Release date: 2016-01-12 According to the “2016-2021 China Medical Institution Industry Market Prospect and Investment Strategic Planning Analysis Report†published by Prospective Industry Research Institute, with the implementation of the national grading diagnosis and treatment policy, big data is gradually popularized, and in the context of the increasingly difficult environment of the pharmaceutical market, Medical services will usher in four major development opportunities. Source: Prospective Network Urostomy Bag,Ileal Conduit Bag,Urostomy Bag Covers,Urine Ostomy Bag Wenzhou Celecare Medical Instruments Co.,Ltd , https://www.celecaremed.com
Opportunity 1: Specialized chain hospital specialty hospital chain hospital has the following operating characteristics: low entry threshold, short return period, clear medical needs, relatively small medical responsibility, focus on service quality, and can form differentiated competition with public hospitals. (Public hospitals have no policy inclinations in terms of specialties, and geographical expansion is limited). The standardization model of chain operations is highly reproducible and rapidly expanding.
Specialized chain hospitals are medical fields where social capital is relatively easy to enter. It is also the most mature and experienced model of business mode in the development of medical institutions, with high profitability and growth rate. In recent years, there have been many pharmaceutical giants in the field of specialist chain hospitals frequently adding codes, and some companies have risen with their good business. The domestic listed company Aier Ophthalmology is a successful case with high-quality genes in specialized chain enterprises.
From the category, beauty, plastic surgery, obstetrics and gynecology, ophthalmology and other professional fields have good prospects for development. The following are representative companies of some specialized chain hospitals:
Chart 1: Specialized chain hospital representative company category company Ophthalmology Aier Ophthalmology Department of Stomatology Tongxian Medical, Xianyi Pharmaceutical, (Bayer Dental, Jiamei Dental, Riel Dental)
Assisted reproductive policy, anorectal, Ma Yinglong, Department of Gastroenterology, Wuhan Jianmin Obstetrics and Gynecology (and beautiful women)
Pediatrics Changchun High-tech, China Resources Medical Plastics (Imerian Plastic Surgery)
Dialysis of Weigao, Sinopharm, Brain, China Resources, Sanjiu Nephrology, Three Refined Drugs, Fosun Star Medicine, Xinbang Pharmaceutical, Taihe Cheng Medical, Lu Shang Real Estate, (Guangzhou Fu Da Medical)
Source: Prospective Industry Research Institute Collaborative Opportunity 2: High-end medical institutions are high-end medical care services that are based on the basic medical needs of the hospital and meet the special medical needs of the masses, including name surgery, overtime surgery, and full-time care. , special needs wards, specialist clinics and other forms. Most of its predecessors are foreign clinics or high-ranking clinics. Because it canceled the identification and increased hospital revenue, it was considered an important measure for hospital reform.
With the increase in per capita income, diversified medical needs are expanding, and the potential for high-end medical care is very large. High-end medical services are guaranteed by service, which can meet the needs of high-income people for high-quality medical services. Because of the high medical expenses, they are generally paid by commercial insurance or at their own expense. At present, the development of first-tier cities such as Beishangguang is relatively rapid. Hejia Medical is China's first foreign-funded high-end medical institution and the leader of China's high-end medical services. It opened in Beijing in 1997 and has established hospitals and clinics in Beijing, Shanghai, Tianjin, Guangzhou and Wuxi.
Chart: characteristics of high-end medical services analysis of demand upgrades, service wins high-end medical care targeted at public hospitals, the positioning is clear, the key lies in service. The demand for health services for wealthy people and foreigners in China is often difficult for public hospitals to meet. This type of patient may have overseas medical insurance, or is completely insensitive to price, but requires high quality of service and privacy, or requires multilingual services. Public hospitals dominated by public welfare behaviors are unlikely to meet such needs.
