Four major trends of social development in China
Trend one: Aging
China is currently a very serious aging country, the number of elderly population has exceeded 202000000, while this figure is still rising, is expected in the near future there will be one in every 4 people in the elderly! For example: Shanghai, the most economically developed city in China, the total population of over 65 years old is probably the equivalent of Singapore's total population!
In the case of the improvement of the level of material living standards, the cost of medical expenses will increase with age. According to data statistics show: 60 and 65 years old people in the medical expenses of the above 88% of the total number of people in front of all ages 1.5 to times. A basic common sense is that the cost of a person's age in health care will have a relatively rapid growth.
So what does this trend lead to? We can refer to some of the development of the western industry, such as the Department of orthopedics, why do we have the opportunity to have a chance in the future? There is a direct relationship with aging. In addition, the spine also has the opportunity to have a heart pacemaker, heart valve, and the former is a very fire stent, etc.; in the Department of Ophthalmology, the fundus of the surgery, all kinds of Department of Ophthalmology treatment equipment; there are tumors and tumor diagnosis; teeth and so on.
Trend two: Urbanization
Chinese cities have sprung up, how fast is this? In the first 30 years, about 500000000 of the rural population has become urban population, what is the concept? The equivalent of 100 Singapore so much, and the speed is not reduced, there will be another 60 people in Singapore will become urban population!
What is the relationship between this and the entire medical device industry? As soon as he becomes the city's population, the frequency of his going to the hospital will increase, and the demand for products and services will be improved. Purchasing power and consumption power year on year, there will be a huge difference.
Investment opportunities should be seen in these huge changes. So each industry means a lot of growth in the industry segments, such as diabetes, blood glucose monitoring equipment, such as hypertension, sub-health, wearable devices on the psychological state of management, these are the future of medical devices, which is the new growth point of future investment in the medical device industry.
Trend three: the rise of the middle class and the value market
China's entire industry market is developing very fast. But to the growth of the country's cities, especially in medicine can see a phenomenon: the growth of the two or three cities is faster than the first tier cities, first tier cities is about 16%, second tier cities is 20-30%. This shows that the current growth and future growth is not together. Why is the two or three tier cities growing so fast? The rise of the middle class is not open!
This is a very important phenomenon, because the needs of the middle class and those of the so-called high-end crowd, low-end crowd is not the same. High-end crowd value is the product quality and product brand, and then you do not care, because he is rich, he is not sensitive to the price, and the low-end crowd is very sensitive to the price, the quality is not sensitive. Demand for the middle class is not the same: the quality can not be too bad, at least have to reach 80-90%, and even 100%, but the price can not be too expensive, it is best to have a discount of 30%, but also the pursuit of the middle class is the high cost of products.
Is not in every field of medical devices have occurred? Of course not. At present, the medical device industry, many industry segments, this reversal is not a piece of the occurrence, and some are not any sign. For example, in those relatively low barriers to entry, relatively low technological content of the industry inside some of the faster, so will appear domestic enterprises out, immediately put imports hit splinters; but in some technical threshold requirements are relatively high, like the joint industry, enhance the speed is relatively slow as this is future development, investment in the future is a opportunities and directions.
Trend four: all the people on the Internet
At present, China's national mobile phone ownership rate reached 95%, is the highest in the world. Mobile network is becoming the relationship between our lives. Advanced IT technology can lead to a lot of new growth points. IT big development of the dividend trend, but also to the development of the medical device industry and investment opportunities to come?
Thermometer is a very old product, there is no new growth, but a smart thermometer is called the smart thermometer to sell quite well. The mother is not sleeping well, to take the child's temperature, if she fell asleep the child's temperature is too high, the problem may be too late to regret, but with a smart thermometer is simple, the mother directly put a sensor attached to the child's armpit, the body temperature to a certain number of mobile phone will be called, but also easy to see the child's temperature. This makes the selling point of products sold.
The trend of the Internet has led to a new growth point, and new growth