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Since the beginning of this year, China's oral medical industry has continued to maintain a high degree of
financing heat.
Arterial orange database data show that from January to August this year, a total of 15 financing events occurred in the primary market of the oral track, and the cumulative amount of financing exceeded 1.
5 billion yuan, which was at a high level
in recent years.
It is worth noting that among all the stomatological medical enterprises that have obtained financing, there are 11 enterprises located in the upstream of the industrial chain, accounting for 73%.
financing heat.
Arterial orange database data show that from January to August this year, a total of 15 financing events occurred in the primary market of the oral track, and the cumulative amount of financing exceeded 1.
5 billion yuan, which was at a high level
in recent years.
It is worth noting that among all the stomatological medical enterprises that have obtained financing, there are 11 enterprises located in the upstream of the industrial chain, accounting for 73%.
The upstream of the oral medical industry mainly involves the research and development and production of dental medical consumables and equipment, covering three major segments of low-value medical consumables for stomatology, high-value medical consumables and equipment
.
In recent years, high-value medical consumables and equipment have gradually become areas with great development potential in the oral medical industry, especially the two major plates of invisible orthodontics and dental implants have made obvious breakthroughs; At the same time, the research and development and financing fever in the field of oral 3D printing is also rising
rapidly.
.
In recent years, high-value medical consumables and equipment have gradually become areas with great development potential in the oral medical industry, especially the two major plates of invisible orthodontics and dental implants have made obvious breakthroughs; At the same time, the research and development and financing fever in the field of oral 3D printing is also rising
rapidly.
Multiple advantages are highlighted
Upstream enterprises are favored by investment institutions
The increasing attention of investment institutions to the upstream field of the oral medical industry is mainly related
to the development status of the industry.
At present, one of the typical characteristics of China's oral medical industry chain is the uneven
distribution of values in upstream and downstream links.
Among them, the profitability of upstream enterprises is strong
.
For example, the 2021 financial reports of four upstream oral medical enterprises of China Porcelain Materials, Meiya Optoelectronics, Angelala Time, and Aiqi Technology show that their gross profit margins are 45.
04%, 51.
15%, 65%, and 71.
33%,
respectively.
However, the profitability of enterprises in the middle and lower reaches of the field such as oral medical service institutions is slightly weak, the average gross profit margin level is lower than that of upstream enterprises, and the head effect is increasing
.
In addition, there are still problems in the middle and lower reaches of the market such as higher customer acquisition costs and weak bargaining
power.
to the development status of the industry.
At present, one of the typical characteristics of China's oral medical industry chain is the uneven
distribution of values in upstream and downstream links.
Among them, the profitability of upstream enterprises is strong
.
For example, the 2021 financial reports of four upstream oral medical enterprises of China Porcelain Materials, Meiya Optoelectronics, Angelala Time, and Aiqi Technology show that their gross profit margins are 45.
04%, 51.
15%, 65%, and 71.
33%,
respectively.
However, the profitability of enterprises in the middle and lower reaches of the field such as oral medical service institutions is slightly weak, the average gross profit margin level is lower than that of upstream enterprises, and the head effect is increasing
.
In addition, there are still problems in the middle and lower reaches of the market such as higher customer acquisition costs and weak bargaining
power.
Not only that, the prospectus data of China Stomatological Medical Group shows that in 2020, the penetration rate of China's oral medical service market is about 24%, far lower than the 70% of
the United States.
It can be seen that in a long period of time, the demand for oral medical services in China will continue to be strong
.
The upstream of the industry has a good revenue capacity in the field of dental medical consumables and equipment, which is expected to promote the huge potential market demand into real demand
.
According to the financial report data released by China Porcelain Materials and Meiya Optoelectronics in the first half of this year, the performance of the two companies continued to rise, and the operating income in the first half of the year alone has reached 1.
731 billion yuan and 904 million yuan, an increase of 17.
47% and 10.
19% respectively; Angelalign's financial report data for the first half of this year shows that due to the impact of the new crown pneumonia epidemic, its gross profit decreased year-on-year, but its operating income was 571 million yuan, which was still basically the same as the same
period last year.
the United States.
It can be seen that in a long period of time, the demand for oral medical services in China will continue to be strong
.
The upstream of the industry has a good revenue capacity in the field of dental medical consumables and equipment, which is expected to promote the huge potential market demand into real demand
.
