Traditional Chinese medicine "meets" modern pension capital to accelerate the layout of aging "consumer medical care"

  On March 29, 2022, the "14th Five-Year Plan for the Development of Traditional Chinese Medicine" issued by the General Office of the State Council clarified that by 2025, my country's traditional Chinese medicine health service capacity will be significantly enhanced, and the high-quality development policy and system of traditional Chinese medicine will be further improved. The revitalization and development of medicine has achieved positive results, and its unique advantages in the construction of a healthy China have been brought into full play.

  Our reporter Zhao Xueyi, Cao Weixin, Li Qiaoyu

  Trainee reporter Zhang Xiaoyu

  Enjoying a happy and happy old age is the expectation of every elderly person, and it is also the goal and direction of the construction of my country's elderly care service system.

  As an irreplaceable existence in my country's medical system, traditional Chinese medicine plays a positive role in improving the health security level of the elderly.

  "As a treasure in my country's traditional culture, traditional Chinese medicine has a full-cycle and full-chain health service thinking and model. In terms of elderly care, it has many unique advantages, which are reflected in the aspects of prevention, treatment, protection, health and wellness." China Academy of Chinese Medical Sciences Pang Bo, chief physician of the International Medical Department of Guang'anmen Hospital, said in an interview with a reporter from "Securities Daily".

  It is against this background that the combination of traditional Chinese medicine and modern pensions has also "collided" in the capital market.

According to the latest statistics from Oriental Fortune Choice, as of June 30, there were 102 A-share pension concept listed companies, with a total market value of over 2.76 trillion yuan.

In addition, in the process of deploying medical care for the elderly and building a complete elderly care service system covering the whole life cycle, some listed companies have also tested the waters to incorporate "Chinese medicine health care" into the elderly care service system, and explore the "traditional Chinese medicine + elderly care" characteristic "integration of medical care and elderly care" services. model.

  Get through the "last mile" of healthy retirement

  Industrial capital quickly deploys "silver economy"

  For a long time in the past, medical care and old-age care in my country have been separated from each other. With the intensification of the aging of the social population, the traditional old-age care model is difficult to meet the growing demand. And it has become one of the important ways to solve the problem of modern pension.

  Compared with the traditional old-age care model, the "combination of medical care and elderly care" adds disease prevention, treatment and rehabilitation as an important part of the service on the basis of traditional old-age care services, provides more specialized medical and rehabilitation services for the elderly, and handles the problems of old-age care services well. "The last mile", improve the whole cycle and whole chain of the elderly care service system.

In this process, "Chinese medicine + pension" is an important part of it.

  "Traditional Chinese medicine has been effective in elderly care services since ancient times, and its research on aging started very early, dating back to the pre-Qin period. The pathogenesis, treatment, and how to delay aging have all been discussed in detail. In addition, ancient books such as "Qianjin Fang" in the Tang Dynasty, "The Book of Retirement for Parents" in the Song Dynasty and "Lao Lao Heng Yan" in the Qing Dynasty are also used for Geriatric medicine research provides valuable information and experience." Chen Yuhao, a doctor from the Nanjing Second Hospital and the outpatient department of the National Medical Hall of Nanjing University of Traditional Chinese Medicine, told the "Securities Daily" reporter.

  In fact, traditional Chinese medicine has made achievements in all aspects of the elderly care service industry.

  Shen Yong, chairman of Beijing Shengshikanglai Traditional Chinese Medicine Marketing Planning Company, told the "Securities Daily" reporter: "Traditional Chinese medicine has achieved six achievements in the elderly care service industry: First, in the treatment of pre-disease, Chinese patent medicine has the role of treatment and conditioning. It can pre-treat and regulate some potential diseases of the elderly; second, in terms of rehabilitation of the elderly, acupuncture and other methods can help patients with stroke and hemiplegia to recover faster; third, in terms of nursing, traditional Chinese medicine has some unique methods; fourth, in terms of health preservation, practice It is proved that qigong such as Wu Qin Xi, Baduan Jin and Tai Chi can play a positive role in the regulation of physical fitness; fifth, in terms of medicated meals, the public's recognition of medicated meals is increasing day by day; sixth, in terms of rehabilitation medical equipment, moxibustion, eye patch, massage electrodes Films, etc. are widely used in the process of elderly care services.”

