Hemodialysis is an in vitro blood purification technology, which is one of the treatment methods of end-stage renal disease. By draining the blood in the body to the outside of the body and passing through the extracorporeal circulation device with a dialyzer, it allows the blood and dialysate to exchange substances through the dialysate membrane, so that the excessive water and metabolites in the body enter the dialysate and are cleared, and the bases and calcium in the dialysate enter the blood, so as to achieve the purpose of maintaining the water, electrolyte and acid-base balance of the body.
In recent years, the number of hemodialysis patients in China has increased year by year, and the huge demand space has prompted the rapid development of China’s hemodialysis market. At the same time, with the support of policies and the progress of technology, the penetration rate of domestic hemodialysis devices will continue to increase, and the application of home hemodialysis is expected to be realized.
The localization rate of high-end products needs to be improved
There are many types of hemodialysis instruments and consumables, mainly including dialysis machines, dialyzers, dialysis pipelines and dialysis powder (liquid). Among them, the dialysis machine is equivalent to the host of the whole dialysis equipment, mainly including dialysis fluid supply system, blood circulation control system and ultrafiltration system to control dehydration. The dialyzer mainly uses the principle of semi permeable membrane to exchange substances between the patient’s blood and dialysate through the filtration of dialysis membrane. It can be said that dialysis membrane is the most important part of dialyzer, which affects the overall effect of hemodialysis. Dialysis pipeline, also known as extracorporeal circulation blood circuit, is an instrument used as a blood channel in the process of blood purification. Hemodialysis powder (liquid) is also an important part of the hemodialysis treatment process. Its technical content is relatively low, and the transportation cost of dialysis liquid is high. Dialysis powder is more convenient for transportation and storage, and can better match the centralized liquid supply system of medical institutions.
It should be noted that dialysis machines and dialyzers are high-end products in the hemodialysis industry chain, with high technical barriers. At present, they mainly rely on imports.
Strong demand drives the market scale to jump sharply
In recent years, the number of hemodialysis patients in China has increased rapidly. Data from the national blood purification case information registration system (cnrds) shows that the number of hemodialysis patients in China has increased from 234600 in 2011 to 692700 in 2020, with a compound annual growth rate of more than 10%.
It is noteworthy that the surge in the number of hemodialysis patients has driven the rapid development of China’s hemodialysis industry. Zhongcheng digital Department collected 4270 bid winning data of hemodialysis equipment from 2019 to 2021, involving 60 brands, with a total purchase amount of 7.85 billion yuan. The data also shows that the bid winning market scale of hemodialysis equipment in China has increased from 1.159 billion yuan in 2019 to 3.697 billion yuan in 2021, and the industrial scale has jumped as a whole
Judging from the bid winning situation of various brands of hemodialysis equipment in 2021, the sum of the market shares of the top ten products with the bid winning amount accounted for 32.33%. Among them, the total bid winning amount of 710300t hemodialysis equipment under Braun was 260million yuan, ranking first, accounting for 11.52% of the market share, and the number of bid winning was 193. The 4008s ver sion V10 product of Fresenius followed closely, accounting for 9.33% of the market share. The bid winning amount was 201 million yuan, and the number of bid winning was 903. The third largest market share is the dbb-27c model product of Weigao, with a bid winning amount of 62 million yuan and a bid winning number of 414 pieces.
Localization and portability trends appear
Driven by policy, demand and technology, China’s hemodialysis market presents the following two major development trends.
First, domestic substitution of core equipment will accelerate.
For a long time, the technical level and product performance of Chinese hemodialysis equipment manufacturers have a large gap with foreign brands, especially in the field of dialysis machines and dialyzers, most of the market share is occupied by foreign brands.
In recent years, with the implementation of medical device localization and import substitution policies, some domestic hemodialysis equipment enterprises have achieved innovative development in production technology, business model and other aspects, and the market penetration of domestic hemodialysis equipment is gradually increasing. Domestic leading brands in this field mainly include Weigao, Shanwaishan, baolaite, etc. At present, many enterprises are accelerating the extension of hemodialysis product lines, which will help promote synergy, improve channel efficiency, increase the convenience of downstream customers’ one-stop procurement, and enhance the stickiness of end customers.
Second, family hemodialysis has become a new treatment.
At present, hemodialysis services in China are mainly provided by public hospitals, private hemodialysis centers and other medical institutions. Cnrds data show that the number of hemodialysis centers in China has increased from 3511 in 2011 to 6362 in 2019. According to the prospectus data of Shanwaishan, based on the estimation that each hemodialysis center is equipped with 20 dialysis machines, China needs 30000 hemodialysis centers to meet the current needs of patients, and the gap in the number of hemodialysis equipment is still large.
Compared with hemodialysis in medical institutions, hemodialysis at home has the advantages of flexible time, more frequency, and can reduce cross infection, which helps to better improve the health status of patients, improve their quality of life and rehabilitation opportunities.
However, due to the complexity of the hemodialysis process and the many differences between the family environment and the clinical environment, the use of household hemodialysis equipment is still in the clinical trial stage. There is no domestic portable hemodialysis equipment product on the market, and it will take time to realize the wide application of household hemodialysis.
Post time: Aug-05-2022