The penetration rate of dental implant guidance price is expected to increase rapidly

China Commercial Daily (Reporter Ma Jia) Recently, the State Medical Insurance Bureau issued the "Notice of the Special Governance of Oral Planting Medical Services and Consumption Price Governance". The following policies of the regulation of public medical institutions are decreasing accordingly.

As soon as the news came out, the relevant enterprises, such as Tongmei, opened the daily limit directly, and Rongyu Group, Yuexin Health, and Ruikang Pharmaceutical, who were concepts, also rose sharply. In this regard, industry insiders said that the announcement of dental implant guidance prices may bring greater "potential profit space" to enterprises.

The market is expected to form a scale effect

It is reported that Tongce Medical is the first listed company in China with dental medical chain operations as its main business model. After the guidance price of dental implants medical services was announced, Tongce Medical's stock price also rose.

"Dental implants will have a greater impact on related enterprises such as Tongcate Medical." An institutional investor involved in Tongmei Medical Online investigators admitted that "the price of 4,500 yuan/piece is compared to the previous circulation. The price of two or three thousand yuan is high, and the enterprise also has more profitable space. Furthermore, if the follow -up strategy medical treatment has obtained more dental implants, it will be reflected in profitability. "

Some investors have said that after the dental implants are reduced, profits will decline, and companies can only change the price by fighting for more planting. When the current dental implants are still at a high level, the decline in prices may affect the profitability of the enterprise.

After the guidance price of dental implant medical services was announced, Tongmei Medical's performance was particularly active. Lv Jianming, chairman of Tongce Medical, stated on his personal Weibo: "Boots have finally landed! Very good! Support! Endeter! Win -win!" Tongce Medical has made adjustments in terms of price, which will be followed up measure? The reporter contacted Tongce Medical inquiry, but as of press time, he had not received a reply. The reporter also called Tongshi medical care as an investor. The other party said that after the price decreases, the sales of dental implants will also increase accordingly. At present, the penetration rate of dental implants is low, but with the decline in the price, the rapid increase of the total amount is expected to form a scale effect.

Analysis of a number of brokerage research reports, the price limit of dental implants is significantly better than previous expectations. Ping An Securities said that the price decline in medical services is better than expected, and through collective mining, upstream domestic consumables companies will usher in the golden period of domestic replacement. At the same time, with the adjustment of dental implant prices, the penetration rate of the industry is expected to increase rapidly.

Domestic brands welcome new machines

After the dental implants enter the medical treatment, domestic dental implants may become the most obvious "beneficiary". Ms. Xu, the person in charge of Yueyang Huangbei, told reporters that after the dental implant enters medical insurance, the service of private hospitals will not change, but it is indeed good for domestic dental implants companies.

"At present, imported dental implants are mainly European and American brands, and the quality is higher than domestic brands. This is recognized by the industry." Ms. Xu said, "I think the implementation of the collection of policies is very good for domestic brands. Opportunities. For domestic brands, to enter the collection list, you must compete to enter the warehouse, improve your technical level, reduce costs, and improve service capabilities. I think this is a good opportunity. Domestic brands can gradually reduce the gap between imports from international brands. "

According to the company's investigation data, as of the end of 2021, there were 117 registered approval in the implants and implant systems listed in my country, of which 99 imported products and 18 domestic products, and the number of imported products accounted for more than 80%.

In addition to accelerating domestic dental implants and quality upgrades, industry insiders also believe that dental implants will bring more benefits to the market after landing. "The landing policy will drive the popularity of dental implants and better catalyze the market." Ms. Xu said, "After the price decreases, many people with problems with teeth will come to teeth. Improved. For dental hospitals, it is also a good way from a marketing perspective. We think that consumers can also drive other services and products other than dental implants after enjoying dental implants. "

After the dental implants are reduced, dental services may become the focus of market competition. For dental implants, follow -up or enter the battlefield of competition services and technology. Rongyu Group also told reporters that the policy has fully affirmed the value of dental implants medical services. The company will play a market -oriented role of private institutions on the basis of actively embracing the new policy and provide multi -level oral planting services.

Tongmei Medical said that in 2022, the company will seize the opportunity, increase its efforts to reserve human resources, accelerate expansion, and quickly realize the profit and loss balance of dandelion branches. The reason why the company invests in a number of dandelion branches is to foresee the expansion of the potential market size. In second- and third -tier cities, the quality awareness of patients receiving oral diagnosis and treatment has gradually improved. The state's release of this policy is also based on the potential market size. After the policy release, more hospitals and doctors need to be implemented.

"The industry still observes its changes. No matter whether it is promoted, the quality and service quality must be ensured." Ms. Xu said, "The implementation of the collection may attract more consumers to the oral industry. Although for the industry, for the industry Said that the decline in dental implant prices has led to a decrease in profits, but it also brings better drainage effects. We need to make products and improve service quality. "

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