2005 is the first year of hospital reform, and will also be hospital investment hot year.
Today, 38-year-old Chen Ping has once again walked to the intersection of life. In recent months, Chen Ping's employee hospital in Wuhan is in the middle of Guangdong Province, a boss who is doing electrical appliances in Guangdong Province, and it has been so hot, and it has already arrived at the stage of "hand in hand". According to the news explored by Chen Ping, Guangdong boss will hold more than 80% of the shares and become a new "parent" of more than 80 people in the hospital.
In this regard, Chen Ping is still mentally prepared. During this year, Chen Ping specialized in Shenzhen, excused to visit the five-year graduate student classmate, and in fact, the students have contacted a foreign-funded hospital, mainly "feasibility demonstration", after all, this is probably a game Top "strategic big transfer".
Although the treatment and living conditions after Shenzhen will increase a lot, but for his 12 years of the unit, Chen Ping is still full of midday, not to mention the martial arts of Wuhan people, people to middle age, back to the hometown, inevitable Summary. In fact, as long as the monthly salary of Guangdong boss is not less than 2,000 yuan, he is more willing to stay.
For this change, Chen Ping's lover blamed it in the province's large-scale state-owned enterprise restructuring boom, because "stripping non-business assets" is a habitual technique. However, Chen Ping, who understands the trend of medical industry, believes that this is a link in the country in the medical system "surgery". It is not only 66 second-class workers hospitals in Hubei Province, but also visible in the national medical system.
At the time of Chen Ping to 彷徨, some people are exciting to speed up.
"Let the hospital reform have been more violent!" On November 20, 2004, a medical investment advisory expert did not wait to say when accepting the "economic" interview, the "spring" of social capital into the medical service market has been coming, 2005 Will be the best time to dig this gold mite.
"The Chinese medical market may have an explosive growth with the United States in the 1970s." This is an expert in the US medical service industry for more than 10 years. At least $ 6 billion in foreign capital is waiting for the acquisition. Chinese hospital.
According to this expert, my country has 1.3 billion people, and the national medical consumption of 350 billion yuan will be equivalent to 4% of GDP. However, in the US, medical expenses account for 14% of GDP, South Korea, Japan, Hong Kong and other Asian countries and regions are also between 6% and 8%. From the annual per capita medical expenditure, the United States is $ 4090, Germany is $ 2339, Japan is $ 1741, South Korea is $ 587, while China is only $ 31.
On the other hand, according to the prediction, with the increase in the living standards of urban and rural residents and the increase in health care, the total market value of the China Medical Industry will be 640 billion yuan in 2005.
Industry insiders estimate, in the economically developed capital city, a three-year-old annual turnover is more than 300 million yuan, while in Shanghai, Beijing, Guangzhou and other population, the per capita annual income of 10,000 yuan or more city, most of the triants The annual business of the hospital is not less than 500 million yuan.
It is also disclosed that, for projects that invest 30 million yuan to build a specialty hospital, if the market is positioned accurately, it operates, usually in 5-6 years, fast may only take 3-4 years. Once the brand has established a brand in the market, the monthly income will be very stable.
Capital is always chasing the highest profit, the most growing popular industry. Experts believe that 2005 will be the best strategic investment time, because the medical system reform already has considerable foundation in China, policy reliance and market demand has gave birth to diverse reform results, such as shares, mergers and acquisitions , Sale, rental hosted, and set up groups.
2005, "Medical Reform Year"
For the reform of the national medical system, 2000 is not a watershed, because 13 documents promulgated in this year, basically contribute to the docking of the medical service industry and the capital market. Since then, joint ventures are built, Mergers and acquisition of hospital cases occur frequently.
First of all, on February 16, 2000, the General Office of the State Council forwarded 8 departments of the State Council, "Notice on the Guidance of Urban Medical System Reform", including the relevant departments to establish and improve medical institutions, practitioners, medical Admission system for medical services such as technical applications, large medical equipment, "Encourage all kinds of medical institutions to cooperate, consolidate, joint medical service group", "profitable medical institution medical service prices are released, according to law, according to law ", Public hospitals have entries such as" public competition, choice for the mainstay of various forms of the hospital, the implementation of the president's term of office "," all the door to the capital into the medical market.
