Health and Family Planning Commission and Ministry of industry and information technology: focus on promoting the use of domestic medical equipment

Source: 21st century economic report 2015-8-31, 13th five year plan for pharmaceutical industry and health care The development plan has been basically completed, and high-performance medical devices have been identified as one of the key breakthrough areas The notice on the implementation of major engineering packages to enhance the core competitiveness of the manufacturing industry published on the website of the national development and Reform Commission also provides an implementation plan for the practical implementation of the key project of high-end medical devices From the middle and late August, the listed companies of medical devices began to intensively publish the China Daily As of August 28, 20 of the 23 listed medical device companies have published the China Daily After combing the performance of medical devices listed companies in the first half of the year, the reporter found that the phenomenon of rapid growth in main business but lagging behind in total profits is widespread This is supported by the data of the first half of the year from the Department of consumer goods industry of the Ministry of industry and information technology of the people's Republic of China According to the data from the Ministry of industry and information technology, although the growth rate of the main business income of medical equipment and equipment manufacturing in all pharmaceutical industries is the fastest 12.05%, the growth rate of its total profit is only 4.71%, which belongs to the backward level in all sub industries of the pharmaceutical industry The 21st century economic report reporter learned from a number of industry insiders that the rapid growth of sales, management, financial and other costs is the main reason for the lag of profit growth of medical device companies Recently, the 13th five year development plan for medical industry and health care has been basically completed, and high-performance medical devices have been identified as key breakthrough areas This is good for the medical device industry with weak foundation and low profit contribution China's medical device manufacturers are mainly middle and low-end products, showing the characteristics of "more, small, high and weak", and the pattern is facing reconstruction Recently, high cost companies devoured profits, and listed companies of medical devices began to intensively publish the China Daily According to the classification of Shenwan secondary industry, there were 23 listed companies of medical devices As of August 28, 20 of them had disclosed the China Daily According to wind data, the net profits of 20 listed companies that have been announced belong to the shareholders of the parent company are all positive, but the net profits of libon instruments after deducting non profits are 13.62 million yuan According to the order from high to low, the net profits of Lepu medical, Yuyue medical and dongfulong are in the top three, respectively RMB 288 million, RMB 252 million and RMB 199 million According to the statistics of 21st century economic report, in the first half of this year, the net profit of 15 listed companies increased year on year, among which Qianshan Pharmaceutical Machinery Co., Ltd., kailitai and China Resources Wandong Co., Ltd had the highest growth, with the net profit increasing by 214.6%, 154.4% and 84.4% respectively Taking kailitai as an example, the reason why the net profit in the first half of the year can increase 1.5 times year-on-year is that in the first half of the year, the merger and acquisition of Adil and Eason technology helped the listed companies realize the double high-speed growth of sales revenue and net profit, which also met the profit expectation after the merger However, the net profit of five companies decreased year-on-year, among which Libang instrument dropped the most, reaching 61.8%; Paulette and truking technology also dropped 46.3% and 29.5% According to pharmaceutical and biological analysts of a listed securities firm, libon instrument lost nearly 14 million yuan after deducting Africa, mainly due to the increase of market and sales investment, with the period expense rate increasing by 7% year-on-year, which resulted in a 3% year-on-year decrease in gross profit rate "In fact, it's not only the Li Bang instrument, but also sannuo biology The growth of selling expenses, management expenses and financial expenses has led to a greater impact on the net profit of these companies while their revenue keeps growing " A listed securities analyst pointed out to reporters that the slightly rising cost rate is a common performance of the medical device industry in the first half of this year The rising cost is also a reason for slowing down the growth of total profits in the industry This also happened to Yangpu medical The 21st century economic report found that its main business income in the first half of 2015 was 231 million yuan, an increase of 18.36% over the same period of last year, but the income attributable to the parent company decreased by 6.7% The main reason is that the company's sales expenses increased by 29.69% due to the promotion expenses of new products and the salary increase of sales personnel Meanwhile, the financial expenses increased by 226.37% for the purpose of M & A of overseas Chinese and financial leasing business 21st century economic reporter also learned from relevant channels that compared with the same period last year, the sales expense rate, management expense rate and financial expense rate of the medical device industry in June increased by 0.93, 0.62 and 0.04 percentage points respectively The foundation of medical devices in China is weak Although the performance of listed companies of medical devices in the first half of the year is generally good, on the whole, there are congenital deficiencies and weak foundation of medical devices No matter the business income or profit accounts for the "volume" of the whole pharmaceutical manufacturing industry, it is not superior A research report of Shanghai Securities entitled "investment strategy of medical device industry in August 2015: focusing on stable individual shares of performance growth in China Daily News" pointed out that in the first half of this year, the medical device industry achieved a cumulative operating revenue of 108.092 billion yuan, a total cumulative profit of 9.244 billion yuan, and a cumulative operating revenue and profit growth rate of 12.05% and 4.71% respectively During the same period, the pharmaceutical manufacturing industry achieved a total operating revenue of 1173.551 billion yuan and a total profit of 120.710 billion yuan, with a growth rate of 8.76% and 13.55% respectively A very important reason is that the domestic high-end medical device market is almost controlled by multinational enterprises In the field of medical devices, the market share of foreign and domestic medical devices is about 7:3 Recently, an agreement reached by WTO has made multinational enterprises that occupy the leading position in the medical device industry "more powerful" According to the agreement, 201 information technology products will be subject to zero tariff gradually within three years, including some medical equipment, such as MRI machine, CT scanner, etc Moreover, the multinational enterprises that occupy the largest position in the medical equipment industry "add wings to the tiger" Obviously, a few foreign brands monopolize the middle and high-end medical device market, while the price of imported medical devices, maintenance and consumables remain high, which leads to the rising medical cost, aggravating and aggravating the problem of "expensive medical treatment" According to statistics, there are more than 15000 medical device manufacturers in China, but 90% of them have a revenue scale of less than 20 million yuan Their products are mainly low-end consumables and low-end equipment, while high-end medical devices such as CT, MRI and pet are basically monopolized by foreign products China's medical device manufacturers are generally in a small-scale, low-end products oriented situation, showing the characteristics of "more, small, high, weak" "Local medical device enterprises mainly imitate foreign technologies or act as agents of foreign-funded enterprises, but they do not master core technologies Limited by product research and development, the quality of high-end products of local enterprises can not keep up, and there are also hardware problems of some devices, so it is impossible to make it bigger " Shi lichen, director of Beijing Dingchen pharmaceutical consulting, told 21st century economic news At the same time, the reporter also learned that the price of imported medical equipment in China is almost twice the price of foreign ones, and the purchase cost of public enterprises often exceeds that of private enterprises "It's caused by multiple factors Purchasing by private enterprises will certainly bring down the price to the lowest level, but in public procurement, suppliers in each link have to pay communication costs, which leads to that only by raising the price can the cost be balanced " Chen Hongyan, Secretary General of the medical equipment branch of China Medical Materials Association, told reporters It can be seen from the breakthrough of high-performance medical devices that the growth rate of medical device income is relatively fast in the whole pharmaceutical manufacturing industry, but the total income of medical device industry accounts for a relatively low proportion in the whole pharmaceutical manufacturing industry "This is mainly due to the following reasons: first of all, the medical device industry in China is dominated by low-end products, which leads to a good growth in business income, but a weak growth in profit; second, the internal competition in the medical device industry is more intense, the homogeneity of the industry is higher, and the existence of vicious price pressure makes the sales volume rise, but the profit is still low." The Research Report of the above-mentioned securities companies further pointed out that the growth rate of the total profit of the medical device industry is relatively low in the pharmaceutical manufacturing industry, far lower than that of the chemical and biological products industries The good news is that this situation will change as high-performance medical devices are identified as the key breakthrough areas of the national "13th five year" development plan Analysts pointed out that it is expected that relevant departments will issue more policies to support the development of high-performance medical devices, and medical device enterprises may face historical opportunities of industrial restructuring Recently, the 13th five year plan for the development of pharmaceutical industry and medical health has been basically completed, and high-performance medical devices have been identified as one of the key breakthrough areas The notice on the implementation of major engineering packages to enhance the core competitiveness of manufacturing industry published on the website of the national development and Reform Commission also provides an implementation plan for the practical implementation of the key project of high-end medical devices Miao Wei, Minister of the Ministry of industry and information technology, said that in order to promote the development of domestic medical equipment industry, an incentive mechanism for active use of domestic medical equipment will be established Li Bin, director of the national health and Family Planning Commission, also said that it will focus on promoting the application of domestic medical equipment in top three hospitals, accelerating the development of domestic medical equipment, promoting the popularization and application, giving full play to the comparative advantages of domestic enterprises, reducing medical costs, effectively curbing the unreasonable growth of medical expenses and reducing the burden on patients.