界面新闻记者 | 黄华

界面新闻编辑 | 谢欣

12yue21ri，wandongyiliaoxuanbuqimutouxiangmuyanqi——mrichanpin、ctchanpin、dsachanpin、drjidrfchanpinyanfahechanyehuaxiangmudeyujikeshiyongzhuangtairiqijiangyoujinniandixianghoutuiyan，qizhongmrichanpin、dsachanpinjiangyanqiliangnianzhi2026niandi，ctchanpin、drjidrfchanpinjiangyanqiyinianzhi2025niandi。

mri（cigongzhenchengxiangxitong）、ct（xshexianjisuanjiduancengsaomiaoxitong）、dsa（shuzijianyingxueguanzaoyingjiancha）、dr（toushisheying x shexianji）jidrf（yidongshidr）junshuyuyiliaoyingxiangshebei。

wandongyiliaotichu，qiyedeqianshumutouxiangmuyanqiyuanyinfenbiewei：xingyedahuanjingyingxiang、kehuduixinchanpintichulegenggaodelinchuangyingyongxuqiu、guoneiwaichangjiajunyouxinchanpintuichuposhiqiyediaozhengxinchanpinguihua、qiyezishenjinyibuqianghuaxiangmugegejiediandeyaoqiuhepingshen。

jiezhifagaoshi，wandongyiliaobao15.79yuan/gu，die2.89%，zongshizhiyue111yiyuan。

qianshumutouzijinlaiyuanyuwandongyiliaodangqiandekonggugudongmeidejituan。zai2022nianchu，wandongyiliaoxiangkonggugudongmeidejituanfachudingzeng，yi12.71yuan/gudefaxingjiagefaxingle1.62yigu，huodemuzi20.62yiyuan，mujijingewei20.46yiyuan。

meidejituanyu2021nianchengweiwandongyiliaodekonggugudong，hexiangjiantongqichengweiqiyeshikongren。qianshumutoushimeidejituanruzhuwandongyiliaohoudeshoucitouzi，yeshimeidejituanxiangyaohangshiyiliaobankuaibduanyewude“zhenjinbaoyin”。zaiyong7yiyuanbuchongliudongzijinzhizhong，qianshumuzideshengyujinejiangyongyuzhichiqiyekaifaxinchanpin。

yinci，duiyuwandongyiliaoeryan，zheibizonge20yiyuandetouziqishishiqiyeyewuzhuanxingdezhongyaoqidongzijin。erdangqianyixiliemutouxiangmudeyanqiyeyiweizhezheijiagongsidezhuanxingshengjizhilubingburutayuqibanshunli。

wandongyiliaoshiguoneizhiminglaopaiyiliaoqixiegongsi，yebeichengwei“dryige”。juwandongyiliaofuzongcaiwanghuanzaijieshou《nanfangdoushibao》2023nian5yuedecaifangfayan，zaiguoqu，wandongyiliaodeqiangshiyewubankuaishichuantongxguangji，guoneiyouyibanyishangdejicengyiliaojigoudouzhuangbeiguogaigongsidezheiyishebei。suihou，shouyiyuchuantongxguangjibeidrjiqudaideyingxiangshebeishengjichao，wandongyiliaojixuzaizheiyilingyubiaoxianqiangyan。zai2020nian，gaigongsidedrxiaoshouliangdadao1800tao。

buguo，suizheguoneidrshichangmairucunlianggengxinzhouqi、ctchanpinxuqiuzengzhangdexinjieduan，wandongyiliaoxianranyaokaifagengfuheshichangxuqiudeshebei。2023nian3yue，suizhe64paijiyishangdect（3000wanyixia）buzaishoupeizhizhengguanlizheiyizhengcechutai，guoneizhonggaoduanctshichangdezengzhangtaishibeijinyibukanhao。

danshi，wandongyiliaoguoqudectyewubutaichenggong。congyewushangkan，wandongyiliaodejinsinianzuixianzhudebianhuazaiyu，qiyekaishixiaoshoudrheheciyiwaideshebei，qiectxiaoshouliangzaixunmengzengzhang。zai2021nian，wandongyiliaodenianbaokaishipiluctdexiaoshouliang。2021nian-2023nian，wandongyiliaodectxiaoshouliangwei23tao、93tao、167tao。

raner，jinguanwandongyiliaodectxiaoshouliangzaizengzhang，dangaigongsidectchanpinwangwangshuyurumenjichanpin，chanpinduozaijicengyiyuanxiaoshou，danjiajiaodi。yincijinguanchanpinxiaoliangzaizengzhang，danduiqiyeyejidetizhenzuoyongbingbumingxian。juqiyenianbaopilu，wandongyiliao2021nianshixianxiaoshoude23taictchanpinwei16paishebei，2022nianzhulichanpinwei16pai、32paishebei。

2020nian-2023nian，wandongyiliaodeyingshouwei11.32yiyuan、11.56yiyuan、11.21yiyuan、12.37yiyuan；guimujinglirunwei2.21yiyuan、1.83yiyuan、1.75yiyuan、1.89yiyuan。congqianshushijianduandeyejibiaoxiankan，qiyedeyingshouzengzhanghuanman，yinglinenglihaiyouxiahuaqushi。

zai2023nian12yue，shirenwandongyiliaodongshi、zongcaixieyufengcizhi，yousongjinsongjieren。erzai“zongcaixiake”hou，jinnianqiansanjidu，wandongyiliaodeyingshouwei10.93yiyuan，tongbizengzhang18.07%，danguimujinglirunwei1.16yiyuan，tongbixiajiang3.7%。

congxingyejingzhengdejiaodukan，juzhongchengshukeshuju，2023nian，guoneictxiaoshouezhanyoulvqianwudepinpaiyiciweigeyiliao、lianyingyiliao、ximenziyiliao、feilipu、dongruanyiliao，zhanbifenbiewei26.92%、22.62%、20.08%、13.85%、8.98%，erwandongyiliaobingbuzaizheiyitiduinei，zheiyetixianlegaigongsihetongxingdechaju。

buguo，wandongyiliaoyeyizhuyidaolezishendewenti，zai2023niandunianbaozhong，qiyejiubiaoshi，gongsizhengzaijiadactchanpinyanfalidu、kaifagaopeizhichanpincanyushichangjingzheng；zhenduidipaictshichangjingzhengjiaju、zhongduanjiagebuduanjiangdidejumian，gongsiduiyishangshide16pai、32paictkuaisukaizhanjiangbengongzuo。dangqiandemutoudiaozhengyetixianlewandongyiliaozaiduichanpinbujufangmiandeshenshentaidu。

jiuzai2023nianmozhijinniannianchu，wandongyiliaoxianhouhuodeqiyeshouzhanghedierzhang64pai128cengctchanpinzhucezheng，shejidechanpinbaokuo：turbotom 5 s、 turbotom 5 s plus、turbotom 5、turbotom 5 plus。jinnian11yue，wandongyiliaodemri（i_space 3.0t plus、 i_space 3.0t pro）hectshebei（turbotom 5 pro）yehuopi。

另外，医疗设备行业的竞争也在持续加剧，这也增加了万东医疗的突围难度。例如，同样要延期的DSA领域，GE医疗、西门子医疗、东软医疗、唯迈医疗、联影医疗在2022年之后都有产品获批。