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2023-202509消化内镜招投标月度情况
2023-202509消化内镜招投标月度情况
行业数据
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所属报告:
医疗器械行业板块2025三季报总结:高耗、设备拐点已现创新+出海贡献增长动力-251103(15页).pdf
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相关数据
内镜耗材标的最新财务指标(亿人民币)
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行业数据
2025-11-19
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全球内镜微创诊疗器械市场规模(亿美元)
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市场规模
2025-11-18
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FY2021-FY2026H1奥林巴斯内镜业务各大区营收情况
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行业数据
2025-11-11
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中国各类医疗设备国产化率:医学影像和内镜类国产份额提升空间较大
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行业数据
2025-09-17
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全球首例消化内镜机器人手术现场
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行业数据
2025-09-17
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1H23-25高值耗材(内镜、口腔、微创外科等)
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行业数据
2025-09-17
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国内消化内镜市场竞争格局(按金
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竞争格局
2025-09-17
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图10.内镜耗材不同细分领域对应品类及市场体量
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行业数据
2025-09-16
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图9.2023-2026全球内镜耗材市场增长(亿美元)
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行业数据
2025-09-16
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图8.2021-2024全球内镜耗材市场增长(亿美元)
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行业数据
2025-09-16
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2023-2032医用内镜市场规模及分层结构预测(单位:亿元)
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市场规模
2025-09-16
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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
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市场规模
2025-09-16
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图14.全球内镜设备端(软镜+硬镜)市场竞争格局
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竞争格局
2025-09-16
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图15.国产内镜耗材龙头主要细分领域全球市占率测算
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竞争格局
2025-09-16
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设备更新加速落地,中期板块院内需求可能呈现结构性分化。2025前三季度子板块收入下降 1.02%(+1.13pp),扣非利润同比下降 17.98%(-4.55pp),2025Q3 设备板块收入提升 9.99%(+14.31pp),扣非净利润增长 4.87%(+34.37pp),2024年医疗设备板块受反腐、设备更新落地节奏等政策影响,终端招投标有所滞后,对企业收入利润均有负面影响;根据众成医械数据库,我们选择与上市公司关联度较高的几个细分板块看招投标情况,包括超声、消化内镜、磁共振、PET,自 2024年 6月开始,部分品类已经表现出明显环比向上的趋势,伴随招投标持续恢复,叠加低基数效应,2025Q3迎来板块业绩拐点。中期来看,考虑疫情以来终端需求释放的节奏差异,我们预计板块未来不同细分领域景气度会出现分化。结合招投标数据,我们建议重点关注高景气细分品种,看好联影医疗(+27.39%,相较 2024前三季度收入同比变化,下同)、开立医疗(+4.37%)、澳华内镜(-15.57%)、华大智造(-0.01%)、迈瑞医疗(-12.38%)。
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医疗器械行业板块2025三季报总结:高耗、设备拐点已现创新+出海贡献增长动力-251103(15页).pdf
医疗器械行业板块2025三季报总结:高耗、设备拐点已现创新+出海贡献增长动力-251103
2025前三季度医疗器械分板块期间费用
医疗器械板块2025前三季度及Q3期间费用率情况
医疗器械扣非归母净利润分季度同比增长图
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