According to the financial report data released by China Porcelain Materials and Meiya Optoelectronics in the first half of this year, the performance of the two companies continued to rise, and the operating income in the first half of the year alone has reached 1.
731 billion yuan and 904 million yuan, an increase of 17.
47% and 10.
19% respectively; Angelalign's financial report data for the first half of this year shows that due to the impact of the new crown pneumonia epidemic, its gross profit decreased year-on-year, but its operating income was 571 million yuan, which was still basically the same as the same
period last year.
In addition, the upstream field of the oral medical industry also has the characteristics of high entry threshold, high technical barriers and strong ductility
.
Specifically, the high entry threshold means that the listing of dental medical consumables and equipment usually needs to go through a strict clinical trial stage and review and approval process, and the cycle is long; The technical barriers are high because dental medical devices are mostly the products of multidisciplinary interdisciplinarity, involving engineering, biology, physics and even aesthetics; Strong ductility is based on the standardized characteristics of dental medical devices, and related products can often quickly enter the international market and form a scale effect
.
.
Specifically, the high entry threshold means that the listing of dental medical consumables and equipment usually needs to go through a strict clinical trial stage and review and approval process, and the cycle is long; The technical barriers are high because dental medical devices are mostly the products of multidisciplinary interdisciplinarity, involving engineering, biology, physics and even aesthetics; Strong ductility is based on the standardized characteristics of dental medical devices, and related products can often quickly enter the international market and form a scale effect
.
In short, with the expanding market demand, strong gold absorption ability and high competitive barriers, the upstream field of China's oral medical industry is gradually entering a stage of rapid development, which has gradually become the core logic
of many investment institutions choosing to invest in upstream enterprises in the oral medical industry.
of many investment institutions choosing to invest in upstream enterprises in the oral medical industry.
The three core investment areas are developing rapidly
R&D capabilities still need to be enhanced
Looking at the financing situation of the oral medical industry from January to August this year, invisible orthodontics, dental implants, and oral 3D printing are the three core areas of rising financing fever, and the investment logic and development trends of these three segments have their own characteristics
.
.
The potential growth space of the invisible orthodontic industry is large
In recent years, the prevalence of malocclusion in China has increased
year by year.
According to the data released by China Consulting, the number of orthodontic cases in China has increased from 1.
6 million in 2015 to 3.
1 million in 2020; That number is expected to reach 9.
5 million
by 2030.
Among them, the invisible orthodontic industry is a major segment of the orthodontic industry with rapid development, and the number of orthodontic cases corrected by invisible appliances has increased from 47,800 in 2015 to 335,500 in 2020, with an annual compound growth rate of 47.
7%; The number of invisible orthodontic cases is expected to reach 3.
8 million
by 2030.
year by year.
According to the data released by China Consulting, the number of orthodontic cases in China has increased from 1.
6 million in 2015 to 3.
1 million in 2020; That number is expected to reach 9.
5 million
by 2030.
Among them, the invisible orthodontic industry is a major segment of the orthodontic industry with rapid development, and the number of orthodontic cases corrected by invisible appliances has increased from 47,800 in 2015 to 335,500 in 2020, with an annual compound growth rate of 47.
7%; The number of invisible orthodontic cases is expected to reach 3.
8 million
by 2030.
Strong market demand is driving the rapid development of
the orthodontic market.
According to the forecast of China Insight Consulting, in 2030, the size of China's orthodontic market will reach 29.
6 billion US dollars.
Among them, the market size of invisible correction will reach 11.
9 billion US dollars, with a compound annual growth rate of 21.
5%.
the orthodontic market.
According to the forecast of China Insight Consulting, in 2030, the size of China's orthodontic market will reach 29.
6 billion US dollars.
Among them, the market size of invisible correction will reach 11.
9 billion US dollars, with a compound annual growth rate of 21.
5%.
In addition to the huge potential market space, the high gross profit margin of invisible orthodontic products is also a major factor
attracting capital attention.
With high technical barriers and broad market growth space, the concentration of the invisible orthodontic industry is increasing, the revenue capacity of head enterprises is strong, and it has frequently won the favor of
capital.
Since the beginning of this year, orthodontics enterprises such as Zhengya Dental, Dentist Technology, Aishile, and Prisun have completed financing, and the single round of financing of many enterprises has reached the level of
100 million yuan.
attracting capital attention.
