The number of covid-19 diagnoses tends to be higher in the short term, and the construction of shelter hospital is imperative
On March 22, 2022, in order to guide all localities to better build shelter hospitals, the National Health Commission issued the code for the establishment and management of shelter hospitals (hereinafter referred to as the code) in the name of the comprehensive group of the joint prevention and control mechanism of the State Council, from the site selection of shelter hospitals, the setting of three areas and two channels, the setting and management of ward areas, how to allocate medical staff according to the proportion of beds, information means, information transmission, sewage and sewage treatment The patient's life guarantee of isolation management and the safety guarantee of the whole shelter hospital have been given very detailed guidance from various details. Since March this year, the number of covid-19 confirmed cases has been increasing. The pathogen of covid-19 virus in this round of epidemic is mainly Omicron virus, with strong infectivity and low mortality. The symptoms of patients are very hidden and the overall performance is light. Most of them are light and asymptomatic infections, accounting for more than 90%. The diagnosis and treatment of these light patients and asymptomatic infected people need to be carried out in centralized isolation places with certain medical conditions, mainly to observe the changes of the disease and symptomatic treatment. However, due to the rapid increase in the number of personnel requiring isolation, in this case, the contradiction between supply and demand of designated hospitals and isolation points that can meet the needs of isolation and treatment is very prominent. Therefore, the construction necessity of shelter hospital has increased significantly.
Build a shelter hospital to quickly treat asymptomatic or mild covid-19 patients
The comprehensive team of the joint prevention and control mechanism of the State Council requires all provinces to build or come up with a plan for the construction of shelter hospitals according to the situation of the epidemic, so as to ensure that there are at least 2-3 shelter hospitals in each province. At present, 33 shelter hospitals have been built or are under construction in China, distributed in 19 prefectures and cities in 12 provinces, including 20 built and 13 under construction, with a total of 35000 beds. These shelter hospitals are mainly concentrated in Jilin, Shandong, Yunnan, Hebei, Fujian, Liaoning and other places. These built shelter hospitals have played a very good role in quickly admitting asymptomatic infected persons and light patients in the process of epidemic treatment. At the same time, it also effectively alleviates the shortage of local medical resources and the pressure to ensure the demand for normal medical services.
Medical equipment, hospital construction and hospital sense control are expected to benefit for a long time
In May 2020, the national development and Reform Commission, the National Health Commission and the State Administration of traditional Chinese medicine jointly issued the public health prevention, control and treatment capacity-building plan, which opened China's new medical infrastructure. We predict that during the 14th Five Year Plan period, including the new transformation and expansion of tertiary hospitals, the thousand county project, traditional Chinese medicine and women's insurance, and the construction of shelter hospitals, will bring tens of billions of increment to the market. The first is medical equipment. Taking the construction of shelter hospital as an example, the medical equipment required mainly includes CT, ultrasound, defibrillator, monitor, infusion pump, urine analyzer, fecal analyzer, blood cell analyzer, coagulation analyzer, blood gas analyzer, biochemical analyzer, immune analyzer, etc. the first and second tier manufacturers of domestic medical equipment will directly benefit. Second, hospital construction and hospital sense control, including hospital design and construction, medical intelligent engineering, medical purification system integration, overall solution supply and other directions. Relevant companies will also benefit from this.
Beneficial object
(1) medical equipment: (1) medical equipment:: Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Maccura Biotechnology Co.Ltd(300463) ;
(2) hospital construction and hospital sense control: Huakang medical treatment, Shinva Medical Instrument Co.Ltd(600587) , Shenzhen Glory Medical Co.Ltd(002551) , Zhuhai Hokai Medical Instruments Co.Ltd(300273) , Shenzhen Das Intellitech Co.Ltd(002421) .
Risk tip: the policy promotion is not as expected, and the epidemic affects production and operation.
