行业研究报告题录
制造业--医药制造业(2019年第5期)
(报告加工时间:2019-01-22 -- 2019-02-12)

行业资讯

境外分析报告

  • 牙科3D打印市场分析和分段预测到2025年
    The dental 3D printing market in developed countries, such as the U.S., Australia, Germany, and France is mature in comparison to other developing countries owing to the strong presence of key market players and high demand for dental products. On the other hand, in developing Asian and Latin American countries the adoption rate of these products is moderate due to low awareness and lack of dental infrastructure, such as clinics and dental practitioners. However, consistent rise in disposable incomes, and steady economic growth and of these countries are expected to fuel market growth. Investment in rapidly developing markets by companies is expected to grow at a lucrative rate, provided the pricing and distribution activities are undertaken efficiently. Furthermore, improving awareness among end users about the importance and benefits of dental care is also expected to augment the market.
  • 东盟血压监测设备市场报告(2018-2025年)
    Blood pressure monitoring devices are used to assess hypertension in a patient’s body. The report includes revenue generated from the sales of the blood pressure monitoring devices in the ASEAN region. The different types of blood pressure monitoring devices include: aneroid BP monitors; digital BP monitors; and ambulatory BP monitors. However, revenue generated from the use of BP monitoring accessories is excluded from the report.
  • 全球身体成分分析仪市场报告(2018-2025年)
    In this report, the global body composition market is analyzed using the revenues generated by the sale of body composition analyzers such as bio-impedance analyzers, dual energy X-ray absorptiometry equipment, skinfold caliper, and others. However, the report does not consider revenues generated from the sales of fitness equipment or services associated with these equipment.
  • 药物涂层导管市场全球展望预测(2019-2024年)
    DCBs, which are also known as DEBs, are innovative and long-awaited transcatheter technology that is recently introduced in the market to help reduce high restenosis rates in PAD and CAD. DCBs are standard (semi-compliant) angioplasty balloon catheters coated with a cytotoxic chemotherapeutic agent. The device is covered/coated with an anti-proliferative drug, which is released into the blood vessel wall during inflation of the device. These devices have been developed recently to overcome a few major limitations of DES such as high ISR and revascularization rates. There is an established indication for the use of DCB in the treatment of instent restenosis (ISR), and they are also invariably used in several setting, particularly small coronary vessels and bifurcations.
  • 医疗保健市场中的全球大数据分析
    Big data analytics in healthcare, also known as health analytics, is the process of deriving insights from patterns and correlations found in healthcare big data and are used to make better healthcare decisions. Big data analytics in healthcare extends beyond data management to finding meaning in real-time or historical data, and making predictions about the future to improve the probability of success. The scope of the global big data analytics in healthcare market comprises market segmentation by component, deployment, analytics type, application, end user, and region. The report includes the study of the big data analytics in healthcare market focusing on various growth prospects and restraints, based on the regional analysis. In addition, the study highlights Porter’s five forces analysis for the market that comprises the impact of suppliers, competitors, new entrants, substitutes, and buyers.
  • 除颤器市场分析和分段预测到2025年
    Developed countries such as Canada, the U.S., and the UK are currently in the process of formulating supportive legislative reforms, which is expected to increase the demand for defibrillators. These countries are in the process of issuing policies, which will make storing and maintaining defibrillators mandatory in certain institutions and offices. In 2010, Canada introduced an act, which mandates installing defibrillators in certain premises. Under Defibrillator Act, all installed defibrillators must be Automated External Defibrillators (AEDs). Premises that are required to install AEDs include:
  • 重磅炸弹肿瘤品牌市场分析和分段预测到2027年
    In the past decade, the U.S. FDA has approved approximately 47 new indications for nearly 35 oncology products under the accelerated approval process. Accelerated regulatory approvals allow faster launch of oncology products after achievement of surrogate endpoints, which enable these therapies to qualify for commercialization. Breakthrough therapy and orphan drug designations granted to therapies accelerate market access by an average time difference of nearly 4.7 years as compared to the regular clinical development pathway for biologics.
  • 全球癌症疼痛市场报告(2018-2025年)
    The report provides dynamics and trends related to the global cancer pain drugs market. In addition, it presents the estimations and forecast of the market. Moreover, the study estimates revenue generated from the sales of cancer pain drugs directly from a company. Valuations comprise revenue generated from cancer pain drugs such as opioids, non-opioids, and nerve blocker, which are used during treatment of pain in different forms of cancer. However, the report does not include revenue generated by dealers, traders, or brokers of the market during the supply of these drugs. Furthermore, it excludes revenue generated during the therapy of cancer pain drugs.

