2016-02-24 14:44

 

The traditional enterprise external capital layout of the big health market

 

[straight news network Beijing on February 24 news] (Eastern wealth network) according to 2015 the eighth session of the Fifth Plenary Session of the bulletin, the construction of the "healthy China rose to national strategy. Many industry experts had predicted, with the gradual deepening of the strategy and dividend policy have been released, health promotion will not only directly create productivity, "big health industry will also be affected by this may lead the tide of a new round of economic development. Earlier in 2013, the State Council announced in its "on a number of opinions" put forward to promote the healthy development of service industry, the total size of the health services industry reached 8 trillion yuan. At the market level, the big health industry has also been a lot of attention in the market continuously, 8 trillion yuan was never so popular.
1 "health Chinese" market more than 8 trillion
According to the 2015 eighteen session of the Fifth Plenary Session bulletin, the building of the "health China national strategy. Communique proposed, will promote healthy Chinese construction, deepen the reform of the medical and health care system, rationalize the prices of drugs, implementation of health care, health care, pharmaceutical linkage, to establish a basic medical and health system covering both urban and rural areas and the modern hospital management system, implementation of food hygiene and safety strategy. In January 15th this year, the national health and Family Planning Commission informed, which is leading the development of health China construction outline 2030.
The good news about the policy level far more than these. In 2015 September, the national health and Family Planning Commission has launched a comprehensive "health China construction plan (2016-2020)" preparation. It is understood that the height of the healthy Chinese construction planning (2016-2020) "rose to the national strategic planning, from the height of the health, health, medicine of highlight to human health as the center, implementation of the" healthy China "strategy and integrated into policies for economic and social development, through comprehensive measures, to achieve healthy development goals. In addition, the national health service system plan (2015-2020) "," on promoting the classification treatment system construction guidance, "and the" on promoting health and pension services combined guidance notice "and other related documents in 2015 have been introduced.
Earlier in 2013, the State Council announced in its "on a number of opinions" put forward to promote the healthy development of service industry, the total size of the health services industry reached 8 trillion yuan. Beijing Dingchen medicine management consultation center is responsible for Shi lichen said, if the surrounding areas of health, pension, medical beauty of traditional medicine are included, the total size of the national health service industry far more than 8 trillion scale. With the aging society gradually, in the big health field, including segments of health care products, home medical equipment and health guidance, has a broad market demand. "In the face of such a big cake, any enterprise and capital wants to seize this opportunity."
The good news of the policy level there is a rapid response to the market level. From the "healthy China rose to national strategy before, whether it is inside and outside the industry in a healthy subject, all smell taste, vied for the war has already kicked off.
2 traditional business transformation "health health"
For traditional health enterprises, "healthy China" strategy proposed is definitely a major positive, as the main body has been in the field of health roots in years, naturally will not miss the historical opportunity. For the double selection of interests and corporate strategy, the beach in the big health field, has already started.
With the pharmaceutical companies, for example, many pharmaceutical enterprises have entered this piece of blue ocean of they think, even if there have been losers exit, the fresh blood of a large field of health continued. According to the actual practice of many enterprises, on the basis of traditional pharmaceutical business foundation, involved in other areas, including a variety of functional beverages, toothpaste, food etc.. Accurately said that the past few years to start, pharmaceutical companies to Denver Health market has already begun to, from Tasly deepure, Yunnan Baiyao toothpaste, Guangzhou Pharmaceutical Group of Wong Lo Kat herbal tea, Jiang group of monkey biscuits until the last year of Taiji Group "Taiji water listed, in the line of work, many pharmaceutical companies began Nuggets" health ". According to statistics, there are about hundreds of domestic pharmaceutical companies to enter the health industry, of which more than 30 listing Corporation.
The transformation of the traditional medicine enterprise is just a microcosm of the cross-border, many traditional companies have started to cooperate with the emerging mobile medical enterprise, carry out other services outside the traditional production and sale based on. Shi Lichen believes that the service will be the core of the health.
The Tai Chi Group
June 2015, is considered to be the Tai Chi Group fought large cross-border health of Taiji water listed, expected by the end of this year will achieve an annual output of 5 million cans, five years to achieve exceeded 100 billion yuan.
