B[China implements medical rehabilitation and nursing capacity expansion and improvement project] October 8th, recently, with the approval of the State Council, the National Health Commission and the National Development and Reform Commission jointly issued the "Implementation Plan for the Medical Rehabilitation and Nursing Capacity Expansion and Improvement Project". The "Plan" focuses on expanding medical rehabilitation nursing resources and improving medical rehabilitation nursing service capabilities, and proposes 13 tasks and measures in 6 parts. It is an important document to guide the construction and development of the medical rehabilitation nursing service system. It is proposed to focus on "capacity expansion, quality improvement, balance and continuity", insist on doing our best, within our capabilities, adapting measures to local conditions, and implement steadily, focusing on the grassroots level to coordinate and increase the supply of medical rehabilitation nursing resources, further improve service capabilities, and effectively enhance the accessibility of rehabilitation nursing services for urban and rural residents. The work goal is that by 2030, significant results will be achieved in the expansion and upgrading of medical rehabilitation and nursing care, and a service system with complete functions, top-down linkage, integration of traditional Chinese and Western medicine, and efficient and accessible service system will be basically established to better meet the health needs of the entire population, in all aspects, and throughout the life cycle. B[Two departments: strive to achieve about 0.48 rehabilitation nursing beds per 1,000 population by 2030] On October 8, the National Health Commission and the National Development and Reform Commission issued the "Implementation Plan for the Expansion and Improvement of Medical Rehabilitation Nursing Capacity." It mentioned that the rehabilitation nursing service network should be improved. Improve the rehabilitation nursing service network with secondary hospitals as the main body, grassroots medical and health institutions as the base, tertiary hospitals as guidance and support, and other medical and health institutions participating together, to provide high-quality physical, cognitive, psychological and other functional rehabilitation nursing services. Optimize the allocation of medical and health resources, encourage the development of rehabilitation hospitals, nursing homes, hospice centers and other institutions, and guide secondary hospitals and primary medical and health institutions to expand their rehabilitation and nursing functions. Support social forces to establish large-scale and chain rehabilitation medical centers and nursing centers to meet personalized service needs. By 2030, we will strive to increase the number of rehabilitation nursing beds per 1,000 people to approximately 0.48, and establish at least one public rehabilitation hospital and nursing home in prefectures and cities with larger populations, higher levels of aging, and greater demand for rehabilitation nursing services. B[CITIC Construction Investment: The turning point of the medical device sector is coming] On September 29, CITIC Securities Research Report believed that long-term investment opportunities in the medical device sector come from innovation, overseas expansion and mergers and acquisitions. The sector’s innovation and internationalization capabilities have been recognized, and valuations are being re-evaluated. After the surge in the innovative drug sector, the medical device sector's globally competitive products with improved innovation and breakthrough innovation are gradually being recognized. There are also a number of companies that are actively strategically expanding the second growth curve and achieving high growth in overseas business, and their valuations are rising. It is recommended to continue to pay attention to the innovative medical device track with large market space and low localization rate, as well as investment opportunities in themes such as mergers and acquisitions, brain-computer interfaces, AI medical care, surgical robots, and exoskeleton robots. It is recommended to pay attention to the related catalysts in the clinical, registration, volume, and overseas expansion of innovative medical devices, such as PFA, RDN, TAVR and other products. The directions with more potential catalysts are expected to see individual stocks rise several times. In the future, AI medical care, brain-computer interfaces, etc. are also expected to become new technological directions that investors will focus on. B[Ten departments: The "15th Five-Year Plan" focuses on the development of rehabilitation medical devices such as exoskeleton robots, brain-computer interface driven exoskeletons, and AI gait analysis systems] On September 18, ten departments including the Ministry of Industry and Information Technology issued the "Fifteenth Five-Year Plan for the Development of the Pharmaceutical Industry." It is mentioned that the focus will be on the development of AI-assisted diagnostic products and key components such as high-end computed tomography (CT), magnetic resonance, and multi-modal AI pathology systems. Focus on the development of high-end radiotherapy systems, multi-modal AI surgical navigation and positioning systems, specialized and lightweight minimally invasive interventional surgical robots and other treatment equipment. Focus on the development of AI-driven closed-loop insulin pumps, non-invasive continuous blood pressure/glucose monitoring equipment, multi-parameter home heart failure management systems and other home medical devices. Focus on the development of rehabilitation medical devices such as exoskeleton robots, brain-computer interface driven exoskeletons, and AI gait analysis systems. B[More than a thousand listed companies have received institutional surveys in the past month] September 12th. Recently, institutional survey activities have maintained a high level of popularity. Technology growth, high-end manufacturing, medical equipment and other sectors have become the focus of the organization. Wind data shows that from August 12 to September 11, a total of 1,055 A-share companies accepted institutional surveys. Among them, Micron and Microelectronics are the most favored by institutions, with 389 institutions participating in the survey; companies such as Focuslight Technology and United Imaging Healthcare were surveyed by more than 300 institutions. The sustainability and quality of performance growth are the focus of institutional research. Institutions not only pay attention to the company's operating income, net profit and other financial indicators, but also further inquire about changes in gross profit margin, expenses, exchange rate fluctuations and quarterly operating trends. At the same time, the commercialization progress of new products, orders in hand and customer verification have become high-frequency content in the research minutes of technology companies. For companies with a higher degree of globalization, overseas revenue growth, customer expansion and capital expenditure arrangements are also of concern. (Securities Daily)
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