The Domestic Rate Of Hemodialysis Equipment Continues To Increase, And The Demand Continues To Grow
Hemodialysis is an extracorporeal blood purification technique and one of the treatments for end-stage renal disease. It drains the blood from the body to the outside of the body, and through the extracorporeal circulation device with a dialyzer, the blood and the dialysate are exchanged through the dialysis membrane, so that excess water and metabolites in the body enter the dialysate and are removed. The base and calcium enter the blood, so as to achieve the purpose of maintaining the body’s water, electrolyte and acid-base balance.
In recent years, the number of hemodialysis patients in my country has increased year by year, and the huge demand space has prompted the rapid development of my country’s hemodialysis market. At the same time, with the support of policies and the advancement of technology, the penetration rate of domestic hemodialysis equipment will continue to increase, and the application of home hemodialysis is expected to be realized.
The localization rate of high-end products needs to be improved
There are many types of instruments and consumables for hemodialysis, mainly including four categories of products: dialysis machine, dialyzer, dialysis pipeline, and dialysis powder (liquid). Among them, the dialysis machine is equivalent to the host of the entire dialysis equipment, mainly including the dialysate supply system, the blood circulation control system and the ultrafiltration system for controlling dehydration. The dialyzer mainly uses the semi-permeable membrane principle to exchange substances between the patient’s blood and the dialysate through the filtration of the dialysis membrane. It can be said that the dialysis membrane is the most important part of the dialyzer, which affects the overall effect of hemodialysis. Dialysis circuit, also known as extracorporeal circulation blood circuit, is an instrument used as a blood channel in the process of blood purification. Hemodialysis powder (liquid) is also an important part of the hemodialysis treatment process. Its technical content is relatively low, and the transportation cost of dialysate is high. The dialysis powder is easier to transport and store, and can better match the centralized liquid supply system of medical institutions.
It should be noted that both dialysis machines and dialyzers are high-end products in the hemodialysis industry chain, with high technical barriers and currently mainly rely on imports.
Strong demand has driven the market size to jump significantly
In recent years, the number of hemodialysis patients in my country has increased rapidly. According to the National Blood Purification Case Information Registration System (CNRDS), the number of hemodialysis patients in my country has increased from 234,600 in 2011 to 692,700 in 2020, with a compound annual growth rate of over 10%.
It is worth noting that the surge in the number of hemodialysis patients has driven the rapid development of my country’s hemodialysis industry. Zhongcheng Digital has collected 4,270 bid-winning data for hemodialysis equipment from 2019 to 2021, involving 60 brands, with a total purchase amount of 7.85 billion yuan. The data also shows that the scale of the bid-winning market for hemodialysis equipment in my country has increased from 1.159 billion yuan in 2019 to 3.697 billion yuan in 2021, and the industry scale has achieved an overall jump (see the figure for details).
Judging from the winning bids of various brands of hemodialysis equipment in 2021, the sum of the market shares of the top ten products in the winning bid amount will reach 32.33%. Among them, Braun’s 710300T hemodialysis equipment won a total bid of 260 million yuan, ranking first, accounting for 11.52% of the market share, and the number of winning bids was 193. Followed by Fresenius’ 4008S Version V10 model, with a market share of 9.33%, the winning bid amount was 201 million yuan, and the number of winning bids was 903. The third largest market share is Weigao’s DBB-27C product, which won the bid amounted to 62 million yuan and won 414 bids.
The trend of localization and portability appears
Driven by policy, demand and technology, my country’s hemodialysis market presents the following two development trends.
First, domestic substitution of core equipment will accelerate.
For a long time, there is a big gap between the technical level and product performance of Chinese hemodialysis equipment manufacturers and foreign brands. Especially in the field of dialysis machines and dialyzers, most of the market shares are occupied by foreign brands.
In recent years, with the implementation of the localization of medical devices and the implementation of import substitution policies, some domestic hemodialysis equipment companies have achieved innovative development in terms of production technology and business model, and the market penetration rate of domestic hemodialysis equipment is gradually increasing. The leading domestic brands in this field mainly include Weigao, Shanwaishan, Baolight, etc. At present, many companies are accelerating the extension of the hemodialysis product line, which will help to promote synergies, improve channel efficiency, increase the convenience of one-stop shopping for downstream customers, and enhance end-customer stickiness.
Second, home hemodialysis has become a new treatment method.
At present, China’s hemodialysis services are mainly provided by medical institutions such as public hospitals and private hemodialysis centers. According to CNRDS data, the number of hemodialysis centers in my country has increased from 3,511 in 2011 to 6,362 in 2019. According to the prospectus data of Shanwaishan, it is estimated that each hemodialysis center is equipped with 20 dialysis machines. my country needs 30,000 hemodialysis centers to meet the current needs of patients, and the gap in the number of hemodialysis equipment is still large.
Compared with completing hemodialysis in a medical institution, hemodialysis at home has the advantages of flexible time, more frequency, and less cross-infection .
However, due to the complexity of the hemodialysis process and the many differences between the home environment and the clinical environment, the use of home hemodialysis equipment is still in the clinical trial stage, and there is no domestic portable hemodialysis equipment product on the market, realizing the wide application of home hemodialysis. It still takes time.
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