Medical and health sector investment and financing fever, the industry shows 4 major trends.

"Pharmaceutical Network Market Analysis" In recent years, with the upgrading of people's consumption level, as well as the aging of the population, the release of industry policy dividends, the field of medicine and health continues to be hot, attracting the layout of many institutions.
, especially since this year, by the special period of the impact of the medical and health industry ushered in a major outbreak.
IT Orange's "First Half 2020 China Healthcare Investment and Financing Analysis Report" (hereinafter referred to as the "Report") shows that in the first half of 2020, the number of domestic health care sector corporate financing as a proportion of the industry has jumped to 16%, and the average single investment significantly increased.
the past year (June 2019-May 2020), there have been 1,333 investment and financing incidents in the pharmaceutical and health sector, according to CVSource.com.
, the pharmaceutical sector accounted for 45% of the total, 600 cases.
medical devices and medical services followed closely behind, with 301 and 203 investment and financing incidents, accounting for 23% and 15%, respectively.
, in the medical technology, medical information and other fields, there have been some financing events.
From the point of view of investment institutions, Sequoia Capital, IDG Capital, Junlian Capital, Shenzhen Venture Capital and other large institutions have continued to be optimistic about the field of health care and continue to make efforts, in the past year, the number of investment projects of these institutions reached about 10.
of these projects, Junlian Capital sold as many as 14 projects.
can be seen in these private equity firms in the field of medicine and health.
industry shows four major trends one: "Internet plus medical" ushered in opportunities.
This year, affected by the special period, "Internet plus medical" model quickly into people's vision and gradually accepted and recognized by people, users used to start health, industry-good policies also support the development of the Internet medical industry.
from the representative investment and financing transactions, in March this year, the Internet medical company Dr. Chunyu added Sogou as a shareholder, Sogou's stake in Dr. Chunyu reached 6.39 percent.
trend two: "Medical and technology" brings a new model.
industry believes that "medical and technology" corresponds to PE/VC capital's possible focus on new models and products.
, in addition to the "medical plus technology" products and services that attract capital attention, the application of IoT technology in the medical field also creates more possibilities.
trend three: the process of domestic replacement of medical devices will be accelerated.
Since this year, the medical device market has been growing at a high rate, Gree, Huawei, Haier, Ali, Tencent and many more "outsider" enterprises into the field of medical devices, with intelligent AI, Internet of Things, 3D printing technology continued to advance, cake big, high unit price, high gross margin of medical devices has become the focus of multi-industry giant layout.
, however, the domesticization rate of domestic medical device sub-sectors is low, and imported products still account for the majority of the market share.
, the industry believes that domestic substitution is still the main investment line for some time to come.
trend four: future IPOs are expected to increase further.
it is understood that since the opening of the board in 2019, the number of IPOs in China's medical and health sector enterprises rose, the first half of this year affected by the special period of the IPO speed slowed down, but the number of IPOs is still as high as 24.
analysts believe that in the future, with the landing of the new three-board listing system, the future of domestic medical and health sector IPOs are expected to further increase, domestic medical technology will usher in rapid development.
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