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Medical News, April 15
$1 billion business, is considering selling
Or sell the ultrasound business
On April 12, according to Bloomberg News, Siemens Medical is considering selling its ultrasound business, valued at approximately US$1 billion, equivalent to approximately RMB 6.
5 billion, and many parties are currently negotiating this transaction.
5 billion, and many parties are currently negotiating this transaction.
According to people familiar with the matter, the German medical equipment supplier is weighing various options after receiving expressions of interest in the business.
The sale may attract private equity and strategic bidders.
The sale may attract private equity and strategic bidders.
The company is currently negotiating, the valuation may change, and the transaction is still uncertain.
A representative of Siemens Medical declined to comment on the potential sale of the ultrasound business.
A representative of Siemens Medical declined to comment on the potential sale of the ultrasound business.
Siemens Healthineers stated in its financial report that ultrasound products have experienced a moderate decline in 2020 due to insufficient demand related to the new crown to cope with the decline in routine and optional surgery caused by the pandemic.
According to Bloomberg data and analysis, in global medical product transactions this year, the sales of ultrasound medical devices will reach 16.
1 billion U.
S.
dollars, a year-on-year increase of more than 260% compared with 2020.
However, the Siemens ultrasound market share has been tepid, with only a small proportion in the entire medical sector, and the industry is generally quite pessimistic about the company's prospects.
1 billion U.
S.
dollars, a year-on-year increase of more than 260% compared with 2020.
However, the Siemens ultrasound market share has been tepid, with only a small proportion in the entire medical sector, and the industry is generally quite pessimistic about the company's prospects.
It is understood that as early as early November 2020, Siemens Medical has announced the total revenue in 2020.
The total revenue in the fiscal year was 14.
46 billion euros, compared with 14.
518 billion euros in the previous fiscal year.
Net profit in the fiscal year was 1.
423 billion euros, compared with 1.
586 billion euros in the previous fiscal year.
The total revenue in the fiscal year was 14.
46 billion euros, compared with 14.
518 billion euros in the previous fiscal year.
Net profit in the fiscal year was 1.
423 billion euros, compared with 1.
586 billion euros in the previous fiscal year.
The financial report shows that despite the impact of the new crown epidemic, Siemens Medical’s annual revenue still reached 14.
5 billion euros.
Among them, the revenue of imaging and clinical treatment business increased comparatively slightly, and the revenue of diagnosis business declined slightly.
5 billion euros.
Among them, the revenue of imaging and clinical treatment business increased comparatively slightly, and the revenue of diagnosis business declined slightly.
Veteran giants were overtaken, domestic substitution accelerated
According to the house of equipment, in the 1960s, Siemens Medical developed the world's first real-time ultrasonic diagnostic equipment; in 1990, Siemens acquired QUANTUM in the United States; in June 2005, Siemens acquired SENSANT in the United States; in August 2012, Siemens acquired American PENRIHT.
But so far, the market advantage of Siemens Medical's ultrasound diagnostic equipment seems to be weakening.
According to data from the China Industry Information Network, ultrasound in developed countries started early, and the stock market is basically saturated.
The increase is mainly due to the replacement of new products.
Therefore, it only maintains a slow growth.
It is estimated that by 2019, the global medical ultrasound diagnostic system market will be about 74.
One hundred million U.
S.
dollars.
The increase is mainly due to the replacement of new products.
Therefore, it only maintains a slow growth.
It is estimated that by 2019, the global medical ultrasound diagnostic system market will be about 74.
One hundred million U.
S.
dollars.
From the perspective of the pattern, GE and Philips, among the old GPS Big Three, have maintained a relatively high market share by virtue of product performance and brand advantages, while Siemens has been surpassed by Toshiba and Hitachi, while domestic Mindray and Kaili have been developing for many years.
Ranked among the top in the world.
Ranked among the top in the world.
In addition to multinational companies ultrasound field fierce competition in the domestic market, the domestic equipment is also accelerating market share.
