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中国医疗服务渐趋国际化 资本与政策热潮促供给改善

2017-05-12 18:28:18   经济参考报

老百姓对医疗需求的不断增长,在一定程度上也催热了资本对医疗服务业务的关注度。从2016年境内医院并购交易数量与金额均创历史新高,到近期美国哈佛大学附属麻省总医院来华签约、上海民营资本与公立三甲医院合作,再到日前召开的国务院常务会议确定支持社会办医的措施,业内认为,随着鼓励社会资本参与医疗行业的政策不断出台,以及基于互联网和新技术的更迭,医疗健康行业的市场热度将呈上升趋势。

  2016年医院并购专科类最活跃

普华永道发布的研究显示,2016年医疗健康行业的并购活动呈现爆发式增长。虽然境外医院和其他医疗机构并购金额增长迅猛,但境内医院仍是并购活动最为活跃的领域。在大型医疗管理公司并购和行业整合活动的推动下,2016年境内医院并购交易数量与金额均创历史新高。并购数量增至106宗,与2015年相比翻了一番多;交易金额达161亿元,较2015年增长了237%。

其中综合医院的并购活动涨势平缓,但其交易金额高达73亿元;医疗管理集团的交易金额增长最为迅猛,较2015年增长近30倍,达27亿元;专科医院的交易数量在2016年占到交易总数的一半以上,达到59宗,是境内医院并购最为活跃的领域。

普华永道中国医疗行业并购服务及北方区并购服务主管合伙人钱立强表示:“盈利好、可复制性强且医疗风险较小的连锁型专科医院一直最受投资者青睐。2016年,除了妇幼与口腔专科,整容和眼科由于具有相对清晰的盈利模式及较强的扩展性,也受到众多投资者关注,增长十分迅猛。”

上市公司爱尔眼科公告显示,2016年实现营业收入40亿元,较去年同期增长26.37%。2017年一季度实现营业收入11.97亿元,同比增长30.86%。

另外,统计显示,对民营医院和公立医院的并购在2016年出现井喷式增长。在大型医疗管理集团和医疗综合企业加大投资力度的背景下,对公立医院的投资金额升至约74亿元,较2015年增长7.8倍;除了二级甲等综合型医院外,大量三甲综合型医院在国家政策的驱动下也成为上市公司完善产业链布局的收购目标。对民营医院的投资在专科医院交易活跃的推动下,交易金额也翻了一番,达87亿元。

  医疗服务布局更多元化国际化

5月2日,上市公司览海医疗产业投资股份有限公司宣布与上海市第六人民医院、上海新虹桥国际医学中心签署合作框架协议,在新虹桥国际医学园区内设立骨专科医院。作为民营资本与公立三甲医院合作运营的骨专科医院,此举将有助于缓解骨科医疗资源的紧张局面、推动社会资本办医进程,以及促进入境医疗消费。据了解,骨专科医院占地约33300平方米,建成后将拥有400个床位,预计2020年底建成投入试运营。

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