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行业制度的根本性变革将促使行业内部组织结构发生本质的变化,行业集中度也将提高。这种变化带来制药龙头公司利润爆发式增长。我们测算,医改可能带来医疗药品市场翻倍的增长。
The fundamental change of the industrial system will lead to the fundamental changes in the internal organizational structure of the industry, the industry concentration will also increase. This change has brought explosive growth in profits for leading pharmaceutical companies. We estimate that medical reform may result in a doubling of the medical and pharmaceutical market.