According to China Industry Information Network, despite the late start of ultrasound in my country, after years of development, a relatively complete industrial chain has been formed, and it has gradually become the third largest color Doppler ultrasound market after the United States and Japan.
The market size is expected to be nearly 9.
5 billion yuan in 2019.
.
The market size is expected to be nearly 9.
5 billion yuan in 2019.
.
In terms of sales volume alone, domestically-made equipment has gradually grabbed the share of imports due to its cost-effective advantages.
Among them, domestic Mindray Medical’s color Doppler ultrasound sales rank first in the domestic market; but in terms of sales revenue, GE and Philips are still in the forefront, while domestic Mindray and Kaili ranks third and fifth respectively, and the high-end color Doppler market is still dominated by imported brands.
Among them, domestic Mindray Medical’s color Doppler ultrasound sales rank first in the domestic market; but in terms of sales revenue, GE and Philips are still in the forefront, while domestic Mindray and Kaili ranks third and fifth respectively, and the high-end color Doppler market is still dominated by imported brands.
In recent years, domestically-made equipment has gradually squeezed the share of imported brands with excellent cost performance, especially in sales.
According to data from Qianzhan.
com, as early as 2015, domestic brands Mindray and Kaili ranked first and third with 18% and 12% market shares, respectively.
According to data from Qianzhan.
com, as early as 2015, domestic brands Mindray and Kaili ranked first and third with 18% and 12% market shares, respectively.
The rise of domestic brands and the implementation of import substitution policies have caused foreign brands to retreat to high-end products, and the low-end and mid-range markets have lost their competitiveness.
In the early stage of import substitution, domestic brands started to make breakthroughs in the low-end market, winning with cost performance and gaining a higher market share in sales.
In the early stage of import substitution, domestic brands started to make breakthroughs in the low-end market, winning with cost performance and gaining a higher market share in sales.
Business focus shifted to radiotherapy?
Before considering selling the ultrasound business, we need to see that Siemens Healthcare has completed a major acquisition.
Does this major acquisition indicate that Siemens' business focus will change?
Does this major acquisition indicate that Siemens' business focus will change?
According to Siemens Medical Official WeChat News, on August 2, 2020, Siemens Medical and Varian Medical Systems announced that they have signed an agreement under which Siemens Medical will acquire all shares of Varian Medical Systems at a cash price of US$177.
50 per share.
The total purchase price is about 16.
4 billion US dollars, which is equivalent to about 114.
38 billion yuan.
50 per share.
The total purchase price is about 16.
4 billion US dollars, which is equivalent to about 114.
38 billion yuan.
It is understood that Varian is a provider of diagnosis and treatment solutions for cancer and other major diseases, and is committed to providing cancer and other diseases radiotherapy, radiosurgery, proton therapy and brachytherapy equipment and related software.
According to Varian’s official WeChat account, it is expected that after the completion of the transaction, it will continue to operate as an independent company within Siemens Medical under the Varian brand.
The combined company will provide a fully integrated platform covering end-to-end oncology solutions.
The combined company will provide a fully integrated platform covering end-to-end oncology solutions.
According to the data of CICC International Consulting, the scale of my country's radiotherapy equipment market fluctuated greatly from 2015 to 2017, mainly due to the high price of proton heavy ion equipment products and the large fluctuations in annual demand.
In 2015, the market size of radiotherapy equipment in my country was 11.
772 billion yuan, and in 2017 it was 4.
112 billion yuan.
In 2015, the market size of radiotherapy equipment in my country was 11.
772 billion yuan, and in 2017 it was 4.
112 billion yuan.
Among them, Varian is a key enterprise in the field of medical linear accelerators and proton heavy ion equipment in my country, and occupies a relatively high proportion in the overall market for radiotherapy equipment in China.
In 2017, Varian’s market share in my country’s radiotherapy equipment industry was 43.
4%, Elekta’s 9.
1%, Ovo’s 4.
6%, Ankerui’s 3.
