Detailed explanation: Why is mobile medicine the next blue sea?

Mercom Capital Group recently released its 2014 annual report on financing and mergers and acquisitions in the field of healthcare information technology, covering transactions of all sizes around the world. According to the report, in 2014, the global medical and health information technology venture capital record broke again. The total investment of 4.7 billion US dollars increased by 125% compared with 2013, four times that of three years ago. The average transaction size based on the medical platform has also increased by 43% compared with last year.

From this point of view, 2014 is undoubtedly the year of harvest for mobile medical companies. According to statistics from experts in the investment industry, only 80 well-known financing cases occurred in the industry last year, which is three times the total number of financing cases in this field from 2008 to 2013. BAT’s big investment has been refreshed again and again. A new height in the industry. In such an explosive trend, mobile medical has once again led the new trend of the Internet industry following Internet finance!

Nowadays, the universal characteristics of "Internet +" have been extended to the medical profession. People's demand for medical health is no longer limited to the stage of going to the hospital when they are sick. "Easy registration and consultation at any time and place" is becoming a daily routine. Part of life, and people are more inclined to use mobile terminals to monitor their health status anytime, anywhere. For a time, mobile medical care became a favorite fragrance. Even in the eyes of brokerage researchers, Internet medical care will remain the biggest outlet in 2015, and it is an industry that must be strategically allocated. So what is the fundamental, the industry as a valuable investment theme, what advantages does it have?

First, real growth

From the fundamentals of the industry, the “real growth” of Internet medical care has laid the foundation for it to stand out in the trend of the Internet. It is quite different from other traditional industries in which the Internet penetrates:

First of all, the smart medical project uses information technology to optimize the medical treatment process, and introduces the mobile Internet into registration, diagnosis and treatment, etc., to provide more convenient and efficient services for patients to seek medical treatment and doctor consultation, and to optimize the medical environment while making it span the space-time limit. For better configuration.

Secondly, Internet medical care is currently in its infancy, just breaking the “wall” of public hospitals and allowing the potential of quality medical resources to be further released. However, compared with the trillions of space in the entire medical industry, it is expected that there will be a subversive impact on the traditional medical service model in the later period. In addition, there are mature cases in the leading overseas business model, and real profits have been realized, which fully demonstrates the broad market prospects of Internet medical care.

Second, policy catalysis

On January 12, 2015, the Health Planning Commission issued the “Several Opinions on Advancing and Regulating Physician's Multi-Point Practice”, proposing to promote the rational flow of physicians, relax conditions, simplify registration and approval procedures, explore the implementation of filing management or regional registration, and optimize physicians. Pointing to the practice policy environment has enabled doctors who are the key elements of medical reform to further practise their practice. In May 2014, the State Food and Drug Administration issued the “Internet Food and Drug Administration Supervision and Management Measures (Draft for Comment)”, which is expected to be launched in 2015. The new policy to be implemented in this method includes prescription drugs that can be sold online. Also in May, the State Council issued the "Notice on Printing and Distributing the Key Tasks for Deepening the Reform of the Medical and Health System in 2014", putting the important task of promoting the reform of public hospitals at the forefront, and rigidly stipulated the specific completion time of each task. According to media reports, the public hospital reform in 2015 will focus on big moves. The introduction of this series of policies will fundamentally drive the rapid growth of the fundamentals of the industry and become an important catalyst for the sector.

Third, active mergers and acquisitions

From the perspective of active M&A, one can conclude that there will be more quality M&A targets emerging in 2015. In 2014 and before, Kang Enbei (acquired 30.81% stake in Zhencheng Pharmaceutical), Yihua Real Estate (acquired 20% equity of online medical service provider Youde Medical) and Langma Information (acquired all shares of 39 Health Net) The company has successively acquired Internet medical related businesses, and has produced a number of relatively high quality Internet medical listed companies. In 2015, industry mergers and acquisitions will be more active, and more high-quality Internet medical companies will emerge in the A-share market.

Fourth, BAT enters

BAT and other heavyweight players and capital promotion: BAT, JD, 360, Xiaomi and other large-volume companies quickly entered the mobile medical field with a keen sense of smell, making Internet medical hot, and a large number of entrepreneurs poured into the field; just three months Between the registration network of 100 million US dollars, the clove garden 70 million US dollars, the spring rain doctor 50 million US dollars three financing, triggered the industry's eager attention to Internet medical care, Internet medical field hot money surge, making Internet medical ushered in an explosion.

2014 was the first year of Internet medical outbreaks, and entrepreneurial companies and capital reasonably detonated the Internet medical industry. From the perspective of the development trend of the Internet, the Internet and the mobile Internet are driving the medical industry to be mobile, intelligent and informative. Internet medical care is of great significance for improving the life of the whole people, continuing human life, spreading medical ideas, promoting the development of health undertakings, and changing the future of mankind. As a medical profession professional said: "It is foreseeable that national health and Internet integration will be a natural chapter. The mobile Internet will reconstruct the order of medical services. Traditional medical care will undergo profound changes, and change is only a matter of time!"

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