1、18.528.30306090IVD心脏病学影像诊断骨科眼科普通&整形外科内镜药物输送齿科糖尿病护理创面处理医疗健康IT神经病学肾脏病学耳鼻喉2017全球销售额2024E全球销售额1肺癌,78.7胃癌,40.3结直肠癌,38.8肝癌,37食管癌,24.6乳腺癌,30.4脑癌,10.6子宫颈癌,11.1甲状腺癌,20.1胰腺癌,9.553.072.395.8108.5115.1128.612.117.224.029.031.435.6050100150200201320172018201420152016胆石病和胆囊炎胰腺炎261.5%63.5%81.3%83.4%72.6%58.6%75.6%
2、40.4%44.3%40.0%67.5%7.9%16.7%10.9%0%20%40%22.7%60%80%100%胃癌大肠癌食管癌整体I期II期III期IV期340%10%15%20%25%0245%681012142013 2014 2015 2016 2017胃癌2013 2014 2015 2016 2017食道癌2013 2014 2015 2016 2017结直肠癌高危人数（万人，左轴）筛查率（右轴）11.10%11.07%10.34%12.53%12.95%11.98%13.14%11.39%17.10%14.38%15.04%15.25%13.43%13.40%15.91%0%5
3、%10%15%20%早期消化道癌症检出率早期食管癌检出率早期胃癌检出率早期结直肠癌检出率结直肠腺瘤检出率2015 2016 20175三甲,1107,18%三乙,144,2%二甲,2796,46%二乙,867,14%一级,704,12%未定级,243,4%基层医疗机构,267,4%三 甲 三 乙 二 甲二乙 一级 未定级 基层医疗机构366370477%56%12%3%2430%30%60%90%0200040006000800010000一级未定级1251三级二级开展内镜诊疗医院数量未开展医院数量渗透率%6050001000015000200002015 2016 2017 2018 201
4、9 2020E 2021E 2022E 2023E 2024E三级医院二级医院一级医院未定级医院基层医疗机构20%19%19%19%19%18%17%17%16%15%52%51%50%49%49%47%46%44%43%42%14%14%15%15%15%15%15%16%17%18%4%4%4%4%4%4%4%4%4%4%10%11%12%13%14%16%18%19%20%21%0%20%40%60%80%100%20182019 2020E 2021E 2022E 2023E 2024E2015 2016三级医院2017二级医院一级医院未定级医院基层医疗机构5.86.98.310.01
5、1.913.215.718.622.126.001020302015 20162017 20182019 2020E 2021E 2022E 2023E 2024E22351797166473237252148202016021316535 488 436181 92 85 78 75 70 35 155美国2009德国2006中国2012西班牙2007美国2009澳大利亚2005爱尔兰2008德国2006加拿大Manitoba2003西班牙2007英国2006中国2012奥地利2006加拿大Manitoba2001挪威2008英国2004美国2009瑞典2008西班牙2007中国2012中国
6、2006767.9%6.4%1.0%0.2%0.6%0.1%诊断性肠镜内镜下切除术 ERCP诊断性胃镜EUS小肠胶囊内镜 小肠镜02000600023.9%4000800010000总计ERCPEUS诊断性胃镜 诊断性肠镜 内镜下切除术2012 2015 2016 201735914065462152776052 5732 613066157915720302000400060008000100002015 2016 2017 2018 2019 2020E 2021E 2022E 2023E 2024E1.82.02.32.63.02.93.13.33.64.02.22.42.83.23.6
7、3.43.74.04.34.7024681020152016201720182019 2020E 2021E 2022E 2023E 2024E活检钳 细胞刷84.套取病灶套取病灶 圈套器1.环周标记环周标记 电刀、染色剂2.粘膜下注射粘膜下注射 电刀或注射器5.病变切除病变切除 止血夹或电凝钳3.圈取病灶圈取病灶 圈套器或透明帽5.切除的切除的病灶从患者病灶从患者 口中取口中取出，判断是否出，判断是否 有转移有转移可能可能1.在病灶在病灶周围标出切除范围周围标出切除范围 2.粘膜下粘膜下注射注射 电刀、染色剂电刀或注射器3.用内镜用内镜手术刀割出切线手术刀割出切线 电刀6.进行止进行止血处理
8、血处理 止血夹或电凝钳4.剥离病灶剥离病灶电刀9383443515601704681775887102411892124293440394552617205001000150020152016201720182019 2020E 2021E 2022E 2023E 2024E息肉切除术/EMRESD2.42.83.33.84.54.34.95.66.57.62.32.73.13.64.24.14.65.36.17.15.96.98.09.411.010.612.113.916.018.62.12.42.93.44.03.94.55.26.17.201020304050201520162019
9、2020E 2021E 2022E 2023E 2024E2017 2018注射针圈套器软组织夹高频电刀1.乳头括约肌切开2.乳头括约肌扩张3.胆管取石4.鼻胆管引流术5.胆管内引流术6.金属胆道支架引流25.427.930.834.137.835.943.051.561.874.20501002015 2016 20172018 2019 2020E 2021E 2022E 2023E 2024E7.68.49.210.211.310.812.915.518.522.30102030201520162017 2018 2019 2020E 2021E 2022E 2023E 2024E1034.541.950.961.975.375.495.7119.7148.7183.90501001502002015 2016 201720182019 2020E 2021E 2022E 2023E 2024E0.30.30.40.50.60.60.70.91.11.40.00.51.01.52.02015 2016 2017 2018 2019 2020E 2021E 2022E 2023E 2024E1112131415
