Source: Photo.com
On December 28, according to the Daily Economic News, the bidding results of the fourth batch of high-value consumables were announced. In this centralized procurement, Alcon reduced the price of trifocal intraocular lenses from 23,000 yuan to 8,996 yuan, the price was "cut in half", a decrease of 61%, and 40% cheaper than one of its main competitors, Zeiss.
In addition, Alcon has reduced the price of bifocal intraocular lenses to less than 1,800 yuan, which is about 1,000 yuan lower than the price of domestic Aibonod!
"We don't want high margins, we just want to make our products available to as many patients as possible. Yang Bin, national sales director of Alcon, said that through this centralized procurement, Alcon hopes to change its role as a catch-up player in the Chinese market and occupy a leading position in the field of functional crystals.
Trifocal intraocular lenses can solve cataract, presbyopia, myopia, astigmatism and other problems at one time, and are the crown jewel of the global intraocular lens industry.
The move came as a surprise to all. Industry insiders said that according to the results of this centralized procurement bid, domestic high-end intraocular lenses may be Alcon's world in the future.
Intraocular lenses are the largest in the market
Ophthalmic medical consumables mainly include intraocular lenses, vision correction lenses and other medical consumables, which can be applied to different scenarios. As a representative of surgical implants, intraocular lenses are artificial substitutes for the lens of the human eye that is removed during cataract surgery. Vision correction lenses include refractive error correction lenses and artificial iris.
Intraocular lenses can improve visual acuity, maintain the normal structure of the eye, and maintain the normal refraction of the eye, and are currently mainly used in eye surgeries such as myopia, cataract and presbyopia. In 2021, the scale of Chinese artificial lens market reached 4.6 billion yuan, accounting for 61% of the market size of ophthalmic medical consumables, making it the largest market segment of ophthalmic medical consumables in mainland China.
The prevalence of myopia surgery is increasing, and the market size of consumables is expanding
With the increase in the prevalence of eye diseases and people's income in mainland China, more and more people choose to take surgery or vision correction to improve eye problems, the scale of China's ophthalmic medical market will expand, and the demand for ophthalmic medical consumables in China will also grow, and the growth rate will remain at about 17% in the next five years, and by 2027, the market size of China's ophthalmic medical consumables will exceed 19 billion yuan.
According to the data of the National Health Commission, cataract is still the first major blind disease in mainland China, and the incidence of cataract in people over 60 years old in China will be as high as 80% in 2022, and surgical implantation of intraocular lens is currently the only effective treatment.
Industry insiders said that the overall localization rate of high ophthalmology consumption is still not high, but it is expected to achieve domestic substitution under the rigid demand of the consumer market and the continuous breakthrough of domestic high-end technology. At present, cost control, the whole industry chain distribution and rich pipelines (medium, low and high) are still the key to competition.
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