Three elements of China's in vitro diagnostic investment: market segments, reagent supplies, channel networks There are many in vitro diagnostic manufacturers. According to the CFDA registration statistics, there were more than 600 in vitro diagnostic companies in China in 2014. How to select potential stocks with good growth prospects and strong profitability among these many companies can be considered from the following three aspects. 1. "Birds follow the phoenix to fly away", choose the right segment, the capacity and growth rate determine the future development space of the enterprise. Suggested concerns: biochemical, luminescent, POCT and molecular market segments. Although capacity and growth rate are important reference standards, they are not the only reference standard. There are many subdivisions in the in vitro diagnostics market, which are basically classified according to the different detection principles. In addition to the main biochemical, immune, blood cells, POCT, blood glucose (OTC), and molecules, there are many smaller segments of the market, such as microorganisms. , blood coagulation, urine sediment, blood type, flow, saccharification and so on. Among them, the largest market space includes biochemistry and luminescence. However, although POCT and molecules have small market capacity, they are in rapid development. POCT maintains a growth rate of 20-25%. The compound growth rate of the molecule in the next three years will maintain a high growth rate of 25%. Immunization and blood coagulation can reach a growth rate of 25%, and enzyme-linked immunotherapy has been in negative growth. 　　 2. "Small water and water to the sea", in vitro diagnosis, is the "water" industry, reagents are the source of continuous profit generation, companies with high proportion of reagents, relatively high gross profit value, reagents determine the profitability of enterprises. The industry average gross profit of reagents is 70%, the gross profit of the instrument is 20-40%, and the manufacturer with high reagent ratio has higher gross profit. Manufacturers with a high proportion of high-value consumables are more profitable. High-value consumables refer to the reagents of projects with relatively high prices and charges. For example, the same project for detecting liver function, the alanine aminotransferase charge is 5 yuan/person in Guangdong, and the bile acid is 30 yuan/person, so the high-value project It is relatively high and its input-output ratio will be higher. Some new manufacturers entering the IVD field will choose to register high-value projects first, to seize market opportunities, and the relative importance of regular projects is not high. (The POCT industry is relatively special, and its consumables refer not only to narrowly defined reagents, but also to various test strips, chips and other lossy products). 3. "The wine is also afraid of the deep alley", the excellent channel sales network determines whether the company's products can be benign sales. Domestic in vitro diagnostic manufacturers use channel distribution, and distributors control the terminal market. In general, companies with good channel networks fall into two categories: 1) The import agent started and transferred to the independent research and development factory. The channels of such manufacturers hold high-end and high-quality customers. If the performance of self-produced products can meet the clinical needs, the prospects are promising with the establishment of channel relationships for many years; 2) Incumbent manufacturers who have been infiltrated for many years in the field of in vitro diagnostics. The main application scenarios for in vitro diagnosis are hospital laboratory and physical examination center. The products are relatively concentrated in use, so channels in different sub-areas can be reused. The channels of such manufacturers in China are mostly in low-end hospitals. The policy of large-scale promotion and grading diagnosis and treatment of national basic medical care is downward, the price is reasonable, and the cost-effective manufacturers are promising. There are more than 10 in vitro diagnostic subdivisions, and the platform and technology are quite different. Each market segment is relatively independent. From the perspective of investment, in addition to the above three basic criteria, it needs to be analyzed according to actual conditions. Longsheng nine sons are different, long-term optimistic about biochemical, luminous, POCT market segments About 600 manufacturers in China are crowded in the market of more than 40 billion. The low threshold of the IVD industry and the short development cycle make a large number of manufacturers enter the field, and some relatively mature market segments have become the Red Sea. Among them, clinical immunity and biochemistry account for about 50% of the entire in vitro diagnostic market, and the growth rate is relatively fastest. Although the market and POCT are not big, the focus is high and the growth is fast. It is an emerging field in the sub-sector. The clinical biochemical market seems mature, but in fact it is a secret opportunity. The scale is 10 billion, the growth rate is stable, and the integration brings growth. In 2015, the clinical biochemical market capacity exceeded 10 billion, and the compound growth rate in 2012-2015 was 14%. It is expected to maintain a growth rate of 15-20% in the next three years. The industry generally believes that the biochemical field is already the Red Sea, and the industry growth rate is slowing down. Due to the low barriers to entry and high profits, the biochemical market share has attracted many small manufacturers. However, as the consolidation of the industry intensifies, internal consolidation and shocks will concentrate market share, which will help outstanding domestic brands to leap out of the water, although the overall growth rate is Slow, but for excellent domestic enterprises, the future growth rate is expected to exceed the industry growth rate. Relevant targets are: Mike Bio, the international leader in reagent traceability, CNAS and JCTLM double escorting, leading the industry standard. The open biochemical system will surely follow the international trend and slowly become closed. Biochemical diagnostic products started early in China and are the most routine testing items in hospitals. They are the most mature in several sub-sectors. There are several major types of testing items such as enzymes, lipids, proteins and non-protein nitrogen. With the popularization of automatic biochemical analyzers in county-level hospitals and semi-automatic biochemical analyzers in primary hospitals, there is still room for growth in biochemical diagnostic products, but the proportion of the overall in vitro diagnostic market share will gradually decline. Biochemical products are used by biochemical analyzers, biochemical reagents, and calibrators to form a detection system. They are usually placed in hospitals and physical examination centers for routine biochemical tests. Instruments, reagents, and calibrations originate from the same system, called the AAA traceability closed system, which is an internationally recognized system, but in China, this is not the only system. The system consisting of instruments, reagents and calibrators from different manufacturers (the reagents are generally sourced from the same manufacturer) can also be called a supporting system. The value is traced back to the source by standardized value transfer to ensure accurate mutual recognition. This method is also domestically The laboratory is widely recognized.
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