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202504内参｜利润夹缝里，谁还能长出确定性？

 
Issuing time:2025-05-01 17:48Author:产研部

4月内参.png


四月的口腔江湖，既被医保集采的"成本地板"压住脚踝，也被资本并购的"价值天花板"推着向前。江苏将全瓷牙冠最低挂网价钉在178元，海南续签种植体集采协议，继续执行"九成采购量"红线。而远在大洋彼岸，Patient Square Capital以约299亿元人民币完成对帕特森的收购，拉开牙科流通领域全球重组的新一幕。


本期内参将从政策与监管、资本与技术、财报与趋势三条主线切入，梳理本月口腔产业链的关键动向，试图回答一个问题：在政策、资本与科技三重压强交织的当口，哪些路径能真正穿透周期雾霭，为行业争取一个更具确定性的未来？


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