Medical treatment is one of the three major livelihood topics. As an important support point of the medical system, the medical device industry has received more and more attention. When the concept of urbanization is gradually valued, the medical device industry market has been excavated.
At present, the market scale of medical devices in China has exceeded 100 billion yuan, with an average annual growth rate of about 23%. It is estimated that the market size of medical devices will reach 340 billion yuan by 2015. However, it should be noted that compared with the global medical devices accounting for 42% of the total pharmaceutical market, China's medical machinery share is still relatively low, only 14%.
Shangpu consulting pharmaceutical industry analysts pointed out: with the accelerating pace of urbanization, the demand for medical services will increase by 200 billion yuan, and the supply of state led medical services will increase by about 250 billion yuan. In addition, the Ministry of health promised in August 2012 that the annual average amount of special funds for the medical system is 10 times higher than that in 2008 It will achieve rapid development.
From the perspective of policy advantages, after the release of the "12th Five Year Plan" of medical device technology industry, the "healthy China 2020 Strategy Research Report" was released, which mentioned that in the next eight years, seven major special projects involving up to 400 billion yuan of medical system will be launched, which gives a boost to the spirit of investors who pay attention to the medical device industry.
The previous health care reform and urbanization are complementary. Because the process of urbanization naturally involves the construction and upgrading of the medical system, it is reasonable for medical devices to benefit. At present, domestic and foreign medical device manufacturers are staring at the market of county hospital construction.
From the perspective of the trend, the aging trend has ensured the expanding market for some specific medical devices such as oxygen supply machine and blood glucose meter; The second is medical reform. According to the 12th Five Year Plan of the State Council, the number of beds and service volume of non-public medical institutions should reach 20% of the total number of medical institutions by 2015. Under the background of increasing medical security, private medical equipment purchase will also promote the development of the industry; The third is the new GMP planning. For example, the new GMP has high requirements for aseptic preparation enterprises, which requires all of them to be passed by the end of 2013; finally, substitution. Now most of the high-end medical devices are imported from abroad. With the gradual upgrading of technology, the high-end medical devices produced in China have gradually possessed the strength of substitution.
According to the "2013-2017 China's electronic medical device industry analysis and Research Report" released by Sunplus consulting, if we take the opportunity of "urbanization" and "medical reform" to carry out mining, the listed companies that benefit in general can be divided into three categories: Engineering, chain and device. In addition, in addition to the normal growth of the market size, the medical device industry also has two major opportunities: import substitution and upgrading.
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