In the next six months, the relevant departments have successively introduced 13 supporting documents, and the management of urban medical institutions, the two line management of medical revenue and expenditure, the relevant tax policy, regional health planning policies, etc., all made clear Provisions. This indicates that the medical system reform has entered the actual operational phase.
Subsequently, as the potential of China's medical service industry is increasing, the capital has accelerated the pace of entering, and it is especially urgent to be some multinational enterprises. In May 2002, the Ministry of Health issued the "Interim Measures for the Administration of Sino-foreign joint ventures and cooperative medical institutions", once again reduced foreign investment to enter the Chinese medical industry, that is, the total investment is not less than 20 million yuan, but the highest Holdings can reach 70%.
Although the domestic medical industry has begun to present a diversified situation in property rights, the fundamental problems of the medical system reform have not triggered, that is, the medical system reform of the "reducing government burden" is not only to reverse the medical insurance and pharmaceutical system. The situation is a hospital that is directly related to the public interest.
In April 2004, the National Health Work Conference was convened, and the Deputy Minister of the Ministry of Health held a high-minded meeting to actively encourage social organizations and individuals to participate in medical services. For social funds into medical careers, allowing investors to make reasonable returns; After the issuance of the relevant policies, the state will choose some cities to conduct medical system reform pilots. Gao Qiang's speech undoubtedly transmits an important information that will have a slutty actions in a sluggish national medical system.
At the 21st Century Medical International Forum held in August 2004, Zhu Qingsheng, deputy director of the Ministry of Health, first interprets the current medical system from the perspective of reform, ie "medical and health investment channels, absorbing social capital investment is not big, There is no complete breakage of the monopoly of public hospitals, and the landscape of all kinds of medical institutions is not formed, "and" public medical institutions' management system lack of vitality, the medical service model is more contradictory and the masses have a diversified contradiction " Wait.
According to incomplete statistics, the current number of private, Sino-foreign joint ventures and joint ventures and joint ventures in my country accounts for about 10% of the total number of hospitals, more than 1,500, small, difficult to meet many levels of health care needs.
According to Zhu Qingsheng, the state will further take effective encouragement policies to guide social forces to participate in the development of medical and health care, form a public hospital, private hospital, private hospital, and joint-stock hospitals, etc. on the macro level. Fair and orderly competitive medical service pattern. According to industry insiders, Zhu Qingsheng roughly portray the contour of the future China's medical system.
According to informed people, the "Hospital System Reform Guidance Opinion" will be introduced by the "Hospital System Reform Guidance Opinion" led by the Ministry of Health, which will contain a high level of gold, namely "state-owned capital will gradually withdrew from public hospital. Medical medical treatment In the organization, the shareholding of state-owned assets is not less than 51%. " This means that the medical system reform is about to enter the hospital property reform stage, and more social capital will be allowed to enter public hospitals.
In addition, it is worth paying attention. "The peeling work that is previously affiliated with state-owned and state-owned holding enterprises must be completed before 2005." The governments at all levels will only retain one or two large hospitals that provide basic medical services. Other hospitals. Will gradually be open to foreign capital. " Therefore, in the next year, there will be a large number of state-owned hospitals that all levels of state have embarked on the way. One step in the place
In fact, in nearly half of the provinces and urban areas, the relevant guidance of many hospital reforms has been introduced first, and the hospital restructuring is also in full swing. It is worth mentioning that most of the operational techniques have come to the front of the existing policy.
The most obvious example in Zhejiang Province. As early as March 2004, the Provincial Health Department issued the "Notice on Adjustment of Private Medical Institutions", and put some approval authorities from the provincial level, counties, and incorporate private medical institutions into regional health development planning and Industrial management range, enjoys the same legal status with public medical institutions.
On October 18, 2004, the Zhejiang Provincial Health Department announced further open medical market. The settings of various specialist hospitals in the future will no longer be uniformly approved by the provincial health administrative department, and according to the size of the province, the city, county three-level health administration. Approval. However, the Zhejiang Provincial Health Department is still very low, as civilized participation in medical reform and approval procedures for hospital establishment, temporarily lack national guiding policies.
