告 生物医药行业专题报告 年 月 日...
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2016 08 31
** 2016-08-21 ** 2016-08-15 ** 2016-08-03
S1060514100001
021-22662299
S1060514110001
021-20632019
S1060116040040 021-38640502 [email protected]
2016 8 26 2030
2030
2010 10 2
10 2020
8000
1
2
3
-20%
0%
20%
40%
60%
Aug-15 Dec-15 Apr-16
300
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............................................................................. 5
............................................................................. 6
2.1 ..................................................... 7
2.2 .................................................................. 9
2.3 ........................................................................ 10
2.4 ......................................................... 12
2.5 ............................................................................... 13
2.6 .......................................................................................... 14
....................................................................... 16
.............................................. 18
4.1 ................................. 18
4.1.1 ..................................... 18
4.1.2 .................................................................. 21
-- .............................................................................................. 21
-- .............................................................................................. 22
-- .............................................................................................. 22
4.2 ............................. 23
4.2.1 ............... 23
4.2.2 ................................. 26
................................................................................................................... 27
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1 .................................................................................... 5
2 ............................................................................................... 7
3 2009 2014 ......................................................... 7
4 ....................................................................................... 8
5 2014 2020 .......................................................... 8
6 ...................................................................................................... 9
7 IVD .............................................................................. 10
8 IVD ............................................................................................. 10
9 IVD ................................................................................................. 10
10 2012-2020 ..................................................... 11
11 MRI .................................................................................................... 11
12 ......................................................................................... 12
13 ............................................................................................. 12
14 ........................................................................................................ 13
15 2007-2018 ..................................................... 13
16 ............................................................ 14
17 ................................................................... 14
18 ................................................................... 14
19 ................................................................................................ 15
20 ........................................................................... 15
21 .................... 16
22 ............................................................................................. 16
23 .................................................................................. 17
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25 .............................................................................. 18
26 ....................................................................... 18
27 ................................................................... 19
28 .................................................................................................... 19
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30 ............................ 21
31 ........................................................................... 21
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33 .............................................................................. 22
34 ..................................................................................... 23
35 .............................................................................. 23
36 ....................................................................... 24
