BAT Big Three have played cross-border Internet + medical care is still the biggest outlet this year

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 system”, 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. May 8, 2014, Google

Ventures invested $130 million in investing in Flatiron Health, a startup for the big data services tumor medical industry, which is Google so far.

Ventures has the largest investment in medical software. At the Apple Global Developers Conference on June 3, Apple unveiled HealthApp, a development tool that could be called the "Start of the Health Revolution," and 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 Plan”; 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. In addition to BAT, another company with a market capitalization of over US$10 billion announced on September 19 of the same year that it invested US$25 million in a strategic investment 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!

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