The State Council has determined that key pharmaceutical listed companies will benefit from this year's medical reform

Source: on March 26, 2014 in the securities times, Premier Li Keqiang presided over the executive meeting of the State Council, which determined the key work of deepening the reform of the medical and health system this year, and proposed to reduce the "foreign shareholding limit of joint venture and cooperative medical institutions" Securities Times reporters interviewed a number of industry insiders, who generally believed that this year's pharmaceutical reform will focus on the "public hospital reform", the most difficult bone to gnaw, and listed pharmaceutical and medical service companies will continue to benefit systematically in the future Li Keqiang pointed out at the meeting that medical reform is an important part of comprehensively deepening reform In the next step, we should continue to increase investment, pay attention to the role of the market, implement the three linkage of medical treatment, medical insurance and medicine, strengthen public health services, and promote the in-depth development of medical reform, so that the people can benefit, the medical staff are encouraged, and the funds are sustainable It is understood that the next step of medical reform will focus on promoting the construction of the national medical insurance system, accelerating the reform of public hospitals, orderly relaxing the access of social forces to run hospitals, improving the basic drug system, and regulating the order of drug circulation Chen Guodong, a researcher in the pharmaceutical industry of nisin securities, told the securities times that the key points of medical reform mentioned this time had been mentioned before As for the reform contents mentioned in the contents, such as "the construction of the national medical insurance system" and "the improvement of the basic drug system", he said, "the medical reform contents, such as the national medical insurance system and the basic drug system, are the easiest to implement Since 2004, the medical reform has been almost implemented For example, universal health insurance, including the new rural cooperative medical insurance, the coverage area of China's health insurance has reached more than 90% " Chen Guodong believes that this will be the direction of the future reform According to Chen Guodong, at present, in the market, the medical service sector is relatively hot, which is precisely because of the market's expectation for the direction of reform "The introduction of social capital to run hospitals and the cancellation of drug mark up in public hospitals are the general trend In the future, the progress of this reform will be accelerated The main development direction of hospitals in the future is medical services Some provinces and cities have begun to try to cancel drug mark ups in hospitals and increase the profitability of medical services " Chen Guodong told reporters that at present, some listed companies such as Aier ophthalmology and Fosun Pharmaceutical have arranged medical service business in advance It is understood that the reform of public hospitals is the most important part of medical reform In the national "two sessions" just ended, promoting the in-depth development of medical reform has once again become the most eye-catching word in the field of medical and health care And the city public hospitals, which concentrate more high-quality resources and are more difficult to reform, are still the biggest breakthrough of medical reform On March 5, Premier Li Keqiang pointed out in the work report of the government that in 2014, we should promote the development of medical reform in depth, among which we should expand the pilot of comprehensive reform of urban public hospitals Li Bin, director of the national health and Family Planning Commission, also said that this year it will expand to at least one city in every province to carry out comprehensive reform of public hospitals In the focus of reform announced yesterday, Li Keqiang pointed out that the access of social forces to run medical services should be relaxed in an orderly manner, and equal treatment should be given to fixed-point medical insurance, professional title evaluation, grade evaluation, etc We will implement the policy of multi-point practice for doctors, and at the same time, we will focus on reducing the restrictions on the proportion of foreign shares held by joint venture and cooperative medical institutions It is understood that at present, many provinces and cities are trying to bite the hard bone of "public hospital reform" Recently, Guangdong has made new breakthroughs in deepening the reform of the medical and health system The restructuring plan of the Sixth Affiliated Hospital of Sun Yat sen University has recently been approved by the provincial government The Institute will introduce private capital and explore a new mode of mixed ownership Liu Yaming, an analyst with Founder Securities in the pharmaceutical industry, told the securities times that there are more than 2800 county-level administrative divisions in China, covering more than 50% of the country compared with the previous reference to "covering 1000 counties", covering a wider range This medical reform is a sustained good for the pharmaceutical industry, which has been expected to gradually materialize Jiang Guangce, a professional investor, also said in an interview with the securities times that deepening the content of medical reform has further met the needs of the people for medical services in general, and listed pharmaceutical companies will benefit systematically