2010 Credit Suisse 中国医疗行业深度研究报告

chanlky

2021

收藏 2010-02-25

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.

附件列表

20100111 CS China Healthcare Sector Initiating Coverage Report.pdf

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stingme

2010-3-14 01:29:07

本来想说很多的，但实在是没办法说了，不管你是哥们还是娘们，在这个论坛上没有所谓有聊或无聊的事情，大家就是各有所需、各取所需，论坛上这么多人没有人轻易就对别人妄加评判，我见过的你是第一个，所以我很气愤，也很无奈，你这样的人如果很多，这个论坛就没办法生龙活虎的弄下去！是的，我不应该报复你，也给你瞎评分（把我弄得和你是同一个层次的人了），这是我的不对，在这里我说一声抱歉！