The competition in the medical device market is surging

Recently, the capital of the medical device circle surging. After the actions of the three major medical and mechanical enterprises, including Yu Yue, Fosun and Mindray, many pharmaceutical companies have entered the field of medical devices. The capital movements of these medical and medical enterprises will undoubtedly affect the medical device market. The competitive landscape has a greater impact.

The merger of diving

In the event of mutual penetration of local medicine and medical equipment, Yuyue's share in Yunnan Baiyao is a big deal. As one of the leading companies in the medical device industry, Yu Yueming, the head of the medical device industry, has been directly or indirectly building and owning three listed medical device companies with the power of capital for more than 10 years. And Wandong Healthcare's two listed companies, Yu Yue has undoubtedly become a holding-type investment platform.

The previous large-scale investment in diving was that in 2015, it had received RMB 1.8 billion from China Resources to set up Wandong Medical and Shangshi Group.

In November last year, the diving team also issued an announcement that it plans to purchase 61.62% of Shanghai Zhongyou Pharmaceutical Hi-tech Co., Ltd. for 863 million yuan to enter the field of medical disinfection.

In February this year, through its subsidiary in Germany, Yu Yue acquired the entire share capital of German company Metrax, a company that researches, develops, manufactures and sells emergency medical products.

Today, Yu Yue will share RMB 5.6 billion in Yunnan Baiyao, which has attracted widespread attention from its medical device counterparts.

According to the annual report, Yuyue Medical's total operating revenue in 2016 was 2.633 billion yuan, a year-on-year increase of 25.14%; net profit attributable to shareholders of listed companies net of non-recurring gains and losses was 489 million yuan, a year-on-year increase of 39.5%.

Fosun Layout Medical Devices

In the eyes of many people, Fosun is undoubtedly a mainstream pharmaceutical company. As everyone knows, when Guo Guangchang, Chairman of Fosun, first started his business, he did in vitro diagnostic reagents and earned the first million in life.

After this, Fosun made arrangements for pharmaceuticals and other areas, mainly participating in high-quality pharmaceutical companies, including Jiangsu Wanbang, Jinzhou Aohong, Guilin Nanyao, Chongqing Yaoyou, Shenyang Hongqi, etc., as their main pharmaceutical industrial platforms. Holdings is its major drug distribution platform.

With the pharmaceutical market entering a stable period, medical devices have become a subfield of Fosun's focus.

According to the annual report, in 2016, Fosun Pharma achieved an operating income of 14.629 billion yuan, and medical equipment and medical diagnostics achieved sales of 2.664 billion yuan, accounting for 18.17%. The "Da Vinci Surgical Robot" of Fosun's agents in China and Hong Kong has about 19,000 surgeries, an increase of about 54% from 2015. Even the media claimed that relying on this robot, Fosun “ears 15 billion a year”.

It can be seen that Fosun's medical equipment is about to enter a big harvest period, and its Israeli subsidiary will soon be split and listed in Hong Kong. According to the announcement, as of the end of 2015, Sisram's total assets were 1.680 billion yuan and its net assets were 202 million yuan. The total revenue in 2015 was 685 million yuan and the net profit was 49.36 million yuan.

Sisram is a subsidiary of Fosun Pharma established in Israel in 2013. In May of this year, Fosun Pharma acquired Siemens Medical Beauty Equipment Company Alma, which cost US$226.1 million. Fosun Pharma intends to advance the Alma listing plan (IPO) by the end of 2017.

With the listing of Alma, Fosun Pharma (A-share + H-share), Sinopharm and Alma will become Fosun's three listed companies in the pharmaceutical industry.

Mindray hits A shares soon

Last year, SaiPailan equipment once analyzed the fact that Mindray was delisted from the United States and returned to the mainland. Several articles were written before and after. Today, Mindray is about to land on A shares. Many investors are very optimistic. Through horizontal comparison, it is considered that once listed, with its good profitability, a 60-fold P/E ratio is possible.

In 2016, Mindray’s net profit was 1.734 billion yuan. Under such circumstances, Mindray's market value may exceed 100 billion yuan, becoming the first domestic "medical aircraft carrier" with a market value of 100 billion yuan.

More than 10 days ago, the website of the China Securities Regulatory Commission disclosed that Mindray’s initial public offering statement. According to the documents, the company plans to list on the Shenzhen Stock Exchange, with no more than 121.6 million shares issued, accounting for no less than 10% of the total share capital after issuance, and about 6.62 billion yuan of funds to be raised.

Dabo Pharmaceutical Enters Medical Devices

In addition to the capital movements of the above-mentioned three major companies affecting the industry, a number of pharmaceutical companies have entered the field of medical devices in large numbers and have also had an impact on the market.

In September 2015, GP Group announced that it plans to cooperate with Siemens and set up a joint venture company in Guangzhou to build a medical diagnostic center. In July 2016, Guangzhou Pharmaceutical Baiyunshan and Mesh Medical formally signed a letter of intent to establish a joint venture company to invest about 300 million yuan to jointly build a high-end medical device R&D and production base with independent intellectual property rights in the Guangzhou Development Zone.

Kangmei Pharmaceutical also entered the field of medical devices. In February of this year, it acquired 100% equity of Fuzhou Zhongbo Hengbang Commerce; in April, it acquired 100% equity of Baotou Huaying Medical Devices.

According to the annual report, Kangmei's total revenue in 2016 was 21.6 billion yuan, medical equipment business revenue was 900 million yuan, and the medical device business increased by more than 20% from the previous year. Kangmei also received pharmaceutical and medical equipment custody services from a number of hospitals in Puning, Guangdong, with annual revenue of approximately RMB 5 billion.

Renfu Pharmaceutical had a total revenue of 12.3 billion yuan in 2016, and medical equipment has grown to 1.859 billion yuan. The pharmaceutical company also recently joined CITIC Capital and spent US$600 million to repurchase Jasper. It is believed that in the future, there will be a greater harvest in the field of medical devices.

There are more cases of pharmaceutical distribution companies entering the medical device business. For example, in Kyushu, the total revenue in 2016 was 61.557 billion yuan, and medical equipment was 4.871 billion yuan. Since 2013, Chiaton has launched a nationwide business layout for high-value consumables business, and has successively controlled or self-built a total of 16 medical devices. Distribution company. Recently, it will also purchase shares of 12 joint ventures with a view to achieving a 75% holding.

In addition, there are also Conde Le, Sinopharm, Beijing Keyuan Xinhai and others, all of which are in the area of ​​medical device distribution.

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