According to the small statistics,by the end of September 2022,there are 79 listed enterprises mainly engaged in IVD and involved in IVD.The businesses of the above listed enterprises cover the whole IVD industry chain of upstream raw materials,instrument and reagent production,circulation(trade),and services(third-party medical testing).
From the perspective of listing:
There are 8 main IVD companies listed on the Hong Kong Stock Exchange:Zhongsheng Beikong,Huakang Biomedical,Juxing Medical Holdings(trade),Huajian Medical,Meiyingen,Yunkang Group,Kangsheng Global,and Nuofei Health.
Two related IVD enterprises are listed on the Hong Kong Stock Exchange,namely Kingsley Bio and Weigao.
Two main IVD enterprises are listed in the US stock market:Firestone Medicine and Panzizi.
Twelve main IVD enterprises are listed on the Shanghai Shenzhen main board:Hefu China(trade),Gongdong Medical(consumables),Jinyu Medical(service),Jidan Bio,Antu Bio,Seli Medical(trade),Runda Medical(trade),Mingde Bio,Berry Gene(service),Jiu'an Medical,Da'an Gene,Kehua Bio.
The five IVD related enterprises listed on the Shanghai Shenzhen main board are:Zhongyuan Xiehe,Xinhua Medical,Wantai Biology,Xilong Science,and Lizhu Group.
21 main IVD enterprises are listed on the science and technology innovation board:Innotel,Rendu Biology,Botuo Biology,Aiwei Technology,Yahuilong,Rui'ang Gene,Kemei Diagnostics,Nuohe Zhiyuan,Aotai Biology,Anxu Biology,Novozan,Zhijiang Biology,Secco Sid,Shengxiang Biology,Anbiping,Dongfang Biology,Haooubo,Rejing Biology,Shuoshi Biology,Pumen Science and Technology,and nearshore protein(upstream raw materials).
Among the relevant IVD businesses,the three main boards listed in Shanghai and Shenzhen are Haier Biology,Nanotech and Hexin Instruments.
Among the main IVD businesses,17 companies are listed on the Shenzhen Stock Exchange's Growth Enterprise Market:Lanwei Medical(Service),Yirui Biology,New Industry,AIDE Biology,BGI,Transvision Life,Kepu Biology,Wanfu Biology,Mike Biology,Markon Biology,Dirui Medical,Top Nine Biology,Bohui Innovation,Sannuo Biology,Lidman,Dean Diagnostics(independent laboratory),Yangpu Medical(consumables).
Eight companies in related IVD businesses are listed on the Shenzhen Stock Exchange's Growth Enterprise Market:Mindray Medical(the largest medical device company for in vitro diagnosis),Lepu Medical,Uningwei,Tianrui Instruments,Kangtai Medical,Yiqiao Shenzhou,BPS and Lipon Instruments.
There are 14 main IVD enterprises that have applied for the Science and Technology Innovation Board:Feipeng Biology,Yingke Xinchuang,Wowente Biology,Weice Biology,Zhishan Biology,Kaishi Biology,Zhonghan Shengtai,Jingjie Biology,Dakewei Biology,Full Golden Biology,Shihe Gene,Kangwei Century,Yarui Biology,and Yisheng Biology.The biopharmaceutical medical devices sector involves in vitro diagnostic enterprises:Rongsheng Pharmaceutical.
Among the above listed enterprises and enterprises that have not yet been listed and have declared to be listed,enterprises with large IVD revenue volume include Zhongyuan Huiji,Fosun Diagnostics,Feipeng Biology,Yingke Xinchuang,Wowente Biology,Weice Biology,Xerox Biology,Kaishi Biology,Zhonghan Shengtai,Jingjie Biology,Dakewei Biology,Full Golden Biology,Shihe Gene,Kangwei Century,Yarui Biology With the joint efforts of enterprises such as Yisheng Bio and nearly 2000 IVD production and R&D enterprises,under the support of the healthy China strategy,under the just need for 1.4 billion people to enjoy high-quality medical services,under the background of strengthening the international layout of IVD enterprises(local enterprises are distributed internationally,international enterprises are distributed locally),and under the support of the rising proportion of public health expenditure in GDP,the IVD industry has a broad market development prospect,The number of entrepreneurs and market capacity involved in IVD listing will continue to increase in the future.
