Good wine needs no bush
As the support of current medical and health system reform the important foundation industry, medical equipment industry has now been incorporated into the national strategic emerging industry development focus, to enjoy the sunshine policy.
Last November, the Ministry of science and Technology issued a" medical science and technology development" Twelfth Five-Year Plan " put forward", with significant new drugs, medical equipment, modern medicine as the core, the development of biological medicine and emerging industries of strategic importance. According to media reports, the Ministry of science and technology special" medical device industry science and technology development plan of2011～ 2015" has been completed and entered the stage for comments, introduced the footstep goes gradually asymptotic. Firm policy of the medical device industry confidence.
The personage inside course of study points out, at present our country medical consumption seriously insufficient, medical equipment drugs was about 20%, and Europe and the United States figure is 50%, still far apart. With China entered the aging society, will lead to greater medical equipment product demand, pull move of industry of medical apparatus and instruments of explosive growth.
Champoux advisory issued the"2011China's medical equipment industry development analysis and prediction report" show,2010, Chinese medical equipment market growth rate of 23%, the market scale reached 120000000000 yuan. It is expected that by 2015, China's entire medical instrument and equipment market is expected to double, $53700000000. China medical devices industry growth rate will remain at 20% ~ 30%. The current global medical equipment accounted for42% of the total scale of medicine market, while China accounts for only14% of the total scale of medicine market, potential is tremendous.
Shanghai securities industry analysts believe that Zhao Bing, a long time to come, the country still focus on the control of drug expenditure on drugs, the profit space of the rising prices of raw materials and drug prices in the environment will continue to shrink wrapped. In contrast, medical equipment industry in the pharmaceutical sector operating profit rate is higher, has the very big promotion space.
" Medical equipment has not yet been bidding by the policy, the negative impact is small, is expected over the next few years will continue to maintain the rapid growth of around 20%. We are very optimistic about the long-term prospects for the development of medical device industry." Zhao Bing said.
In fact, compared with medicines and chemical reagents, medical equipment is still in the relatively backward development phase, in the grass-roots health institutions and the medical devices and equipment, there is still a large part is in the mid 80 century products, is currently in a comprehensive upgrading stage. In the new medical reform continuously to promote grassroots medical institutions under the background of basic medical institutions, medical equipment and the upgrading of equipment is gradually released the quality and cheap medical device product demand.
In addition, our" Twelfth Five-Year Plan" to encourage social capital to enter the field of medical service, private hospitals and high-end hospital development also will drive the development of medical devices.
At this time, medical equipment industry advantage is highlighted. From the export side, medical equipment than the drug to reach the quality standards in Europe and america.
The first half of 2011China's exports of medical devices up grow 57%, it is a good illustration of the medical device industry advantage in this regard.
In some investors eyes, and new drug development cycle longer than is the case, the medical device industry investment short smooth fast, more favored by investors. " Venture capital investment in 2012will be one of the hot fields in medical equipment." The capital of Manhattan ( Hangzhou) President Wang Jin pointed out, those innovative, distinctive, in foreign countries have mature technology and the price is not high variety of medical instruments, will become the venture capital private hunting object. In addition, diagnostic reagent industry due to its potential market, is expected to be the pursuit of capital.
Tracing" Twelfth Five-Year plan"
In the medical device industry whole to good trend, the policy support and market gap is big child industry prospects better, more colorful flowers.
Just come near the" medical science and technology development" Twelfth Five-Year Plan " mentioned", medical equipment research and development focuses on : a study of clinical application of high demand, a wide range of applications, our country is badly in need of in short supply of high-end diagnosis, treatment of category of medical devices; vigorously promote the application of the Yu Ji layer health agencies cost-effective medical equipment development, to increase the intelligent extent of stability and reliability of products, technology research and development; easy operation is suitable for families or individuals know I care, rehabilitation and replacement of medical equipment products; combination of natural disasters, public health emergencies and other on-site rescue needs, research and development of emergency rescue equipment.
According to earlier media reports, the Ministry of science and technology sources" medical device industry science and technology development plan of2011～ 2015" of high school low-end medical devices each having support. Primary care involves the key basic equipment for 10, and is expected to promote the conditions for the quality and cheap ultrasound equipment; in the field of high-end products, focus on solving the problem of high value consumables, and strive to achieve the pricing right; medical equipment service industry will also be supported.
Policy outlined in medical equipment investment theme is clear. Equity investment personage points out, future clinical therapeutic function of medical equipment, the domestic advanced new technology of medical equipment and home medical equipment and other emerging market segments are worthy of attention. Zhao Bing also expresses to the reporter, low value pharmaceutical equipment company ( such as medical equipment, pharmaceutical packaging materials enterprises ) and high-end consumable enterprises also deserves attention.
Home medical equipment market will undoubtedly become the industry as well as analysts value focus. Our home medical equipment market is growing at high speed in the early, in early puberty. With the people's life demand and consumption structure will produce major change, on health care and self-care demand will increase substantially, home medical equipment market gap is widening.
Statistical data shows, in 2009 China's per capita household medical equipment costs less than $7, compared to the United States to 90 yuan / person in Japan and75 yuan / person, there is a great improvement of space. At the same time, home medical equipment the popularity rate is very low. Mercury sphygmomanometer is household products in the highest prevalence, but in China in 160000000 hypertensive patient cases, sphygmomanometer annual sales of less than 5000000, and the United States in 50000000 hypertensive patients bring the electronic blood pressure monitor, annual sales of more than10000000, coverage gap is big. In the Chinese coastal and developed areas, in patients with diabetes mellitus in only 10% patients in the use of blood glucose self testing apparatus or device. Therefore, our country home medical equipment popularization rate much lower than 10%, lifting very large space.
It is understood, electronic blood pressure monitor, blood glucose meter, oxygen machine, digital main and collateral channels therapeutic instrument, electronic thermometer, pedometer, home medical equipment are in the terminal pharmacy sales in good condition.
" The industry development trends, to benefit from the new version of the GMP in the medical device industry is expected to be obtained in the process of growth opportunity hardware upgrades." A private equity analyst expresses to the reporter. 2011
Effective March 1st version of GMP in the hardware aspect put forward higher standards, especially the" sterile" more demanding.
Many of the current drug production enterprises were not up to the standard version of the GMP, forcing the enterprise in 5 years to invest in new equipment or new production line, or face elimination. Production equipment in the next two or three years is expected to maintain high growth.
Also it is the basic medical institutions, the future will become the new armed terminal, is expected to form a new market level, basic medical equipment development trend for the better. In addition, because of the social life and to enhance the level of high-end medical service demand increase, high-end instruments was demand. Chinese medical equipment company has to start with the foreign enterprise in high-end market, the enterprise innovation ability is also a test.
(source: Medicine Economic News )
