The State Council issued a document to promote the high-quality development of public hospitals!Three major sub-industries are expected to benefit

Original title: The State Council issued a document to promote the high-quality development of public hospitals!Three major industry segments are expected to benefit

Summary

[State Council issued a document to promote the high-quality development of public hospitals! Three major sub-industries are expected to benefit]On June 4, the China Government website announced that the General Office of the State Council issued the “Opinions on Promoting the High-quality Development of Public Hospitals” (hereinafter referred to as the “Opinions”). The “Opinions” deploy key tasks to promote the high-quality development of public hospitals from six aspects. (China Securities Journal)

On June 4, the Chinese government website announced that the General Office of the State Council issued the “Opinions on Promoting the High-quality Development of Public Hospitals” (hereinafter referred to as the “Opinions”). The “Opinions” deploy key tasks to promote the high-quality development of public hospitals from six aspects.

Industry insiders believe that from an industry perspective, the three major sub-industries of traditional Chinese medicine, biomedicine and Internet medical services are ushering in good news.

　　Six aspects to promote the high-quality development of public hospitals

The “Opinions” propose to strengthen the dominant position of public hospitals, adhere to the government’s leadership, public welfare leadership, and public hospitals’ leadership, adhere to the integration of medical and prevention, combination of peace and emergency, and equal emphasis on Chinese and Western medicine, with the goal of establishing and improving a modern hospital management system, strengthening system innovation, Technological innovation, model innovation, management innovation, speed up the expansion of high-quality medical resources and the balanced distribution of regions, and strive to transform the development mode of public hospitals from scale expansion to improvement of quality and efficiency, and the operation mode from extensive management to fine management, resource allocation Shifting from focusing on material elements to focusing more on human resources and technology elements, it will provide strong support for better providing high-quality and efficient medical and health services, preventing and resolving major epidemics and sudden public health risks, and building a healthy China.

The “Opinions” deployed key tasks to promote the high-quality development of public hospitals from six aspects:

One is to build a new system for high-quality development of public hospitals. Build national and provincial high-level hospitals, give full play to the leading role of public hospitals in urban medical groups, give play to the leading role of county-level hospitals in the county medical community, and establish a sound hierarchical, stratified, and shunt major epidemic treatment system.

The second is to lead the new trend of high-quality development of public hospitals. Strengthen the construction of clinical specialties, advance medical technology innovation, advance medical service model innovation, and strengthen the supporting role of informatization.

The third is to enhance the new efficiency of high-quality development of public hospitals. Improve the operation and management system, strengthen the overall budget management, improve the internal control system, and improve the performance evaluation mechanism.

The fourth is to activate new impetus for the high-quality development of public hospitals. Reform the personnel management and salary distribution system, improve the medical staff training evaluation system, and deepen the reform of medical service prices and medical insurance payment methods.

Fifth, build high-quality development of public hospitalsNew culture. Vigorously promote the great anti-epidemic spirit and lofty professionalism, build a distinctive hospital culture, strengthen patient demand orientation, and care for medical staff.

Sixth, uphold and strengthen the party’s overall leadership over public hospitals.

　　National Health Commission: No “one size fits all”

On June 4th, the National Health Commission issued a document on its official website to interpret the “Opinions”, stating that there are three main considerations for the introduction of the “Opinions” at this time: First, important measures to implement the spirit of the Fifth Plenary Session of the 19th Central Committee. Public hospitals are the main body of my country’s medical service system and an important force for comprehensively promoting the construction of a healthy China. To improve the quality of health supply and service level, the high-quality development of public hospitals must be placed in a more prominent position. The second is the fundamental requirement for improving people’s health and well-being. my country has entered the ranks of high-income countries. It is absolutely necessary and has a foundation to accelerate the development of health care, expand the supply of high-quality medical resources, strive to meet the people’s growing demand for medical and health services, and continuously enhance the people’s sense of gain, happiness, and security. The third is the inevitable choice for the reform and development of public hospitals. After 40 years of reform and opening up, the construction of the medical service system, 20 years of hospital capacity building, and 10 years of deepening the reform of the medical and health system, public hospitals have reached a critical period of transition from “quantity accumulation” to “quality improvement”. The focus is on improving quality and efficiency.

