The mobile healthcare industry is beginning to shift from open to closed, and consumer feedback will be better analyzed and responded.
The core resources of mobile medical care are still offline resources. Traditional medical listed companies are moving from the battle of the entrance platform to strong alliance and cross-border integration.
"The Internet has blown our medical industry people to some direction." Wang Yufei, executive director of the Beijing Health Promotion Association, who was born in the orthopaedic doctor, talked about the mobile medical market when he talked about the growing wave of mobile medical health.
Mobile medical is hot, Alibaba has integrated medical e-commerce business, and injected Tmall's online pharmaceutical business operation right into Ali Health. Internationally, Apple and IBM joined Johnson & Johnson, one of the world's largest medical device manufacturers, and handed Apple Watch health data to doctors. And insurance companies that lay out the medical big data market. Analysts pointed out that traditional medical listed companies are taking a step further from the battle for entry platforms to strong alliances and cross-border integration.
Strong alliance and entrance dispute
“Currently, the leading medical equipment companies have changed from platform-based companies to ecosystem builders. Jiu’an Medical [0.88% Fund Research Report] has cooperated with Xiaomi, and Bao Laite [0.77% Fund Research Report] has cooperated with Ping An Health. The ecosystem.†Haitong Securities [0.81% Fund Research] Wang Wei, a senior analyst in the pharmaceutical industry, said at the Medical Electronics Investment and Financing Conference that this year, more and more leading companies in the medical industry will join the Internet giant.
According to reports, as the first share of domestic wearable medical treatment , Jiu’an Medical announced the launch of its products with Tencent WeChat and JD.com last year, and introduced a $25 million investment in Xiaomi to further promote the sales of iHealth smart products in the domestic market. Bao Laite has also announced that it is safe and healthy with Ping An Group, and jointly develops children's health smart thermometer products by means of dual brands. Lepu Medical [-2.25% fund research report] through the acquisition, in the cardiovascular and cerebrovascular network hospital, vertical e-commerce and patient Internet community three major platform layout, initially built a mobile medical closed-loop business model.
“The mobile healthcare industry is beginning to shift from open-loop to closed-loop, and consumer feedback will be better analyzed and responded.†Wang Wei said that as the platform matures, competition for users, hardware and big data portals will continue. And the leading companies in the import sector have not yet been established. In the same period of mobile medical exhibitions, a number of listed companies exhibited corresponding smart medical equipment hardware and corresponding services, through different ways, to compete for the entrance, accumulate users and corresponding data resources.
Neusoft Xikang, a subsidiary of Neusoft Group, exhibited its health terminals such as watches, electrocardiographs, and body-building machines, as well as health management apps. "We have prepared 300 pieces of information, and we will finish it in a while." Jin Boyan, assistant general manager of Neusoft Xikang, told reporters.
Compared with Neusoft Xikang, exhibiting companies are more directly oriented to the general consumer market. Last year, Tomson, who earned 100 million shares from Tomson Bianjian [1.98% Fund Research Report], exhibited its wearable ECG underwear, smart watches and other products and corresponding service terminals.
Medical resources and abandoned
The data shows that the overall size of China's Internet medical market in 2014 was 11.39 billion yuan, of which mobile medical care reached 3.01 billion yuan, accounting for 26%. With the advent of the explosive development stage of the mobile medical market, it is expected that by 2017, the overall size of China's Internet medical market will reach 36.53 billion yuan, and mobile medical care will exceed 20 billion yuan. Wang Wei pointed out that the core resource of mobile medical care is still offline resources. Traditional medical listed companies have accumulated relevant medical qualifications through years of accumulation, and have obvious advantages, attracting Internet companies to cross-border cooperation.
“When I see these mobile medical hardware at the show, I will go forward and ask, “Is there a medical device qualification?†Wang said that the medical industry has strict professional requirements for equipment, and no qualification is equivalent to “toyâ€. On April 10, the National Health and Family Planning Commission spokesperson Song Shuli said that it would ban Internet medical treatment and can only do health consultation.
Bitai, who is a traditional medical background, said that the product qualification is complete, but the positioning is in health management, not medical diagnosis, and expressed willingness to pay generously for offline medical services. "After all, big hospitals and good doctor resources are fighting for Providing better value-added services is a lasting competitive advantage."
However, how to choose also allows listed companies to rack their brains. Neusoft Xikang, which received 3.7 billion yuan investment from Hongyi Capital and Goldman Sachs last year, has become the largest single financing in the industry, but the company is still losing money and the business model has yet to be verified.
“Our main problem is that offline medical resources are too open.†Jin Baiyan said, “In order to let the service fall, we have established an offline health center, but the cost of integration is too high, and we will gradually adopt cooperation with local medical institutions. Promote and reduce direct sales."
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