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【出版时间及名称】：2009年11月中国医疗行业研究报告
【作者】：摩根大通
【文件格式】：PDF
【页数】：51
【目录或简介】：
Table of Contents
Next major sector .....................................................................3
Rising demand and rising market share is the key .......................................................3
Near term catalyst from new hospitals.........................................................................3
Table 1: Asian Healthcare Comparison .......................................................................5
Low spending per capita drives superior growth .........................................................6
More prosperity should lead to acceleration in healthcare spending ...........................6
Lower fees for individuals to stimulate demand ..........................................................7
Investing in healthcare is benign to inflation ...............................................................7
Investing in more healthcare infrastructure..................................................................8
Aging population driving the adoption of medical insurance ......................................9
Medical equipment .................................................................10
Key Success factors in Medical Devices ...................................................................10
Selected medical devices/consumables companies in China .....................................11
Pharmaceutical and TCM.......................................................12
New stricter rules on new medicines .........................................................................12
New Essential Drugs List to add brand new markets.................................................12
Selected Pharmaceutical and TCM companies ..........................................................13
Distribution .............................................................................16
Selected companies with extensive drug distribution businesses ..............................17
Companies
Sinopharm..................................................................................................................22
Shandong Weigao Group Medical Polymer Co. Ltd. ................................................28
China Shineway Pharmaceutical Group Limited .......................................................34
Mindray Medical........................................................................................................40
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