Lates News

CITIC Securities' recent research report pointed out that the initiation of the revision work of the commercial insurance innovative drug catalog by the National Medical Insurance Administration marks the substantive landing stage of the commercial insurance innovative drug catalog. The medical and health industry is expected to usher in a Davis Double-Clicking valuation system restructuring. It is recommended to continue to pay attention to the three investment themes brought by the development of commercial insurance: innovative drug and equipment; commercial insurance comprehensive service providers; differentiated medical terminals. It is recommended to pay attention to Sipai Health and Meixin Health under Shanghai Pharmaceuticals. CITIC Securities believes that the commercial health insurance payment for innovative drug and equipment is expected to increase from 7.3 billion yuan to 126.2 billion yuan from 2023 to 2030, with a CAGR of 50.3%.