2021-11-12

Under the epidemic situation, the big health industry is going against the current

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On October 27, Hurun Baifu released the 2021 Hengchang Shaofang · Hurun Baifu list in Chengdu, Sichuan for the first time in 22 years. By observing the list released this year, we can find that excluding manufacturing industry, the big health industry is the second largest source of wealth in the list this year. Among the top 100 in the list, 12 people in the big health industry, involving 11 enterprises, covering medical services Medical devices, pharmaceutical manufacturing and other subdivided fields.

Top 100 pharmaceutical people in the 2021 Hengchang Shaofang Hurun rich list

According to the 2021 Hengchang Shaofang Hurun rich list, Wantai biology and nongnongshanquan's controlling shareholder Zhong Fuying became the richest man in China for the first time with 390 billion yuan. Zhifei biological Jiang Rensheng family and Aier ophthalmology Chen bang, with a wealth of 140 billion and 135 billion, ranked 21 and 26 respectively. Chen Bang ranked 41 with a wealth of 100 billion last year. In addition, the ranking of Xu Haoyu family of Yangzi pharmaceutical and Li Ge and Zhao Ning of Wuxi apptec, the leading cro, has increased significantly compared with last year, and their wealth has almost doubled.

In terms of macro environment, severe COVID-19 is presenting the whole big health industry under the glare of lights. Some technology enterprises cover a wide range of fields, including diagnostics, medical equipment, medical supplies and so on, and usher in a new wave of development opportunities. But at the same time, with the intensive introduction of policies in recent years, the trend of normalization and long-term procurement with volume has shown, and the trend of promoting the structural adjustment and upgrading of the pharmaceutical industry has become unstoppable. China's pharmaceutical health industry is also facing an era of stock struggle. These effects are also reflected in this year's list, but in the big health industry, there are still slight differences.

The future has come

Under the trend of policy and health, the big health industry has gradually developed into the "future industry" with the greatest potential, and is brewing to form a trillion scale "blue ocean" market. Big men have also turned the rudder to enter the health industry first. Some big men once said bluntly: "China's richest man in the future must be in the field of big health". Take the novel coronavirus pneumonia as an example, the listed companies that mainly engaged in the research and development of the biological diagnostic reagents and vaccines have increased steadily in recent year, up by 40% over the same period last year. The new business has been growing steadily for a long time due to the increase in demand for the reagent. Therefore, the epidemic has not only brought impact to some industries, but also brought opportunities to some industries.

The development of big health industry has a great relationship with the change of national consumption concept. In recent years, with the impact of the epidemic, people's health needs are increasing. According to the data, more than 300 million of the elderly and 500 million of the chronic diseases are under the 1 billion 400 million huge population in China. The number of patients is increasing. Health problems are the concerns of all. This is a huge consumer market. The new mode of Internet plus direct marketing is forming. Big health industry will gradually become a new engine of economic development.

Market outlook

Great health is a sunshine industry after it industry, which is concerned all over the world. In developed countries, the added value of health industry accounts for more than 15% of GDP, while in China, it accounts for less than 10% of GDP, which is lower than that of many developing countries. At present, the annual income of China's health industry is about US $90 billion, while the output value of the US health industry has exceeded US $1 trillion. Compared with traditional medicine, traditional medicine pays more attention to disease treatment, while great health focuses on prevention and health care. More importantly, before the occurrence of disease, the industrial structure focuses more on the early stage of disease and disease prevention first. Therefore, under the broad space of the market, some major health segments deserve our attention.

Pension industry

The aging population has benefited the pension industry. According to the data of the national Aging office, the population aged 60 will reach 300 million, with an aging level of 17%. With the economic development and the change of Chinese people's concept of providing for the aged, the consumption level of the elderly will also be improved. Taking the GDP growth rate as the growth rate of the per capita annual consumption of the elderly, assuming that the compound growth rate of GDP in the next five years is 6.5%, the annual consumption of each elderly is about 13700 yuan, and the market scale of the elderly care industry reaches 3.4 trillion yuan. In the face of a market scale of more than 2 trillion, such fields as pension real estate, pension services, pension finance and insurance, pension daily necessities, pension entertainment and pension education deserve attention.

Health management

The future development space of China's health management industry is huge. Among them, physical examination center, in vitro diagnosis, trace element detection, reproductive health, traditional Chinese medicine health preservation, confinement center and rehabilitation center have become the fields with the most investment potential. Health management is in the market cultivation stage, and the market awareness needs to be improved. Some health management concepts still need time to be generally accepted by the public, but the profitability of subdivided fields such as health examination is better. With the deepening of people's understanding of health management, a huge market will rise.

Commercial medical insurance

The front end of the commercial medical insurance industry chain is manufacturers and sellers of drugs and medical equipment, the middle end is insurance intermediaries and agent banks, and the back end is social medical insurance institutions, commercial medical insurance providers, medical service providers, insurance assessors, governments, lawyers, etc. As a sunrise industry, the medical informatization level of commercial medical insurance has improved, and the market scale has reached 100 billion. It is expected to exceed trillion in the next decade. With the government's promotion of the construction of serious illness medical insurance, the premium of serious illness medical insurance has increased explosively. However, in the field of serious illness medical insurance, China Life and PICC basically divided the whole market. China Life accounts for more than half of the market share, followed by PICC group.

Medical cosmetology

As early as 2015, plastic surgery in China has accounted for more than 16% of the global total, becoming the third largest cosmetic surgery country in the world. Among many consumers, women, as the main force of medical beauty, account for more than 80%, and the age younger trend of medical beauty consumers is obvious. China's medical beauty service industry is highly fragmented, with more than 24000 medical beauty institutions and clinics. Among them, the medical beauty departments of public hospitals account for 34% of the market share, private single store operation accounts for 26%, private chain operation accounts for 21%, and 19% are illegal beauty salons.

Pharmaceutical e-commerce

China's pharmaceutical e-commerce is still in the early stage of growth, and the government's strict supervision on prescription drug sales is the main reason restricting its development. At present, the commodities sold by pharmaceutical e-commerce mainly include medical devices, family planning products, medicine and health care products. In the future, pharmaceutical logistics will move towards specialization. The third-party logistics mode will become the main mode of pharmaceutical logistics. The rapid development of pharmaceutical e-commerce will drive the demand for pharmaceutical cold chain logistics and bring development opportunities to the industry. The pharmaceutical e-commerce sales model from full online coverage to rapid volume once again shows the unique advantages and vitality of e-commerce. On the one hand, pharmaceutical e-commerce meets customers' different drug shopping needs in different regions of the country without leaving home. On the other hand, pharmaceutical e-commerce promotes the product dynamic sales of pharmaceutical enterprises.

The rise of big health industry under the epidemic situation

It can be seen that in the past few years, the outbreak of COVID-19 has hit the global market. Under the relevant policy promotion and market stress reaction, the development of traditional industries is slowly losing the dividend of the times, such as real estate, education and game industry, while some emerging industries such as the big health industry, new energy and social media have become the mainstream of market development. This not only benefits from the improvement of public health awareness, but also the national support for medical and health undertakings and the popularization of the concept of national health during the epidemic. In the national anti epidemic period, the big health industry has entered the era of strong public demand. At the same time, with the popularization of various concepts such as strengthening the body and improving immunity, the proportion of people's consumption in health has increased, which has promoted the rapid development of the big health industry and the upgrading of related consumption.

How to grasp the opportunity in the future wave will become very important for enterprises in the pharmaceutical and health industry.

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