Dental Implant System VBP continuation launched with supplementary application; Align Technology, Envista, Dentsply Sirona, Henry Schein, Inc. and others released financial reports; Guizhou plans to …

Dental Implant System centralized procurement follow-up launched with supplementary application

On October 29, the Office of the Interprovincial Alliance Centralized Volume-Based Procurement for Dental Implant Systems issued a notice launching supplementary applications for product information and combination information of implant systems in Sichuan Province, with the application period running from October 30 to 17:00 on November 3. Applications must be submitted as complete systems, comprising five components: the implant (including the cover screw), restorative abutment, healing abutment, transfer coping, and implant analog; all five components of the same medical device registrant must be fully declared, and any omission will affect the product system combination. Applicant enterprises must be medical device registration or filing holders with complete and valid product qualifications; enterprises changing their application status must submit a joint declaration.

Guizhou plans to issue a catalog of dental material medical consumables that can be billed separately, with 178 items proposed for zero-markup sales

On October 26, 2026, the Guizhou Provincial Healthcare Security Administration issued an announcement soliciting public comments on the "Catalog of Dental Material Medical Consumables That Can Be Billed Separately" (178 items in total), proposing to allow medical institutions to bill separately for these single-use dental materials and to sell them at zero markup based on actual procurement prices. The comment period runs until November 10, 2026. Where previous policy provisions are inconsistent with this notice, this notice shall prevail; where the state has new provisions, those provisions shall apply.

Chinese Stomatological Association issues initiative urging dental medical institutions to actively participate in follow-up centralized procurement

On October 31, 2026, the Chinese Stomatological Association (CSA) issued a proposal letter, launching the national alliance follow-up procurement for dental implants and orthodontic brackets, emphasizing "price reduction without compromising medical quality." The National Alliance Procurement Office for Dental Implants and Orthodontic Brackets added eight institutions, including Peking University School of Stomatology, to participate in rule-making and effectiveness monitoring. This round of follow-up procurement was officially launched on September 28, 2026, in Ziyang, Sichuan, and is expected to complete all procurement work before the end of 2026.

Align Technology 2026Q3: Clear aligner shipments of 690,635 cases, up 6.6% year-on-year; China drives growth in adolescent cases

Recently, Align Technology announced its third-quarter results, with clear aligner shipments of 690,635 cases, up 6.6% year-on-year; related revenue was US$839.3 million, up 4.2% year-on-year, while ASP declined 2.3% year-on-year. Asia-Pacific retail channel shipments grew 16%, with China driving growth in adolescent cases. The company expects full-year clear aligner shipments and revenue to both grow approximately 5% to 6%, and plans to pilot customized direct 3D-printed sports mouthguards, Invisalign Sports Guard, in the United States.

Envista 2026Q3: Revenue of US$692 million, up 3.22% year-on-year; implant business achieves mid-single-digit growth

On November 4, 2026, Envista Holdings Corporation announced its third-quarter 2026 results, with quarterly revenue of US$691.5 million (approximately RMB 4.645 billion), up 3.22% year-on-year; GAAP net income turned positive to US$508.3 million (approximately RMB 3.415 billion), Core Sales Growth was 2.7%, and the implant business achieved mid-single-digit growth. The impact of centralized volume-based procurement in the Chinese market in the third quarter was essentially in line with expectations, and no significant related impact is expected in the fourth quarter. The company repurchased approximately 386,000 shares during the quarter, spending approximately US$10 million.

Dentsply Sirona 2026Q3: Orthodontics and implant solutions revenue of US$171 million; net profit attributable to shareholders of the parent company turns positive for the first three quarters

On November 5, 2026, Dentsply Sirona announced its third-quarter 2026 results, with quarterly net sales of US$836 million, down 7.6% year-on-year, and orthodontics and implant solutions revenue of US$171 million, down 16.6% year-on-year; net loss attributable to the parent company was US$2 million, net Operating Cash Flow was US$32,000, and cash and equivalents held were US$195 million. The company expects full-year net sales of approximately US$3.5 billion and Adjusted EPS of US$1.20 to US$1.30.

Henry Schein 2026Q3: Global Dental Distribution merchandise sales of US$1.295 billion, up 7.0% year-on-year

Henry Schein announced its third-quarter results on November 3, 2026, with quarterly net sales of US$3.471 billion, up 4.0% year-on-year; Global Dental Distribution (GDD) merchandise sales for the first three quarters were US$3.924 billion, up 8.6% year-on-year. Third-quarter GAAP diluted EPS was US$1.06, and non-GAAP diluted EPS was US$1.56; excluding the net benefit from tariff refunds and the prior-year revaluation gain, non-GAAP diluted EPS was US$1.37, up 19.1% year-on-year. The company raised its 2026 non-GAAP diluted EPS guidance to US$5.50 to US$5.56, maintaining its full-year sales growth guidance at 4.5% to 5.5%.

Beijing ZhongHong Dental 2026Q3: First three quarters revenue of RMB 61.2734 million, up 47.34% year-on-year

On November 2, Beijing ZhongHong Dental released its unaudited third-quarter 2026 financial statements. First three quarters revenue was RMB 61.273 million, up 47.34% year-on-year; Net Profit Attributable to Shareholders of the Parent Company was RMB 5.221 million, up 42.71% year-on-year. Consolidated net profit for the same period was RMB 12.518 million, with minority interest income of RMB 7.297 million, accounting for 58.29% of consolidated net profit. The first three quarters' consolidated Gross Margin was 48.40%, down approximately 0.62 percentage points year-on-year; administrative expenses were RMB 12.871 million and selling expenses were RMB 3.300 million, both growing faster than revenue. Net Operating Cash Flow was RMB 9.395 million, up 42.58% year-on-year. As of June 30, the company had investment management over 44 dental clinics, of which 40 were controlled and 4 were equity-participated.