- gphl
Health has become one of the four major business segments under gphl. In the planning of the future, the big health industry will take Wang Laoji as the core is also gphl scale center, profit center.
- Pfizer
In early 2012, pharmaceutical giant Pfizer through its advantages and keep good nutrition and health care products for Chinese Pei "health" market. Early after the acquisition of Wyeth, continued to force in the health food market.
- Tasly
In early 2004, Tasly Group Chairman Yan Xijun said that in strong modern traditional Chinese medicine based on March "big health industry. Last June, Tasly deepure's Pu'er Tea Jane - Deepure has landed in europe.
- Harbin
Has been formed including raw material medicine and chemical medicine, prescription drugs, health care products, pharmaceutical business industrial layout, contains almost all of the business model of the pharmaceutical industry.
3 "outside" cross-border capital staking "
If traditional pharmaceutical, medical and other health enterprises has been the "health" of the circle, the many from "outside" the Ministry of power, in the beachhead battle of "health" in, the pace as quickly.
A fund manager said that the future for a long period of time, the traditional production contraction and related health and people's livelihood, the expansion of production capacity, will be a big trend. To initiate or participate in the establishment of fund mergers and acquisitions, equity investment fund is many listing Corporation involved in cross-border health industry.
For example, Hainan health under the Beijing union of Otolaryngology hospital has been officially opened. It has also become the HNA Group First Hospital Medical plate.
This is definitely not the case, just enter the 2016, British IHG and Wanda Group signed global international hospital project agreement, the establishment of the military hospital in Qingdao and Shanghai, Chengdu, Wanda will in three project investment of more than 150 billion yuan.
Investment in the construction of a hospital is "a microcosm of health", with the aging of society deeply, the pension problem is also closely linked with the government, the market and the individual. Market in the first step of, in the real estate market growth is lack of power, endowment real estate become the force point of many developers, from the health industry external force in the industry burgeoned. In Beijing alone, to the end of 2014, above 60 years old resident population of about 3 million 216 thousand elderly people, and is growing at an annual rate of 150 thousand, is expected to 2020, the resident elderly population will reach 4 million. Insiders say that Chinese to the transformation of economic structure, the formation of the middle class, the rise of the service industry, medical pension will be the future of the sunrise industry. Out of "silver economy" of the good, well funded real estate enterprises and insurance companies have also entered the pension field staking, including poly, Taikang, Vanke, Yan Da multiple real estate tycoon.
Perhaps in the future, "great health industry bring surprise also more than these, national strategy height and policy level have good news will more traditional pharmaceutical companies, health examination, the pension industry and health insurance industry to create more opportunities. "With the implementation of the outline of the future health China, acquisition of such assets valuation boom will continue." A listed brokerage investment bank believes. According to the "" Health China 2020 "report of the strategy of" the healthy development of industry action plan target, by 2020, China's medical and health institutions at all levels in the purchase of drugs, the national enterprise to account for more than 80%; supplies and equipment, national enterprises accounted for more than 50%.
4 "money King vast, policy of good health industry concern
Perhaps, health industry is generally optimistic, even by the industry that is the world's "the fifth wave of wealth", on the other hand, domestic health industry is the dividend policy will continue, "healthy China" also rose to national strategies, so medical, pension services, health food and other health industry has also been a lot of attention. In the view of the capital market, the domestic medical industry is expected to usher in a huge change and new investment opportunities, from this point of view, can also understand the influx of capital to the health industry.
It is noteworthy is that the connotation and extension of the "health" and is relatively broad, expanded from the traditional medical, pharmaceutical, medical equipment and other fields, health food, endowment real estate, functional food, home medical equipment, mobile medical, medical precision and so on, in the category of "health", "health" of industrial relations to each person's daily life, with the extension of the expansion and segments of technological progress, "health" may have a significant impact on people's way of life, with a keen sense of smell, the capital market of this field to grab beach is not surprising. In other words, although the industry of what is "health" is not conclusive. The definition of health is related to human health, beauty and longevity of the detection, prevention, treatment, health care, health care, recuperation and rehabilitation of all products and services, in addition to the disease of drug therapy and surgical treatment of sub-health treatment and conditioning regimen, including medication, diet, physical therapy and health, health and other related products and services and health examination, health consultation, health management and health education, but this does not prevent capital have "rushing".
