[Dry goods] China's artificial organ industry chain overview and regional heat map

The core data of this paper: business layout of artificial organ enterprises

Overview of the industrial chain: industrial chain strength manufacturers gather

There are many artificial organ products, and the upstream raw materials of different products are different, mainly divided into biological materials, chemical materials, steel and non-ferrous metals and packaging materials; The middle reaches are mainly the manufacture of artificial organs. At present, the more common ones are artificial heart, artificial liver, artificial kidney, artificial lens, artificial cochlear, artificial throat, etc. The downstream is mainly the sale and application of artificial organs, which are generally sold to various medical institutions through pharmaceutical circulation enterprises and are in need of patients.

Among the participants in the artificial organ industry chain, the upstream biomaterial manufacturers include amino acid Baiyouda, Dongchao Biology, etc., chemical raw material manufacturers include Sinopharm Group, packaging material manufacturers, steel and non-ferrous metal manufacturers; The middle reaches of the field of artificial heart are represented by Bai Ren Medical, Qiming Medical, Minimally invasive Medical and Lepu Medical, etc., the artificial liver companies are represented by Tong Gan Medical, Weizhizhuo Biological, Ganhui biological, Celivi, etc., and the intraocular lens companies are represented by Alcon, Zeiss, Haohaisheng and Aibo Medical, etc. The representative enterprises in the field of cochlear implant include Norkang, Hua Ling artificial ear, leading bionic and ear time, etc. Downstream pharmaceutical circulation enterprises are mainly Sinopharm Holding, Shanghai Pharmaceutical and so on.

Industrial chain regional heat map: The distribution of enterprises in Shanghai is the most concentrated

From the perspective of regional distribution of listed enterprises, the distribution of enterprises in Shanghai is the most concentrated, and the representative enterprises in the middle range are Xintong Medical, Minimally invasive Medical, Haohaisheng, etc., followed by Guangdong, Beijing, Shandong, etc.

Distribution of industrial clusters: Shandong Province has the most intensive distribution of biomedical industrial parks

Artificial organs is a subject of biomedical engineering. Currently, there are few industrial parks specializing in the research and development of artificial organs in China. From the distribution of biomedical/biomedical industrial parks, Shandong and Hubei are densely distributed industrial parks, and the specific parks and distribution are as follows:

Comparison of artificial organ business layout of representative enterprises

From the perspective of the business layout of listed companies in China's artificial organ industry, in the field of artificial heart, Bairen Medical products cover three major fields: heart valve replacement and repair, congenital heart disease implantation interventional therapy and surgical soft tissue repair. Lanfan Medical, Lepu Medical and other companies regard heart valve business as a part of the group's diversified development in the large medical industry. In the field of artificial kidney/liver, Sanxin Medical is the first company in China to complete the full product chain layout of hemodialysis equipment + consumables, Baolet is the first A-share listed company to obtain the medical device registration certificate of hemodialysis machine, and Jianfan Biological's double plasma molecular adsorption system (DPMAS) pioneered A new artificial liver treatment model. In the field of intraocular lens, the representative listed companies are Aibo Medical and Haohaisheng, the former is the first high-end refractive intraocular lens manufacturer in China, and the latter has initially completed the layout of the whole industrial chain of intraocular lens products. In the field of cochlear implants, the company provides component and product development and production services for one of the leading companies in the global cochlear implant market segment.

The latest investment trends of representative enterprises

Since 2023, the investment trends of representative enterprises in the artificial organ industry are mainly product research and development, capacity expansion, mergers and acquisitions projects. The latest investment trends and business plans of the enterprise are as follows: