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邁瑞醫療(300760.SZ):全球寵物醫療器械市場空間約70億美元
格隆匯 03-09 11:58

近日,中國醫療器械龍頭邁瑞醫療(300760.SZ)發佈了《投資者關係活動記錄表》。作為是中國最大、全球領先的醫療器械產品和解決方案供應商,邁瑞醫療擁有國內同行業中最全的產品線,其中生命信息與支持、體外診斷和醫學影像三大核心業務構成公司的基本面。

值得注意的是,除了傳統三大業務領域外,微創外科、動物醫療、AED、骨科等新興業務也正在成為助力邁瑞醫療長遠增長的重要力量。

以其中的動物醫療為例,伴隨着寵物需求不斷擴大,動物醫療正在處於高速發展期,藍海市場極具想象力。

根據《寵物醫療行業白皮書(2020)》數據顯示,截至去年我國家庭養寵犬貓總數已經超過1億隻。我國擁有寵物家庭比例為23%,遠低於英國45%,美國69%的行業水準。根據國金證券數據顯示,近年來我國寵物醫療支出持續高速增長,2017年至2019年複合增速達到23%,2019年我國寵物醫療支出達到405億元。

邁瑞醫療表示,公司高度看好動物醫療廣闊的市場空間和未來發展潛力,隨着人口老齡化和生育率下降,獨居人口快速增加,對寵物的擁有量和消費會加速增長。據公司統計,全球寵物醫療器械市場空間大概有70億美元,目前主要集中在歐美,但中國市場處在爆發階段,整體行業還處在一個高速發展的蓬勃階段。

據瞭解,邁瑞醫療在2020年專門成立了動物醫療子公司,這足以顯示了其對該業務的重視程度。由於產品技術的高度協同,使得公司在人用方面積累的多產品、多產線的研發優勢得以在動物醫療領域發揮地淋漓盡致,加快了動物領域新產品的推出速度。在新冠疫情持續影響下,動物醫療在2021年依舊取得了高速增長的成績,未來預計仍將維持高速增長。

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