With high technical barriers and broad market growth space, the concentration of the invisible orthodontic industry is increasing, the revenue capacity of head enterprises is strong, and it has frequently won the favor of
capital.
Since the beginning of this year, orthodontics enterprises such as Zhengya Dental, Dentist Technology, Aishile, and Prisun have completed financing, and the single round of financing of many enterprises has reached the level of
100 million yuan.
It should be noted that for the invisible orthodontic track, technology research and development is a key factor
driving the development of enterprises.
Taking Zhengya Dental, Dentist Technology and Prisson, which have obtained high financing this year, as an example, the three companies have worked hard to give full play to their own technological advantages and pay attention to innovative product research and development
.
driving the development of enterprises.
Taking Zhengya Dental, Dentist Technology and Prisson, which have obtained high financing this year, as an example, the three companies have worked hard to give full play to their own technological advantages and pay attention to innovative product research and development
.
From the perspective of market structure, at present, China's invisible orthodontic market is mainly occupied by Aiqi Technology in the United States, domestic Angel of Times and other enterprises, and the market share of most other companies is relatively small
.
.
Since the research and development of invisible orthodontic products involves professional knowledge and technology in many fields such as orthodontics, computer science, materials science, biomechanics, intelligent manufacturing, etc.
, and needs to be closely integrated with clinical needs, it is difficult for related products and technologies to achieve commercialization
.
, and needs to be closely integrated with clinical needs, it is difficult for related products and technologies to achieve commercialization
.
As more and more enterprises accelerate the layout of the invisible orthodontic track, the industry competition is becoming increasingly fierce
.
For invisible orthodontic enterprises, only by paying attention to product differentiation, striving to break through technical barriers, and attaching importance to building a scientific and reasonable business model can we achieve sustainable development
.
.
For invisible orthodontic enterprises, only by paying attention to product differentiation, striving to break through technical barriers, and attaching importance to building a scientific and reasonable business model can we achieve sustainable development
.
Domestic substitution of oral implant products is accelerating
In recent years, the implant dental track has also been favored
by the capital market.
At present, the cost of oral implantation is mainly composed of consumables (including implants and crowns
), physician service fees, and medical institution operation fees.
In addition to higher consumables costs, higher physician service fees are also an important reason for
hindering the price reduction of oral implants.
by the capital market.
At present, the cost of oral implantation is mainly composed of consumables (including implants and crowns
), physician service fees, and medical institution operation fees.
In addition to higher consumables costs, higher physician service fees are also an important reason for
hindering the price reduction of oral implants.
It is worth noting that a few days ago, the National Medical Insurance Bureau issued the "Notice on Carrying out Special Governance of Oral Implant Medical Service Charges and Consumables Prices" (hereinafter referred to as the "Notice"), which pointed out that it is necessary to standardize the charging methods of oral implant medical services and consumables, strengthen the price regulation of medical services such as oral implants, organize the centralized procurement of dental implant consumables, implement the comprehensive treatment of oral implant fees, and carry out special treatment
of oral implant prices covering public and private medical institutions 。 Among them, in terms of standardizing the charging methods of oral implant medical services and consumables, the Notice makes it clear that it is necessary to orderly promote the "separation of technical consumption" of oral implant medical services, improve the price formation mechanism of dental implant crowns, and standardize the integration of oral implant price items
.
With the advancement of this policy, the price of oral implants is expected to fall to a reasonable level, which will be conducive to the acceleration of the
process of domestic substitution of oral implant products.
of oral implant prices covering public and private medical institutions 。 Among them, in terms of standardizing the charging methods of oral implant medical services and consumables, the Notice makes it clear that it is necessary to orderly promote the "separation of technical consumption" of oral implant medical services, improve the price formation mechanism of dental implant crowns, and standardize the integration of oral implant price items
.
With the advancement of this policy, the price of oral implants is expected to fall to a reasonable level, which will be conducive to the acceleration of the
process of domestic substitution of oral implant products.
