貝康醫療(2170.HK):亮相國際生殖遺傳學會,高端市場戰略加速國際化
當全球生殖遺傳學領域的頂級學者齊聚國際生殖遺傳學會(ISRG)時,一場關於生命科技革命的深度對話正在展開。作為中國輔助生殖領域的標杆企業,貝康醫療攜全產業鏈解決方案亮相國際舞台,不僅展現了其從技術突破到商業落地的完整閉環,更揭示了輔助生殖產業正在經歷的範式轉變——從單一治療向全週期健康管理的跨越式升級。
雙旗艦構築技術壁壘,定義行業新標準
在輔助生殖的"芯片級"技術領域,貝康醫療展現出中國企業的創新韌性。
其中,胚胎植入前一體化檢測試劑盒(PGT-Plus試劑盒)是貝康醫療基於自主RET-Seq技術,通過特異性捕獲並分析覆蓋全基因組的SNP遺傳標記,一舉攻克傳統PGT難以檢測的三倍體、單倍體、ROH和CNV的親本來源難題等臨牀痛點,實現同時檢測PGT-A、PGT-M、PGT-SR臨牀項目。
圖表一:PGT-Plus試劑盒

圖片來源:公司官網,格隆彙整理
此外,Geri時差培養箱以全球濕式培養技術標杆地位(歐洲市佔率超70%)彰顯貝康醫療高端製造實力。該設備已通過NMPA、FDA、CE和TGA四重國際認證,並榮膺紅點設計獎等權威獎項,其技術先進性獲得全球最大輔助生殖集團IVI RMA認可,通過與AI胚胎評估技術的深度融合,持續引領智慧實驗室發展趨勢。
作為覆蓋全球600餘家生殖中心的主流方案,Geri培養箱以三大核心技術構建競爭壁壘:行業首創的微環境加濕系統實現滲透壓精準調控,使低質胚胎臨牀妊娠率提升12%;獨立艙室隔離架構將交叉污染風險降低85%,配合500萬像素級成像系統每5分鐘完成11焦平面全息掃描;內置的多模態AI分析引擎可同步解析胚胎形態學參數與代謝特徵,構建無干擾的"五星級"發育生態體系。目前,貝康醫療已實現該旗艦產品的全鏈條國產化,在保障國際品質標準的同時,顯著提升高端生殖設備的市場可及性。
圖表二:Geri已獲得國際頂尖生殖機構的認可和信賴

圖片來源:公司官網,格隆彙整理
高端戰略亮劍,國際化增長路徑清晰
此次ISRG大會上,貝康醫療推出重磅策略——全球首發Geri培養箱6個月免費試用計劃。此舉絕非簡單促銷,而是精準佈局中高端市場的戰略舉措:
一方面,以頂級設備為破局利器:通過Geri這款被譽為"實驗室皇冠"的旗艦產品,以高品質使用體驗強勢切入高端生殖中心核心場景,打破國際品牌長期壟斷格局。另一方面,以技術協同構建價值壁壘:結合PGT-Plus試劑盒的精準檢測優勢,形成"胚胎培養+遺傳診斷"的全流程解決方案閉環,塑造差異化高端品牌價值體系。
從財務維度審視,隨着貝康醫療高端產品線加速市場滲透,將有效優化營收結構,顯著提升高毛利產品收入佔比,驅動整體盈利能力實現跨越式提升。
整體來看,貝康醫療此次ISRG亮相,堪稱一場精心策劃的高端市場宣言。公司以胚胎培養與PGT檢測雙技術旗艦為戰略支點,以免費試用計劃為市場槓桿,正全力撬動全球生殖領域金字塔尖市場。當技術護城河與精準商業策略形成合力,其向高毛利業務結構與國際化收入轉型的進階路徑,已然清晰可辨。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.