麦肯锡：COVID-19如何重塑中国医疗技术行业（英文版）(8页).pdf

1、How COVID-19 is reshaping Chinas medtech industry May 2020 By Sizhe Chen, Franck Le Deu, Florian Then, and Kevin Wu With COVID-19 accelerating the underlying trends in Chinas medtech industry, new business models are likely to emerge. As the COVID-19 pandemic sweeps across the globe, it is leaving f

2、ew industries untouched. In China, as the medtech industry starts to emerge from the crisis, leaders are anticipating and preparing for the trends that will reshape the sector. This article draws on McKinseys experience helping clients navigate the international medtech landscape, as well as convers

3、ations with company executives and a survey of around 23 general managers (GMs) leading medtech businesses in China.1 Medtech companies still find China an attractive market and are confident in its growth outlook. But many aspects of the way in which they operate have changed profoundly, and perhap

4、s permanently. These key themes are set out below, together with McKinseys views on what it will take to succeed. A different outlook The global COVID-19 outbreak is firstly a humanitarian challenge, but it is also having a marked and growing impact on the world economy. Many forecasters say the glo

5、bal economy is already in recession and policymakers in multiple countries are taking steps to support industries and job markets. While China is in a stronger position than many, as the worlds largest exporter of goods, it will feel the impact of the downturn. As it emerges from the pandemic, China

6、 GDP is forecast to grow at a rate of between 1.0 percent and 2.3 percent this year, down from 6 percent in 2019, according to analysts consensus.2 Contracting government funds will affect healthcare spending. Among the China medtech GMs that we interviewed, a clear majority expects a near-term decl