The wave of medical imaging equipment "Great Domestic" is coming.

"Domestic" is re -defined.

High -performance magnetic resonance imaging system (MR), X -ray computer fault scanning system (CT), molecular imaging system (PET/CT, PET/MR), the price of the single machine is usually more than 5 million yuan, and some even up to 50 million yuan It is often the most "golden and expensive" of many video inspection equipment in modern hospitals.

As one of the industries that were once "stuck", domestic medical imaging equipment once seriously relied on imports. The most exaggerated time, in the MR and CT equipment markets, imported products have occupied more than 90%of the domestic market share.

In order to change this situation, the policy has begun to "operate" to the field in order to help domestic equipment -in addition to providing support in different stages of the product life cycle (especially approval), it is also required that the hospital is required to purchase domestic equipment priority, including but not limited to but not limited to but not limited to but not limited to but not limited to but not limited to but not limited to but not limited to but not limited to but not limited to but not limited to but not limited to but not limited to but not limited to but not limited to but not limited to but not limited to but not limited to but not limited to but not limited to but not limited to but not limited to but not limited to but not limited to but not limited to but not limited to it The

The "Government Procurement and Imported Products Audit Guidance Standard (2021 Edition)" stipulates the percentage of public hospitals to purchase domestic medical devices.

"Made in China 2025" requires the proportion of high -end domestic medical equipment at county -level hospitals: 50%in 2020, 70%in 2025, and 95%in 2030; focusing on manufacturing advanced image equipment, robotic equipment, and other high -performance diagnostic equipment, etc. Essence

"Outstanding Domestic Medical Equipment Products Catalog" encourages or requires medical institutions to prioritize domestic equipment to achieve advanced technical standards.

Nowadays, with the opening of the domesticization of medical equipment, the local large -scale medical imaging equipment has also begun to open the door of the "Three A" hospital procurement, and it has basically achieved localization in the low -end product field. Promote at full speed.

Under the curtain of import substitution, "domestic" is re -defined

According to data provided by the third -party consulting company Yippso IPSOS, the domestic market share of Chinese medical devices/equipment accounted for 60%in 2020 in 2010; %Growth is 64%, and the compound growth rate reaches 19%. Import replacement can be described as "potential", but the growth of specific segmentation is different.

From the perspective of medical imaging equipment, it mainly includes five subdivided tracks: MR, CT, DR, ultrasound, and molecular image system (PET/CT, PET/MR).

Typical examples such as the DR field. In just a few years, they took the lead in highlighting the siege from the image monopoly market and fully realized localization. The ball pipes have corresponding equipment providers, and have the largest user group in China's vast county medical market.

According to the data of IPSOS, the localization rate of China's CT equipment has been calculated by more than 80%according to the number of platforms, of which the proportion of CT in 16 and below (Note: "Row" generally refers to the number of detectors), and the 16-64 row CT CT The domestic rate rate has grown the fastest in recent years, and CT 128 or above has also achieved domestic breakthroughs since 2019. As for the MR field, its localization rate also increased from 28%in 2010 to 60%of 2020, of which 1.5T and below (Note: T is "Tesla", which is the mid -range MR product of the magnetic field strength unit). The rate is the fastest.

Behind these data growth is that the core technology of domestic medical imaging products is gradually overcome and the rise of product quality and word of mouth. This is not only due to the rapid rise of local manufacturers represented by Lianying and Mai Rui, but also the successful implementation of the localization strategy of multinational enterprises represented by GE medical.

As the partners of the strategic consultant service line of Yippso introduced, from the statistics of the above -mentioned third -party research agencies, the statistics of the "domestic" proportion contain not only the equipment produced by Chinese companies in the traditional sense, but also includes the equipment, but also includes the equipment, but also includes the equipment of Chinese companies, but also includes the equipment, but also includes the equipment, and also includes the equipment of Chinese companies, but also includes the equipment, and also includes the equipment of Chinese companies, and also includes the equipment, and also includes the equipment of Chinese companies, and also includes the equipment, and also includes the equipment of Chinese companies, and also includes the equipment, and also includes the equipment, and also includes the equipment, and also includes the equipment. The equipment produced by international brands in China's supply chain. It can be said that "domestic production is being re -defined."

