Year-end inventory | Demand explosion driven by epidemic Internet medical empowerment segmentation_services



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Original title: Year-end inventory | Outbreak-Driven Demand Explosion Internet Medical Empowerment Segmentation

China Business Daily / China Business Network (reporter Jie Yuxing) 2020 can be called the “first year” of the Internet medical outbreak. During the new corona pneumonia epidemic, the demand for medical treatment over the Internet has exploded. Supported by a number of policies, Internet medical treatment has accelerated and is empowering more subdivisions.

Internet medical lawsuit exploded

The new corona pneumonia outbreak earlier this year has had a major impact on people’s lives, but it has ushered in the “spring” of the Internet medical services market. Relying on the advantages of lack of contact, quick response, and advancement in geographic space, the Internet medical platform was quickly accepted by the market.

According to the “China Internet Medical Analysis 2020 Annual Report” released by the national big data analytics company Analysys, the Internet medical market will reach 200 billion yuan this year, with a market growth of 46.7% , reaching the highest growth rate since 2015.

Demand for the Internet’s leading medical platform explodes. Public data shows that from January 20 to February 10, the number of visits to the Ping An Good Doctor platform reached 1.11 billion, the number of new registered users of the application multiplied by 10, and the average number of new users of the application for daily consultations was nine times higher than normal. In the first half of this year, Ping An Good Doctor’s core business online medical services increased 106.8% year-on-year, with revenue of 695 million yuan.

In addition, the number of online inquiries from Alibaba Health and JD Health also increased significantly.

It is worth noting that JD Health was listed on the main board of the Hong Kong Stock Exchange on December 8. Its prospectus revealed that JD Health’s total revenue in the first three quarters of this year was 13.2 billion yuan, an increase of 77.1% year-on-year. In the 12 months ending September 30 of this year, JD Health has 80 million active users annually. On December 23, the total market value of JD Health exceeded HK $ 600 billion for the first time.

Policies are good for internet health care

The intensive introduction of policies has created a good environment for the development of health care on the Internet. According to incomplete statistics from China Business Daily reporters, since this year, the National Health Insurance Bureau, the National Health Commission, the National Development and Reform Commission and other departments have issued more than a dozen documents to support the development health care on the Internet, including building smart hospitals, including Internet medical services in health insurance reimbursement, and the Internet. The specific content of various aspects such as the sale of prescription drugs.

Among them, the “Guiding Opinions on promoting the development of” Internet + “health insurance services during the period of prevention and control of the new coronary pneumonia epidemic” and the “Opinions on deepening the reform of the security system medical “issued by the relevant departments in March this year clearly mentioned that they support the Innovative development of service models as a” green light “for Internet medical institutions to issue electronic prescriptions, diagnosis and treatment fees and direct online settlement health insurance.

On April 7, the China National Development and Reform Commission and the Central Administration of Cyberspace issued the “Implementation Plan to Promote Action” Using Data to Increase Wisdom in the Clouds “to Cultivate New Economic Development,” in which it was mentioned for the first time at the national level that Internet medical services can be diagnosed and included in health insurance first. .

After the aforementioned policies were published, major research institutions published research reports one after another, expressing optimism about the development prospects of national Internet medical services. Citi believes that Internet medical services can provide patients with remote services and improve the efficiency of China’s medical industry. Online medical consultation and online drug sales will be more common.

Internet Medical Empowerment Segments

After the restoration of offline medical services, how to maintain high user activity and retention is a challenge facing today’s Internet medical platforms. A China Business Daily reporter noted that this year, the giants of Internet medical platforms are “guarding the horses and shutting down the land” in subdivisions and launching specialized medical services.

Among them, Ali Health and Dingdang Kuaiyao chose to cooperate with multinational pharmaceutical companies. In September this year, Alibaba Health and the biomedical multinational Utimes announced the signing of a strategic cooperation agreement. The cooperation is trying to realize the “all-in-one cloud diagnosis, treatment and medication” for epilepsy patients, opening up the complete disease management from initial diagnosis, follow-up diagnosis to dispensing, medication and daily care, and improving the patient experience.

Dingdang Kuaiyao has entered into a cooperation with multinational pharmaceutical company Alfa Sigma to build a specialized online diarrhea service.

JD Health and Ping An Good Doctor decided to cooperate with the doctors. In September this year, JD Health’s foot and ankle medicine specialist went online, and Professor Zhang Jianzhong, director of the Center for Foot and Ankle Surgery at Beijing Tongren Hospital, Capital Medical University, was appointed director. from JD Healthy Foot and Ankle Medicine.

Ping An Good Doctor launched a famous medical study. In August this year, 15 experts, including Cheng Biao, Chief Physician of the Department of Orthopedics and Joint Surgery at Tongji University Tenth People’s Hospital, became the first group of famous medical partners of Ping An Good Doctors. Fang Weihao, Acting Chairman and CEO of Ping An Good Doctor, said that the platform will adopt a “dual doctor” model, meaning full-time doctors on the platform will help famous doctors complete pre-diagnosis preparations. and post-diagnosis follow-up visits, respond quickly to patient inquiries, and double the number of known physicians. Diagnostic efficiency.

In this regard, Lin Xiaofang, an expert in the pharmaceutical industry, told China Business Daily that Ali Health and Dingdang Kuaiyao are good at e-commerce pharmaceutical sales, and cooperation with multinational pharmaceutical companies can expand the influence of the platform; JD Health and Ping An Good Doctor pay more attention to online consultations. The daily management of health and other services requires the incorporation of more quality doctors. Each platform expands specialized services based on its own advantages, focuses on subdivisions, and performs differentiated competition. However, the current oversight of medical quality, protecting user privacy, and how to build a mature and comprehensive earnings model are challenges facing the industry.

Explosion of demand, political support, after the new corona pneumonia epidemic, the Internet medical industry has ushered in a bright future, or will enter a new stage of rapid development. But the future development of the industry still has a long way to go.Return to Sohu to see more

Editor:

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