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There was a thunder on the ground! The news that "from May 1st, zero import tariffs will be implemented on imported anti-cancer drugs" has not yet calmed down the excitement, another piece of good news has been confirmed!
The State Council promotes the development of "Internet medical health"
On April 28, the General Office of the State Council issued the "Opinions on Promoting the Development of " Internet + Medical Health"" and pointed out that medical institutions are encouraged to use the Internet and other information technologies to expand medical service space and content. , to build an integrated online and offline medical service model covering before, during and after diagnosis. Accelerate the realization of upstream and downstream connectivity of medical resources, information exchange and sharing, and efficient business collaboration.
National Internet Medical Policy
What is certain is that the country is serious about developing "Internet medical and health".
Internet medical care is developing rapidly, and the market size is expected to be RMB 200 billion. Wang Feng, an analyst at Huajin Securities, said that my country's Internet medical care is developing rapidly, and it has reached a market size of RMB 10.9 billion in 2016. According to Frost & Sullivan's forecast, the compound annual growth rate of my country's Internet medical care will remain at 33.6% from 2016 to 2026, and will reach a market size of nearly 200 billion yuan in 2026.
At present, my country's Internet medical industry mainly includes online consultation, health management, pharmaceutical B2C business, online advertising and marketing promotion, insurance cooperation and patient guidance, etc. According to a report by Frost & Sullivan, the number of online medical and health consultations in my country increased rapidly from 29.8 million in 2012 to 148.4 million in 2016, with a compound annual growth rate of 49.4%, which is extremely rapid growth.
Frost & Sullivan predicts that the number of online consultations in my country will maintain a compound annual growth rate of 39.8% in the future, reaching 4.2 billion in 2026. As the number of online consultations in our country continues to rise, the penetration rate of online consultations is also increasing year by year. According to a report by Frost & Sullivan, the penetration rate of online consultation in my country was only 0.4% in 2012, and reached 1.8% in 2016. It will continue to rise further in the future, and is expected to reach 29.2% in 2026.
my country’s pharmaceutical B2C channel is an important part of my country’s Internet medical care. According to Frost & Sullivan’s report, the total transaction volume of the pharmaceutical B2C business increased nearly 10 times from 2012 to 2016, with a compound annual growth rate of 77.2%. It reached a level of RMB 20.3 billion in 2016.
With the popularity of online purchasing of health products, the promotion of pharmaceutical companies, the general trend of prescription outflow and the promotion of electronic prescriptions, predicts that my country’s pharmaceutical B2C channel will maintain a high compound annual growth rate of 41.9% in the future and reach 6,723 in 2026 At the level of RMB 100 million, the market space is huge .
Internet medical What are the individual stocks ?
Lepu Medical: company has laid out network hospitals, remote ECG, smart medical care, intelligent medical care, medical consortium and direct OTC in advance. 1) Lay out specialized cardiovascular hospitals, and use Lepu’s telemedicine consultation technology, remote ECG monitoring technology, and smart chronic disease management system to provide online remote consultation and medical guidance, offline physical treatment, out-of-hospital rehabilitation treatment, and home health management models , realizing integrated online and offline medical care.
2) Through mobile medical equipment such as remote dynamic/static ECG early warning machines, 24-hour remote ambulatory blood pressure, and remote blood glucose detectors, it provides 24-hour remote monitoring of blood pressure, blood sugar, heart rate, ECG and other items to surrounding communities and grassroots residents. and health management to reduce the incidence of cardiac crisis events.
3) The company has deployed the AI-ECG artificial intelligence electrocardiogram intelligent analysis system, which has been registered and accepted by the FDA. 4) Cooperate with primary hospitals to build interventional catheterization laboratories. A total of 220 interventional catheterization laboratories have been signed covering 28 provinces and regions across the country, of which a total of 160 interventional catheterization laboratories are in operation in cooperation with primary hospitals.
