The company’s plans, announced today, include discontinuing local production and sales of the 4008A hemodialysis system, launched in 2019 as a cost-effective option for emerging markets. Fresenius will instead focus in China on more cutting-edge technologies for in-center dialysis and critical care, including the high-volume hemodiafiltration-enabled 5008S CAREsystem, multiFiltratePRO, and other advanced dialysis products.
Fresenius will also exit its China peritoneal dialysis (PD) business, though it will maintain existing obligations in the market. In addition, it is strengthening local leadership, including appointing market GM Rex Liu.
The goal, according to company officials, is a more localized portfolio, increased commercialization of locally relevant innovation, and a focused go-to-market approach. The moves appear to recognize how much China’s status has risen in the world since Fresenius entered the market more than two decades ago.
“China is an important market for our Care Enablement business,” said Helen Giza, Chief Executive Officer for Fresenius Medical Care. “As the market evolves, we are refining our portfolio to focus on the areas where we can create the greatest value for patients and customers.”
Fresenius expects the portfolio optimization actions in China to result in €110 million in impairment charges, scrappage and termination costs, expected to be recognized in Q3 2026, with no meaningful impact expected on the future revenue outlook for Care Enablement’s China business.
“We are confident that this is the right portfolio and strategy that will best position us to compete and grow in China,” said Joe Turk, CEO of Fresenius Medical Care’s Care Enablement operating segment. “We remain committed to the market and will continue leveraging our local manufacturing footprint and China Design Center to support profitable growth.”
