Cold thinking on the replacement of domestic IVD raw materials under the hot trend: the two-way rush of market demand and technological breakthroughs
Release time:
2025-07-18
In recent years, "domestic substitution" has become a hot topic in the IVD raw material industry. At major forums and exhibitions, this concept has been repeatedly mentioned and seems to have become an inevitable trend in the development of the industry. However, when we calmly observe the actual performance of the market, we find an intriguing phenomenon: although the number of domestic IVD raw material enterprises is growing rapidly, the sales performance of imported brands in the domestic market is still stable, and some areas even show a sustained growth trend. This contrast forces us to re-examine the proposition of "domestic substitution".
Diagnostic Color Origin TOOS
In depth analysis of the current IVD market landscape, especially mainstream tracks such as chemiluminescence, shows that leading companies such as Mindray, New Industries, and Antu have maintained stable growth. Behind the success of these enterprises is the pursuit of product quality stability. In terms of raw material selection, they tend to use imported brands that have been validated for a long time, rather than taking the risk of trying emerging domestic alternatives. This choice logic is not based on blind "admiration for foreign things" mentality, but on careful consideration of product reliability. After all, stability and reliability are very important factors in the medical field that concerns life and health.
It is worth noting that the current competitive landscape in the IVD raw material market is undergoing subtle changes. On the one hand, domestic enterprises have achieved substantial breakthroughs in certain niche fields through continuous technological accumulation; On the other hand, foreign brands are also accelerating their localization layout, strengthening their competitiveness through methods such as setting up factories in China. The development trend of 'you in me, I in you' makes it increasingly difficult for the simple concept of 'domestic substitution' to accurately describe the reality of the industry.
From the perspective of end users, the nationality label of raw materials is gradually fading. Medical institutions and patients are more concerned about the accuracy and reliability of test results, rather than where a component in the kit comes from. This value orientation determines that the market will not replace for the sake of "substitution", and true substitution must be based on benchmarking of technical indicators.
In this context, Desheng New Materials has embarked on a differentiated development path with a unique strategic vision. The company did not blindly follow the trend of "domestic substitution", but focused its energy on technological breakthroughs in specific niche fields. Through continuous technological innovation and strict quality control, Desheng has achieved benchmarking of performance indicators on certain key raw materials and gradually gained recognition from leading IVD enterprises. This technology-based and quality-oriented development path may be the sustainable growth model for domestic IVD raw material enterprises.
Chromogenic substrate ADOS
Looking ahead to the future, the development of the IVD raw material industry will be more rational and pragmatic. Desheng New Materials will continue to adhere to the concept of "quality first, technology leading", and will not make empty slogan marketing, but win market recognition through practical technological breakthroughs. In the key raw material fields such as antigen antibodies, chemiluminescence reagents, enzyme preparations, etc., the company has established a sound quality control system and large-scale production capacity, and has set up project research and development teams for various products, which can provide stable and reliable diagnostic reagent raw materials for IVD enterprises. This pragmatic cooperation based on technological strength is the fundamental driving force for promoting the healthy development of the industry.
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