Recently, the 83rd China International Medical Equipment Fair (CMEF) with the theme of "Innovative Technology, Leading the Future Intelligently" opened at the National Exhibition and Convention Center (Shanghai). The exhibits covered tens of thousands of product technologies and services in the entire industry chain, including medical imaging, medical testing, in vitro diagnostics (IVD), and hospital construction. Among them, the appearance of domestic medical devices became the highlight of this fair.
In recent years, with the development of primary medical construction supported by national policies and promoted by hierarchical diagnosis and treatment, China's medical equipment industry has further expanded the medium and long-term development space. The industry generally believes that domestic enterprises are expected to accelerate the replacement of imported products by virtue of their advantages in product cost performance, marketing capabilities, and after-sales service.
Related companies in A-share market may benefit from this. DIRUI (300396) said in an interview with reporters at this fair that with the continuous development of technology, many of the company's domestic equipment has replaced imported equipment and sold overseas. At present, the company's products have been exported to 100 countries and regions. At this fair, the company brought its fully self-developed DIRUI intensive laboratory with all independent intellectual property rights and the newly marketed fully automated coagulation analysis line to showcase its cutting-edge technological achievements in the field of AI intelligence.
It was reported that DIRUI is a leading domestic R&D and manufacturer of medical testing equipment and supporting test strips, and reagents. It has been deeply involved in the IVD sub-industry for many years. The company’s products cover seven subdivisions: Biochemical analysis, urinalysis, blood cell analysis, chemiluminescence immunoassay, gynecological secretion analysis, coagulation analysis and integrated laboratory. The products cover about 80% of routine inspection items in hospitals, involving more than 50 models and hundreds of reagent products.
DIRUI's main instrument products, urine analysis line, biochemical immunoassay line, intensive integrated laboratory and other products, are in the forefront of the industry. Among them, the high-end urine analysis line is the company's core equipment in instrument promotion, and the potential replacement market capacity in the future is considerable. The biochemical and immunological integrated machine mainly focuses on the immunization market, and has been widely praised after being introduced into the market, bringing expectations for subsequent reagent sales.
The relevant person in charge of the company said that the fully automated coagulation analysis line of DIRUI exhibited this time represents the advanced level of the current coagulation analysis field, and it has advantages in the field of thrombosis and hemostasis diagnosis for safer, more reliable, comprehensive and efficient solutions.
Another exhibited product, DIRUI Intelligent Intensive Laboratory, is composed of LA-60 fully automated sample processing system and fully automated biochemical analysis, immune analysis, coagulation analysis, blood cell analysis, urine analysis, gynecological secretion analysis and other detection modules.
"The company has all the intelligent laboratory manufacturing technology with independent intellectual property rights. In the past, the overall solutions of such laboratories were monopolized by foreign companies. Benefiting from domestic replacement, the potential market size in this field in the next five years is huge.” The above-mentioned person in charge emphasized.
