There are many positive factors in the domestic medical machinery industry

Medical treatment is one of the three topics of people's livelihood. As an important supporting point of the medical system, the medical device industry has received more and more attention. When the concept of urbanization is gradually emphasized, the market of medical device industry has been excavated.

At present, the market size of medical devices in China has exceeded 100 billion yuan, with an 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 42% of the global medical device market, the share of medical machinery in China is only 14%.

Analysts from the pharmaceutical industry of Shangpu Consulting pointed out that with the accelerating pace of urbanization, the demand for medical services will increase by 200 billion yuan, and the supply of national dominated medical services will increase by about 250 billion yuan. In addition to the special fund for the medical system committed by the Ministry of Health in August 2012, which is 10 times more than that in 2008, the medical device industry may achieve rapid development under the promotion of many favorable factors.

From the perspective of favorable policies, after the release of the "Twelfth Five Year" Special Plan for the Medical Device Technology Industry, the Health China 2020 Strategic Research Report was released, which mentioned that seven major medical systems involving up to 400 billion yuan would be launched in the next eight years, which inspired the investors concerned about the medical device industry.

The previous medical reform and the urbanization focused on complement each other. Because the process of urbanization naturally involves the construction and upgrading of the medical system, it is reasonable for medical devices to benefit. Now all domestic and foreign medical equipment manufacturers are closely watching the market of county hospital construction.

From the perspective of trend, the aging trend has guaranteed the continuous expansion of the market for some specific medical devices such as oxygen supply machines, blood glucose meters and other manufacturers; The second is the medical reform. It is mentioned in the "12th Five Year Plan" of the State Council that the number of beds and service volume of non-public medical institutions should reach 20% of the total number of medical institutions by 2015. In the context of the growing medical security, the addition and purchase of medical devices by private medical institutions will also well promote the development of the industry; The third is the new gmp plan, for example, the new gmp has high requirements for sterile preparation enterprises, and all of them should be passed by the end of 2013^ The latter is substitution. Now, most high-end medical devices are imported from abroad. With the gradual upgrading of technology, high-end medical devices produced in China have gradually become substitutes.

According to the 2013-2017 Analysis and Research Report on China's Electronic Medical Device Industry, if we take the opportunity of "urbanization" and "medical reform" to explore, the listed companies that generally benefit can be divided into three categories: engineering, chain and device. In addition, in addition to the normal growth of the market scale, the medical device industry also has two major opportunities: import substitution and upgrading.