It is understood that in October 2021, the "Notice on Implementing Equal Treatment of Domestic and Foreign Enterprises in Government Procurement Campaign" issued by the State Council clarified the definition of domestic production, that is, products produced by domestic and foreign capital in China. In addition, according to the provisions of my country's "Government Procurement Law", government procurement is based on the principle of procurement of domestic goods, engineering and services. The "domestic goods" mentioned here include the equipment of foreign brands produced by wholly -owned joint ventures in China.

It can be seen that "domestic equipment" is no longer a traditional understanding (products produced by local brands in China); at present, both the policy level and the industry's development trend, they are more inclined to the broad concept of "big domestic" general concepts. , That is, not only the domestic brand, but also the products produced by foreign brands in China.

"Comprehensive Domestic" problem solving ideas

Under such a special "policy opportunity", multinational medical device manufacturers have increased their "localization" and settled in China to set up a supply chain. Typical "GPS", as well as cross -borders such as Johnson & Johnson, Yinalina, Hitachi, Derunte, etc. enterprise.

Investigate its driving force, one, multinational manufacturers have obvious technical, brand and channel advantages, which can make up for the domestic deficiencies in the high -end market. The rise of the county market will further accelerate the update of high -end medical equipment. "Whether it is a national regional center or a county -level hospital, there are more and more high -end products." In the layout of "localization", multinational manufacturers represented by GE Medical showed advanced consciousness and handed over a good "answer sheet":

GE Medical has officially launched its business in China since 1979, and established its first office in Beijing in 1986. In 1991, GE Medical and the Ministry of Aerospace and the Ministry of Health established GE's first joint venture in China in Beijing. GE Medical China now has five major factories and nearly 7,000 employees, including a team of R & D and application engineers of about 1,200.

It is reported that the domestic production rate of GE Medical China in China has reached more than 85%of the domestic production product parts, of which the 64 -row CT localization rate produced by the Beijing plant is 100%, and the surgical machine domesticization rate is more than 95%. Ultrasonic hosts have achieved 100%local R & D, 100%local procurement and 100%local production.

According to IPSOS data, among multinational companies, GE medical domesticization contribution rates exceeded 60%, Siemens ’contribution rate is nearly 40%, and Philips’ domesticization contribution rate is about 30%.

These data are a concentrated manifestation of GE Medical's "comprehensive domestic" strategic achievements in China. According to Sun Xuguang, the chief technical officer of GE Medical China, GE Medical China Strategy is "comprehensive domestic, digital empowerment, and win -win cooperation." Among them, comprehensive domestic production includes "Made in China" and "China Innovation".

Among them, "Made in China" refers to the manufacturing of more products in China and equipment parts in China. Sun Xuguang said that the company has realized the domesticization rate required by "Made in China 2025" and the standards of local key core components. Relying on the five major factories in China, it has built the research and development and development of medical equipment from high -end to high -end coverage. The capabilities of production include ultra -high -end 256 rows of CT, 3.0T magnetic resonance, high -end mobile X -ray machines, full series of ultrasound, ventilator and anesthesia machines in the internal high -end products.

It is reported that GE Medical Beijing Base R & D, X -ray machines, vascular machines, surgery and other image equipment such as CT, X -ray machines, vascular machines, and operating machines. Two of GE worldwide are produced here. It has been mass -produced in Beijing; Shanghai has a contrasting agent production base. The comparison agent produced in China ranks first in China exported medical device companies; Tianjin has a magnetic resonance imaging system production base. There is a factory from the Tianjin factory, and it has achieved the localization of high -end 3.0T magnetic resonance equipment; the development and production base of clinical care equipment such as ultrasound, ventilator, anesthesia, ECG monitoring, and patients in Wuxi The proportion of ultrasound products accounts for 40%of GE's global ultrasound sales, and has achieved the domestic production of the entire line of ultrasound series including the heart, the whole body, and the obstetrics and gynecology.

"China Innovation" states that the world's leading technology should be deeply integrated with China's native national conditions, layout the corresponding innovation products in China, and benefit China and even the world doctors and patients.

Sun Xuguang believes that this must be inseparable from the innovation research and development capabilities of China. The advantage of GE medical treatment is that it has cultivated a number of high -end talents that have rooted in China and have a world -class R & D level. Starting the challenges faced by the Chinese medical industry, the shortage of medical resources, uneven distribution of medical resources, and low efficiency of medical resources, and the key to solving these problems is digitalization. To this end, GE Medical has developed a series of intelligent devices. Typical products include deep -eye CT, ultrasonic systemic machine, and "technology shadow accompanying" remote quality control platform.

