Since the beginning of this year, Internet + agriculture has been surging in the A-share market, and Tencent, Baidu and Alibaba have been deployed. New Hope, Jinzhengda, Barida and other companies have already shown obvious main capital intervention and absorption. In fact, agriculture has always been the object of strong policy support. Under the new normal of the Internet, 100 billion market capitalization enterprises can imagine.
Ma Yun, the representative of the Internet, his every move can always touch the sensitive nerves of the market. In the past year, Ma Yun turned his attention to the Internet medical field. On May 28, 2014, Alibaba Alibao announced a “future hospital plan†to change the current situation of crowded public hospitals, help hospitals improve operational efficiency, and optimize resource allocation. Through this program, patients can complete registration, waiting for payment, payment of inspection reports, and doctor-patient interactions online.
In fact, not only Alibaba has been attracted by Internet medical treatment, but Internet giants such as Tencent, Baidu and Xiaomi have also started to cross the border to play medical care. Now, the Internet is changing the traditional medical industry .
The Internet is permeating the hospital
The rise of the Internet has had a huge impact on traditional industries, and even the traditional medical industry has not been spared.
The medical system has been criticized for a long time, because China implements the mode of doctors practicing and doctors attaching to hospitals to treat patients. In addition, the implementation of the triage and referral system in China is not effective, and the medical experts resources are concentrated in the top three hospitals. It is more critical for patients to choose hospitals than to choose doctors; experts register unreasonable “queuing priority systemâ€, which makes doctors unable to screen suitable patients, waste medical resources is inevitable, and patients with experts are afflicted with diseases. Not necessarily consistent with the professional field that the doctor is good at, "mismatch" leads to poor medical efficiency.
In the future, with the use of mobile phones, computers and other Internet terminals, the traditional medical methods will also change. The public will no longer need to queue up for medical treatment, registration, and payment, and even “seeking medical advice†at home has become a reality.
At present, in major cities such as Beijing, Shanghai, Hangzhou, and Chengdu, more and more public hospitals are using mobile devices such as mobile phones to improve medical efficiency. These changes make patients more convenient from registration, outpatient, examination, surgery, and hospitalization.
According to industry insiders, from the perspective of the trend, the combination of medical and Internet, especially with the mobile Internet, is huge. Everyone has a need for health management. Whether it is for elderly people, children, or patients with chronic diseases or major diseases, real-time monitoring and early warning have a great effect on the control of their diseases.
In 2015, it was the first year of medical reform, and new changes will take place in the medical industry. First of all, on the wearable device, there will be more and more products for research and development and market launching at the health and medical level. Second, as entrepreneurs of medical mobility, there will be more and more in 2015.
Liu Wei, director of investment in Guohai Innovation Capital, pointed out that hospitals will make a process innovation in different modes and different types of medical treatment next year. In 2015, all medical optimization points will be achieved. Second, doctors are a scarce resource. This resource is to be priced by the market. With the liberalization of state policies and the entry of private capital, a so-called 'fair' doctor's core resource price can be slowly formed in 2015. One consequence is that the fluidity of the doctor's core resources is more rapid than before. In 2015, you may see the so-called strong resource mobility of doctors.
Market size will break 10 billion
At present, the popularity of the Internet medical industry can be seen from the rush of capital from various sources. On May 8, 2014, Google Ventures spent $130 million on Flatiron Health, a startup in the home of big data services for the oncology industry, which is by far the largest investment in medical software by Google Ventures. At the Apple Global Developers Conference on June 3, Apple unveiled the Health application known as "Probably the beginning of a health revolution" and HealthKit, a development tool that integrates various health products.
After the domestic capital did not fall, on May 28, 2014, Alibaba Alipay announced the “Future Hospital Planâ€; on September 2, the Internet company, which is positioned as a medical health, announced that it had acquired Tencent’s $70 million. C round investment, once again refresh the amount of financing in the mobile health sector. Another company other than BAT, which has a market capitalization of more than 10 billion US dollars, also announced on September 19 of the same year that it invested 25 million US dollars to strategically invest in iHealth of Jiu'an Medical.
The reason why capital is keen to enter the Internet medical field is its optimistic outlook for the future. "The next Alibaba will be born in the Internet medical field." This is Ma Yun's pre-judgment.
