On March 1, the National Health Commission and other 15 departments issued the “14th five year plan for healthy aging”, which proposed that demand-oriented, rational planning, construction and reconstruction of integrated medical and nursing institutions. Support large-scale elderly care institutions to set up medical and health institutions, and incorporate them into the designated scope of medical insurance according to regulations. Stimulate market vitality, guide social capital to set up integrated medical and nursing institutions, and promote the construction of a number of group and chain integrated medical and nursing institutions with affordable housing and guaranteed quality.
Kaiyuan Securities pointed out that the notice of the general office of the National Health Commission on carrying out the pilot work of elderly medical care services promotes the rapid development of national elderly medical care services from point to area. The goal is to explore the local experience and typical practices of reproducible and popularized elderly medical care services in 15 provinces in 2022. By 2023, the pilot experience will be popularized throughout the country, the mechanism and system for the development of elderly medical and nursing services will be continuously improved, the diversified elderly medical and nursing service model will be increasingly mature, the supply of differentiated and multi-level elderly medical and nursing services will be significantly increased, and the policies and measures conducive to the development of elderly medical and nursing services will be gradually improved.
(1) promote the development of private rehabilitation medical service enterprises, which is expected to increase the configuration demand of rehabilitation medical devices.
(2) it is expected to enrich rehabilitation diagnosis and treatment projects and improve the level of rehabilitation medical treatment.
(3) it is expected to promote the exploration of the combination of elderly medical care projects and commercial insurance, and private hospitals are expected to expand special needs projects in combination with the needs of the elderly. Continue to embrace the target of high value track, deep moat and proven success of business model. Underestimated value can be encountered but can not be sought. We should extend the time dimension to measure the growth of the company, and look forward to the track of tumor, rehabilitation, ophthalmology, dentistry, physical examination, assisted reproduction, confinement service, medical beauty, etc. recommended targets: Xi’An International Medical Investment Company Limited(000516) , Emperor’s palace, Inkon Life Technology Co.Ltd(300143) , Guizhou Xinbang Pharmaceutical Co.Ltd(002390) , Jinxin reproduction Haijiya medical, Meinian Onehealth Healthcare Holdings Co.Ltd(002044) , Xiangyumedicalco.Ltd(688626) . The subject of the beneficiary is the following of the subject of the subject of the subject of the beneficiary: 3 Gcl Energy Technology Co.Ltd(002015) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\yes.
