{"id":7528,"date":"2022-12-11T14:14:23","date_gmt":"2022-12-11T07:14:23","guid":{"rendered":"http:\/\/www.phfm.vn\/?p=7528"},"modified":"2025-01-09T11:04:10","modified_gmt":"2025-01-09T04:04:10","slug":"healthcare-benefit-from-rising-income-and-age","status":"publish","type":"post","link":"https:\/\/www.phfm.vn\/vi\/healthcare-benefit-from-rising-income-and-age\/","title":{"rendered":"NG\u00c0NH CH\u0102M S\u00d3C S\u1ee8C KH\u1eceE \u2013 H\u01af\u1edeNG L\u1ee2I T\u1eea THU NH\u1eacP V\u00c0 TU\u1ed4I"},"content":{"rendered":"

Tri\u1ec3n v\u1ecdng t\u00edch c\u1ef1c<\/span><\/strong><\/h1>\n

V\u1edbi l\u1ee3i th\u1ebf v\u1ec1 nh\u00e2n kh\u1ea9u h\u1ecdc v\u00e0 v\u1edbi k\u1ebf ho\u1ea1ch ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe to\u00e0n d\u00e2n c\u1ee7a Nh\u00e0 N\u01b0\u1edbc, tri\u1ec3n v\u1ecdng th\u1ecb tr\u01b0\u1eddng d\u01b0\u1ee3c ph\u1ea9m v\u00e0 ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe c\u1ee7a Vi\u1ec7t Nam r\u1ea5t kh\u1ea3 quan. <\/strong>N\u0103m 2021, chi ti\u00eau cho ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe c\u1ee7a Vi\u1ec7t Nam l\u00e0 205.6 USD tr\u00ean \u0111\u1ea7u ng\u01b0\u1eddi. Theo Fitch Solutions, con s\u1ed1 d\u1ef1 b\u00e1o v\u00e0o n\u0103m 2026F l\u00e0 289.9 USD tr\u00ean \u0111\u1ea7u ng\u01b0\u1eddi, t\u01b0\u01a1ng \u1ee9ng v\u1edbi t\u1ed1c \u0111\u1ed9 CAGR l\u00e0 7%. Chi ti\u00eau b\u00ecnh qu\u00e2n \u0111\u1ea7u ng\u01b0\u1eddi c\u1ee7a Vi\u1ec7t Nam th\u1ea5p h\u01a1n nhi\u1ec1u so v\u1edbi con s\u1ed1 c\u1ee7a Th\u00e1i Lan v\u00e0 Malaysia. Theo Worldbank, n\u0103m 2019, chi ti\u00eau b\u00ecnh qu\u00e2n \u0111\u1ea7u ng\u01b0\u1eddi c\u1ee7a Th\u00e1i Lan v\u00e0 Malaysia cao h\u01a1n Vi\u1ec7t Nam \u1edf m\u1ee9c 64% v\u00e0 142%. Chi ph\u00ed ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe t\u1ea1i Vi\u1ec7t Nam c\u00f3 d\u01b0 \u0111\u1ecba l\u1edbn \u0111\u1ec3 t\u0103ng tr\u01b0\u1edfng.<\/p>\n

\"\"<\/a><\/p>\n

(Ngu\u1ed3n: World Bank, Fitch Solution, PHFM t\u1ed5ng h\u1ee3p)<\/p>\n

C\u00f3 hai \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng cho l\u0129nh v\u1ef1c ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe t\u1ea1i Vi\u1ec7t Nam: (1) D\u00e2n s\u1ed1 gi\u00e0 v\u00e0 (2) T\u0103ng tr\u01b0\u1edfng GDP b\u00ecnh qu\u00e2n \u0111\u1ea7u ng\u01b0\u1eddi. <\/strong>Vi\u1ec7t Nam \u0111ang c\u00f3 c\u01a1 c\u1ea5u d\u00e2n s\u1ed1 tu\u1ed5i v\u00e0ng. Theo T\u1ed5ng c\u1ee5c Th\u1ed1ng k\u00ea Vi\u1ec7t Nam, \u0111\u1ebfn n\u0103m 2021, Vi\u1ec7t Nam c\u00f3 50.5 tri\u1ec7u d\u00e2n s\u1ed1 trong \u0111\u1ed9 tu\u1ed5i lao \u0111\u1ed9ng, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 51% t\u1ed5ng d\u00e2n s\u1ed1. \u0110i\u1ec1u n\u00e0y c\u0169ng cho th\u1ea5y Vi\u1ec7t Nam s\u1ebd ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi v\u1ea5n \u0111\u1ec1 d\u00e2n s\u1ed1 gi\u00e0 trong nh\u1eefng n\u0103m t\u1edbi. D\u00e2n s\u1ed1 d\u01b0\u1edbi 15 tu\u1ed5i n\u0103m 2000 l\u00e0 31.6% t\u1ed5ng d\u00e2n s\u1ed1 v\u00e0 n\u0103m 2019 l\u00e0 24.3%. Trong khi \u0111\u00f3, d\u00e2n s\u1ed1 tr\u00ean 60 tu\u1ed5i v\u00e0o n\u0103m 2000 l\u00e0 8.2% trong khi con s\u1ed1 n\u00e0y v\u00e0o n\u0103m 2019 l\u00e0 11.9%. Theo Fitch Solution, d\u00e2n s\u1ed1 tr\u00ean 65 (\u0111\u1ed9 tu\u1ed5i kh\u00f4ng c\u00f2n lao \u0111\u1ed9ng) c\u00f3 th\u1ec3 \u0111\u1ea1t 9.8% v\u00e0o n\u0103m 2025F.<\/p>\n