The National Health Commission stated that it will work closely with relevant departments to formulate the “Opinions” key tasks division, establish an evaluation index system, and guide local governments to evaluate the high-quality development of public hospitals in their jurisdictions in accordance with the territorial principle, and fully consider the actual conditions of public hospitals at all levels and types. , Do not engage in “one size fits all”. At the same time, the typical experience should be summarized and promoted in a timely manner, and the high-quality development of public hospitals across the country should be promoted with practical results.

　　Three major sub-industries welcome good news

　　Guosen SecuritiesSenior researcher Zhang Lichao told a reporter from China Securities News that promoting the high-quality development of public hospitals is a concrete manifestation of comprehensively deepening medical reforms and implementing the construction of a “healthy China”. It will significantly promote the structural reform of the medical service supply side and increase the full effectiveness of medical services. Supply to meet the people’s demand for high-quality health services, thereby realizing the fundamental transformation from “treatment” to “health“.

Zhang Lichao said that the “Opinions” fully clarified the connotation characteristics of the high-quality development of public hospitals from different dimensions such as clinical specialty construction, medical technology innovation, medical service mode, and information support. From the reform of the personnel management system, the reform of the salary distribution system, and the improvement of medical services The personnel training evaluation system, deepening the reform of medical service prices, and deepening the reform of medical insurance payment methods further explain the basic path for public hospitals to achieve high-quality development, which will fully stimulate and improve the effectiveness of public hospitals’ medical reform, service quality, management level and operation Efficiency provides specific guidelines and fundamental guarantees for the scientific and standardized management, meticulous and efficient operation of public hospitals.

Zhang Lichao believes that from the perspective of industrial impact, adhere to the construction of medical quality as the core, continuously improve the quality management of public medical institutions, continue to strengthen the operation pattern of public medical institutions as the main body, and play the role of public hospitals in supporting the promotion of medical services. The inclusive development of the industry and comprehensive governance are of positive significance, which will help guide hospitals to return to their functional positioning and improve resource allocation and utilization efficiency. At the same time, the “adherence to the integration of medicine and prevention, the combination of peace and emergency, and equal emphasis on Chinese and Western medicine” mentioned in the “Opinions” is of significant significance for strengthening the prevention and diagnosis and treatment of integrated Chinese and Western medicine, and revitalizing the development of the Chinese medicine industry; “to meet major diseases Oriented by clinical demand, strengthen basic and clinical research”, it is expected that in the future, biomedical products and enterprises with clinical value facing the frontiers of life sciences and biomedical technology will receive more and more attention; “promote the in-depth integration of a new generation of information technology and medical services, Vigorously develop telemedicine and Internet diagnosis and treatment, and “Internet +”-led smart hospitals, medical consortium platform construction, and medical informatization will usher in benefits.

Huajin Securities believes that according to the direction of policy advancement, market opportunities are mainly in the following aspects:

Combination of medicine and prevention.To catalyze the public’s awareness in the field of protection, the public’s awareness of influenza vaccines, etc., is expected to increase, and the penetration rate is expected to increase. Related companies such asHualan Bio. In addition, the country needs to integrate and synchronize data between the CDC and hospitals, and medical information related subjects will also benefit.

Graded diagnosis and treatment. Strengthen the service capabilities of grassroots hospitals and benefit in vitro diagnostic reagent testing companies such as POCT; some medical equipment channels are sinking,Wanfu Biological、Mindray MedicalWait for the company to benefit.

Emergency mechanism. Companies related to sanitary materials benefited.

Internet medical.Medical informatization, medical e-commerce and Internet medical services have broken through many restrictions and will accelerate their development in the future. There will be huge investment opportunities in related fields, and the main beneficiaries areAli HealthwithPing An Good DoctorWait. In addition, new technologies such as artificial intelligence, telemedicine, 5G and cloud medical are applied to the diagnosis, treatment, and prevention of epidemics. Related listed companies are also worthy of attention.

　　Opportunity mining:

The State Council issued a document to promote the high-quality development of public hospitals and increase support for Chinese medicine hospitals (with shares)

(Source: China Securities Journal)

(Editor in charge: DF075)