In-depth analysis report: The medical information field is catching up with excellent investment opportunities
The realistic background of grading diagnosis and treatment is the medical problems such as difficult medical treatment and expensive medical treatment . From the rhythm and intensity of policy introduction, it will be an irreversible trend for medical resources to sink due to grading medical treatment in the next 2-3 years. Can not be wishful thinking, the training of general practitioners and the establishment of medical informationization is the key to achieving the first consultation at the grassroots level. This month, CITIC Jiantou launched a series of reports on grading diagnosis and treatment. The author selected the core content, and will focus on the investment opportunities of medical informationization under the trend of grading diagnosis and treatment from the 9th direction. This report is the first one. The whole industry will be sorted out from the sub-sectors that benefit from other medical treatments such as telemedicine , mobile medical , third-party diagnosis, and grassroots hospital construction. 1. Informatization is one of the key elements to promote graded diagnosis and treatment In 2014, China's total population over 65 years old accounted for more than 10% for the first time, and it is expected to account for more than 20% by 2020. The next 10 years will be a process of rapid entry into a deep aging process, accompanied by an increase in spending power and awareness. The demand for medical services is rapidly increasing. From the supply side, the providers of medical services are divided into two categories: primary medical institutions and hospitals. According to the statistics of the 2015 Statistical Bulletin, the number of primary medical institutions per million people is 34 times that of hospitals, but the former only accounts for 34 times. The 56% of the total number of people attending the clinic has the real problem that the hospital is the first choice for everyone to seek medical treatment. The problem of difficult medical treatment and expensive medical treatment arises. In September 2015, the State Council issued the "Guiding Opinions on Promoting the Construction of Graded Diagnosis and Treatment System", marking the beginning of the comprehensive deployment of grading diagnosis and treatment. The goal is to gradually improve the grading diagnosis and treatment system in 2017, the first diagnosis at the grassroots level, two-way referral, rapid division and treatment, and up and down The coordinated graded diagnosis and treatment model is gradually formed. In terms of specific indicators, the proportion of diagnosis and treatment in primary health care institutions accounts for ≥65% of the total number of medical treatments; the annual growth rate of referrals from secondary and tertiary hospitals to primary health care institutions and chronic disease medical institutions is above 10%. There is a big gap between the actual data and the current situation. It can be expected that relevant rules will be issued in various places in the next 1-2 years to promote the further landing of graded diagnosis and treatment. The policy can not be wishful thinking. The training of general practitioners and the improvement of medical informationization are two key factors in promoting graded diagnosis and treatment. The former involves more education construction within the system, while the latter means further industry. upgrade. Medical informatization itself is not a new concept. The 2009 new medical reform program "Opinions of the Central Committee of the Communist Party of China on Deepening the Reform of the Medical and Health System" (China will build a public health service system, medical service system, medical security system, and medicines covering urban and rural residents). The supply security system will form a four-in-one basic medical and health system. At the same time, it will also improve the eight major institutional mechanisms of medical management, operation, investment, price formation, supervision, science and technology and talent protection, information systems, and legal systems. Four beams and eight columns") proposed medical informationization as one of the "four beams and eight pillars" supporting the reform of the medical and health system. The investment of local governments has enabled the listed companies represented by Weining Health to have sufficient development. The reasons for this time point of attention: 1. From the perspective of the development stage of the industry, it is still in the rising stage of the economy and is reflected in the financial data of each listed company; 2. The medical reform policy represented by graded diagnosis and treatment is accelerating the development of the industry. The overall securitization rate of the industry is continuously increasing, accompanied by the integration of the industry; 3. The clarity of relevant policies has made the government no longer the only party. The market cake has become larger and it has also brought about the derivation of the medical information company's business model. Beauty Tools,Best Beauty Tools,Beauty Care Tools,Hair Straightening Comb Shenzhen Jie Zhong Lian Investment Co., Ltd. , https://www.szmeizons.com.png)
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