行业研究报告题录
制造业--医药制造业(2023年第1期)
(报告加工时间:2022-12-14 -- 2023-01-02)

行业资讯

境外分析报告

  • 全球 FLT3 抑制剂市场分析与预测报告(2022-2032年)
    The landscape of treatment of blood cancers with FLT3 positive mutations by novel inhibitory therapeutics is massively growing, with many emerging and legacy companies venturing into the industry with their respective therapeutic portfolio exclusively developed and designed for the treatment of FLT3 mutated acute myeloid leukemia (AML). Through imaging, genetic, and biomarker studies, researchers are gaining a deeper understanding of the biology of AML, which will likely resolve many current problems in FLT3 mutated AML diagnosis and classification.
  • 全球放射性药物市场
    Global Radiopharmaceuticals Market was valued at USD 4,483.2 Million in 2020 and projected to reach 8,087.7 by 2028 with a CAGR of 9.01%. Increasing prevalence of cancer is one of the major factors expected to boost the market for Radiopharmaceuticals. Moreover, the growing incidence of cardiovascular diseases is contributing to the growth of the market for Radiopharmaceuticals. Government initiatives towards Nuclear Medicine and funding to R&D for the development of new techniques are anticipated to drive the nuclear medicine market.
  • 全球 EDTA 管行业分析与竞争研究 (2022 – 2030年)
    EDTA serves as an anticoagulant in a vacutainer blood collection tube. Therefore, it averts clot formation. Ethylene Diamine Tetra Acetic Acid (EDTA) tube has a lavender cap as per International Standard and a red cap as per European Standard. It is the anticoagulant utilized for most hematology processes like recognizing and counting blood cells and blood typing. The EDTA blood sample can effortlessly last for at least 4 hours at room temperature and for a few days within the freezer. Also, it assists to conserve the morphology of the blood cells. EDTA tubes are utilized for most hematology treatments. The application of vinyl plastic blood bags and tubing in transfusion medicine is beneficial in the accumulation, processing, repository, and distribution of blood constituents.
  • 全球 MRNA 癌症疫苗和治疗行业分析和竞争研究 (2021–2030年)
    mRNA cancer vaccines are a relatively new class of vaccines, which combine the potential of mRNA to encode for almost any protein with an excellent safety profile and a flexible production process. mRNA therapy is a novel anticancer strategy based on in vitro transcription (IVT), which has potential for the treatment of malignant tumors. mRNA cancer vaccines use mRNA encoding tumor antigens or immunomodulatory molecules to deliver the corresponding proteins, combined with relevant delivery vectors and adjuvants, to induce antitumor responses mRNA vaccines represent an important class of cancer vaccines that are capable of encoding and expressing TAA (Tumor Associated Antigen), TSA (Tumor-specific antigens), and their associated cytokines. mRNA cancer vaccines can stimulate both humoral and cellular immunity, increasing the adaptability of these vaccines to different diseases and patients.
  • 全球医疗设备市场简报2022年:乌克兰-俄罗斯战争的影响
    Medical equipment devices are designed to aid diagnosis, monitoring or treatment of medical conditions. The medical equipment market consists of sales of medical equipment and related services by entities (organizations, sole traders and partnerships) that produce medical equipment which is used in the diagnosis, treatment and monitoring of medical conditions. This market includes establishments that produce in-vitro diagnostic devices, diagnostic imaging equipment, dental equipment and supplies, ophthalmic devices, cardiovascular devices, hospital supplies and other medical devices.
  • 全球血管内加温系统市场
    In 2020, North America accounted for largest revenue share in global Intravascular Warming Systems market owing to increase in adoption of advanced medical devices.  Similarly developing countries from APAC and Europe are expected to create lucrative opportunities for the Intravascular Warming Systems in the near future
  • 全球疾病载体控制创新市场预测报告2022年
    Establishments described in this report are primarily participating in the vector control market. Vector control is any method to limit or eradicate the mammals, birds, insects or other arthropods which transmit disease pathogens. The most frequent type of vector control is mosquito control using a variety of strategies. Several of the "neglected tropical diseases" are spread by such vectors.
  • 全球开放式微焦点X射线源行业动态与战略洞察(2021-2030年)
    Open tube sources of Micro focus X-Ray are one of the tube types chosen by the system manufacturers. They comprise of metal construction and generates vacuum by pumping procedure whenever system is to be turned on. They serve the purpose of transmission target, tube stability and ease of stand switch. They are further classified into integrated and non-integrated systems. The image quality and magnification in both the types depends upon the manual adjustment created for fine tuning the alignment.
  • 全球医疗用共挤袋、小袋和内衬的预测(2023-2028年)
    Equipment Type: Coextruded bags, pouches, and liners, for medical uses Industry: Plastics packaging materials and unlaminated film and sheet manufacturing
  • 全球一次性柔性内窥镜增长机会报告
    This study provides a global overview of the endoscope market’s challenges, cases related to cross contamination, and the need for flexible single use (disposable) endoscopes. The study offers an in depth analysis of the global single use flexible endoscopes market across endoscope application types.
  • 全球数字气味技术市场
    The digital scent technology market is expected to grow from USD 1.009 billion in 2021 to USD 1.97 billion by 2027, at a CAGR of 11.78%. The market growth can be attributed to several factors, such as expanding application and advancements in e-nose technologies, increasing use of e-nose devices for disease diagnostic applications, emerging R&D activities to invent e-nose to sniff out COVID-19, and rising use of e-nose in food industry for quality assurance in production, storage, and display. The digital scent technology market includes major Tier II and Tier III suppliers such as AMS AG (Austria), Smiths Detection (US), Alpha MOS SA (France), AIRSENSE Analytics GmbH (Germany), ScentSational Technologies (US), Electronic Sensor Technology (US), Aromajoin Corporation (Japan), Scent Sciences Corporation (US), The eNose Company (The Netherlands), Odotech Inc. (Canada), and so on.
  • 全球气管造口术产品创新市场预测报告2022年
    Establishments described in this report are primarily participating in the tracheostomy products market. Tracheostomy products offer comprehensive support to individuals with a stoma on the airway to help with breathing and suction secretions. We carry a range of high quality tracheostomy equipment from trusted manufacturers to provide the best support to patients.
  • 全球 Tele-ICU 市场报告展望预测(2022-2027年)
    The World Health Organization (WHO) classifies digital health as the use of digital technologies and health innovation to promote and protect public health and wellbeing. Digital health initiatives leverage the power of connectivity solutions, computing platforms, sensors, and software to support clinical decisions and improve the ability to accurately diagnose and treat diverse health conditions for better health outcomes. Digital health can be further categorized under health information technology (IT), personalized medicine, mobile health (mHealth), and telehealth and telemedicine. Telehealth entails the use of electronic and telecommunications technologies and services by healthcare professionals and establishments to support remote healthcare services, patient and professional health-related education, and public health administration.
  • 全球快速微生物检测市场报告(2016 - 2026年)
    Report covers current market overview of the Rapid Microbiology Testing Market. Quantitative and Qualitative outlook. Global study focusing on the Europe, MEA, North America, Latin America and Asia Pacific. Country Level Information. Market Dynamics and Trends. Market Size and Forecast

