Big health industry welcomes strategic policy support

Founder Securities recently released the pharmaceutical and Biological Industry Research Report: the big health industry welcomes strategic policy support Event: Premier Li Keqiang presided over the executive meeting of the State Council on the 28th to study and deploy to promote the development of health service industry According to the meeting, to promote the development of health service industry, the key is to increase supply, ensure quality and rely on reform and innovation First, we should take multiple measures to develop the health service industry Second, we need to speed up the development of health care services for the elderly Third, we should enrich commercial health insurance products Fourth, we need to cultivate relevant supporting industries and accelerate the development of key industries such as medical treatment, drugs, instruments and traditional Chinese medicine Comments: 1 The formation of major policies for the pharmaceutical industry is good The executive meeting of the State Council promoted the development of health service industry to the level of "effectively expanding employment, forming new growth points and promoting economic transformation and upgrading", which showed the important position of large health industry in national strategy 2 The health service industry has broad prospects and faces major development opportunities According to the situation in the United States, health services is the largest industry in the United States, accounting for 17.6% of the GDP in 2009 China's health service industry has just started, accounting for only about 5% of GDP With the acceleration of population aging and urbanization, the future market prospects are broad It is estimated that in 2013, the scale of China's large-scale health industry is expected to be close to 2 trillion yuan By 2016, the scale is expected to be close to 3 trillion yuan, ranking first in the world The relaxation of market access and the cultivation of relevant supporting industries will effectively promote the rapid development of health service industry 3 Policies accelerate the integration of the pharmaceutical industry and promote industrial upgrading In particular, the meeting pointed out that to promote the development of health service industry, the key is to increase supply, ensure quality and rely on reform and innovation Combined with the recent rectification of medical commercial bribery, the special rectification of the quality of traditional Chinese medicine, the promotion of new GMP, GSP certification and other policy information, the research report believes that the government's policy guidance is clear, while speeding up the development of key industries such as medical treatment, drugs, devices, traditional Chinese medicine, etc., through strict quality control and the encouragement and support of innovation, it will accelerate the survival of the fittest and promote the implementation of relevant enterprises Industry differentiation and integration, industry concentration will be further improved 4 We should be optimistic about the demand for basic drugs and medical devices brought about by the balanced allocation of medical resources at the grassroots level, the development prospect of traditional Chinese medicine industry with comparative competitive advantage and the medium and high-end generic drugs and medical devices industry with dual strategic significance of import substitution and export orientation, as well as the investment opportunities brought by the integration of traditional Chinese medicine services and medical commercial resources in the process of deepening medical reform Focus on the leading enterprises in the subdivided industries such as Yiling Pharmaceutical (002603), Huahai Pharmaceutical (600521), China Resources Sanjiu (000999), libon instruments (300206), Aier Ophthalmology (300015), Tongce medical (600763).