Medical devices and pharmaceutical equipment or into medicine industry window
Go two-year bull market in the pharmaceutical industry, this year can be described as difficult, the whole industry is not only one-quarter revenue and net profit growth rate than last year downward trend in the industry index continued to fall, at the same time, the pharmaceutical industry is also affected by drug prices and costs can be said that weakness in filling the dual pressures of rising.
In contrast, not subject to price cuts affect the medical device industry can be described as Chunfengmanmian rural medical institutions peak has not ended, the industry will continue the current boom. The implementation of the new version of the GMP, the optimization of the overall upgrade of the entire pharmaceutical equipment industry.
Away from drug prices and upward pressure on costs
"Dash of color for this year, the pharmaceutical industry, medical equipment, pharmaceutical manufacturing in April in the case of increase in the growth rate of the main income, total profit growth but a substantial decline, the description of the current pharmaceutical industry is facing drug prices and rising costs the dual pressures of the profit margins being squeezed. medical equipment sub-sectors not subject to price reduction factors continue to maintain high growth. Among them, a quarterly medical devices listed companies realized a total profit of 37.31% of the total high-growth, ahead of the other The pharmaceutical sub-sectors, one of the few bright spots in the pharmaceutical industry. "For this year's highly controversial pharmaceutical industry, spoke highly of Xiangcai give the medical device industry from another angle.
Difficult to see that the medical device industry is the reason why this year can continue to maintain rapid growth, they are lucky to avoid drug prices and rising costs force has a direct relationship.
The first half of the pharmaceutical industry is suffering from a price reduction wave of essential drugs price in the the provinces tender already reflect the health insurance directory, anti-infective class, and circulatory system drugs price reduction policy has been introduced, the price reduction policy of the follow-up to other categories of drugs will also be one after another landing.
At the same time, wave after wave of this year, Chinese herbal medicine prices tide leaving traditional Chinese medicine companies suffers. Guangzhou Pharmaceutical Deputy General Manager Pang Jianhui, said the company will expand the GMP base, to strengthen cooperation with Chinese herbal origin, centralized procurement, and other means to deal with the impact of Chinese herbal medicine prices.
The majority of sub-sectors of the pharmaceutical industry is in "dire straits", but the medical device industry is an exception. At present, many favorable factors driving the rapid development of medical devices, and this is the industry are more concerned about the reason.
To benefit an aging population
In China, the medical device industry or emerging industries, whether production or research and development are far from being able to meet market demand. At present, China's medical equipment and drugs, the proportion of consumption of less than 1:5, while in developed countries, this ratio has reached 1:1.
, General manager of Guangdong Nasdaq investment, private equity fund managers Lishi Yu said: "The Chinese health care market is a fast growing market. And 22% compound annual growth rate over the past 10 years, the market size of about 100 billion yuan. Medical device market The proportion of scale in the pharmaceutical industry has increased from 8.8% in 2002 to the current 12 percent to 15 percent in the United States, this ratio is about 35% in China to achieve this ratio means that there is double the space. "
Industry insiders say the medical devices the future growth rate, mainly to see the three major driving factors, the health care system within the coverage of investment in capacity building, as well as the government primary health care system, consumers pay. However, the demand for the industry's premier power, China's aging population trend. At present, China has basically into the aging initial will directly expand the capacity of the medical device industry, market demand.
"Studies have shown that, in 2007, China has gone through the 'Turning Point' on behalf of the demographic transition means that the rate of aging will be faster and faster. Lishi Yu pointed out that the Chinese population aged over 65 the proportion of the total population from 1990 rose to 5.6% to 9.3% in 2010 to 2025 and 2050, this proportion will reach 12.6 percent and 19.6 percent, according to data of the Shanghai Research Center on Aging, the aging of the population will lead to the growth of the total cost of health rate of 1.54%. "
Demand for the release of the primary health care sector
Medical devices reason why there is a huge space for development, In addition to the direct stimulation of the aging of the population, the national policy to support efforts to increase, and also provides a good opportunity for development.
The Xiangcai believe that with the new medical reform, the deepening of the primary health care institution-building is continuing, but the construction of the focus will be the amount of steering quality.
Ministry of Health explicitly demanded by the end of 2011, each county (county-level cities) at least one county hospital to reach the two-level, three hospitals to reach the center of township hospitals standards. Therefore, the county hospitals and township health of rural medical institutions will face the full upgrade. The upgrading of the rural medical institutions is mainly reflected in the configuration standards for medical equipment. Estimates, the new medical reform during the hospital facilities for each county will invest 5.23 million yuan, compared with the configuration of medical device standards is not more than 1.5 million yuan from 2004 to 2008 upgrade.
The Xiangcai also pointed out that considering 2009 started in 2010's rural medical institutions there are some unfinished, it is estimated that at least 845 county-level hospitals and 2635 township hospitals are under construction or built state in 2011. Accordingly, the potential of medical equipment needs of the rural medical institutions over 6.3 billion yuan, is expected before the end of 2012 to honor medical devices boom will continue,.