\"\"<\/a><\/p>\n

(Ngu\u1ed3n: GSO, World Bank, Fitch Solution, PHFM t\u1ed5ng h\u1ee3p)<\/p>\n

Thu nh\u1eadp t\u0103ng s\u1ebd l\u00e0m t\u0103ng chi ti\u00eau cho ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe trong t\u01b0\u01a1ng lai. <\/strong>N\u0103m 2021, GDP b\u00ecnh qu\u00e2n \u0111\u1ea7u ng\u01b0\u1eddi l\u00e0 3,694 USD\/ng\u01b0\u1eddi. Theo B\u1ed9 K\u1ebf ho\u1ea1ch Vi\u1ec7t Nam, n\u1ebfu GDP c\u1ee7a Vi\u1ec7t Nam t\u0103ng tr\u01b0\u1edfng b\u00ecnh qu\u00e2n 6.63% trong giai \u0111o\u1ea1n 2021 – 2030, th\u00ec GDP b\u00ecnh qu\u00e2n \u0111\u1ea7u ng\u01b0\u1eddi v\u00e0o n\u0103m 2030F s\u1ebd \u0111\u1ea1t 7000 USD\/ng\u01b0\u1eddi. Chi cho y t\u1ebf n\u0103m 2021 chi\u1ebfm 5.57% t\u1ed5ng GDP. Theo D\u1eef li\u1ec7u c\u1ee7a Ng\u00e2n h\u00e0ng Th\u1ebf gi\u1edbi, n\u0103m 2019, c\u00e1c n\u01b0\u1edbc ph\u00e1t tri\u1ec3n nh\u01b0 H\u00e0n Qu\u1ed1c v\u00e0 Nh\u1eadt B\u1ea3n c\u00f3 m\u1ee9c chi cho ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe 2019 l\u00e0 8.2% v\u00e0 10.7%. Ch\u00fang cao h\u01a1n nhi\u1ec1u so v\u1edbi con s\u1ed1 5.2% c\u1ee7a Vi\u1ec7t Nam v\u00e0o n\u0103m 2019.<\/p>\n

 <\/p>\n

\"\"<\/a><\/p>\n

(Ngu\u1ed3n: WB, MPI, Vietnamnet, Tuoitre, PHFM t\u1ed5ng h\u1ee3p)<\/p>\n

Nh\u1eefng xu h\u01b0\u1edbng ch\u00ednh c\u1ee7a ng\u00e0nh d\u01b0\u1ee3c v\u00e0 ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe t\u1ea1i Vi\u1ec7t Nam<\/strong><\/span><\/h1>\n

