How good is the topic of domestic substitution, the Chinese market this year is a cold year in the field of biomedicine, if you have to summarize the industry, the biggest feeling for industry practitioners is "cold", if a word can be summarized is the word "cold" is the most appropriate. Why are there many reasons for cold: 1Capacity process after the epidemic carnival 2The country's economy is not good 3The technology is still a little worse.
This article analyzes the causes of "coldness" from a relatively objective point of view:
Two days ago, I saw an article, and there was a sentence that was particularly impressive: "Look at the promotional video of domestic biological enterprises, I feel that foreign biological brands are eating the leftovers of domestic enterprises", and then go to the market client to see that it is the Chinese brand that "wails all over the field".
Why is this happening?
Let's take a look at what domestic companies are doing, starting with the consumables industry, in the field of biological consumables, in major biological laboratories, enterprises and other application ends, domestic consumables should be a class of products with the highest market share compared to other series of products. Then why do you still say that domestic companies can't do it?
Let's move on. The entire bioconsumables market is divided into several tiers according to the level of product quality:
a.Imported high-end consumables, cell culture consumables are represented by Corning and NUNC, pipetting consumables tips and centrifuge tubes are represented by Epend, and eight-even tubes are represented by AXYGEN, Bole, etc. Basically, it has earned more than 80% of the industry's profits.
b.Domestic high-end consumables, the earliest Neos, Jinyuan, Jiete, WSP, etc., the later Biofount is our company, and then Saipu and so on. Let's take a look at what these companies are doing: Neos is the earliest domestic company to make cell culture consumables, and the brand influence and product line of cell culture consumables are the strongest, and the quality control is also good. Jinyuan is mainly based on pipette tips, and is the earliest enterprise to make automatic tips in China, but the current product advantages have been basically equaled during the epidemic. WSP was the first to make centrifuge tubes and general-purpose tips, but it basically lost its advantages, how to develop after the epidemic?BioTouton was founded in 17 and has been number one in the field of pipetting consumables during the pandemic. At present, it is mainly based on:Microfluidic chipswithCell counting consumablesIt is the main product direction. In the middle of 23 years, it broke through the product monopoly of "experimental parafilm" in the United States. Saipu has taken advantage of the epidemic to expand the scale, and has made a bunch of suction tips, centrifuge tubes, and culture plates, as if there are still no core advantage products. When it comes to consumables, it is inseparable from the domestic consumables wholesaler "Lanjieke", which has the best marketing and channels, and then distributes it at a low price. This is the mainstream domestic high-end consumables.
Most of the domestic biological and IVD consumables companies have not yet run out of the shadow of Corning, and they are fighting to the death under the Corning series of products. The quality is so-so, and it may be faster for companies to directly reduce prices.
Let's talk about it: in the field of microfluidic control manufacturing, there are many companies that claim to be able to do it, but how many really have core technologies?We have been involved in microfluidic control manufacturing technology for several years, from high-precision molds (with an accuracy of less than 1um to solve the problem of mold bevels) to molding, bonding and packaging, and a large amount of R&D investment and technical cold benches.
Some time ago, I heard that several companies, "core microfluidic control manufacturing technology", we came, bought equipment from other industries, dismantled the nameplate, and changed the manufacturer. It is known as: independent research and development, go to financing, and ask if the turnover is actually pitiful.
Speaking of experimental consumables: Jiangsu Haimen, which can't be bypassed, the picture below is relatively good, and the other environments are made up by their own brains, and it is not good to put them up. Of course, the biggest advantage is that it is cheap, cheap, and cheap. The Chinese have basically achieved the ultimate in low prices, and if they are cheaper, it is estimated that they will see if India will work.
Domestic enterprises have been innovating for 30 years, but they can't create a culture medium.
Everyone encourages biotechnology services.