Hundreds of billions of markets are expected to open? Analysis of the development of rehabilitation medical industry driven by policy and demand.

Wen: Guo Wei's rehabilitation industry is a new industry with great market potential, which has important functions such as stimulating domestic demand growth, ensuring improving people's livelihood and improving quality of life.
At present, the construction of rehabilitation medical institutions in China is developing rapidly, the blue sea of rehabilitation medical treatment is open, the overall market prospect of rehabilitation industry is promising, and the development of rehabilitation industry has become and the time has come.
, the concept of rehabilitation medicine according to the concept of WHO, medicine is a preventive medicine - health medicine - therapeutic medicine - rehabilitation medicine "four-in-one" composed of a natural science to maintain health.
rehabilitation medicine is a first-level medical discipline which is side by side with clinical medicine and preventive medicine.
Figure 1 The six main types of diseases involved in the structural rehabilitation of medical "four-in-one" medicine are neurological diseases and disabilities, bone and joint muscle diseases and disabilities, cardiovascular and respiratory diseases, sensory and intellectual disabilities, mental disabilities, etc., which are positive complements to clinical medicine.
common treatment methods are physiotherapy (PT), operational therapy (OT), speech therapy (ST), psychotherapy, Traditional Chinese medicine, rehabilitation engineering, rehabilitation care, etc.
Figure 2 Rehabilitation medical treatment involves the development of the rehabilitation medical industry, which can help to make effective use of medical resources, sever the recovery period and the pressure of chronically ill people on hospitals, and ultimately achieve the goal of reducing medical expenses and providing more targeted health services.
II. The market demand of the rehabilitation medical industry from the perspective of the industrial chain of rehabilitation medical treatment, rehabilitation medical treatment to the mid-stream rehabilitation institutions as the core, upstream including rehabilitation equipment manufacturers and rehabilitation drug manufacturers, downstream is the need to receive rehabilitation treatment of various groups of people.
, however, China's rehabilitation medical industry is still in the early stages of development, facing problems such as insufficient supply, small scale of rehabilitation institutions and backward supporting equipment.
With the gradual transformation of national health and health work from a treatment-centered to a health-centered one in recent years, driven by factors such as the increasing aging of the population, the increase in the number of persons with disabilities, the increase in the prevalence of chronic diseases, the upgrading of the health consumption needs of the people and the support of national policies, the rehabilitation medical industry continues to release demand and has great room for development.
1 Summary of policies related to rehabilitation industry Source: Firestone Creation Collated according to public information, 2020.91. The aging of the population has intensified China has become one of the countries with the largest elderly population in the world.
By the end of 2019, China's population aged 60 and over had reached 254 million, accounting for 18.1% of the total population, of which 176 million were aged 65 and over, accounting for 12.6% of the total population, and the number of elderly people would continue to rise in the future.
With the extension of life expectancy, the risk of disability in the population is gradually increasing, the period of disability is increasing, China has long-term bedridden families accounted for about 8% of the total number of families in the country, tens of millions of families for the disabled elderly rehabilitation and care problems.
3 Data on the number and proportion of People aged 60 and over in China in 2015-2019 Source: Firestone Creation 2020.9 Figure 4 2018-2024 China's 60-year-olds and older Rehabilitation treatment needs and forecast data sources: Firestone creation according to public information, 2020.92. The base of the disabled population is largely based on the 2019 State Council Information Office issued "equality, participation, sharing: the new China's rights and interests of the disabled 70 years" white paper disclosed that China currently has 85 million disabled people, the world's largest disabled population.
The acceleration of the aging process of the population is accelerating the increase of the disability rate of our population, it is expected that by 2050 china's population disability rate may reach 11.31 percent, the total number of disabled people in the country will reach 165 million, such a large population size will bring serious challenges to China's social security system, medical security system, public health system.
3. The number of temporary dysfunction groups due to chronic diseases, traffic accidents and work-related accidents is enormous.
China has more than 200 million chronically ill patients, of whom there is a rehabilitation need of more than 10 million, because traffic and work-related accidents disabled people, the annual increase of more than 1 million, most of them have rehabilitation needs, the current hospital rehabilitation resources are less, and more people in need of rehabilitation, about 80% of the population do not receive rehabilitation treatment.
Taking cerebrovascular diseases, which are in greater demand for rehabilitation, as an example, there are 160 million cases of hypertension in China, 3.5 million new cases per year, and the after-effects of stroke caused by hypertension (half-body failure, language disorders, etc.) as high as 9 million cases.
In addition, inpatients generally have short-term rehabilitation care needs caused by temporary disability, according to the former Ministry of Health statistics, in hospitals at or above the county level, patients 50%-80% of the hospital time, life can not take care of themselves, in the district-level hospitals, the proportion of 30%-50%.
3. The market forecast for the development of rehabilitation medical industry in China is currently about 20 billion yuan (about 15 yuan per capita), compared with 20 billion yuan (about $80 per capita, excluding long-term care) in the U.S. rehab market. The market size of US$0 billion (about US$800 per capita, including long-term care) still has a lot of room, according to the domestic 200 million middle- and high-income people can reach the level of rehabilitation consumption in the United States, according to the per capita consumption of US$80, the future market size is expected to reach more than 100 billion.
according to the demand groups and application scenarios of the rehabilitation industry, rehabilitation, old-age care, medical care, education, family market will become an important development direction of the rehabilitation industry in the future.
the development of rehabilitation industry, rehabilitation equipment also appears a huge rigid demand, in recent years, China's rehabilitation equipment market demand shows an increasing trend year by year.
