Health & Beauty

The National Bureau of Statistics announced the main data results of the seventh national census on May 11. Statistics show that compared with 2010, the proportions of the population aged 0-14, 15-59, 60 and above increased by 1.35 percentage points, decreased by 6.79 percentage points, and increased by 5.44 percentage points, respectively. The National Bureau of Statistics pointed out that the proportion of children in my country has rebounded, and the adjustment of the birth policy has achieved positive results. At the same time, the degree of population aging has further deepened, and the pressure of long-term balanced development of the population will continue to be faced for a period of time in the future.

Under the influence of this news, on May 11, pension concept stocks and biomedical listed companies were sought after by the market. Flush data shows that 17 pension concept stocks rose more than 5%, of which Yihua Health, Aoyuan Meigu, Nanjing Xinbai and other daily limit. In addition, according to the industry classification of Shenyin & Wanguo, 37 medical and biological concept stocks rose more than 5%.

The population problem has always been an overall, long-term, and strategic issue facing our country, and changes in population size and structure will also affect industrial transformation and reshaping. The development of the medical and health industry is closely related to demographic changes. Many experts interviewed by a reporter from the Securities Daily believe that the aging of the population will increase the demand for medical care, which is conducive to the development of most segments of the pharmaceutical sector.

"At present, the overall decline in the number of newborns and the increase in the proportion of the aging population may have a profound impact on the future demographic structure. The most significant feature of an aging society is that it will bring about an increase in medical expenditures and bring continuous growth to the entire sector. "Zhang Jialin, chief analyst of the pharmaceutical industry of ICBC International Research Department, told a reporter from the Securities Daily.

Medical and health needs continue to increase

Data from the seventh national census showed that the proportion of the population aged 60 and over in my country reached 18.70%, of which the proportion of the population aged 65 and over reached 13.50%.

Ning Jizhe, deputy leader of the Seventh National Census Leading Group of the State Council and Director of the National Bureau of Statistics, said that population aging is an important trend in social development and my country's basic national conditions for a long time to come. This is both a challenge and an opportunity.

Ning Jizhe pointed out that in terms of challenges, the aging of the population will reduce the supply of labor, increase the burden of family pensions and the pressure on the supply of basic public services. At the same time, we must also see that the aging of the population has promoted the development of the "silver economy", expanded the consumption of products and services for the elderly, and is also conducive to promoting technological progress. This brings some new opportunities.

"Intensified population aging will certainly benefit the entire pharmaceutical industry. For many countries, people over the age of 60 consume nearly 50% of medical resources, and this is likely to be the case for China. In comparison, the decline in fertility, The gradual peak of the total population has a much smaller negative impact on medicine." He Shan, the research director of Senrui Investment, told a reporter from the Securities Daily.

He Shan believes that the increasing demand for medical treatment due to the aging of the population is conducive to the development of most segments of the pharmaceutical sector. Among them, the profitability of private hospitals, elderly care and other fields that were not too sexy in the past is expected to improve and become new outlets.

Analysys medical industry analyst Zhang Jingwen said in an interview with a reporter from the Securities Daily that my country is accelerating its progress from a "mild aging" to a "moderate aging" stage. The probability of human disease is gradually increasing with age. The demand for medicine will further expand. At the same time, the elderly population is a group with a high incidence of chronic diseases. With the development of aging, chronic disease management will become the key development direction of the pharmaceutical industry. In addition, Internet medical care will also move towards aging and launch medical services for the elderly.

Capital accelerates the deployment of the pension market

Essence Securities released a research report saying that the size of the pension market in 2022 is expected to reach 10.29 trillion yuan. However, in this 10 trillion industry scale, it is not just the medical industry. Earlier, Han Mengying, a senior analyst at Analysys Research Center, introduced to reporters that just like teenagers and middle-aged groups, the needs of the elderly are diversified and involve a wide range of fields, which leads to a very complex elderly care industry chain with diverse links. , And there are many business intersections.

In this context, a reporter from "Securities Daily" saw on the investor interactive platform that under the trend of population aging, how to meet the needs of the elderly has become the focus of the layout of listed companies.

For example, *ST Jiaoang introduced that with the increase in the proportion of the aging population, the elderly care market is expected to further expand, and the company's main business development will benefit. 6 self-profit medical institutions for the elderly, with approximately 1,646 beds.

Lexin Medical said that in recent years, breakthroughs in basic technologies such as big data, AI, cloud computing, and the Internet of Things, as well as the rapid popularization of 5G mobile technology, have driven the digital, networked, and intelligent upgrade of health management products to achieve remote health management. More application scenarios have been introduced to further promote the health IoT and remote health management industry to usher in a golden decade.

Zhongxin Travel said that the tourism products created by Zhongxin have been loved by middle-aged and elderly consumers. After years of intensive cultivation, the company has a solid foundation for middle-aged and elderly customers. It is believed that with the development of China's aging trend, the company will become the best supplier and the biggest beneficiary of the tourism market for middle-aged and elderly groups.

Shuanglu Pharmaceutical introduced to investors that the company’s current listed products and research and development products have a wide layout in the field of chronic diseases, including tumors, cardiovascular and cerebrovascular, diabetes and degenerative diseases, liver and kidney diseases, etc. The company has seen my country in the early years. Entering into an aging society and many chronic diseases have gradually become younger.

In response to investor questions, Guomai Technology stated that it aims to solve the problems of insufficient supply and inefficiency of market-based elderly care services brought about by my country's aging. The company will promote the development of the "Smart University Pension" project based on its reserves in the Internet of Things, communications, education, and medical industries over the years. This is another application scenario formed by the company's integration and innovation based on cutting-edge technologies.