消费与医疗周报：2024年度电商保健品市场跟踪

Group 1 - The report highlights that the pharmaceutical index has shown positive returns across six sub-industries, indicating strong performance [2][8] - The e-commerce health supplement market is projected to grow significantly in 2024, particularly in categories related to women's health, children's health, and health products for the elderly, with children's health products showing notably higher GMV growth [2][7] - The dual focus on nutritional supplements and preventive care is driving growth in the health consumption sector, creating a promising growth trajectory for the pharmaceutical and health industries [7] Group 2 - The medical services and medical devices sectors have performed particularly well, with medical services increasing by 7.47% and medical devices by 3.81% during the observed period [8][12] - The report notes that the chemical pharmaceutical sector has the highest valuation at 61.20 times PE-TTM, followed by biological products at 48.72 times [8][12] - The approval of the first domestic transdermal patch for asthma treatment by Beijing Tide Pharmaceutical is expected to alleviate the shortage of asthma medications for children and adults in China, marking a significant development in the pharmaceutical market [14][17] Group 3 - The expansion of the national medical insurance personal account system to 14 provinces allows for cross-province use of personal accounts for medical expenses, enhancing accessibility to healthcare services [18] - The report emphasizes the growing trend of "active health" among consumers, leading to increased demand for health supplements and preventive healthcare products [7][14] - The children's health supplement market is particularly highlighted for its growth potential, driven by a focus on enhancing children's physical health through nutritional components [7][14]