Commercial insurance claims for high-end medical institutions generally have insurance direct payment agreements with a number of domestic and international insurance companies. High-end medical service institutions that target foreigners should generally have the qualifications of contract hospitals of several overseas insurance companies. High-end medical insurance is currently designed for a specific group of people, with high insurance coverage, breakthroughs in national social security drug restrictions, direct medical care, and coverage of medical expenses for global network hospitals, collectively referred to as “high-end medical insuranceâ€. The premium for high-end medical insurance generally starts at 5000-10000 yuan, and can reach tens of thousands of yuan or even more than 100,000 yuan. The maximum insurance amount can be as high as 2 million dollars a year.
The scale gradually expanded the high-end medical field, and Sino-foreign joint ventures or Sino-foreign cooperative enterprises dominated the market, and the market scale gradually expanded. In 2011, in the general hospital industry, there are 29 brands and nearly 100 high-end medical institutions in the three major cities of Beijing, Shanghai and Guangzhou, 90% of which are Sino-foreign joint ventures/cooperative enterprises. The growth rate of medical treatment in tertiary hospitals is higher than that in primary and secondary hospitals. The demand for medical services for residents is moving closer to the high-end. Taking Shanghai as an example, the market size in 2011 is 11 billion yuan, and in 2015 it will be close to 16.5 billion to 18.5 billion yuan.
Source: Forward-looking Industrial Research Institute. Opportunity 3: More and more businesses in the medical information healthcare industry rely on IT support, and the demand for information technology is accelerating. In 2009, the "Opinions of the Central Committee of the Communist Party of China and the State Council on Deepening the Reform of the Medical and Health System" used medical informationization as one of the "four beams and eight pillars" to support the new medical reform. According to the informationization promotion plan of the Ministry of Health in the 12th Five-Year Plan, medical informationization will be fully promoted in 2014-2015. In the next 3-5 years, the speed of medical information construction will continue to accelerate and enter a period of rapid growth.
Since 2011, the medical informationization M&A market has been active. After the Neusoft Group completed the largest domestic medical informationization M&A case at 111.4 million yuan in early 2011, Shanghai Kingdee Medical and Health Software acquired 81.48% of the shares of Guangzhou Huitong, and the acquisition of Sichuan SiXun Technology Co., Ltd. by Hejia shares involved medical informationization. 9 software copyright assets. The mergers and acquisitions of major software vendors have better completed the company's preliminary layout in the field of medical information.
Chart: Medical Informatization on behalf of the company name Medical information business Neusoft Group provides hospital IT management platform, free medical equipment, personal comprehensive health management.
Weining Software
The only A-stock medical information professional company with complete product line and rich experience in project operation. The HIS business of Donghua Software High-end Hospital has obvious advantages. It has covered a number of large-scale top three hospitals in China, and has developed a regional medical informationization solution. The goal is to establish a regional collaborative medical sharing platform to realize information exchange and health resource sharing among medical institutions, between individuals and medical institutions.
UFIDA's UF Medical focuses on medical information, and together with IBM to create a medical information platform Wanda Information leads the market in the area of ​​regional health information based on community health records.
Source: Forward-looking Industrial Research Institute. Opportunity 4: Mobile medical mobile healthcare has overturned the traditional lifestyle that people used to go to hospitals to “see a doctorâ€. You can listen to your doctor's advice anytime, anywhere and get a variety of health-related information. The addition of mobile communication technology saves the time and cost of registering, waiting in line, and even taking the transportation to the hospital, and more effectively guiding people to develop good living habits and treating diseases as disease prevention.
Mobile medical application App has a potential market, and the market will grow in the future. With the popularization of mobile terminals such as smart phones, the demand for mobile medical applications is growing. At present, domestic terminal sensing devices and application development are relatively few, and application development is the key to the launch of the mobile medical market. In addition, there are market opportunities in large-scale medical data storage management and mobile medical information security.
Chart: Mobile Medical APP on behalf of the enterprise representative enterprise application field Chun Yu doctor professional mobile phone doctor question and answer software apricot forest medical literature professional inquiry good doctor disease management, medical information clove garden drug management amnesty female menstrual health
5U family doctor private doctor, maternal and child health
The pharmaceutical industry has entered the revolutionary period of medical services, ushered in four major opportunities