  Wang Lan, senior researcher of Tianyi Digital Economy Think Tank, said in an interview with this reporter: "At present, in the planning of China's elderly care service system, the community-based home-based elderly care model featuring traditional Chinese medicine health care is very popular, which is also the role of traditional Chinese medicine in elderly care services. A concrete manifestation of creative transformation in the process of system development.”

  In this context, industrial capital has already embarked on a journey of exploration.

  Essence Pharma, a well-established listed traditional Chinese medicine company, has invested in Yixing Suxin Nursing Home and Yixing Suxin Nursing Home in Yixing, Jiangsu. The second-phase expansion project has been completed and put into operation, and the number of beds has gradually increased to 800. Suxin Outpatient Clinic has been invested and operated He Suxin Physical Examination Center aims to build a medical and nursing center integrating medical care and nursing; Changjiang Health, which is developing a large health industry, aims at the market demand of consumers for traditional tonic products, and makes efforts to deploy glues and injections , tablets, granules, capsules and other multi-dose traditional Chinese medicines. The company's Huaxin Pharmaceutical takes Ejiao as its industrial base, focusing on the modernization of traditional Chinese medicine and the needs of health preservation, and building a traditional Chinese medicine conservation ecosystem.

  At the same time, Kangyuan Pharmaceutical Group, located in Lianyungang, invested in the construction of a traditional Chinese medicine health care and elderly care town - Kangyuan Health Valley, which innovated and led the trend of high-quality health care and elderly care in the "Silver Age".

  In early June, when a reporter from Securities Daily visited Kangyuan Health Valley, he saw that the main building of the 36,000-square-meter pension complex had been completed and was undergoing interior decoration.

According to the relevant person in charge of the company, the project has a planned area of ​​125,000 square meters of old-age land, a planned total construction area of ​​about 100,000 square meters, and a total budgeted investment of about 900 million yuan.

Among them, the total construction area of ​​the first phase is about 50,000 square meters, and the construction has been fully started in October 2020.

  "This project mainly relies on the advantageous resources of Kangyuan Group in the traditional Chinese medicine industry, and integrates the content of traditional Chinese medicine health culture promotion, traditional Chinese medicine constitution identification, expert diagnosis and treatment, traditional Chinese medicine non-drug therapy, health medicated diet, traditional exercises and other contents into the elderly care services, improving the quality of life. The ability and level of traditional Chinese medicine services for the daily life and health management of the elderly." The relevant person in charge of the above-mentioned company told reporters.

  "Internet + Big Data"

  Facilitate the deep integration of "Traditional Chinese Medicine + old-age care"

  Under the background that the state vigorously advocates the inheritance and innovation of traditional Chinese medicine and promotes the complementary and coordinated development of traditional Chinese medicine and western medicine, "Internet + traditional Chinese medicine" has become one of the focuses of its innovation and development, and it has also brought more opportunities for related industries.

  Among them, the integration of traditional Chinese medicine and wearable smart devices has become one of the breakthroughs for big data to help TCM elderly care.

  "Combining wearable devices with traditional Chinese medicine theory and technology is the most important link in the integrated development model of traditional Chinese medicine and smart old-age care. As the basic health information of the elderly and the collection of information on the four diagnostics of traditional Chinese medicine (looking, smelling, asking, and cutting) are very important Doctors have high requirements for experience, and even if there is a family doctor, real-time monitoring cannot be achieved. Therefore, real-time data uploading and sharing can be realized through wearable devices, and continuous and objective data analysis can be provided to be more timely and effective. To grasp the health status of the elderly, so as to carry out personalized health guidance and disease prevention work." Wang Lan told the "Securities Daily" reporter.

  In some traditional Chinese medicine diagnosis and treatment equipment and care services, the application of digitalization has added wings to the rapid development of traditional Chinese medicine.

  Li Tiangang, Secretary of the Party Committee of the School of Life Sciences of Beijing University of Traditional Chinese Medicine and head of the Winter Olympics Traditional Chinese Medicine Cultural Experience Center, said in an interview with a reporter from Securities Daily: "There are some exhibition projects in the Winter Olympics that are relatively mature and can be promoted and promoted. The applied products, such as the four-diagnosis instrument, can realize the functions of looking, smelling, asking, and making four diagnosis in traditional Chinese medicine. This product has been promoted and applied in the market in the early stage. Its future application scenarios will have more extensions.”

  One such scenario is the provision of non-drug therapy and care services for the elderly by TCM intelligent elderly care robots.