9%, Xinhua Medical’s 2.
1%, Neusoft’s 1.
3%, and others.
Is 35.
6%.
4%, Elekta’s 9.
1%, Ovo’s 4.
6%, Ankerui’s 3.
9%, Xinhua Medical’s 2.
1%, Neusoft’s 1.
3%, and others.
Is 35.
6%.
After acquiring Varian, Siemens may look for new growth in the radiotherapy market, but it should be noted that although Varian is the industry leader, there may still be obstacles to growth in the radiotherapy market itself.
According to Sina Pharmaceuticals , the global radiotherapy equipment market is mainly monopolized by Varian, Elekta and Accury.
Elekta was once the number one in the global market, but was surpassed by Varian due to the lack of traveling wave tube technology.
Elekta was once the number one in the global market, but was surpassed by Varian due to the lack of traveling wave tube technology.
However, the overall market capacity of radiotherapy equipment is not large.
According to the seventh survey data of the basic situation of radiotherapy in China, as of 2016, China has 1,413 radiotherapy units of various types and more than 2,400 radiotherapy equipment.
The overall market capacity of radiotherapy equipment is not large, and the hospitals that carry out radiotherapy treatment have basically pharmnet.
com.
cn/news/yyzb/" target="_blank">purchased them , and the equipment is relatively new, and the demand for replacement and upgrading is not high.
According to the seventh survey data of the basic situation of radiotherapy in China, as of 2016, China has 1,413 radiotherapy units of various types and more than 2,400 radiotherapy equipment.
The overall market capacity of radiotherapy equipment is not large, and the hospitals that carry out radiotherapy treatment have basically pharmnet.
com.
cn/news/yyzb/" target="_blank">purchased them , and the equipment is relatively new, and the demand for replacement and upgrading is not high.
Medical News, April 15
$1 billion business, is considering selling
Or sell the ultrasound business
On April 12, according to Bloomberg News, Siemens Medical is considering selling its ultrasound business, valued at approximately US$1 billion, equivalent to approximately RMB 6.
5 billion, and many parties are currently negotiating this transaction.
5 billion, and many parties are currently negotiating this transaction.
According to people familiar with the matter, the German medical equipment supplier is weighing various options after receiving expressions of interest in the business.
The sale may attract private equity and strategic bidders.
The sale may attract private equity and strategic bidders.
The company is currently negotiating, the valuation may change, and the transaction is still uncertain.
A representative of Siemens Medical declined to comment on the potential sale of the ultrasound business.
A representative of Siemens Medical declined to comment on the potential sale of the ultrasound business.
Siemens Healthineers stated in its financial report that ultrasound products have experienced a moderate decline in 2020 due to insufficient demand related to the new crown to cope with the decline in routine and optional surgery caused by the pandemic.
According to Bloomberg data and analysis, in global medical product transactions this year, the sales of ultrasound medical devices will reach 16.
1 billion U.
S.
dollars, a year-on-year increase of more than 260% compared with 2020.
However, the Siemens ultrasound market share has been tepid, with only a small proportion in the entire medical sector, and the industry is generally quite pessimistic about the company's prospects.
1 billion U.
S.
dollars, a year-on-year increase of more than 260% compared with 2020.
However, the Siemens ultrasound market share has been tepid, with only a small proportion in the entire medical sector, and the industry is generally quite pessimistic about the company's prospects.
It is understood that as early as early November 2020, Siemens Medical has announced the total revenue in 2020.
The total revenue in the fiscal year was 14.
46 billion euros, compared with 14.
518 billion euros in the previous fiscal year.
Net profit in the fiscal year was 1.
423 billion euros, compared with 1.
586 billion euros in the previous fiscal year.
The total revenue in the fiscal year was 14.
46 billion euros, compared with 14.
518 billion euros in the previous fiscal year.
Net profit in the fiscal year was 1.
423 billion euros, compared with 1.
586 billion euros in the previous fiscal year.