At present, the market share of domestic oral implant product manufacturers is still low, mainly because China's oral implant industry started late, insufficient accumulation in terms of technology and experience, and the overall commercialization ability of the industrial chain also needs to be improved
。 Taking implant surface treatment technology as an example, Gaohe Investment Research Center data shows that at present, most domestic oral implant brands are still staying at the level of simple coating and sandblasting acid erosion treatment technology; The leading international implant enterprises such as Nobosco and Szomann use surface treatment technologies such as anodizing treatment and hydrophilic sandblasting acid etching treatment to make the implant have better biocompatibility, corrosion resistance and bone binding strength
.
。 Taking implant surface treatment technology as an example, Gaohe Investment Research Center data shows that at present, most domestic oral implant brands are still staying at the level of simple coating and sandblasting acid erosion treatment technology; The leading international implant enterprises such as Nobosco and Szomann use surface treatment technologies such as anodizing treatment and hydrophilic sandblasting acid etching treatment to make the implant have better biocompatibility, corrosion resistance and bone binding strength
.
At the same time, the market penetration rate of China's oral implant industry has also a large space for
improvement.
According to the "2020 China Oral Medical Industry Report" released by MedTrend Medical Trends and other institutions, the average number of missing teeth in China's 20-44 age population is 0.
4, and the penetration rate of oral implants is 2%; The average number of missing teeth in the 65-year-old population is 7.
5, while the penetration rate of oral implants is only 0.
5%.
improvement.
According to the "2020 China Oral Medical Industry Report" released by MedTrend Medical Trends and other institutions, the average number of missing teeth in China's 20-44 age population is 0.
4, and the penetration rate of oral implants is 2%; The average number of missing teeth in the 65-year-old population is 7.
5, while the penetration rate of oral implants is only 0.
5%.
It is foreseeable that once oral implant products enter the collection, the cost of a single implant will be greatly reduced, and the strong and unmet demand for dental implants will be further released
.
At the same time, the development of oral implant products collection is very beneficial
to domestic implant and crown research and development and production enterprises with price advantages.
.
At the same time, the development of oral implant products collection is very beneficial
to domestic implant and crown research and development and production enterprises with price advantages.
Emerging technologies are driving the oral 3D printing industry
From January to August this year, innovative enterprises focusing on the field of oral 3D printing, such as Rhensa Intelligence, Beikangmei, and Chenglian Technology, have successively obtained financing
.
The reason why the above-mentioned oral 3D printing enterprises are sought after by various capitals is not only to pay attention to technology research and development and application, but also because they have also made active efforts
in product application scenarios and business model construction.
.
The reason why the above-mentioned oral 3D printing enterprises are sought after by various capitals is not only to pay attention to technology research and development and application, but also because they have also made active efforts
in product application scenarios and business model construction.
Stomatology is one of the important application scenarios of
3D printing technology.
The 3D printing technology used in stomatology mainly includes two categories: one is the metal 3D printing technology used to manufacture metal crowns, oral stents and other products; The other is light-curing 3D printing technology
used to manufacture products such as dental molds and implant guides.
The application of 3D printing technology has effectively promoted the digital transformation and upgrading of the oral medical industry, and effectively improved the efficiency and quality
of oral diagnosis and treatment.
3D printing technology.
The 3D printing technology used in stomatology mainly includes two categories: one is the metal 3D printing technology used to manufacture metal crowns, oral stents and other products; The other is light-curing 3D printing technology
used to manufacture products such as dental molds and implant guides.
The application of 3D printing technology has effectively promoted the digital transformation and upgrading of the oral medical industry, and effectively improved the efficiency and quality
of oral diagnosis and treatment.
As a participant in the emerging field of science and technology, oral 3D printing enterprises should adhere to long-term thinking, improve the overall closed-loop efficiency of technology, products, brands and channels, and promote the long-term development of
enterprises.
enterprises.
With the influx of capital, the upstream field of the oral medical industry has ushered in rapid development opportunities
.
However, it is necessary to realize that the high popularity of capital does not mean that the industry has matured, and relevant enterprises should continue to carry out technical deep cultivation and model iteration
in the changing market environment.
(Author: Arterial Network)
.
However, it is necessary to realize that the high popularity of capital does not mean that the industry has matured, and relevant enterprises should continue to carry out technical deep cultivation and model iteration
in the changing market environment.
(Author: Arterial Network)
Since the beginning of this year, China's oral medical industry has continued to maintain a high degree of
financing heat.
Arterial orange database data show that from January to August this year, a total of 15 financing events occurred in the primary market of the oral track, and the cumulative amount of financing exceeded 1.