It is reported that at present, the Chinese medicine intelligent elderly care robot is in the initial research stage.

The "Digital Meridian Intelligent Acupuncture Robot" developed by Xu Tiancheng, a doctor of acupuncture and massage from Nanjing University of Traditional Chinese Medicine, led the cross-school science and technology innovation team. properties, providing novel ways for the intelligent application of non-drug therapies.

In an interview with the "Securities Daily" reporter, Xu Tiancheng said: "Our team has been conducting research on software and hardware technologies related to intelligent acupuncture robots since 2017. Under the background of the commercialization of 5G technology and breakthroughs in natural language processing technology, acupuncture Medical intelligence and modernization have ushered in an important opportunity. In addition, we have original theories and quantitative experimental data for the knowledge map of acupuncture robots."

  In the face of the integrated development of "Internet + big data" and the traditional Chinese medicine industry, industrial capital with a keen sense of smell is even more surprising.

  In April 2020, the "Nankai Jingdong Internet Hospital" jointly built by JD Health and Nankai Hospital was launched, which became a landmark event for JD Health to go deep into the medical hospital scene and improve the operation capability of offline hospital Internet hospitals; in January 2021, JD Health joined hands The "Jingdong Internet Hospital of the First Affiliated Hospital of Henan University of Traditional Chinese Medicine" created by the First Affiliated Hospital of Henan University of Traditional Chinese Medicine was officially launched. As the first Internet hospital of traditional Chinese medicine in Henan Province, the two parties fully carried out the operation advantages of Jingdong Health and the characteristics of traditional Chinese medicine diagnosis and treatment. combine.

  From the perspective of industry insiders, with the accelerated aging of the population and the surge in demand for chronic disease management and health prevention, digitalization and intelligence to promote the integrated development of the "Internet + Traditional Chinese Medicine" industry chain will certainly be promising.

  In terms of exploring the "medical health business" of "combining medicine, health and nourishment", Jihetang Traditional Chinese Medicine Clinic, a subsidiary of Zhongguancun Technology, has been taking action.

In March 2019, Jihetang upgraded the original outpatient department to Beijing Jiujiu Taihe Traditional Chinese Medicine Hospital (referred to as: Taihe Traditional Chinese Medicine Hospital); It has been included in the scope of designated medical institutions of Beijing basic medical insurance.

  Subsequently, Taihe Hospital of Traditional Chinese Medicine and Shuguang Jiujiu Taihe Elderly Care Center formed a closer "combination of medical care and nursing" consortium, setting up departments such as Chinese medicine internal medicine, Chinese medicine surgery, Chinese medicine gynecology, Chinese medicine dermatology, and Chinese medicine rehabilitation. At the same time, it has special medical and nursing services for specific groups and special nursing needs, and has become a pilot unit for the combination of medical and nursing care for the elderly designated by the Haidian District Government of Beijing.

As the back-end medical support of Taihe's entire pension system, Taihe Hospital of Traditional Chinese Medicine is also a practice base for "combining medical care and nursing care" and a training and output base for medical talents, which plays a crucial role in the development of the Group's pension business.

  "In the next step, we will also leverage on 'Internet + big data' to provide patients with more convenient and fast medical treatment channels through online appointments and online consultations, so as to better meet patients' medical needs." The relevant person in charge of the company tell reporters.

  Build a characteristic elderly care service system

  There are still difficulties and pain points to be solved

  Under the background of inheriting the culture of traditional Chinese medicine and building a characteristic elderly care service system with integrity and innovation, the prospect of "combining medical care and elderly care" is very broad. , there are still some difficulties and pain points in practice.

  Wang Lei, the financial director of Zhenbao Island, a listed company, admitted to a reporter from Securities Daily that there are many cases in which practitioners in the pharmaceutical industry have used their medical advantages to join elderly care institutions, but "basically, it is difficult to escape losses, and some have already stopped their losses and exited."

  "There is the possibility of making a profit in an elderly care institution, but it should also be noted that the benefits of users entering the park are far less than the initial investment, maintenance and publicity costs of the elderly care institution, so the profit cycle of a elderly care institution may be as long as decades. In addition, At present, the concept of old-age care in my country is still in a transitional stage, and the cost of up to 10,000 yuan per month is prohibitive for many families." Wang Lei said.

