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市场大投资少 血透服务是桩好买卖

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发表于 2020-10-21 13:43:29 | 显示全部楼层 |阅读模式

                    

                    

                    
                    
                    <p><img src="http://mmbiz.qpic.cn/mmbiz/kFiaamOEjRian1HH0R0eUOoCeBLcQMwLwP8AhIKEgibEZWZ6Aj8JI7ctB2SCxKLuXUNfMEVnjyjE28FWL7b7WmoKQ/0" data-ratio="0.11928429423459244" data-w="" width="auto" width="auto" src="http://mmbiz.qpic.cn/mmbiz/kFiaamOEjRian1HH0R0eUOoCeBLcQMwLwP8AhIKEgibEZWZ6Aj8JI7ctB2SCxKLuXUNfMEVnjyjE28FWL7b7WmoKQ/0" style="color: rgb(62, 62, 62); background-color: rgb(255, 255, 255); font-family: 宋体; font-size: 18.88888931274414px; white-space: normal; word-wrap: break-word !important; box-sizing: border-box !important; width: auto !important; visibility: visible !important;"  />血液透析服务,这是一个令股神巴菲特都另眼相看的市场,对其钟爱有加。他近年来不断加大对血液透析服务提供商DaVita公司的投资。经过今年年初的增持之后,巴菲特已经持有后者17.7%股权,成为单一大股东。DaVita公司在美国41个州的社区设立了1200多家血液透析服务中心。</p><p><br  /></p><p>在有关医药行业投资论坛上,血液透析服务也是今年的一个热门话题,上市公司中,新华医疗(36.43, 0.33, 0.91%)、常山股份(11.90, 0.03, 0.25%)等公司今年年中开始介入血液透析市场。今年6月,新华医疗董事长赵毅新对外称,新华医疗准备于今年建立10家血液透析中心,明年建20家,2016年再建30家,计划到2020年,公司血液透析产品线整体营收规模在10亿元以上。</p><p><img data-s="300,640" src="http://mmbiz.qpic.cn/mmbiz/A1DicCH9Vl6PeHuiaxma8LTpukQAcM7BQEOxrcdxibk1YPcR4Zv0quwlrxqdZiaTH2UdJJD3Bz9w7YiafBfftkrMWSg/0" data-ratio="0.75" data-w="400"  /></p><p>血液透析市场大</p><p><br  /></p><p>今年春节,记者去日本旅游,看到一个比较奇怪的现象。在国内,足浴房到处都是,而在日本,不管是东京这样的大城市,还是小县城,却看到的是一个又一个的血液透析中心。</p><p><br  /></p><p>说怪也不怪,日本早于我国几十年进入老龄社会,糖尿病、肾病患者很多,也就需要一个又一个血液透析中心。即使放眼世界,血液透析的需求都很大。</p><p><br  /></p><p>据中国医疗器械信息网的数据,目前,中国终末期肾病(ESRD)患者数量约200万人,随着中国老龄化进程加快,预计到2030年,我国ESRD患者人数将突破315万人。</p><p><br  /></p><p>目前,由于医疗资源欠缺等原因,我国规律透析的存量患者仅有30万人左右,尿毒症患者透析治疗率尚不足15%,远低于37%的全球平均治疗率,而欧美发达国家的透析治疗率已经达75%。随着肾源的严格控制,和血液透析合计报销比例不低于90%,今年以来,透析的患者比例在明显增加。</p><p><br  /></p><p>有行业人士认为,2015年~2020年,中国透析中心会达到5000~8000家。而目前公立医院的血液透析中心只有2300多个,能够服务的患者人数仅为26万人左右;有600多个县还没有血液透析中心。</p><p><br  /></p><p>我国血液透析中心之所以远远不能满足需求,还是政策受阻。2011年,卫计委给山东威高发放了第一张民营血透服务中心牌照,后来,又给白求恩基金会发放了一张牌照。但今年3月政策出现了松动,国家卫计委医政医管局发布《关于征求独立血液透析中心管理规范和基本标准意见的函》(下称《意见函》),意图打破此前民营机构不得介入独立血液透析服务中心的成规。到了年中,民营血液透析中心实质性放开。</p><p><br  /></p><p>透析中心投资少</p><p><br  /></p><p>在《意见函》中,卫计委已不再要求设立血液透析服务中心必须是拥有肾内科的二级以上医院,只要10公里范围内有二级以上综合医院,并与之签订一个透析急性并发症服务协议就可建立透析中心。目前,民营透析中心一般是这样运营的,要么由企业出资为医院建立血液透析中心,或者由企业承包医院的血液透析中心;要么在二级及以上医院边上单独建设透析中心。</p><p><br  /></p><p>记者采访血透行业人士了解到,一个透析中心的投资和运营成本主要包括:场地租赁费、设备、场地装修、耗材、医护人员费用。场地租赁和装修费用并不多,最大的投资是透析机。进口血透机公开报价为30多万元,批量采购的实际成交价每台在15万元左右样子,加上场地、装修等,一个30~50台血透机的透析中心,初期投入在1000万元左右。相对于其他医疗服务,这个投资并不大。</p><p><br  /></p><p>见效快收益大</p><p><br  /></p><p><span style="font-size: 16px;">血透运营商向记者透露,目前,做1次血透,如果全部用进口设备和材料,每次收费为500元(全国的收费水平差异不大),如果部分采用国产材料,每次收费在400元左右。成本端,如果以500元的收费标准为例,包括病源介绍费在内的所有成本,在200元以内。也即毛利率为60%。</span><br  /></p><p><br  /></p><p>一台血透机运转12小时,一天可做7个病人,常规的水平是每天做5个病人。而重症病人,一月需做6~8次透析,轻症病人一月需做4次左右,血透病人月均血透费用为3000元左右。如果按每台设备每天做5个病人、每人平均收费400元、一个中心30台血透机计算,一个中心的年收入为2160万元,年毛利1296万元,每年净利润在1000万元左右。因此,一年就能收回投资。</p><p><br  /></p><p>山东威高的数据也对此做了印证。这家公司全部使用自产设备和耗材,截至2013年,建立了9家独立血透中心,2013年的收入为5.61亿元,同比增长40%。</p><p><br  /></p><p>这样看来,巴菲特的眼光果然不一般,血透服务确实是个好买卖。