ʻO ke ʻano hoʻomohala o nā ʻoihana lāʻau lapaʻau ʻo ka hui ʻana a me ka hoʻonohonoho hou ʻana
Nov 20, 2021
Ke nānā nei i ka wā i hala a me ka nānā ʻana i ka wā e hiki mai ana, ua manaʻo ʻia ʻo ka hui ʻana, ʻoi aku ka M & A, e hana nui i ka mākeke kapikala.
ʻO Ye Lin, ke poʻo o Asia Pacific Medical Research ma Goldman Sachs
Ua loaʻa i ka ʻoihana lapaʻau ka ulu kiʻekiʻe loa i nā makahiki he 15 i hala. Eia nō naʻe, i ka mākeke kapikala, i hoʻohālikelike ʻia me nā ʻoihana ʻē aʻe e pili ana e like me ka lāʻau lapaʻau a me ka circulation, ʻoi aku ka liʻiliʻi o ka hoʻopukapuka ʻana i ka ʻoihana lāʻau lapaʻau. Eia nō naʻe, ʻo ia hoʻi he nui ka lumi no ka hoʻomohala ʻana i nā mea lapaʻau i ka wā e hiki mai ana.
ʻO ka makahiki i hala aku nei, ʻo ka ʻoihana lāʻau lapaʻau holoʻokoʻa o Kina ma kahi o 200 biliona yuan, ʻoiai ʻo nā mea lapaʻau i helu ʻia ma lalo o 15%, ʻo ia hoʻi, ʻo ka nui o ka ʻoihana lāʻau lapaʻau ma kahi o ʻehiku mau manawa o nā mea lapaʻau.
Mai ka hiʻohiʻona o ka loaʻa kālā a me ka ulu ulu ʻana, e hoʻohālikelike ana i nā ʻoihana lāʻau lapaʻau i helu ʻia ma ka papa inoa ʻo A-me nā ʻoihana lāʻau lapaʻau i helu ʻia ma Hong Kong, hiki iā mākou ke ʻike he kiʻekiʻe ke kiʻekiʻe o ka loaʻa kālā o kēia ʻoihana.
Ke nānā nei i ke kumukūʻai o ka mākeke, ʻo ka nui o ka mākeke o ka ʻoihana lāʻau lapaʻau o Kina ma kahi o 7%, a ʻo ʻAmelika Hui Pū ʻIa ʻaneʻane 21%, no laila ʻoi aku ka nui o kā mākou ulu ulu.
Ma ke ʻano o ka loiloi, ma nā mākeke makua e like me ʻAmelika Hui Pū ʻIa, mahalo nui ʻia nā mea lapaʻau, a ʻoi aku ka kiʻekiʻe o ke kumukūʻai, e hōʻike ana i ka manaʻo nui o nā mea a pau e pili ana i kēia ʻoihana.
Ua ʻike mākou ʻo ke ʻano maʻamau i ka wā e hiki mai ana ka hui ʻana a me ka loaʻa ʻana, ma ka liʻiliʻi loa ma ka lāʻau lapaʻau a me nā ʻano ʻē aʻe.
Ma ka mākeke ʻo Hong Kong ma Kina, ua loaʻa ʻekolu hui a me nā loaʻa ʻana i 3-4 mau pule i hala aku nei: Ua loaʻa iā Fosun Pharmaceutical (600196) ka hui lāʻau lapaʻau India, ua loaʻa iā Shanghai Pharmaceutical (601607) ka hui huahana olakino Australia a me kahi hui lāʻau i kūʻai ʻia e Kelemania. Hiki iā mākou ke ʻike ua hele aku nā ʻoihana Kina a ke hana nei i kahi hoʻolālā honua, me ke komo ʻana i ka mākeke US a me ka mākeke ʻEulopa. I ka wā ma mua, ke hoʻomaka mālie nei nā māla i hana nui i ka mākeke kapikala, e like me ka minimly invasive field. Hiki i nā ʻoihana lāʻau lapaʻau Kina ke hoʻohui pū ma o ka hui ʻana a me ka loaʻa ʻana i ka wā e hiki mai ana. Manaʻo wau e hana hou aku nā ʻoihana Kina i kēia.
Ke nānā nei i ka wā i hala a me ka nānā ʻana i ka wā e hiki mai ana, ua manaʻo ʻia ʻo ka hui ʻana, ʻoi aku ka M & A (ka hui ʻoihana a me ka loaʻa ʻana, me nā manaʻo ʻelua a me nā ala ʻelua o ka hui ʻana a me ka loaʻa ʻana) e pāʻani nui i ka mākeke kapikala. Ua hana mākou i nā ʻikepili o nā hui i helu ʻia ma ka mahele A-a hoʻohālikelike i ke kahe kālā i nā makahiki ʻekolu i hala aku nei me kēlā i kēia manawa ma o ka helu kālā. Manaʻo mākou he hiki i ka hapalua o nā ʻoihana ma ka mākeke kaʻana A- ke hana i ka M & A. He ʻano nui kēia i ka wā e hiki mai ana.