1. According to the 2019 Statistical Bulletin on the Development of the Cause of Persons with Disabilities in the Rehabilitation Market for Persons with Disabilities, there were 9,775 rehabilitation institutions for persons with disabilities in the country by the end of 2019, providing a total of 3.145 million persons with disabilities with various types of assistive devices for the year.
264,000 people are employed in rehabilitation institutions, of whom 29,000 are managers, 190,000 are professional and technical personnel and 45,000 are others.
the need for rehabilitation of persons with disabilities has spawned a huge market for equipment, and rehabilitation aids, especially prosthetics, orthotics and devices similar to rehabilitation robots, have become a type of rehabilitation equipment in greater demand.
5 Classification of causes of persons with disabilities who receive rehabilitation services in China in 2019 Source: Statistical Bulletin on the Development of The Cause of Persons with Disabilities, 2019, 2020.32. According to the judgment of the "Chinese Aging Trends Forecast Research Report" of the National Office on Aging, 2021-2050 is an accelerated aging phase of China's population, with the number of elderly people increasing by an average of 6.2 million per year, and by 2050, the total number of elderly people will exceed 400 million, and the aging level will reach more than 30%.
the increasing aging of the elderly will inevitably lead to the lack of self-care capacity of the elderly group continues to expand, the daily professional care needs and functional requirements are higher and higher, home environment interaction technology-related equipment and equipment to solve this problem is of great help.
3. A series of drivers of the great development of rehabilitation medicine in the United States at the end of the 20th century are taking place in China, including the aging of the population, the change in the way health insurance is paid, the transfer of patients from treatment hospitals to rehabilitation hospitals, the public's pursuit of a high quality of life, and technological progress.
Rehabilitation devices and equipment, such as electric upright beds, upright frames, balance bars, ankle orthodontic plates, lower limb power vehicles, and even exoskeleton rehabilitation robots required for exercise therapy; Instrument, cognitive impairment treatment instrument, physiotherapy room is used in the computer cervical traction treatment chair, lumbar vertebral traction bed, percuttive neuroelectrometer, electric needle instrument, audio electrotherapy chair, etc. , similar to different problems and sub-specialty related rehabilitation equipment will have more professional and personalized needs in the future.
4. According to the 2019 Statistical Bulletin on the Development of the Cause of Persons with Disabilities, there are 103 general high school classes (departments) in special education in China, with 8,676 students, of whom 6,083 are deaf, 1,629 are blind and 964 are blind.
145 secondary vocational schools (classes) for persons with disabilities, with 17,319 students, 4,337 graduates and 1,705 graduates with vocational qualifications.
, 12,362 persons with disabilities have been admitted to general institutions of higher learning and 2,053 persons with disabilities have been admitted to higher special education institutions.
As the state continues to increase its investment in special education, the number of special education institutions will continue to increase, the standards of rehabilitation training and rehabilitation education equipment equipped with special education institutions will continue to improve, and the demand for rehabilitation equipment for special education institutions such as hearing aids, special educational resources classrooms, employment and vocational training aids will be strong.
5. Home market home health care equipment products are a universal, miniaturized health care equipment, with pre-diagnosis, complementary treatment, health care, rehabilitation and other roles, especially suitable for the elderly.
the current "9073" old-age pattern in China is basically formed, that is, 90% of the elderly family care for the elderly, 7% of the elderly community care for the elderly, 3% of the elderly in the old-age service institutions.
, compared with the current rehabilitation equipment is still dominated by institutional demand, the family market is the true sense of the future rehabilitation equipment blue sea, there is a huge market potential and opportunities.
home medical device products such as medical bracelets, smart massage chairs, electronic thermometers, blood pressure meters, blood glucose testers, fat gauges, portable electrostectric monitors, etc. will be needed by more families.
at the same time, at this stage of the Internet head enterprises, pharmaceutical manufacturing enterprises, real estate enterprises, etc. are actively layout of health industry, the market is a blue sea, many business models.
background, the transformation into a rehabilitation industry service provider has become a strategic choice for some enterprises with lower threshold and time-trial situation. Table
2 Domestic distribution of rehabilitation industry listed companies source: Firestone creation according to incomplete statistics of public information, 2020.94, to promote the development of rehabilitation medical industry countermeasures suggest that in the future to promote the development of rehabilitation medical industry from market access, fiscal and taxation policies, factors and other aspects of measures to promote the development of rehabilitation industry, improve the top-level design, establish preferential policies to encourage social capital into the rehabilitation industry.
the layout of the industrial chain, medical devices can be one of the development priorities.
with the development of new technologies such as Internet, Internet of Things, big data and artificial intelligence, medical devices have ushered in high-end, intelligent, information innovation relative to pharmaceutical innovation.
Medical device production innovation cycle is short, quick results, low risk, seize the medical device industry domestic alternative imports and high technology innovation golden development period, strengthen medical device product innovation, especially the second and third types of project innovation, can be one of the key development directions of the rehabilitation industry.
also need to increase investment efforts to explore a variety of models of the rehabilitation industry, including optimizing the allocation of resources, layout of rehabilitation centers, planning rehabilitation industry projects, attract high-quality medical enterprises to invest.
Through the construction of rehabilitation industry-related technical equipment, industrial information services, talent network and other public service platforms, the integration of general hospitals, grass-roots communities and rehabilitation, old-age medical institutions, medical experts, rehabilitation physicians, rehabilitation therapists, rehabilitation nurses and other resources, to promote the rehabilitation industry key projects and the optimization of the industrial environment.
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