State Council: the total scale of health service industry has reached more than 8 trillion yuan

  Several opinions on promoting the development of health service industry (hereinafter referred to as "opinions") released by the State Council on the 14th proposed that by 2020, a health service industry system covering the whole life cycle should be basically established, with the total scale of health service industry reaching more than 8 trillion yuan In the view of insiders and institutional investors, the domestic medical and health industry is expected to usher in great changes and new investment opportunities   It is reported that the opinion is the first guiding document for the health service industry in China Health service industry mainly includes medical service, health management and promotion, health insurance and related services, involving supporting industries such as medicine, medical equipment, health care products, health food and fitness products   In order to develop the health service industry, the opinions mainly put forward five aspects First, we need to relax the "non prohibited access" policy of market access - all areas that are not prohibited by laws and regulations should be open to social capital and expand the open areas Simplify the examination and approval procedures for the establishment, establishment, qualification and designated medical insurance of rehabilitation hospitals, geriatric hospitals, children's hospitals, nursing homes and other medical institutions in short supply The price of water, electricity, gas and heat for non-public medical institutions is the same as that for public medical institutions Second, financial institutions are encouraged to innovate financial products and services that are suitable for the characteristics of the health service industry, and support qualified health service enterprises to go public for financing and issue bonds Third, develop health insurance We will encourage the development of commercial health insurance linked with basic medical insurance, and promote commercial insurance companies to undertake serious illness insurance for urban and rural residents Actively develop long-term care commercial insurance and commercial health insurance products related to health management, pension and other services Fourth, support the R & D and industrialization of innovative drugs, medical devices and new biomedical materials, support the imitation of expired patented drugs, support the R & D of digital medical products and health detection, monitoring and health Internet of things applicable to individuals and families Fifth, explore and develop an open, transparent, standardized and equal competition e-commerce platform for drugs and medical devices   Liu Guoen, a professor at the National Development Institute of Peking University, told reporters that health services are different from medical services   The premise of medical service demand is illness The demand is small in elasticity, strong in service particularity and limited in market mechanism However, the health service industry is a forward and backward move with medical service as the center Illness is not the premise, but needs less illness, minor illness and late illness Consumer welfare has increased This market demand elasticity is relatively large and the market mechanism plays a great role The key is to save medical insurance funds and promote medical efficiency   According to reports, in some developed countries and regions in the world, health service industry has become an important part of modern service industry, which has produced huge social and economic benefits For example, the scale of health service industry in the United States accounts for more than 17% of its GDP, while that in other developed countries generally accounts for about 10% In contrast, China is still in its infancy In addition to the small-scale industry and insufficient service supply, there are still some problems in China's health service industry, such as the imperfect service system, the imperfect supervision mechanism, the low degree of openness, and the relatively backward concept The shortage of supply coexists with the waste of resources   Industry insiders pointed out that although China has basically formed a nationwide health insurance system covering urban and rural residents, the development of commercial health insurance is still relatively lagging behind, and the proportion of health insurance premiums in the total health expenses is only about 2.8% The opinions will have a huge change in domestic medical service industry, pharmaceutical industry, health insurance industry and other related industries   Niu Zhengqian, vice president of China Pharmaceutical Enterprise Management Association, pointed out in an interview with the media that the incentive policies for pharmaceutical innovation will accelerate the survival of the fittest of relevant enterprises, promote the differentiation and integration of the industry, and further improve the concentration of the pharmaceutical industry The policy of supporting the imitation of expired patent drugs will be conducive to the sale of generic drugs by domestic pharmaceutical enterprises   Since 2012, stocks involving the concept of health services, including drugs and medical devices, have been sought after by investors in the secondary market According to the data, according to the classification of Shenwan industry, since 2013, the pharmaceutical and biological industry as a whole has increased by 40.34%, ranking fourth in 23 industries By the end of October 14, 166 of the 175 stocks had achieved gains this year, of which 20 stocks had risen by more than 100%   In the view of securities companies, R & D driven enterprises represented by hisic, Shuanglu pharmaceutical, Hanyu pharmaceutical, Huahai pharmaceutical, grass-roots beneficiary enterprises represented by Tonghua Dongbao and Zhongsheng pharmaceutical, and medical equipment industry represented by Hejia shares will benefit from this policy In addition, in the health products industry, health insurance industry, pension industry and other industries will also be stimulated by the relevant benefits   An equity fund manager told reporters that in the long future, the contraction of traditional production capacity and the expansion of production capacity related to people's livelihood and health will be a major trend In these industries, especially medical devices, innovative drugs, etc., under the double stimulation of policy support and expanding market demand, enterprises with great growth potential may be generated.