The medical track and pension, in fact, are closely related.
One thing to be clear, the policy regulation, the medical track, the price of commonly used drugs, and will not be too high, this part of the enterprise can live, but the net profit will not be very nice.
This is why some drug companies, once included in the list of centralized collection, will be seen as a negative, the stock price plummeted.
Because after centralized collection, the profits of drug companies will be squeezed to a very low level.
So the healthcare-related track we're referring to doesn't single out drug companies, but mainly targets self-financed innovative drugs, high-precision medical equipment, healthcare products, specialty hospitals, medical aesthetics, high-end biopharmaceuticals and so on.
Next, one by one.
1, self-financed innovative drugs.
There are so many medical companies that are doing long-term innovative drug research and development, and innovative drugs are different from commonly used drugs, belonging to the category of special drugs.
So to speak, the efficacy of the drug is better, but the price is more expensive.
Some people call it profiteering, but in fact, behind the research and development of innovative drugs, the research and development costs invested are also incalculable.
The future market, with people's thirst for health, is very large for innovative drugs because the population with purchasing power is actually very large.
The future development of innovative drug companies is very considerable, except that there will also be some related companies folded in the long run.
2, high-precision medical equipment.
High-precision medical equipment is also one of the core of the medical consumer upgrade.
This actually does not need much explanation, because the upgrade of medical equipment is completely visible to the naked eye speed.
In the past a long time, high-precision medical equipment is mainly dependent on imports, nowadays domestic substitution has been relatively perfect.
High-precision medical equipment manufacturing enterprises have gradually begun to show their hands, these companies are also very good long-term growth.
3, medical care products.
Medical health care products, in fact, more needless to say.
China's medical health care products market space is huge, people's awareness of health care products is also gradually increasing.
Listed health care company, all health care products need to pass the state approval, not only safe, but there will be a great brand advantage.
The annual sales of this industry, is growing steadily.
Of course, those cottage harmful health products, will be gradually phased out with the times.
So, the health care products track, but also the long-term stability of the consumer medical products track.
4, specialty hospitals.
Currently the more explicit specialty hospitals, self-funded mainly dental and ophthalmology.
Really, the market outlook for dentistry and ophthalmology is very promising, and this is the same globally.
Simply a dental visit, fillings, thousands of dollars gone, a dental implant at once is tens of thousands of dollars.
But in reality, the cost of a dental implant is only 10,000 to 20,000 or even less, which is really a profitable industry.
Ophthalmology is similar, vision correction to do a laser, is tens of thousands of dollars.
Ophthalmology and dentistry itself also has the attribute of medical beauty, the market prospect and imagination is huge.
5, medical beauty.
Medical beauty industry does not only refer to do surgical plastic surgery.
Medical beauty drugs are not only profiteering, but also loved by young people.
Whether it's cosmetics, skincare, or beauty-related products, they are all high-margin products.
Once the sales channels are open, the listed companies are really lying down and counting the money.
The demand for the entire medical beauty industry is there, and the future market outlook is very promising.
This is also the entire medical consumption in the future of young people's main market.
6, high-end biopharmaceuticals.
The last is high-end biopharmaceuticals, this track is not really crowded, but full of technical requirements.
Today's cell research, biopharmaceuticals, vaccines, immunotherapies, etc., are actually all areas of high-end biopharmaceuticals.
This industry is a real fight for technology, the future is promising, and can even change the human medical track.
Of course, the overall growth in demand for biologics is very high.
That means this track is one of the main tracks of the medical industry for the next few decades.
This is evidenced by the large concentration of biopharmaceutical companies that have gone public in the last two years.
7, medical supplies.
Medical consumables is one of the cornerstones of the entire pharmaceutical consumption.
Based on China's population base, as well as the overall cost of medical supplies is relatively low, the future of medical supplies in the entire segment, or promising.
Only the medical consumables industry, belonging to the middle and low-end manufacturing industry, is relatively crowded.
The head of the enterprise will have a broader outlook, the waist of the industry will show a competitive pattern, the bottom of the enterprise due to the cost of the problem of the probability will be gradually eliminated out of the game.
The investment in this industry is relatively simple, but there is not much room for imagination, which can only be described as stable growth.
Of course, if you can open up overseas markets, like selling masks and test strips, then there are still plenty of opportunities.
Because there is no shortage of housing in the future, so putting aside the price of housing, over the past 20 years, the overall inflation rate is actually at an average of 3-5%, while the medical inflation rate of more than 10%, which can be seen in the industry's ability to absorb money and the prospects for development, is to run away from the mass of the long-term inflation.