portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 3月29日,春立醫療發布2023年年報,全年實現營收約12.1億(yi) 元,同比增長0.58%。歸屬於(yu) 上市公司股東(dong) 的淨利潤、歸屬於(yu) 上市公司股東(dong) 的扣除非經常性損益的淨利潤分別為(wei) 2.8億(yi) 元和2.5億(yi) 元,同比下降9.72%和8.32%,主要係受到國家高值耗材帶量采購落地實施的影響,公司相關(guan) 產(chan) 品售價(jia) 下降,導致淨利潤下降。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 在集采衝(chong) 擊之下,其他骨科龍頭企業(ye) 發展狀況似乎同樣不容樂(le) 觀,2023年,三友醫療淨利潤同比下降超五成,威高骨科扣非淨利潤下降超八成。且近期威高骨科管理層出現較大變動,3月8日,威高骨科董事長弓劍波、董事燕霞、副總經理邱鍋平辭職,3月25日,威高骨科收到副總經理李丹的書(shu) 麵辭職報告。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 眾(zhong) 成醫械研究部經理楊靂接受21世紀經濟報道采訪時表示,骨科耗材集采最明顯的影響是產(chan) 品價(jia) 格降低,但短期內(nei) 臨(lin) 床用量需求提升量有限,產(chan) 品市場規模確實會(hui) 出現下降。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 另外,日前中國工程院院士、北京積水潭醫院原院長田偉(wei) 被查的消息引發廣泛關(guan) 注,更被稱為(wei) 骨科耗材行業(ye) “地震”。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 對此,一位骨科業(ye) 內(nei) 人士告訴21世紀經濟報道,北京積水潭醫院骨科耗材需求較豐(feng) 富,骨科企業(ye) 都希望產(chan) 品能夠順利進院,威高骨科也不例外,但其實至今威高骨科在積水潭醫院的產(chan) 品較少,業(ye) 務比例也較小。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 衝(chong) 擊下的業(ye) 績
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 根據威高骨科年報披露,公司實現營業(ye) 總收入12.84億(yi) 元,同比下降37.63%;扣非淨利潤1.08億(yi) 元,同比下降81.68%;淨利潤1.13億(yi) 元,同比下降81.16%。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 威高骨科表示,公司營收下滑主要為(wei) 帶量采購執行引起產(chan) 品出廠價(jia) 格下降以及渠道存貨補差給予進貨價(jia) 格折讓影響,導致產(chan) 品銷售毛利率下降,從(cong) 而導致報告期營收以及歸屬淨利潤減少。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 三友醫療2023年實現營業(ye) 總收入4.61億(yi) 元,同比下降29.04%;實現歸屬於(yu) 母公司所有者的淨利潤9121.77萬(wan) 元,同比下降52.20%。三友醫療指出,受國家脊柱高值耗材帶量采購落地實施的影響,公司脊柱產(chan) 品銷售價(jia) 格大幅下降,導致公司主要營業(ye) 收入及淨利潤下降。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 另據凱利泰業(ye) 績快報披露,2023年度營業(ye) 總收入9.63億(yi) 元,同比下降17.45%。歸屬於(yu) 上市公司股東(dong) 的淨利潤1.16億(yi) 元,歸屬於(yu) 上市公司股東(dong) 的扣除非經常性損益的淨利潤6964.16萬(wan) 元,同比扭虧(kui) 為(wei) 盈。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 目前大博醫療尚未公布全年業(ye) 績,但其2023年前三季度營收約11.25億(yi) 元,同比減少8.86%,歸屬於(yu) 上市公司股東(dong) 的淨利潤約9772萬(wan) 元,同比減少54.03%。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 醫療器械營銷管理專(zhuan) 家王強曾告訴21世紀經濟報道,產(chan) 品一旦被省際聯盟或國家帶量采購,第一輪集采後產(chan) 品進入微利狀態,兩(liang) 輪以後企業(ye) 利潤可能會(hui) 更低。90%的經銷商都會(hui) 被淘汰,從(cong) 而進入自然銷售時代——帶量采購前,生產(chan) 廠家需要銷售或者代理商跑醫院,但是帶量采購後,產(chan) 品降價(jia) 超過80%,沒有費用支撐銷售,不再需要銷售開發和維護醫院市場,且帶量采購已經把醫院市場和銷量進行劃分,進一步弱化了銷售的功能。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 但中銀證券發布研究報告稱,目前骨科核心細分領域集采已經落地,創傷(shang) 類集采續約提價(jia) ,預期未來大幅度降價(jia) 的可能性較低,價(jia) 格已經趨向平穩,骨科行業(ye) 政策端或將不會(hui) 進一步收緊。隨著人口老齡化趨勢增強,同時國內(nei) 骨科手術滲透率仍然偏低,預計未來國內(nei) 骨科手術量將保持穩步上漲的態勢。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 除此之外,田偉(wei) 被帶走調查的消息在業(ye) 內(nei) 引發了一道“骨科衝(chong) 擊波”。對此,21世紀經濟報道了解到,近日天智航、威高骨科和愛康醫療均表示該事件對公司影響有限。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 其實骨科領域的帶金銷售問題長期以來備受詬病,而且由於(yu) 耗材使用的隱蔽性等原因,骨科也一直是騙保重災區,例如2022年4月,國家醫保局聯合多部門對華中科技大學同濟醫學院附屬同濟醫院進行飛行檢查,發現存在串換、虛記骨科高值醫用耗材問題,騙取醫保基金支付超2334萬(wan) 元。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 但是據相關(guan) 媒體(ti) 報道,某醫療器械公司工作人員指出,當前通過集采、藥械占比等多種製度設計,醫生已沒有那麽(me) 多操作空間,但另一麵是,患者在醫院的選擇也變少了,無法像過去一樣在不同品牌、不同價(jia) 位、不同特點的手術耗材中選擇。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 手術機器人是解藥?
