台商投資中國大陸醫療服務業前景初探

A Preliminary Survey of the Prospects for Taiwanese Investment in Mainland China’s Medical Service Industry

中國大陸人口眾多，經濟又快速成長，醫療需求必然持續增加，而中共最近推動的醫療體制改革，勢將進一步助長未來中國大陸醫療市場的發展。本研究初步發現重點如下：一、未來3年（2009至2011年）合計，中國大陸醫療支出總費用較2008年估計增加約1兆6,452億元人民幣，商機頗為可觀。二、中國大陸的公立醫院非但擁有醫保利基，還可得到政府的補貼，故壟斷96％的醫療市場。外資醫院在中國大陸營運面臨取得醫保不易、醫事人力不確定等問題，投資大陸醫療服務業仍潛存高度風險。大陸醫療服務市場商機雖大，恐「看得到、吃不到」。

Given the huge size of its population and the rapid growth of its economy, mainland China’s demand for medical services will surely continue increasing. Moreover, the reform of the medical system recently carried out by the country’s governing authorities will give a further boost to the future development of its medical care market. This study carries out a preliminary survey on the prospects for Taiwanese investment in mainland China’s medical service industry, and makes the following key findings: 1. Over the next three years (2009 to 2011), spending on medical services in mainland China will double from its 2008 level to an estimated 1.645 trillion renminbi, presenting substantial commercial opportunities to the medical industry. 2. Mainland China’s public hospitals not only earn profit from medical insurance, but also can receive government subsidies, and hold a dominant 96% share of the country’s medical services market. Foreign-invested hospitals face substantial operating hurdles, including difficulty in obtaining medical insurance and uncertainty in respect of medical personnel. Hence, investment in mainland China’s medical services industry still potentially involves high risk. Though the country’s medical services market presents a large and appetizing feast of commercial opportunity, that feast may be just for the seeing but not for the eating by foreign investors.