Recently, Samsung Medical, a listed company, announced that it intends to acquire 5 rehabilitation hospitals such as Nanjing Mingzhou Rehabilitation Hospital with its own funds, with a total price of more than 840 million yuan.
The author | Rao Shuxin (intern editor) Xiao Xiang
Source| Medical Community (ID: vistamed)
The listed company received five rehabilitation hospitals in one fell swoop!
Recently, the listed company Samsung Medical (601567) announced that Ningbo Oaks Rehabilitation Medical Investment Management Co., Ltd., a subsidiary of the company, intends to acquire 100% of the equity of Nanjing Mingzhou Rehabilitation Hospital, Wuhan Mingzhou Rehabilitation Hospital, Changsha Mingzhou Rehabilitation Hospital, Changzhou Mingzhou Rehabilitation Hospital, and Ningbo Beilun Mingzhou Rehabilitation Hospital with its own funds, with a total price of more than 840 million yuan.
The announcement disclosed that the five rehabilitation hospitals have more than 200 beds, including 353 beds in Nanjing Mingzhou Rehabilitation Hospital, 337 beds in Wuhan Mingzhou Rehabilitation Hospital, 274 beds in Changsha Mingzhou Rehabilitation Hospital, 287 beds in Changzhou Mingzhou Rehabilitation Hospital, and 270 beds in Ningbo Beilun Mingzhou Rehabilitation Hospital, that is to say, Samsung Medical will win more than 1500 beds at one time in this transaction.
According to the enterprise investigation information, the three hospitals of Nanjing Mingzhou, Wuhan Mingzhou and Changzhou Mingzhou were all established in 2017, Changsha Mingzhou Rehabilitation Hospital was established in 2018, and Ningbo Beilun Mingzhou Rehabilitation Hospital was established in February 2020.
According to the announcement, Samsung Medical began to carry out industrial layout in the field of medical services since 2015, and after years of development, it has formed a chain hospital management and operation system, and gradually laid out the field of intensive rehabilitation. At present, Samsung Medical owns 8 hospitals, of which 6 hospitals are acquired through acquisitions. In 2020, the company achieved 1,004,500 outpatient visits, 38,900 discharges, 161,800 physical examinations, and medical service revenue of 1.399 billion yuan, accounting for 19.72% of the total revenue of listed companies.
It is understood that the Nanjing Mingzhou Rehabilitation Hospital, which is to be acquired, appeared in the announcement of Samsung Medical a year ago.
On April 10, 2021, Samsung Healthcare announced that its subsidiary, Ningbo Oaks Rehabilitation Medical Investment Management Co., Ltd., intends to acquire all the equity of three hospitals, including Nanjing Mingzhou Rehabilitation Hospital Co., Ltd., of which Nanjing Mingzhou has a purchase amount of 320 million yuan. On November 6 of that year, Samsung Medical once again issued an announcement to complete the acquisition, but it did not see the figure of Nanjing Mingzhou Rehabilitation Hospital.
Source: Nanjing Mingzhou Rehabilitation Hospital official website
Now, Samsung Medical has once again taken over the Nanjing Mingzhou Rehabilitation Hospital, which was "missing" in the previous announcement.
According to public information, Samsung Medical is a subsidiary of Oaks Group, formerly known as Samsung Electric, listed on the Shanghai Stock Exchange in June 2011 and renamed in October 2015. Oaks Group was founded in 1986, focusing on modern manufacturing industries such as intelligent electricity distribution and household appliances, and later crossed over to modern service industries such as real estate, medical and health, and finance. The Group currently has two major listed companies, namely Samsung Medical and Oaks International (listed on Hong Kong stocks).
It is understood that since 2002, Oaks Group has begun to get involved in the medical field, and rehabilitation is one of its current key layout specialties in the medical field, Oaks Medical has said that it will take the rehabilitation specialty hospital as one of the investment priorities, and create a characteristic rehabilitation brand as the core competitiveness of development.
Rehabilitation tracks are favored, and a number of listed companies are laid out
It is understood that in recent years, the listed companies that intend to show their fists in the field of rehabilitation medical treatment are not only Samsung Medical.
Just on March 29, Dahu Co., Ltd. (600257) announced that the company's holding subsidiary Dongfang Huakang and related parties Zhongkang Julong intend to jointly invest in the establishment of Jinxian Rehabilitation Hospital Company and Fengxiang Nursing Home Company. The registered capital of both companies is 30 million yuan, and the shareholding ratios of Oriental Huakang and Zhongkang Julong in both companies are 90% and 10%.
Previously, Great Lakes shares also laid out in the field of rehabilitation. In April 2020, Great Lakes announced that it had become the owner of Oriental Huakang and included it in the scope of consolidated statements, thus officially entering the chain rehabilitation. Oriental Huakang is a large group company integrating hospital investment and management of rehabilitation, nursing, medical care and teaching, which operates Shanghai Jincheng Nursing Home, Wuxi Guoji Rehabilitation Hospital and Nursing Home, Wuxi Liangxi District Guoji Nursing Home, Changzhou Sunshine Rehabilitation Hospital 5 rehabilitation and nursing medical institutions, all in the Yangtze River Delta economically developed areas, can open rehabilitation, nursing beds up to 2100.
