One is to promote the redistribution of medical resources and drug consumption structure.
The second is the government's financial investment in the pharmaceutical market "cake" expansion, the future of health care reform is the core of the government to increase financial investment, is estimated to increase 120 billion yuan / year. This will increase the cake of the pharmaceutical market, especially the basic drug market. 2005 Statistics Bureau data show that China's pharmaceutical manufacturing product sales revenue is 400 billion yuan. The total cost of health in China is 120 billion yuan/year. If the country increases its health expenditure by 120 billion yuan/year in the future, the cake of the whole pharmaceutical market will be expanded rapidly.
Thirdly, the problem of "expensive and difficult to see a doctor" will be improved, and the once-suppressed demand for medical care is expected to be released, thus promoting the rapid growth of the pharmaceutical market.
According to the analysis, under the reform of the health care system, the companies that may benefit in the future include:
First, the products are based on basic medicines (such as antibiotics, cardiovascular and cerebral vascular diseases, such as common diseases, common diseases, chronic diseases), with a brand name, relatively inexpensive, the products of the enterprises with a large market share. For example, Shuanghe Pharmaceuticals, North China Pharmaceuticals, Lizhu Group, Lunxin Pharmaceuticals, Harbin Pharmaceutical Group and so on.
The second, the product is unique, in the market with irreplaceable enterprises. Such as East China Pharmaceutical.
Third, the state procurement may be involved in medical equipment, diagnostic reagents companies. Such as Wandong Medical, Xinhua Medical, Kehua Biological, etc..
Fourth, the leading companies in the pharmaceutical business. At present, the government across the country unified drug bidding and procurement and network bidding in full swing, in the process, the main change is to reduce the intermediate circulation of drugs. There are generally only 1 or 2 pharmaceutical distribution companies in a region that are ultimately responsible for drug distribution. As a result, pharmaceutical commercial companies with well-developed networks and modern logistics management will win in this process, and the market will further win out. Companies that may benefit include Sinopharm and Shanghai Pharmaceuticals.
The impact of the national healthcare system reform on both the pharmaceutical manufacturing and distribution industries will be to accelerate industry consolidation and increase concentration.