laitimes

DRG/DIP directly drives the demand for medical IT, and the core beneficiary companies are sorted out

There is another piece of news today that needs to be paid attention to:

On the news side, the National Health Insurance Administration held a press conference this morning to introduce the reform of medical insurance payment methods, and released the "Payment by Disease Group (DRG) and Disease Type Score (DIP) Version 2.0 Grouping Plan"

It is clarified that from 2025, all co-ordinating regions will uniformly use the grouped version, and explore the inclusion of remote medical expenses in the scope of DRG/DIP management.

DRG/DIP directly drives the demand for medical IT, and the core beneficiary companies are sorted out

What is DRG?

DRG and DIP are two Medicare payment reform strategies. All of them are important strategies for medical payment reform, aiming to promote the transformation of the operating mechanism of medical institutions and improve the efficiency and quality of medical services through packaged pricing.

DRG refers to the division of patients into a certain number of disease groups according to the severity of the disease, the complexity of the treatment method and the degree of resource consumption, each group has a unified charging price, and the medical insurance will pay according to the payment standard of the DRG that the patient enters, and no longer pay to the medical institution according to the actual cost of the patient in the hospital, so as to avoid the increase in the medical cost of the patient due to more medication and more examination.

DIP is paid according to the value of the disease, which means that each disease diagnosis is grouped according to the different treatment methods, and the medical insurance department will determine the payment standard for each disease according to the total amount of medical insurance funds that should be paid each year, which has the advantage of being able to better reflect the actual cost of disease treatment and is conducive to improving the efficiency and quality of medical services.

DRG/DIP directly drives the demand for medical IT, and the core beneficiary companies are sorted out

Just remember one sentence:

The demand for information system transformation brought about by the reform of DRG/DIP payment methods includes two parts: the local end and the hospital side, of which the local transformation has been centralized bidding since 2019, and about 73% of the medical institutions at the hospital end have not yet completed the transformation, and the corresponding market space is nearly 10 billion yuan, which is expected to be released in 23-25 years.

In addition, most medical IT companies are involved in data elements in the medical field, and the confirmation of data element rights is clearly proposed by the "Decision" of the Third Central Committee of the People's Republic of China, "to accelerate the establishment of data property rights attribution identification, market transactions, rights and interests distribution, and interest protection systems". Therefore, there are also many policy catalysts for follow-up medical data elements.

The core beneficiary companies of DRG/DIP are sorted out as follows:

DRG/DIP directly drives the demand for medical IT, and the core beneficiary companies are sorted out

I will update the latest Huawei concepts, innovative weight loss drugs, digital economy, ChatGPT, AI computing power, CPO/silicon photonic chips, big data, 6G satellites, data elements, new medical infrastructure, integrated die-casting, automotive intelligence, lidar, HUD, automotive chips, air suspension, L3 intelligent driving, PET copper foil, nano battery, 800V high voltage, photovoltaic HJT, TOPCON, perovskite, photovoltaic XBC, BIPV, IGBT chips, silicon carbide SIC, CTP/CTC/CTB batteries, 4680 batteries, industrial machine tools, sea breeze flexible straight high voltage, new energy vehicle high-voltage fast charging, high nickel ternary, carbon fiber, PET aluminum foil, PET copper foil, air source heat pump, new materials, traditional Chinese medicine innovative drugs, traditional Chinese medicine formula granules, rural revitalization, lithium mines, vanadium flow batteries, sodium-ion batteries, distributed energy storage, centralized energy storage, antigen detection and other latest topics hot mining, the future belongs to the structural market with high expectations, Grasping the core track and the intrinsic value logic of individual stocks is the fundamental point.

— END —

Like it first and then watch it, and make it a habit

Disclaimer: The pictures and data come from the Internet, and the reprint is only for communication and learning, if there is any copyright problem, please contact the author to delete

Read on