Key target market: [ Winning Health Technology Group Co.Ltd(300253) ] rose or fell by – 3.99%; [ B-Soft Co.Ltd(300451) ] rose or fell by – 3.62%; [ Sichuan Jiuyuan Yinhai Software Co.Ltd(002777) ] rose or fell by – 5.10%; [ Hangzhou Century Co.Ltd(300078) ] rose or fell by – 4.32%; good doctor of Ping An rose or fell by 2.16%; [Alibaba health] rose or fell by – 1.30%; [JD health] rose or fell by – 12.24%; [Yidu technology] rose or fell by – 9.91%; [1 drug website] rose or fell by – 5.88%.
Dazhou, Xiangtan and other places accelerated the DRG payment of medical insurance, and the reform of medical insurance payment progressed steadily. At present, many places are actively promoting the implementation of DRG payment. For example, on March 22, Xiangtan city began the weight negotiation on the reform of DRG payment mode in 2022; On March 23, Dazhou held a mobilization meeting to comprehensively launch the DRG payment reform, and all medical institutions in Dazhou are about to fully launch the DRG payment reform. The reform of DRG payment for medical insurance is progressing steadily.
The accelerated implementation of DRG / dip is expected to release 10 billion market demand. According to the three-year action plan for DRG / Dip payment reform issued by the national medical insurance bureau at the end of 2021, from 2022 to 2024, many 40%, 30% and 30% of the overall planning areas will be launched to carry out DRG / Dip reform and actually pay. This year is the first year of the implementation of the policy, and many places across the country will start the reform of DRG / Dip payment. DRG / dip information system will become a necessary system for medical institutions, and the industry demand is expected to be released quickly. It is estimated that the market capacity of DRG / dip information system reaches 17.5 billion yuan, including 1.5 billion yuan at the medical insurance bureau and 16 billion yuan at the hospital. The market demand exceeds 10 billion, which will bring new increment to the development of medical IT industry.
Investment advice: 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 records), 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 position) Yidu Technology (medical big data leading enterprise), Wonders Information Co.Ltd(300168) (China’s high-quality medical it and smart city manufacturer), 1 pharmaceutical network (China’s high-quality medical e-commerce), Suzhou Medicalsystem Technology Co.Ltd(603990) (CIS leading enterprise), Heren Health Co.Ltd(300550) (high-quality medical IT enterprise), Guangdong Tecsun Science & Technology Co.Ltd(002908) (leading 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
