Ten billion yuan of new blue ocean in the medical field, these two enterprises have sounded the horn of March

[pharmaceutical network industry trends] at present, assisted reproduction market is generally recognized as a new blue ocean in the medical field Data shows that in 2018, the market scale of assisted reproduction in China has reached 25.2 billion yuan, with a compound annual growth rate of 15.8%, and the penetration rate of assisted reproduction services is about 7% Under the influence of factors such as the increase of infertility rate, the liberalization of two child policy, the popularization of assisted reproduction awareness, the continuous growth of per capita disposable income, and the increase of investors in assisted reproduction, the market of assisted reproduction is expected to grow rapidly, and the industry penetration rate is expected to increase to 9.2% in 2023 Because of the high access threshold of the market, medical institutions need to break the license plate barriers and technical barriers As of 2017, there are 451 reproductive centers in China, of which only 41 are private medical enterprises The industry believes that at present, the listed enterprises represented by Kangzhi pharmaceutical and Meditech technology will enjoy a broad development prospect and market dividend by purchasing private assisted reproductive hospitals and quickly entering the assisted reproductive market According to Kangzhi pharmaceutical, Kangzhi pharmaceutical is a national high-tech enterprise Its main business covers children's medicine, reproductive medicine, women and children's health care, baby and children's health care products and other fields In recent years, Kangzhi pharmaceutical has become a leading enterprise in the field of children's health in China In recent years, Kangzhi Pharmaceutical Co., Ltd has arranged the market of assisted reproduction through acquisition In 2018, it acquired 51% equity of Yunnan Jiuzhou hospital Co., Ltd and 51% equity of Kunming and Wanjia maternity hospital Co., Ltd., marking that the company officially entered the field of assisted reproduction with reproductive medicine technology as the core In addition, Kangzhi pharmaceutical industry continues to increase external academic exchanges and technical cooperation, for example, reaching strategic cooperation with the China Asian Federation of Taiwan, and establishing medical consortia with a number of top three hospitals in China Kangzhi pharmaceutical once said in the announcement that with the opening of the two child policy, the assisted reproduction industry in the field of reproductive medicine is also in the stage of rapid development Jiuzhou hospital and Wanjia hospital can provide good medical experience for patients by virtue of their services, high-quality medical equipment and humanistic medical experience At the same time, in the process of business development, Jiuzhou hospital and Wanjia hospital have mastered a number of core technologies and a professional medical team, which can provide more professional assisted reproductive services for many patients, so as to maintain a favorable competitive position in the industry According to the data of McGrady technology, McGrady technology is a leading enterprise of clinical specialty informatization with the core business of clinical medical management information system (CIS) series application software products and the overall solution of clinical informatization Recently, McGrady technology is also entering the assisted reproductive blue ocean market through the acquisition of hospitals On January 28, 2019, the company signed a share acquisition intention agreement with Haikou Mary Hospital, which plans to acquire more than 50% of the shares of Mary Hospital and lay out the assisted reproductive market On September 26, 2019, the company and the shareholders of Mary Hospital signed the equity transfer agreement between Suzhou madiston Medical Technology Co., Ltd and sun Meijiao, sun Guangping and Shen Mingxiang on Haikou Mary Hospital Co., Ltd to acquire 51% shares of Haikou Mary Hospital Co., Ltd The industry believes that McGrady technology is the leader of clinical specialty informatization, and its products are constantly expanding The Mary Hospital to be purchased is scarce, and assisted reproduction has broad development prospects and market space.