Produced by | Bullet Finance
Author | Chasing the light
Edit | lightning
American Editor | Qianqian
Audit | Ode
In the two sessions in 2024, new quality productivity has become one of the hot keywords. As a service provider of digital scenario solutions for life science and medical innovation, Haier Biotech has once again stood at the forefront of the times under the strategic guidance of a scientific and technological power and a healthy China.
Under the guidance of national policies and industrial development, Haier Biotech has chosen to keep pace with the times. Since the strategic transformation of the scenario ecosystem, we have adhered to the dual-engine drive of "endogenous + extensional", continued to build barriers to innovation, digital intelligence, and ecological synergy, continuously expanded the boundaries of the circle of competence, and operated steadily and resiliently.
At present, Haier Biotech has completed the accumulation of 0 to 1 and is entering a new stage of digital and intelligent ecological scenario application from 1 to N. At the 89th China International Medical Equipment Fair (CMEF) just held, the company brought a number of scenario solutions and hard-core products to the show, and continued to lead the digital intelligence track. Under the wave of the new era of quality productivity, the future of Haier Biotechnology is full of imagination.
1. The background color of innovation in growth
In recent years, the domestic and foreign economic environment has become increasingly complex, the global market is treacherous, geopolitical conflicts are continuous, and uncertainties are increasing day by day. Under the great changes unseen in a century, the development of new quality productive forces has become an important strategic orientation for participating in international competition in the future.
Scientific and technological innovation is the core variable of new quality productivity.
Among the strategic emerging industries, biomedicine is a typical innovation-driven track, and an important position for the development of new quality productivity, which is being deployed by countries around the world.
However, for an industry like biomedicine, which has a long production chain, high technical barriers, fast product iteration and fierce competition, scientific and technological innovation is easy to say, but how difficult it is to do. Enterprises need to continue to cultivate products, technologies and business models, and constantly evolve themselves in order to maintain competitiveness for a long time.
This is exactly what Haier Biotech has been doing for many years. As a science and technology enterprise, Haier Biotech is well aware that scientific and technological innovation is the first productive force for enterprises to move forward, and it is also the distinctive label of the company. From the continuous breakthrough of core technologies to the strategic transformation of digital and intelligent scene ecology, all of them reflect the inherent innovation-driven background of Haier Biotech.
In terms of technological innovation, Haier Biotech has continuously cultivated its "internal strength", formed six major technology platforms such as refrigeration, intelligence, precision manufacturing and materials, and independently developed a number of core technologies such as high-performance ultra-low temperature storage, high-precision identification, positioning and grabbing, precise program-controlled cooling of biological samples, and high-speed centrifugal separation of biological substances, realizing the rapid expansion of business from low temperature to biological culture, centrifugal preparation, laboratory consumables and other fields, and accelerating the pace of industrial upgrading and domestic substitution.
At the CMEF Medical Equipment Expo, Haier Biotech released the country's first precise management scheme for biological risk samples in the field of biological sample storage and the integrated distributed and expanded intelligent management scheme, both of which have the application of cutting-edge technologies in the industry.
Among them, the precise management solution of biological risk samples is the first in the industry to create a new mode of dual-wing joint control sample management, which allows users to quickly access, independently inventory and real-time monitoring of biological samples in an ultra-low temperature environment through the technology of RF positioning, RF stable reading, and sample density and accurate identification technology at -80°C.
On the basis of full-scene intelligence, unmanned, and informatization, the integrated distributed and expanded intelligent management solution realizes the upgrade from a fixed centralized biobank to a distributed flexible and expandable sample bank, and can be flexibly expanded according to changes in demand. It is equipped with an AI emergency safety guarantee system, which can realize self-sensing judgment, so that the sample is zero exposed in the unmanned state and ensure the safety of the sample.
Behind the leadership of technological innovation, Haier Biotech has built a moat for years of continuous and high-intensity R&D investment. In 2023, the company will invest 321 million yuan in R&D expenses, accounting for 14% of operating income, a new high since its listing, and it is also the confidence of Haier Biotech to continue to lead.
2. Expand the circle, evolve, iterate
In the modern market economy, any industry has obvious cyclicality, which is a problem that all enterprises must face, and in order to continue to grow, it is not only necessary to cultivate in a certain field for a long time, but also to continuously expand the boundaries of capabilities and enrich the growth momentum.
The reason why Haier Biotech can continue to grow steadily is not only its solid technical research and development strength, but also the self-innovation and evolution of the ecosystem.
In recent years, Haier Biotech has adhered to the digital intelligence strategy and has completed the transformation from a cryogenic equipment supplier to a life science digital scenario solution provider. Through the use of emerging technologies such as the Internet of Things, automation, and artificial intelligence, we have created an integrated solution for software, hardware and services, and the application field has also expanded from cryogenic to life science and medical innovation.
