The business model and the industry pattern have not yet been clarified, but the concept hype and the fund pursuit are hot. This scene is no stranger to the A-share market: the label on the Internet can raise the price. The last time there was a rise in the online education sector, all the way. It has risen and spawned the controversial "three hundred yuan stocks" all-pass education.
Since the second half of last year, the Internet finance sector has also erupted in the same path. When investors are still vivid about this, the mobile medical sector is coming.
Hype first
When faced with ambiguous profit models and fleeting opportunities, the choices are extremely difficult.
“In 2014, Internet finance companies’ stock prices were still very cheap. After accepting the logic of Internet finance, the market began to start from financial IT and hardware equipment. But when we truly realized the value space of the Internet financial sector, we found all companies this year. From the perspective of industry space, explosive strength and time, the mobile medical services sector is now the same as the early Internet finance.†At the recent Shenwan Hongyuan Investment Strategy Meeting, Wang Ruyuan, Chairman of Hongliu Investment If it is called.
The capital market is not a tribute to the new theme. Shen Haibing, chief computer industry analyst at Galaxy Securities, released a research report this week, saying that the Internet model will extend from the consumer level to the enterprise level, and 2015 will be the mobile medical year; especially optimistic about telemedicine and network hospitals, chronic disease management, medical insurance control Fees and medical e-commerce field.
However, after the skyrocketing online education and Internet finance sectors, the market's response to new themes has been significantly accelerated. As of the close of April 1, smart healthcare has risen 89% during the year, which is in line with the biometrics sector. The top three were Internet finance, smart TV, and online education, which increased by 130%, 102%, and 96% respectively during the year. However, as the stock price of Quantong Education fell, from the recent ten-day increase, the smart healthcare sector overtook the online education sector, which rose more than 20%.
The large-scale entry of industrial capital is also an important driving force for the warming of the mobile medical field. Last week, Baidu reached a strategic cooperation with the medical doctor 160. Earlier, Tencent had completed its investment in mobile medical companies such as Lilac Garden and Registered Network. The investment was in the order of 10 million US dollars. Ali also has strategic cooperation with Weining Software in the field of mobile medical. In the case of A-share listed companies, companies such as Langma Information have also promoted cross-border mergers and acquisitions.
Wang Ruyuan said that mobile medical services are still in the early stage of exploration. Some of the companies claim to be still exploring business models. However, the overall demand for medical health is infinite, and the space for improvement is huge. It is worthy of high attention and digging. It is expected that the market will have the highest recognition for the mobile medical sector next year, "but at that time you may find that such companies have risen several times."
How to land
For the mobile medical cake, the market is so sketched.
The reconstruction model will bring new valuation system and more space to the industry. Zhao Bing, chief analyst of Shanghai Securities and Pharmaceutical Industry, said that the future mobile medical service chain should be a closed ring, and most areas need mobile medical apps as user terminals. Specifically, in the three stages of diagnosis and treatment, diagnosis and treatment, and most of the current treatment, most enterprises choose to carry out services before the diagnosis and treatment, and most of them are light consultation and light health management services. There are fewer services in the treatment and after treatment, and the development potential is huge.
From the perspective of market space, the foreign mobile medical App market is relatively developed. More than 100,000 mobile medical apps have passed the audit, and many have entered the commercialization stage. "But China's mobile medical App market is still in its infancy. Acquiring traffic and cultivating consumer spending habits is a common goal of enterprises, and there are not many applications that can really generate value." Zhao Bing said.
However, in the face of huge market space and hot investment and financing activities, there are also people in the industry who are relatively calm. Weishan Capital Management Partner Fushan said in an interview that the company has done more market and project research for the most popular mobile Internet medical fields in the market, but so far no project investment has been made. In its view, the effective business model of mobile Internet healthcare is worth further exploration.
“The Internet industry is characterized by rapid spread across geographies, decentralized trends, and social media attributes. But medical medicine itself does not have complete consumer attributes, and patients need to be guided by experts, expertise, and professional equipment, and Subject to strict country and regional supervision." Fu Shan said.
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