2010 Credit Suisse 中国医疗行业深度研究报告

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Credit Suisse
中国医疗行业深度研究报告
55页 pdf
20100111

简介

After multiple delays, healthcare reform budgets may finally start to

make an impact in 2010E and generate more investment opportunities,

as: 1) healthcare reform policies finally started to take shape in 2009 and

2) economic recovery has become more certain.

■

Momentum in medical devices should continue to be strong. With

incremental government investment, we believe China’s medical device

market should experience a 26% CAGR over 2009-11E, the highest in

China’s healthcare sector.

■

The government’s strong support should continue to propel higherthan-

industry average growth for the Chinese medicines segment. The

government continues to invest in Chinese medicine doctors’ training

programmes and emphasise Chinese medicines’ low costs

■

Drug distribution industry consolidation should accelerate in the near

term, due to: MOFCOM’s announcement on 25 December 2009 of

regulating the drug distribution industry, the restructuring of multiple SOEs,

and the implementation of healthcare reform at the provincial level.

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关键词：Credit 行业深度研究 Suisse cred 医疗行业 中国 研究报告 Credit 医疗 Suisse

好贵哦。。。

我下了...........

My goodness. So expensive

文章下载了！
里面主要数据预测到2011！！
企业分析有国药，山东威高，药明康德！

DDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDD

太贵了，建议适度降价
已收藏，待降价后购买。
同时：
建议lz把内容目录上传

楼主太好了，把这个给降价了哈哈
http://www.pinggu.org/bbs/viewthread.php?tid=690136&highlight=%D2%BD%C1%C6

但仍然有点贵啊 ，能将到50吗？

DDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDD