The two sessions are approaching, and the topics of the representatives have also become the focus of social attention. From the recent proposals successively released, the pension issue has been mentioned more, among which the pension health issue is the top priority. Some representatives suggested that we should promote the establishment of a three-level pension service network at the county, township and village levels and continue to provide care services for the left behind elderly in rural areas. At the same time, it was suggested that priority should be given to the development of the "combination of medical care and maintenance" model in rural central cities and towns. Some representatives also believed that social forces could be encouraged and supported to open pension hospitals and promote the aging and standardization of pension supplies. We will increase the supply of traditional products such as elderly care daily necessities, medical rehabilitation materials and the aging transformation of building facilities.
pension promotes silver economy, and health problems of the elderly are concerned
According to the data of the seventh national census, China's population aged 60 and over has reached 264 million. It is expected that the number will exceed 300 million during the 14th Five Year Plan period, and China will enter the stage of moderate aging from mild aging. The demand side continues to be strong, and the market space of the elderly care industry is also very broad. According to the development report of China's aging industry, the consumption scale of China's elderly population will increase from 4 trillion yuan to about 106 trillion yuan from 2014 to 2050, covering not only medicine, real estate, finance and other traditional fields, but also Siasun Robot&Automation Co.Ltd(300024) , wearable equipment Brain computer interface and other emerging scientific and technological fields .
With the gradual advancement of the pension economy, the field of elderly health has also ushered in intensive policy benefits. Recently, the National Health Commission and other 15 departments issued the "14th five year plan for healthy aging". The document pointed out that demand-oriented, rational planning, construction and reconstruction of 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.
Everbright Securities Company Limited(601788) pointed out that looking back on the government work report and policy proposal of the national two sessions from 2019 to 2021, the state sought higher quality development in the field of medicine through a series of policies, including comprehensively deepening medical reform, strengthening the construction of public health system, "prevention and treatment of" one old and one young "diseases and promoting the development of traditional Chinese medicine, which are also reflected in the capital market. This year, we can still focus on the construction of medical and health system, the prevention and treatment of "one old and one young" major diseases, the development of traditional Chinese Medicine and other fields.
pension concept has increased significantly, which tracks deserve attention
Today (March 2), pension concept stocks rose collectively. As of the closing, Shanghai Yanhua Smartech Group Co.Ltd(002178) , Shandong Hiking International Co.Ltd(600735) , Everjoy Health Group Co.Ltd(002162) limit, Yihua Healthcare Co.Ltd(000150) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Hengfeng Information Technology Co.Ltd(300605) , Cosmos Group Co.Ltd(002133) rose by more than 5%. In addition, the traditional Chinese medicine and pharmaceutical business sectors also rose sharply, and many stocks reached the daily limit.
Note: performance of pension concept stocks today (closing on March 2)
Sealand Securities Co.Ltd(000750) pointed out that the most prominent field in the pension industry is the medical field, followed by the insurance and banking field. In many industrial chains covered by pension, the medical field is one of the most critical links. The elderly population is the absolute main force of medical and health consumer groups, and the gap between supply and demand of medical resources exists for a long time. At present, the concept of integration of medical care and maintenance is an important development model of the elderly care industry. medical services, medical devices and rehabilitation industries are expected to benefit from this round of great development of the industry.
In addition, smart pension industry is also expected to become a new bright spot. Xiangcai Securities pointed out that in the "14th five year plan for digital economy development" issued by the State Council recently, it is mentioned that it is necessary to strengthen the connection between supply and demand in livelihood fields such as pension and further optimize the allocation of resources. In the era of "Internet plus", intelligent aging will make data of pension services more information and create more efficient, efficient and convenient products, which is expected to become a new highlight of the digital economy.
