China Resources Medical triumphantly opened the road to mergers and acquisitions

With the status advantage of central enterprises, China Resources Medical has made great progress in the field of mergers and acquisitions in public hospitals. In April last year, China Resources Medical and another central enterprise medical giant CITIC Medical jointly invested in Phoenix Medical, and Sanhe became the largest hospital group in Asia.

Undoubtedly, China Resources Medical has become one of the most extensive and deepest medical giants since the country issued the signal of public hospital restructuring, but recently, an insider close to China Resources Medical revealed to the First Financial Reporter that they Now I am also very upset: "All the hospitals have been merged, but they have not formed their own superior resources, nor have they formed Huarun's medical brand. How to make some differentiated deployments in the market in the future, I have not thought very clearly. ”

In China's capital market, more and more “China Resources” seem to be born, especially since the new medical reform, under the promotion of policies, including listed companies such as Langma Information, Samsung Medical, and Xinbang Pharmaceutical, and Wanda Group The representative real estate enterprises all use their own capitalization advantages to make big acquisitions and self-built hospitals, but there are very few real resources. Medical service mergers and acquisitions, how to "buy buy and buy" is savvy?

China Resources Group and Phoenix Medical officially fit together: establish Asia's largest medical service group

Growing up

The “three in one” of China Resources, CITIC and Phoenix gave birth to the medical leading group led by the national team, operating a total of 109 medical institutions and 3 pension institutions, including 9 tertiary hospitals, 12 secondary hospitals, 34 The first-level hospitals and 54 community medical institutions, the total number of open beds in the total number of medical institutions is about 12,480, covering the national medical map, and is the largest hospital group in Asia according to the number of operating beds.

However, in the past year, the operation of this super hospital group has not been satisfactory: according to the 2016 annual financial report released on March 24, the company achieved a turnover of 1.533 billion yuan and an annual loss attributable to the year. 1.5 billion yuan.

"In recent years, China Resources has acquired so many hospitals, but so far it has not formed its advantageous resources. The real advantage resources are still in the hands of public hospitals." An industry insider who asked not to be named said to the First Financial Reporter that he thinks At this stage, how to integrate and close after the "explosive buying" is the most difficult face for China Resources to face.

According to public information, China Resources Medical was established in Hong Kong in 2011 and is wholly-owned by China Resources Group. It is also the first medical group of the SASAC system. After three years from 2011 to 2014, after completing the rapid expansion of 10 hospitals with the self-built acquisition model, China Resources Medical has become the largest social medical medical group in China. At present, China Resources Medical Network is mainly distributed in Guangzhou, Guangdong, Kunming, Yunnan, Wuhan, Hubei, Huaibei, Anhui, and Xuzhou, Jiangsu. These merged hospitals are mainly restructured from former state-owned enterprises (factories and mines) hospitals and government-run hospitals, all of which are non-profit hospitals. And medical insurance designated hospital.

"Every term of the general manager has his own M&A and expansion tasks, and often a hospital's mergers and acquisitions will involve several years before and after, the so-called integration is also very easy." The above industry insiders such as China Resources The status quo of many listed companies acquiring public hospitals.

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