At the 29th China Pharmaceutical Industry Development Summit held recently, Wu Haidong, deputy director of the Consumer Products Division of the Ministry of Industry and Information Technology, said that in the upcoming plans, some past policy adjustments and improvements in industrial innovation capabilities will occur. Obvious changes, medical insurance will further improve and improve the ability to support.

The national "13th Five-Year Plan" outline is clear, it is necessary to improve the stable and sustainable financing and reimbursement ratio adjustment mechanism of medical insurance, improve the insurance insurance payment insurance policy; reform medical insurance management and payment methods, rationally control medical expenses, and achieve a sustainable balance of medical insurance funds; Encourage the development of supplementary medical insurance and commercial health insurance.

Uncertainty at the policy level this year has increased, such as the “Sanming model”, which may put pressure on the expectations and valuation of prescription drugs. On the other hand, the recent heavy medical reform policy has been frequent, and there are positive policies for prescription outflows, graded diagnosis and treatment, rehabilitation, and shortage of drugs. Selecting sub-industries and individual stocks with future trends from the policy level is the main direction of the next stage.

The theme of “big medical reform” is still the main line running through the whole year: the market has the fastest cognition, and the most concerned is the medical mainstream and prescription outflow line that has been continuously recommended in the near future. Whether it is the 16-year key plan for medical reform at the national level or the active pilot program at various levels, prescription outflows are the general trend. National “distribution + retail” dual-leaders and regional double-leaders will all gain business growth, and in the long run, leading pharmacy companies will also benefit. In addition, in the field of medical services, the state's policy support in grading diagnosis and treatment is not inferior to the separation of medicines.