Industry comments
On March 1, Anhui Medical Insurance Bureau and the Department of Finance issued the notice on printing and distributing the implementation rules of establishing and improving the outpatient mutual aid guarantee mechanism of basic medical insurance for employees in Anhui Province. The detailed rules for the implementation of this time clearly establish a medical insurance reimbursement system for employees' general outpatient service corresponding to the outpatient mutual aid guarantee mechanism, and bring the expenses of employees' general outpatient service into the scope of overall payment. The implementation rules of Anhui Province are innovative and serve as a link between the preceding and the following. They provide constructive guidance for employee medical insurance, implement employee medical insurance payment, and weave the future development direction of medical insurance into the implementation rules, so as to make employee medical insurance more dynamic.
On March 1, Guangdong Pharmaceutical exchange officially issued the document on centralized procurement of drugs for common and chronic diseases of Guangdong alliance. This centralized purchase involves 42 drugs and 87 product specifications. In terms of varieties, this centralized collection mainly includes drugs for chronic diseases and common diseases. The purchase cycle and purchase quantity rules are basically the same as those of previous centralized purchase. In principle, they shall not exceed 2 years. After the expiration of the first year of purchase, they can be renewed for 1 year. In principle, the purchase quantity shall not be better than the agreed quantity of the previous year. The formulation of Guangdong's centralized procurement policy is innovative and forward-looking, and will become a reference for other provinces' centralized procurement policies.
In March 4th, the official account of the National Health Insurance Bureau of WeChat released the "2021 medical security development statistics bulletin", which announced the development of basic medical insurance, maternity insurance, epidemic prevention and control, and Rural Revitalization in 2021. On the whole, the data related to medical insurance in 2021 continued the trend of the previous two years. The number of people covered by the national basic medical insurance increased slowly year by year, reaching 136424 million by the end of 2021. Among them, the number of urban and rural residents with basic medical insurance has decreased year by year since 2019, but the decline rate has slowed down; The number of employees with basic medical insurance has increased steadily. Due to the intensification of aging in recent years, the growth rate of the number of on-the-job basic medical insurance is slower than that of retired employees. In 2021, the development of China's medical insurance was generally stable, the reform of medical insurance was gradually promoted, the state supervision was refined, and the needs of the people were put in the first place.
On March 5, the premier of the State Council proposed in the government work report that in 2022, people's livelihood will be effectively guaranteed and improved, and social governance will be strengthened and innovated. In terms of medical treatment, the government work report puts forward the overall requirements for improving the ability of medical and health services, as well as a number of implementation measures. It includes residents' medical insurance, centralized procurement, drug quality, reform of medical insurance payment method, epidemic monitoring, deepening the reform of public hospitals, traditional Chinese medicine and graded diagnosis and treatment.
Investment advice
It is suggested to pay attention to medical insurance, medical informatization, traditional Chinese medicine and other related fields.
Risk tips
The risk of expanding the scope of centralized purchase, the risk that the price reduction of centralized purchase exceeds the expectation, the risk that the product supply is less than the expectation after winning the bid, and other policy and market risks.