  At the same time, the medical community is also concerned about the current difficulties faced by the construction of a characteristic elderly care service system.

  When talking about the lack of medical resources currently invested in elderly care services and the uneven level of TCM medical personnel invested in the industry, Chen Yuhao suggested, "We should strengthen the synergy of relevant departments, strictly regulate management, integrate the industrial chain to highlight key points, and develop medical care and elderly care. At the same time, encourage first- and second-level hospitals or primary medical units to transform into pension service institutions, encourage tertiary hospitals with strong overall medical level to set up pension service institutions, and strictly supervise the service quality of applying for pension institutions, cultivate and Establish a highly professional elderly care service team.”

  In Pang Bo's view, the popularity of traditional Chinese medicine culture is not yet popular enough. Many elderly people resist tonic, and there is a stereotype that "Western medicine should not be taken, and traditional Chinese medicine is wasted money", which shows that the health awareness of the elderly is not sufficient.

In addition, TCM technical talents are still relatively lacking in elderly care services.

  In this regard, Pang Bo suggested, "We should fully rely on industry associations to achieve autonomy. For example, the Beijing Municipal Administration of Traditional Chinese Medicine has established a health care association with the purpose of standardizing the content of industry services, drawing clear boundaries, purifying the academic atmosphere for the elderly, and establishing corresponding negative The list and whistleblower system form an innovative incentive mechanism to ensure that traditional Chinese medicine can be well invested in the elderly care link."

  At the same time, whether it is the innovative development of the traditional Chinese medicine industry, or the exploration of the modern old-age model of "characteristic traditional Chinese medicine + old-age care", the support and care of relevant policies and systems are even more needed.

  On March 29, 2022, the "14th Five-Year Plan for the Development of Traditional Chinese Medicine" (hereinafter referred to as the "Plan") issued by the General Office of the State Council made it clear that on the basis of retaining the core indicators of the "Thirteenth Five-Year Plan" for the development of traditional Chinese medicine, It fully reflects the high-quality development requirements of traditional Chinese medicine in the new era, and highlights the scientificity, rationality and feasibility of the indicators.

  The "Plan" proposes that by 2025, my country's traditional Chinese medicine health service capacity will be significantly enhanced, the high-quality development policy and system of traditional Chinese medicine will be further improved, the revitalization and development of traditional Chinese medicine will achieve positive results, and its unique advantages in the construction of a healthy China will be fully utilized.

  In fact, since the beginning of this year, many regions across the country have successively introduced policies to support the development and innovation of traditional Chinese medicine.

The "Beijing Action Plan for Accelerating Collaborative Innovation in Medicine and Health (2021-2023)" proposes to promote the innovation, inheritance and development of traditional Chinese medicine, and to support traditional Chinese medicine enterprises and Beijing's famous and old traditional Chinese medicine, traditional Chinese medicine research institutions, and traditional Chinese medicine medical institutions to jointly develop ancient Chinese medicine. Research and application of traditional Chinese medicine compound preparations.

  In June this year, the Jiangsu Provincial Medical Security Bureau and the Provincial Administration of Traditional Chinese Medicine issued the "Implementation Opinions on Medical Insurance Supporting the Inheritance, Innovation and Development of Traditional Chinese Medicine". 19 specific measures, including the medical insurance catalogue, support the inheritance, innovation and development of traditional Chinese medicine and better meet the people's service needs for traditional Chinese medicine.

In the same month, Tianjin Municipal Medical Insurance Bureau, Municipal Health Commission, and Municipal Food and Drug Administration jointly issued the "Measures for Medical Insurance to Support the Inheritance, Innovation and Development of Traditional Chinese Medicine", which clearly deepened the sunshine procurement of traditional Chinese medicine products, included qualified traditional Chinese medicine institutions into the designated medical insurance, and strengthened the In the work deployment of traditional Chinese medicine service price management, it is proposed to increase the inclination of medical service projects with traditional Chinese medicine characteristics and advantages.

  "At present, the development of traditional Chinese medicine is facing a good window period, and its status in the construction of my country's medical and health system is getting higher and higher. At the same time, the recognition of traditional Chinese medicine in foreign countries is also gradually improving, and many countries have expressed their hopes and China's willingness to cooperate in traditional Chinese medicine. In this context, companies in the industry are also actively exploring, in order to seize the opportunity and achieve development." An executive of a listed pharmaceutical company said.

(Securities Daily)