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日本欧姆龙健康医疗借助印度制造减少对越南的依赖Japan's Omron Healthcare taps India manufacturing to reduce reliance on Vietnam

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日本欧姆龙公司(6645.T)旗下的医疗器械部门欧姆龙健康医疗周五开设了其首家印度工厂,这是其减少对越南依赖、并瞄准印度这个基本尚未开发的血压计国内市场计划的一部分。

Healthcare, the medical-device unit of Japan's Omron Corp (6645.T), opened its first Indian factory on Friday as part of its plans to reduce its reliance on Vietnam and target a largely untapped domestic market for blood pressure monitors.

欧姆龙健康医疗总裁兼首席执行官冈田步本周早些时候在周五于印度南部城市金奈举行的工厂落成典礼前对路透社表示,印度最终可能成为该公司最大的生产基地之一。

India could eventually become one of Omron Healthcare's biggest production bases, President and CEO Ayumu Okada told Reuters earlier this week, ahead of the inauguration of the factory in the southern Indian city of Chennai on Friday.

她说:“我们对越南工厂依赖过重”,并指出一旦发生事故或灾害,将生产集中于单一国家或工厂存在风险。

"We rely too much on the Vietnam factory," she said, citing the risks of concentrating production in a single country or facility in the event of incidents or disasters.

冈田补充说,公司目标是到2028年实现约300万台的年产能,主要是血压计;如果工厂实行三班制,产能最终可能升至350万台,之后还会增加雾化器等其他产品。

The company is targeting an annual production capacity of about 3 million units by 2028, largely BP monitors, and could eventually rise to 3.5 million units if the plant runs three shifts, with other products such as nebulizers added later, Okada added.

冈田说,印度有超过3亿人患有高血压,而血压计的普及率低于5%。“这也是我们确实希望首先聚焦印度市场的原因之一。”欧姆龙健康医疗希望随着认知度提高,到2030年家用血压计的普及率大致翻倍至约10%。公司数据显示,2025年该公司占据印度血压计市场约40%的份额。冈田表示,尽管在本地生产,欧姆龙健康医疗目前并不计划降价。

More than 300 million people in India have hypertension, while penetration of BP monitors is below 5%, Okada said. "This is one of the reasons we really want to focus on the Indian market at first." Omron Healthcare hopes for the penetration of home BP monitors to roughly double to about 10% by 2030 as awareness increases. It held about 40% of India's BP monitor market in 2025, according to company data. Despite producing locally, Omron Healthcare does not currently plan to cut prices, Okada said.

该公司还计划由金奈工厂向欧洲供货,预计到2026年11月该工厂将有约120名员工;这将补充目前从越南运往该地区的产品,不过冈田没有提供时间表。

The company also plans to supply Europe from the Chennai facility, which is expected to have approximately 120 employees as of November 2026, adding to products currently shipped to the region from Vietnam, although Okada did not provide a timeline.

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