The core data of this paper: the supply and demand scale of high-end medical devices in China; Shenzhen high-end medical device output; Number of high-end medical device enterprises in Shenzhen

High-end medical device industry development status and value chain distribution

-- Scale of development of the national high-end medical device industry

The "high-end" of medical devices has a certain timeliness, and the development path of high-end medical devices is also constantly migrating and evolving, which has a certain flexibility and inclusiveness. In March 2014, the state officially opened the rapid approval channel for innovative medical devices, and the medical devices entering the channel need to be "domestic first products", which basically meet the definition of high-end medical devices. As the global aging process continues to accelerate, the level of people's attention to health continues to improve, high-end medical device market demand to maintain rapid expansion, China's high-end medical device industry to the stage of rapid development, 2022 China's high-end medical device market size reached 1.3 trillion yuan, 2023 China's high-end medical device market size reached 1.4 trillion yuan, With the rapid development of technology and the full penetration of domestic alternatives, the future size of China's high-end medical device market will maintain rapid growth, and is expected to reach 2.8 trillion yuan in 2030.

-- Value chain distribution of high-end medical device industry

The high-end medical device industry chain specifically includes upstream raw materials and related components, all kinds of high-end medical devices in the middle stream, and downstream application scenarios. Among them, the upstream of high-end medical device industry chain is mainly biological materials, medical electronic components and so on. High-end medical devices include high-value medical consumables, medical equipment such as high-end medical imaging, life information monitoring and support, implant interventional equipment, surgical robots, artificial intelligence medical devices and in vitro diagnostic tools. The downstream of the high-end medical device chain mainly includes various hospitals, medical laboratories and centers for Disease Control and prevention. Data show that in all aspects of the high-end medical device industry chain, the gross profit margin of upstream raw materials, clean disinfection and basic electronic components is not high, mostly at a low level of about 10%, the industrial value is mainly concentrated in the middle of the industrial chain high-end medical device manufacturing, its gross profit margin basically reached more than 50%, and the value interest rate is higher.

Shenzhen high-end medical device industry policy environment

Shenzhen has listed high-end medical devices as one of the strategic emerging industries, and strives to build a world-renowned high-end medical device research and development center and a leading domestic and international high-end medical device industry cluster development highland. In recent years, Shenzhen has introduced a number of encouraging policies to continuously increase support for the high-end medical device industry, opening a green channel for the development of the industry.

Shenzhen high-end medical device industry chain status map

-- Shenzhen high-end medical device industry chain map

Driven by policy guidance and market demand, Shenzhen's high-end medical device industry chain has been continuously improved, among which, there are enterprise layouts in biological materials, medical electronic components, high-end medical equipment, high-end medical consumables and other links:

-- Shenzhen high-end medical device industry chain enterprise map

From the distribution map of representative enterprises in each link of the industrial chain, at present, the high-end medical device ecology in various districts of Shenzhen is relatively perfect, and innovative devices have passed the approval of the Food and Drug Administration in the core high-end medical device field, while Shenzhen's top three hospitals are mainly concentrated in Futian District.

-- Shenzhen high-end medical device industry development carrier map

From the perspective of Shenzhen's high-end medical device industry development carrier, since the implementation of the "20+8" industrial policy in June 2022, Shenzhen has vigorously promoted the research and development and application of high-end medical devices, and Shenzhen's high-end medical device industry is distributed in Nanshan, Pingshan, Longhua, Guangming and Yantian five districts, showing the characteristics of "South research and development, North manufacturing".

Development status of high-end medical device industry in Shenzhen

-- In 2023, the output value of high-end medical devices increased by 10.5% year-on-year

Shenzhen is one of the most important places for the domestic high-end medical device industry, and in recent years, the scale of the industry has gradually expanded. According to the Shenzhen Municipal Bureau of Statistics data, in 2023, the output value of medical devices in Shenzhen reached 99 billion yuan, only one step away from the hundred billion mark, the output value accounted for about 10% of the country, exports accounted for more than 13%, ranking first in the country's major cities. Among them, the added value of Shenzhen's high-end medical device industry in 2023 is 36.499 billion yuan, an increase of 10.5%.

-- Shenzhen high-end medical device specialized new enterprises accounted for 14% of the national proportion

According to the enterprise check cat query data show that in recent years, the number of new registered enterprises of high-end medical devices is also growing rapidly. As of November 18, 2024, there are more than 1,700 registered enterprises related to the high-end medical device industry in Shenzhen, of which the number of newly registered enterprises in 2020 has reached a historical peak, reaching 228; From January to November 2024, the number of registered enterprises in Shenzhen's high-end medical device industry is 218, which is still at a high level, indicating that the development boom of Shenzhen's high-end medical device industry has not decreased.

In recent years, the number of specialized new enterprises in China's medical device is also growing rapidly, as of April 2024, a total of 778, Shenzhen high-end medical device specialized new enterprises accounted for 14% of the national medical device specialized new enterprises, the number of national medical device unicorn enterprises and the number of national medical device individual champion enterprises accounted for 5%.

Shenzhen high-end medical device industry development prospects and planning

-- Shenzhen high-end medical device industry development prospects

According to the Action Plan for Cultivating and Developing High-end medical Device Industrial Clusters in Shenzhen (2022-2025) issued by Shenzhen Development and Reform Commission in June 2022, it is proposed that by 2025, Shenzhen will be built into a world-renowned high-end medical device research and development center and a leading domestic and international high-end medical device industry cluster development highland. The added value of the city's high-end medical device industry reached 65 billion yuan, and the operating income reached 200 billion yuan.

-- Shenzhen high-end medical device industry development plan

During the "14th Five-Year Plan" period, Shenzhen will develop the high-end medical device industry from "five key tasks" :