Big health upgrade: Guangyao intends to invest 5 billion to develop the medical industry

On October 23, the reporter learned from Guangyao group that Guangyao group will invest 5 billion yuan to develop the medical and health market, and plans to establish a national medical and health investment and management group in three to five years, while the large health sector will also upgrade from the production and manufacturing industry dominated by Wang Laoji herbal tea to the health industry complex integrated with production and manufacturing, medical treatment, health management, etc Since the State Council issued several opinions on promoting the development of health service industry on October 14, policies have been proposed to support the development of health industry in many parts of the country, and Guangzhou has also vigorously cultivated biomedicine and health industry as key industries According to Ying Jun, head of Guangyao group's medical and health sector, the investment will mainly be used to develop the medical industry, traditional Chinese medicine health care, pension and health care industry, and introduce international high-end medical technology In the medical field, Guangyao group will set foot in comprehensive and specialized medical institutions through equity participation, merger and acquisition, new construction, joint venture and other ways At present, Guangyao group has negotiated with many hospitals Medical treatment for pharmaceutical enterprises In fact, it's not new for pharmaceutical companies to get involved in medical treatment Before that, China Resources Sanjiu, Tongrentang, Jinling pharmaceutical and so on have successively involved in hospital operation, but they were once stopped in Shanghai and other places for fear of "becoming a new drug experimental area", "monopolizing drug supply" and other reasons On August 28, Premier Li Keqiang presided over the executive meeting of the State Council and put forward the "four national principles" to support the development of health industry More than a month later, the State Council issued several opinions on promoting the development of health service industry It was clearly put forward that by 2020, the total planning of health service industry will reach more than 8 trillion yuan and a health service industry system covering the whole life cycle will be established, Build a group of well-known brands and healthy circle of health service industry cluster In December last year, Baiyunshan (600332.sh, 0874 HK), a listed company of Guangyao group, began to cooperate with Xinjiang Kashgar Uygur hospital to participate in investment in Baiyunshan Uygur medical institutions and try to enter the medical industry It is understood that the registered capital of Weiyi company is 20 million yuan, including 41% of Guangyao, 39% of Guangdong civilized Investment Management Co., Ltd and 20% of Kashi hospital The reporter did not find the specific income data of Weiyi company in the financial report of Baiyunshan in the first half of the year Ying Jun also declined to answer on the basis of business secrets, saying only that the cure rate and effective rate of Weiyi company are high at present, and Guangyao is also planning to introduce it to Guangzhou, "it is expected to open in the middle of next year" In contrast, Jinling Pharmaceutical Co., Ltd has two hospitals, Suqian people's Hospital of Nanjing Gulou Hospital Group (63%) and Yizheng hospital (68.33%) In the first half of this year, the above two hospitals contributed a total net profit of 28.99 million yuan, accounting for about 35% of the company's net profit in the first half of this year As early as 2011, China Resources also made medical treatment as an independent primary profit center in parallel with China Resources pharmaceutical Its business scope also expanded to include hospital investment and management, medical devices, financial leasing, etc According to Guo Fanli, manager of the research department of CIC consulting industry, listed pharmaceutical companies have built the whole industry chain mode and invested in private hospitals one after another, mainly because hospitals occupy a high proportion of the drug market share, and by opening hospitals to increase the sales channels of drugs, they can also improve the problem of slow return of funds "Usually, the period of remittance from hospitals to pharmaceutical companies is 3 months or half a year." Guo Fanli said Upgrade big health industry Since the withdrawal of the production and operation rights of red pot and red bottle Wanglaoji herbal tea in May last year, Guangyao group has put forward the two wheel drive strategy of "big south medicine, big health" In July this year, the new leading group of Guangyao group, with Li Chuyuan as the chairman and Chen Mao as the general manager, put forward the upgrading strategy of three major sectors, namely "Da Nan Yao", "Da health" and "Da commerce" According to the insiders of Guangyao group, the big health sector has been promoted to a high position by the group It is necessary to upgrade from the current Wanglaoji herbal tea production and manufacturing industry to the health industry complex integrating product manufacturing, medical treatment, health management, health care and pension, anti-aging beauty At present, Guangyao group has set up a medical industry development team and formulated a "136 development strategy" for the medical and health industry It plans to develop the medical and health service system through three ways: new construction, joint venture, merger and cooperation Guo Fanli believes that one of the main factors restricting the development of medical treatment of pharmaceutical enterprises (or social capital) is capital The initial investment cost of setting up private hospitals is high, while the return period of hospital investment is long and the risk is high "In the background that the hospital has not yet opened the pricing power of drugs, the initial investment cost of the pharmaceutical enterprises in the construction of the hospital is high, and they can not support the hospital with drugs, and there is no public hospital financial subsidies, so the initial operation must have the liquidity to bear the losses." According to Ying Jun, the investment is dominated by Guangyao group, but it does not exclude that listed companies will also be involved in the medical and health industry in the future "It can be predicted that in addition to Wang Laoji herbal tea, the medical and health industry will become an important new incremental source of Guangyao group in the future." Ying Jun said.