洞见 ｜FemTech女性健康科技市场- 宏观环境解读

图源：麦肯锡

根据世界卫生组织最新的研究显示，

普通人平均寿命为25,933天。

女性的寿命为27,029天，而男性的寿命为25,203天。

这意味着女性比男性通常多活1,826天。

但女性在健康状况欠佳的时间上比男性多25%。

治疗的有效性、数据的缺失和护理服务的差异是其根本原因。

在全局范围内，弥合这一差距相当于每年可为每位女性增加多达七天的健康寿命，额外增加了7,500万个健康残障调整生命年。

也就意味着大约1万亿美元的潜在经济增长。

FemTech, 女性健康科技，是科技赛道里的新成员，旨在通过科技与创新来解决未满足女性健康基本需求的疾病和症状。女性健康不仅仅指生殖健康, 更涵盖广泛的健康领域，大致分为以下三类：

FemTech, a new category in Tech. It provides innovative solutions to address unmet needs in diseases, conditions, and indications that impact the health of women：

仅影响女性健康的领域：

避孕、生育、孕产健康、更年期、妇科学、  女性肿瘤学等

Solely: Contraception, Fertility, Maternal Health, Menopause, Gynecology, Women's Oncology etc.

主要影响女性健康的领域：

偏头痛、疼痛、自身免疫疾病、骨质疏松症、焦虑和抑郁、泌尿道感染、肺癌等

Predominantly：Migraines, Pain, Autoimmune Disease, Osteoporosis, Anxiety and Depression, Unrinary Tract Infections, Lung Cancer etc.

不同程度影响女性健康的领域：

心血管疾病、糖尿病、阿尔茨海默症等

Differently impact the health of women: Cardiovascular Disease, Diabetes, Alzheimer's Disease etc.

仅仅在几年的时间里，FemTech 已经发展到涵盖一系列以科技为驱动、以消费者为中心的产品和解决方案，覆盖从预防、诊断到治疗和持续护理的各个方面。

In the course of just a few years, FemTech has grown to encompass a range of technology-enabled, consumer-centric products and solutions, including treatment, addressing needs across the spectrum from prevention and diagnostics to treatment and ongoing caregnostics and prevention. 

解决女性面临的健康差距, 到2040年, 预计可为全球经济增加至少1万亿美元。这意味着女性人均国内生产总值将增加1.7%。

Addressing the health gap women face could boost the global economy by adding at least $1 trillion to the global economy by 2040. This means a 1.7 percent increase in the average per capita GDP generated by women.

2022年，中国65岁及以上人口的百分比达到了最高水平（14.9%）。同时，生育率下降到1.1%，且几十年来首次低于全国总死亡率。为国家的健康系统和服务带来了新的挑战。

In 2022, the percentage of people aged 65 years or older reached its highest level (14.9%)。In the meantime, the fertility rate in China dropped to 1.1% and for the first time in decades became lower than the country’s overall mortality. setting a new challenge for health systems and delivery in the country.

女性在医疗行业中做出了80%的消费决策。然而，女性健康一直被视为一个小众市场——大健康赛道的一个子集。

Women account for 80 percent of consumer purchasing decisions in the healthcare industry. Yet women’s health has been considered a niche market—a subset of healthcare.

在肿瘤学之外，仅约1%的医疗研究和创新投资于女性特有的疾病。女性在医学试验中一直处于代表性不足的状态, 就目前全球创新健康赛道而言, 女性健康相关的投资和需求比例严重不匹配。

Approximately 1 percent of healthcare research and innovation is invested in female-specific conditions beyond oncology. Women have been underrepresented in medical trials, and the current global innovation pipeline reveals mismatches between health investments and health needs as they relate to women.

如今，由于女性健康研发资金低，仅有1.4％的资本投资于女性的健康。研究显示，许多男性投资者因为不愿谈论或根本不了解女性的健康的价值主张而回避投资。

Today, in line with the low R&D funding of women's health (four per cent), only 1.4 per cent of capital investment is in FemTech, with research showing that many male investors shy away from talking about or simply don’t understand the value proposition. 

尽管FemTech初创企业传统上一直得不到资金或资金不足，但当前出现了一些令人振奋的变化。

Whereas femtech startups have traditionally gone unfunded or underfunded, there are some promising shifts afoot.

1 ►乐观的市场规模估值，但存在一定的差异：FemTech Analytics 预测 FemTech 市场到 2030 年将达到 973 亿美元，而 Future Market Insights 则认为到 2030 年这一数字为 434 亿美元。

Optimistic market sizing estimates but it differs dramatically. For example, FemTech Analytcis posits that the femtech market is set to hit $97.3 billionby 2030, while Future Market Insights pegs thatfigure at $43.4 billion by 2030.

全球FemTech市场规模估值｜图源：FemTech Analytics

在过去的几年里，人们越来越意识到 FemTech 可能成为一个具有巨大潜力的市场，存在许多未被充分服务的细分市场。

Over the past few years, there has been agrowing realisation that femtech can be alucrative market with significant underservedsegments. 

2 ► 世俗驱动因素最近推动了FemTech领域的新增长机会，包括风险投资行业中女性代表数量的增加以及对女性健康问题越来越多的关注和接受。

Secular drivers have recently propelled new growth opportunities in femtech, including increased representation of women in the venture capital industry and rising awareness and acceptance of women’s health issues.

3 ► 这些进展促使过去十年中FemTech领域的资金稳步增长。2019年，全球FemTech市场创造了逾8.2亿美元的收入。根据PitchBook的数据，这一数字到2030年底将达到30亿美元。

These advances have contributed to a steady increase in funding for femtech over the past decade. In 2019, the global femtech market generated over $820 million. According to PitchBook, that number will reach $3 billion by the end of 2030.

尽管全球经济环境与2021年的风险投资黄金时期相比已经产生了显著变化，但从宏观环境角度来看，不管是从放开“一孩”，到鼓励“二胎”和“三胎”，以及国家新出台的延迟退休政策，都将女性对健康的需求在2024年推向了前所未有的高度。

Despite the significant changes in the global economic environment compared to the venture capital boom of 2021, from a macroeconomic perspective, the demand for women's health has reached unprecedented levels in 2024. This trend has been driven by various policy shifts, including the relaxation of the one-child policy, encouragement of the two-child policy, implementation of the three-child policy, and the national move towards delayed retirement. 

随着科技创新的不断推进和社会认知的提升，FemTech赛道凭借其巨大的市场潜力和创新驱动力，预计将在未来几年内继续吸引大量投资并取得显著进展，进一步满足女性多样化的健康需求。

With the continuous advancement in technology and growing societal awareness, the FemTech sector, with its immense market potential and innovative drive, is expected to attract substantial investment and achieve remarkable progress in the coming years, further meeting the diverse health needs of women.

我们将在下一期为您解读国际层面的FemTech细分应用场景以及初创企业介绍与投融资数据分享。

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