On July 1, the website of the National Development and Reform Commission posted the "implementation Plan for the Construction of a High-quality and efficient Medical and Health Service system in the 14th five-year Plan" (hereinafter referred to as "the Plan") formulated by four departments. The "plan" proposes that by 2025, a high-quality and efficient integrated medical and health service system with complete system, reasonable layout, clear division of labor, complementary functions, close cooperation, efficient operation and toughness will be basically established. The amount of investment subsidy for individual projects of provincial, municipal and county-level CDC institutions shall not exceed 200 million yuan, 50 million yuan and 10 million yuan respectively.

The maximum amount of investment subsidies in the central budget of regional medical centers, national major infectious disease prevention and control bases and national major medical rescue bases shall not exceed 500 million yuan, 300 million yuan and 300 million yuan respectively. Under the policy blessing, in vitro diagnosis, medical equipment and other products, as an important part of the construction of medical institutions, will obtain an incremental market, and the listed companies of the relevant tracks are expected to benefit.

Strengthen the construction of testing and treatment facilitiesAppropriate allocation of large-scale medical equipment in advance

The Plan is formulated by the National Development and Reform Commission, the National Health Commission, the State Administration of traditional Chinese Medicine, and the State Bureau of Disease Control and Prevention to clearly construct four high-quality and efficient medical and health service system "projects": the first is the project to improve the ability of public health prevention, control and treatment; the second is the high-quality development project of public hospitals; the third is the project of replenishing the deficiency of health services for key groups; and the fourth is to promote the inheritance and innovation of traditional Chinese medicine.

In the project to improve the capacity of public health prevention, control and treatment, the Program points out that the investment in the central budget focuses on supporting the construction of disease prevention and control systems, national bases for the prevention and control of major infectious diseases, and national emergency medical rescue bases.

The Program emphasizes that national and key regional disease prevention and control institutions have the ability to detect emerging infectious disease pathogens, health hazard factors and deal with major and major public health events. Provincial disease control agencies should in principle have laboratories that reach the third level of biosafety. The prefectural and municipal CDC institutions have laboratories that reach the second level of biosafety.

In accordance with the principle of combination of peace and emergency, we should further transform and improve infectious disease prevention and treatment facilities, build a sufficient number of negative pressure wards, transferable intensive care wards and transferable hospitals (disease) areas, strengthen the construction of infectious disease autopsy rooms, clinical teaching rooms, emergency materials storage space and other facilities, equipped with ventilators, extracorporeal membrane oxygenation (ECMO), mobile CT, infectious disease isolation and transfer devices and other medical equipment. If possible, it can be equipped with mobile biosafety level 3 level laboratory and mobile nucleic acid testing laboratory.

With regard to the high-quality development project of public hospitals, the "plan" mentioned that every prefecture and city should have third-class and first-class hospitals, and counties that serve a population of more than 1 million have county-level hospitals that reach the hardware facilities and service capacity of urban third-level hospitals.

Improve the conditions of clinical diagnosis and treatment infrastructure and allocate large-scale medical equipment in advance. In-depth use of 5G, artificial intelligence and other technologies to create an international advanced level of intelligent hospitals and build major disease data centers. Support the National Medical Center in the aspects of medical service price, health insurance payment, personnel and salary system, benefit distribution, R & D and listing of new drugs (medical devices).

For the national regional medical centers that have been included in the establishment plan, we will focus on strengthening the construction of business rooms, the purchase of medical equipment, the construction of information and scientific research platforms, the establishment of telemedicine and education platforms, and speeding up the intelligent transformation and upgrading of diagnosis and treatment equipment.

About 120 provincial regional medical centers will be selected and built. Improve the level of large-scale equipment, strengthen the construction of intelligent hospitals, and ensure the needs of telemedicine. We will strengthen the construction of special centers for chest pain, stroke, trauma and breathing, comprehensive treatment centers for tumors and centers for the management of chronic diseases.

Acceleration of domestic substitution processMany provinces have issued documents to restrict the import of medical devices.

A few days ago, the Guangdong Provincial Drug Administration issued the interim regulations on the Administration of imported drugs and Medical Devices in Guangdong-Hong Kong-Macau Greater Bay Area mainland of Guangdong Province (draft), which openly solicited opinions from the public. it is proposed that the imported medical devices urgently needed clinically should be those that have been purchased and used by public hospitals in Hong Kong and Macao, are clinically urgent, are advanced in clinical application, and have not been approved and registered in the mainland of China. And registered products can not be replaced by medical devices, in line with the above conditions can be imported.

In the first half of this year, the Guangdong Provincial Health Commission issued a public announcement on the list of imported products of provincial health institutions in 2021, compared with the list of imported products of provincial health institutions issued by Guangdong Provincial Health Commission in 2019. The number of medical equipment that can be purchased has dropped sharply, from 132 to 46.

