In vitro diagnostic concept1* * There are 25 listed companies, among which 8 listed companies of in vitro diagnostic concept are traded on the Shanghai Stock Exchange, and 17 listed companies of in vitro diagnostic concept are traded on the Shenzhen Stock Exchange.
At present, the global demand market for in vitro diagnosis is mainly distributed in developed countries such as North America, Europe and Japan. The United States ranks first in the world with a share of 35%, Japan ranks second, accounting for about 7.5%, and the developed countries in the European Union rank among the top ten in the world. The IVD industry in these developed countries has entered a relatively stable and mature stage, and the annual growth rate is expected to be around 5% in the future. In 20 12, the global IVD market will be about 43.6 billion dollars, and it is expected to reach 58.5 billion dollars in 20 18.
China's in vitro diagnosis industry is still in the primary stage of industrial development, showing the characteristics of small base and rapid growth. In the same period, China's per capita IVD expenditure is only $65,438 +0.5, which has a large room for growth compared with developed countries. It is estimated that the annual growth rate will be 65,438+05-20% in the next few years.
Policy support is an indispensable factor for China to develop its industry. The state has always encouraged and supported high-tech biology, including in vitro diagnosis. Over the past nine years, the National Development and Reform Commission, the State Council, Ministry of Science and Technology, Ministry of Health and other departments have successively issued more than ten related supporting documents.
2/kloc-in the first 20 years of the 20th century, "population and health" has become one of the key areas and priority themes in the medium and long-term scientific and technological development of China countries. With the continuous improvement of the national medical security level, it will further promote the promotion and development of in vitro diagnosis industry technology, bathe in the spring breeze of policy, and make contributions to the rapid development of in vitro diagnosis industry as a whole.
To sum up, in vitro diagnosis industry is currently in the primary development stage. Compared with mature and developed markets, the industry has more room for growth, and it is also a rising sunrise industry in China, with strong support from national policies!
Industry stock analysis:
1. Upstream of the industry: IVD (in vitro diagnosis) product manufacturing. Relying on stable product quality, high technology content and efficient and accurate instrument matching, foreign enterprises have more than 50% market share in the in-vitro diagnosis industry, occupying a monopoly position in the high-end market of domestic tertiary hospitals, and their prices are generally 1-5 times higher than those of domestic similar products.
With the continuous improvement of R&D and production technology of domestic enterprises, the product quality of some enterprises has reached the international advanced level, the market share of domestic products has been expanding, the market has gradually concentrated to leading enterprises, and the industry concentration has been continuously improved. At present, domestic listed companies are represented by these companies: Daan Gene, Ke Hua Bio, Lidman, Wanfu Bio, mike biological, Kangmei Bio and so on.
2. Downstream of the industry: hospitals at all levels, third-party medical laboratories, physical examination institutions, disease control centers, blood stations and other medical laboratories. At present, the business of the third medical laboratory and medical inspection institutions is developing rapidly. At present, domestic listed companies include Dean Diagnostics and Kangmei Bio.
3. Midstream of the industry: circulation and service enterprises of in vitro diagnostic products. At present, there are a large number of in vitro diagnostic products and services in China, but most of them are mainly product distribution, and there are not many enterprises with scale and popularity. At present, domestic listed companies include Runda Medical, xinhua medical, mike biological, Kangmei Bio and Dean Diagnostics.
In short, the in vitro diagnostic industry is still in the rising sunrise industry, all stocks have good growth and the market has given positive recognition. Among these concept stocks, there are many strong bull stocks.