The acceleration of medical reforms in the Mainland has led to the recent introduction of a new policy by the Central Government to help the development and transformation of the medical industry. Among them, the Ministry of Health of China released a report saying that over the next eight years, an investment of up to 400 billion yuan (renminbi, the same below) will be launched, involving 7 major medical system major projects, and it is expected that industries such as medical device and drug R&D can be divided into cups.
The Ministry of Health issued the "Healthy China 2020 Strategic Research Report" on August 17 and pointed out that in the next eight years, major projects with an investment of up to 400 billion yuan will be launched. “China Enterprise†quoted Dong Shigao, a medical analyst at the Foresight Industry Research Institute, pointing out that such a large-scale medical investment plan is still the first time in the Mainland. Although the investment planning period is as long as 8 years, the average annual investment amounted to 50 billion yuan, which is 10 times the scale of investment in 2008.
In the field of high-tech medical equipment and Other fields, “China Enterprise News†pointed out that the investment funds mainly flowed into the medical industry. Among them, the county hospital construction plan is the largest and the investment scale is as high as 109 billion yuan. Dong Shigao pointed out that the renovation of equipment and equipment at county-level hospitals is expected to become the bright spot for the growth of the next medical infrastructure market. High-tech medical device and equipment R&D vendors will directly benefit.
In addition, the county hospital construction action plan can indirectly promote the development of the surrounding industries. The report of the Chinese blonde hair watch believes that the reform of the county-level hospitals can initiate the demand for primary medical care, and that continuous investment will promote the release of terminal demand, in other words, with the county The hospital will implement reforms and the public’s demand for drugs will also increase.
Anbang consulted Xia Qingzhi, a research fellow in the pharmaceutical industry. The introduction of special funds by the Central Government should be able to drive the matching investment of the relevant local governments, ultimately creating leverage and attracting more investment.
According to statistics, the market size of medical equipment in 2011 was about 120 billion yuan, and the compound annual growth rate from 2000 to 2010 was 21.3%. The future is expected to maintain rapid growth. By 2015, the material market size will exceed 300 billion yuan.
Population ageing drives health care spending Morgan Stanley pointed out that per capita health care-related spending per year in China increased by a factor of three between 2001 and 2010 as the central government increased investment in health care. At the same time, due to the ageing of the Chinese population, it is expected that by 2015, there will be 1 out of every 6 people aged 60 or above and the elderly population will be 220 million people. Morgan Stanley expects that the aging of the population in the Mainland alone will have enabled drug-related expenditures to increase by 8% by 2015.
The central government encourages reorganization to take advantage. However, due to the great competition among mainland pharmaceutical companies, profitability of pharmaceutical companies is often affected by price adjustments. Essence Securities believes that the unique efficacy of pharmaceuticals and the emphasis on innovative R&D will become a breakthrough for drug companies.
At the same time, the central government also encourages pharmaceutical companies to restructure mergers and acquisitions. According to analysis by the Financial Times, during the 12th Five-Year Plan period, the development of the pharmaceutical industry will be dominated by integration and reorganization, with the goal of becoming bigger and stronger, and increasing industrial concentration. From this, it is inferred that the leading pharmaceutical companies with large scale and leading market share are expected to benefit the most in the industry restructuring tide.
Strong R&D pharmaceuticals stocks have a wide range of medical stocks listed in Hong Kong. Even if the central government plans to launch a major special project of the seven major medical systems with an investment scale of RMB 400 billion in the next eight years, investors should pay more attention when selecting stocks. Strong pharmaceutical companies with strong research and development capabilities.
Among the many pharmaceutical stocks, some companies mainly produce generic drugs. Generic drugs are drugs that other companies copy after the expiration of the patent period of a certain drug. This market is always competitive.
In addition, there are also individual pharmaceutical stocks that produce intermediates (semi-finished medicines) and raw material medicines (raw materials used to produce medicines). China Pharmaceutical (01093) once pointed out that the price and profitability of these two products fluctuate. The vitamin C and antibiotics they produce have been adversely affected by the oversupply and low prices in recent years. Therefore, the company actively acquired the proprietary pharmaceuticals business. Reduce dependence on intermediates and APIs.
The advantages of traditional Chinese medicine and bio-pharmaceuticals are the same as those of other industries. Self-development is the way out for enterprises. In the pharmaceutical industry, companies engaged in Chinese medicine and biopharmaceuticals are more worthwhile. There are undoubtedly certain advantages in the development of traditional Chinese medicine products from the Mainland. In addition, biopharmaceuticals are also one of the new industries supported by the central government.
The Mainland Bohai Securities pointed out that the Chinese medicine injection with clear composition, safety and reliability is the main direction of Chinese medicine modernization in the next 20 years. Shenwei Pharmaceutical (02877) and China Biopharm (01177) are the leading manufacturers of TCM injections.
In addition, in the hospital market, cardio-cerebrovascular diseases, anti-tumor diseases, and respiratory diseases are the three types of proprietary Chinese medicines with the highest doses of drugs. It is also worth noting that medical stocks that attack these areas are worthy of attention.
For medical devices, Haitong Securities pointed out that the industry has five major development areas during the period of the 12th Five-Year Plan period. Among them, the prevention sector will focus on products such as blood pressure and cardiovascular and cerebrovascular diseases. Therefore, companies involved in the manufacture of blood purification products, such as Weigao Shares (01066) can pay attention.
