Yav tom ntej ntawm Tuam Tshoj tus ntshiab aligner technology ua lag luam

Xyoo tas los thaum Lub Rau Hli 16, Suav tuam txhab orthodontic braces, AngelAlign Technology, tau raug teev npe nyob rau hauv Hong Kong Tshuag Txauv. Nws tau nce 131% ntawm qhov qhib, thiab qhov siab tshaj plaws hauv nruab hnub yog ntau dua 180%.

Nws kaw ntawm HK $ 400.02 (US $ 51.18) thaum tav su. Raws li tus nqi IPO ntawm 173 yuan, nws txhais tau tias txhua tus yeej rho npe yuav tau txais txiaj ntsig ntawm 45,000 Hong Kong duas; tus yeej loj ntawm IPO no thiab tus tswj hwm ntawm AngelAlign, Songbai Capital, kuj tau nkag mus rau hauv lub voj voog.

Angelalign vs Invisalign

Paub raws li Suav version ntawm Invisalign, AngelAlign tsom rau cov kev daws teeb meem tsis pom kev orthodontic. Tus nqi lag luam ntawm Invisalign niam txiv lub tuam txhab Dlhos Technology tau mus txog US $ 47.5 billion, thiab nws cov nqi Tshuag tau nce 30 zaug hauv 10 xyoo.

Nyob rau hauv lub hnub nyoog ntawm kev zoo nkauj kev lag luam, kev tshaj tawm xws li "Kev tsim txom zoo li kev phais yas" thiab "Lub sab sauv ib nrab ntawm lub ntsej muag txiav txim siab qhov txwv ntawm kev zoo nkauj, thiab ib nrab ntawm lub ntsej muag txiav txim siab qhov qis qis ntawm qhov tsis zoo" tshwm sim dua, ua rau muaj kev ntxhov siab. cov tub ntxhais hluas lub siab xav kho.

Txawm li cas los xij, orthodontics yog cov khoom pov hwm tsis yog kho mob, thiab ntau tus neeg siv khoom muaj peev xwm poob siab los ntawm cov nqi siab. Nyob ntawm qhov nyuaj ntawm rooj plaub, tus nqi kho tag nrho ntawm AngelAlign tus nqi kho mob ntawm US $ 2600 txog US $ 6500. Rau kev sib piv, tus nqi kho mob Invisalign ntawm US $ 4,600 txog $ 9,400.

Qhov sib txawv loj ntawm tus nqi thiab tus nqi muag khoom

Qhov tseeb, tus nqi tsim khoom thiab ex-Factory tus nqi ntawm qhov tsis pom kev braces (aligners) tsis siab. Hauv thawj 9 lub hlis ntawm 2020, AngelAlign tau kho tag nrho ntawm 101,700 tus neeg mob. Cov nyiaj tau los ntawm kev kho qhov tsis pom kev daws teeb meem kev lag luam kab yog 589 lab yuan thiab tus nqi yog 167 lab yuan.

Raws li cov lej no, tus nqi nruab nrab ntawm lub Hoobkas ntawm txhua qhov kev kho yog 5,832 yuan thiab tus nqi yog kwv yees li 1,642 yuan. Cov paj laum nyob ze rau 72%.

Los ntawm tus nqi US $ 770 - US $ 930 ntawm lub Hoobkas, mus txog US $ 4,600 - $ US $ 6200 hauv tsev kho mob, tsev kho mob thiab lwm yam terminals, tus nqi sib txawv tau txeeb los ntawm qee tus neeg muag khoom.

DTC (Direct To Customer) cov neeg uas tsis pom kev kho hniav sim hla cov tsev kho mob lossis chaw kho hniav thiab muag cov tshuaj kho hniav thiab cov hniav ncaj qha rau cov neeg siv khoom hauv Is Taws Nem.