37 ....................................................................... 25
38 .............................................................................. 25
39 ..................................................................................... 26
40 2014 ............................. 26
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2007 20202015
2016 8 26 2030
2030
2010 10 2 10
2020 8000
1
5
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1:8.5:100 1
8.5 100 90%
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2
2.1
WHO 1/3
2014 3.73
2009 2.30 62.17%CAGR 10.15%
2014 13.68 27.27%
70%
3 2009 2014
0
5000
10000
15000
20000
25000
30000
35000
40000
45000
2009 2010 2011 2012 2013 2014
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4
2012 2013 2014
% % %
14121.1 38.5 16410.7 42.3 15355.0 41.2
14714.5 40.0 14101.3 36.3 13481.6 36.1
5134.0 14.0 5261.3 13.5 5358.7 14.4
2372.4 6.5 2488.8 6.4 2494.8 6.7
360.8 1.0 570.6 1.5 615.4 1.6
36702.7 100.0 38832.6 100.0 37305.6 100.0
2002 2009
9 1 2015
164 2016-2020 CAGR 25% 2020
520
5 2014 2020
36.2%
0%
5%
10%
15%
20%
25%
30%
35%
40%
0
100
200
300
400
500
600
2014 2015 2016E 2017E 2018E 2019E 2020E
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6
002044 2015 3 25
A
72.22% 165
86
2.2
In Vitro
Diagnostics, IVD
80%
EvaluateMedTech IVD
6.1%
60%
IVD 360 2019 723CAGR 18.7%
15.6%
12.3%
8.3%
2.8% 1.2%
59.8%
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7 IVD 8 IVD
IVD
9 IVD
-
PCR
IVD POCT
ICU
A IVD IVD
25-30%
2.3
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10 2012-2020
Research & Markets
Research and Markets 2013
2012 244 2013 302 2020
490 2010-2020 CAGR 7% 2020 12% 58.8
90%
GPS 75%
MRI
80%
15%
5%
11 MRI
X X DRMRI
CTPET
80%
15%
5%
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12
CTMIMRDRPET-CT
DRMRI
DR
CTDRMRI
DR
DRMRICT
MRICTDR X
A 600055 DR MRI
DR MRI
2.4
2
13
Research & Markets
2014
2015
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2016 3
5
14
Research & Markets
2007 7.94 2013
45 CAGR 33.5% 2018 117 CAGR 21.1%
Markets&Markets 2012-2017 CAGR 20%-25%
15 2007-2018
BCC Research
A 002030300009
2015 11 DNA
DNA
2.5
Kalorama Information 2015 276
0
20
40
60
80
100
120
140
2007 2008 2009 2010 2011 2012 2013 2018E
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11% 2022 451 2013
2022 7.6% 5%
16
Kalorama Information
17 18
3
17
2.6
2009 386.61 2013 1574.81 CAGR 42%
CCAAGGRR 77..66%%
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50%
50%
19
A 000423000538
20
16%
10.90%
14.50%
11.10%
47.50%
0%
10%
20%
30%
40%
50%
0
100
200
300
400
500
600
2008 2009 2010 2011 2012 2013 2014 2015 2016E 2017E 2018E 2019E 2020E
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21
200 15
200 80 2010
3288 24.6%
338 9.1% 600
2012 90992
1.73% 8500 3750
7.31%
22
200-250 () 200 (RMB)
80() 15(RMB)
5/ 0.4/
82% 7.30%
Brocair Partners
2012
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23
200
400
180 5-10
24
1
400 2000 40% 5000
2
180 200 30% 30000
3
300-400
1000
2011 14 46
,,,
.
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LTC
25
4.1
4.1.1
2013 60 2.02
15% 2014 2030 2050 1/3
20152013
85%
2/3 (WHO 2014) 2035 40
26
,
:1-2
,
:1-2
,
1
0
10
20
30
40
50
60
70
80
90
1990 1995 2000 2005 2010
,
45%
,
23%
,
11%
, 2%
,
6%
,
5%
,
8%
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2009
27
[2009]6
[2012]57
[2015]38
( [2015]33
20152020 (
[2015]14
[2010]561
( [2015]70
201593
7 22
PCIC
28
WHO
PCIC
8 1
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5 2014
1.4 6100 3800 60%
25% 15% 3.5 40%17% 10%
5 CAGR 19%18%
14%
5 2020
8 30% 5
60% 70% OECD
60%10% 25% 42%
7% 15% 3.3 5600 1.2 5 CAGR 15%
-2% 20%
29
(2010-20142014-2020CAGR)
3-10 1
()
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30
(::)
5 3600 23%2014 1000
25% 3% 5 CAGR 17% 14%
5 60% 70%
15% 20% 3600
5 CAGR 23%
31
4.1.2
--
2014 () 1.25 23% 42.5
46% 50%
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32
--
() 20%
2014 () 500 90 2600
1-2
1000
5% 10-15%
33
--
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/
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34
4.2
4.2.1
2015 75 1600
5% 70%-80%10%-20%
10%
, 1600
10
10%-20% 500
35
Research & Markets
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70-80%
20% 10% 30% 15%
PCR 15% 10%
36
Research & Markets
Web
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20 60
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37
Research & Markets
70%
38
Research & Markets
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39
Research & Markets
4.2.2
8 12
7
40 2014
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1
X CTMRI
2
8 4
1 3 DR2 16 CT 64
CT 1 1.5T MRI1 3 2
1
2
3 RadNet
1
2
3
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:
6 300 20%
6 300 10% 20%
6 300 10%
6 300 10%
:
6 300 5%
6 300 5%
6 300 5%
2016
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