The Ministry of Health issued the "Healthy China 2020 Strategic Research Report" on August 17 and pointed out that in the next eight years, major projects with an investment of up to 400 billion yuan will be launched. “China Enterprise†quoted Dong Shigao, a medical analyst at the Foresight Industry Research Institute, pointing out that such a large-scale medical investment plan is still the first time in the Mainland. Although the investment planning period is as long as 8 years, the average annual investment amounted to 50 billion yuan, which is 10 times the scale of investment in 2008.
In the field of high-tech medical equipment and Other fields, “China Enterprise News†pointed out that the investment funds mainly flowed into the medical industry. Among them, the county hospital construction plan is the largest and the investment scale is as high as 109 billion yuan. Dong Shigao pointed out that the renovation of equipment and equipment at county-level hospitals is expected to become the bright spot for the growth of the next medical infrastructure market. High-tech medical device and equipment R&D vendors will directly benefit.
In addition, the county hospital construction action plan can indirectly promote the development of the surrounding industries. The report of the Chinese blonde hair watch believes that the reform of the county-level hospitals can initiate the demand for primary medical care, and that continuous investment will promote the release of terminal demand, in other words, with the county The hospital will implement reforms and the public’s demand for drugs will also increase.
Anbang consulted Xia Qingzhi, a research fellow in the pharmaceutical industry. The introduction of special funds by the Central Government should be able to drive the matching investment of the relevant local governments, ultimately creating leverage and attracting more investment.
According to statistics, the market size of medical equipment in 2011 was about 120 billion yuan, and the compound annual growth rate from 2000 to 2010 was 21.3%. The future is expected to maintain rapid growth. By 2015, the material market size will exceed 300 billion yuan.
Population ageing drives health care spending Morgan Stanley pointed out that per capita health care-related spending per year in China increased by a factor of three between 2001 and 2010 as the central government increased investment in health care. At the same time, due to the ageing of the Chinese population, it is expected that by 2015, there will be 1 out of every 6 people aged 60 or above and the elderly population will be 220 million people. Morgan Stanley expects that the aging of the population in the Mainland alone will have enabled drug-related expenditures to increase by 8% by 2015.
The central government encourages reorganization to take advantage. However, due to the great competition among mainland pharmaceutical companies, profitability of pharmaceutical companies is often affected by price adjustments. Essence Securities believes that the unique efficacy of pharmaceuticals and the emphasis on innovative R&D will become a breakthrough for drug companies.
At the same time, the central government also encourages pharmaceutical companies to restructure mergers and acquisitions. According to analysis by the Financial Times, during the 12th Five-Year Plan period, the development of the pharmaceutical industry will be dominated by integration and reorganization, with the goal of becoming bigger and stronger, and increasing industrial concentration. From this, it is inferred that the leading pharmaceutical companies with large scale and leading market share are expected to benefit the most in the industry restructuring tide.
Strong R&D pharmaceuticals stocks have a wide range of medical stocks listed in Hong Kong. Even if the central government plans to launch a major special project of the seven major medical systems with an investment scale of RMB 400 billion in the next eight years, investors should pay more attention when selecting stocks. Strong pharmaceutical companies with strong research and development capabilities.
Among the many pharmaceutical stocks, some companies mainly produce generic drugs. Generic drugs are drugs that other companies copy after the expiration of the patent period of a certain drug. This market is always competitive.
In addition, there are also individual pharmaceutical stocks that produce intermediates (semi-finished medicines) and raw material medicines (raw materials used to produce medicines). China Pharmaceutical (01093) once pointed out that the price and profitability of these two products fluctuate. The vitamin C and antibiotics they produce have been adversely affected by the oversupply and low prices in recent years. Therefore, the company actively acquired the proprietary pharmaceuticals business. Reduce dependence on intermediates and APIs.
The advantages of traditional Chinese medicine and bio-pharmaceuticals are the same as those of other industries. Self-development is the way out for enterprises. In the pharmaceutical industry, companies engaged in Chinese medicine and biopharmaceuticals are more worthwhile. There are undoubtedly certain advantages in the development of traditional Chinese medicine products from the Mainland. In addition, biopharmaceuticals are also one of the new industries supported by the central government.
The Mainland Bohai Securities pointed out that the Chinese medicine injection with clear composition, safety and reliability is the main direction of Chinese medicine modernization in the next 20 years. Shenwei Pharmaceutical (02877) and China Biopharm (01177) are the leading manufacturers of TCM injections.
In addition, in the hospital market, cardio-cerebrovascular diseases, anti-tumor diseases, and respiratory diseases are the three types of proprietary Chinese medicines with the highest doses of drugs. It is also worth noting that medical stocks that attack these areas are worthy of attention.
For medical devices, Haitong Securities pointed out that the industry has five major development areas during the period of the 12th Five-Year Plan period. Among them, the prevention sector will focus on products such as blood pressure and cardiovascular and cerebrovascular diseases. Therefore, companies involved in the manufacture of blood purification products, such as Weigao Shares (01066) can pay attention.
Cup Mask Machine,Cup Face Mask Machine,Face Mask Machine,Medical Face Mask Machine
Dongguan Huitong Automatic Machinery Technology Co., Ltd , https://www.breezesolution.com