401 lines
30 KiB
HTML
401 lines
30 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>医保DRG/DIP 深度投研报告</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
|
||
|
||
body {
|
||
font-family: 'Noto Sans SC', sans-serif;
|
||
background-color: #0a0a1a;
|
||
background-image:
|
||
radial-gradient(circle at 15% 50%, rgba(88, 11, 230, 0.2), transparent 40%),
|
||
radial-gradient(circle at 85% 30%, rgba(10, 153, 222, 0.2), transparent 40%),
|
||
radial-gradient(circle at 50% 90%, rgba(20, 184, 166, 0.15), transparent 50%);
|
||
background-attachment: fixed;
|
||
overflow-y: scroll;
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(15, 23, 42, 0.6);
|
||
backdrop-filter: blur(24px);
|
||
-webkit-backdrop-filter: blur(24px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.glass-card:hover {
|
||
border: 1px solid rgba(13, 148, 136, 0.5);
|
||
box-shadow: 0 0 25px rgba(13, 148, 136, 0.3);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
grid-template-columns: repeat(12, 1fr);
|
||
gap: 1.5rem;
|
||
}
|
||
|
||
.grid-span-12 { grid-column: span 12; }
|
||
.grid-span-8 { grid-column: span 8; }
|
||
.grid-span-7 { grid-column: span 7; }
|
||
.grid-span-6 { grid-column: span 6; }
|
||
.grid-span-5 { grid-column: span 5; }
|
||
.grid-span-4 { grid-column: span 4; }
|
||
|
||
@media (max-width: 1024px) {
|
||
.grid-span-12, .grid-span-8, .grid-span-7, .grid-span-6, .grid-span-5, .grid-span-4 {
|
||
grid-column: span 12;
|
||
}
|
||
}
|
||
|
||
.glow-divider {
|
||
height: 1px;
|
||
background: linear-gradient(90deg, transparent, rgba(13, 148, 136, 0.5), transparent);
|
||
}
|
||
|
||
.text-glow {
|
||
text-shadow: 0 0 8px rgba(56, 189, 248, 0.5);
|
||
}
|
||
|
||
.table thead th {
|
||
background-color: rgba(13, 148, 136, 0.2);
|
||
border-bottom: 1px solid rgba(13, 148, 136, 0.5);
|
||
}
|
||
|
||
.table tbody tr {
|
||
transition: background-color 0.3s ease;
|
||
}
|
||
|
||
.table tbody tr:hover {
|
||
background-color: rgba(255, 255, 255, 0.05);
|
||
}
|
||
|
||
</style>
|
||
</head>
|
||
<body class="text-slate-300">
|
||
<div class="container mx-auto p-4 lg:p-8">
|
||
|
||
<!-- Header -->
|
||
<header class="text-center mb-12">
|
||
<h1 class="text-4xl lg:text-6xl font-bold text-transparent bg-clip-text bg-gradient-to-r from-sky-400 to-teal-400 mb-4 text-glow">
|
||
医保DRG/DIP 深度投研报告
|
||
</h1>
|
||
<p class="text-lg text-slate-400 max-w-4xl mx-auto">从顶层设计到全面执行：重构医疗产业价值链的支付革命</p>
|
||
<div class="mt-4 text-xs text-slate-500">
|
||
<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
|
||
<p>本报告为AI合成数据，投资需谨慎。报告生成于: <span x-data x-text="new Date().toLocaleString()"></span></p>
|
||
</div>
|
||
</header>
|
||
|
||
<!-- Bento Grid Layout -->
|
||
<main class="bento-grid">
|
||
|
||
<!-- Concept Event -->
|
||
<div class="glass-card rounded-3xl p-6 lg:p-8 grid-span-7">
|
||
<h2 class="text-2xl font-bold text-sky-300 mb-4 text-glow">概念事件：改革进入2.0深水区</h2>
|
||
<p class="text-slate-400 mb-6">医保DRG/DIP支付方式改革是中国深化医疗保障制度改革的核心环节，旨在控制医保基金不合理增长，并激励医疗机构成本控制和效率提升。2.0版分组方案的发布，标志着改革从试点全面迈入强制性、深水区执行阶段。</p>
|
||
<ul class="space-y-4">
|
||
<li class="flex items-start">
|
||
<svg class="w-6 h-6 text-teal-400 mr-3 mt-1 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