Ch\u00ednh ph\u1ee7 \u0111\u1eb7t m\u1ee5c ti\u00eau t\u1ef7 tr\u1ecdng s\u1ea3n xu\u1ea5t d\u01b0\u1ee3c ph\u1ea9m trong n\u01b0\u1edbc l\u00e0 80%. <\/strong>Trung b\u00ecnh h\u00e0ng n\u0103m, kho\u1ea3ng 55% thu\u1ed1c t\u1ea1i Vi\u1ec7t Nam \u0111\u01b0\u1ee3c nh\u1eadp kh\u1ea9u do hai nguy\u00ean nh\u00e2n: (1) thi\u1ebfu n\u0103ng l\u1ef1c nghi\u00ean c\u1ee9u v\u00e0 ph\u00e1t tri\u1ec3n c\u1ee7a c\u00e1c c\u00f4ng ty trong n\u01b0\u1edbc v\u00e0 (2) ph\u1ee5 thu\u1ed9c v\u00e0o nguy\u00ean li\u1ec7u nh\u1eadp kh\u1ea9u. Vi\u1ec7t Nam nh\u1eadp kh\u1ea9u kho\u1ea3ng 90% ho\u1ea1t ch\u1ea5t d\u01b0\u1ee3c li\u1ec7u \u0111\u1ec3 s\u1ea3n xu\u1ea5t thu\u1ed1c. Do \u0111\u00f3, \u0111\u1ec3 t\u0103ng t\u00ednh \u0111\u1ed9c l\u1eadp c\u1ee7a vi\u1ec7c s\u1ea3n xu\u1ea5t thu\u1ed1c, ch\u00ednh ph\u1ee7 h\u1ed7 tr\u1ee3 vi\u1ec7c n\u1ed9i \u0111\u1ecba h\u00f3a s\u1ea3n xu\u1ea5t thu\u1ed1c. C\u00e1c c\u00f4ng ty d\u01b0\u1ee3c ph\u1ea9m trong n\u01b0\u1edbc l\u00e0 m\u1ee5c ti\u00eau ti\u1ec1m n\u0103ng cho c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 chi\u1ebfn l\u01b0\u1ee3c n\u01b0\u1edbc ngo\u00e0i mu\u1ed1n ti\u1ebfp c\u1eadn th\u1ecb tr\u01b0\u1eddng n\u1ed9i \u0111\u1ecba nhanh ch\u00f3ng th\u00f4ng qua h\u1ec7 th\u1ed1ng s\u1ea3n xu\u1ea5t v\u00e0 ph\u00e2n ph\u1ed1i hi\u1ec7n c\u00f3. K\u1ec3 t\u1eeb n\u0103m 2008, nhi\u1ec1u giao d\u1ecbch M&A \u0111\u00e1ng ch\u00fa \u00fd gi\u1eefa c\u00e1c t\u1eadp \u0111o\u00e0n qu\u1ed1c t\u1ebf v\u00e0 c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t thu\u1ed1c trong n\u01b0\u1edbc \u0111\u00e3 di\u1ec5n ra th\u00e0nh c\u00f4ng.<\/p>\n

\"\"<\/a><\/p>\n

H\u00ecnh \u1ea3nh: C\u00e1c th\u01b0\u01a1ng v\u1ee5 M&A th\u00e0nh c\u00f4ng<\/p>\n

\"\"<\/a><\/p>\n

(Ngu\u1ed3n:\u00a0 Fitch Solution, PHFM t\u1ed5ng h\u1ee3p)<\/p>\n

Ngo\u00e0i ra, chi ti\u00eau cho ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe c\u1ed9ng \u0111\u1ed3ng \u0111\u01b0\u1ee3c t\u00e0i tr\u1ee3 b\u1edfi ng\u00e2n s\u00e1ch gi\u1edbi h\u1ea1n c\u1ee7a Nh\u00e0 N\u01b0\u1edbc. S\u1ed1 l\u01b0\u1ee3ng b\u1ec7nh vi\u1ec7n Nh\u00e0 N\u01b0\u1edbc l\u1edbn h\u01a1n s\u1ed1 b\u1ec7nh vi\u1ec7n t\u01b0 nh\u00e2n v\u00e0 h\u1ea7u h\u1ebft c\u00e1c b\u1ec7nh vi\u1ec7n Nh\u00e0 N\u01b0\u1edbc \u0111\u01b0\u1ee3c t\u00e0i tr\u1ee3 b\u1edfi Ch\u00ednh Ph\u1ee7.<\/strong> Vi\u1ec7t Nam c\u00f3 kho\u1ea3ng 1,451 b\u1ec7nh vi\u1ec7n nh\u00e0 n\u01b0\u1edbc \u0111\u01b0\u1ee3c chia th\u00e0nh c\u00e1c c\u1ea5p: Trung \u01b0\u01a1ng, t\u1ec9nh, c\u1ed9ng \u0111\u1ed3ng v\u00e0 khu c\u00f4ng nghi\u1ec7p. S\u1ed1 b\u1ec7nh vi\u1ec7n t\u01b0 nh\u00e2n l\u00e0 219 b\u1ec7nh vi\u1ec7n. C\u00e1c b\u1ec7nh vi\u1ec7n tuy\u1ebfn t\u1ec9nh kh\u00f4ng c\u00f3 c\u01a1 s\u1edf v\u1eadt ch\u1ea5t v\u00e0 trang thi\u1ebft b\u1ecb hi\u1ec7n \u0111\u1ea1i v\u00ec ng\u00e2n s\u00e1ch h\u1ea1n h\u1eb9p. Do \u0111\u00f3, ch\u1ea5t l\u01b0\u1ee3ng d\u1ecbch v\u1ee5 c\u1ee7a c\u00e1c b\u1ec7nh vi\u1ec7n n\u00e0y ch\u01b0a \u0111\u00e1p \u1ee9ng \u0111\u01b0\u1ee3c \u0111\u1ee7 nhu c\u1ea7u c\u1ee7a ng\u01b0\u1eddi b\u1ec7nh.<\/p>\n