5 billion yuan, which was at a high level
in recent years.
It is worth noting that among all the stomatological medical enterprises that have obtained financing, there are 11 enterprises located in the upstream of the industrial chain, accounting for 73%.
financing heat.
Arterial orange database data show that from January to August this year, a total of 15 financing events occurred in the primary market of the oral track, and the cumulative amount of financing exceeded 1.
5 billion yuan, which was at a high level
in recent years.
It is worth noting that among all the stomatological medical enterprises that have obtained financing, there are 11 enterprises located in the upstream of the industrial chain, accounting for 73%.
The upstream of the oral medical industry mainly involves the research and development and production of dental medical consumables and equipment, covering three major segments of low-value medical consumables for stomatology, high-value medical consumables and equipment
.
In recent years, high-value medical consumables and equipment have gradually become areas with great development potential in the oral medical industry, especially the two major plates of invisible orthodontics and dental implants have made obvious breakthroughs; At the same time, the research and development and financing fever in the field of oral 3D printing is also rising
rapidly.
.
In recent years, high-value medical consumables and equipment have gradually become areas with great development potential in the oral medical industry, especially the two major plates of invisible orthodontics and dental implants have made obvious breakthroughs; At the same time, the research and development and financing fever in the field of oral 3D printing is also rising
rapidly.
Multiple advantages are highlighted
Multiple advantages are highlighted Upstream enterprises are favored by investment institutions
Upstream enterprises are favored by investment institutions The increasing attention of investment institutions to the upstream field of the oral medical industry is mainly related
to the development status of the industry.
At present, one of the typical characteristics of China's oral medical industry chain is the uneven
distribution of values in upstream and downstream links.
Among them, the profitability of upstream enterprises is strong
.
For example, the 2021 financial reports of four upstream oral medical enterprises of China Porcelain Materials, Meiya Optoelectronics, Angelala Time, and Aiqi Technology show that their gross profit margins are 45.
04%, 51.
15%, 65%, and 71.
33%,
respectively.
However, the profitability of enterprises in the middle and lower reaches of the field such as oral medical service institutions is slightly weak, the average gross profit margin level is lower than that of upstream enterprises, and the head effect is increasing
.
In addition, there are still problems in the middle and lower reaches of the market such as higher customer acquisition costs and weak bargaining
power.
to the development status of the industry.
At present, one of the typical characteristics of China's oral medical industry chain is the uneven
distribution of values in upstream and downstream links.
Among them, the profitability of upstream enterprises is strong
.
For example, the 2021 financial reports of four upstream oral medical enterprises of China Porcelain Materials, Meiya Optoelectronics, Angelala Time, and Aiqi Technology show that their gross profit margins are 45.
04%, 51.
15%, 65%, and 71.
33%,
respectively.
However, the profitability of enterprises in the middle and lower reaches of the field such as oral medical service institutions is slightly weak, the average gross profit margin level is lower than that of upstream enterprises, and the head effect is increasing
.
In addition, there are still problems in the middle and lower reaches of the market such as higher customer acquisition costs and weak bargaining
power.
Not only that, the prospectus data of China Stomatological Medical Group shows that in 2020, the penetration rate of China's oral medical service market is about 24%, far lower than the 70% of
the United States.
It can be seen that in a long period of time, the demand for oral medical services in China will continue to be strong
.
The upstream of the industry has a good revenue capacity in the field of dental medical consumables and equipment, which is expected to promote the huge potential market demand into real demand
.
According to the financial report data released by China Porcelain Materials and Meiya Optoelectronics in the first half of this year, the performance of the two companies continued to rise, and the operating income in the first half of the year alone has reached 1.
731 billion yuan and 904 million yuan, an increase of 17.
47% and 10.
19% respectively; Angelalign's financial report data for the first half of this year shows that due to the impact of the new crown pneumonia epidemic, its gross profit decreased year-on-year, but its operating income was 571 million yuan, which was still basically the same as the same
period last year.
the United States.
It can be seen that in a long period of time, the demand for oral medical services in China will continue to be strong
.
The upstream of the industry has a good revenue capacity in the field of dental medical consumables and equipment, which is expected to promote the huge potential market demand into real demand
.
