Release date: 2017-03-22
The fourteenth session of CACLP in 2017, the highest amount of gold is the content of the Bode meeting. 2014 was the first session of the Bode Summit Forum. Fortunately, he participated in Hefei. At that time, he felt that there were more dry goods, and this year, it has reached an unprecedented level. In 2017, there were more than 600 participating manufacturers. All well-known domestic companies have participated in the conference. Undoubtedly, CACLP has become one of the most professional forums and exhibitions in the industry.
Figure.1 Number of CACLP participants in the past four years
With the increasing number of listed companies in vitro, the contribution of capital will lead to an increase in industry differentiation. At present, there are about 20 companies listed on the A-share market. The author knows that there are still many queues, IPO preparations, and share reform processes. It is estimated that by 2020, there will be about 40 companies in the A-share market. The scarcity of the in vitro diagnostic industry is reduced. At the moment when listed companies are listed, the path of choice will determine the future differentiation.
Figure.2 2016 Satellite Conference
Figure.3 2017 Satellite Conference
The hot spot of the exhibition is also the epitome of the focus of the industry. From 2016 to 2017, it is still the world of POCT and chemiluminescence.
Under the impetus of the rapid development of the domestic IVD industry, raw material enterprises have gone from behind the scenes to the stage, and more and more raw material manufacturers are looking for partners at the exhibition. The overall price cut is bound to be the future trend, but the import substitution of raw materials is also a necessary factor for manufacturers to maintain stable gross profit in the future. Therefore, it is predicted that the development speed of the raw material industry will be greatly improved. However, large listed companies almost all have the ability to develop raw materials independently. The core raw materials will tend to be developed independently. The use of raw materials with low consumption and low cost will tend to be outsourced. The power of capital is reflected in the details of corporate competitiveness. .
A new theme will emerge in the 2017 satellite, which is a discussion of future business models by various manufacturers. With the two-vote system in the comprehensive advancement of drugs, in vitro diagnosis will be the next field of industry standardization trend. The increase in industry concentration is not only reflected in the increased concentration of products and manufacturers, but also the channel and circulation are important links in the trend of concentration. The centralized improvement of the laboratory is an inevitable trend, and it is also in line with the national policy of controlling fees.
The exhibition itself is lacking in quality. CACLP prefers the consumables exhibition, puts a few boxes, and several roll-ups. Compared with CMEF's heavy equipment, most companies are “lightly loadedâ€. The author glanced at it, summed up the N words, looked at countless POCTs, and led the way.
With the listing of Antu Bio, chemiluminescence has been re-emerged as a hot spot and is displayed in front of everyone. At present, there are more than 70 manufacturers of illuminating licenses, which seem to be in full swing. However, by setting aside the "Red Sea-like" fog, the author reiterated his point of view, the illusion of prosperity, and the road to entrepreneurship on the road to succession, killing the phoenix road. Chemiluminescence, as a long-term continuous investment in R&D, must rely on strong and continuous investment. The industry pattern is gradually emerging, and listed companies are relying on the dividends of funds, and small enterprises are struggling.
Figure.4 Number of medical device registration certificates
From the above picture we can see that the pockets for admission are tightening. The speed of CFDA certification is further extended. It will be a great challenge for entrepreneurial companies that have less product differentiation and have no hematopoietic capacity. At the same time as the scale of the exhibition is expanding, the icebergs are intensifying the reshuffle of the industry. The serious differences are different. The watershed of prosperity and illusion collapses, maybe two years, maybe one year, maybe tomorrow.
The author participated in the new product launch conference of Antu. When I touched the Toshiba TBA-FX8's 2000-speed biochemical, it was really shocked. Regardless of the internal quality, it is the value and texture, which highlights the strength of foreign brands. However, the competitive situation and national culture of China and Japan are very different. In the rapidly expanding China, it is difficult to have a river field that fosters the spirit of craftsmen.
Figure.5 Toshiba TBA-FX8 Biochemical Analysis System
However, logging in to the capital market means that there is a capital platform for enterprises to develop rapidly, and the influence, attractiveness and competitiveness of their brands will also intensify the differentiation of the competitive landscape.
Antu's updated version of the illuminator A2000 plus is highly regarded for its new look and better self.
Figure.6 Antu A2000 plus Chemiluminescence
Overall, for the authors who participated in many exhibitions, aesthetic fatigue has already appeared. However, it is still felt that unlisted manufacturers with similarities and imitations and without disparity in technology will fade out of market competition within 3-5 years under strict supervision in these two years. The integration and compliance of the industry will quickly stabilize the competitive landscape in the past few years. Just as we talk about housing prices, A-shares are also a means of solidifying the competitive class.
The key words of the industry in 2017 are no longer illuminating, molecular, POCT, but price reduction, control fees, bidding, registration, flight inspection, clinical data verification, GSP...
In the chaos of the world, in the big reshuffle and knockout competitions, companies that seize the advantages of products and industry trends will emerge, and the strong will be strong.
The author's opinion is inevitably biased and subjective, and everyone is more tolerant.
About the author: Zheng Wei
Master of Biochemistry and Molecular Biology, University of Science and Technology of China, 2010-2015 Mindray Medical Reagent R&D Department and Strategic Planning Department 5 years of industrial experience. In 2015, he joined Huatai Securities as a senior analyst in medicine. In 2016, he joined Tianfeng Securities as a senior analyst. Infiltrating the IVD industry for many years, familiar with the upstream and downstream industries and the industrial chain, and the primary market and the secondary market are widely involved. In addition to the unique industry insights, there are a series of humorous and succinct articles that have been reprinted in a wide range, such as Xiaohuige series, exhibition series and other articles.
Source: Tianfeng Securities
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