，，145。，，。
，
，2060，；1990，QUANTUM；20056，SENSANT；20128，PENRIHT。
，。
，，，，， 2019 ， 74 。
， GPS GE ，，，。
，，。
，，，，、，201995。
，，； GE ，，。
，，。，2015，18%12%。
、，，。，，，。
？
，，？
，202082，，，177.
50，164，1143.
8。
50，164，1143.
8。
，，、、。
，，。。
，2015-2017，，，。2015，117.
72，201741.
12。
72，201741.
12。
，。
2017，43.
4%，9.
1%，4.
6%，3.
9%，2.
1%，1.
3%，35.
6%。
4%，9.
1%，4.
6%，3.
9%，2.
1%，1.
3%，35.
6%。
，，，，。
，（Varian）、（Elekta）（Accury）。，。
However, the overall market capacity of radiotherapy equipment is not large.
According to the seventh survey data of the basic situation of radiotherapy in China, as of 2016, China has 1,413 radiotherapy units of various types and more than 2,400 radiotherapy equipment.
The overall market capacity of radiotherapy equipment is not large, and the hospitals that carry out radiotherapy treatment have basically pharmnet.
com.
cn/news/yyzb/" target="_blank">purchased them , and the equipment is relatively new, and the demand for replacement and upgrading is not high.
According to the seventh survey data of the basic situation of radiotherapy in China, as of 2016, China has 1,413 radiotherapy units of various types and more than 2,400 radiotherapy equipment.
The overall market capacity of radiotherapy equipment is not large, and the hospitals that carry out radiotherapy treatment have basically pharmnet.
com.
cn/news/yyzb/" target="_blank">purchased them , and the equipment is relatively new, and the demand for replacement and upgrading is not high.
Medical News, April 15
$1 billion business, is considering selling
Or sell the ultrasound business
Or sell the ultrasound business On April 12, according to Bloomberg News, Siemens Medical is considering selling its ultrasound business, valued at approximately US$1 billion, equivalent to approximately RMB 6.
5 billion, and many parties are currently negotiating this transaction.
5 billion, and many parties are currently negotiating this transaction.
According to people familiar with the matter, the German medical equipment supplier is weighing various options after receiving expressions of interest in the business.
The sale may attract private equity and strategic bidders.
The sale may attract private equity and strategic bidders.
The company is currently negotiating, the valuation may change, and the transaction is still uncertain.
A representative of Siemens Medical declined to comment on the potential sale of the ultrasound business.
A representative of Siemens Medical declined to comment on the potential sale of the ultrasound business.
Siemens Healthineers stated in its financial report that ultrasound products have experienced a moderate decline in 2020 due to insufficient demand related to the new crown to cope with the decline in routine and optional surgery caused by the pandemic.
According to Bloomberg data and analysis, in global medical product transactions this year, the sales of ultrasound medical devices will reach 16.
1 billion U.
S.
dollars, a year-on-year increase of more than 260% compared with 2020.
However, the Siemens ultrasound market share has been tepid, with only a small proportion in the entire medical sector, and the industry is generally quite pessimistic about the company's prospects.
Medical equipment medical equipment medical equipment1 billion U.
S.
dollars, a year-on-year increase of more than 260% compared with 2020.
However, the Siemens ultrasound market share has been tepid, with only a small proportion in the entire medical sector, and the industry is generally quite pessimistic about the company's prospects.
It is understood that as early as early November 2020, Siemens Medical has announced the total revenue in 2020.
The total revenue in the fiscal year was 14.
46 billion euros, compared with 14.
518 billion euros in the previous fiscal year.
Net profit in the fiscal year was 1.
423 billion euros, compared with 1.
586 billion euros in the previous fiscal year.
The total revenue in the fiscal year was 14.
46 billion euros, compared with 14.
518 billion euros in the previous fiscal year.
Net profit in the fiscal year was 1.
423 billion euros, compared with 1.
586 billion euros in the previous fiscal year.
