Jan 27 (Reuters) - UnitedHealth (UNH) on Tuesday forecast 2026 adjusted profit slightly above analysts' estimates, in a sign that medical cost-control measures under CEO Stephen ​Hemsley were beginning to reap results. Hemsley, who returned as CEO in May to restore ‌investor and consumer trust in the healthcare behemoth, has been working to steer the company out of a ‌difficult period that included the murder of a top executive, a surge in medical costs, a federal probe, and Americans' anger at insurance ...

医疗保健行业现状 - 医疗保健行业今年面临巨大抛售压力 主要由于医疗成本上升 尤其是联邦医疗保险和医疗补助系统[1] - 该行业成为政治争议焦点 当前政府试图削减相关成本和支出[1] 重点公司表现 - 信诺集团(CI)股价年内下跌18% 联合健康(UNH)下跌14% 均跑输标普500指数同期4%的涨幅[1] - 信诺集团2023年Q3营收490亿美元 同比增长8% 但医疗成本比率上升至83 2%[1] 行业财务数据 - 行业整体医疗成本同比上涨6 7% 显著高于过去五年平均4 3%的涨幅[1] - 联邦医疗保险支出达8290亿美元 占联邦预算的14 7%[1] 政策影响 - 拜登政府计划在未来十年削减医疗保健支出3500亿美元[1] - 药品定价改革法案导致行业利润承压 预计影响药企收入120亿美元/年[1] 行业结构变化 - 医疗保险公司开始转向价值导向型护理模式 该模式占比从2015年的30%提升至2023年的58%[1] - 行业整合加速 2023年并购交易额达1560亿美元 创历史新高[1]