On September 28, the central bank announced the establishment of a special re-loan for equipment renovation and transformation, which specifically supports financial institutions to provide loans
at an interest rate of no more than 3.
2% to the manufacturing, social service sector, small and medium-sized enterprises, individual industrial and commercial households and other equipment renewal and transformation.
Not long ago, the Health Commission issued a notice that it intends to use financial discount loans to renovate medical equipment, and the relevant financial discount loans will be fully liberalized to all public and non-public medical institutions in principle, and the loan amount of each hospital will not be less than 20 million
.
Medical device industry (Source: Pharmaceutical Network)
The medical device industry will continue to be prosperous
At present, the provinces and cities have actively responded to the policy to carry out relevant investigations, and it is expected that the provinces will complete the formulation of the list of loan projects before the National Day, sign loan agreements and pay the first batch of loans for equipment purchase before the end of the
year.
From the perspective of procurement demand, only Zhejiang, Jiangsu and Anhui provinces have reported about 18 billion yuan of equipment procurement needs
.
The industry expects that under the favorable policy, the national demand for hundreds of billions of medical equipment renovation will soon be released, and the high prosperity of the medical device sector will continue
.
Many brokerage institutions are optimistic about the next development opportunities
facing the medical device industry.
Founder Securities believes that this move can effectively solve the shortage of funds for the purchase of medical institutions and local financial equipment, release the equipment procurement needs of medical institutions, benefit medical equipment assets, and promote the peak period of
medical equipment procurement in Q4 this year and next year.
The Kaiyuan Securities Research Report mentioned that the state and local finances have once again given sufficient financial support for new medical infrastructure, which will become an important part
of the further promotion of new medical infrastructure.
Caixin Securities recently released a research report saying that new medical infrastructure is the general trend of national medical system construction, and the prosperity has spread backward from the front-end building civil engineering, and related enterprises such as medical special projects, medical equipment, and medical informatization will also benefit
successively.
At the same time, in the post-epidemic era, the world has strengthened public health construction, conformed to the wave of new medical infrastructure, and also provided development opportunities for domestic medical device products to go overseas, and the process of domestic substitution and internationalization of the medical device industry has continued to accelerate
.
The pace of innovation and domestic substitution will accelerate
In fact, in the domestic medical device industry, favorable policies continue to be released, in addition to discounted interest loans to help new infrastructure, innovative medical devices are also supported
by many aspects.
For example, at the beginning of September this year, the relevant departments said that because the clinical use of innovative medical devices is not yet mature, the amount of use is temporarily difficult to predict, and it is still difficult to implement the method
of carrying volume.
In the process of centralized volume procurement, the relevant departments will reasonably determine the proportion
of the amount according to factors such as clinical use characteristics, market competition pattern and the number of selected enterprises.
On September 26, Heilongjiang Province issued the "Notice on Carrying Out Related Innovation and Clinical Urgent Demand Medical Consumables Hanging Net", announcing a number of innovative medical device enterprises
that can be directly hung on the net.
Also on the 26th, the State Food and Drug Administration approved the application for
the registration of innovative products of "Proton Therapy System".
This is the first domestic proton therapy system
approved for marketing in China.
The approval of the product for listing marks another step
in the localization of China's high-end medical equipment and equipment.
According to statistics, as of September 27, 2022, the Instrument Review Center of the State Food and Drug Administration has approved 178 innovative medical device products
.
In the context of the intensification of population aging and consumption upgrading, the market size of China's medical device industry is huge
.
Data show that in 2021, the domestic medical device market has reached nearly one trillion yuan, an increase of more than 20%
year-on-year.
With the continuous optimization of the policy environment, it is expected that the market size of the industry will continue to expand, and the pace
of medical device innovation and domestic substitution will be further accelerated.
Affected by the release of the new policy and other factors, in the secondary market, the medical device sector continued to rise, on September 29, the medical device sector ushered in a big outbreak, Dabo Medical rose and stopped, Wuzhou Medical, Libang Instruments, Aohua Endoscopic rose by more than 11%, micro-electrophysiology, Nanwei Medicine, Xiangsheng Medical and so on also followed suit
.
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