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 在集采壓力下,骨科企業(ye) 如何謀求業(ye) 績增長成為(wei) 重要問題。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 春立醫療表示,除了繼續推進骨科產(chan) 品管線的創新研發外,還會(hui) 進一步加快對新材料、齒科、富血小板血漿(PRP)製備係統、機器人等項目的推進。三友醫療在拓寬產(chan) 品線,通過收購公司實現產(chan) 品線新增超聲骨刀和超聲止血刀,並且借此實現出海。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 值得關(guan) 注的是,威高骨科也在布局骨科機器人,據其年報披露,威高骨科在2023年與(yu) 北京天智航醫療科技股份有限公司在骨科手術機器人的研發和應用方麵達成了戰略合作,布局適應機器人操作的新一代骨科產(chan) 品。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 近日,在第十八屆華西國際骨科論壇上有專(zhuan) 家指出,在機器人輔助下的關(guan) 節置換手術確實體(ti) 現出了更精準、更智能、更微創的治療優(you) 勢。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 中銀證券研報也分析稱,骨科機器人能夠精準治療解決(jue) 臨(lin) 床手術痛點,在國內(nei) 市場發展較晚,市場規模潛力較大,從(cong) 長期發展來看,骨科手術機器人是產(chan) 業(ye) 發展的必然趨勢,國內(nei) 龍頭企業(ye) 也陸續開始布局,預期未來我國手術機器人行業(ye) 將逐漸由依賴進口手術機器人轉向技術創新,國產(chan) 企業(ye) 市場份額提升,行業(ye) 規模也將隨之增長。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 針對骨科手術機器人市場,楊靂也告訴21世紀經濟報道,國內(nei) 骨科手術機器人近幾年發展迅速,未來兩(liang) 年市場規模預計翻倍。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 2023世界機器人大會(hui) 發布的《2023醫療機器人產(chan) 業(ye) 發展報告》顯示,2022年中國醫療機器人市場規模約90億(yi) 元,預計2025年市場規模將達221億(yi) 元。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 但是這一賽道目前競爭(zheng) 日趨激烈,據行業(ye) 媒體(ti) 統計,截至2023年末,骨科手術機器人依舊是最卷賽道,共有11款骨科產(chan) 品獲批,關(guan) 節置換手術機器人可謂是“卷中王”,占據新獲批產(chan) 品半壁江山。同時如何走出虧(kui) 損困境仍然是國內(nei) 機器人賽道企業(ye) 的重要問題,根據天智航發布的業(ye) 績快報,2022年和2023年利潤總額分別為(wei) -1.4億(yi) 元和-1.5億(yi) 元。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 楊靂進一步向21世紀經濟報道分析,從(cong) 2023年來看,手術機器人領域本土品牌和外資品牌銷量幾乎對半均分,國產(chan) 化率提升空間較大,目前骨科手術機器人市場麵臨(lin) 的挑戰主要還是各地醫保尚未普及,市場有待進一步滲透。
portant; text-align: justify; padding-bottom: 0px; line-height: 1.75em; widows: 2; text-transform: none; background-color: rgb(255,255,255); font-style: normal; text-indent: 0px; margin: 0px 8px 24px; outline-style: none; outline-color: invert; min-height: 1em; padding-left: 0px; outline-width: 0px; letter-spacing: 0px; padding-right: 0px; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; max-width: 100%; white-space: normal; orphans: 2; color: ; clear: both; font-size: 17px; font-weight: 400; word-spacing: 0px; padding-top: 0px; overflow-wrap: break-word; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial"> 另外,術後康複是否也是骨科耗材企業(ye) 潛在發展方向之一?曾有業(ye) 內(nei) 資深人士告訴21世紀經濟報道,帶量采購之後,骨科企業(ye) 要做的將不是單個(ge) 產(chan) 品,而是服務和疾病的解決(jue) 方案,包括術前規劃、術中導航、術後的康複,覆蓋患者診療的全流程。但是楊靂指出,骨科基本以治療為(wei) 主,康複則以出院後輔助療愈為(wei) 主,兩(liang) 賽道可能相差較遠。