\"\"<\/a><\/p>\n

(Ngu\u1ed3n: C\u1ee5c Qu\u1ea3n l\u00fd Kh\u00e1m Ch\u1eefa B\u1ec7nh, VTV)<\/p>\n

T\u0103ng tr\u01b0\u1edfng kinh t\u1ebf v\u00e0 thay \u0111\u1ed5i nh\u00e2n kh\u1ea9u h\u1ecdc \u1edf Vi\u1ec7t Nam \u0111ang th\u00fac \u0111\u1ea9y nhu c\u1ea7u ng\u00e0y c\u00e0ng t\u0103ng \u0111\u1ed1i v\u1edbi c\u00e1c d\u1ecbch v\u1ee5 ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe, kh\u00f4ng ch\u1ec9 \u1edf hai trung t\u00e2m kinh t\u1ebf l\u1edbn – H\u00e0 N\u1ed9i v\u00e0 Th\u00e0nh ph\u1ed1 H\u1ed3 Ch\u00ed Minh – m\u00e0 c\u00f2n \u1edf m\u1ed9t s\u1ed1 t\u1ec9nh v\u00e0 th\u00e0nh ph\u1ed1 l\u00e2n c\u1eadn<\/strong>. C\u00f3 th\u1ec3 k\u1ec3 \u0111\u1ebfn nh\u1eefng v\u00ed d\u1ee5 nh\u01b0, t\u1ea1i B\u00ecnh D\u01b0\u01a1ng v\u00e0 \u0110\u1ed3ng Nai (Mi\u1ec1n Nam) c\u00f3 B\u1ec7nh vi\u1ec7n Qu\u1ed1c t\u1ebf Becamex, B\u1ec7nh vi\u1ec7n H\u1ea1nh Ph\u00fac v\u00e0 B\u1ec7nh vi\u1ec7n Shing Mark. T\u1ea1i Th\u00e1i Nguy\u00ean (Mi\u1ec1n B\u1eafc Vi\u1ec7t Nam) c\u00f3 B\u1ec7nh vi\u1ec7n Th\u00e1i Nguy\u00ean (M\u00e3 CK: TNH).<\/p>\n

