Text/Xinna
Editor/Wang Xiao
Photo/pixabay
A poop letter flowing out of the industry has made the A-share medical sector worse. At the close of trading on March 15, 2022, Aier Ophthalmology, two leading enterprises of private medical institutions, fell by 11.41%, and Tongce Medical fell to a halt.
The above-mentioned memorandum is a letter issued by the Department of Structural Reform of the National Health Commission to the Institute of Information of the Chinese Academy of Medical Sciences and the Private Hospital Branch of the Chinese Hospital Association "Please assist in providing relevant research materials" to collect relevant content such as "whether the listing and financing of for-profit medical institutions will produce adverse demonstration effects".
"Finance and Economics Health" learned from relevant insiders that the document is a real document. However, "the hair is very urgent, and it is not clear what the big background is".
The reason why this letter has attracted special attention in the industry is because "everyone is afraid whether medical treatment will become like the education and training industry." A health industry analyst said they are keeping up with the policy wind.
At 4 p.m. on March 15, Tongce Medical replied that at present, it is still verifying the authenticity of the documents, and the company is operating as usual. As of press time, Aier Ophthalmology has not replied; the telephone of the Department of Physical Reform of the National Health commission has not been connected.
For the memorandum of the Department of Structural Reform of the National Health and Health Commission, the above-mentioned informed source said that the competent department often sends a letter to collect some information and information, which is still a certain distance from the formation of actual policies, "they often do some research on reserve topics."
Why do authorities collect information?
The file name is "Letter from the Department of Institutional Reform of the National Health Commission on Requesting Assistance in Providing Relevant Research Information", which mentions that in order to promote the sustainable and standardized healthy development of social medical services, it is necessary to ask relevant departments, associations and experts to provide research materials in three aspects, and feedback to the Department of Institutional Reform of the National Health Commission before March 15.
The three aspects are: whether the listing financing of for-profit medical institutions is in line with the policy orientation of the development of the health industry; whether the listing financing of for-profit medical institutions will have an adverse demonstration effect in the medical industry; and whether the listing financing of for-profit medical institutions will lead to the risk of disorderly expansion of social capital in the medical field.
In the view of the above-mentioned insiders, considering whether there will be adverse effects on listed financing, it mainly depends on whether the purpose is to seek short-term profits or maintain long-term doctrine, and it can be measured that capital has brought positive changes to the construction of local specialties or the local people.
An industry insider analyzed that capital itself does have profitability, but doing anything to become stronger and bigger needs funds, and private enterprises have to rely on financing.
What is the role of private healthcare?
In 2019, the "Opinions on Promoting the Development of Sustainable Health Norms for Social Medical Services" issued by the ten ministries and commissions of the state changed the positioning of social medical services from "important supplements" to "important components" and "important forces" to meet different medical needs.
According to the above-mentioned insiders, the information received so far is that future documents may change the positioning of social medical services to "important supplements" again.
Compared with the data in the Statistical Bulletin on the Development of Health and Health From 2015 to 2021, although the number of private hospitals has increased from more than 14,000 to 25,000, an increase of 72.19% in six years, the proportion of diagnosis and treatment visits is still limited. In 2020, 2.79 billion visits were made in public hospitals, accounting for 84.0% of the total number of hospitals, and 530 million visits in private hospitals, accounting for 16.0% of the total number of hospitals.
The above-mentioned insiders believe that in the final analysis, the overall development of private medical care is still in the early stages, and it is necessary to strengthen its own medical level and quality.
According to the official website of the National Health Commission, the main responsibility of the Department of Structural Reform of the National Health Commission is to undertake the specific work of deepening the reform of the medical and health system, study and put forward suggestions for major guidelines, policies and measures for deepening the reform of the medical and health system, and undertake to organize and promote the comprehensive reform of public hospitals.
Although it is only to collect corresponding information, the above-mentioned insiders still reminded that "we must pay close attention to the future policy trend."
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