The financial report shows that despite the impact of the new crown epidemic, Siemens Medical’s annual revenue still reached 14.
5 billion euros.
Among them, the revenue of imaging and clinical treatment business increased comparatively slightly, and the revenue of diagnosis business declined slightly.
5 billion euros.
Among them, the revenue of imaging and clinical treatment business increased comparatively slightly, and the revenue of diagnosis business declined slightly.
Veteran giants were overtaken, domestic substitution accelerated
Veteran giants were overtaken, domestic substitution accelerated According to the house of equipment, in the 1960s, Siemens Medical developed the world's first real-time ultrasonic diagnostic equipment; in 1990, Siemens acquired QUANTUM in the United States; in June 2005, Siemens acquired SENSANT in the United States; in August 2012, Siemens acquired American PENRIHT.
But so far, the market advantage of Siemens Medical's ultrasound diagnostic equipment seems to be weakening.
According to data from the China Industry Information Network, ultrasound in developed countries started early, and the stock market is basically saturated.
The increase is mainly due to the replacement of new products.
Therefore, it only maintains a slow growth.
It is estimated that by 2019, the global medical ultrasound diagnostic system market will be about 74.
One hundred million U.
S.
dollars.
The increase is mainly due to the replacement of new products.
Therefore, it only maintains a slow growth.
It is estimated that by 2019, the global medical ultrasound diagnostic system market will be about 74.
One hundred million U.
S.
dollars.
From the perspective of the pattern, GE and Philips, among the old GPS Big Three, have maintained a relatively high market share by virtue of product performance and brand advantages, while Siemens has been surpassed by Toshiba and Hitachi, while domestic Mindray and Kaili have been developing for many years.
Ranked among the top in the world.
Ranked among the top in the world.
In addition to multinational companies ultrasound field fierce competition in the domestic market, the domestic equipment is also accelerating market share.
Enterprise business enterprise According to China Industry Information Network, despite the late start of ultrasound in my country, after years of development, a relatively complete industrial chain has been formed, and it has gradually become the third largest color Doppler ultrasound market after the United States and Japan.
The market size is expected to be nearly 9.
5 billion yuan in 2019.
.
The market size is expected to be nearly 9.
5 billion yuan in 2019.
.
In terms of sales volume alone, domestically-made equipment has gradually grabbed the share of imports due to its cost-effective advantages.
Among them, domestic Mindray Medical’s color Doppler ultrasound sales rank first in the domestic market; but in terms of sales revenue, GE and Philips are still in the forefront, while domestic Mindray and Kaili ranks third and fifth respectively, and the high-end color Doppler market is still dominated by imported brands.
Among them, domestic Mindray Medical’s color Doppler ultrasound sales rank first in the domestic market; but in terms of sales revenue, GE and Philips are still in the forefront, while domestic Mindray and Kaili ranks third and fifth respectively, and the high-end color Doppler market is still dominated by imported brands.
In recent years, domestically-made equipment has gradually squeezed the share of imported brands with excellent cost performance, especially in sales.
According to data from Qianzhan.
com, as early as 2015, domestic brands Mindray and Kaili ranked first and third with 18% and 12% market shares, respectively.
According to data from Qianzhan.
com, as early as 2015, domestic brands Mindray and Kaili ranked first and third with 18% and 12% market shares, respectively.
The rise of domestic brands and the implementation of import substitution policies have caused foreign brands to retreat to high-end products, and the low-end and mid-range markets have lost their competitiveness.
In the early stage of import substitution, domestic brands started to make breakthroughs in the low-end market, winning with cost performance and gaining a higher market share in sales.
In the early stage of import substitution, domestic brands started to make breakthroughs in the low-end market, winning with cost performance and gaining a higher market share in sales.
Business focus shifted to radiotherapy?
Business focus shifted to radiotherapy? Before considering selling the ultrasound business, we need to see that Siemens Healthcare has completed a major acquisition.