投资分析报告

  • 中药行业:2019年1月中药材价格月报
    2019 年 1 月 22 号中药材天地网综合 200 指数为 2186.78,相比 12月 25 号的 2202.364 略有下降。中药材价格指数 2016 年上涨较大,2017年稳中略降,2018 年初略有上涨,下半年缓慢下降,2019 年初有所下滑。
  • 医药生物行业:预期趋稳,估值逐步修复-2019年1月投资策略
    国务院办公厅发布《关于印发国家组织药品集中采购和使用试点方案的通知》,在试点工作的总结和评估基础上,研究试点扩大的可行性和完善政策,稳定市场预期。前期行业龙头如华东医药、乐普医疗、丽珠集团普遍出现较大幅度回调,预期趋稳将给以国内仿制药龙头向创新药龙头转型升级的过渡期,随着年报业绩释放也将进一步夯实估值。
  • 医药生物行业:2018延续稳健,2019低谷后向上的开端-2018年年报业绩前瞻
    我们对重点覆盖的58 家医药上市公司2018 年全年的业绩进行了预测,预计2018 年全年归母净利润增速超过50%的有5 家;归母净利润增速30%-50%的有19 家;归母净利润增速20%-30%的有12 家;归母净利润增速0-20%的有18 家;归母净利润同比下滑的公司有4 家。总体而言,大部分公司延续了稳健增长趋势,但业绩分化依然存在。
  • 医药行业:数字化成为医养结合市场新增长点-中国医养结合市场专题分析2018
    独生子女家庭以三口之家为主,比例约为70%,“4-2-1”家庭结构使家庭的养老功能衰弱,赡养父母的负担与日俱增。城市老人及其子女的收入水平,直接影响老人选择养老的方式,但由于养老机构服务收费标准大多高于大多数老年人的收入水平,导致多数老人无法享受优质的养老服务。
  • 医药生物行业:国务院正式发布国家带量采购试点方案
    国务院正式发布国家带量采购试点方案,明确了未来集中采购试点的规则,并且对于后续的回款、药品使用以及保证医院积极性等方面做了进一步安排。目前,试点城市中已有大连和天津发布了带量采购细则,其余城市的采购文件也将在近期出台,预计3月中下旬开始试点城市的采购工作将逐步落实。
  • 医药健康行业:国家组织药品集中采购和使用试点方案发布
    全球抗肿瘤药的市场主要依靠重磅创新药在带动。近年来国家出台多项政策促进抗肿瘤创新药在国内的上市和临床使用,我国抗肿瘤药市场已进入到结构升级换代的历史转折时期。抗肿瘤药是恒瑞最大的产品板块,是公司业绩来源的重要方面。恒瑞抗肿瘤创新药管线全面布局,即将进入爆发期。我们认为恒瑞医药是未来国内医药公司中通过持续创新驱动实现业绩持续增长的企业之一,值得长期关注。 
  • 医药行业:【新型疫苗专题报告】新型疫苗崛起大势所趋,400亿空间一触即发
    新型疫苗包括创新型疫苗和多联多价疫苗,技术的进步促进了新型疫苗的发展。新型疫苗具有疗效好、技术壁垒高、回报高等特点。
  • 医药生物行业:流感疫情持续高发,主题投资下精选受益标的-专题研究
    根据国家卫健委公布的2018 年12 月流感数据显示,流感发病人数达到13.04 万人,同比增长7.10%,环比增长383.84%,流感疫情较去年有进一步深化的趋势。根据2019 年前两周的最新数据显示,流感疫情依然严峻,第二周较第一周暴发疫情数量更多,南方省份流感样病例ILI%较第一周有所提升,达到5.5%。

综合分析报告

  • 我国分级诊疗政策分析
    文章通过设计分析框架、划定分析模块、编码分类、统计描述,从基本政策工具和政策利益相关者两个维度对我国出台的25份分级诊疗相关政策文件进行分析,深入剖析了我国分级诊疗政策存在的缺失与不足,旨在为分级诊疗政策的优化与完善提供参考。

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