Against the backdrop of the rapidly changing global trade situation, the trade friction between China and the United States has once again escalated, and the field of in vitro diagnostics (IVD) has become a new focus of the game. With the increase of US tariffs, both imported and domestically produced IVD companies have been pushed to the forefront: foreign companies need to urgently adjust their global supply chain layout, while domestic companies have ushered in a golden window period of domestic substitution. This war without gunpowder not only tests the strategic wisdom of enterprises, but also reshapes the competitive landscape of the global IVD industry.

Short term shocks: price fluctuations, supply anxiety, and technical bottlenecks

The direct consequence of tariff increases is a rise in costs. According to industry predictions, the prices of IVD equipment and some reagents produced in the United States may rise by 20% -40%. Distributors are facing short-term profit compression, but end users have not yet felt a significant impact. However, price fluctuations are only superficial, and the deeper challenge lies in the stability of the supply chain. Domestic users are increasingly concerned about the "out of stock risk" and political sensitivity of American made equipment, and some hospitals and testing institutions have begun to evaluate domestic alternative solutions.

The battle for technical positions is equally intense. High end equipment such as mass spectrometers and PCR automation systems still heavily rely on imports, but the fields of biochemistry and immunoassay reagents have basically achieved domestic substitution. However, if molecular reagent raw materials rely on imports, companies will face short-term cost pressures and may even be put in a passive position due to supply chain disruptions. The combination of technological dependence and supply chain risks highlights the urgency of domestic substitution.

Enterprise Response: Foreign Enterprises' Share Protection ', Domestic Enterprises' Opportunity Seizing'

Faced with the impact of tariffs, foreign and domestic enterprises have adopted completely different response strategies. Foreign enterprises focus on "maintaining market share" and alleviate pressure through a three-step strategy: firstly, emergency stockpiling to buffer the 3-6 month supply gap; The second is the transfer of the supply chain, shifting production to other bases; The third is cost digestion, which involves optimizing processes and compressing profits to share tariff costs. However, the price pressure in the centralized procurement reagent market has further compressed the profit margins of foreign enterprises.

In contrast, domestic enterprises use "seizing opportunities" as the keyword and quickly launch three major measures: firstly, locking in competitors, sorting out customers and channels of American made equipment, and formulating targeted strategies; Secondly, we will launch a replacement plan to quickly develop alternative products and ensure the security of our customers' supply chains; The third is lightning fast communication, completing risk communication between dealers and customers within 1-2 months to seize market opportunities.

Long term competition: technological barriers and underlying innovation

The tariff war is just the prelude, the real winner lies in the breakthrough of technological barriers and the layout of underlying innovation. If foreign companies want to break through, they need to accelerate localization research and development, launch "customized" products in China, or open up the market through mergers and acquisitions; The winning point for domestic enterprises lies in breaking through the bottleneck of raw materials and laying out cutting-edge technologies such as high-speed sequencing and microfluidic chips.

Joining Hands for Win win: Using "Chinese Chips" to Support Global Competitiveness

Under the tariff war, competition in the IVD industry has escalated from a price war to a technology war and supply chain war. Desheng New Materials is willing to work together with industry partners, with independent innovation as the core and raw material localization as the breakthrough point, to jointly enhance the competitiveness of domestic IVD. In the future, with breakthroughs in underlying technologies and improvements in supply chains, domestic IVD companies will occupy a more important position in the market. This tariff war is both a challenge and an opportunity. Whoever can win in this game of technology and supply chain will win the future.