In the construction of "health Chinese national strategy after the announcement, many experts said, not only can directly promote the healthy economic development and create productivity, more complementary and close interaction. Continue to release and benefit from the dividend policy, the big health industry will lead to a new round of economic development. Zhejiang health and Family Planning Commission deputy director Ma Weihang also said that health itself is productivity. A real return on investment in health, the most important of which is the national output healthy life years prolonged, and reduce the burden of disease.
Soon after the "public health China" strategy, health care, intelligent health care, private hospitals, pension concept of "health" sector generally ushered in the rally, medical services sector rose more than 9%. "Health" has become a hot spot for investment. According to statistics, since 2015, A shares of a total of more than 40 cases involved in major asset restructuring backdoor listing, 8 of them concentrated in the health industry.
5, the rapid development of eye-catching performance has become the biggest emerging industries
Domestic health industry rapid development, medical service, health insurance, pension, health care products, such as "big health sector are eye-catching performance, from a larger perspective, this rapid development is also in line with the world trend, health industry has also become global within the scope of the emerging industries.
Insiders predict that the health industry will be following the global IT industry, the fifth wave of wealth". Jin Weigang, director of the Institute of social security research of human resources and social security department to accept the economic reference news reporter interviewed said that create a "healthy China" concept in line with the international development trend, is a kind of higher level. At present, the overall health of our residents is lower than the international average level, the reform is not only to solve people "difficult and expensive" problem, but also relates to disease prevention, rehabilitation, health consciousness and other aspects.
The domestic health industry also has a special place, according to the report, compared with the United States, Japan and many developing countries, big health industry of our country is still in the initial stage. Data show that the United States health industry accounted for over 15% of GDP, Canada, Japan's health industry accounted for over 10% of GDP, and the health industry in China accounted for only 4% of GDP to 5%. From this point of view, the domestic health industry opportunities seem bigger.
At present, China is in economic growth shift period, accelerate the aging of the population more and more people's livelihood problems will be further highlighted. Beijing University National Development Research Institute Professor liuguoen once pointed out, the health service is different from the medical service, the premise of demand for medical service is sick, the demand elasticity is small, special services and strong, the market mechanism function is limited. And health services is to medical service center forward and after extension, sick is not a precondition, and need less sick, a minor illness, sick at night, the welfare of consumers increased, the market elasticity of demand is relatively large, the role of the market mechanism greatly.
The analysis of consumer expert Zhao Ping, from the consumer demand, people's basic material needs are met, will pay more attention to the quality of life, the increasing demands on health. The increase of income, people of the "rich" have also appeared, chronic disease makes people have to pay attention to physical exercise, as well as related goods and services. People on health related consumer spending significantly, and grew faster than commodity consumption growth, healthy consumption will become the focus of attention of the whole society, on the other hand, the economy of our country is in the period of transformation and upgrading, traditional investment driven model is unsustainable, there is an urgent need to consume upgrade to drive new economic growth and medical consumption is one of the most important.
viewpoint
This crossover is not easy
Although the "health" of areas of market access threshold is compared with the traditional pharmaceutical industry lower, but it so-called interlacing as foster, enterprises should quickly complete the diversification, it is by no means easy.
In the field of cross-border health pharmaceutical companies, of course, no successful cases, such as Yunnan Baiyao toothpaste, has entered the top five toothpaste market in allocated a cup of a thick soup and many veteran foreign cosmetic companies to fight. The common people in the industry will be the success of many factors in the function orientation and brand height fit, price strategy, channel cut into the possibility of this model being copied is not large. Multiple large cross-border health enterprise in the field of the common characteristic is that after the success of a product in a period of time is still alone situation, weak follow-up products, and did not form a battle group.
Medical market is relatively special, for outside capital to enter, also have the personage inside course of study will have no medical background of capital flows into the definition of medical industry as a "dangerous thing", medical treatment is different from other industries, investment returns cycle longer, worried that capital may be due to the quick success go on a "shortcut".
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