1. The pharmaceutical industry has moved from the Spring and Autumn Period to the Warring States Period: a group of leading enterprises will stand out.
2. Internet medical treatment has three relatively large impacts on the pharmaceutical industry: 1) medical open-loop->closed loop; 2) O2O; 3) medical path and medical expenses are more reasonable and refined.
3, the industry through the first three stages (entrepreneurial small and medium-sized companies -> BAT and other giants -> traditional pharmaceutical listed companies strong return), is currently entering the fourth stage: the industry integration stage.
4. The leader of each vertical segment is worthy of attention. Companies with a vision ahead & execution and resource integration capabilities and strategic card capabilities are most likely to win.
5. Medical device companies face historical opportunities for industrial restructuring: 1) leading companies change from platform-based enterprises to ecosystem builders; 2) full-industry chain integration leads to multiple expansion of business scope; 3) entry of device testing and services The value is highlighted, sticking down the user and going up to big data.
6. Pay attention to the leading company Yuyue Medical and Hejia shares. Focus on the opportunities of small and medium-sized companies in the segmentation field.
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