Since the beginning of this year, the mobile medical industry has been quite uneven, sometimes it has been raging, and sometimes it has been raging, but this is indeed a normal phenomenon in the second half. In fact, the industry itself is still following its own internal development rules, and it is more people's hearts. However, as the industry battles gradually become hot, some very interesting and cruel things have surfaced. After writing a macro review, today may focus on the highest valuation project in the industry that I have rarely mentioned before. Doctors, because it is meaningless to evade key companies to talk about the industry.
After Baidu’s injury, the group will start to accelerate the industry changes!
There have been a lot of black swan events since last year, the most important of which is Baidu’s series of changes after the injury and the Wei Zexi incident. First of all, in terms of industry status, China's largest mobile medical company has always been Baidu, this annual income of more than 20 billion real money, control the first channel of medical distribution distribution, because Baidu is acting as agent, there is still The size of other intermediary markets in the upper industrial chain is about 40 billion. Then limited by 30% and some avoidance regulations, even if the number of suppliers is reduced, some unit prices can be raised, but still can not make up for the loss of a large part of this market share.
Then, will the demand for information on the people seeking medical advice be reduced? Not only will it not be less, but I think that demand will only continue to rise, so where will this share go? Obviously, leading companies in the mobile medical field, as well as WeChat, Weibo and some vertical subdivision medical apps will benefit and form a more complicated situation.
Observed, the most beneficial should be safe and good doctors, good doctors, micro-medicine and spring rain, especially the good doctor, is the first to suffer (because there is a large amount of medical traffic from Baidu) after the substantial benefit. The model of a good doctor is quite special. The self-employed full-time doctor team provides a free online consultation, Baidu changes, accelerates the formation of the portal status of the consultation, and the business begins to show the characteristics of “platformizationâ€, offline medical and health services. Suppliers, from basic medical services to consumer medical services and health management services.
Because some of the business relies heavily on Baidu, it will be more injured. Therefore, this secondary distribution and derivative business needs to streamline costs, but other independent businesses will potentially benefit, and the overall balance is roughly balanced, but the business growth rate will be less than others. A large amount of opponents. The impact on “quickly asking doctors†is limited, but some medical e-commerce associations benefit from being a new search portal. Therefore, controlling the traffic portal is one of the clear mobile medical business models. This industry will change greatly, and Baidu also The industry layout and investment layout will be re-established, and with the advantages of its technology and knowledge base, a new system will be built. Other technology companies from across the industry will also be eyeing, such as Jingdong, Sogou and 360, plus the old Tencent and the fast-rising Weibo continue to increase investment, more interesting.
The oligarchs in various fields have gradually formed, and the value of independent media has fallen sharply!
Whether it is the spring rain of doctors and patients, good doctor, micro doctor and safe doctor, or HIS manufacturer and doctor at the hospital end, Huakang, Zhuo Jian; or doctor's clove garden, doctor pulse, apricot forest, almond, doctor In the fields of the library and the medical profession, there has been a phenomenon in which the market share is continuously concentrated and a large number of small and medium-sized companies are apoptotic.
As a result, the variety of voices in the market began to decrease, and the topic became colder. The value of over-professional independent media in a large number of industries fell sharply, including the comparatively commercialized industry analysis report of Analysys. There are not many people, others are diversified, or they are transforming FA or going to traditional business. Some mobile medical entrepreneurial competitions are getting smaller and smaller, and they have been carefully looked at. Most of them are a mess of projects. There are still a lot of old faces going back and forth. When there is nothing to say, they must move out. Data, precision medicine or artificial intelligence make the final business model.
In fact, as early as 2015, there have been almost no large-volume companies in the industry. The only exception may be the “professional doctorsâ€, which of course has been full of controversy. It’s hard to get out of the cold, and it’s two points. So many entrepreneurs and investors are going to see the so-called “severe verticalâ€.
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