Biomedicine industry: deepening medical reform, the future of the Internet medical industry can be expected
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- Time of issue:2020-09-30
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Biomedicine industry: deepening medical reform, the future of the Internet medical industry can be expected
With the deepening of medical reform, the future of the Internet medical industry can be expected. In my country, patients have a clear tendency when choosing medical institutions: patients are more willing to choose tertiary hospitals instead of primary and secondary medical institutions. According to the statistics of the Health and Family Planning Commission, the utilization rate of hospital beds in different levels of hospitals shows that the utilization rate of hospital beds in tertiary hospitals is significantly ahead of the second and first-level hospitals. As of June 2020, the number of tertiary hospitals, secondary hospitals and primary hospitals in my country is 2831, 9901, and 11,400 respectively. In the first half of 2020, tertiary hospitals had 730 million visits, compared with 540 million in second-level hospitals and only 85.78 million in first-level hospitals. There is a mismatch between the number of medical institutions and the number of doctors. The utilization rate of hospital beds at different levels of hospitals varies greatly. The unbalanced utilization of medical resources at different levels in my country is more obvious. This makes the resources of the first and second-level hospitals inadequate, and patients have relatively poor diagnosis and treatment experience in the third-level hospitals.
According to the data of China Internet Information Center, it can be seen that the scale of Internet users in my country is growing rapidly. As of the end of 2019, the number of Internet users in my country has reached 904 million, and the Internet penetration rate in China has reached 65%. The large number of netizens provides the foundation for Internet medical care. Currently, about 30% of the hospital's diagnosis and treatment services can be solved through online consultation. Through the Internet, the platform can realize remote consultations with high-quality doctor resources, facilitating diagnosis and treatment for patients in areas with less tertiary medical resources. The combination of online prescription and online shopping mall can realize all services of diagnosis, treatment and treatment. At the same time, the combination of online and offline resources can facilitate offline examination and treatment of patients, save patients' time, improve patients' medical experience, and improve the efficiency of medical services. Internet medical treatment may be one of the effective solutions to solve the uneven distribution of medical resources.
Investment strategy: Focus on the two main lines of "anti-epidemic" and "independent pricing". The global new crown epidemic is still continuing, and the domestic epidemic is still recurring slightly, and the fight against the epidemic has become a protracted battle. The epidemic promotes equipment, diagnosis and vaccines. In the field of equipment, it is recommended to pay attention to life monitoring, life support and biosafety equipment, such as Mindray Medical, Yuyue Medical, and Haier Biology. In the field of diagnosis, it is recommended to pay attention to the new crown-related nucleic acid diagnosis and immunodiagnostic reagent companies, such as Daan Gene, Shushi Biology, and Antu Biology. In the field of vaccines, it is recommended to pay attention to leading domestic second-class vaccine companies, such as Zhifei Biology, Kangtai Biology, Hualan Biology, etc. Look for independent pricing power in the context of fee control. With the advancement of centralized procurement in the field of pharmaceuticals and consumables, "independent pricing power" has become a scarce attribute of high-quality companies. The areas of innovation and consumption upgrading have low reliance on medical insurance and have high independent pricing power. In the field of innovation, it is recommended to pay attention to new drug research and development, CRO, CDMO and nuclear medicine, such as Kailai Ying, Yaoshi Technology, Microchip Bio, Dongcheng Pharmaceutical, and Kelun Pharmaceutical. In the field of consumption upgrading, it is recommended to pay attention to the fields of dentistry, ophthalmology, medical aesthetics, and assisted reproduction, such as Zhenghai Biology and Tongce Medical.
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