医药与健康护理行业信息点评：国家卫健委印发大型医院巡查工作方案（2023-2026年度）

请务必阅读正文之后的信息披露和法律声明 [Table_MainInfo] 行业研究/医药与健康护理 证券研究报告 行业信息点评 国家卫健委印发大型医院巡查工作方案（2023-2026 年度） [Table_Summary] 投资要点：  近日，国家卫生健康委办公厅关于印发《大型医院巡查工作方案（2023-2026年度）》。大型医院巡查是卫健委开展的常规活动，此前卫健委亦先后发布过2010 年、2015-2017 年度、2019-2022 年度的工作方案。  《工作方案 2023 版》分为巡查范围、巡查重点、组织实施、巡查要求等四部分。  巡查范围：原则上为二级（参照二级管理）及以上公立医院（含中医医院），社会办医院参照执行。  巡查重点：重点聚焦公立医院党建、行业作风建设、运行管理，分为三部分、15 大类、69 条。  组织实施：国家卫生健康委负责委属（管）医院巡查工作，各省（区、市）和新疆生产建设兵团卫生健康委落实“属地管理、统一组织、分级负责”原则，按照“全面自查、实地巡查、监督整改”，有计划、分步骤地开展医院巡查工作。同时，对巡查时间、方式等内容进行了原则要求。  巡查要求：从提高政治站位、强化统筹协同，突出问题导向、推进标本兼治，加强业务培训、严肃巡查纪律等方面进行了原则要求。各地应当结合本地实际研究制订具体工作方案，有力、有序、有效推进巡查工作。  我们认为大型医院常规巡查工作有利于医疗工作的稳定开展，有利于促进医药、医疗体系的长期健康发展。  建议关注：恒瑞医药等。  风险提示：审评失败风险、竞争格局恶化风险、估值波动风险。 行业研究·医药与健康护理行业 请务必阅读正文之后的信息披露和法律声明 2 APPENDIX 1 Summary Investment Highlights: Recently, the Office of the National Health Commission issued the ‘Large Hospital Inspection Work Plan (2023-2026)’. Regular inspections of large hospitals are routine activities conducted by the Commission, with previous plans released for 2010, 2015-2017, and 2019-2022. The 2023 Work Plan covers inspection scope, key points, organization, and requirements. Inspections principally target public hospitals at or above the second level, including Traditional Chinese Medicine hospitals, with private hospitals following suit. Key inspection areas focus on party building, industry conduct, and operational management in public hospitals, encompassing three parts, 15 categories, and 69 items. Organization: The National Health Commission oversees inspections of affiliated hospitals, while provincial health commissions implement a ‘local management, unified organization, tiered responsibility’ approach, planning and executing inspections in stages. Requirements emphasize political positioning, coordinated planning, problem orientation, and comprehensive solutions, with local adaptations for specific work plans to promote orderly and effective inspections. We believe regular large hospital inspections support stable medical operations and long-term healthcare system development. Suggest to pay attention to: Jiangsu Heng Rui Medicine, etc. Risk Warning: Review failure, worsening competitive landscape, valuation volatility. 1 [Table_disclaimer] 附录 APPENDIX 重要信息披露 本研究报告由海通国际分销，海通国际是由海通国际研究有限公司(HTIRL)，Haitong Securities India Private Limited (HSIPL)，Haitong International Japan K.K. (HTIJKK)和海通国际证券有限公司(HTISCL)的证券研究团队所组成的全球品牌，海通国际证券集团(HTISG)各成员分别在其许可的司法管辖区内从事证券活动。 IMPORTANT DISCLOSURES This research report is distributed by Haitong International, a global brand name for the equity research teams of Haitong International Research Limited (“HTIRL”), Haitong Securities India Private Limited (“HSIPL”), Haitong International Japan K.K. (“HTIJKK”), Haitong International Securities Company Limited (“HTISCL”), and any other members within the Haitong International Securities Group of Companies (“HTISG”), each authorized to engage in securities activities