On December 28, the Ministry of industry and information technology, together with the National Health Commission, the national development and Reform Commission and other departments and units, issued the “14th five year plan” for the development of medical equipment industry (hereinafter referred to as the “plan”), proposing that by 2025, the level of upgrading the industrial foundation and modernization of the industrial chain of medical equipment will be significantly improved, and the mainstream medical equipment will basically realize effective supply, The performance and quality of high-end medical equipment products have been significantly improved, and a comprehensive support capacity for public health and medical health needs has been initially formed.
According to the reporter of Shanghai Securities News, this plan is the first national industrial development plan in the field of medical equipment. The plan focuses on the growing medical and health needs of the people, clinical needs and health security, and puts forward the promotion idea of “7556”, that is, around 7 key areas, deploy 5 key tasks, implement 5 special actions and take 6 safeguard measures to promote the realization of the development goal of the medical equipment industry.
“The industrial planning goal is clear, the path is clear, and the key areas and tasks are highly consistent with the company’s strategic development plan. The overall feeling is that the plan seems to be tailored for science and innovation enterprises. It looks friendly and exciting.” Chison Medical Technologies Co.Ltd(688358) Mo ruoli, the actual controller and general manager, said frankly in an interview with reporters that this is a real policy “gift package” given by the state to the medical equipment industry. The company should pay close attention to policy opportunities, keep up with the pace of national development and accelerate to make a new mileage on the science and innovation board.
outline a clear “road map” for industrial development
The plan is the first plan to promote the development of medical equipment industry at the national level, which shows the “gold content” and importance. Wang Weiming, director of the first Department of equipment industry of the Ministry of industry and information technology, said at the press conference that it is very timely and necessary to formulate the development plan of medical equipment industry at the current stage.
In Wang Weiming’s view, during the “14th five year plan” period, the development of China’s medical equipment industry faces both major opportunities and challenges. On the one hand, a new round of scientific and technological revolution and industrial reform have been further promoted, and the integration of manufacturing industry and new generation information technology has been accelerated, which has brought new opportunities to the development of medical equipment. At the same time, the global “big health” and “big health” industries have developed rapidly, the medical service model has changed from disease medical service to “disease + health” medical service, and expanded from in-hospital diagnosis and treatment to continuous service of pre hospital family health management, inter hospital resource sharing and post hospital rehabilitation. There is a huge space for the development of medical equipment industry.
On the other hand, affected by the covid-19 pneumonia epidemic, the regionalization and localization adjustment of the global industrial chain supply chain have accelerated, and the developed countries are increasingly competing for the highland of medical equipment competition. The resistance and competitive pressure for China’s medical equipment to move towards the middle and high end of the industrial chain value chain have increased significantly.
Many people in the industry and investment circles reflected in the interview that the plan was issued at the right time, outlining a clear “road map” for industrial development
Open the “road map”, and the key points and highlights of the development of medical equipment industry are clear at a glance. The plan takes the lead in defining seven key areas for the development of medical equipment industry: diagnosis and testing equipment, treatment equipment, monitoring and life support equipment, traditional Chinese medicine diagnosis and treatment equipment, maternal and child health equipment, health care and rehabilitation equipment and active implant intervention equipment. These seven key areas basically cover the needs of the whole population for all-round life-cycle medical and health service equipment from prevention, diagnosis and treatment to health, care and maintenance.
The five special actions proposed in the plan include the action to tackle key industrial problems, the action to improve the supply capacity of key medical equipment, the action to build a high-end medical equipment application demonstration base, the action to improve the emergency medical rescue capacity, and the action to improve the medical equipment industry and application standard system.
sharp and preemptive layout of industrial capital
The task is clear and the path is clear. This national industrial plan makes the whole industrial chain of medical equipment quite exciting. Hu Xubo, the managing partner of Qiming venture capital, believes that from the perspective of top-level design, the plan has released a more clear and positive signal. The state is actively promoting the development of China’s medical equipment industry in the direction of high-end and innovation, which undoubtedly points out the direction for our industrial investment.
“In recent years, Qiming venture capital has always been guided by clinical needs and focused on high-tech fields. We have made layout in the early stage in the key fields mentioned in the plan, such as diagnostic and testing equipment, health care and rehabilitation equipment and active implant intervention devices. Apt Medical Inc(688617) , Shanghai Sanyou Medical Co.Ltd(688085) , Qiming medical and other companies have been listed on the science and innovation board and Hong Kong stocks, and many companies are in the IPO queue.” Hu Xubo said that during the “14th five year plan” period, the company will continue to keep pace with the national strategy and cultivate the scientific and technological innovation ability and internationalization ability of the invested enterprises while meeting the national medical needs.
The reporter noted that the “plan” lists diagnostic and testing equipment as the first of the seven key development areas. It is required to develop a new generation of medical imaging equipment and promote the development of intelligence, remoteness, miniaturization, rapidity, static accuracy, multimodal integration and integrated diagnosis and treatment. “Many words in this sentence seem to be extracted from our strategic planning.” This excited Morley.
Mo ruoli told reporters that in terms of intelligence, Chison Medical Technologies Co.Ltd(688358) early laid out ultrasonic artificial intelligence technology and took the lead in the industry. The ultrasonic remote diagnosis system technology based on 5g communication technology reserved by the company realizes the remote guidance of experts to grass-roots doctors, so that patients can obtain better technical services in grass-roots hospitals, which fully meets the requirements of “remote” in the plan. The company has successively launched notebook color ultrasound, flat-panel color ultrasound and mobile phone sized handheld ultrasound, which makes ultrasound more convenient and widely used in emergency, anesthesia, puncture and other medical clinical environments, and fully demonstrates the charm of “miniaturization” hard technology.
“At present, the company’s intelligent product ‘breast disease artificial intelligence ultrasonic diagnosis software’ has completed the testing before registration, and is applying for the medical device registration certificate of the State Food and drug administration through the innovative product channel, which is expected to be implemented next year.” Mo ruoli shared Chison Medical Technologies Co.Ltd(688358) the upcoming achievements in intelligence with reporters.
(Shanghai Securities News)
