The National Health Commission previously issued a notice to use financial subsidized loans to update and reform medical equipment, the direction of the use of loans, including diagnosis and treatment, clinical testing, critical care, rehabilitation, research and transformation of various types of medical equipment purchases.
Minsheng Securities Lv Wei October 25 research report, said all kinds of clinical systems, medical equipment data collection and analysis system is filled in the doctor's office, nurses' station, operating room and all kinds of clinical examination room, With the continued deepening of the medical Xinchuang, based on the windows developed system is expected to usher in the localization of the iteration of the Xinchuang will lead the health care information technology industry, the Jedi comeback! .
From the recent order level, medical informatization plate ten million orders strong. Data show that from January to September 2022, the head of the enterprise *** winning hospital orders of 3.94 billion yuan, up 22.08% year-on-year; public *** health orders were won 998 million yuan, down 45.01% year-on-year.
Listed companies in the venture Huikang, Wanda Information, Neusoft Group, Weining Health, Jiahe Meikang, Jiuyuan Yinhai, etc. have been involved in the construction of medical equipment .
Dongfang Securities believes that areas such as CCTV will usher in further policy drivers in the future, and medical IT construction is expected to accelerate. Analysts believe that the next three years, Xinchuang will be the main line through the entire computer industry, which can be medical IT, management software, financial IT, network security and other tracks all in series.
Publicly available information shows that the construction of medical information technology is mainly in the hospital, including hospital management information technology, clinical management information technology and public **** health information technology; broadly speaking, with the "three medical" reform and the development of Internet health care, medical insurance information technology, drug information technology and other innovative system construction is also being used. In a broad sense, with the "three medical reform" and the development of Internet health care, health insurance information technology, drug information technology and other innovative system construction is also included in the scope of medical information technology.
Open Source Securities Zhuhai Bin said in a research report on September 8, intelligent health care through big data, Internet of Things, cloud computing and other technologies, the establishment of health records medical information platform to achieve data, standardization and intelligent management, to enhance the management of hospital services, intelligent, refined level of effective means, and therefore get the national support and promotion. According to IDC statistics, China's healthcare industry IT expenditures in 2021 amounted to 71.2 billion yuan, and the market size is expected to grow to 101 billion yuan by 2024, with a compound annual growth rate of 12.36% from 2021 to 2024.
In terms of competitive landscape, the data showed that Donghua Group ranked first with a market share of 13.3%, followed by Weining Health with a market share of 12.9%, and Venture Wellcome and Sicom Medical with a market share of 6.4% and 4.8%, respectively, ranking fourth and fifth. On the whole, the industry is fragmented, and the top companies do not have an absolute market share advantage.
Lu Wei said, medical care as a major livelihood, in the policy to promote and medical institutions digital transformation and other trends, industry leaders and pattern has been initially formed. along with the medical information technology industry concentration will steadily increase, industry leaders are also expected to achieve longer-term growth. It is recommended to pay attention to the medical IT leading enterprises such as Chuangye Huikang, Weining Health, Neusoft Group, Wanda Information, and Jiuyuan Yinhai.
Specifically, Neusoft Group is the first listed software company in China,the company has maintained the first market share of medical IT solutions for 10 consecutive years. The company's RealOneSuite for large medical institutions to provide "one-stop" solution, the product mainly includes hospital information system HIS, electronic medical records system EMR, covering nearly 600 three hospitals.
CITIC Securities Yang Zeyuan said in a research report, Weining Health ploughs into the medical IT industry for nearly 30 years, forming a comprehensive layout of the traditional business + innovative business, through the endogenous and exogenous take the lead in completing the layout of the national service more than 6,000 medical and health institutions . At present, the company is actively leading the development of the medical IT industry through product change, taking the lead in launching the cloud-based middle-office architecture product WiNEX and proposing a cloud-based strategy, seeking to improve the quality and efficiency of its operations.
Wang Xiangjie of Southwest Securities said in a research report on October 26 that Venture Huikang has basically completed the adaptation of the core application software to the domestically produced mainstream ecosystem,In addition, the company's cooperation with Philips is accelerating, and a new generation of Ctasy products will be launched in the second half of 2023, and the comprehensive competitiveness has been strengthened; Jiufuanyinhai is a leading enterprise of the medical informationization and digital government services industry in China. The company has been involved in the construction of the National Health Insurance Information Platform and 22 provincial health insurance information platform projects, of which 10 provinces are the core business system.
However, it is worth noting that the medical information technology industry currently lacks industry-unified data standards, and thus the various systems and applications are not connected to each other. Analysts say that the market urgently needs a medical field of "Android", for the medical field of software and ability to provide a set of development, management, marketing in one of the open platform, into the medical industry ecosystem, to better meet the needs of hospital customers. In other words, the standard open platform will be an important symbol that determines a new generation of hospital information management system can go a long way.