Key target market: [ Winning Health Technology Group Co.Ltd(300253) ] rose or fell by – 8.01%; [ B-Soft Co.Ltd(300451) ] rose or fell by – 6.49%; [ Sichuan Jiuyuan Yinhai Software Co.Ltd(002777) ] rose or fell by – 3.95%; [ Hangzhou Century Co.Ltd(300078) ] rose or fell by – 1.46%; [good doctor Ping An] rose or fell by 2.65%; [Ali health] rose or fell by 1.39%; [JD health] rose or fell by 11.53%; [Yidu technology] rose or fell by 6.99%; [1 drug network] rose or fell by 15.71%.
Nanjing issued the “14th five year plan” for the development of medical security in Nanjing to optimize and upgrade the medical insurance system in all aspects. The main objectives of the plan are to achieve “universal medical insurance”, create “happy medical insurance”, promote “convenient medical insurance”, start “smart medical insurance”, build “legal medical insurance” and develop “collaborative medical insurance”. At the same time, the plan also determines the data indicators, and the participation rate of basic medical insurance is stable at more than 99%; The number of insured reached 9 million; The direct settlement rate of outpatients in different places has reached more than 90%; The inter provincial direct settlement rate of hospitalization expenses has reached more than 70%, and the application coverage of the three-level designated medical institutions of the inter clinic settlement system has reached 100%. The plan indicates that Nanjing will focus on the construction of medical insurance in the future, quickly realize the exchange of medical insurance information and facilitate the handling of medical insurance business in other places.
Deepen the reform of medical insurance and accelerate the construction of information system. The plan mentioned the need to carry out comprehensive grouping according to disease diagnosis (DRG) payment work, deepen the reform of payment methods, achieve accurate management of medical expenses, and deepen the construction of information system. The construction of medical insurance informatization mainly includes the construction of medical insurance information platform and medical insurance payment informatization. The interconnection of medical insurance information across regions, and the convenience and intelligence of medical insurance mainly involve the construction of medical insurance information platform. Comprehensively carry out DRG payment work, mainly including: It involves the information construction of medical insurance payment, including the construction of Medical Insurance Bureau DRG information system and hospital DRG information system. We will deepen the reform of the medical insurance system and accelerate the construction of medical insurance it and hospital it.
Investment suggestion: focus on segments and individual stocks
Medical it: B-Soft Co.Ltd(300451) (leading enterprise of public health it), Winning Health Technology Group Co.Ltd(300253) (leading enterprise of hospital it), Sichuan Jiuyuan Yinhai Software Co.Ltd(002777) (leading enterprise of medical insurance it);
Internet health care: good doctor (Internet plus medical health leading enterprise); Ali health (Internet Medical leading enterprise, flagship platform of health group in Ali group); Jingdong health (the largest online retail pharmacies in China, Jingdong group’s flagship platform in health field).
It is suggested to pay attention to: Hangzhou Century Co.Ltd(300078) (high-quality medical IT enterprise), Dhc Software Co.Ltd(002065) (leading medical IT enterprise with the advantage of large hospital card), Yidu Technology (leading medical big data enterprise), Wonders Information Co.Ltd(300168) (Chinese high-quality medical it and smart city manufacturer), 1 pharmaceutical network (Chinese high-quality medical e-commerce), Suzhou Medicalsystem Technology Co.Ltd(603990) (leading enterprise in cis field), Heren Health Co.Ltd(300550) (high quality medical IT enterprise), Guangdong Tecsun Science & Technology Co.Ltd(002908) (leading enterprise of social security card and service), China Reform Health Management And Services Group Co.Ltd(000503) (leading enterprise of medical insurance cost control).
Risk tip: the development of the industry is less than expected, and the implementation of policies is slow