In September 2003, the Hangzhou City, which has been completely opened, in addition to the medical subject, the medical category, the number of intensive, the setting area is not restricted, and there is also three preferential policies, one is that the profitable medical institution is not Available in regional and quantitative restrictions, and enjoy the investment promotion of industrial enterprises; Second, the medical revenue of the new hospital for three years is directly used to improve medical and health conditions, and can apply for exemption of business tax and property tax, urban land use tax. VAT, etc., the value-added tax of self-produced preparations; the third is that the eligible profitable medical institution can be approved for medical insurance designation units, in hospital level review, talent introduction, technical title assessment, participation academic organization and academic activities, etc. The same treatment as public medical institutions. After this reform, the city will only reserve 2-3 three-level public hospitals in the future, and the remaining more than 80 county-level public hospitals are all restructure.
It is also known that the "Opinions on Further Deepening Urban Medical Health System Reform will also be implemented after the provincial government approval," in principle, each unit, the city, the city, the comprehensive hospital and one Hospitals, counties (cities) focus on a comprehensive hospital and a Chinese medicine hospital, and a health center in each construction town is reserved, as well as "In principle, the governments at all levels will not invest in profitable medical institutions".
Behind the "excerpt" measures will undoubtedly be a hospital's investment boom.
Choose the correct investment path
For the upcoming investment boom, Liu Yanqun, Vice President of Beijing Aikang Hospital, said that there may be more acquisition methods, no accident, the future industry expansion will also take this road. A professor of a professor at the Beijing Medical University Hospital, "This is because public hospital front shrinkage has left a huge idle file."
The professor will be divided into three levels, one is to face the stripped enterprise hospital, easy to accept foreign capital, the equipment is also good, but the burner is relatively narrow. The second is the community hospital in the street, and there is general lack of funds and technology, so it is very welcome to foreign investment, but the advantages of technology, equipment, talents are lacking, and the investment of this type of hospital requires keen insight.
Then the actual situation is better, basically there is no financing demand, but due to its fundamental problem - property rights, investment in such hospitals should be said to be very difficult. Its advantage is obvious, but this advantage will gradually weaken, and the reform of the medical insurance system is also enabled all hospitals to compete on a relatively equal platform. This type of hospital will be a more strong impact.
Du Lexun, a professor of the Harbin Medical University Health and Economics, puts forward four outgoing roads in the original public hospital of "put out", namely the restructuring is a limited liability company hospital, or with the capital of the people, let them pay the acquisition and merge, or employee Shares, or hospital managers to buy; Second, the State Administration of China held a hosted contract with the government; the fourth is that the hospital application has become a private non-enterprise unit. However, some experts are optimistic to enter the profit-making small clinic and small hospitals, because on the one hand, through the acquisition of these small profit medical institutions will be easily achieved, on the other hand, from the development path of the currently successful profitable hospital, the great Part is to rely on their unique advantages in a medical field, especially in Chinese medicine orthopedics, acupuncture, tumor treatment, and infectious diseases, these specialist hospitals do not need to add a lot of equipment due to their strengths. Enter 1 million yuan can be opened, and better equipment can also be purchased.
According to the survey and estimation of Vine Jixian Investment Consultant Company, in general, 50,000 yuan can build a small clinic, 1 million yuan can do a small specialist hospital, more than 30 million yuan, the investment can start a family Real comprehensive private hospital. However, from the current point of view, if investment comprehensive hospitals must be willing to put on, take high-end strategies, adopt the most advanced equipment and treatment methods, otherwise it is difficult to compete with local public hospitals, and the profit speed will be very slow.
In fact, although the management mechanism of private hospitals is more advanced, most of the survival status is not ideal, because most of the private hospitals open a short-term effective subject, such as beauty, male and female dysfunction, gynecology, dermatology, stomatology, etc. Once the competition is intensified, it will shrink, with the heart bridge, liver kidney transplantation, joint replacement such as the big hospital, is not advantageous, generally critically ill patients, severe patients still choose public hospitals .
An industry analyst at Ping An Securities Institute also suggested that large-scale profitable hospitals are expected to be a hot spot in the next round of capital markets, because the high investment of this type of hospital has set a higher threshold for other intentional investors. And this is the advantage of listed companies with public fundraising sources.
According to information, there is 630 average hospitals in a provincial hospital, and the average professional equipment occupied by each bed is more than 100,000 yuan, so a hospital has to invest nearly 100 million yuan in professional equipment. According to estimates, a total investment amount of a comprehensive hospital with a certain scale is more than 200 million yuan.
