[Opportunity Exploration]The “14th Five-Year” Healthy Aging Plan Printing and Distributing Agency Suggests Embracing the High-value Tracks_ Securities Times Network

On March 1, 15 departments including the National Health and Medical Commission issued the “14th Five-Year Plan for Healthy Aging”, proposing that demand-oriented, rational planning, construction and reconstruction of medical and elderly care institutions. Support large-scale elderly care institutions to set up medical and health institutions, and include them in the scope of designated medical insurance according to regulations. Stimulate the vitality of the market, guide social capital to set up medical and elderly care institutions, and promote the construction of a group of group and chain medical and elderly care institutions that are affordable and quality-assured.

Kaiyuan Securities pointed out that the “Notice of the General Office of the National Health and Health Commission on Carrying out the Pilot Work of the Elderly Medical Care Service” will promote the rapid development of the national elderly medical care service from point to point. The goal is to pilot in 15 provinces in 2022. Replication of local experiences and typical practices for scalable aged care services. By 2023, the pilot experience will be extended to the whole country, the mechanism and system for the development of geriatric medical and nursing services will be continuously improved, the diversified geriatric medical and nursing service models will become increasingly mature, and the supply of differentiated and multi-level geriatric medical and nursing services will increase significantly, which is conducive to the development of geriatric medical care. Nursing service policies and measures have been gradually improved. (1) It is beneficial to the development of private rehabilitation medical service enterprises and is expected to increase the demand for the allocation of rehabilitation medical equipment. (2) It is expected to enrich rehabilitation diagnosis and treatment projects and improve the level of rehabilitation medical care. (3) It is expected to promote the exploration of the combination of elderly medical care projects and commercial insurance, and private hospitals are expected to expand special needs projects based on the needs of the elderly. Continue to embrace targets with high track value, deep moat, and proven business model. Low valuations are hard to come by. We should extend the time dimension to measure the company’s growth, and be optimistic about oncology, rehabilitation, ophthalmology, dentistry, and medical examinations. , Assisted Reproduction, Confinement Services, Medical Beauty and other tracks, recommended targets: International Medicine, Aidi Palace, Yingkang Life, Xinbang Pharmaceutical, Jinxin Reproductive, Hygeia Medical, Meinian Health, Xiangyu Medical. Beneficiaries: Aier Ophthalmology, Tongce Medical, Samsung Medical, Winbond Health, Dahu Shares, Aoyang Health, Hejia Medical, Weiss Medical, and Pumen Technology.