We have selected listed companies in the four medical information industries of Wei Ning Health, Entrepreneurship Huikang, Jiuyuan Yinhai, Jiahe Meikang, to track statistics and recruiting networks (publicly won the bid order data, and release a monthly data tracking series of medical IT orders.Huibo Investment and Research Information] Because some medical IT projects are non -public bidding, and third -party data have statistical errors, tracking data is not the same as the actual order data for the company for trend reference.Agra Stock

The order of the bid in July was bland.According to the public winning information of Caizhao.com, in July Wei Ning Health, Entrepreneurs Huikang, Jiuyuan Yinhai, Jiahe Meikang's winning orders were 65.19 million yuan, 48.06 million yuan, 39.57 million yuan, and 27.26 million yuan, the year -on -year growth rate, the year -on -year growth rateThey are -46%, -69%, -20%, and 7%, respectively.From January to July 2024, Wei Ning Health, Entrepreneurs Huikang, Jiuyuan Yinhai, Jiahe Meikang's bidding orders were 684 million yuan, 566 million yuan, 423 million yuan, and 154 million yuan, respectively.%, 16%, 102%, -37%.

In late July, the policy is densely introduced, and it is expected to accelerate the release of medical IT needs.On July 23, the Office of the State Medical Insurance Bureau issued the "Notice on Paying the 2.0 Barbone Plan for Positive and Diseases and Promoting Related Work", which requested to ensure that in 2025, the 2.0 Budding Plan will be used in a unified area.On July 31, the General Office of the National Health and Health Commission, the General Department of the State Administration of Traditional Chinese Medicine, and the General Department of the State CDC issued the "Notice on the Reference Standard for the Construction of Key Center and Township Health Center for Key Center".Systems, telemedicine systems and residential electronic health file systems: 3 aspects.On July 31, the Office of the State Medical Insurance Bureau and the General Office of the National Health and Health Commission issued the "Notice on Accelerating the Incorpoter of the Incorpoter of the Incorpoted Insurance of Villages".The provincial medical insurance department and the health and health department can be included in the management of the village clinics into medical insurance fixed -point management.All localities should simultaneously guide the village clinics to improve the informatization construction, strive for support from relevant departments, match the necessary computers, networks and other equipment, and take measures to reduce the burden on rural doctors.Guoabong Investment

Investment suggestions.We believe that from January to July 2024, the overall amount of medical IT bids was relatively stableSurat Stock. The Q2 quarterly appeared more than a tens of millions of bid orders. In July, the bid order performance was relatively bland.The second half of the year is the peak period of medical IT business. Policy support for superimposed policies is expected to usher in the recovery of medical IT needs.Suggestions: Wei Ning Health, Entrepreneurs Huikang, Jiuyuan Yinhai, Jiahe Meikang.

Risk prompts.Data statistics omit the risk of large orders and statistical errors; policy advancement is not as good as expected; industry demand is not as good as expected; industry competition is intensified.