Key target market: [ Winning Health Technology Group Co.Ltd(300253) ] rose or fell by 8.27%; [ B-Soft Co.Ltd(300451) ] up or down 16.46%; [ Sichuan Jiuyuan Yinhai Software Co.Ltd(002777) ] up or down 24.05%; [ Hangzhou Century Co.Ltd(300078) ] rose or fell by 7.74%; [good doctor Ping An] rose or fell by 0.89%; [Ali health] rose or fell by 0.61%; [JD health] rose or fell by 1.40%; [Yidu technology] rose or fell by 4.47%; [1 drug network] rose or fell by – 3.05%.
Inner Mongolia Health Commission issued a new medical policy to determine the grade requirements of electronic medical records in secondary and tertiary hospitals. Recently, the health and Health Commission, development and Reform Commission and other departments of Inner Mongolia Autonomous Region issued several measures for further standardizing medical behavior and promoting reasonable medical examination in Inner Mongolia Autonomous Region. The measures mentioned that by 2022, the functional application level of electronic medical record system in tertiary hospitals should reach more than level 4, and the hierarchical evaluation of secondary hospitals should reach more than level 3. Medical institutions above level II can provide inspection services to other medical institutions in the region. The independent medical imaging center, medical inspection center and pathological diagnosis center are integrated into the medical quality control system of the health department, which can provide inspection services for medical institutions in the region and realize resource sharing. Electronic medical record has become the key requirement of hospital rating through corresponding grading evaluation. This measure shows Inner Mongolia’s determination in the construction of electronic medical record.
The construction of smart hospital was comprehensively promoted, and the hospital IT industry maintained a high outlook. Many places have promulgated the construction rules and objectives of smart hospitals with electronic medical records as the core. The implementation of policies such as electronic medical record rating, intelligent service rating and intelligent management rating will comprehensively affect the hospital IT investment. At present, the construction of electronic medical record rating is at the peak, and the investment in intelligent service and intelligent management rating is gradually increasing. The impact of a number of favorable policies is superimposed, and the hospital IT industry will maintain a high outlook in the next 2-3 years.
Investment suggestion: focus on segments and individual stocks
Medical it: B-Soft Co.Ltd(300451) (leading enterprise of public health it), Winning Health Technology Group Co.Ltd(300253) (leading enterprise of hospital it), Sichuan Jiuyuan Yinhai Software Co.Ltd(002777) (leading enterprise of medical insurance it);
Internet medical care: good doctor (Internet plus medical health leading enterprise).
Recommended concerns: Ali health (leading internet medical enterprise and flagship platform of Alibaba Group in the field of Health), JD health (the largest online retail pharmacy in China and the flagship platform of JD group in the field of Health), Jiahe Meikang (leading enterprise of electronic medical record), Hangzhou Century Co.Ltd(300078) (high-quality medical it enterprise), Dhc Software Co.Ltd(002065) (leading medical IT enterprise with the advantage of large hospital card space) Yidu Technology (leading enterprise of medical big data), Wonders Information Co.Ltd(300168) (manufacturer of China’s high-quality medical it and smart city), 1 pharmaceutical network (China’s high-quality medical e-commerce), Suzhou Medicalsystem Technology Co.Ltd(603990) (leading enterprise in cis field), Heren Health Co.Ltd(300550) (high-quality medical IT enterprise), Guangdong Tecsun Science & Technology Co.Ltd(002908) (Dragon head enterprise of social security card and service), China Reform Health Management And Services Group Co.Ltd(000503) (leading enterprise of medical insurance cost control).
Risk tip: the development of the industry is less than expected, and the implementation of policies is slow