This turnaround is of great significance to Haier Biotech and is a subversion of the past business model. When its peers were still rolling up hardware, Haier Biotech had gotten rid of the "shackles" of traditional equipment suppliers and jumped out of traditional business logic to seek increments in a higher dimension. It has also played a leading role in industrial transformation and upgrading and the development of new quality productivity.
Specifically, after Haier Biotech pioneered the smart blood and smart vaccine solutions, it has also extended to innovative scenarios such as smart laboratories, digital hospitals, and smart public health, showing a multi-point flowering situation.
Taking smart laboratories as an example, as an important component in the field of life sciences, the intelligence of mainland laboratories is still in the early stage, according to Sullivan's research, the penetration rate is still less than 20%, and the gap with foreign countries is still large. Haier Biotech focuses on multiple scenarios such as microbiology laboratories, cell culture laboratories, and animal laboratories, and continues to promote the automation, intelligence, Internet of Things, and sharing upgrades of laboratory management.
At this CMEF, Haier Biotech also released a number of smart application scenarios.
With the support of 3D-AI visual recognition self-learning, multi-manipulator bionic control and high-speed motion control, the information barriers between different departments, equipment, and personnel have been broken through, and the digital and intelligent closed-loop management of the whole process of drug "storage, transfer, distribution and distribution" has been realized. At present, the program has been applied in more than 300 hospitals in China.
At present, Haier Biotech's strategic upgrading and expansion of the circle of competence have achieved remarkable results. According to the financial report, in 2023, Haier Bio's new non-storage industry will increase by more than 30% year-on-year, and its contribution to performance will also reach 38%, forming a new growth curve. The company's user base is also expanding, and the number of new users in domestic users will account for more than 30% in 2023.
It is also important to note that due to the strong stickiness of end customers such as medical and health systems and scientific research institutions, it is easier to build brand trust than other industries.
In 2023, the number of users using multiple business lines in the domestic market will increase by more than 40%, and the value of a single user will be further amplified.
3. The energy of the new potential has changed to a qualitative change
In terms of future growth, Haier Biotech also provides a huge imagination space for the integration of the ecological chain and the strategic layout of globalization.
From the perspective of industrial layout, Haier Biotech pays attention to the creation of "endogenous + epitaxy" dual growth engines, and the extension is mainly based on mergers and acquisitions, unlike the diversified mergers and acquisitions of other enterprises, Haier Biotech attaches more importance to post-investment integration based on its own ecology, and integrates the target through the "concentric circle" system to achieve business synergy and complementarity, and better empower the development of the target.
In recent years, Haier Biotech has successively acquired Haier Biomedical Technology (Chengdu), Haier Blood Technology, Jin Weixin, Kangsheng Biotech, Haier Biomedical Technology (Suzhou), etc. Among them, Haier Biomedical Technology (Chengdu) is the company's earliest merger and acquisition target, and has been fully integrated into the company's market, R&D, quality and after-sales system, with a compound annual growth rate of 30% since joining.
While deeply cultivating the domestic market, the overseas market has also become a new growth pole for Haier Biotech. Haier Biotech has long been keenly aware of the gap between the domestic industry and overseas in terms of technology and talents, and only by participating in the baptism of global market competition can it enhance its competitiveness and truly open the international market.
Overseas, Haier Biotech has established a localization strategy of "team + marketing + manufacturing + warehousing + after-sales", formed a user experience training center system centered on Nigeria, the United Kingdom and other places, and a warehousing and logistics center system in the Netherlands and the United States, and replicated the British localization model to the world, and gradually built a direct-to-user market system.
At present, the company's overseas market has covered more than 150 countries and regions and more than 800 distributors, and has maintained cooperation with more than 60 international organizations. The products in overseas markets are also becoming more and more abundant, and in 2023, a total of more than 400 models have obtained overseas certification.
It is precisely because of Haier Biotech's forward-looking layout in the globalization strategy that its overseas expansion has achieved remarkable results. Overseas revenue increased from 230 million yuan in 2019 to 783 million yuan in 2023, an increase of 2.4 times in four years.
It can be said that Haier Biotech actively embraces globalization, and in the long run, the strategic synergy of globalization has unlimited potential, and there is no ceiling in sight. While the advantages of technology and R&D are fed back to the domestic market, they have enhanced the company's voice in the industrial chain.
In the era of global scientific and technological change, "there is no successful enterprise, only the enterprise of the times", and the only constant is the change itself. From a longer-term perspective, only by forming a new quality productivity with international competitiveness and occupying the upper reaches of the industrial chain pyramid can we better resist uncertainty and continue to maintain the industry's leading position.
And Haier Biotech is working in this direction.