投资分析报告

  • 医药生物行业:饮片联采影响有限,线上中医增长迅速-中医连锁行业深度报告
    中医馆行业明显复苏,异地扩张能力决定发展空间。我们估计2021 年中医医疗服务行业规模超6000 亿元,较2020 年增长约17%。其中中医门诊市场行业规模约2700 亿元,民营中医门诊规模超400 亿元。我国中医主要发达地区为东部沿海及广东、四川,中医诊疗的前十大省及直辖市合计占总诊疗人次的62%。诊疗集中于头部的二三级中医医院与中西医结合医院。国家层面政策全面支持中医药行业,尤为重视中医药人才发展与发挥中医特色优势;地方层面政策因地制宜,细化落实国家政策。对于民营中医连锁,地区性中医连锁发展空间有限,跨地区扩张能力保障增长空间。
  • 医疗器械行业:耗材集采规则持续优化,降价风险逐步缓和-深度研究
    2020 年冠脉支架集采:全国首次带量采购竞争激烈,接续采购趋于温和稳定。首次冠脉支架全国集采采用了最 直接的10 家企业入围限制,且排序完全按照价格由低到高的方式。最终整体价格降幅较大,中标企业大部分降 幅超过90%。2021 年带量采购实施后医疗机构对冠脉支架的使用情况快于预期,但国内主流厂商毛利率下滑明显。 2 年后的2022 年接续采购中标规则趋于温和稳定,国产主流公司中标价格整体提升,未来行业利润空间有望提升。 冠脉支架接续采购的规则设置及中标结果表明:带量采购的目标并非单纯使产品降价,规则依然会考虑给予厂商 合理利润空间以保证产品未来稳定供应,此次冠脉支架接续采购的政策设置有望为后续其他品类产品集采及续约 形成一定参考。
  • 美容护理行业:优选龙头,把握成长机会
    受疫情影响,线下部分消费场景消失,线上受物流扰动大,社零整体承压。展望2023 ,放松趋势确 定,线下人流将逐渐恢复,消费基本面将迎来修复。疫情期间,化妆品社零增速强于社零整体增速 , 相较于整体消费更具韧性,明年业绩确定性强。医美直接受益于线下人流复苏。
  • 医药与健康护理行业:流感样病例激增,关注呼吸疾病预防需求—信息点评
    2022 年第50 周(2022 年12 月12 日-2022 年12 月18 日),南方省份哨点 医院报告的ILI%为9.1%,高于前一周水平(3.8%),高于2019~2021 年同期 水平(5.3%、3.5%和3.9%)(图1)。北方省份哨点医院报告的ILI%为6.1%, 高于前一周水平(2.6%),高于 2019~2021 年同期水平(4.7%、2.7%和 3.5%) (图2)。
  • 医药行业:回归本源,寻找不确定中的“三重奏-2023年投资策略
    医药行业投资回归本源。回顾2022年全年(截止20221130),申万医药指数下跌18.23%,跑赢沪深300指数3.78%,年初以来行业涨跌幅排名第19。2022年疫情对市场影响反复,主题投资方面,主要是围绕新冠预防、检测、治疗等起伏。上半年热点从抗原检测到新冠相关药物及产业链演绎,下半年尤其是Q4回到新冠口服药、中药相关抗疫药物。2022年先后经历在俄乌冲突、国内疫情反复散点、美元加息的大背景下,A股和港股医药板块经历比较大的波动,核心资产估值和持仓回归均衡,这与我们2022年医药投资策略【未来医药估值有望均衡,“穿越医保”和“疫情脱敏”是两条核心主线】判断一致。展望明年,尽管关于疫情时点、医药政策预期变化、外部因素三方面,目前比较难给出具体相应判断,但,我们认为,医药行业投资需要回归本源,从而寻找一些确定性。

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