2025年,全球器械行业转入存量竞争时代,外资械企正上演一场规模空前的“大换仓”,分拆,成为顶流。回望过往,并购曾是全球TOP10械企的核心逻辑,而2025年,这一格局被彻底打破,10家头部企业中有7家密集启动分拆计划,创下历史之最。从拆分的逻辑来看,这一趋势呈现出差异化特征:骨科赛道,史赛克、捷迈邦美都锚定在脊柱业务,强生、爱诺生医疗在传统骨科优势消散下,选择打破旧的结构。IVD领域,BD、...
Source Link2025年,全球器械行业转入存量竞争时代,外资械企正上演一场规模空前的“大换仓”,分拆,成为顶流。回望过往,并购曾是全球TOP10械企的核心逻辑,而2025年,这一格局被彻底打破,10家头部企业中有7家密集启动分拆计划,创下历史之最。从拆分的逻辑来看,这一趋势呈现出差异化特征:骨科赛道,史赛克、捷迈邦美都锚定在脊柱业务,强生、爱诺生医疗在传统骨科优势消散下,选择打破旧的结构。IVD领域,BD、...
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