计算机行业点评：DRG/DIP 2.0版改革方案发布，医疗IT需求有望回暖

Investment Rating - The industry investment rating is "Recommended" [6] Core Insights - The DRG/DIP 2.0 reform plan was released on July 23, aiming to enhance the efficiency of medical insurance fund usage through more scientific and precise payment methods, which will stimulate medical institutions to standardize diagnosis and control costs [2][3] - The 2.0 version upgrades the grouping method and enhances statistical accuracy to better adapt to clinical developments, emphasizing the importance of timely management of the DRG/DIP payment system and local parameter configuration [3] - By the end of 2023, the reform has covered over 90% of the coordinated areas nationwide, with 26 provinces fully implementing the new payment method [3] - The 2.0 plan requires that new DRG/DIP payment areas directly use the 2.0 version starting in 2024, while existing areas must prepare for the switch by the end of 2024 [3] - The demand for hospital IT system upgrades is expected to concentrate from the second half of 2024 to 2025, leading to a recovery in the medical IT sector [3] - Key companies to watch in the medical IT sector include Chuangshi Huikang, Weining Health, and Guoxin Health [3]