医疗IT订单月度数据跟踪系列政策密集发布，医疗IT建设有望提速

Investment Rating - The report recommends focusing on four listed companies in the medical IT sector: Winning Health Technology Group, B-Soft, Sichuan Jiuyuan Yinhai Software, and Goodwill E-Health Info [2][23]. Core Insights - The medical IT sector is experiencing a surge in demand due to recent policy announcements aimed at enhancing healthcare efficiency and resource sharing [5][23]. - Bid amounts for November showed fluctuations, with Winning Health Technology Group and B-Soft both securing bids of RMB 0.10 billion, while Sichuan Jiuyuan Yinhai Software and Goodwill E-Health Info secured RMB 71.28 million and RMB 47.80 million respectively [3][20]. - Cumulative bid amounts from January to November 2024 for the four companies were RMB 1.11 billion, RMB 0.81 billion, RMB 0.81 billion, and RMB 0.31 billion, reflecting year-on-year growth rates of -21%, 28%, 62%, and -18% respectively [3][20]. Summary by Sections Section 1: Bid Data Analysis - In November, Winning Health Technology Group and B-Soft both had bid amounts of RMB 0.10 billion, with year-on-year growth rates of -51% and 123% respectively [3][20]. - For the cumulative period from January to November 2024, the bid amounts for Winning Health Technology Group, B-Soft, Sichuan Jiuyuan Yinhai Software, and Goodwill E-Health Info were RMB 1.11 billion, RMB 0.81 billion, RMB 0.81 billion, and RMB 0.31 billion, with respective year-on-year growth rates of -21%, 28%, 62%, and -18% [3][20]. Section 2: Policy Developments - The National Health Commission has initiated a pilot program for wholly foreign-owned hospitals in select cities, aiming to enhance domestic healthcare services and attract international medical resources [4][21]. - Guidelines for mutual recognition of test results among medical institutions have been issued, with a target for all secondary and above public hospitals to achieve cross-institutional sharing by the end of 2025 [5][22]. Section 3: Investment Recommendations - The report emphasizes the importance of IT in the medical sector, suggesting that the recent policy developments will accelerate the demand for medical IT solutions [5][23]. - Investors are advised to pay attention to the four listed companies mentioned, as they are well-positioned to benefit from the ongoing changes in the healthcare landscape [2][23].