Looking back on the past few years, China's chemiluminescence industry has entered the second half centered on technological refinement and value reconstruction from the "golden age" of rapid expansion. Driven by the three major trends of domestic substitution, technological differentiation, and global layout, the competitive logic of the industry is evolving from simple "equipment sales" to "value delivery". Enterprises not only need to provide reliable chemiluminescence raw material products, but also need to become long-term partners that can adapt to diverse scenarios and output complete solutions. In this profound transformation, the entire industry chain, especially the independent controllability and quality breakthroughs of upstream core raw materials, is becoming a key cornerstone to support sustained innovation and high-quality development of the industry.

Acridine ester powder

Core Development Characteristics of Chemistry: Three Major Trends Define Industry Trends

1. Domestic substitution for acceleration: achieving phased breakthroughs

Domestic substitution has become the most prominent development trend in the industry, and is achieving a phased breakthrough from "grassroots penetration" to "high-end tackling". Data shows that the share of domestic enterprises in the chemiluminescence market has increased from less than 20% to over 35% currently, and the newly installed capacity of leading enterprises such as Mindray Medical and New Industry Biology has exceeded a thousand units for several consecutive years. More noteworthy is that domestic products, with stable performance and high cost-effectiveness, are gradually breaking down the import monopoly barriers of tertiary hospitals and demonstrating strong market competitiveness.

2. Technological differentiation: Building a core moat for enterprises

In the context of increasingly fierce market competition, technological differentiation has become the key for enterprises to break through. Different tiers of enterprises have formed clear technological layout directions based on their own advantages: top enterprises focus on high-end technologies such as high-speed testing and assembly line integration, and specialize in the large-scale testing needs of tertiary hospitals; Small and medium-sized enterprises avoid direct competition and focus on miniaturization and POCT technology to meet the core needs of "fast, convenient, and low-cost" primary healthcare.

3. Overseas layout: Embarking on a new journey of global growth

The intensification of domestic market competition has prompted more and more domestic enterprises to turn their attention to overseas, and overseas layout has become an important growth point for industry development. Emerging markets such as Asia Pacific, Latin America, and Africa have become key regions for domestic enterprises to go global due to their large population base and increasing medical demand. Enterprises accelerate the global promotion of their products by participating in exhibitions, establishing overseas branches, and collaborating with local distributors.

Competitive Logic Transformation: From "Instrument Placement" to "Solution Output"

1. Hierarchical competition pattern: Accurately matching diverse market demands

The current Chinese chemiluminescence market has formed a clear hierarchical competition pattern, with different tiers of enterprises accurately positioning themselves in segmented markets. The first tier enterprises such as Mindray Medical and New Industry Biotechnology focus on the tertiary hospital market with their product combination of "high-speed machines+assembly lines"; The second tier enterprises such as Jidan Biotechnology and Rejing Biotechnology focus on miniaturization and POCT products, deeply cultivating primary medical institutions and emergency scenarios, and quickly seizing market share at the grassroots level through the advantages of "convenient operation and controllable cost".

2. Business model upgrade: Solution becomes the core of competition

The early industry generally adopted a business model of "free deployment of instruments+sales of reagents", with the core logic being to achieve long-term profitability of reagents through instrument binding. With the increasing maturity of the market, the demand for medical institutions has shifted from "single equipment" to "full process services", and the competition logic in the industry has been upgraded to "solution output". Nowadays, enterprises not only provide high-quality instruments and reagents, but also provide full chain services such as customized testing projects, optimized laboratory management, technical training, and after-sales operation and maintenance based on the actual needs of medical institutions.

Luminol reagent

It should be emphasized that the high-quality development of the chemiluminescence industry cannot be achieved without the solid support of upstream core raw materials. Whether it is luminescent reagents such as luminol and acridine esters, or key raw materials such as antigens and antibodies, their purity and stability directly determine the accuracy of detection results, and even affect the core competitiveness of downstream enterprises. Hubei Xindesheng has been deeply involved in the field of IVD core raw materials for many years. With a mature technology system and strict quality control, it has created a full range of products including chemiluminescence reagents, biological buffering agents, and blood collection tube additives, providing reliable raw material support for many chemiluminescence enterprises.