Source: Snowball App, Author: Medical Device ETF, (
In 2024, the government work report stated that vigorously promoting the construction of the modern industrial system and accelerating the development of new quality productive forces.New productive productivity is a contemporary advanced productive for technological revolutionary breakthrough, innovative configuration of production factors, and in -depth transformation and upgrading of the industry.The productivity was increased to the core logo.
The domestic endoscopic industry is the representative industry that truly interprets new productive forces.In 2023, an innovative endoscope technology and application represented by Indian manufacturers have achieved huge success in the global market. Fluorescent endoscopes, 4K endoscopes, 3D endoscope, ultrasonic endoscopy, disposable endoscopy, disposable endoscopeInnovative products have started commercialization and further promoted the expansion of the endoscopic market.
For a long time in the past, the high -end market in my country has been controlled by overseas giants such as Olympus and Bin De. Domestic enterprises can only provide low -end products.However, relevant data show that relying on the advantages of better clinical operation experience, higher efficient surgical revolving rate, in the first half of 2023, the ranking of domestic public hospital soft mirrors, and the third and fourth place respectively, breaking the previous past, breaking the pastOverseas brands take the top four market structure.
At present, high -end products in the field of domestic soft mirrors have reached 4K level in terms of resolution.Compared with the 1080P resolution endoscopy system, 4K endoscope can provide clearer surgical vision and screen, and its wide color gamut range can reproduce the real color of the lesion and organs and reduce visual errors.
For example, in November 2022, the 4K ultra-high-definition digestive endoscope AQ-300 was released in November 2022 to promote my country's hose endoscope market to enter the 4K era.After the AQ-300 was launched, Australia's endoscope combined with clinical feedback continued to upgrade AQ-300.Relying on the continuous efforts of the AQ-300, the company's brand effect has gradually increased, and the steady growth of operating income has been promoted. In 2023, operating income was 678 million yuan, an increase of 52.29%year-on-year;Net profit ") 57.9657 million yuan, an increase of 166.93%year -on -year.
In addition, in the field of ultrasound and endoscopic, the results of the results are released, and mid -to -high -end platforms have been released in the fields of endoscopy and ultrasound. They are gradually solving the needs of college.Ultrasound and endoscopic suppliers are constantly increasing market recognition globally.Including the release of a new generation of high -end ultrasonic platforms; release of ultrasonic endoscopy, optical magnifying endoscopy and other products, solving the problem of my country's digestion and respiratory equipment card neck problems; launching the leading 4K laparoscopy system, 4K fluorescent system, etc., providing minimally invasive surgery provides providing minimally invasive surgery Leading surgery solution; the clinical effect of IVUS products launched by IVUS products.
Among them, ultrasonic endoscopic products have released a new generation of high -end ultrasonic platforms in 2023 after the launch of the 50 and 60 series high -end ultrasound platforms., Elastic imaging, fusion imaging, and the company's leading AI technology, with the high -end single -crystal series probe, the overall performance has been greatly improved, which will help ultrasonic products enter the high -end application field.In addition, the obstetrics and gynecology albums launched by medical treatment in recent years have good clinical evaluation.
As of the end of 2023, the domestic tertiary hospitals, which are officially installed by soft mirror products at the end of 2023, have accumulated more than 430 (excluding repeated installations), forming a better window demonstration effect.At the same time, with the help of high -end products, the endoscopic endoscopy entered more hospital departments and higher -level hospitals, covering more applications and surgery.As a result, the income of minimally invasive surgical business of Kaichai Medical has doubled its growth in the past two years.
At the same time, through years of hard work, a marketing network covering more than 170 countries or regions around the world has been established, and overseas marketing subsidiaries have been established in Germany, India, the Netherlands, and the United States.The cooperation of overseas medical terminals increases the company's brand's influence overseas.The company expects that overseas business will maintain a stable growth trend in the future.
In the field of hard mirrors, domestic endoscopic manufacturers have grown rapidly in the domestic market with the three major imaging technology of innovative 4K, 3D, and fluorescent.It was approved to be listed in December; the 3D, 4K, and fluorescent endoscopes of Tig Medicine were approved to be listed in February 2023; the independently developed 4K three -dimensional endoscopic fluorescent camera system was approved by NMPA in July 2023;Di's 4K three -dimensional endoscopic fluorescent camera system was approved to be listed in August 2023; Bo Sheng Medical launched a new X1 platform 3D4K fluorescent endoscope camera system approved on CMEF at the end of October 2023.