|
||
<div>
|
||
<strong class="text-slate-200">顶层设计 (2021-2024)</strong>
|
||
<p class="text-sm text-slate-400">启动《DRG/DIP支付方式改革三年行动计划》，“十四五”规划目标2025年覆盖70%住院费用。</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<svg class="w-6 h-6 text-sky-400 mr-3 mt-1 flex-shrink-0 animate-pulse" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z"></path></svg>
|
||
<div>
|
||
<strong class="text-slate-200">关键催化 (2024-07-23)</strong>
|
||
<p class="text-sm text-slate-400">国家医保局印发**《按病组和病种分值付费2.0版分组方案》**，标志改革进入提质增效新阶段。</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<svg class="w-6 h-6 text-slate-400 mr-3 mt-1 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M8 7V3m8 4V3m-9 8h10M5 21h14a2 2 0 002-2V7a2 2 0 00-2-2H5a2 2 0 00-2 2v12a2 2 0 002 2z"></path></svg>
|
||
<div>
|
||
<strong class="text-slate-200">全面实施 (2024-2025)</strong>
|
||
<p class="text-sm text-slate-400">2024年底统筹区全覆盖，2025年底医疗机构全覆盖并完成2.0版系统升级切换。</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!-- Core Views -->
|
||
<div class="glass-card rounded-3xl p-6 lg:p-8 grid-span-5">
|
||
<h2 class="text-2xl font-bold text-sky-300 mb-4 text-glow">核心观点摘要</h2>
|
||
<ul class="space-y-3 list-disc list-inside text-slate-300">
|
||
<li><strong class="text-white">强政策驱动：</strong> 改革由国家控制医保支出的刚性意志驱动，是必然路径而非可选项。</li>
|
||
<li><strong class="text-white">市场结构性乐观：</strong> 对医疗IT领域高度乐观，对药械企业普遍谨慎，对医疗服务存在分歧。</li>
|
||
<li><strong class="text-white">预期差存在：</strong> 市场可能低估实施复杂性，忽略了为创新预留的“特例单议”出口，且对IT服务的认知停留在软件层面。</li>
|
||
<li><strong class="text-white">价值链重构：</strong> 潜力将从IT建设需求深化至驱动医院运营、药械使用结构乃至商保协同的全面变革。</li>
|
||
<li><strong class="text-white">投资路径清晰：</strong> 核心机会在于上游的IT系统供应商和衍生的精细化管理解决方案提供商。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!-- Core Logic & Market Perception -->
|
||
<div class="glass-card rounded-3xl p-6 lg:p-8 grid-span-12" x-data="{ tab: 'logic' }">
|
||
<div class="flex border-b border-slate-700 mb-6">
|
||
<button @click="tab = 'logic'" :class="{'border-sky-400 text-sky-400': tab === 'logic', 'border-transparent text-slate-400': tab !== 'logic'}" class="py-2 px-4 border-b-2 font-medium transition">核心逻辑与驱动力</button>
|
||
<button @click="tab = 'perception'" :class="{'border-sky-400 text-sky-400': tab === 'perception', 'border-transparent text-slate-400': tab !== 'perception'}" class="py-2 px-4 border-b-2 font-medium transition">市场热度与预期差</button>
|
||
</div>
|
||
|
||
<div x-show="tab === 'logic'" x-transition>
|
||
<h3 class="text-xl font-bold text-slate-200 mb-4">根本驱动力：强政策驱动下的支付方角色转变</h3>
|
||
<p class="mb-4 text-slate-400">该概念的根本驱动力是<strong class="text-teal-300">强政策驱动</strong>。其核心逻辑在于改变医保基金的支付方式，从“花多少报多少”的被动买单方，转变为“按价值打包预付”的主动管理者。深层原因是医保基金面临人口老龄化和医疗费用上涨带来的支付压力。路演数据显示，DRG/DIP已在浙江等试点省份展现出明确的控费效果（如职工医保住院次均费用自2021年起下降），验证了其有效性。</p>
|
||
<p class="text-slate-400">研报数据进一步强化了这一逻辑，明确了<strong class="text-teal-300">“十四五”期间70%的住院费用</strong>需纳入DRG/DIP支付的量化目标，为改革的确定性提供了强力背书。</p>
|
||
</div>
|
||
|
||
<div x-show="tab === 'perception'" x-transition>
|
||
<h3 class="text-xl font-bold text-slate-200 mb-2">市场热度：结构性乐观</h3>
|
||
<p class="mb-4 text-slate-400">新闻密集发布、券商频繁解读、多份专题研报覆盖，显示市场关注度极高。情绪整体呈现结构性乐观：</p>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 text-sm">
