The construction of old-age security system will speed up the development of consumer medical devices, which will benefit

An authoritative person recently revealed that the tax preference scheme of the financial department for enterprise annuity has basically taken shape and may become one of the important contents of the top-level design scheme of pension insurance.
According to China Securities News, the plan will encourage the establishment of the enterprise annuity system, enrich China's pension security system, and ease the future payment pressure of basic pension insurance. With the coordination of the reform of the fiscal and tax systems, basic pension management is expected to become the central authority, which will help to achieve the national planning of basic pension insurance, alleviate the imbalance of pension security between regions, urban and rural areas in China, and help solve the problems of scattered pension funds that are not convenient for investment and operation, and difficult to maintain and increase the value.
China has stepped into an aging society Chinese style pension: "9073" pension model
According to the data of Ping An Securities Research Report, China's elderly population now accounts for 14.3% of the total population, and will increase at an annual rate of 8.6 million in the future. By 2050, the elderly population will reach 450 million, accounting for 1/3 of the total population. How to cope with the aging will be an important issue for the Chinese government in the future, and also the main background for the country to continuously release the development of the elderly care industry in the near future.
The characteristics of China's aging: rapid aging, getting old before getting rich, large urban-rural gap, and great demand. China's aging growth is 0.8 percentage points higher than the world average, and it will be close to Japan, which has the most serious aging in 27 years; However, China has entered an aging society with half of the per capita income level of developed countries, and aging before getting rich has increased the social burden; The aging gap between rural and urban areas will expand to 3.4% in 2030. At the same time, China's aging industry has not yet formed, and demand is far greater than supply.
In the next five years, the "9073" pension pattern will be initially formed. 90% of the home-based elderly care will take family as the core, community as the support, and take the elderly life care, medical rehabilitation, and spiritual comfort as the main content, and take door-to-door service and community day care as the main form. At the same time, according to the calculation that 3% of the elderly live in elderly care institutions, by the end of 2025, the number of elderly care beds in China should reach more than 9 million. 2.3 times that of 2012. The number of elderly care institutions will also increase to 48000.
The elderly care industry with huge development space
At present, the minimum living consumption of urban and rural elderly has exceeded 900 billion yuan. In 2050, the number of elderly people in China who need door-to-door care services will be 2.6 times that in 2010. In 2015, the number of jobs required for housekeeping will exceed 5 million, and the number of elderly people living in apartments in Shanghai alone will reach 90000, with a total demand of 2.7 million square meters. At the same time, the needs of the elderly for culture and education are far from being met.
Consumer medical devices will benefit from the rise of elderly care services
Guotai Jun'an said that consumer medical devices will benefit from the rise of elderly care services and have nothing to do with policy disturbance. Premier Li Keqiang clearly proposed to accelerate the development of healthy elderly care services at the executive meeting of the State Council.
It is expected that the detailed rules of the official documents may be issued around the Third Plenary Session of the CPC Central Committee, which will benefit the elderly care industry. The consumer medical devices supporting the elderly care industry will usher in the next round of procurement peak. For example, the wheelchair, sphygmomanometer, blood glucose meter and air purifier of Yuyue Medical (- 1.80% fund research report), the blood glucose meter of Sannuo Biological (- 0.56% fund research report), the handheld monitor, integrated monitor and other medical monitoring equipment of Bollaite (0.11% fund research report), and the blood pressure meter of Jiu'an Medical (- 1.26% fund research report) are expected to be the beneficiaries of supporting procurement of the elderly care industry, and become the integrators of the elderly care industry by virtue of capital advantages.
Source: Securities Times