In recent years, our country's medical apparatus industry has ushered in explosive growth, and the market size has officially entered the trillion-yuan level. Policy support, accelerated population aging and upgraded medical demand have jointly promoted the expansion of the industry, and capital markets have also set off a new round of investment boom. Listed companies have put up the ante layout, seized the technical highland, and the industry competition landscape is quietly reshaping.
"Electric Eel Finance" noticed that the "14th Five-Year Plan" lists high-end medical apparatus as a key development area, and policies such as mass procurement and innovation approval open up space for domestic substitution. Capital markets have become a booster for the expansion of the industry. Leading companies such as Mindray Medical and United Image Medical have consolidated technical barriers by increasing R & D investment; Yuyue Medical and Lepu Medical have extended the industrial chain through cross-border mergers and acquisitions.
Behind the high prosperity of the industry, homogeneous competition and price reduction pressure of centralized procurement cannot be ignored. In the future, companies need to find breakthroughs in sub-segments such as intelligence (such as AI-assisted diagnosis) and precision (such as genetic testing equipment). As industry experts say: "The trillion-dollar market is not the end point, but the starting point of high-quality development."
From "follow-up" to "and run", China's medical apparatus industry is moving towards the high end of the global value chain. Under the dual incentives of policy and market, only enterprises with innovation as the spear and quality as the shield can win the future in this trillion-dollar competition.
