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1、ChinaHealthcareDeutscheBankMarketsResearchAsiaIndustryDateJapan17January2018NorthAmericaChinaHealthcareHealthCareIndustryUpdateHealthCareMonthlydatatracker:December2017JackHu,Ph.D.Monthlydatatracker:December2017ResearchAnalystRecentdatasuggestthat1)drugc
2、onsumptionwasup11.0%YoYinNovembervs.12.4%inYTD10m17;2)inpatientandoutpatienttrafficincreased7.3%and+852-220362083.0%,respectively,inYTD10m17;3)governmentspendingonhealthcaredroppedMeganXu16%YoYinNovember2017vs.14%growthinYTD10m17;4)vitaminCpricesResearchAs
3、sociateremainedhigh;5)6-APAand7-ACApriceswereflatinDecember;6)TCMraw+852-22035928materialpricesweremixed;and7)cornpricesremainedthesameatRMB1,690/toninDecembervs.November.KeyChangesCompanyTargetPriceRatingGovernmentspending,drugconsumption,patienttrafficand
4、insurance1093.HK19.10to20.30-Governmentspendingonhealthcaredeclined16%YoYtoRMB99bninNovember300015.SZ35.20to38.10-2017,whileYTD10m17growthwas14%vs.10%YoYin2016.Meanwhile,600763.SS27.20to31.00-drugconsumptiongrew11.0%YoYinNovember2017;YTD10m17growthwasSou
5、rce:DeutscheBank12.4%vs.12.0%YoYin2016andvs.14.2%YoYin2015,respectively.InpatientToppickstrafficcontinuedtooutpaceoutpatientflow,with7.3%vs.3.0%YoYgrowthinSinoBiopharmaceuticalBuyYTD10m17.InNovember,inflowandoutflowofurbanbasicmedicalinsurance(1177.HK),HKD14.
6、84increased27%and41%YoY,respectively.Forcommercialinsurance,theinflowUniversalMedical(2666.HK),HKD7.38Buyofhealthcareinsuranceshotup36%YoYinNovember2017,andgrowthofJointownPharmaceuticalsBuy(600998.SS),CNY17.96healthcareinsuranceoutflowacceleratedto32%YoY.
7、OnaYTDbasis,inflowSource:DeutscheBankgrew5%andoutflowclimbed29%YoYinYTD10m17.VitaminCpricesremainedhigh;6-APAand7-ACApricesunchangedTheASPofdomesticvitaminCedgeduptoRMB72.5/kginDecember2017,whileexportedvitaminCpriceswerestableatUSD7.0/kginNovember.Bothpri
8、cesof6-APAand7-ACAwereflatinDecember2017,recordingRMB230/kgandRMB450/kgrespectively.Weremindinvestorsthatthemainmanufacturersresumedproductionof7-ACAinSeptember2015ata16%pricecutfromRMB630/kginJune2015.TCMrawmaterialpricesm