Indian B2B2C dental products company Laxmi Dental Q2FY27: Revenue of approximately RMB 55.97 million, up 10.04% year-on-year

On November 3, 2026, India's Laxmi Dental Ltd announced its second-quarter fiscal year 2027 results: consolidated revenue of INR 795 million, up 10.04% year-on-year; net profit attributable to the parent company of INR 100 million, up 17.56% year-on-year. Among these, clear aligner therapy business revenue was INR 255 million, up 25.19%; Dental Laboratory business revenue was INR 542 million, up 8.41%. As of September 30, cumulative use of IPO proceeds was INR 814 million, with INR 468 million unused, temporarily held in bank time deposits.

Canada dental benefit payments exceed Health Canada budget commitment by approximately CAD 1.1 billion

On October 29, 2026, the Auditor General of Canada submitted the CDCP audit report to the House of Commons. The report shows that dental benefit payments in the first two years after the program's launch exceeded the budget commitment by approximately CAD 1.1 billion (approximately RMB 5.256 billion); as of March 2026, approximately 6.9 million members were enrolled, with about 61% having used benefits. In 2025, members paid an average of CAD 264 out of pocket, with approximately 560,000 people requiring no out-of-pocket payment; more than 27,000 oral health care providers participated. The audit found that some claims and pre-authorization decisions were not verified, and recommended that Health Canada regularly assess Sun Life's claims and pre-authorization processing. Currently, approximately 61,000 children in provincial and territorial care across the country are still unable to access the benefit.

New data: Global chairside CAD/CAM system market to grow at a CAGR of approximately 7.2% from 2026 to 2035

A report released by IndexBox on November 1, 2026, forecasts that the global chairside CAD/CAM system market will grow at a compound annual growth rate of approximately 7.2% from 2026 to 2035, with a market index of 185 by 2035 (100 in 2025). The Asia-Pacific region accounts for approximately 32% of demand and is the fastest-growing region expected; Dental Crowns account for approximately 38% of application demand in 2025. The digital diagnosis and treatment transformation and growing demand for Immediate restoration are driving market expansion, while equipment investment, personnel training costs, and uncertainty in reimbursement policies remain constraints. The report's forecast is based on the premise of a relatively stable macroeconomic environment and the gradual expansion of insurance coverage for digital restorations in developed markets.

Century-old dental brand HuFriedyGroup plans to acquire Italian dental equipment manufacturer Mectron

On October 27, 2026, HuFriedyGroup announced the signing of a framework agreement with Italy's Mectron to acquire its dental business in Italy, its German subsidiary, and Ohio, USA, involving piezoelectric surgery and ultrasonic scaling technology. The transaction is expected to be completed before the end of 2026, after which the technology will be integrated into HuFriedyGroup's global Dental Solutions network. Mectron was founded in 1979 and is headquartered in Carasco, Italy, focusing on the research, development, and production of dental and surgical piezoelectric and ultrasonic equipment.

Dentin regeneration research receives US$1.2 million grant, focusing on the relationship between dentin phosphoprotein and autophagy

On November 2, 2026, Anne George, a dental professor at the University of Illinois Chicago, received a US$1.2 million grant from the National Institute of Dental and Craniofacial Research (NIDCR) to conduct basic research on dentin phosphoprotein in cell protection, autophagy, and Dentin regeneration. The project focuses on the protein's protective effect on dental pulp stem cells in a calcium-rich environment and explores its mechanism of regulating autophagy through Human Dental Pulp Stem Cells (hDPSCs) and animal models. The team is currently studying the application of this protein in tooth cavity scaffolds to promote dentin regeneration and preserve tooth function.

Dental robot company Neocis receives new FDA clearance to assist with Pterygoid implant placement

On October 29, 2026, Neocis's Yomi S robotic platform and YomiPlan software received Premarket Notification 510(k) clearance from the Food and Drug Administration (FDA), adding Pterygoid implant placement to the indications for use. This procedure involves implant angles of approximately 17 to 45 degrees and implant lengths of approximately 15 to 24 millimeters, may avoid Sinus lift in suitable cases, and supports immediate loading and same-day temporary restoration. The company states that trained dental professionals can perform the procedure after reading the user manual without additional robot-specific training. As of the announcement date, more than 125,000 implants had been placed with Yomi robotic assistance.

Smile Doctors, the largest orthodontic specialty support organization in the United States, deploys a digital patient acquisition platform

On October 21, 2026, Yapi | DoctorLogic announced that orthodontic specialty support organization Smile Doctors has deployed the DoctorLogic patient acquisition platform across 591 orthodontic clinics in 36 U.S. states. The platform provides website building, localized content, search engine optimization, online review management, and operational data analytics, with the network expected to exceed 600 locations by the end of 2026. The platform also provides centralized tools and standards covering brand consistency, content compliance, operational performance, and local market execution.

SDL acquires M&D Dental Laboratory assets to advance AI digital workflow platform development

On November 4, 2026, Standard Dental Labs (SDL) acquired all assets of Florida-based M&D Dental Arts, merging the business into its Orlando Dental Laboratory, with capacity expected to double. The company plans to roll out the Bridge digital workflow platform company-wide by December 1, 2026, and complete development of an AI-driven 3D CAD restoration design module within three months. The module aims to reduce reliance on high-cost design libraries and shorten design and restoration delivery times.