Diversified management of medical services is expected to form whether enterprises can get the share depending on their strength

2013-10-23 source: Information Times recently, the State Council issued several opinions on promoting the development of health service industry (hereinafter referred to as "opinions") to make a clear statement, and strive to achieve a total scale of health service industry of more than 8 trillion yuan by 2020 Industry insiders predict that the annual compound growth rate of health service industry will not be less than 14% in the next seven years, and many pharmaceutical companies will take relevant actions next It is worth noting that the opinion defines the main tasks of vigorously developing medical services in China in the future, and calls for accelerating the formation of a diversified pattern of medical services and implementing various preferential policies to encourage social medical services In this regard, some analysts pointed out that although the business opportunities are very large, but the coverage is also very wide, whether we can get dividends depends on the strength of the enterprise Medical service enterprises will benefit the most after the release of the opinion, and the medical and pharmaceutical shares "Rose" On October 15, several stocks including jiankangyuan, Dongbao biology, etc rose by more than 9%, five stocks including Jinling pharmaceutical, Lukang Pharmaceutical, etc rose by more than 9% After the opening of Aier Ophthalmology, the stock price touched the limit of rise, but then fell back, rising by 5.04% on that day The opinion defines eight tasks of vigorously developing medical services, health care services for the aged, medical commercial insurance, third-party testing, medical devices, medical informatization, etc Several major securities companies are optimistic about the future prospects of the pharmaceutical industry They all agree that after the "opinions" is issued, the medical service enterprises will be the biggest beneficiaries According to the analysis of Societe Generale Securities Research Report, "good medical services bear the brunt first" From the perspective of investment, it is suggested to give priority to medical service enterprises (such as Aier Ophthalmology) and medical device enterprises (sannuobi and Hejia shares) that benefit from industrial policies and whose current performance growth is determined At the same time, pay attention to Tongce medical (medical service), Dean diagnosis (clinical examination outsourcing), tiger medicine (R & D outsourcing), Yuyue medical (household rehabilitation equipment), Fosun medicine (medical service industry investment), Tongrentang (retail pharmacy Chinese medicine sitting Hall) and other relevant targets Bank of China International Securities also said that the opinions are good for the companies involved in the medical service industry, including aer Ophthalmology, Tongce medical, Fosun medical, Ma Yinglong, Jinling pharmaceutical, Duyiwei, China Resources 39, Xinhua medical, and Furui Private hospitals will usher in the development opportunity The opinion points out that we should relax the market access of for-profit hospitals, implement various preferential policies to encourage social hospitals, treat private hospitals as public hospitals in social security fixed point, title evaluation, grade evaluation, technical access, etc., with the purpose of diverting patients and alleviating the difficulty of medical treatment BOC International Securities said that it is the top priority of the opinions to encourage all kinds of social capital to run medical service institutions Guotai Junan Securities Research Report also analyzes that private hospitals will have an opportunity to develop medical services "National policies give private capital room to play." In response, Li Junlin, President of Guangzhou Chang'an hospital, said that this national policy can promote both public hospitals and private hospitals, so that they can compete on the same line "It can be predicted from the favorable policies that more civil society capital will enter the medical field, increase investment in hospitals and intensify competition Medical service institutions can only seize market share by improving the level of medical technology " In this process, the people will benefit the most They will enjoy higher medical services and more affordable prices He also pointed out that lowering the access threshold of private hospitals is in line with the guidance of the big policy, because it is necessary to change the medical habits of the common people: the serious diseases enter the big hospitals, the minor diseases are solved in the community hospitals, the pressure of the heavy burden of the big hospitals is reduced, and the difficulty of the common people to see a doctor is also alleviated Of course, national policies are the general direction and principle, and it will take a certain time and process for local rules to be issued According to Wu Shijun, Secretary of the board of directors of Aier Ophthalmology, whether there is bonus or not depends on the strength of the industry There are many "dry goods" in the opinions released by the State Council, which are highly targeted for chain medical institutions with scale and brand, and will greatly promote the health industry In the long run, in such a policy and market environment, a group of world-class medical groups will emerge in China in a few years However, Wu Shijun also believes that not all institutions can receive dividends, "whether to take advantage of Dongfeng's rapid development needs the support of talent reserve and development strategy" Obviously, aer eye group is ready for the talent reserve In May 2013, Aier Eye group, together with Central South University, established Aier Eye College of Central South University to train high-level ophthalmologists Secondly, "good policies should be coordinated with good internal agents" Wu Shijun's emphasis should refer to the enterprise's strategic development mode According to Aier ophthalmology China Daily, since the IPO in 2009, the number of hospital outlets operated by Aier Ophthalmology Group has increased from 19 to 49, and the chain hospital network covers 23 provinces (municipalities) in China In terms of enterprise strategic development, Tongce medical is expected to cooperate with licensed public hospitals to enter the assisted reproduction market quickly in the future; Fosun medical has successively acquired Guangzhou Nanyang cancer hospital and Foshan Chancheng District Central Hospital, the top three hospital; Kaiyuan investment, Xinhua medical, Duyiwei, Xinbang pharmaceutical, etc are also actively involved in private hospitals