The medical net May 23 on the big trend of domestic substitution import, the domestic medical device really enter the vents? 

 

The 2016 earnings report of Shanghai and shenzhen medical devices is over, and the company has a representative sample of 44 medical device companies. As of Dec. 31, 2016, the total revenue of the 44 companies was 58919 million yuan, up 20.14 percent year on year. Total net income was 66887 million yuan, up 168.72% year on year. 

 

Of the 44 companies counted, 38 had a higher revenue, accounting for 86.36%. 31 net profit rose, accounting for 70.45 percent. Revenue and net profit rose to 29, accounting for 65.91 percent. 

 

 

 

In vitro, there are a large number of players in the diagnostic field, and overall revenue and net profit are both trending 

 

In the 44 medical equipment listed companies of the statistics, progress of da an gene, nine, biology, biology, biological, beautiful health, mike DE man, born in BeiKong all belong to in vitro diagnostic reagent industry company is a big. In addition, in addition to lidmann, six other external diagnostics listed companies have seen a trend of revenue and net profit. 

 

 

 

Among them, the strongest showing beautiful health biological revenue, period to achieve revenue growth of 54.44%, to 1.055 billion yuan, the main reason is to speed up the layout area medical inspection center chaining business; Net profit is of strong BeiKong, growth reached 683.00%, to 017 million yuan, the main reason is that the group internal structure adjustment, to effectively control cost. 

 

Data show that business in addition to the strategic cooperation with Hitachi and beautiful health soldiery medical institute co., LTD., a wholly owned subsidiary of ningbo approved, in recent years, active in the national layout area medical inspection center, the diversity of the development pratt &whitney health as the core of the regional medical test platform, promote the construction of regional LIS system, realize interconnection and mutual recognition of test structure in a region. At present, meikang biology has completed the preliminary layout in zhejiang, jiangxi, henan, etc., and there are nearly ten counties, the city level regional center is being fully promoted in the implementation. 

 

Results showed that beautiful health biological medical diagnosis service for 2016 revenue of 119 million yuan, up 74.06% from a year ago, is the highest product line in the revenue growth. At the same time, the gross interest rate for medical diagnostic services was 41.86 percent, up 1.73 percent from last year. 

 

As for the double revenue and net profit decline trend of DE man, in terms of product line, in vitro diagnostic reagent and instrument of revenue all showed a trend of decline, the diagnostic instrument decline reached 52.70%. In regional sales, both domestic and foreign sales have been declining, with domestic sales falling 21.88 percent from the same period last year, while foreign sales dropped 20.44 percent. The results indicated that the main reason was to adjust the dealer system, channel structure and product sales policies. 

 

From the upstream medical equipment to the downstream hemodialysis service, the industrial chain anastomosis is the key 

 

In statistical 44 medical equipment listed company, sales of the top three companies are respectively xinhua medical, weigao shares and dean diagnosis, amount is 8.364 billion yuan respectively, 6.73 billion yuan, 3.824 billion yuan. Among them, the xinhua high stakes are from medical school and the medical devices field extends to the medical services, to varying degrees in independent third party hemodialysis services. 

 

Xinhua medical since 2014, and start investing in combination with medical services, in key prefecture-level city to establish a kidney disease specialized hospital as a hemodialysis center flagship store, in the surrounding area construction of hemodialysis center, blood dialysis market. According to its earnings in 2016, the xinhua medical in 2016 increased the investment in the cooperation of specialized subject hospital, the original hospital reconstruction, increase medical staff, quantitative growth still needs some time, subject to the current profit contribution is negative. 

 

As one of the three main businesses of the company, the blood purifying equipment and equipment was one of the three main businesses of the company, with revenue of 10.93 billion yuan in 2016, up 18.30 percent from the same period last year. Among them, the turnover of haemodialysis products was 883 million yuan, up by 20.10% over the same period last year. Turnover of blood dialysis equipment was 210 million yuan, up 11.10% from the same period last year. In 2017, the company plans to invest 299 million yuan in the production line of the two dialysis machines, which are expected to begin production in late 2017 or early 2018. 

 

Besides xinhua medical and weigao shares, Wright, LanFan medical and health sails biological also in the field of active layout hemodialysis, however LanFan medical out in 2016 hemodialysis field. 

 

 

 

In the field of blood purification, treasure Wright by endogenous development and extension of a combination of the immediate merger and acquisition, build "product manufacturing + + channel construction information management system of medical service +" of the whole industry chain development model. Treasure to Wright in the expansion of hemodialysis machine D30 in hospitals to promote the use cases, hemodialysis equipment and consumables three kinds of medical device registration certificate, with hemodialysis equipment (machine), dialysis powder/dialysate, disinfectant, hemodialysis and hemodialysis products such as needle. 

 

LanFan biological as well as strengthen the health protective gloves mainly through a wholly owned subsidiary Shanghai LanFan assets in 2014 in east ze medical dialysis, and holding Shanghai cooperation with east ze medical investment in zhuhai at the same time gave birth to enter the field of hemodialysis. Strategy based on LanFan medical center of gravity, however, more emphasis on health and medical health protection areas, different Yu Dongze medical treatment to the field of blood purification depth development, LanFan medical in June 2016 ended with the east ze medical dialysis, Shanghai and zhuhai great cooperation in the field of dialysis, and terminate the expected losses. 

 

Health sails as blood purification products provider, is mainly engaged in the blood perfusion related products research and development, production and sales, in 2016 the disposable blood perfusion product sales income is 510 million yuan, accounting for the proportion of main business income of 93.96%, is the main source of income. 

 

Is able to provide hemodialysis services, therefore, the upstream equipment listed company, already have independent third party hemodialysis center layout, and LanFan medical health protective gloves to hemodialysis services specialising power, and exit the market in 2016. 

 

The market for home medical devices has huge potential 

 

In statistical 44 medical equipment listed company, diving medical, nine Ann and heart all belong to household medical equipment field, the three medical equipment the revenue and profit of listed companies tend to double up. 

 

 

 

Diving medical as a maker of home medical equipment, equipment products mainly concentrated in the oxygen to breathe, rehabilitation nursing, surgical instruments, high-value consumables, instruments, Chinese medicinal patch and polymer sanitary accessories, and other fields. In 2016, a total of 10.38 billion yuan was made in the home health care product for fish jumping, up 9.49 percent from the same period last year, and the gross margin was 33.33 percent. 

 

The company reported a loss in the first half of 2016 and a turnaround in the second half of 2016, with a net profit of 0.14 billion yuan in 2016, up 109.62% from a year earlier. In the fourth quarter, the quarterly net profit was positive, mainly because of the acquisition of eDevice. EDevice2016 had a total revenue of 347 million yuan and net profit of 114 million yuan. 

 

Happy heart health is a medical device companies listed in 2016, mainly for motor weight and slow disease management field provides the intelligent software and hardware integration solution, 2016 revenue and net profit all showed a trend of double up, also injected new energy for home medical equipment market.