Trillion level market! Investment Trends in the Big Health Industry: Medical Services

The 21st century is the century of human pursuit of health; The 21st century is a new era in which everyone enjoys health care; In the 21st century, from developing the economy to caring for one's own health; What people need most in the 21st century is health. Health is the most precious wealth in life! Without a healthy body and mind, everything is impossible to talk about.

The rapid development of the big health industry, with its huge market and vast prospects, has made investment in the big health industry the most popular topic of discussion at present.

1. Scale of the Big Health Industry

The "Healthy China" strategy clearly states that by 2030, the total scale of the health service industry will reach 16 trillion yuan. In 2020, the revenue scale of China's big health industry exceeded 7 trillion yuan, and it is expected to reach 9.0 trillion yuan in 2024 and 13 trillion yuan in 2025.

In 1989, the United Nations World Health Organization (WHO) gave a new definition of health,

Health is a state of complete physical, oral, mental, and social well being and not Merely the presence of disease or confirmation

Health is not only the absence of illness and weakness, but also includes physical health, mental health, good social adaptation, and moral health.

The scope of 'big health' is broader than that of 'health', emphasizing more on global and full cycle aspects.

The trinity of "prevention+diagnosis and treatment+wellness" model is a significant feature of great health.

In the late 1990s, health management began to emerge in China; In 2001, the first health management company registered in China; After more than 20 years of development, China's major health industry has formed five basic industrial clusters:

The medical industry with medical service institutions as the main body;

The pharmaceutical industry mainly focuses on the production and sales of drugs, medical devices, and medical consumables;

The health product industry with the production and sales of health food and health products as the main body;

A health management service industry that focuses on health testing, consulting services, rehabilitation, and health promotion;

A healthy elderly care industry with the elderly care market as the main body.

2. Investment Trends

Since the new healthcare reform, the investment enthusiasm in the big health industry has significantly increased with market awareness, and capital operations in various tracks are active.

Data shows that the largest amount of investment and financing in China's healthcare industry was concentrated in 2021, reaching 416.944 billion yuan for the entire year. The largest amount of investment and financing was in 2019, reaching 2044.

Affected by the COVID-19, the market demand of China's mass health industry will rise significantly in 2020;

In the post pandemic era, people's attention and demands for health will continue to increase, and the potential for the big health industry to absorb capital is significant.

Value investment and track optimization have already emerged on paper.

The largest market size is in the medical service field, including hospitals, out of hospital health management, digital healthcare, and medical informatization, reaching 4.7 trillion yuan.

3. The inclined force of industrial development

Look at policies in the short term, land in the medium term, and population in the long term

Affected by the accelerating trend of population aging, a series of social problems will emerge in the future, and the government attaches great importance to it and elevates it into a national strategy through "population aging". On this basis, the support of medical technology and funding is the trend of the development of the big health industry, which can be described as "getting the sky, the earth, and the time".

Definition of aging:

According to the World Health Organization's segmentation criteria for aging societies ("aging society", "aging society", and "super aging society" respectively account for 7%, 14%, and 20% of the population aged 65 and above)

The 2022 Government Work Report proposed: "Actively respond to the aging population, optimize the supply of elderly care services in urban and rural areas, and promote high-quality development of the elderly care industry. Addressing population aging has become a national strategy.

The baby boom population from 1962 to 1976 will enter an aging population in the next 5-10 years. It is expected to enter a super aging society with a proportion of over 20% around 2033, and then continue to rapidly increase to 35% by 2060.

4. Pioneers in medical services

On April 27, 2022, the General Office of the State Council issued the "14th Five Year Plan" for National Health, which focuses on the trend of population aging and the development strategy of Healthy China. It will promote the development of the medical and health industry from three levels: prevention, diagnosis, and treatment.

The current level of aging in China is relatively similar to that of Finland 20 years ago.

As a wealthy Nordic country and the happiest country in the world, Finland is a pioneer in exploring health governance.

Finland has the world's highest quality welfare and healthcare system, with an average lifespan of 74 years for males and up to 80 years for females. In terms of the elderly care security system, it has the characteristics of multi-channel, multi-level, and various forms.

Finland not only has more than 400 elderly care institutions nationwide, but also popularizes home care, providing personalized, humanized, and precise medical services, providing rich learning and reference experience for China's response to "aging".

According to statistics, 90% of elderly people in Finland have achieved home care, of which 47.2% are elderly people living alone. Due to its unique and community-based healthcare and housekeeping services, in emergency situations, the elderly press the button on the alarm watch, and the monitoring center will quickly provide corresponding services based on the alarm situation. In addition, volunteers will also spend time with teachers through phone conversations or door-to-door visits, taking care of the mental and mental health of the elderly.