China's ophthalmic medical devices have always been in a long-term and very cold state in the investment field. From various levels, it reflects that in the past five or ten years, the investment attracted in the past five or ten years is a little lower than other industries. How can domestic medical equipment companies, especially domestic eye companies, become bigger and stronger? Domestic ophthalmology market status Everyone has always had a point of view, "Ophthalmology is too small", which has not caused much attention from investment institutions. The popularity of VC has only begun in recent years. So far, the equipment and equipment companies in ophthalmology have not yet had a listed company (main board and GEM). Is the cold door of ophthalmic equipment indicating that its market is small? The big reason is that it is more scattered and more specialized. Ophthalmology itself is actually a very serious disease. If you divide it according to the anterior segment of the eye, the fundus, and the optometry, each field has its own unique channels, such as the anterior segment of the eye. The amount of cataract disease is very large, whether it is equipment, medicine or equipment. The market scale is More than one billion. There are many, many different small products distributed from the anterior segment of the eye to the posterior segment of the eye. Ophthalmology is a disease that combines the characteristics of very fast growth. There are huge opportunities for devices, medicines and services. For example, nowadays smartphones include as many electronic appliances. After 10 years, the incidence of various diseases and cataracts is likely to increase gradually, so there are many opportunities in the ophthalmology market. The device itself is widely used in ophthalmology, and many drugs are not a lot of breakthroughs in ophthalmology. For example, glaucoma or fundus AMD (senile fundus macular degeneration) is not particularly good, there is still a lot of room. There are opportunities in every field of the device, whether it is an artificial lens or a test instrument or a molecular laser, or even a device for treating AMD is very good in the United States. But it seems that every company that makes ophthalmic devices in China is not that big. But as long as the market is there, you will grow up, just the difference between import and domestic. Status of foreign markets ophthalmology At present, there are less than 100 million devices in China's ophthalmology companies. This is a status quo, but foreign countries are another scene. Heidelberg, Germany project, they have only two products, we are doing the fundus, but annual sales of 4 billion euros, which is about 3 billion yuan, and Japanese companies, US companies abroad will put the details in one direction do deep, sales can do the same, any one company out of more than 100 million yuan. It is more home and abroad, ophthalmology market is not small, China is not done, the lack of two: first the lack of in-depth technology. If the technology is not the first and second in the world, it is difficult to have a market share. The second is the lack of funds and resources. Ophthalmology industry and Internet docking Ophthalmology and the Internet. In the past five years, China's Internet companies have developed very rapidly, and many concepts of "Internet +" have been mentioned. Ophthalmology, medical equipment and the Internet are also very suitable for integration. As for diabetes, there are about 120 million diabetic patients and 220 million hypertensive patients in China. These chronic diseases will have changes in the fundus after 5 years, so it is said that ophthalmology is not a simple subject. From the whole medical point of view, ophthalmology is related to many chronic diseases. The eyes are the window of the mind, and the eyes are also the window for early detection of chronic diseases. The Internet is far ahead of other medical fields in ophthalmology. In many foreign Internet industries, the IT industry in ophthalmology is developing very fast. Nowadays, the number of patients with myopia is 5 billion. The number of Chinese myopia patients has reached more than 1 billion. The Internet has changed our whole lifestyle. In the future, 400 degrees of myopia may be normal. How can we control the development of myopia in the face of such a large group? ? How to take some monitoring and prevention measures is also an area where ophthalmology is widely used. Now the country hopes to put medical reform at the grassroots level. There are 27,000 ophthalmologists in China, 70% of ophthalmologists are in large and medium-sized cities, and there are no ophthalmologists at the grassroots level. In the hospital, I often see domestic and American ratios, such as the most familiar project cataract. Many Chinese cataract patients go to the 4th and 5th grades, which is very bad. In the United States, the second and third level nuclear weapons are often done, and the first level may be done. There are many patients do not know. There are some medical fields in China that need to be popularized especially in the field of ophthalmology. The Internet attempt is very good and essential for both the industry and the individual. How to solve the problem of blindness prevention in China under such circumstances, solve the problem that 80% of patients in China are difficult to see and see a doctor, and the Internet is also a very good solution. Although the Internet is a big fever, the Internet cannot solve a fundamental problem. Some diagnoses of the initial diagnosis are difficult, such as conjunctivitis, keratitis, and there is no way to diagnose the picture alone. These still need to be broken. Some internet can be done. If the existing picture, the fundus camera is very mature, it is ok to make a diagnosis by passing the data to a doctor behind the scenes. But not all of the Internet is applicable. Disposable Pressure Transducer3 Disposable Pressure Transducer3 Disposable Pressure Transducer3 Zhejiang Haisheng Medical Device Co., Ltd , https://www.hisernmedical.com
How big can the profit of the “unpopular†ophthalmic medical device market be?