In addition, the construction of hospital software in medical talents is more sustained in the construction of hospital software, which is critical to high quality medical services and is consistent with the goals pursued with profitable hospitals and investors.
Maximum risk: the lack of game rules
"So far, hospital investment is still very rare", a senior industry in the industry pointed out that the reason is that the policy environment, industry environment and commercial standards in the current medical field are still unregulated.
For the "discriminatory" policy of the industry, Cao Ronggui, president of the China Hospital Management Society, said that many private hospitals have undertaken social public health missions, and they are also the unified standards of the national health sector, and even all profitable investment in the hospital expansion However, it is still already set to a profitter hospital, and the taxation and land policy of the profitter hospital are implemented. It is still outside the medical insurance. "Even if it is defined as a non-profit hospital, it is still another eye-catching in the medical insurance designation and medical accidents. This situation has disadvantages to the future development of China's medical career. "
Not only that, in the government's financial subsidies, the preferential tax (the profitable hospital pays by 5% of the total income), the treatment of medical insurance designated units, the government-adjusted medical service price, the relevant policies is also inclined to non-profit hospital's. Cao Ronggui said that in general, non-profit hospitals will not consciously reduce costs, and it is exactly the opposite, and it is also possible to use these industries to monopolize resources to expand costs to obtain their own interests. Second, the lack of legal systems has become the biggest obstacle to the healthy development of the medical industry. According to experts, in addition to the "Regulations on the Administration of Hospital Administration" issued by the Ministry of Health, "Regulations on the Administration of Medical Institutions" and "Interim Measures for the Administration of Sino-foreign Joint Volleyments, Cooperative Medical Institutions", my country has no clear hospital property rights. National legal or administrative regulations for attributes.
In this environment, the definition, definition, operational norms and profit distribution of various property rights attributes are in a state in which they cannot be able to reform, and the cooperation with foreign capital, especially in collaboration with foreign capital. In terms of operation, there is still a lack of a clear operating rules and processes. "There is no game to make a game rule, often become the heart, the opportunity is big." The relevant person pointed out that my country urgently need to introduce a basic specification similar to the "Hospital Law" or "Medical Institution Management Law".
Again, in the case where the current advantage is extremely asymmetrical, public hospitals and investors lack the market language that can be docked, that is, the hospital party always accuses the short-term, trend of investors, and investors believe that the hospital's understanding of the market. Distorted. This kind of cooperation is destined to be a promising future.
Cai Renhua, director of the Ministry of Health, Ministry of Health, specifically pointed out that if absorbed social capital into public hospitals, in theory, in theory, contradicts the principles of public medical institutions that should not be profitable, and such a public hospital There will be a lot of confusion in operation.
The economist Yu Hui, has been committed to the medical control studies, also mentioned that most hospitals belong to state-owned institutions, block segmentation, diversification of property rights, if the investor enters the hospital, at least in the Ministry of Health, Ministry of Finance, and Reform Commission, State-owned-g -g management and other systems come back and forth. At the same time, the market status of state-owned public hospitals is superior, good, and the financing motivation is not large, and many hospitals are controlled by government departments, and after privateization, they are controlled by the board of directors, which has the problem of whether the government is willing to let.
Hospital reforms involve government organizations, personnel, finance, tax, national-funded, land, technical supervision, etc., all of them are hospitals, and they may affect the reform when they involve the benefits of the department. In addition, the person is the most difficult problem in the reform. In fact, the most resistance is from the traditional concept of employees. They are worried about their future, and some income is in the middle of the hospital, and the internal people rarely have the power of reform.
From the current situation, the main leadership of many local governments or the overall attitude of the leadership is active and determined. They only have two requirements: the employees do not go to the street, the assets are not lost, although many health bureaus have set up a reform office, investment mad office, etc. mechanism.
An expert also expressed concern from another perspective to the hospital restructuring, that is, with large-scale mergers and acquisitions and expansion, a number of hospitals in a region is likely to focus on a large or large capital, and people should enjoy the most Basic public health services and the most basic health care services may also be difficult to guarantee, because the capital is often biased in the latter in terms of public welfare and facility.