|
||
<div class="bg-slate-800/50 p-4 rounded-xl border border-green-500/30">
|
||
<p class="font-bold text-green-400">高度乐观：医疗IT</p>
|
||
<p class="text-slate-400 mt-1">最直接、最确定的受益环节。路演明确测算市场空间：三级医院<strong class="text-white">100万元/家</strong>，系统升级<strong class="text-white">20-200万元/家</strong>。</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-xl border border-yellow-500/30">
|
||
<p class="font-bold text-yellow-400">普遍谨慎：药械企业</p>
|
||
<p class="text-slate-400 mt-1">普遍共识是DRG/DIP将压缩高值耗材和辅助用药使用空间，构成长期压力。</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-xl border border-blue-500/30">
|
||
<p class="font-bold text-blue-400">存在分歧：医疗服务</p>
|
||
<p class="text-slate-400 mt-1">医院面临巨大运营压力（路演案例：收入增50%但净利降83%），但利好精细化管理强的龙头及受益于“特例单议”的专科医院。</p>
|
||
</div>
|
||
</div>
|
||
<h3 class="text-xl font-bold text-slate-200 mt-6 mb-2">预期差分析</h3>
|
||
<ul class="space-y-2 list-disc list-inside text-slate-400">
|
||
<li><strong class="text-slate-300">实施深度与广度：</strong>市场可能低估了从当前<strong class="text-white">50%-60%</strong>的院端覆盖率到100%全覆盖的执行难度。</li>
|
||
<li><strong class="text-slate-300">“控费”与“价值”：</strong>市场普遍停留在“控费”，但忽略了为创新预留的出口——<strong class="text-white">“特例单议”机制</strong>（占DRG病例5%或DIP病例5‰），这是为创新药械开辟的支付通道。</li>
|
||
<li><strong class="text-slate-300">软件到服务：</strong>市场预期多集中在软件销售，但忽略了后续数据运营、决策支持等<strong class="text-white">“智慧大脑”</strong>服务的更大市场空间。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Timeline Chart -->
|
||
<div class="glass-card rounded-3xl p-6 lg:p-8 grid-span-8">
|
||
<h2 class="text-2xl font-bold text-sky-300 mb-4 text-glow">发展路径与催化剂</h2>
|
||
<p class="text-slate-400 mb-6">改革将分三阶段演进，从基础建设深化至生态协同，每个阶段都伴随明确的市场机遇和催化事件。</p>
|
||
<div id="timeline-chart" class="w-full h-80"></div>
|
||
</div>
|
||
|
||
<!-- Industry Chain -->
|
||
<div class="glass-card rounded-3xl p-6 lg:p-8 grid-span-4">
|
||
<h2 class="text-2xl font-bold text-sky-300 mb-4 text-glow">产业链图谱</h2>
|
||
<div class="space-y-4">
|
||
<div>
|
||
<div class="badge badge-primary badge-outline">上游：决策与标准</div>
|
||
<p class="mt-2 ml-4 text-sm text-slate-300">国家 / 地方医保局</p>
|
||
</div>
|
||
<div class="text-center text-slate-500">▼</div>
|
||
<div>
|
||
<div class="badge badge-accent badge-outline">中游：技术与服务</div>
|
||
<ul class="mt-2 ml-4 text-sm text-slate-300 space-y-1 list-disc list-inside">
|
||
<li>核心系统提供商 (分组器/结算)</li>
|
||
<li>医院信息化提供商 (HIS/EMR)</li>
|
||
<li>运营管理服务商 (SPD/成本核算)</li>
|
||
</ul>
|
||
</div>
|
||
<div class="text-center text-slate-500">▼</div>
|
||
<div>
|
||
<div class="badge badge-secondary badge-outline">下游：使用者与受影响方</div>
|
||
<ul class="mt-2 ml-4 text-sm text-slate-300 space-y-1 list-disc list-inside">
|
||
<li>各级公立 / 民营医院</li>
|
||
<li>药企 / 器械厂商</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Supporting Data -->
|
||
<div class="glass-card rounded-3xl p-6 lg:p-8 grid-span-12" x-data="{ open: 'news' }">
|
||
<h2 class="text-2xl font-bold text-sky-300 mb-4 text-glow">源数据摘要</h2>
|
||
<div class="join join-vertical w-full">
|
||
<div class="collapse collapse-arrow join-item border border-base-300">
|
||
<input type="radio" name="my-accordion-4" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-slate-200">
|
||
新闻数据洞察