According to the financial report data released by China Porcelain Materials and Meiya Optoelectronics in the first half of this year, the performance of the two companies continued to rise, and the operating income in the first half of the year alone has reached 1.
731 billion yuan and 904 million yuan, an increase of 17.
47% and 10.
19% respectively; Angelalign's financial report data for the first half of this year shows that due to the impact of the new crown pneumonia epidemic, its gross profit decreased year-on-year, but its operating income was 571 million yuan, which was still basically the same as the same
period last year.
In addition, the upstream field of the oral medical industry also has the characteristics of high entry threshold, high technical barriers and strong ductility
.
Specifically, the high entry threshold means that the listing of dental medical consumables and equipment usually needs to go through a strict clinical trial stage and review and approval process, and the cycle is long; The technical barriers are high because dental medical devices are mostly the products of multidisciplinary interdisciplinarity, involving engineering, biology, physics and even aesthetics; Strong ductility is based on the standardized characteristics of dental medical devices, and related products can often quickly enter the international market and form a scale effect
.
Standard standards for medical devicesMedical devices.
Specifically, the high entry threshold means that the listing of dental medical consumables and equipment usually needs to go through a strict clinical trial stage and review and approval process, and the cycle is long; The technical barriers are high because dental medical devices are mostly the products of multidisciplinary interdisciplinarity, involving engineering, biology, physics and even aesthetics; Strong ductility is based on the standardized characteristics of dental medical devices, and related products can often quickly enter the international market and form a scale effect
.
In short, with the expanding market demand, strong gold absorption ability and high competitive barriers, the upstream field of China's oral medical industry is gradually entering a stage of rapid development, which has gradually become the core logic
of many investment institutions choosing to invest in upstream enterprises in the oral medical industry.
Enterprise enterpriseof many investment institutions choosing to invest in upstream enterprises in the oral medical industry.
The three core investment areas are developing rapidly
The three core investment areas are developing rapidly R&D capabilities still need to be enhanced
R&D capabilities still need to be enhanced Looking at the financing situation of the oral medical industry from January to August this year, invisible orthodontics, dental implants, and oral 3D printing are the three core areas of rising financing fever, and the investment logic and development trends of these three segments have their own characteristics
.
.
The potential growth space of the invisible orthodontic industry is large
The potential growth space of the invisible orthodontic industry is large In recent years, the prevalence of malocclusion in China has increased
year by year.
According to the data released by China Consulting, the number of orthodontic cases in China has increased from 1.
6 million in 2015 to 3.
1 million in 2020; That number is expected to reach 9.
5 million
by 2030.
Among them, the invisible orthodontic industry is a major segment of the orthodontic industry with rapid development, and the number of orthodontic cases corrected by invisible appliances has increased from 47,800 in 2015 to 335,500 in 2020, with an annual compound growth rate of 47.
7%; The number of invisible orthodontic cases is expected to reach 3.
8 million
by 2030.
year by year.
According to the data released by China Consulting, the number of orthodontic cases in China has increased from 1.
6 million in 2015 to 3.
1 million in 2020; That number is expected to reach 9.
5 million
by 2030.
Among them, the invisible orthodontic industry is a major segment of the orthodontic industry with rapid development, and the number of orthodontic cases corrected by invisible appliances has increased from 47,800 in 2015 to 335,500 in 2020, with an annual compound growth rate of 47.
7%; The number of invisible orthodontic cases is expected to reach 3.
8 million
by 2030.
Strong market demand is driving the rapid development of
the orthodontic market.
According to the forecast of China Insight Consulting, in 2030, the size of China's orthodontic market will reach 29.
6 billion US dollars.
Among them, the market size of invisible correction will reach 11.
9 billion US dollars, with a compound annual growth rate of 21.
5%.
the orthodontic market.
According to the forecast of China Insight Consulting, in 2030, the size of China's orthodontic market will reach 29.
6 billion US dollars.
Among them, the market size of invisible correction will reach 11.
9 billion US dollars, with a compound annual growth rate of 21.
5%.
In addition to the huge potential market space, the high gross profit margin of invisible orthodontic products is also a major factor
attracting capital attention.
With high technical barriers and broad market growth space, the concentration of the invisible orthodontic industry is increasing, the revenue capacity of head enterprises is strong, and it has frequently won the favor of
capital.
