"The prospects in the medical device and diagnostic reagent market are very good. The average annual growth rate in China can reach more than 25%, which is higher than the growth of the pharmaceutical industry." Li Chuyuan said that the current drug is about 10%, "However, China's medical devices It only accounts for about 13% of the total sales revenue of the pharmaceutical industry."
On January 26, Li Chuyuan, Chairman of GPHL, excitedly shared with the author the experience in Davos. “Davos is usually a small town. The forum is crowded with people, but the hard work is worth it because Ben I have seen a lot of medical equipment giants, knowing that medical equipment is good enough to eat crabs." As the only pharmaceutical company in Davos to participate in the forum, Li Chuyuan revealed that this time consciously and more medical equipment Established contact with the diagnostic reagent giant, among which, Siemens has reached a number of consensus on medical health and industry 4.0.
"The prospects in the medical device and diagnostic reagent market are very good. The average annual growth rate in China can reach more than 25%, which is higher than the growth of the pharmaceutical industry." Li Chuyuan said that the current drug is about 10%, "However, China's medical devices It only accounts for about 13% of the sales revenue of the entire pharmaceutical industry, while Europe and the United States account for about 50%. The domestic medical device market, especially the mid-to-high-end medical device market, is occupied by imported products, which is a very large market."
According to GP, this time, Davos met with global giants such as Siemens, Philips and GM for medical devices and diagnostic reagents. "These three companies account for 70% of domestic imported devices." Li Chuyuan said. At this Davos meeting, Guangzhou Pharmaceutical and Siemens will cooperate with a number of in vitro diagnostic reagent products, covering HIV, hepatitis A, hepatitis B, hepatitis C and other diseases.
Li Chuyuan believes that it is now an opportunity to intervene in medical devices. "In the past, foreign companies owned technology and wanted to do it all by themselves. The market developed itself, but this meeting we learned that foreign companies now want to get as localized companies in China. The treatment, which brings opportunities to the joint venture, can also be developed from the introduction of capital to the introduction of talent (talent)."
The Health Planning Commission has also made new moves in medical equipment recently. In August last year, the National Health and Family Planning Commission and the Ministry of Industry and Information Technology jointly held a conference to promote the development and application of domestic medical equipment . Li Bin, director of the National Health Planning Commission, said that it would focus on promoting the use of domestic medical equipment in the top three hospitals. . Miao Wei, Minister of the Ministry of Industry and Information Technology, also said that in order to promote the development of the domestic medical equipment industry, an incentive mechanism for active use of domestic medical equipment will be established.
Li Chuyuan believes that the current domestic medical device market is relatively small, and mainly concentrated in the low-end, "Baiyunshan Dingzeng has 2.3 billion yuan for working capital, I think this fund should also find a new way, medical equipment sector It is a new growth point for future training.†The future does not rule out the integration of well-doing companies in China. â€
According to the author's understanding, Li Chuyuan also met with Ma Yun four times in three days. In the future, Baiyun Mountain will carry out comprehensive strategic cooperation in Alibaba Group, and will promote more cooperation in medical health services, etc. Companies and other ways to achieve.
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