Medical network - on March 21, issued by national health development planning commission on March 20, "much starker choices-and graver consequences-in" healthy aging planning. Elderly health industry planning is put forward, the positive development, vigorously promote medicines, medical equipment, rehabilitation equipment, health supplies, health food, elderly fitness products such as research and development manufacturing technology level, expand the scale of health service related industries. Promote the development of information technology to support a healthy pension and health development of wisdom endowment new formats. Full use of the Internet, the Internet of things, big data, such as information technology, innovation, healthy endowment service mode, the wisdom of the geared to the needs of families, communities, health pension application demonstration, promote efficiency of health care coverage and quality.
Billions of market space open
Aging is the lifeblood of the pension market. National bureau of statistics data show that by the end of 2016, 60 and above in China with a population of 250 million, accounting for 16.5% of the total population. According to the prediction that by 2030, the population than will reach about 25%.
Several brokerages to calculate, in 2020 China's old-age industry will usher in 500 billion yuan market space. Analysis according to the Chinese academy of social sciences institute on aging, the pension market at present in China business opportunities about $100 billion, and is expected to be increased to $2030.
In recent years, the health and pension policies about advocate wisdom intensive, and become a national strategy. In 2015 the state council issued the guidance on promoting Internet + action ", clearly put forward to promote the wisdom health goals and tasks of pension industry development.
Office at the end of 2016, the state council issued the raise pension service quality about open up pension services market of several opinions "(hereinafter referred to as" opinions "), to promote better and faster development of pension services deployment. "Opinion" is put forward, the establishment of medical in combination with the green channel, support pension agency set up old hospital, rehabilitation hospital, clinic, medical and health institutions, and be included in the medical insurance fixed-point range, encourage practitioners to more practice, to solve the problem of the elderly long-distance medical direct settlement, etc.
In February this year, the ministry of industry and information technology, the ministry of civil affairs, health development planning commission jointly issued by the wisdom health pension industry development action plan (2017-2020), key healthy endowment wisdom and the key technology and product research and development, and promote priority in pension and medical organizations use wisdom health pension products, encourage financial subsidies to families and individuals to buy wisdom endowment health products.
A lot of niche will benefit
"Much starker choices-and graver consequences-in" healthy aging in the planning of the key tasks, clear to promote the development of information technology to support a healthy pension, health development wisdom endowment new formats. Full use of the Internet, the Internet of things, big data, such as information technology, innovation, healthy endowment service mode, the wisdom of the geared to the needs of families, communities, health pension application demonstration, promote efficiency of health care coverage and quality.
The important direction of development involves many niche for medical devices industry. The first is the health management class wearable devices. Focus on developing health bracelets, watches, wearable monitoring equipment, etc., on blood pressure, blood sugar, blood oxygen, ecg and other physiological parameters and health status information in real time, continuous monitoring, realize the online real-time management and early warning.
The second is portable health monitoring equipment for family, family doctors, integrated community medical institutions, discrete intelligent health monitoring application toolkit, facilitate personal, medical personnel and institutions at home and mobile real-time monitoring the physiological indexes in the scene, and with the help of remote online management system, health management, and other functions.
The third is the self-service health testing equipment, used for self-service intelligent community agencies, public health testing equipment, is advantageous for the user at any time, anywhere in the different communities and institutions based health status detection and self-help, enhance the level of user self health management ability.
Fourth is intelligent old-age care equipment, used in family endowment and institution endowment of intelligent wheelchair, intelligent monitoring, rehabilitation, such as care bed care equipment, development and prevention of alzheimer's patients lost high-precision indoor and outdoor positioning terminal, realization of self-help endowment function, improve the ability of users' pension, self-management, social and family endowment resources use efficiency.
Fifth, family service robot, meet personal and family household work, emotion, entertainment and leisure, disabled auxiliary escort, security monitoring, such as demand of intelligent service robot, provide comfortable, enjoyable, convenience, health and safety of modern family life, improve the quality of life in the elderly.
The sixth, health and pension data management and service system, using the Internet, the Internet of things, big data, such as information technology means, promote healthy endowment application system integration, intelligent medical institutions at all levels and docking endowment service resources, establish elderly health dynamic monitoring mechanism, integration of information resources, for the elderly health care of wisdom.
Three key points of investment
China securities journal reporter interviewed a number of the personage inside course of study and found that major investment investment institutions of medical device industry to grasp three key points, respectively is terminal control ability, technology innovation level and service quality.
Your capital one executive told the China securities journal reporter, terminal control is the survival of the basic medical instrument co., LTD. Now foreign companies had occupied the high-end market. Our country enterprise from low-value consumables is grow up step by step, gradually accumulate capital strength and the industrial chain of technical ability, extending the industry value chain. Now there are more and more domestic enterprises can carry on the fight and foreign companies, such as in the field of stents, domestic enterprises have made the market dominant position.
"Terminal control embodies in the pattern, channel and sales representatives, the future of medical apparatus and instruments market promotes more and more stress to the middle. This value will be more and more to return to service and technology, not by the intermediate links to achieve the interests of the distribution." The executives told the China securities journal reporter.
Product innovation level and the service ability and investment institutions, the focus of the two link cannot be biased, be short of one cannot. From the perspective of the law of development of the medical equipment industry, each enterprise has a process of growing up, there is a lot of barriers and barriers to overcome. Enterprises must have their own core competitiveness, especially early enterprise may be more embodied in technology innovation and specialization.
"With the enlargement of the scale, the enterprise gradually achieve a level platform, can only be realized through mergers and acquisitions to expand. In foreign countries, some enterprises have reached this stage, a small company with the technological innovation and then sold to the big company. Domestic, on the other hand, in many niche, there are many opportunities through its own innovation do big. Medical equipment industry in the future there will be a new leader to stand out, this is why we are optimistic about the important of this field." The executive said. |
