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报告导航：研究报告— 生命科学—制药医疗
2000-2008年中国医疗器械商业服务行业投资方向研究报告
字数:3.2万 页数:126 图表数:160
中文电子版:6500元 中文纸版:6000元 发布日期:2008-07
英文电子版:2500美元 英文纸版:2300美元
编号:FW004 附件:下载 购买报告

　　中国是世界第一人口大国，拥有13亿人口，丰富的人口资源为国内医疗服务行业的发展提供巨大市场。现有的医疗资源满足不了人们对医疗资源的需求，巨大的需求缺口造成了“看病难、看病贵”问题。然而，目前中国非公立医疗服务机构发展却很不充分。国家提出积极吸引社会资金发展医疗卫生事业的发展思路，对中国非公医疗服务行业提供巨大发展机遇。

　　2007年1-11月，中国医疗仪器设备及器械制造行业实现累计工业总产值514.46亿元，比上年同期增长21.42%；实现累计产品销售收入493.18亿元，比上年同期增长22.17%；实现累计利润总额52.64亿元，比上年同期增长42.51%。未来几年内，中国将超过日本，成为全球第二大医疗设备市场。到2010年中国医疗器械总产值将达1000亿元，在世界医疗器械市场上的份额将占到5%。

　　中国医药商业行业处于十年高速增长前期，预计到2016年中国医药商业的分销规模将达到1万亿左右。中国医药分销市场竞争不断加剧，医药商业的集中度也正在不断提高，一批全国性和区域性的龙头企业正脱颖而出，医药商业由分散走向集中将是不可改变的趋势。

　　《2000-2008年中国医疗行业上市公司投资方向分析报告》研究的是包括医疗器械、医疗服务和医药商业在内的18家上市公司2000－2008上半年的所有投资项目，总结该行业的投资趋势，以及各企业的投资特点和投资趋势。

　　从下图来看，上海市的医疗项目投资最多，占全国投资总额的22.72%；名列投资总额第二到第五名的分别是湖北、江西、北京和浙江。

2000-2008H1中国医疗行业上市公司的项目投资分布图（按省市）
200807239.gif


　　18家医疗器械商业服务行业上市公司中，2000－2008H1投资额最大为上海医药，达到25.49亿元，其次是人福科技和诚志股份。

2000-2008H1医疗行业上市公司的投资统计图（前10名公司）
 200807240.gif

　　本报告还分别分析了18家医疗行业上市公司的项目投资情况，譬如上海医药（600849）。

上海医药2000至2008的项目投资分布图（按行业细分）
 200807241.gif

上海医药（600849）2001至2007的项目投资金额年度 项目投资额(百万元)
200807242.gif

上海医药（600849）的投资特点

  •  上海医药的主营业务为中、西药品的制造、分销和零售。多元化方向：医药物流业。
  •  公司每年投资额都保持较高水平，其中2004年达到6.25亿元，为历年最高，公司近四年投资以非募集资金为主。公司投资集中在华东地区。
  •  公司是国内三大药业商业巨头之一，药品分销是其亮点，其中医药纯销直接覆盖3900余家医院，纯销规模已超过90亿元。公司积极推进国际化战略，与世界领先的医药分销企业日本铃谦株式会社共同设立分销合资公司；在医药工业方面，与美国百利高公司签署大宗国际合同制造（OEM）协议，包括7个产品，21亿片/年，将来有望增加至30亿片/年；物流方面，公司建成年吞吐量达150亿元/年的物流中心。


说明：客户在购买本报告时，我们可以将数据更新到最近的一个季度。

 

China is the largest country in the world in terms of population. Its population of 1.3 billion people provides a huge market for the development of China’s medical service industry. The existing medical resources are far from being able to satisfy people’s demand, which results in the problems to be difficult and expensive to see a doctor. However, China’s non-public medical service industry is underdeveloped seriously. So China has put forward the ideas to develop medical and health service system by actively introducing non-public funds, which provides a great opportunity for the development of China’s non-public medical service industry.

From Jan. to Nov. 2007, the total industrial output value of China’s medical instrument and apparatus manufacturing industry hit CNY51.446 billion, up 21.42% against the same period of the previous year, while the accumulated sales revenue and accumulated profit reached CNY49.32 billion and CNY5.26 billion, up 22.17% and 42.51% year on year respectively. In the next few years, China will surpass Japan and become the second largest medical instrument market in the world. The total output value of China’s medical instruments and apparatus industry will reach CNY100 billion in 2010, taking up 5% share in the world’s medical instruments and apparatus market.

This report makes an in-depth analysis on all investment projects financed by 18 listed companies, covering medical apparatus producers, medical service providers and pharmaceutical producers with investment in medical instruments, from 2000 to 2008 and also makes summary of investment trends of China’s medical industry as well as investment features and investment trends of the listed companies.

The following chart shows that Shanghai has the biggest investment in medical projects by taking up 22.72% share of the national total, followed by Hubei province, Jiangxi province, Beijing and Zhejiang province.

Investment Distribution of China Listed Medical Companies (by Region) 2000-1H2008
 200807243.gif

Resource: ResearchInChina

Among the 18 listed companies, Shanghai Pharmaceutical Co. Ltd. ranks first in terms of investment amount from the year of 2000 to the first half of 2008 with a total amount of CNY2.55 billion, followed by Wuhan Humanwell Hi-tech Industry Co., Ltd. and Chengzhi Shareholding Co., Ltd.

Top 10 Companies in Terms of Investment, 2000-1H2008
 200807244.gif
Resource: ResearchInChina

This report makes an in-depth analysis on all investment projects financed by the 18 listed companies. For example, Shanghai Pharmaceutical Co., Ltd. (600849) is referred in this report.

Investment Distribution of Shanghai Pharmaceutical Co. (by Sector), 2000-2008
 200807245.gif
Resource: ResearchInChina

Investment of Shanghai Pharmaceutical Co., 2001-2007Year Investment amount(CNY million)
200807246.gif

Investment Features of Shanghai Pharmaceutical Co., Ltd

  •  Main Business: production, distribution and retail of traditional Chinese medicine and western medicine; diversification direction: pharmaceutical logistics industry.
  •  The company has kept a high investment amount for many years. Its investment hit CNY625 million in 2004, which is the highest record of this company. In the past four years, its investment was mainly financed by non fund raising. Its investment is concentrated in East China.
  •  The company is one of the three giants in China’s pharmaceutical distribution industry. Medicine distribution is its highlight, covering more than 3,900 hospitals across China with sales of more than CNY9 billion. With the help of its strategy of international development, the company together with SUZUKEN Co., Ltd., a world leader in pharmaceutical distribution, has set up a joint venture engaged in pharmaceutical distribution. It has also signed OEM agreement with American Perrigo Company (NASDAQ: PRGO) regarding seven varieties of products and the commitment of 2.1 billion pieces a year, which is hopeful to reach three billion pieces annually. As for pharmaceutical logistics, the company has built a logistics center with an annual throughput of CNY15 billion.

Note: When you purchase this report, we can update the data to the most recent quarter.
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