Since the beginning of this year, orthodontics enterprises such as Zhengya Dental, Dentist Technology, Aishile, and Prisun have completed financing, and the single round of financing of many enterprises has reached the level of
100 million yuan.
attracting capital attention.
With high technical barriers and broad market growth space, the concentration of the invisible orthodontic industry is increasing, the revenue capacity of head enterprises is strong, and it has frequently won the favor of
capital.
Since the beginning of this year, orthodontics enterprises such as Zhengya Dental, Dentist Technology, Aishile, and Prisun have completed financing, and the single round of financing of many enterprises has reached the level of
100 million yuan.
It should be noted that for the invisible orthodontic track, technology research and development is a key factor
driving the development of enterprises.
Taking Zhengya Dental, Dentist Technology and Prisson, which have obtained high financing this year, as an example, the three companies have worked hard to give full play to their own technological advantages and pay attention to innovative product research and development
.
driving the development of enterprises.
Taking Zhengya Dental, Dentist Technology and Prisson, which have obtained high financing this year, as an example, the three companies have worked hard to give full play to their own technological advantages and pay attention to innovative product research and development
.
From the perspective of market structure, at present, China's invisible orthodontic market is mainly occupied by Aiqi Technology in the United States, domestic Angel of Times and other enterprises, and the market share of most other companies is relatively small
.
.
Since the research and development of invisible orthodontic products involves professional knowledge and technology in many fields such as orthodontics, computer science, materials science, biomechanics, intelligent manufacturing, etc.
, and needs to be closely integrated with clinical needs, it is difficult for related products and technologies to achieve commercialization
.
, and needs to be closely integrated with clinical needs, it is difficult for related products and technologies to achieve commercialization
.
As more and more enterprises accelerate the layout of the invisible orthodontic track, the industry competition is becoming increasingly fierce
.
For invisible orthodontic enterprises, only by paying attention to product differentiation, striving to break through technical barriers, and attaching importance to building a scientific and reasonable business model can we achieve sustainable development
.
.
For invisible orthodontic enterprises, only by paying attention to product differentiation, striving to break through technical barriers, and attaching importance to building a scientific and reasonable business model can we achieve sustainable development
.
Domestic substitution of oral implant products is accelerating
Domestic substitution of oral implant products is accelerating In recent years, the implant dental track has also been favored
by the capital market.
At present, the cost of oral implantation is mainly composed of consumables (including implants and crowns
), physician service fees, and medical institution operation fees.
In addition to higher consumables costs, higher physician service fees are also an important reason for
hindering the price reduction of oral implants.
by the capital market.
At present, the cost of oral implantation is mainly composed of consumables (including implants and crowns
), physician service fees, and medical institution operation fees.
In addition to higher consumables costs, higher physician service fees are also an important reason for
hindering the price reduction of oral implants.
It is worth noting that a few days ago, the National Medical Insurance Bureau issued the "Notice on Carrying out Special Governance of Oral Implant Medical Service Charges and Consumables Prices" (hereinafter referred to as the "Notice"), which pointed out that it is necessary to standardize the charging methods of oral implant medical services and consumables, strengthen the price regulation of medical services such as oral implants, organize the centralized procurement of dental implant consumables, implement the comprehensive treatment of oral implant fees, and carry out special treatment
of oral implant prices covering public and private medical institutions 。 Among them, in terms of standardizing the charging methods of oral implant medical services and consumables, the Notice makes it clear that it is necessary to orderly promote the "separation of technical consumption" of oral implant medical services, improve the price formation mechanism of dental implant crowns, and standardize the integration of oral implant price items
.
With the advancement of this policy, the price of oral implants is expected to fall to a reasonable level, which will be conducive to the acceleration of the
process of domestic substitution of oral implant products.
Procurement procurementof oral implant prices covering public and private medical institutions 。 Among them, in terms of standardizing the charging methods of oral implant medical services and consumables, the Notice makes it clear that it is necessary to orderly promote the "separation of technical consumption" of oral implant medical services, improve the price formation mechanism of dental implant crowns, and standardize the integration of oral implant price items
.
With the advancement of this policy, the price of oral implants is expected to fall to a reasonable level, which will be conducive to the acceleration of the
process of domestic substitution of oral implant products.