The main and related IVD listed enterprises in China are mainly distributed in Beijing,Shanghai,Guangzhou,Shenzhen,Jiangsu and Zhejiang and other regions with a high degree of economic development.Among them,there are 15 listed enterprises with main IVD business in Guangdong Province,13 in Beijing,9 in Shanghai,8 in Zhejiang Province,5 in Jiangsu Province,3 in Hunan Province,2 in Hubei Province,and 1 in Tianjin,Henan,Sichuan,Jilin and Fujian respectively.There are 5 listed companies related to IVD business in Guangdong Province,4 in Beijing,3 in Jiangsu Province,3 in Shandong Province,2 in Shanghai,1 in Hebei Province and 1 in Tianjin City respectively.
Most domestic IVD listed companies were established at the beginning of this century.By the end of September 2022,the asset securitization process of domestic IVD listed companies has gradually accelerated in the last five years-35 companies mainly engaged in IVD business have been listed in five years,including 2 in 2018,4 in 2019,9 in 2020,14 in 2021,and 6 companies mainly engaged in IVD business in 2022;Ten IVD related companies were listed,including one in 2018,one in 2019,two in 2020,five in 2021 and one in 2022.On the one hand,IVD listed companies actively carry out product R&D and innovation;On the other hand,the IVD industry's own development speed can no longer meet the development needs of the capital market and enterprises.Relying on the financing of the capital market,the asset securitization of the IVD industry continues to speed up and grow.
The 60 main IVD enterprises and 19 related IVD enterprises listed today have achieved the full process coverage of raw material production,instrument and reagent production,circulation(trade)and service(third-party medical inspection)in the industrial chain.
By the end of September 2022,high-quality IVD listed enterprises have emerged in the six subdivisions of in vitro diagnosis industry in China,including blood and body fluid,biochemistry,immunology,molecular diagnosis,microorganisms and parasites,and POCT,and the development is characterized by systematic coverage of the whole industry chain.At present,the products involved in IVD listed enterprises in the domestic market cover blood and body fluid testing,biochemical instrument diagnosis,immune diagnosis,molecular diagnosis,microbial diagnosis,POCT,mass spectrometry and other major inspection categories.
Due to the outbreak of COVID-19,the in vitro diagnostic industry in China has greatly improved its product R&D and production capacity and withstood the severe test brought by COVID-19,demonstrating its strong vitality.According to the analysis of the semi annual report of 2022 and the statistics of the annual reports of some listed enterprises in China,plus local enterprises that have not been listed but have known a large market size and an annual revenue of more than 5 billion yuan in 2021,such as Zhongyuan Huiji,Xiamen Baotai and Mindray Medical,which have the largest volume of in vitro diagnostics in the field of medical devices,plus enterprises with a large volume of in vitro diagnostics in the field of biomedicine,such as Fosun Diagnostics,And a large number of enterprises with revenue of tens of millions to billions of yuan.
The market scale of domestic IVD enterprises has exceeded 120 billion yuan,which is the first time that domestic brands have exceeded imported brands in market scale.It is estimated that by the end of 2022,the market scale of our IVD enterprises will exceed 200 billion yuan for the first time,moving towards the goal of 300 billion yuan!
After three stages of development:the starting period in the 1980s,the development period in the 1990s,and the high-speed development period since the 21st century,the IVD industry has grown into a medical device segment with complete categories,numerous production and research enterprises,comprehensive distribution of distribution enterprises,increasingly improved industrial chain,constantly improved product quality,and the fastest development speed.
The sudden COVID-19 in 2020 has made the IVD industry in China greatly developed and improved,and the sense of social responsibility and mission of enterprises has been fully strengthened.In the future,the number of IVD listed companies will continue to increase without changing the fundamentals of the IVD industry.
