Focus on high-end medical devices

According to the latest statistical data, since the beginning of this year, A-share companies have successively disclosed 131 medical and medical mergers and acquisitions or investment announcements, and the cultural industry has become the hottest A-share sector. In this context, at the 4th China Healthcare Industry Investment and M&A Conference organized by PE elites and industrialists recently, it was discussed that part of the “bread” of the 8 trillion yuan health industry was “the best”. From the discussion results, the three major areas of high-end medical equipment, specialty hospital chain hospitals and mobile health care are the most popular.

Localization of high-end equipment for business opportunities: Li Bin, chairman of Bomai Technologies, which engages in high-end consumable medical equipment, said that the prospects for high-end medical equipment are promising. Under the background of the state's encouragement for the development of high-end medical equipment, as long as the domestic technology is tenable, there are alternatives to imports. The strength of the policy will naturally support domestic products.

There is a doorway for investment specialty chains: In addition to high-end medical devices, PE institutions are also optimistic about specialty chain medical service companies. IDG Capital Partners Yu Zhengkun believes that medical services can be divided into two areas: One is focused on services (such as physical examination, confinement services), which is a non-therapeutic institution; one is a medical institution (such as obstetrics and gynecology hospitals). He pointed out that an important lesson learned in the therapeutic field is that they can only invest in those specialized chains, and general hospitals generally do not touch. Because it is relatively easy to hire leading doctors and directors to join in a specialization, and it is possible to gradually train a team of specialist doctors and echelons, and large and thick general hospitals are difficult to manage. In addition, it is advisable to invest in specialized service chains that are partial to service. Because thoracic surgery (heart surgery) and brain surgery (crunch surgery) are very difficult to copy specialties difficult to replicate, it should not be a large-scale chain development.

It is not advisable to invest in mobile medical care in the short term: Compared with medical devices and specialty chains, mobile medical care looks more sexy and has more room for imagination.