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-slate-400">新闻数据明确了DRG/DIP 2.0版分组方案的发布，并揭示了改革的配套支持体系：数据赋能（建立数据工作组、向医院“亮家底”）、基金监管（智能审核试点）和支付结算优化（预付金制度、即时结算），共同构成了改革顺利推进的保障网络。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow join-item border border-base-300">
|
||
<input type="radio" name="my-accordion-4" />
|
||
<div class="collapse-title text-xl font-medium text-slate-200">
|
||
路演纪要精粹
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-slate-400">路演信息提供了详尽的实施细节与市场影响。关键点包括：明确了2024-2025年的全覆盖时间表；解析了DRG/DIP 2.0版的技术细节优化；量化了对医院的财务压力（收入增、利润降）；指出了IT系统建设（新建与升级）的市场空间；并探讨了对药械、医疗服务、商业保险等全产业链的传导效应。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow join-item border border-base-300">
|
||
<input type="radio" name="my-accordion-4" />
|
||
<div class="collapse-title text-xl font-medium text-slate-200">
|
||
研究报告观点
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-slate-400">研报从宏观和微观层面验证了改革逻辑。宏观上，明确了“十四五”70%的量化目标。微观上，揭示了DRG/DIP如何与药品集采、医保谈判、“双通道”政策联动，倒逼医院进行成本控制和精细化运营（如后勤管理），并为创新药械通过“特例单议”机制开辟支付通道，体现了政策的“组合拳”效应。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Core Stocks -->
|
||
<div class="glass-card rounded-3xl p-6 lg:p-8 grid-span-12">
|
||
<h2 class="text-2xl font-bold text-sky-300 mb-6 text-glow">核心标的池</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- DRG/DIP系统 -->
|
||
<tr><td colspan="4" class="font-bold bg-slate-800/50 text-teal-300">I. DRG/DIP核心系统提供商</td></tr>
|
||
<tr><td>久远银海</td><td><a href="https://valuefrontier.cn/company?scode=002777" target="_blank" class="link link-hover link-primary">002777</a></td><td>医保IT龙头，深度参与国家规范制定，覆盖19省，逻辑最纯粹</td><td></td></tr>
|
||
<tr><td>国新健康</td><td><a href="https://valuefrontier.cn/company?scode=000503" target="_blank" class="link link-hover link-primary">000503</a></td><td>DRG/DIP系统</td><td></td></tr>
|
||
<tr><td>思创医惠</td><td><a href="https://valuefrontier.cn/company?scode=300078" target="_blank" class="link link-hover link-primary">300078</a></td><td>DRG/DIP系统</td><td></td></tr>
|
||
<tr><td>荣科科技</td><td><a href="https://valuefrontier.cn/company?scode=300290" target="_blank" class="link link-hover link-primary">300290</a></td><td>DRG/DIP系统</td><td></td></tr>
|
||
<!-- 医保信息化 & 电子病历 -->
|
||
<tr><td colspan="4" class="font-bold bg-slate-800/50 text-teal-300">II. 数据基础与医保信息化</td></tr>
|
||
<tr><td>嘉和美康</td><td><a href="https://valuefrontier.cn/company?scode=688246" target="_blank" class="link link-hover link-primary">688246</a></td><td>DRG/DIP实施的“数据地基”，病案首页数据质量专家</td><td>电子病历</td></tr>
|
||
<tr><td>卫宁健康</td><td><a href="https://valuefrontier.cn/company?scode=300253" target="_blank" class="link link-hover link-primary">300253</a></td><td>传统医疗IT巨头，客户基础广泛，提供一体化解决方案</td><td>电子病历</td></tr>
|
||
<tr><td>东软集团</td><td><a href="https://valuefrontier.cn/company?scode=600718" target="_blank" class="link link-hover link-primary">600718</a></td><td>传统医疗IT巨头，综合解决方案能力强</td><td>电子病历</td></tr>
|
||
<tr><td>万达信息</td><td><a href="https://valuefrontier.cn/company?scode=300168" target="_blank" class="link link-hover link-primary">300168</a></td><td>医保信息化</td><td>电子病历</td></tr>
|
||
<tr><td>创业慧康</td><td><a href="https://valuefrontier.cn/company?scode=300451" target="_blank" class="link link-hover link-primary">300451</a></td><td>医保信息化</td><td>电子病历</td></tr>