3D endoscopic product approved by NMPA
Agent's fluorescence endoscopy products approved
Among them, the hard mirror market was successfully squeezed and became the third market share.Based on the "Wuji" acoustic smart platform, Mai Rui Medical launched the first domestic ultra -high -end ultrasound system -Kunlun Resonaa20. Through advanced image quality, breakthrough innovative imaging technology, and excellent human -computer engineering aesthetics, the ultrasonic image diagnosis was pushed to the diagnosis of the ultrasonic image toAt a new height, ultrasonic photographic micro -film technology can show micron -level blood irrigation, help experts explore the early microcirculation changes in the lesions, allowing clinical experts to achieve precise diagnosis and academic exploration.
It means that ultra -high -end models account for more than 30 % of the overall ultrasonic market, and this field was completely occupied by imported brands.The listing of RESONAA20 means that the company's ultrasonic technology has gradually possessed the ability to target international first -class brands, which will help the company to fully achieve a breakthrough in high -end customer base at home and abroad, and bring greater room for the future growth of ultrasound business.
On the other hand, Opu Mandy quickly captured the market with the help of fluorescent endoscopy. In 2021-2022, Opaphile Mandi has achieved the highest market share in China for two consecutive years, and promoted products to Germany, Italy, Belgium, etc.International market.
In the field of one -time endoscopic, India is not only global original technology, R & D manufacturers, product pipelines, and the most clinical applications, but also the most positive countries in the world.Mirror products are sold to more than 20 countries and regions in Europe, Middle East, North America, South America, Southeast Asia and other places; the disposable bronchial mirror of Huaxin Medical also has also received explosive orders overseas.In addition, India is the main production base of one -time endoscope in the world. Many overseas brands are basically produced in ODM or OEM in India. It can be said that India's one -time endoscope has fully ahead of the global market.
随着微创手术在全球范围内的普及，全球内窥镜也进入快速发展时期，AI人工智能、深度学习、互联网、AR、云计算、大数据、、AR/VR、3D打印、虚拟现实、Remote medical, surgical robots and other technologies with the in -depth combination of endoscopic industries have brought about the integration and improvement of the entire medical ecology and efficiency.Especially under the blessing of India's large manufacturing, 5GA, AI artificial intelligence, and IoT technology, endoscopy as the core basic medical device of modern medical treatment, the Indian endoscope industry will continue to use disruptive technology and cutting -edge technology to give birth to new technologies., New models and new kinetic energy, lead the entire minimally invasive, precise, inclusive medical care for peak innovation and changes.
Article Source: Smart Medical
■ The first medical device ETF (159883) in the market, one fingers the leader in the industry
Medical Device ETF tracking CSI's full refers to the medical device index. According to Wind data, 99%of the medical equipment index is affiliated to the Shenwan 2nd medical device industry, and it is the first pure medical device ETF in the market.
标的指数最新成份股共95只，权重股囊括迈瑞医疗、、、新产业、鱼跃医疗、心脉医疗、、、、、等医疗器械细分行业核心资产，前十个股权重超49%，行业Strong representative and significant faucet.(The above data comes from Wind, as of March 1, 2024)
■ The valuation is at a historical low, and the configuration is prominent
The latest PE-TTM is 36.69 times PE-TTM in the ETF target index, which is at 31%percentage at the past ten years.(The above data comes from Wind, as of March 11, 2024)
■ Domestic alternative acceleration, medical device or giving gold for ten years
Since the epidemic, the state has increased the construction of public health, disease control systems, and grass -roots medical care, and the demand for medical device sectors has been quickly released.In the long run, the medical device industry mainly benefits from medical institution's growth and domestic replacement.In the future, with the continuous improvement of the payment side and the demand side, the medical device market may welcome the golden years.
■ What are the advantages of investing in medical devices by ETF?
① Industry research is difficult.Due to the complicated types of medical devices and high research thresholds, they need to have certain professional knowledge and multidisciplinary composite background, and the iterative iterations of innovative products are relatively fast, and personal investors are more difficult to research.
② Dispostering individual stock investment risks.Index funds can be more scattered or more stable than investing in individual stocks.Jaipur Stock
③ ETF investment threshold is lower.The medical device sector is high -priced, and the threshold for participation is highAgra Investment. Many ordinary investors cannot participate.In contrast, the ETF threshold is closer to the people. For example, the medical device ETF only costs about tens of yuan per hand, you can buy multiple leaders in the medical device industry in one click.
④ The market is weak.Medical equipment ETF has high elasticity and offensiveness. At the same time, from the perspective of Beta's attributes, it is weak with the broader market and its own industrial trend logic. It is a high -quality tool for investors to allocate asset allocation.
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