The policy puts forward the promotion idea of "7556" to fully support the expansion and strengthening of the medical equipment industry
On December 28, The Ministry of industry and information technology and other 10 ministries and commissions jointly issued the 14th five year plan for the development of medical equipment industry (hereinafter referred to as the plan). The plan puts forward the idea of "7556", that is, focusing on 7 key areas, deploying 5 key tasks, implementing 5 special actions and taking 6 safeguard measures to promote the realization of the development objectives of medical equipment industry The release of is a comprehensive and significant positive for the medical device sector.
The manufacturing system of the industry is basically sound, encouraging "bringing in" and "going out" to create global competitiveness
After years of rapid development in the field of medical equipment in China, the market scale is close to trillion yuan, forming a product system of many subdivided categories, coordinated cooperation and distinctive industrial clusters, which provides a good medical equipment industrial foundation and industrial collaborative development environment for the medical equipment industry in the 14th five year plan. It is conducive for Enterprises above Designated Size to move towards a higher-end medical device field on the existing basis, continue to make efforts, supplement shortcomings in key core technologies, safety and stability of industrial chain supply chain, promotion and application of innovative products, and fill the blank field of domestic medical equipment industry. Encourage the development route of combining "bringing in" and "going out". On the one hand, introduce leading products of international brands for localization and integration, on the other hand, "going out" is the only way for domestic medical device companies to become bigger and stronger and enter the forefront of the world. The policy encourages Chinese medical equipment companies to "go to sea" and build global competitiveness.
Focus on new technologies, new equipment and new applications, focus on seven areas, and promote the upgrading of domestic medical equipment
The plan focuses on new technologies, new equipment and new applications, The beneficial directions include: (1) diagnostic testing and treatment equipment, focusing on the new generation of medical imaging equipment, and promoting the research and development of basic materials and parts related to medical imaging equipment. In the field of treatment, tumor treatment equipment, surgery Siasun Robot&Automation Co.Ltd(300024) and physiotherapy equipment will be focused. (2) Monitoring and life support equipment, self-developed vital signs monitoring sensors and parts are the key promotion direction in the future. (3) TCM diagnostic equipment, focusing on the development of pulse diagnosis, tongue diagnosis, acupuncture, moxibustion, rehabilitation and other TCM equipment. (4) Maternal and child health and health care rehabilitation equipment will benefit from the policy of encouraging the birth of two and three children. In the future, early diagnosis of diseases and wearable devices for special needs of women and children will receive long-term policy support. Rehabilitation equipment will be upgraded to intelligent, systematic and high-tech equipment to help expand the market. (5) For active implant intervention devices, the state will still provide developmental support for innovative implant intervention, and relevant absorbable and biocompatible consumables are expected to usher in market expansion.
Recommended and beneficial objects
The plan aims to better meet the people's growing medical and health needs, focusing on clinical needs and health security. For the first time, it puts forward seven key areas for the development of medical equipment, involving disease prevention, diagnosis, treatment, health promotion, elderly care and other aspects, and puts forward the concept of "5g + medical health" and new development models such as home community and the integration of medical care and health care. At the same time, considering the equipment emergency needs of major infectious diseases and other emergencies, it is clear to develop medical rescue equipment. Recommended object: Xiangyumedicalco.Ltd(688626) ; Beneficiaries: Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Lianying medical, Beijing Wandong Medical Technology Co.Ltd(600055) , Autobio Diagnostics Co.Ltd(603658) , Guangzhou Wondfo Biotech Co.Ltd(300482) , minimally invasive Siasun Robot&Automation Co.Ltd(300024) , Jiangsu Yuyue Medical Equipment And Supply Co.Ltd(002223) , gushengtang, Shenzhen Lifotronic Technology Co.Ltd(688389) , minimally invasive medical, Lepu Medical Technology (Beijing) Co.Ltd(300003) , Shanghai Kindly Enterprises Development Group Co.Ltd(603987) medical equipment, Shanghai Microport Endovascular Medtech (Group) Co.Ltd(688016) , Xinwei medical, Kontour(Xi'An) Medical Technology Co.Ltd(688314) , etc.
Risk tip: the policy promotion is not as expected, and the epidemic situation affects production and operation.
