摘要
目的分析我国数字健康产业竞争力的现状,为我国数字健康产业的可持续发展提供参考。方法收集上市数字健康相关企业的年报数据,基于现有的企业竞争力测算指标体系,从时间、空间、产业链3个角度,评估2019—2023年我国数字健康产业的发展现状。结果截至2025年3月,检索到我国有6378家数字健康企业,其中有47家上市企业;45.10%的企业分布于北京、广东、江苏、浙江。2019—2023年,我国数字健康企业的市场拓展能力、融资能力、创新能力经历了显著的波动,2023年(11.91%、1.86%、12.41%)均低于2019年(28.44%、9.54%、23.66%)。各地区企业的市场拓展、盈利、融资、创新能力存在差异,部分能力呈差距缩小与整体下滑并存态势;2021年后全产业链能力下滑,各环节及分项能力表现分化且多呈衰退态势。结论我国数字健康上市企业的产业竞争力呈现“先升后降”态势,东部地区较强;产业链的上游企业早期优势明显但近年下滑显著,中游企业波动剧烈,下游企业相对稳健但增长乏力。建议通过加强政策引导、明确市场定位和差异化竞争、促进产学合作、加强产业链协同与融合等措施,促进我国数字健康产业可持续发展。
Objective To analyze the current situation of the competitiveness of China’s digital health industry,and to offer advices for the sustainable development of this industry.Method Based on the existing measurement index system for enterprise competitiveness,the annual reports of listed digital health-related enterprises from 2019 to 2023 were collected to evaluate the current status of China’s digital health industry from perspectives of time,space and industrial chain.Results As of March 2025,it was found that there were 6378 digital health companies in China,of which 47 were listed companies,and 45.10%of the enterprises were distributed in Beijing,Guangdong,Jiangsu,and Zhejiang.From 2019 to 2023,China’s digital health enterprises experienced remarkable fluctuations in their expansion,financing,and innovation capabilities,all of which were lower in 2023(11.91%,1.86%,and 12.41%)than in 2019(28.44%,9.54%,and 23.66%).Regional differences in the capabilities of enterprises in expansion,profitability,financing,and innovation were apparent,and some capabilities showed coexistence of narrowing gaps and overall decline.The capability of the whole industry chain declined after 2021,and the performance of capabilities of each link and sub-item were differentiated and mostly showed a declining trend.Conclusions The industrial competitiveness of China’s digital health listed enterprises shows a trend of“first rising and then falling”,and the eastern region shows stronger competitiveness.The upstream enterprises in the industrial chain have obvious advantages in the early development but have declined sharply in recent years,and the midstream ones fluctuated violently.For the downstream enterprise,they are relatively stable but their growth loses steam.It is suggested to promote the sustainable development of China’s digital health industry by strengthening policy guidance,clarifying market positioning and differentiated competition,enhancing industry-university cooperation,and reinforcing the coordination and integration of the industrial chain.
作者
吴澜涛
邱英鹏
郑秋莹
WU Lantao;QIU Yingpeng;ZHENG Qiuying(School of Management,Beijing University of Chinese Medicine,Beijing 102400,China;China National Health Development Research Center,Beijing 100032,China)
出处
《健康发展与政策研究》
北大核心
2025年第2期142-147,154,共7页
Health Development and Policy Research
基金
北京市产业开发研究院(北京中医药大学)专题研究项目(CYYJY-2024-032)。
关键词
数字健康
产业发展现状
产业竞争力
上市企业
digital health
industrial development status
industrial competitiveness
listed companies
作者简介
吴澜涛,硕士生,主要从事数字健康研究,15900241216@163.com;通信作者:郑秋莹,zhengqy@bucm.edu.cn。