Does this major acquisition indicate that Siemens' business focus will change?
Does this major acquisition indicate that Siemens' business focus will change?
According to Siemens Medical Official WeChat News, on August 2, 2020, Siemens Medical and Varian Medical Systems announced that they have signed an agreement under which Siemens Medical will acquire all shares of Varian Medical Systems at a cash price of US$177.
50 per share.
The total purchase price is about 16.
4 billion US dollars, which is equivalent to about 114.
38 billion yuan.
50 per share.
The total purchase price is about 16.
4 billion US dollars, which is equivalent to about 114.
38 billion yuan.
It is understood that Varian is a provider of diagnosis and treatment solutions for cancer and other major diseases, and is committed to providing cancer and other diseases radiotherapy, radiosurgery, proton therapy and brachytherapy equipment and related software.
According to Varian’s official WeChat account, it is expected that after the completion of the transaction, it will continue to operate as an independent company within Siemens Medical under the Varian brand.
The combined company will provide a fully integrated platform covering end-to-end oncology solutions.
The combined company will provide a fully integrated platform covering end-to-end oncology solutions.
According to the data of CICC International Consulting, the scale of my country's radiotherapy equipment market fluctuated greatly from 2015 to 2017, mainly due to the high price of proton heavy ion equipment products and the large fluctuations in annual demand.
In 2015, the market size of radiotherapy equipment in my country was 11.
772 billion yuan, and in 2017 it was 4.
112 billion yuan.
In 2015, the market size of radiotherapy equipment in my country was 11.
772 billion yuan, and in 2017 it was 4.
112 billion yuan.
Among them, Varian is a key enterprise in the field of medical linear accelerators and proton heavy ion equipment in my country, and occupies a relatively high proportion in the overall market for radiotherapy equipment in China.
In 2017, Varian’s market share in my country’s radiotherapy equipment industry was 43.
4%, Elekta’s 9.
1%, Ovo’s 4.
6%, Ankerui’s 3.
9%, Xinhua Medical’s 2.
1%, Neusoft’s 1.
3%, and others.
Is 35.
6%.
4%, Elekta’s 9.
1%, Ovo’s 4.
6%, Ankerui’s 3.
9%, Xinhua Medical’s 2.
1%, Neusoft’s 1.
3%, and others.
Is 35.
6%.
After acquiring Varian, Siemens may look for new growth in the radiotherapy market, but it should be noted that although Varian is the industry leader, there may still be obstacles to growth in the radiotherapy market itself.
According to Sina Pharmaceuticals , the global radiotherapy equipment market is mainly monopolized by Varian, Elekta and Accury.
Elekta was once the number one in the global market, but was surpassed by Varian due to the lack of traveling wave tube technology.
Medicine Medicine MedicineElekta was once the number one in the global market, but was surpassed by Varian due to the lack of traveling wave tube technology.
However, the overall market capacity of radiotherapy equipment is not large.
According to the seventh survey data of the basic situation of radiotherapy in China, as of 2016, China has 1,413 radiotherapy units of various types and more than 2,400 radiotherapy equipment.
The overall market capacity of radiotherapy equipment is not large, and the hospitals that carry out radiotherapy treatment have basically pharmnet.
com.
cn/news/yyzb/" target="_blank">purchased them , and the equipment is relatively new, and the demand for replacement and upgrading is not high.
Hospital Hospital Hospitalpharmnet. According to the seventh survey data of the basic situation of radiotherapy in China, as of 2016, China has 1,413 radiotherapy units of various types and more than 2,400 radiotherapy equipment.
The overall market capacity of radiotherapy equipment is not large, and the hospitals that carry out radiotherapy treatment have basically pharmnet.
com.
cn/news/yyzb/" target="_blank">purchased them , and the equipment is relatively new, and the demand for replacement and upgrading is not high.
com.
cn/news/yyzb/" target="_blank"> Procurementpharmnet.
com.
cn/news/yyzb/" target="_blank"> Procurement Procurement
