根据采招网的公开中标信息，8月卫宁健康、创业慧康、久远银海、嘉和美康中标订单金额分别为1.00亿元、4303万元、1.02亿元、4216万元，同比增速分别为80%、40%、48%、126%。2024年1-8月卫宁健康、创业慧康、久远银海、嘉和美康中标订单累计金额分别为7.84亿元、6.10亿元、5.25亿元、1.98亿元，同比增速分别为-7%、18%、89%、-24%。大单方面8月份也有所回暖，四家公司8月份中标6个千万级以上项目，最高金额达4709万元。In August, there was a noticeable improvement in winning orders, and the quantity and amount of large orders showed a strong demand for medical IT construction. The cumulative winning order situation in 2024 remained stable.
According to a research report released by Haitong International, there was a noticeable improvement in winning orders in August, and the quantity and amount of large orders showed a strong demand for medical IT construction. The cumulative winning order situation in 2024 remained stable. The second half of the year is the peak period for medical IT business, and with industry policy support, there is expected to be an acceleration in demand release. Recommended companies to watch: Winning Health Technology Group (300253.SZ), B-soft Co., Ltd. (300451.SZ), Sichuan Jiuyuan Yinhai Software (002777.SZ), Jiameikang (688246.SH).
There was a significant improvement in winning orders in August.
According to the publicly available winning bid information on the Procurement and Bidding Network, the winning order amounts for Winning Health Technology Group, B-soft Co., Ltd., Sichuan Jiuyuan Yinhai Software, and Jiameikang in August were 0.1 billion yuan, 43.03 million yuan, 0.102 billion yuan, and 42.16 million yuan, respectively, with year-on-year growth rates of 80%, 40%, 48%, and 126%. The cumulative order amounts for Winning Health Technology Group, B-soft Co., Ltd., Sichuan Jiuyuan Yinhai Software, and Jiameikang from January to August 2024 were 0.784 billion yuan, 0.61 billion yuan, 0.525 billion yuan, and 0.198 billion yuan, respectively, with year-on-year growth rates of -7%, 18%, 89%, and -24%. In terms of large orders, there was also a rebound in August, with the four companies winning six projects worth tens of millions, with the highest amount reaching 47.09 million yuan.
Efforts are being made to promote the expansion of opening-up pilot projects in the medical field, which is expected to drive the demand for medical IT construction.
On September 8th, the Ministry of Commerce, the National Health Commission, and the National Medical Products Administration issued a notice on carrying out pilot projects to expand opening-up in the medical field. It mentioned that it is planned to allow the establishment of wholly foreign-owned hospitals (excluding traditional Chinese medicine, and not including the acquisition of public hospitals) in Beijing, Tianjin, Shanghai, Nanjing, Suzhou, Fuzhou, Guangzhou, Shenzhen, and the entire island of Hainan. The specific conditions, requirements, and procedures for establishing wholly foreign-owned hospitals will be notified separately.
Haitong International believes that the previous pilot project in the Shanghai Free Trade Zone in 2013 had already indicated China's determination to further open up the medical and service industries. Foreign-funded hospitals may supplement the supply of high-end medical services in China and have higher requirements for the level of healthcare informatization, which is expected to drive the demand for medical IT construction.
Risk Warning: There is a risk of data statistics omitting large orders and statistical errors; Policy progress is lower than expected; Industry demand is lower than expected; Industry competition intensifies.
