The national development and Reform Commission and other three departments issued the notice on orderly expanding the construction work plan of national regional medical centers. By the end of 2022, the national planning and layout will be basically completed, and the construction of national regional medical centers will strive to cover all provinces in the country.
Since 2021, China's provinces and cities have issued a number of hospital construction plans, such as Shenzhen, Xi'an, Suzhou and other places. According to the tracking of multiple third-party data, the relevant infrastructure volume has increased significantly in 2021. It is pointed out that the 14th five year plan requires 7.4-7.5 beds for 1000 people by 2025, and there is still a shortage of 13161456000 beds. According to the calculation of financial expenditure and the planned number of hospitals, the market capacity of new medical infrastructure is nearly trillion, and relevant companies will usher in a business cycle.
According to the theme database of financial Associated Press, among the relevant listed companies:
Winning Health Technology Group Co.Ltd(300253) is the enterprise with the largest market share of hospital core management system in China. Relevant products can meet the diversified needs of different types of customers such as large and medium-sized single hospitals, regional medical centers and grass-roots medical institutions.
Strait Innovation Internet Co.Ltd(300300) smart medical business is a development model of regional in-depth medical integration, with internet medical as the core, connecting medium and grass-roots medical scenes as the link, and new technologies and data driving industrial ecology as the means.
