从产业角度思考问题核心观点:1、关税政策影响:多数细分领域关税稳定在10%,IVD(体外诊断)领域受影响较小,企业可内部消化成本。2、关税应对策略:通过与政府沟通争取关税返还,降低实际成本;部分企业探索多元化供应链布局。3、出海区域市场特点:1)欧美:代理商集中度高(美国医联体、欧洲依赖TUV/SUD公告机构),高端影像设备价格约为当地80%,IVD产品(如化学发光)价格仅为国内1/3-1/4;2...
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