As an example of the "Deep Eye" CT applied in Wuhan Leishan Hospital in Wuhan, it is a product based on China's national conditions. The biggest highlight is that there is a deep "sky eye" system on the ceiling, which can automatically identify and swing the human body, and realize the partition operation, so as to maximize the risk of infection, quickly screen patients, effectively help clinical response to the epidemic situation Various challenges in the process of preventing and controlling and scanning diagnosis; after the epidemic, it can also be used as a mobile medical imaging car in relatively remote areas such as Shigatse in Tibet and Ruili, Yunnan to escort local patients.

Ultrasonic whole body machine refers to the fifth -generation system ultrasound Fortis series new products. It is the first Chinese manufacturing medical equipment in GE medical high -end ultrasound system products. Equipped with 21 professional probes, compatible with systemic applications; and focusing on improving cardiac imaging performance, transplanting professional cardiac hardware and imaging functions; equipped with intelligent and automated tools to improve use efficiency and empowering the grassroots level. Because of its "profound" Chinese market demand (visiting more than 20 hospitals during the product development process), it has become the fastest new product series in GE ultrasound equipment -only 14 months from R & D, manufacturing to listing to listing.

China's next stop

A long -term challenge in the field of high -end medical equipment manufacturing is how to accelerate the development and manufacturing of key and core components. One key reason is that the upstream core components and some high -end components are still mainly imported supply, such as CT ball pipes, detectors, high -pressure generators, bearings and slippery rings. Global head manufacturers can basically achieve their own production of core components, while local companies such as Lianying produce CT products for core components are still foreign purchases. In the long run, the localization of multinational enterprises can greatly help Chinese enterprises to alleviate the above problems, because behind the "comprehensive domestic" is actually the layout of the entire industrial chain.

According to GE Medical, this actually includes the cultivation of upstream and downstream suppliers in the industrial chain. One intuitive embodiment is that the cooperation between GE medical and Chinese suppliers has continued to deepen. "Taking CT as an example, in the global procurement process of almost 6,000 parts, we have already trained more than 150 core suppliers in China, and cooperation is not limited to the use of its parts, but also in craftsmanship, materials, overall as a whole Training on quality control, etc. "Said Sun Xuguang, chief technical officer of GE Medical China.

Cui Xiaobo also said that the significance of "domestic manufacturing" is not only reflected in Chinese production, but more importantly, the construction of industrial infrastructure and the cultivation of the local supply chain. Come here, there are currently many domestic suppliers in East China and South China. At the same time, some domestic suppliers have done it. They can not only supply local brands, but also provide international brands in China. " Some can also be exported to a market similar to China. For example, the "Mobile CT" of the squares hospital has achieved exports for other epidemic areas.

It is understood that "introduction to going out" is also a long -term idea of ​​GE medical based on the Chinese market.

According to Xie Qiang, chief consultant/scientist of GE Medical China R & D team, taking CT as an example, as early as 30 years ago, GE has foreseen that China is a very important land for CT development. In addition to China's economic potential, more important is more important. Domestic talents, "Although China's reform and opening up at that time was still in its infancy, students trained by domestic colleges and universities have a very solid mathematics and physical foundation, which is indispensable for CT research and development." At the same time The team will obtain the needs of the first -line clinical customers to ensure that the product can meet the needs of Chinese customers.

In the past 30 years, the Chinese R & D team has gone through three stages of the development of CT equipment from CT devices from CT devices to segmentation from CT devices to the world's major markets.

According to Xie Qiang, the first stage was in the early 1990s. The most advanced CT of GE medical treatment was single -row spiral scanning. The key role played by components; when the technical team basically takes basically, the challenge facing the team is to design a small economy CT suitable for domestic basic customers. This process allows domestic teams to grow and grow rapidly and be able to design independently; It is a CT machine that develops the world, such as deep -eye CT -using artificial intelligence to simplify the operation process of the entire CT and improve the reliability and optimization of machines.

To this end, Sun Xuguang believes that in addition to the "Made in China", it is necessary to cooperate with global R & D resources and wisdom. The stage shines on the stage.

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