</p><p style=""><img src="http://mmbiz.qpic.cn/mmbiz/rz7R73cuHRrv6jdOCoJeZmYwvEAIoHpY0a7yJL2egiaEokLTpwkIsIRTzTFUic09aEThKHS4hrEcSqU0lAS3tu5g/0" data-ratio="0.14784394250513347" data-w="487" width="auto" src="http://mmbiz.qpic.cn/mmbiz/rz7R73cuHRrv6jdOCoJeZmYwvEAIoHpY0a7yJL2egiaEokLTpwkIsIRTzTFUic09aEThKHS4hrEcSqU0lAS3tu5g/0" style="word-wrap: break-word !important; box-sizing: border-box !important; width: auto !important; visibility: visible !important;"  /></p><p style=""><legend style="padding: 0px; max-width: 100%; white-space: normal; color: rgb(51, 51, 51); font-family: 宋体; font-size: 14px; line-height: 24px; orphans: 2; widows: 2; margin: 0px; word-wrap: break-word !important; box-sizing: border-box !important;"><span style="max-width: 100%; margin: 0px; padding: 0px; font-family: arial, helvetica, sans-serif; word-wrap: break-word !important; box-sizing: border-box !important;"><strong style="max-width: 100%; color: rgb(102, 102, 102); word-wrap: break-word !important; box-sizing: border-box !important;"><span class="bkcolor" style="max-width: 100%; margin: 0px 8px 0px 0px; padding: 4px 10px; color: rgb(255, 255, 255); background-color: rgb(191, 0, 0); word-wrap: break-word !important; box-sizing: border-box !important; border-top-left-radius: 5px !important; border-top-right-radius: 5px !important; border-bottom-right-radius: 5px !important; border-bottom-left-radius: 5px !important;"></span></strong><strong style="max-width: 100%; color: rgb(60, 117, 45); word-wrap: break-word !important; box-sizing: border-box !important;"><span style="max-width: 100%; margin: 0px; padding: 0px; color: rgb(192, 0, 0); word-wrap: break-word !important; box-sizing: border-box !important;">ID: </span></strong></span></legend></p><p style=""><legend style="padding: 0px; max-width: 100%; color: rgb(51, 51, 51); font-family: 宋体; font-size: 14px; line-height: 24px; orphans: 2; widows: 2; margin: 0px; word-wrap: break-word !important; box-sizing: border-box !important;"><span style="max-width: 100%; margin: 0px; padding: 0px; font-family: arial, helvetica, sans-serif; word-wrap: break-word !important; box-sizing: border-box !important;"><strong style="max-width: 100%; color: rgb(60, 117, 45); word-wrap: break-word !important; box-sizing: border-box !important;"><span style="max-width: 100%; margin: 0px; padding: 0px; color: rgb(192, 0, 0); word-wrap: break-word !important; box-sizing: border-box !important;"></span></strong></span></legend></p><p style="margin-top: 0px; margin-bottom: 0px; max-width: 100%; word-wrap: normal; min-height: 1em; white-space: pre-wrap; background-color: rgb(255, 255, 255); color: rgb(51, 51, 51); font-family: 宋体; font-size: 14px; line-height: 24px; orphans: 2; widows: 2; box-sizing: border-box !important;"><span style="max-width: 100%; word-wrap: break-word !important; box-sizing: border-box !important;">平台的理念:分享维修经验,为工程师提供技术配件支持,为临床使用者提供医疗器械使用保养维护信息,关注我们传递正能量。</span></p><p style="margin-top: 0px; margin-bottom: 0px; max-width: 100%; word-wrap: normal; min-height: 1em; white-space: pre-wrap; background-color: rgb(255, 255, 255); color: rgb(51, 51, 51); font-family: 宋体; font-size: 14px; line-height: 24px; orphans: 2; widows: 2; box-sizing: border-box !important;"><span style="max-width: 100%; font-family: 仿宋; font-size: 19px; word-wrap: break-word !important; box-sizing: border-box !important;">微信公众号:</span></p><p style="margin-top: 0px; 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white-space: pre-wrap; background-color: rgb(255, 255, 255); color: rgb(51, 51, 51); font-family: 宋体; font-size: 14px; line-height: 24px; orphans: 2; widows: 2; box-sizing: border-box !important;"><span style="max-width: 100%; font-family: 仿宋; font-size: 19px; word-wrap: break-word !important; box-sizing: border-box !important;">群主微信号:</span><span style="max-width: 100%; font-family: sans-serif; font-size: 16px; word-wrap: break-word !important; box-sizing: border-box !important;"> </span></p><p style="margin-top: 0px; margin-bottom: 0px; max-width: 100%; word-wrap: normal; min-height: 1em; white-space: pre-wrap; background-color: rgb(255, 255, 255); color: rgb(51, 51, 51); font-family: 宋体; font-size: 14px; line-height: 24px; orphans: 2; widows: 2; box-sizing: border-box !important;"><strong style="max-width: 100%; word-wrap: break-word !important; box-sizing: border-box !important;"><span style="max-width: 100%; font-size: 20px; color: rgb(255, 0, 0); word-wrap: break-word !important; box-sizing: border-box !important;">    shanying916</span></strong></p><fieldset class="brcolor" style="white-space: normal; margin: 0px; padding: 5px; border: 1px solid rgb(0, 187, 236); max-width: 100%; color: rgb(62, 62, 62); font-family: 微软雅黑; line-height: 24px; font-size: 12px; background-color: rgb(248, 247, 245); word-wrap: break-word !important; box-sizing: border-box !important;"><legend style="padding: 0px; max-width: 100%; color: rgb(51, 51, 51); margin: 0px 10px; border-width: 0px; word-wrap: break-word !important; box-sizing: border-box !important;"><span class="bkcolor" style="max-width: 100%; margin: 0px; padding: 5px 10px; border: 0px; color: rgb(255, 255, 255); font-weight: bold; font-size: 14px; border-top-left-radius: 5px; border-top-right-radius: 5px; border-bottom-right-radius: 5px; border-bottom-left-radius: 5px; background-color: rgb(0, 187, 236); word-wrap: break-word !important; box-sizing: border-box !important;"><span style="max-width: 100%; margin: 0px; padding: 0px; border: 0px; word-wrap: break-word !important; box-sizing: border-box !important;">复制上面微信号</span><img data-s="300,640" data-ratio="1.35" data-w="20" src="http://mmbiz.qpic.cn/mmbiz/A1DicCH9Vl6NE8iaIXiblrE1WKyXQz6qbATAS0VZxTKlGupjMMNvicoNs9vhvYGBr83wmsdO1ouTw7kVDibk9w6VoMg/0" class="" id="c6" width="auto" width="auto" src="http://mmbiz.qpic.cn/mmbiz/A1DicCH9Vl6NE8iaIXiblrE1WKyXQz6qbATAS0VZxTKlGupjMMNvicoNs9vhvYGBr83wmsdO1ouTw7kVDibk9w6VoMg/640" style="margin: 0px; padding: 0px; border: 0px; word-wrap: break-word !important; box-sizing: border-box !important; visibility: visible !important; width: auto !important;"  /><span style="max-width: 100%; margin: 0px; padding: 0px; border: 0px; word-wrap: break-word !important; box-sizing: border-box !important;">联系我哟</span></span></legend><blockquote style="padding: 0px; border: 0px; max-width: 100%; word-wrap: break-word !important; box-sizing: border-box !important;"><p style="margin-top: 0px; margin-bottom: 0px; max-width: 100%; word-wrap: normal; min-height: 1em; white-space: pre-wrap; padding: 0px; border: 0px; box-sizing: border-box !important;"><span style="max-width: 100%; margin: 0px; padding: 0px; border: 0px; color: rgb(255, 192, 0); font-size: 14px; word-wrap: break-word !important; box-sizing: border-box !important;"></span><span style="max-width: 100%; color: rgb(255, 192, 0); margin: 0px; padding: 0px; border: 0px; font-size: 14px; word-wrap: break-word !important; box-sizing: border-box !important;">? </span><span style="max-width: 100%; color: rgb(127, 127, 127); margin: 0px; padding: 0px; border: 