At present, the market share of domestic oral implant product manufacturers is still low, mainly because China's oral implant industry started late, insufficient accumulation in terms of technology and experience, and the overall commercialization ability of the industrial chain also needs to be improved
。 Taking implant surface treatment technology as an example, Gaohe Investment Research Center data shows that at present, most domestic oral implant brands are still staying at the level of simple coating and sandblasting acid erosion treatment technology; The leading international implant enterprises such as Nobosco and Szomann use surface treatment technologies such as anodizing treatment and hydrophilic sandblasting acid etching treatment to make the implant have better biocompatibility, corrosion resistance and bone binding strength
.
。 Taking implant surface treatment technology as an example, Gaohe Investment Research Center data shows that at present, most domestic oral implant brands are still staying at the level of simple coating and sandblasting acid erosion treatment technology; The leading international implant enterprises such as Nobosco and Szomann use surface treatment technologies such as anodizing treatment and hydrophilic sandblasting acid etching treatment to make the implant have better biocompatibility, corrosion resistance and bone binding strength
.
At the same time, the market penetration rate of China's oral implant industry has also a large space for
improvement.
According to the "2020 China Oral Medical Industry Report" released by MedTrend Medical Trends and other institutions, the average number of missing teeth in China's 20-44 age population is 0.
4, and the penetration rate of oral implants is 2%; The average number of missing teeth in the 65-year-old population is 7.
5, while the penetration rate of oral implants is only 0.
5%.
improvement.
According to the "2020 China Oral Medical Industry Report" released by MedTrend Medical Trends and other institutions, the average number of missing teeth in China's 20-44 age population is 0.
4, and the penetration rate of oral implants is 2%; The average number of missing teeth in the 65-year-old population is 7.
5, while the penetration rate of oral implants is only 0.
5%.
It is foreseeable that once oral implant products enter the collection, the cost of a single implant will be greatly reduced, and the strong and unmet demand for dental implants will be further released
.
At the same time, the development of oral implant products collection is very beneficial
to domestic implant and crown research and development and production enterprises with price advantages.
.
At the same time, the development of oral implant products collection is very beneficial
to domestic implant and crown research and development and production enterprises with price advantages.
Emerging technologies are driving the oral 3D printing industry
Emerging technologies are driving the oral 3D printing industry From January to August this year, innovative enterprises focusing on the field of oral 3D printing, such as Rhensa Intelligence, Beikangmei, and Chenglian Technology, have successively obtained financing
.
The reason why the above-mentioned oral 3D printing enterprises are sought after by various capitals is not only to pay attention to technology research and development and application, but also because they have also made active efforts
in product application scenarios and business model construction.
.
The reason why the above-mentioned oral 3D printing enterprises are sought after by various capitals is not only to pay attention to technology research and development and application, but also because they have also made active efforts
in product application scenarios and business model construction.
Stomatology is one of the important application scenarios of
3D printing technology.
The 3D printing technology used in stomatology mainly includes two categories: one is the metal 3D printing technology used to manufacture metal crowns, oral stents and other products; The other is light-curing 3D printing technology
used to manufacture products such as dental molds and implant guides.
The application of 3D printing technology has effectively promoted the digital transformation and upgrading of the oral medical industry, and effectively improved the efficiency and quality
of oral diagnosis and treatment.
3D printing technology.
The 3D printing technology used in stomatology mainly includes two categories: one is the metal 3D printing technology used to manufacture metal crowns, oral stents and other products; The other is light-curing 3D printing technology
used to manufacture products such as dental molds and implant guides.
The application of 3D printing technology has effectively promoted the digital transformation and upgrading of the oral medical industry, and effectively improved the efficiency and quality
of oral diagnosis and treatment.
As a participant in the emerging field of science and technology, oral 3D printing enterprises should adhere to long-term thinking, improve the overall closed-loop efficiency of technology, products, brands and channels, and promote the long-term development of
enterprises.
enterprises.
With the influx of capital, the upstream field of the oral medical industry has ushered in rapid development opportunities
.
However, it is necessary to realize that the high popularity of capital does not mean that the industry has matured, and relevant enterprises should continue to carry out technical deep cultivation and model iteration
in the changing market environment.
(Author: Arterial Network)
.
However, it is necessary to realize that the high popularity of capital does not mean that the industry has matured, and relevant enterprises should continue to carry out technical deep cultivation and model iteration
in the changing market environment.
(Author: Arterial Network)