Professional agencies predict that by 2017 the global mobile healthcare market will reach $23 billion. The market space for mobile medical care in China is equally attractive. The number of patients with hypertension is as high as 330 million, and the number of patients with diabetes is 114 million, and the group of chronic diseases is younger. Not only that, China's population is aging, and the current age of 65 years old is 9.5% of the total population. In 2030, the indicator will reach 16.2%. These chronic diseases or aging populations all need to monitor physiological indicators through mobile medical devices . According to the third-party agency Ai Media Consulting, the market size of China Mobile Medical, which is just about to be produced, will reach 2.34 billion yuan this year and will exceed 12.5 billion yuan by the end of 2017.
And in the future, Internet medical care is also a direction that the state supports. From a policy perspective, the state will continue to promote reforms in the fields of medicine and health, and propose to focus on the application of grassroots, new technologies, the emergence of new formats, and the role of market mechanisms. The latest news is that the relevant state ministries and commissions are planning to establish a medical information platform at the national level, and local medical data can be interconnected on the platform.
This means that the market for the Internet medical industry is just getting started!
Listed companies are eyeing this cake
In fact, not only Internet giants play cross-border access to Internet medical care, but also listed companies have been eyeing this cake. Not only traditional medical and medical device companies have begun to develop Internet medical platforms, but medical information software companies have also extended to smart medical care. In the field, listed companies in other fields are also competing for mergers and acquisitions. The capital market is also highly sought after for such companies, and the prices of several related companies have doubled during the year. In the eyes of the industry, Internet medical care is still the biggest outlet in 2015. In 2015, Internet medical care was an industry that must be allocated.
The fund has already begun to lay out in advance, as can be seen from the regular reports of public funds and the annual reports of listed companies. The targets they choose are, first, the transformation of companies in the pharmaceutical or medical distribution sector, followed by medical information services, and finally the companies that embody the personalization of medical services.
Founder Securities Li Dajun is very optimistic about the investment opportunities of Internet medical treatment, and analyzed from four aspects: real growth, policy catalysis, active mergers and acquisitions, BAT entry.
From the perspective of industry fundamentals, Internet medical care is “true growth†and will stand out from many topics. Internet medical care and other Internet penetration are quite different from traditional industries: First, medical service demand is a strong demand that has been verified, and Internet medical care can enable medical services to achieve better configuration across time and space constraints. Secondly, Internet medical care is still in its infancy, and the growth space is still huge compared to the entire medical industry. Third, there are mature cases of leading overseas business models, and Internet medical treatment can achieve real profitability.
From the perspective of policy catalysts: online prescription drugs and doctors' multi-point practice are the biggest policy dividends, opening up the industry's profit margin. 2015 will become the biggest dividend year for the entire Internet medical industry. The introduction of online prescription drug policy will directly affect the direct profit channel of Internet medical enterprises. In the next few years, the space of medical e-commerce will increase by a hundredfold from the billions of dollars. Billion level.
From the perspective of M&A activity, more quality M&A targets will emerge in 2015; BAT entry will intensify industry consolidation, and true growth companies will stand out.
Shen Wan Hongyuan Securities pointed out that the medical and pharmaceutical industry chain is divided into five major links: the front end is pharmaceutical manufacturing and equipment manufacturing, the middle is pharmaceutical circulation, then hospitals and retail pharmacies, then to patients, and finally to medical insurance payers. Corresponding to it is the five main subjects of Internet medical treatment: First, the main part of the wearable device for the manufacturing of medicines and devices, the company has Jiu'an and Baolaite; the second, the pharmaceutical circulation link corresponds to the main body of pharmaceutical e-commerce, and the representative company has Kyushu. Tong, Ali health; third, the hospital and retail pharmacy links correspond to the network hospital and medical information, the representative of the company has Yihua Health, Wanda information; Fourth, the service around the patient is all-round; fifth, the medical insurance payment link Corresponding to the PBM main body of medical insurance control fees, the representative company has Haihong Holdings and Weining Software.
In terms of investment strategy, Shen Wan Hongyuan said that it can refer to four factors: owning core resources (medical or Internet); catering to market demand, meeting just-needed needs; constantly improving business model: outstanding entrepreneurial team.
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