Recently, because of a piece of equipment, the head enterprise of domestic soft mirror equipment, Aohua Endoscope, has attracted the attention
of many investors.
On November 1, Aohua Endoscopy announced through the official WeChat public account that the company's new generation of 4K ultra-high-definition endoscopy system AQ-300 was officially released
.
On the same day, the company disclosed the research minutes, mentioning that the main machine + light source + basic gastrointestinal scope body of AQ-300 was launched in early November this year, and the variable hardness colonoscopy body will also be launched
together.
The AQ-300 mentioned by Aohua Endoscopy is a soft mirror
.
According to the data of the State Medical Products Administration, medical devices suitable for AQ-300 and have obtained registration certificates include the host and mirror body
.
The host includes electronic endoscope image processor, endoscope LED cold light source; The mirror body includes an electronic lower gastrointestinal endoscope and an electronic upper gastrointestinal endoscope
.
Among them, in the field of digestive endoscopy, due to the high technical threshold, the domestic market has long been monopolized
by imported products.
Up to now, only the AQ-300 of Aohua Endoscopy has been approved for marketing in China, and the industry expects the company to benefit from the broad market space
.
For example, open-source securities analysts said that with the launch of domestic high-end flexible mirrors, the gap with imported brands has gradually narrowed, benefiting from the growth momentum of "digestive endoscope popularity + acceptance improvement" and "cancer early screening demographic dividend + penetration rate improvement", and the domestic space is broad.
The AQ300 market promotion has been paved and awaits the 2023 release period
.
Deppon Securities analysts believe that with the popularization of endoscopic technology and the policy guidelines for graded diagnosis and treatment, the sinking market is expected to become a larger incremental market for endoscopy; Coupled with the background of local substitution policies, it is estimated that the market share of soft mirrors of domestic manufacturers in the medium and long term will be 24.
4 billion yuan, and the market share of hard mirrors will be 16.
4 billion yuan.
The analyst is bullish on the potential of
domestic endoscopes.
Aohua endoscopy has attracted much attention from institutions and has been frequently gathered by institutions since the beginning of the year
.
According to the statistics of Oriental Wealth Network, in the past year, Aohua Endoscopy has received 12 surveys
from 2003 institutions.
The new survey took place on October 25, involving AIHC, Gopher Asset Management, Cathay Fund, Guotai Junan Securities, Cathay Investment Trust, SDIC UBS and many other institutions, involving 80 fund management companies, 42 securities companies, 57 investment companies, 48 asset management companies, etc
.
The company disclosed the details of the institutional survey on November 1, and the institutions mainly asked questions about the company's cost investment, product launch rhythm, operation situation, and response to challenges
.
Among them, for the sales of AQ-300, the company said that the main target market of AQ-300 products after the market is tertiary hospitals, the company around the tertiary hospitals to establish sales channels and distributors, first of all, academic promotion and expert resources, last year began the company and industry associations, clinical continues to deepen cooperation, including academic conferences, product development, doctor training, etc.
; Followed by distributors, the company's existing product market is mainly secondary and below hospitals, and tertiary hospitals have different requirements for distributors' capabilities, for AQ-300 can enter the tertiary hospital market more smoothly, the company recruited a number of distributors with tertiary hospital resources and stronger capabilities this year; Finally, the marketing team made reinforcements, and while the personnel with sales experience in tertiary hospitals were added, the inspection engineer team and the after-sales engineer team were also strengthened and increased; Overall, the sales team around the AQ-300 is very well prepared
.
It is reported that in order to pave the way for the launch of AQ-300 products, the company's sales expenses in the first three quarters of this year increased by 58.
05% over the same period of the previous year, and the sales expense ratio was 27.
61%.
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