Potloc & Stax：2025医疗领域投资白皮书：私募股权投资者调研（英文版）（20页）.pdf

1、Investing in Healthcare 2025Stax PE Investor SurveySTAX WHITEPAPER 2025TABLE OF CONTENTSIntroductionKey Takeaways Sample&MethodologyInvestor Sentiment Tariff Impact on 2025 Outlook Thematic Areas of FocusHospital Facilities and Hospital Operations TechnologyHealthcare Services Pharma Tech and Outsou

2、rced Services AI in Healthcare Investment Stax Healthcare Team 0304050609121314151618INTRODUCTIONThe healthcare private equity investment landscape in 2025 is expected to be shaped by a mix of optimism and caution.Even with tariff-related uncertainty and a challenging macroeconomic,investor sentimen

3、t has strengthened since the start of the year,with many expecting steady or increased deal activity.A combination of attractive assets coming to market,record-long hold periods,and pressure from LPs is driving expectations for greater capital deployment.At the same time,tariffs,shifting reimburseme

4、nt dynamics,and operational challenges are prompting investors to adopt a more rigorous and data-driven diligence approach.Within this environment,thematic focus areas such as healthcare facilities,hospital operations software,and non-physician services are drawing significant attention,with AI incr

5、easingly viewed as an important influence on investment opportunities.INVESTING IN HEALTHCARE 2025:STAX PRIVATE EQUITY INVESTOR SURVEYKEY TAKEAWAYS FROM STAX 2025 HEALTHCARE PE INVESTOR SURVEY Nearly 80%of surveyed healthcare-focused PE investors remain optimistic about healthcare deal flow for the

6、remainder of 2025,despite an environment of tariff uncertainty.Investor optimism for increased deal activity stems from expectations of attractive assets coming to market,coupled with record long hold periods forcing new assets in-market.On average,investors anticipate deploying about 6%more capital