What is the development prospect of each section of China’s medical industry?
China Meheco Group Co.Ltd(600056) it has made in-depth development in chemical drugs, traditional Chinese medicine and biological drugs. The R & D technology is complementary to the international market. In terms of drug sales, it is combined with the pharmaceutical e-commerce in the field of medical science and technology to make drug sales more convenient and create opportunities while developing vertically
In terms of medical devices, interdisciplinary technologies are integrated, computer technology is applied in the field of medical devices, hardware equipment is intelligent, databases are constantly enriched, and demand and technological innovation are driven by two wheels to promote the development of the medical device industry
Medical technology is one of the most popular tracks in the primary market. Internet giants have arranged one after another. Traditional medical institutions seek transformation and infiltrate in registration, diagnosis and treatment, medicine and other links to help the development of the medical industry
In the field of medical services, we actively look for the market demand of to C and to B, find the gap between supply and demand, and create investment opportunities. With the upgrading of consumption and the popularization of medical consumption, the subdivided industries such as medical beauty, ophthalmology and stomatology are booming
The centralized purchase of medicine may have an impact on the market pattern
In China, medical treatment is a policy oriented industry, especially in medicine: in 2020, the medical insurance catalogue basically covers all kinds of insulin products, including 12 kinds of insulin, 8 kinds of class A and 4 kinds of class B. In terms of insulin volume procurement, Novo Nordisk and Sanofi’s key products will face the competitive price of domestic products, the centralized procurement is not active, the participation of domestic pharmaceutical enterprises is high, and there will be market substitution
The high profits of the medical and beauty industry are mainly reflected in the upstream
The gross profit margin of medical and American service industry chain is 30% – 80%. Upstream suppliers, including injection and equipment enterprises, have a gross profit margin of 50% – 80%, which is a relatively high value part of the whole industrial chain; The gross profit margin of medical and American service institutions is between 50% – 60%, but the net profit margin is usually low or even loss
China is in the exploratory stage of clinical informatization construction and regional medical informatization
Medical informatization refers to the use of computer, database, network and other information technology to empower the medical industry to improve medical efficiency. After the development of management informatization, China has formed a basic industry framework composed of infrastructure, integrated platform and medical institution application
