line medical institutions is rare
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Yang Jianlong said to Cyberlan Equipment: “In fact, in the field of high-end medical equipment, domestic medical equipment is still in a follow-up stage, and has not yet reached and run and lead the way
.
Domestic substitution of imports has not yet reached a relatively mature stage.
Still trying
.
"

He said that the current domestic substitution of imports is mainly some conventional equipment, as well as some commonly used large-scale equipment, concentrated in the low-end equipment field, including nuclear magnetic below 1.
5T, 64 rows of CT below
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Conventional equipment such as ultrasound monitoring and IVD equipment has a relatively high degree of substitution
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"Currently, domestic substitution has been developing very fast in the past two years, but we still have some gaps in some high-end surgical instruments and life support equipment such as imaging
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" Yang Jianlong told Cyberlan Instruments
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He mentioned that the current limitations of domestic substitution of imports are mainly in two aspects.
One is the technical level.
We have not broken through the existing bottlenecks in some core components and key technical fields.
In some high-end fields, some technical performance and product quality follow.
There are still gaps in imported products
.
On the other hand, there is the issue of user acceptance.
Especially large hospitals still prefer imported equipment.
The historical concept has not been completely changed, and a lot of work is still needed
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According to the observation of Cyber ​​Blue Devices, according to the current situation, conventional domestic medical devices can basically meet the domestic clinical needs, but the willingness and behavior of clinicians to use them greatly affects the market competitiveness of domestic devices, and patients The degree of trust in domestic devices also directly affects the doctor's choice
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It is worth noting that the proportion of doctors in primary medical institutions who choose domestic devices is higher than the willingness of secondary and tertiary hospitals
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Therefore, in addition to improving product quality and performance, it is also important to break the inherent concept and encourage the use of domestic medical devices in the social atmosphere and environment
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Overtaking in a curve can't just focus on speed

Overtaking in a curve can't just focus on speed

With the continuous maturity of volume procurement, centralized procurement is playing a reshaping role in the entire high-value consumables industry chain.
R&D, production, sales and other models are all changing.
Some leading domestic machinery companies are expanding their strength through horizontal integration.
Broaden the industrial chain
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Although more than 90% of the domestic market in the field of high-value consumables is still occupied by multinational giants, with policy support and technological innovation, China has also made good progress in the field of high-value consumables such as coronary stents and orthopedics.
Import substitution
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However, it should be noted that many domestic imitations are still following the old path of imitation.
With high-volume procurement, the industry concentration has increased, and market shares are more concentrated in leading companies.
The homogeneity brought about by imitation is in centralized procurement.
There is no way to go far
.
Overtaking in curves must be innovative, and key technologies and R&D investment must be paid attention to
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In addition, the policy is to guide, to bring the market is the core, the imported products can stimulate fierce competition in the market potential of domestic enterprises in mechanical, "not a single rejection of imported products, properly handle the relationship between the two
.
" Yang Jianlong representation
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Regarding which varieties will accelerate domestic substitution in the future, he said that it should still focus on some medium and low-end large-scale equipment, especially the IVD field, including some domestically mature high-value consumables and low-performance consumables.
These fields Will speed up domestic substitution
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In addition, domestic products are constantly improving in the fields of ventilators, ultrasound, and digital imaging
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Coupled with national policies and industry guidance, domestic substitution will continue to accelerate
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In any case, the trend of domestic substitution is irreversible, and more mid-to-high-end areas will be attacked in the future, but acceleration is not enough.
The key to breaking the game is still R&D and technology
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