Aier Ophthalmology: company has laid out mobile medical issues from the following three aspects and has taken concrete actions:
1) Build a unified IT infrastructure system based on "cloud architecture" to form strong IT support for mobile medical care and improve all levels The level of medical technology of the hospital and the service experience of customers from all over the world.At present, the coverage of offline hospital information system (HIS) has been basically achieved;
2) has invested in the development of intelligent ophthalmology equipment, researched and used technologies and means such as telemedicine and mobile Internet to create a new model of eye health O+O services. Currently, it has invested in Hunan Jishi Internet Technology Co., Ltd. to extend the grassroots entrance to mobile medical care;
3) lays out intelligent image recognition, iris recognition, big data, artificial intelligence, smart medical care, Internet of Things and other fields to provide diversified and innovative services. Eye health services. Currently, it has invested in Jingzhijing Technology and Jinhong Technology, developed the "Intelligent Ophthalmology Reading Management System", developed the "AIER AR Glasses Try-On System", invested in Beijing Chunyu Tianxia Technology Co., Ltd., and initiated the establishment of the Chunfeng-AIER Mobile Medical Project fund.
Xinbang Pharmaceutical: relies on the Guizhou Provincial Cancer Hospital and Baiyun Hospital to deploy Zunyi Cloud Hospital, including modules such as user mobile APP, TV consultation, doctor workstation and offline pharmacy reception points. The hospital has established an online clinic in the hospital, arranged for in-hospital doctors to receive medical treatment in the online clinic, and provided a technical interface to the hospital's internal HIS system to provide online registration, payment, report collection and other functions for "Zunyi Cloud Hospital" users. application.
Jiuzhoutong: deploys pharmaceutical e-commerce, and explores Internet medical care with Wuhan Central Hospital, Fujian Mengchao Hepatobiliary Hospital, etc. In 2018, we vigorously promoted the development strategy of "FBBC" and cooperated with companies in the industry such as Internet medical care, big data analysis, artificial intelligence and health insurance to organically integrate related businesses to build a company with Internet technology and information technology support. It is a digital medical and health service platform that combines online and offline medical services, health management, rational drug use review, pharmaceutical e-commerce, health insurance and related services.
Xtron Healthcare: Watson developed by IBM is currently the most mature commercial artificial intelligence system in the field of auxiliary diagnosis and treatment. The company has done a lot of work for the localization of Watson. The operation method is to establish a Watson joint diagnosis center with the hospital. , more than ten have been built so far. The company continues to invest in the field of artificial intelligence, and Watson is expected to resonate with a series of single-disease artificial intelligence applications such as the hand, foot and mouth disease robot currently developed by the company.
Langma Information: The main business development direction of company is "Internet + Medical". Its subsidiary 39 Health Network has long-term and stable cooperative relationships with more than 95% of the country's well-known tertiary hospitals and well-known pharmaceutical companies, thus accumulating a large amount of medical services. Health Information. In addition, the company holds 66% of the shares of Guiyang Sixth Hospital Co., Ltd.
entrepreneurial software: realizes a new healthy city big data + Internet + medical service model, perfecting and integrating resources through Internet applications. Residents can enjoy full-process real-time medical and health services through mobile phones and other terminal devices, including intelligent guidance and appointment registration. , online payment, waiting for diagnosis, push of examination and test results, post-diagnosis follow-up visits, service attitude and quality evaluation, etc., to provide residents with convenient medical assistance, accurate and efficient health management and other services.
Weining Health: Weining Health Technology Group Co., Ltd. was registered and established at the Shanghai Industrial and Commercial Bureau on April 7, 2004. The company specializes in informatization and digitalization in the medical and health field. Its business covers smart hospitals, regional health, primary health, public health, medical insurance, health services and other fields. It is understood that Weining Health currently serves more than 5,000 medical institutions.
In addition, it is recommended to pay attention to other targets that benefit:
1) Chain drugstores that benefit from the outflow of prescriptions , including Yifeng Pharmacy, Dashenlin, Laobaixing, Yixintang, etc.
2) Internet + medical health platform company , including Ping An Good Doctor, Alibaba Health, etc.
3) medical information company , including Weining Software, Neusoft Group , etc.
Disclaimer: The contents and opinions of this article are for reference only and do not constitute any investment advice. Investors should operate at their own risk. For all accurate information about the listed companies involved in this article, please refer to the announcements of the Shanghai and Shenzhen Stock Exchanges. The stock market is risky, so be cautious when entering the market.