D\u00f9 \u1edf Vi\u1ec7t Nam, b\u1ec7nh vi\u1ec7n l\u00e0 k\u00eanh ph\u00e2n ph\u1ed1i thu\u1ed1c ch\u1ee7 y\u1ebfu, nh\u01b0ng c\u00e1c c\u1eeda h\u00e0ng d\u01b0\u1ee3c ph\u1ea9m \u0111ang c\u00f3 giai \u0111o\u1ea1n ph\u00e1t tri\u1ec3n nhanh ch\u00f3ng. <\/strong>K\u00eanh b\u1ec7nh vi\u1ec7n chi\u1ebfm 74% t\u1ed5ng doanh thu. C\u00f2n l\u1ea1i l\u00e0 c\u00e1c c\u1eeda h\u00e0ng d\u01b0\u1ee3c ph\u1ea9m. C\u00e1c chu\u1ed7i hi\u1ec7u thu\u1ed1c l\u1edbn tr\u00ean to\u00e0n qu\u1ed1c nhanh ch\u00f3ng m\u1edf c\u00e1c c\u1eeda h\u00e0ng m\u1edbi \u0111\u1ec3 chi\u1ebfm th\u00eam th\u1ecb ph\u1ea7n th\u00f4ng qua c\u00e1c k\u1ebf ho\u1ea1ch m\u1edf r\u1ed9ng t\u00edch c\u1ef1c. Khi quy m\u00f4 c\u1ee7a c\u00e1c chu\u1ed7i to\u00e0n qu\u1ed1c n\u00e0y \u0111\u1ee7 l\u1edbn, kh\u1ea3 n\u0103ng th\u01b0\u01a1ng l\u01b0\u1ee3ng c\u1ee7a h\u1ecd v\u1edbi c\u00e1c nh\u00e0 cung c\u1ea5p s\u1ebd t\u1ed1t h\u01a1n, do \u0111\u00f3 s\u1ebd cho ph\u00e9p h\u1ecd th\u01b0\u01a1ng l\u01b0\u1ee3ng gi\u00e1 mua c\u00f3 l\u1ee3i cho doanh nghi\u1ec7p h\u01a1n. Doanh thu tr\u00ean m\u1ed7i c\u1eeda h\u00e0ng c\u1ee7a Chu\u1ed7i Long Ch\u00e2u (FPT Retail – FRT) n\u0103m 2021 \u01b0\u1edbc \u0111\u1ea1t 13.3 t\u1ef7 \u0111\u1ed3ng (+ 50% YoY) v\u00e0 chu\u1ed7i Pharmacity \u01b0\u1edbc \u0111\u1ea1t 5.5 t\u1ef7 \u0111\u1ed3ng (+ 10% YoY). C\u00e1c c\u1eeda h\u00e0ng d\u01b0\u1ee3c ph\u1ea9m hi\u1ec7n \u0111\u1ea1i s\u1ebd c\u1ea1nh tranh v\u1edbi c\u00e1c c\u1eeda h\u00e0ng b\u00e1n l\u1ebb khi gi\u00e1 thu\u1ed1c v\u1eabn l\u00e0 y\u1ebfu t\u1ed1 \u1ea3nh h\u01b0\u1edfng nhi\u1ec1u nh\u1ea5t \u0111\u1ebfn quy\u1ebft \u0111\u1ecbnh mua h\u00e0ng c\u1ee7a h\u1ecd (kh\u1ea3o s\u00e1t c\u1ee7a YouNet). Tuy nhi\u00ean, trong t\u01b0\u01a1ng lai, khi thu nh\u1eadp t\u0103ng l\u00ean, c\u00e1c y\u1ebfu t\u1ed1 nh\u01b0 ch\u1ea5t l\u01b0\u1ee3ng d\u1ecbch v\u1ee5, kh\u1ea3 n\u0103ng t\u01b0 v\u1ea5n y t\u1ebf, s\u1ef1 \u0111a d\u1ea1ng c\u1ee7a s\u1ea3n ph\u1ea9m v\u00e0 c\u00e1c ch\u01b0\u01a1ng tr\u00ecnh kh\u00e1ch h\u00e0ng th\u00e2n thi\u1ebft s\u1ebd ng\u00e0y c\u00e0ng tr\u1edf n\u00ean quan tr\u1ecdng v\u00e0 h\u1ed7 tr\u1ee3 s\u1ef1 ph\u00e1t tri\u1ec3n c\u1ee7a c\u00e1c chu\u1ed7i tr\u00ean to\u00e0n qu\u1ed1c.<\/p>\n

\"\"<\/a><\/p>\n

(Ngu\u1ed3n: Pharmacity, FRT, MWG, VCSC, PHFM t\u1ed5ng h\u1ee3p)<\/p>","protected":false},"excerpt":{"rendered":"

Tri\u1ec3n v\u1ecdng t\u00edch c\u1ef1c V\u1edbi l\u1ee3i th\u1ebf v\u1ec1 nh\u00e2n kh\u1ea9u h\u1ecdc v\u00e0 v\u1edbi k\u1ebf ho\u1ea1ch ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe to\u00e0n d\u00e2n c\u1ee7a Nh\u00e0 N\u01b0\u1edbc, tri\u1ec3n v\u1ecdng th\u1ecb tr\u01b0\u1eddng d\u01b0\u1ee3c ph\u1ea9m v\u00e0 ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe c\u1ee7a Vi\u1ec7t Nam r\u1ea5t kh\u1ea3 quan. N\u0103m 2021, chi ti\u00eau cho ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe c\u1ee7a Vi\u1ec7t Nam l\u00e0 205.6…<\/p>\n","protected":false},"author":3,"featured_media":7536,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[103],"tags":[],"_links":{"self":[{"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/posts\/7528"}],"collection":[{"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/comments?post=7528"}],"version-history":[{"count":8,"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/posts\/7528\/revisions"}],"predecessor-version":[{"id":12431,"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/posts\/7528\/revisions\/12431"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/media\/7536"}],"wp:attachment":[{"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/media?parent=7528"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/categories?post=7528"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/tags?post=7528"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}