Cov tuam txhab lag luam hauv Suav teb tau luam tawm SDC (Luag Hais Tias Ncaj Ncaj Ncees) qauv, ua nrov hauv Tebchaws Meskas - ua raws li cov qauv luag nyav zoo sib xws thiab cov lus hais ntawm "muab qhov kawg rau txhua tus neeg nruab nrab los ua qhov sib txawv".

Yog li, puas tuaj yeem pom cov kev pabcuam orthodontic thiab cov khoom hla dhau cov neeg nruab nrab thiab txo nqi? Orthodontics nyob ntawm cov kws kho mob ntau npaum li cas? Cov ntaub ntawv loj ntawm cov chaw tsim khoom lag luam yog nrawm nrawm. Puas muaj peev xwm hloov cov kws kho mob nrog AI cov kev daws teeb meem?

Yuav ncaj qha-rau-tus neeg siv khoom muag qauv ua lag luam?

Invisible orthodontics yog qhov xav tau ceev ntawm tus nqi txo. Puas yog qhov ntawd ua rau kev muag khoom ncaj qha los ntawm cov tswv lag luam ua tus qauv ua lag luam?

Cov neeg tau txais kev pab uas tshawb xyuas qhov chaw suav khoom sib sau ua ke, Pinduo-duo, hauv kev tshawb nrhiav cov khoom siv orthodontic tau yooj yim nrhiav tau ib khub ntawm cov khoom siv orthodontic khw muag khoom ntawm US $ 1.50 txog US $ 1.70 - khav theeb kev muag khoom noj qab haus huv rau khau raj.

Invisible braces, raws li cov cuab yeej siv kho mob thib ob, tau txais kev pom zoo nruj los ntawm Food and Drug Administration rau lawv cov npe thiab kev tsim khoom, thiab tus kws kho mob cov tshuaj yuav tsum tau siv.

Txawm li cas los xij, ntau tus neeg xav tau kev kho hniav thiab tsis muaj kev paub txog kev kho mob. Enticed los ntawm tus nqi qis thiab kev tshaj tawm xov xwm, lawv tau yooj yim ntxias.

Raws li kev soj ntsuam ntawm Orthodontics Professional Committee ntawm Tuam Tshoj Stomatological Association, tag nrho cov feem ntau ntawm malocclusion nyob rau hauv Tuam Tshoj yog 67.82% nyob rau hauv 2000, uas txhais tau tias: Rau txhua txhua 10 tus pej xeem Suav, 7 muaj cov hniav tsis sib xws.

Cov ntaub ntawv no tsis yog qhov xav tau, thiab nws yog qhov tseeb tias cov hniav tsis zoo, overbite (crossbite), buck hniav (qhov tob tob ntawm cov hniav hauv ntej), thiab lub ntsej muag nkhaus (qhov txawv txav mandibular sib txawv) muaj ntau.

Nyob rau hauv cov ntaub ntawv ntawm kev siv zog nce ntxiv, txij xyoo 2015 txog 2019, Tuam Tshoj txoj kev lag luam orthodontic tau tuav qhov kev loj hlob ntawm 20.7%, thiab qhov tsis pom kev orthodontics pib los ntawm kos thiab sai sai los ntawm qhov ntsuas ntawm 10 billion.

Txawm li cas los xij, ntawm cov pej xeem Suav orthodontic, tus nqi ntawm kev siv cov hniav tsis pom tsuas yog 10.5%, thiab nws tau mus txog 33.1% hauv Tebchaws Meskas.

Ib qho laj thawj tseem ceeb rau tus nqi nkag mus qis yog cov nqi siab.

Vim li cas cov braces ntshiab thiaj li kim?

Guoyuan Securities, CICC thiab lwm lub tuam txhab kev nyab xeeb tau teev "qhov tsis paub meej ntawm kev lag luam nkag mus" thiab "qhov tsis paub tseeb ntawm kev nce qib ntawm cov khoom muag tsis pom kev hauv Suav lag luam" raws li kev ceeb toom txog kev pheej hmoo. Yog li, dab tsi yog vim li cas rau tus nqi siab ntawm qhov tsis pom kev orthodontics?