Recently, the Shaanxi Provincial Health Commission issued the measures for the Administration of imported products purchased by the Government of Budget Units (hereinafter referred to as the "measures"), and the procurement of imported medical products will be subject to more stringent examination and approval. The "measures" require that the government shall organize a centralized demonstration of imported products once a quarter, and in principle will not accept applications for sporadic procurement of imported products from various units except in special circumstances such as budget adjustment and emergency treatment.

The procurement of imported products shall meet one of the following conditions: (1) it is not available in China; (2) it cannot be obtained under reasonable commercial conditions; (3) it is otherwise stipulated in laws and regulations that it is necessary to purchase imported products; and (4) the technical performance index of domestic equipment can not meet the demand.

A few days ago, the Finance Bureau of Hangzhou City, Zhejiang Province issued an important news that in order to speed up the construction of a new development pattern with domestic and international circulation as the main body, according to the "notice of the General Office of the Zhejiang Provincial CPC Committee and the Zhejiang Provincial people's Government on further strict economy and insisting on tight days" and the spirit of the relevant documents on import product management of the Ministry of Finance and the Provincial Finance Department, standardize the procurement of imported products by municipal units. Give full play to the policy function of government procurement and encourage and support independent innovation.

Purchasers should encourage and support domestic independent innovation and speed up the promotion of domestic substitution of imported products. If the products to be purchased are domestic similar substitute products or the quantity of similar imported products has been purchased to meet the corresponding demand, imported products shall not be purchased in principle. In addition to meeting special needs, the total amount of imported products procured by the government has declined by more than 10% annually in the three years from 2021.

This series of actions at the local level have confirmed the country's determination to promote domestic substitution of imports, and under the dual stimulation of market and policy, the process of domestic substitution of medical devices will be accelerated.

"made in China 2025" proposes to improve the innovation ability and industrialization level of medical devices, focusing on the development of high-value medical consumables such as imaging equipment, fully degradable vascular stents, wearable, remote diagnosis and treatment, and other mobile medical products. We will clearly support the development and growth of industries in biotechnology, high-end equipment and materials, vigorously promote innovation and industrialization in emerging frontier areas such as intelligent systems and precision medical care, and form a number of growth points. The outline of the healthy China 2030-year Plan clearly calls for strengthening the innovation capacity of high-end medical devices and promoting the localization of medical devices.

Listed companies of medical devices are expected to benefit

Under the background of hospital construction and the acceleration of domestic substitution, the relevant listed companies mainly engaged in medical equipment are expected to benefit. After the completion of the hospital construction project, the subsequent configuration of medical equipment is mainly related to the procurement of all kinds of diagnosis and treatment equipment, including medical imaging equipment, life support equipment, IVD in vitro diagnosis equipment, large-scale treatment equipment and so on.

In the field of medical equipment, Mindray Medical and other leading enterprises are leading domestic companies to achieve domestic substitution in the fields of monitor, ultrasound, IVD and so on. Neusoft Medical and other medical imaging companies also gradually occupy a place in the market of large-scale imaging equipment such as CT, MRI, PETCT. Lepu Medical is a platform enterprise with the layout of the whole cardiovascular industry chain in China, and it is the main manufacturer of DSA made in China. Kaili Medical is the leading enterprise of ultrasound equipment in China, and its product line mainly involves ultrasound diagnosis system, electronic endoscope system and in vitro diagnosis system. Wandong Medical is the leading DR enterprise in China, covering large-scale imaging products, mobile imaging products, imaging diagnostic services, tube ball production companies and ultrasonic diagnostic products of Yum of Italy.

However, in the early evaluation of government procurement in Sichuan Province, it is considered that there is a gap between fully automatic nucleic acid detection analyzer, gene sequencer, automatic multi-channel fluid transfer workstation, fully automatic animal blood routine analyzer, fully automatic coagulation analyzer (animal), fully automatic enzyme immunoassay system, fully automatic chemiluminescence immunoassay analyzer and so on. It is difficult to meet the requirements of medical and health laboratories. It seems that China's medical equipment industry still needs to make efforts.

The "plan" calls for strengthening the construction of county medical communities, encouraging county-level hospitals to build open and shared centers for imaging, ECG, pathological diagnosis, and medical testing, strengthening telemedicine and information equipment, connecting with high-level provincial and municipal hospitals, and connecting with grass-roots medical and health institutions. It is not clear whether this will have an impact on the third-party inspection market. In the third-party inspection market, Jinyu Medicine, Dean Diagnostics and Adikang are currently the top three in China's third-party medical testing industry, accounting for 70% of the national market share.