In July 2021, Dahu Co., Ltd. announced again that it had jointly invested in the establishment of Hangzhou Oriental Huakang Rehabilitation Hospital Co., Ltd. and Hangzhou Jincheng Nursing Home Co., Ltd. with Oriental Huakang and Zhongkang Julong.
ST National Medical (000516) said on the investor interactive platform on March 30 that the project of Xi'an International Rehabilitation Medical Center Hospital (East Campus) will be promoted according to the company's overall arrangement.
It is reported that on January 18 this year, Gulian Medical, a subsidiary of Xinfeng Health Group, announced the acquisition of 100% of the equity of Ningbo Haishu Rehabilitation Hospital, and has completed the delivery, after the completion of the acquisition, the hospital intends to change its name to Ningbo Gulian Haishu Rehabilitation Hospital. It is reported that Gu Lian Haishu was established in June 2018, is a secondary rehabilitation hospital in East China featuring intensive rehabilitation, with 500 hospital planning beds and 350 open beds in the first phase, covering outpatient clinics, internal medicine, surgery, integrated traditional Chinese and Western medicine, children's rehabilitation and rehabilitation medicine.
On May 26, 2021, the listed company Tianchen Co., Ltd. (606620) announced that the company intends to build Shanghai Tianchen Rehabilitation Hospital, which has obtained the approval of the Shanghai Municipal Health Commission to build a medical institution in the early stage, and obtained the "Approval Letter for the Establishment of Medical Institutions", with the approved name "Shanghai Tianchen Rehabilitation Hospital", the provisional level is "level three", and the business nature is "for-profit".
Rehabilitation medicine will grow
Why do listed companies prefer rehabilitation tracks so much? It is understood that with the gradual deepening of the aging of the mainland population, the gradual increase of the population of chronic diseases, the demand for rehabilitation medicine is also increasingly strong, according to the "Lancet" research statistics, China is the world's largest rehabilitation demand of the country, in 2022 the total number of rehabilitation needs reached 460 million people, and such a huge demand is a good soil to promote industrial development.
According to data, as of 2020, the scale of China's rehabilitation market has increased from 57.5 billion yuan in 2016 to 122 billion yuan, and the scale of the rehabilitation market has reached the order of 100 billion. It is predicted that by 2025, the scale of China's rehabilitation market will further expand to 292 billion yuan.
The favorable policy level is also constantly stimulating the development of the industry. In June 2021, the "Opinions on Accelerating the Development of Rehabilitation Medical Work" jointly issued by the eight ministries and commissions also clearly supported and guided social forces to hold large-scale and chained rehabilitation medical centers.
In October of the same year, the National Health Commission issued the "Notice on Carrying out Rehabilitation Medical Service Pilot Work", which also specifically proposed to carry out rehabilitation medical service pilot work in 15 provinces including Beijing, Tianjin, Hebei, Shanghai and Jiangsu next year.
On February 21 this year, the State Council issued the "14th Five-Year Plan for the Development of the National Aging Cause and the Old-age Service System", emphasizing the need to enhance the ability of medical and health institutions to serve the elderly and strengthen the construction of the geriatric department of comprehensive hospitals. Support areas with abundant medical resources to transform some public medical institutions into nursing homes and rehabilitation hospitals.
It is understood that at the just-concluded "two sessions", Lu Lin, deputy to the National People's Congress and chief physician of the Department of Neurology of Shandong Provincial Hospital, suggested that rehabilitation medicine be adjusted to a first-level discipline as soon as possible, and the restrictions on rehabilitation of medical insurance policies should be changed, tilted towards rehabilitation treatment, and increased policy guidance and economic support for rehabilitation medicine.
Li Aichuan, deputy general manager of Dahu Co., Ltd. and president of Oriental Huakang, told the medical community that with the acceleration of the aging of the population and the increase of the number of chronic diseases, the state has paid more and more attention to the development of rehabilitation medical services. The government has repeatedly introduced relevant measures to encourage and support the construction of rehabilitation hospitals, geriatric hospitals and other specialized hospitals. Driven by the dual drive of policy support + strong demand, the number of listed companies laying out rehabilitation medical treatment in the future will increase, and social capital will further promote the rapid development of rehabilitation medicine.
In terms of medical insurance policy, according to Li Aichuan, the state has successively included a number of medical rehabilitation projects into the scope of medical insurance payment, which has significantly improved the level of protection of basic medical insurance in the field of rehabilitation in the mainland, reduced the economic burden of rehabilitation patients, and thus promoted the development of the industry.
Li Aichuan believes that under the dual drive of policy support + strong demand, the number of listed companies that will lay out rehabilitation medicine will increase in the future, and social capital will further promote the rapid development of rehabilitation medicine. In the future, driven by multiple factors such as policy dividends, population aging, and popularization of rehabilitation concepts, private rehabilitation medical care will usher in rapid development and benefit more people. (This article is published by "Seeing the Medical Community", reprinted with permission, and the author and source are indicated at the beginning of the article.) ）
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