Los ntawm qhov kev xav ntawm kev sib txuas, kev muag khoom ntawm cov khoom siv tsis pom kev los ntawm cov chaw tsim khoom mus rau lub tsev kho mob / chaw kho hniav yuav ua rau tus nqi muag khoom; thiab cov nqi ntxiv tau them thaum cov khoom txav los ntawm lub tsev kho mob / chaw kho hniav mus rau cov neeg siv khoom. Ntxiv nrog rau tus nqi ntawm cov neeg tau txais, cov nqi khiav haujlwm ntawm lub tsev kho mob / tsev kho mob kuj tseem raug suav nrog rau hauv cov nqi pob ntawm cov khoom siv tsis pom kev.

Raws li kev suav ua lag luam, tus nqi qub ntawm lub tuam txhab pom tsis pom kev zoo nkauj ntawm Invisible Beauty thiab AngelAlign yog 3-4 npaug ntawm tus nqi tus nqi, thiab cov nyiaj tau los tag nrho yog li 70%.

Txawm li cas los xij, ntxiv rau cov nqi tsim khoom, cov nqi muag khoom thiab R & D peev kuj yog cov nuj nqis loj. Hauv 2018 thiab 2019, cov nqi muag khoom ntawm AngelAlign yog kwv yees li US $ 12,320,000 - US $ 18,480,000, suav txog 16.8% thiab 19% ntawm tag nrho cov nyiaj tau los.

Tom qab amortization, ex-Factory tus nqi ntawm txhua rooj plaub aligner suav nrog txog 1,000 yuan ntawm kev muag khoom.

Zoo ib yam li lwm yam khoom siv kho mob, cov nqi muag khoom ntawm qhov tsis pom kev braces feem ntau yog siv rau kev txhawb nqa kev kawm, cov nqi kho mob, thiab lwm yam. Tus kws kho mob cov tshuaj / cov lus pom zoo cuam tshuam ncaj qha rau tus neeg mob qhov kev txiav txim siab, yog li lub peev xwm kom tau txais tus kws kho mob tseem ceeb heev.

AngelAlign feem ntau tsom rau kev muag khoom ncaj qha, ntxiv los ntawm kev faib khoom. Feem ntau ntawm kev muag khoom ncaj qha yog tsom rau cov chaw kho hniav thiab tsev kho mob ntiag tug, pab txhawb ntau dua 60% ntawm cov nyiaj tau los; kev faib tawm yog ib qho chaw ua haujlwm qauv rau lub tsev kho mob pej xeem.

Kev nkag mus rau hauv tsev kho mob los ntawm kev sib tw hauv nroog thiab hauv nroog tau suav txog qhov kev faib ua feem ntawm kev faib tawm hauv peb lub xyoos dhau los, los ntawm 11% mus rau 32.8%.

Tam sim no, nyob rau hauv tib lub lag luam hauv cheeb tsam, tus nqi ntawm qhov tsis pom kev orthodontics hauv cov tsev kho hniav pej xeem thiab ntiag tug yog tib yam, thiab tus nqi hauv tsev kho mob pej xeem yog me ntsis siab dua. Cov tsev kho hniav ntiag tug feem ntau ntsib kev sib tw hnyav. Txhawm rau kom tau txais cov neeg siv khoom, lawv yuav tsum tshaj tawm hauv ntau lub platform.

Cov nqi lag luam loj hlob nrog kev lag luam loj

Ib tus kws tshaj lij kev lag luam tsis muaj npe kwv yees tus nqi ntawm kev tau txais cov neeg siv khoom hauv kev lag luam kho hniav yog qis dua li kev kho mob zoo nkauj, tab sis nws tseem kim heev.

Tus nqi nruab nrab ntawm cov neeg tau txais txiaj ntsig ntawm peb yam tseem ceeb ntawm orthodontics, implantation, thiab kho kom zoo nkauj yog li US $ 100 - US $ 310; thiab tsuas yog ib feem peb ntawm cov neeg siv khoom nyiam los ntawm tus nqi siab tuaj yeem muag tau. Qhov seem ob feem peb feem ntau poob ncaj qha.

