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2023-2032年我国消化内镜保有量与市场规模增长测算
2023-2032年我国消化内镜保有量与市场规模增长测算
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所属报告:
安杰思(688581)-A股公司研究报告:内镜赛道高成长性国产龙头外有出海空间、内有集采改善-250914(30页).pdf
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下一步,假设我国用 10 年时间达到日本消化内镜开展量的渗透率,即 2022-2032 我国消化内镜开展量会从 9213.2 万次增长至 2.9 亿次,CAGR 约为 12%。那么每年的检查量增量也能够计算得到。根据每年的检查量增量,我们可以计算得到内镜主机设备的第一类需求,即满足检查量自然增长的需求。再依据数据流之下内镜设备市场保有量的变化规律,我们也能够大致得到每年替换老设备的第二类需求量。2022 年,镜体配置数量约占 50.7%,考虑到镜体配置数量占比将会随着市场结构趋于成熟而逐渐提高,因此模型中镜体的占比保持每年小幅度提升的趋势,因而每年镜体的配置数量也能够大致计算得到。招标采购均价方面,根据样本数据计算得到约为 94.82 万元(招采口径,2022 年),预计未来会保持下降趋势(镜体占比提升、国产化率提升、加强控费等),综上能够得到结论:预计十年后的 2032 年,我国消化内镜市场规模在招采端有望超过 190 亿元,以及整体设备保有量将超过 6 万台。
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安杰思(688581)-A股公司研究报告:内镜赛道高成长性国产龙头外有出海空间、内有集采改善-250914(30页).pdf
消化内镜开展量与内镜下诊疗量空间测算
过往公司前五大客户销售情况
EMR/ESD类黏膜切开刀技术参数对比
止血夹技术参数对比
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