2019 年 11 月
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图表目录
FIGURE 1 人口老龄化率和人均诊疗次数 .................................................................................................................................................... 3
FIGURE 2 执业医师人数以及每万人次医师数 .......................................................................................................................................... 3
FIGURE 3 我国地方卫生支出和占比 ............................................................................................................................................................. 4
FIGURE 4 各地区医疗费用支出结构 ............................................................................................................................................................. 4
FIGURE 5 医疗困境的信息化解决方案 ........................................................................................................................................................ 4
FIGURE 6 我国地方卫生支出和占比 ............................................................................................................................................................. 5
FIGURE 7 我国医疗信息化发展历程和细分 .............................................................................................................................................. 5
FIGURE 8 中国 HIS 细分系统渗透率 ............................................................................................................................................................. 6
FIGURE 9 中国 CIS 细分系统渗透率 ............................................................................................................................................................. 7
FIGURE 10 中台系统渗透率 .............................................................................................................................................................................. 7
FIGURE 11 医院目前使用的数据交换方式 ................................................................................................................................................ 7
FIGURE 12 电子病历评级项目 .......................................................................................................................................................................... 8
FIGURE 13 美国电子病历发展的三个阶段 ................................................................................................................................................. 9
FIGURE 14 美国 HITECH 法案的三个阶段 .................................................................................................................................................... 9
FIGURE 15 美国电子病历 HIMSS 评级 5 级以上医院渗透率 ............................................................................................................ 10
FIGURE 16 2012 年美国电子病历竞争格局 ............................................................................................................................................ 10
FIGURE 17 2016 年美国电子病历竞争格局 ............................................................................................................................................ 10
FIGURE 18 塞纳营业收入 2009-2018 ......................................................................................................................................................... 11
FIGURE 19 塞纳净利润和经营性净现金流 2009-2018 ....................................................................................................................... 11
FIGURE 20 塞纳近十年股价表现 .................................................................................................................................................................. 11
FIGURE 21 我国电子病历宏观推动 ............................................................................................................................................................ 12
FIGURE 22 电子病历市场空间测算 ............................................................................................................................................................. 12
FIGURE 23 电子病历评级细则 ....................................................................................................................................................................... 13
FIGURE 24 医疗信息化院内/外市场占比 ................................................................................................................................................ 14
FIGURE 25 医疗信息化部分非上市公司 .................................................................................................................................................. 15
FIGURE 26 医疗信息化行业主要上市公司医疗 IT 相关收入 ......................................................................................................... 16
FIGURE 27 DRG 分组基本原理 ....................................................................................................................................................................... 17
FIGURE 28 DRGS 分组实例 ............................................................................................................................................................................... 18
FIGURE 29 DRGS 重构整个医疗服务体系 .................................................................................................................................................. 18
FIGURE 30 DRGS 平衡两方矛盾 ..................................................................................................................................................................... 18
FIGURE 31 北京市医改前后药材消耗占比 ............................................................................................................................................. 19
FIGURE 32 DRGS 相关政策 ............................................................................................................................................................................... 20
FIGURE 33 19 年 DRGS30 个试点城市 ......................................................................................................................................................... 20
FIGURE 34 美国药品流通流程图 ................................................................................................................................................................. 21
FIGURE 35 快捷药方净利润与增速 ............................................................................................................................................................. 22
FIGURE 36 西维斯和快捷药方股价表现 ................................................................................................................................................... 22
FIGURE 37 日本医药分开市场 ...................................................................................................................................................................... 23
FIGURE 38 国家处方外流相关政策 ............................................................................................................................................................ 23
FIGURE 39 中国健康险市场规模、增速与预测 .................................................................................................................................... 23
FIGURE 40 PBM 市场空间测算 ....................................................................................................................................................................... 24
FIGURE 41 卫宁健康业务体系 ...................................................................................................................................................................... 26
FIGURE 42 创业慧康业务体系 ...................................................................................................................................................................... 27
FIGURE 43 医疗信息化公司盈利预测与估值......................................................................................................................................... 27