Nrog rau cov chaw kho hniav ntau zuj zus, tus nqi ntawm kev nthuav tawm ntau lub platform tsheb kuj tau nce. Yav dhau los, kev tshawb fawb cav platform tuaj yeem ua tiav qhov sib piv ntawm 20/1. Tam sim no leej twg tuaj yeem ua tiav 5/1 yog qhov khoom plig los saum ntuj, hais tias lwm qhov chaw tsis qhia npe.

Ntxiv rau cov nqi tau txais cov neeg siv khoom, cov nqi kho mob / tsev kho mob, nqi tsev, khoom siv hluav taws xob, cov cuab yeej ruaj khov, thiab lwm yam yog qhov kawg suav nrog cov nqi kho hniav tsis pom. Yuav ua li cas yog tias cov khoom lag luam hla cov chaw kho hniav thiab muag cov tshuaj kho hniav thiab cov hniav tsis pom ncaj qha rau cov neeg siv khoom?

SmileDirectClub tau tsim nyob rau hauv Tebchaws Meskas hauv 2014. Lawv tau txais tus qauv ntawm "kev sib tham nyob deb + pom tsis pom kev orthodontics" los txo tus nqi ntawm qhov tsis pom kev orthodontics rau $ 1,950, uas tsuas yog 25%-30% ntawm tus nqi ntawm Invisalign. Nrog rau tus nqi qis, SDC tau tawg sai sai rau kev ua lag luam ntawm Invisalign. Hauv xyoo 2019, tus lej ntawm kev kho mob hauv xyoo ntawd tau nce mus txog 453,000.

Lub lag luam ntshiab brace tsis zoo li lwm yam

Piv nrog rau kev kho cov hlau bracket, kho hniav, kho hniav kho hniav thiab lwm yam dej num, vim li cas nws tsuas yog pom tsis tau orthodontics tuaj yeem ua tiav qhov kev kuaj mob thiab kev kho hniav hauv kev kho hniav?

Cov lus teb tuaj yeem suav nrog hauv ib lo lus: Invisalign.

Tom qab Invisalign tau tsim nyob rau hauv Silicon Valley, nws tau tsim kho los ntawm qhov ncauj scanners, 3D luam ntawv thev naus laus zis, thiab pom tsis pom kev, uas txo qis qhov pib rau kev siv tshuab orthodontic.

Invisible orthodontic brands siv cov ntaub ntawv loj thiab cov kws kho mob tsim los tsim cov lus pom zoo ntawm orthodontic, xws li lub kaum sab xis ntawm kev txav, uas ua rau cov txheej txheem nyuaj heev.

"Piv txwv li, tag nrho cov kev txav ntawm tus hniav 13th tau mus txog 3.8 hli, uas yog pom hauv xiav; qhov kev txwv ntawm cov hniav txav tsis tshaj 3 hli, yog li txoj kev npaj no pom tseeb tsis ua tau, "hais tias Yang Maolin, tus thawj tswj hwm ntawm Jiamei Dental Hospital (Beijing Poly Store). Thaum kawg, txoj kev npaj orthodontic yog txiav txim siab los ntawm tus kws kho mob pom zoo, nrog rau kev xav tau kev tshem tawm cov hniav, txiav txiav, thiab lwm yam.

Tom qab tus kws kho mob txiav txim siab txog txoj kev npaj, cov tuam txhab xws li Invisalign thiab AngelAlign yuav ua kom pom cov hlua khi hauv ntau theem. Me me protrusions yog embedded rau hauv braces thiab quab yuam yog siv los ntawm deformation ntawm cov khoom. Tus neeg mob yuav mus ntsib kws kho mob tsis tu ncua rau kev soj ntsuam kev sab laj thiab kho.

