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    2017年我国医疗器械上市公司产业链布局现状与发展趋势研究报告

    摘要

    本报告旨在研究国内A股医疗器械上市公司产业链布局及未来的发展趋势,为行业研究提供相关借鉴材料。通过对境内A股医疗器械上市公司进行梳理,以及个案研究的方式归纳医疗器械公司产业链布局的特点。本报告认为,各家医疗器械上市公司产业链布局有其基本特征,而这些特征都与其所处的细分领域密切相关。如高值耗材侧重研发及在相关疾患领域的布局,而家用级医疗器械公司侧重布局线上业务。随着国内医疗器械公司的发展,产业将呈现不断集中的趋势,跨境并购也将常态化,行业发展方向也将与国家产业政策的大方向日趋一致。

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    Abstract

    Objective:to study the industrial chain layout and future development trend of the domestic A-share listed companies of medical equipment and provide some reference materials for the industry research. Methods:teased out the domestic A-share listed companies of medical device and summarized the characteristics of the industrial chain layout of medical device companies by case study. Results:the industrial chain layout of each listed medical device company has its own basic characteristics,which are closely related to its subdivision area. For example,high-value consumables focus on R & D and distribution in related disease areas,while the companies of domestic medical device lay particular emphasis on distribution in online business. Conclusion:the industry will present a trend of continuous concentration and cross-border mergers and acquisitions will become normal with the development of domestic medical equipment companies. This development is also in the general direction of the state industrial policy.

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    作者简介
    王志朔:王志朔,国泰君安证券股份有限公司企业金融部助理董事,会计专业硕士、法学硕士。
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