Recommendation logic: Smart healthcare uses information technology to closely link medical components such as patients, medical services, insurance, and research to achieve business synergy. It can solve the problem of information asymmetry existing in all parties, achieve a win-win situation for society, institutions and individuals, and provide solutions for various problems encountered in the operation of the medical industry. The industry looks at the following: 1) The layout of smart medical care not only meets the needs of the healthy structure of China's aging population and chronic diseases, but also can improve the efficiency of medical resources and reduce the pressure of medical insurance; 2) The government supports a large amount of resources, and requires the basic coverage of the three major databases of population information, electronic medical records and electronic health records, and at the same time forms the interconnection and business synergy of business application systems; 3) Smart medical care is still in the early stage of industry development, facing a vast blue ocean market with a scale of over 100 billion. The potential for hospital informationization and depth improvement is great. The core of hospital informationization is the electronic medical record EMR based on patient data. In terms of breadth, China's EMR penetration rate is about 50%, and the United States is 90%. From the perspective of depth, China's EMR level of 4 is only 2%, and the United States is 68%. China's EMR has huge room for growth in terms of opening up new markets or tapping into existing market potential. The hospital prioritizes the construction of EMR. Other information systems have lower penetration rates and wider market space. In 2013, the market size of China's hospital information system is about 7 billion, and the market capacity in the future will reach 35 billion. The construction of the medical regional information government is the mainstay, and there is still a construction space of 10 billion yuan. The global market size will reach $22.3 billion in 2015. The US HITECH bill proposes to invest $19 billion by 2015 to promote the exchange of health information and the effective use of electronic health records, so that its regional and national health informationization will develop rapidly. In 2015, the size of the US market is expected to exceed US$9.3 billion. In 2009-2014, the planning of regional medical informatization construction will continue to be sublimated. It is estimated that the size of the domestic regional medical informatization market will reach 2.5 billion yuan in 2016. At present, the number of provincial-level platforms that have been built exceeds 30%. It is expected that with the introduction of industry standards and the support of the government, only the market construction space will reach 10 billion. Health management is in the early stages of development, with a focus on monetization mode, traffic entry and synergy. The potential space of the health management market is in the order of hundreds of billions, and with the development of commercial health insurance, future medical insurance is expected to become the largest payer and driving force for health management; the electronic medical records and health records generated in the hospital are the most authoritative medical health data. However, with the rise of wearable medical devices and the popularity of smart home medical devices , out-of-hospital health monitoring equipment will gradually become a data traffic portal; health management will eventually have to settle down to medical services, thus integrating hospital information, regional information platforms, etc. Collaborate with each other. Portfolio and recommendations Smart medical care is the best combination of Internet + medical treatment, and it is suitable for the background of the aging of China and the increasing pressure of medical insurance control fees. Specific stock picking ideas: 1) Investment opportunities brought about by the integration of hospital information industry and the expansion of market space. The investment opportunities of Yunsheng Industrial, operating room and ICU ward hospital informationization, and the investment opportunities brought by the rapid expansion of Zhongrui Sitron regional information market providing medical information interaction platform are recommended. . It is recommended that Yanhua Intelligent, Zhongyuan Huadian, and Hainan Haiyao Health Management Platform be in the initial stage, with emphasis on Yunsheng Industrial and Yanhua Intelligent, which have obvious synergy with hospital informationization and regional information platform. However, from the perspective of market value elasticity, key recommendations: Yanhua Intelligent, Zhongrui Sitron, Yunsheng Industrial, these three standard business models have strong appeal, solid fundamentals, and high market value elasticity, highly recommended. Kn95 5 Layers Mask,Kn95 Filters Face Mask,Kn95 5 Layers Cup Facemask,Kn95 5 Layers Fold Flat Facemask Jiangmen anjian biotechnology co. 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Smart healthcare has a strong rise in market space by billions