Thoob plaws hauv tag nrho cov txheej txheem, tus kws kho mob kev ua haujlwm tsis tshua muaj qhov nyuaj dua li kev kho cov hlau bracket. Invisible braces yog customized thiab tsim los ntawm cov chaw tsim khoom, tso cai rau cov neeg siv khoom yooj yim hnav thiab tshem tawm.

SmileDirectClub's modus operandi

Cov txheej txheem SDS tseem yooj yim dua. Hauv kev sau cov ntaub ntawv, cov neeg siv khoom muaj ob txoj kev xaiv: nqa cov pwm nrog cov cuab yeej xa los ntawm SDC, lossis mus rau nws lub qhov hluav taws xob Smile khw rau lub qhov ncauj scan. Tom qab ntawd tus kws kho mob yuav sab laj thiab tshuaj xyuas qhov kev kho nyob deb. Tom qab kev pom zoo, SDC yuav xa cov ntaub qhwv ntsej muag rau cov neeg siv khoom hauv theem. Thoob plaws hauv cov txheej txheem kho mob, lawv tseem yuav ua cov kev sib tham nyob deb nrog cov kws kho mob.

Tom qab SDC mus rau pej xeem, nws cov nqi Tshuag tau nce siab, nrog rau kev lag luam tus nqi ntau dua $ 8 nphom ntawm ib qho.

Txawm li cas los xij, muaj kev sib cav tsis tu ncua ntawm kev sib raug zoo ntawm kev kho mob thiab Is Taws Nem: Puas yog cov thev naus laus zis xws li Is Taws Nem pab kev kho mob, lossis lwm txoj hauv kev?

Ntau tus kws kho hniav yuav pom zoo tias txoj kev npaj kho mob zoo tshaj plaws yog tseem tsim los ntawm cov kws kho hniav. Txawm hais tias cov ntaub ntawv loj npaum li cas, cov txiaj ntsig tseem yuav tsum tau kuaj xyuas thiab tshuaj xyuas los ntawm kws kho mob. Tej zaum paub txog qhov muaj peev xwm tawg, SDC tab tom nrhiav kev koom tes nrog Heartland Dental (lub koom haum US DSO).

Kev txiav txim los ntawm SDC daim ntawv tshaj tawm txhua xyoo, nws cov nyiaj tau los tag nrho hauv 2020 yog 657 lab daus las. Muaj txog 250 tus kws kho hniav thiab cov kws kho hniav dav dav ntawm lub chaw sib tham hauv thaj chaw deb. Cov 250 tus neeg no muab cov kev pabcuam tsis pom kev zoo rau 375,000 tus tswvcuab, uas txhais tau hais tias qhov nruab nrab, txhua tus kws kho mob muab kev pabcuam kho rau 1,500 tus neeg siv khoom ib xyoos.

Hais tias Yang, piv txwv li: "Yog hais tias orthodontics raug suav hais tias yog "tsav", ces kev siv cov khoom siv hlau yog zoo li kev siv lub iav siv.

“Orthodontics yog technically nyuaj; tab sis peb tau los ntev nrog cov iav tsis siv neeg. "

"Los ntawm tus kws kho mob qhov kev xav, peb muaj kev txhawj xeeb ntau ntxiv txog kev ua tsis zoo rau kev kho mob thiab kev pheej hmoo."

Invisalign thiab SDC: Clash ntawm titans

Raws li tus neeg sib tw ncaj qha, Align Technology, cov tuam txhab niam txiv ntawm Invisalign, tau txais 17% feem pua ​​​​ntawm SDC los ntawm kev sib foob patent hauv 2016, thiab tau nqis peev dua hauv 2018 ua ntej nws IPO. Invisalign ib zaug muab SDC nrog qhov pom tsis pom kev ua tus neeg xa khoom thib peb, tab sis kev koom tes tau xaus vim tias Invisalign tau tsim qauv zoo ib yam li SDC hauv khw muag khoom, uas ua txhaum txoj cai tsis sib tw ua lag luam.

Ua ntej qhov tshwm sim ntawm Invisalign, cov kws kho hniav dav dav feem ntau xa cov neeg mob mus rau cov kws kho hniav, tab sis niaj hnub no cov kws kho hniav feem ntau ua 85% -90% ntawm cov kab mob yooj yim orthodontic.

Tus qauv SDC kuj zoo ib yam. Nrog txoj kev loj hlob sai ntawm Internet platforms, los ntawm ib qho kev xav hauv kev lag luam, cov neeg ua lag luam tau mob siab rau hloov tus cwj pwm offline rau hauv online.

Txawm li cas los xij, nws yog qhov tsis lees paub tias qhov kev faib ua feem ntawm cov teeb meem nyuaj hauv Suav cov pej xeem muaj ntau dua li nyob rau hauv Tebchaws Europe thiab Tebchaws Meskas, uas txhais tau hais tias cov kev kho mob ua ntej yuav tsum muaj rau orthodontics - xws li txhaws, scaling, thiab txawm hauv paus. cov kwj dej.

Suav tus kws kho hniav txoj haujlwm

Ntau tus kws kho hniav hauv Suav ntseeg tias qhov yooj yim hauv internet tej thaj chaw deb orthodontics yog unscientific, tab sis ib tug tshuav nyiaj li cas yuav nrhiav tau nyob rau hauv kev kho mob thiab kev lag luam. Piv txwv li, thawj qhov kev sib tham thiab kev kho mob yooj yim tau ua tiav offline, thiab qhov zaus ntawm kev mus ntsib offline tuaj yeem raug txo, ntxiv los ntawm kev soj ntsuam online tsis tu ncua.

Qhov tseem ceeb ntawm cov kws kho hniav hauv cov txheej txheem ntawm kev kuaj mob thiab kev kho mob tej zaum yuav ua pov thawj nws tus kheej, tab sis txawm tias nws yog SDC, Invisalign, lossis AngelAlign, cov ntaub ntawv loj, kev txawj ntse thiab kev hloov pauv digital hauv kev kho hniav yog qhov tseem ceeb uas tau hais hauv lawv cov ntaub ntawv nyiaj txiag / daim ntawv tshaj tawm. .

Tam sim no, tsuas muaj li ntawm 5000-6000 tus kws kho hniav hauv Suav teb. High-theem orthodontists yog sai poached los ntawm lub tsev.

Puas yuav AI tsim Invisalign tom ntej?

Seb qhov kev paub thiab kev paub ntawm orthodontists tuaj yeem hloov tau los ntawm kev txawj ntse yog txoj kev ntxov dhau los qhia. Ntawm qhov tseem ceeb ntawm cov lus nug no tseem yog cov ntaub ntawv tseem ceeb: seb cov neeg uas muaj cov ntaub ntawv puas muaj kev suav lub zog, thiab seb cov neeg uas muaj lub tshuab computer puas muaj cov ntaub ntawv.

Hauv kev lag luam sib tw ntawm qhov ncauj, tus nqi ntawm cov khoom siv lub cev yuav txo qis nrog kev lag luam, vim tias cov kws kho mob tau tso cai los ntawm cov tswv lag luam nce ntxiv. Nrog rau kev tsim cov chaw tsim khoom hauv tsev hauv Wuxi, Ziyang thiab lwm qhov chaw, lub peev xwm ntau lawm tsis muaj qhov txwv.

Nyob rau hauv cov txheej txheem orthodontic, qhov zoo nkauj tshaj plaws tseem yog cov kev pabcuam zoo ntawm cov kws kho mob, uas yog ob qho tib si ua haujlwm thiab zoo nkauj. Invisible orthodontics zoo li muaj txoj hauv kev ntev mus los ntawm cov khoom lag luam digital mus rau cov khoom lag luam txawj ntse.

Cov nqe lus nug $64 lab yog: Leej twg yuav coj cov thev naus laus zis tshiab thiab dhau los ua Invisalign tom ntej?

Source: Xov xwm Interface