进博观察｜首发首展扎堆！西门子医疗、GE医疗、美敦力同台竞技，全球医疗器械巨头加码中国市场

时代财经11-07 21:13

第九届进博会，“最卷展区”医疗器械及医药保健展区再度火爆。12家世界500强制药企业到场，全球排名前20的药企来了16家，全球前三大医学影像企业和前三大放疗设备企业悉数参展，展台面积亦创下历届之最。　　西门子医疗、GE医疗、美敦力、复星医药等医疗器械巨头展台人头攒动，“全球首发”“中国首展”“中国首发”的标识被挂在最显眼的位置。在本届进博会现场，这些医疗器械企业还同步披露了在华管线、研发与投资的...

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Siemens Healthcare, GE Healthcare, and Medtronic are competing on the same stage, with global medical device giants increasing their investment in the Chinese market.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600196":1.88,"MDT":1.86,"02196":1.88},"content_text":"第九届进博会，“最卷展区”医疗器械及医药保健展区再度火爆。12家世界500强制药企业到场，全球排名前20的药企来了16家，全球前三大医学影像企业和前三大放疗设备企业悉数参展，展台面积亦创下历届之最。　　西门子医疗、GE医疗、美敦力、复星医药等医疗器械巨头展台人头攒动，“全球首发”“中国首展”“中国首发”的标识被挂在最显眼的位置。在本届进博会现场，这些医疗器械企业还同步披露了在华管线、研发与投资的最新进展。　　时代财经在这届进博会上发现，跨国药械巨头们看待中国市场的方式已然改变。过去，跨国药械企业将全球研发的成品，售往中国市场；如今，越来越多的首发产品，需求取自中国临床，定义与设计有中国团队参与，甚至由本土企业主导研发。中国市场已不再只是跨国药械企业单纯销售产品的地方，更是创新策源地，需求最密集、场景最复杂的地方，也是迭代最快的地方。　　强生医疗科技中国区总裁周敏涛表示，“进博会的价值不只是让创新被看见，更在于让前沿成果与真实需求相遇。”　　作为九届进博会的“全勤生”，GE医疗见证了中国市场的强劲韧性，也真切感受到中国正在加速成为全球创新的重要策源地。GE医疗全球执行副总裁、大中华区总裁兼首席执行官宋为群表示，进博会不仅是全球高精尖创新成果集中展示的窗口，更是加速创新落地、深化合作、链接中国与全球的重要平台。\"　　首发、首秀扎堆　　对跨国医疗器械企业来说，进博会是新技术、新产品“秀肌肉”的绝佳舞台。　　西门子医疗在本届进博会上带来多款重磅首发首展。Halcyon Evolve智能环形个体化放疗平台迎来全球首发，首次搭载SHARP技术组合，射线精细适形能力提升5倍，计划速度提升50%以上，质控时间缩短一半。同台的ARTIS genio floor原生AI能谱血管造影系统是亚洲首发首展，将原生AI技术贯穿DSA成像链路各关键环节，为心脑血管及肿瘤等复杂疾病微创治疗提供更智能的低剂量成像支持。　　GE医疗拿出了40余款创新技术及解决方案，其中21款为首展新品。其中，深硅光子计数CT Photonova Spectra迎来全球首秀，以硅半导体作为探测器材质，靠“立刃”设计与8能量仓架构，一次扫描同时获得超高清成像与能谱成像重建。　　复星医药展台上，直观复星的最新一代胸腹腔内窥镜手术控制系统“达芬奇5”完成中国首展首秀，在超过150项设计创新里，最直观的变化是器械尖端的传感器让医生能“感觉”到缝线张力。今年2月，该款产品已进入国家药监局创新医疗器械特别审查程序。　　时代财经发现，过去是全球医疗器械巨头把全球产品带到中国，如今越来越多的首发产品的研发乃至制造环节本身就发生在中国，这与本土化人才团队建设、中国本土企业发展壮大关系密切。　　美敦力全球首展的康辉骨科手术导航定位系统由中国团队自主研发，融合术中影像、机器人辅助与AR导航。　　2025年9月，JNJ\" target=\"_blank\" web=\"1\">强生与手术机器人创新公司瑞龙外科达成战略合作，共同推进腔镜手术机器人在中国的商业化进程，并在第八届进博会上带来了海山一手术机器人。今年进博会，强生展台上，双方合作的海山二分体式腔镜手术机器人系统首次公开展示。这台系统不仅允许医生坐在控制台前完成手术，还支持远程操作、多席联动和按需拓展。　　波士顿科学全球首次亮相的Axis C-Sheath电极导线导引鞘组，同样由波士顿科学与环心医疗科技（苏州）有限公司围绕中国需求共同设计，环心医疗主营介入治疗的一站式方案。　　“筹码”押在中国　　展台之上比新品，展台之下比的是产线、研发和资本。　　巨头扎堆加注的背后，是中国市场足够大，也足够“挤”。据中国医学装备协会统计，2025年我国医学装备行业市场规模达1.44万亿元，同比增长7%左右，稳居全球第二大单体市场。　　与此同时，医疗器械行业的竞争逐渐白热化。据MedRobot对公立医院公开中标数据的统计显示，2026年上半年腔镜手术机器人中标27台，国产品牌拿下17台、占比63%，首次反超进口品牌，而上年同期这一比例仅38%。　　在这种情况下，跨国医疗器械巨头纷纷与中国本土企业开展合作，将研发、生产重心向中国市场倾斜，中国正从“销售目的地”，变成研发与制造链条上的重要一站。　　西门子医疗大中华区总裁全球领导委员会成员王皓表示，“西门子医疗扎根中国发展，并不断推进‘源自中国，服务全球’的创新，携手中国医疗机构开展创新合作，深度融入中国创新生态。”　　2025年年初，总投资超10亿元的西门子医疗深圳高端医疗设备研发制造基地开工，预计2027年底投产。2026年7月，西门子无锡研发制造基地二期奠基，投资超1亿元，主攻高端CT用X射线球管及高压发生器、高端血管造影系统用X射线球管及高压发生器的研发与生产。　　此外，GE医疗今年4月在北京启动首条智能化的CT探测器“黑灯”示范产线。美敦力中国研发中心累计研发出近80款产品，近70款上市，超过40款远销海外；本土化生产的一次性电动吻合器“创世”，已销往法国、奥地利、西班牙。　　资本端的动作更直接。美敦力宣布正在筹备中国三期基金，作为美敦力唯一在全球范围内设立的专门区域性投资基金，以及本土战略布局中的重要一环，美敦力中国基金已持续支持本土初创企业发展十余年。一期基金已投资10家中国本土企业，涵盖手术机器人、神经调控和耳鼻喉等领域。二期自2023年启动，聚焦心血管、神经科学、肿瘤以及AI与机器人。今年，美敦力还特设合作创新展区，请来康诺思腾、心寰科技、帕母医疗、罗森博特四家本土伙伴同台。　　美敦力大中华区总裁顾宇韶将这条路径概括为：从全球创新的“引入者”，到“落地者”，再到本土创新生态的“共建者”。　　首发清单总会被下一届刷新。真正留在中国的，是产线、研发中心和已经签下的合作——跨国药械巨头来这里，不再只是为了把产品卖进来。（文章来源：时代财经）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.53.0","shortVersion":"4.53.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2681412817","isCrawlerRequest":true}