Goldman Sachs: The rise of the "silver-haired group" drives growth in high-end out-of-pocket treatment projects, focusing on the main stocks that benefit from this trend
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Goldman Sachs released a research report indicating that between 2024 and 2035, the healthcare spending of individuals aged 50 and above with a net worth exceeding 3 million RMB will significantly increase, with a compound annual growth rate of 14%/19%/9% (baseline/optimistic/pessimistic scenarios). The out-of-pocket medical expenses of this group will drive the growth of high-end treatment projects, particularly high-end dental implants and cataract surgeries. Recommended beneficiary stocks by Goldman Sachs include Aier, IM Motors, and Bright Eye Hospital Group
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