|
||
<tr><td>和仁科技</td><td><a href="https://valuefrontier.cn/company?scode=300550" target="_blank" class="link link-hover link-primary">300550</a></td><td>医保信息化</td><td></td></tr>
|
||
<tr><td>ST易联众</td><td><a href="https://valuefrontier.cn/company?scode=300096" target="_blank" class="link link-hover link-primary">300096</a></td><td>医保信息化</td><td></td></tr>
|
||
<tr><td>山大地纬</td><td><a href="https://valuefrontier.cn/company?scode=688579" target="_blank" class="link link-hover link-primary">688579</a></td><td>医保信息化</td><td></td></tr>
|
||
<tr><td>佳缘科技</td><td><a href="https://valuefrontier.cn/company?scode=301117" target="_blank" class="link link-hover link-primary">301117</a></td><td>医保信息化</td><td></td></tr>
|
||
<tr><td>东华软件</td><td><a href="https://valuefrontier.cn/company?scode=002065" target="_blank" class="link link-hover link-primary">002065</a></td><td>医保信息化</td><td>电子病历</td></tr>
|
||
<!-- SPD & 精细化管理 -->
|
||
<tr><td colspan="4" class="font-bold bg-slate-800/50 text-teal-300">III. 衍生需求：精细化管理</td></tr>
|
||
<tr><td>塞力医疗</td><td><a href="https://valuefrontier.cn/company?scode=603716" target="_blank" class="link link-hover link-primary">603716</a></td><td>SPD院内供应链管理，控费压力下医院刚需</td><td>SPD/医疗物资</td></tr>
|
||
<tr><td>国科恒泰</td><td><a href="https://valuefrontier.cn/company?scode=301370" target="_blank" class="link link-hover link-primary">301370</a></td><td>SPD院内供应链管理</td><td>SPD/医疗物资</td></tr>
|
||
<tr><td>润达医疗</td><td><a href="https://valuefrontier.cn/company?scode=603108" target="_blank" class="link link-hover link-primary">603108</a></td><td>精细化管理</td><td></td></tr>
|
||
<tr><td>国药一致</td><td><a href="https://valuefrontier.cn/company?scode=000028" target="_blank" class="link link-hover link-primary">000028</a></td><td>精细化管理</td><td></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Rise Analysis -->
|
||
<div class="glass-card rounded-3xl p-6 lg:p-8 grid-span-12">
|
||
<h2 class="text-2xl font-bold text-sky-300 mb-6 text-glow">相关政策驱动个股异动分析</h2>
|
||
<p class="text-slate-400 mb-6">以下个股异动虽非直接由DRG/DIP 2.0政策驱动，但反映了当前医保政策密集发布期（如互联网医保支付、医保目录调整等）的市场情绪和资金流向，揭示了DRG/DIP所处的宏观政策背景。</p>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称 / 代码</th>
|
||
<th>异动日期</th>
|
||
<th>涨幅</th>
|
||
<th class="w-1/2">核心原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td><strong>中国医药</strong><br><a href="https://valuefrontier.cn/company?scode=600056" target="_blank" class="link link-hover link-primary text-xs">600056</a></td><td>2025-09-18</td><td><span class="text-error font-bold">10.05%</span></td><td class="text-sm">“零售药店线上医保结算”纳入全国推广，公司因“医药商业+自有电商+已接入13省医保电子凭证”成为弹性标的。</td></tr>
|
||
<tr><td><strong>人民同泰</strong><br><a href="https://valuefrontier.cn/company?scode=600829" target="_blank" class="link link-hover link-primary text-xs">600829</a></td><td>2025-07-29</td><td><span class="text-error font-bold">10.01%</span></td><td class="text-sm">黑龙江省医保局允许定点药店对调出目录药品自主议价并接受医保个人账户支付，利好区域连锁药房。</td></tr>
|
||
<tr><td><strong>振东制药</strong><br><a href="https://valuefrontier.cn/company?scode=300158" target="_blank" class="link link-hover link-primary text-xs">300158</a></td><td>2025-07-23</td><td><span class="text-error font-bold">19.96%</span></td><td class="text-sm">核心产品朗迪钙片正式纳入国家医保目录，带来销量与利润双重弹性预期。</td></tr>