0px; line-height: 28px; word-wrap: break-word !important; box-sizing: border-box !important;">定期推送</span><span style="max-width: 100%; color: rgb(255, 192, 0); margin: 0px; padding: 0px; border: 0px; line-height: 28px; word-wrap: break-word !important; box-sizing: border-box !important;">医械资讯</span><span style="max-width: 100%; margin: 0px; padding: 0px; border: 0px; line-height: 28px; word-wrap: break-word !important; box-sizing: border-box !important;"><span style="max-width: 100%; margin: 0px; padding: 0px; border: 0px; word-wrap: break-word !important; box-sizing: border-box !important;"><span style="max-width: 100%; color: rgb(127, 127, 127); word-wrap: break-word !important; box-sizing: border-box !important;">,</span><span style="max-width: 100%; color: rgb(0, 176, 80); word-wrap: break-word !important; box-sizing: border-box !important;">厂家推介</span><span style="max-width: 100%; color: rgb(127, 127, 127); margin: 0px; padding: 0px; border: 0px; word-wrap: break-word !important; box-sizing: border-box !important;">,</span><span style="max-width: 100%; margin: 0px; padding: 0px; border: 0px; word-wrap: break-word !important; box-sizing: border-box !important;"><span style="max-width: 100%; color: rgb(112, 48, 160); word-wrap: break-word !important; box-sizing: border-box !important;">维修知识</span><span style="max-width: 100%; color: rgb(127, 127, 127); word-wrap: break-word !important; box-sizing: border-box !important;">,</span><span style="max-width: 100%; color: rgb(0, 176, 240); word-wrap: break-word !important; box-sizing: border-box !important;">产品知识</span><span style="max-width: 100%; color: rgb(127, 127, 127); word-wrap: break-word !important; box-sizing: border-box !important;">,</span><span style="max-width: 100%; color: rgb(146, 208, 80); word-wrap: break-word !important; box-sizing: border-box !important;">医疗器械相关</span></span></span><span style="max-width: 100%; color: rgb(127, 127, 127); word-wrap: break-word !important; box-sizing: border-box !important;">等诸多优质内容,</span><span style="max-width: 100%; color: rgb(127, 127, 127); margin: 0px; padding: 0px; border: 0px; word-wrap: break-word !important; box-sizing: border-box !important;">最接地气</span><span style="max-width: 100%; color: rgb(127, 127, 127); word-wrap: break-word !important; box-sizing: border-box !important;">、</span><span style="max-width: 100%; color: rgb(127, 127, 127); margin: 0px; padding: 0px; border: 0px; word-wrap: break-word !important; box-sizing: border-box !important;">重价值</span><span style="max-width: 100%; color: rgb(127, 127, 127); word-wrap: break-word !important; box-sizing: border-box !important;">的医疗器械微信平台!关注我们妥妥没错,<span style="max-width: 100%; margin: 0px; padding: 0px; word-wrap: break-word !important; box-sizing: border-box !important;">推广合作联系我呦</span>!</span></span></p></blockquote></fieldset><p style=""><img data-s="300,640" src="http://mmbiz.qpic.cn/mmbiz/A1DicCH9Vl6MYAEPWTib8tjxcvx0icbN5kq6PvfS6PHyKaMRwicKyXRpyaPRoHgn3OOr1vBKYm6b9vtYp87hJM8nXw/0" data-ratio="0.7835365853658537" data-w="328" width="auto" width="auto" src="http://mmbiz.qpic.cn/mmbiz/A1DicCH9Vl6MYAEPWTib8tjxcvx0icbN5kq6PvfS6PHyKaMRwicKyXRpyaPRoHgn3OOr1vBKYm6b9vtYp87hJM8nXw/640" style="word-wrap: break-word !important; box-sizing: border-box !important; width: auto !important; visibility: visible !important;"  /></p>
               
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