What is the market space of China’s electron accelerator?
Irradiation processing accounts for the highest proportion, accounting for 52.1% in 2020. Due to the shortage of cobalt source, the substitution advantage of electron accelerator in irradiation processing is becoming more and more obvious, and the proportion is also increasing year by year; In the medical field, there is a large gap in China’s radiotherapy equipment. According to the calculation standard of WTO, China’s demand for medical linear accelerators is about 11000, but by the end of 2020, the number of medical linear accelerators in China is only 2170, with a large market gap and large growth space in the future; The overall demand of NDT market is small, and the price of single equipment is not high, so the overall market scale is small. The electron accelerator for environmental protection is in the market promotion period. It is expected that with the continuous expansion of the application scenario of electron accelerator in the field of environmental protection, the nuclear environmental protection market will have a large growth space in the future
What is the maturity of each demand scenario of electron accelerator and whether it has investment value?
At present, electron accelerators are mainly used in radiation processing, nuclear medicine, environmental protection and nondestructive testing. Comparing various fields according to market space and market competition, it can be found that the market prospect of environmental protection field is large, there are few market participants and the market is in the initial stage. Electron accelerator manufacturers can increase their layout in this field and quickly seize the market share before the competition pattern is stable. The second is the disinfection and sterilization market. The market prospect of this part is also considerable, but the market competition is fierce and it is relatively difficult to seize the market share. Enterprises need to increase R & D investment to obtain technical advantages, and carry out market promotion to improve brand awareness
Who is the leading enterprise in the field of electron accelerator?
According to the three important indicators of business layout integrity, application maturity and mass production capacity, the participants of China’s electron accelerator are rated, Cgn Nuclear Technology Development Co.Ltd(000881) with multi field business layout and high mass production capacity, it ranks in the leading position in China’s electron accelerator industry, with outstanding performance