|
||
<tr><td><strong>众生药业</strong><br><a href="https://valuefrontier.cn/company?scode=002317" target="_blank" class="link link-hover link-primary text-xs">002317</a></td><td>2025-11-12</td><td><span class="text-error font-bold">10.02%</span></td><td class="text-sm">独家流感创新药完成全国挂网并通过医保初审，形成“需求爆发×支付端放量”的逻辑共振。</td></tr>
|
||
<tr><td><strong>易明医药</strong><br><a href="https://valuefrontier.cn/company?scode=002826" target="_blank" class="link link-hover link-primary text-xs">002826</a></td><td>2025-07-25</td><td><span class="text-error font-bold">10.00%</span></td><td class="text-sm">创新药械多元支付政策落地，公司改良新剂型及首仿品种有望豁免DRG/DIP限制并对接商保。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('timeline-chart');
|
||
var myChart = echarts.init(chartDom);
|
||
var option;
|
||
|
||
option = {
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'shadow'
|
||
},
|
||
backgroundColor: 'rgba(15, 23, 42, 0.8)',
|
||
borderColor: '#0d9488',
|
||
textStyle: {
|
||
color: '#cbd5e1'
|
||
}
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'category',
|
||
data: ['第一阶段\n(2024-2025)', '第二阶段\n(2026-2028)', '第三阶段\n(2028以后)'],
|
||
axisLine: { lineStyle: { color: '#475569' } },
|
||
axisLabel: { color: '#94a3b8' }
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
name: '市场机遇',
|
||
nameTextStyle: { color: '#94a3b8' },
|
||
axisLine: { show: true, lineStyle: { color: '#475569' } },
|
||
splitLine: { lineStyle: { color: '#334155' } },
|
||
axisLabel: { color: '#94a3b8' }
|
||
},
|
||
series: [
|
||
{
|
||
name: '核心任务',
|
||
type: 'bar',
|
||
stack: 'total',
|
||
barWidth: '60%',
|
||
label: {
|
||
show: true,
|
||
position: 'inside',
|
||
formatter: '{c}',
|
||
color: '#fff'
|
||
},
|
||
emphasis: {
|
||
focus: 'series'
|
||
},
|
||
data: [
|
||
{ value: 40, name: '全面覆盖与系统建设', itemStyle: { color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{ offset: 0, color: '#0ea5e9' }, { offset: 1, color: '#22d3ee' }]) } },
|
||
{ value: 60, name: '深化应用与精细管理', itemStyle: { color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{ offset: 0, color: '#10b981' }, { offset: 1, color: '#34d399' }]) } },
|
||
{ value: 80, name: '生态协同与价值医疗', itemStyle: { color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{ offset: 0, color: '#6366f1' }, { offset: 1, color: '#818cf8' }]) } }
|
||
],
|
||
tooltip: {
|
||
formatter: function (params) {
|
||
let dataMap = {
|
||
'第一阶段\n(2024-2025)': { task: '全面覆盖与系统建设', detail: '核心是实现区域、机构、病种的全覆盖，市场机会主要集中在医疗IT公司的系统新建和升级需求上。' },
|
||
'第二阶段\n(2026-2028)': { task: '深化应用与精细管理', detail: '随着数据积累，分组将动态优化。医院需求从“合规”转向“增效”，精细化管理工具需求爆发。' },
|
||
'第三阶段\n(2028以后)': { task: '生态协同与价值医疗', detail: 'DRG/DIP将与门诊支付、商保等深度联动，形成以价值为导向的多元支付体系，真正实现“腾笼换鸟”。' }
|
||
};
|
||
let info = dataMap[params.name];
|
||
return `<strong>${params.name.replace('\n', ' ')}</strong><br/>
|
||
<strong>核心任务:</strong> ${info.task}<br/>
|
||
<strong>详细描述:</strong> ${info.detail}`;
|
||
}
|
||
}
|
||
}
|
||
]
|
||
};
|
||
|
||
option && myChart.setOption(option);
|
||
window.addEventListener('resize', function() {
|
||
myChart.resize();
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |