计算机行业行业专题研究：医疗IT订单跟踪：24年1-11月订单表现呈现轻微波动

Industry Investment Rating - The report does not explicitly provide an overall industry investment rating, but it maintains an optimistic outlook on the future demand and order growth for the medical IT sector over the next 3-5 years [5][58] Core Views - The medical IT industry's public order data for January-November 2024 shows slight fluctuations compared to 2023, with a 6% YoY decrease in total order value but a 33.2% YoY increase in order quantity [3][20] - The order structure is dominated by traditional hospital informatization projects (85.5%), followed by electronic medical records/interoperability (8.9%), public health IT (1.0%), and medical insurance IT (4.5%) [4][57] - Leading suppliers in the medical IT market, such as Winning Health, B-soft, Neusoft, and DHC Software, hold a combined market share of 68.6% for all orders and 81.1% for orders over 10 million RMB [5][57] - Future demand is expected to recover further, with continued policy support for medical IT framework and detailed regulations [5][58] Order Data Analysis Cumulative Order Data - Total medical IT order value for January-November 2024 was 5.594 billion RMB, a 6% decrease YoY but a 3.1% compound growth rate compared to 2022 [3][20] - Total order quantity for the same period was 3,584, a 33.2% YoY increase and a 38.2% compound growth rate compared to 2022 [3][20] Monthly Order Data - Monthly order value changes for January-November 2024 showed significant fluctuations, with notable YoY decreases in May (-9.2%), June (-1.8%), July (-38.3%), September (-32.0%), and November (-30.6%) [4][24][25] - The fluctuations are attributed to the high base effect from 2023 when hospitals were recovering from public health impacts [4][24] Regional Order Distribution - The top regions for medical IT investment in January-November 2024 were Jiangsu, Guangdong, and Shandong, while the lowest were Gansu, Hainan, Ningxia, Tibet, and Jilin [39] Large Orders (Over 10 Million RMB) - The total value of large orders in January-November 2024 was 2.074 billion RMB, a 42.1% YoY decrease and a 15.4% compound decline compared to 2022 [42] - The number of large orders decreased by 18.9% YoY to 133, with a 4.4% compound growth rate compared to 2022 [42] Supplier Landscape - In the large order segment (over 10 million RMB), B-soft (20.4%), Wonders Information (15.2%), Neusoft (26.4%), and DHC Software (19.1%) held a combined market share of 81.1% [5][46] - For all orders, Winning Health (24.0%), B-soft (12.7%), Neusoft (20.0%), and DHC Software (11.9%) led with a combined market share of 68.6% [5][46] Future Outlook - The report expects downstream demand to recover further, with continued policy support for medical IT framework and detailed regulations [5][58] - The industry is likely to see increased concentration, with leading suppliers having a clear advantage in future bidding processes [5][57]