Vulnerability of the Internet medical market
A small questioning article caused an uproar in just a few hours, and was forwarded and commented by countless industry insiders. This in itself illustrates the fragility and deep powerlessness of the industry. On October 18th, it was a weekend. Everyone was resting on their own, but the old article "On the Fall of Dr. Chun Yu" more than 5 months ago spread quickly on WeChat and Weibo. Most people are very wrong with such an article. Spring rain has not been dumped, and no warning information has been heard. Aside from the so-called conspiracy theory, the rapid spread of this news illustrates how strongly the market is uncertain about Internet medical care . Compared with any traditional industry that the Internet has entered, the controversy caused by the development of Internet medical care and the fierce positions of all parties are rare. The main reason why Internet medical care is difficult to form a market consensus is that it has not been able to form its own development logic. Constrained by the particularity of China's medical system and the distortion of user needs, Internet medical development in China has not formed a business model that can convince the market for several years, and no company has found a source of rapid growth. In a market that is unconventional, Internet medical care is becoming a speech field, and various companies have started the public opinion machine in an attempt to seize the right to speak. Some companies have directly invested in the media, hoping to shake their own flags, and some companies have spared no expense to hire former senior media people to join. Companies want to gain market recognition in a strong media campaign, which can attract the attention of users and investors, regardless of revenue or financing. At present, the main viewpoints in the Internet medical speech field are divided into two parts. On the one hand, it is intended to use the Internet to promote change, and the curve is overtaking. On the other hand, the Internet cannot change the offline services, and at most, it is only the Internet of medical services. Medical institutions provide services. In all fairness, these two kinds of speeches are all extremes, and they do not grasp the essence of the problem. Internet medical care based on the medical service market is only a tool and means to pay the party control fee, and it can neither be the major responsibility of medical reform nor the vassal of the hospital. To develop Internet medical care, we must reverse the current system and let the payers play a strong regulatory role, from the current strength of medical institutions to the strength of the payers. Only by controlling the medical services from the perspective of payment, can the development of Internet medical care be ushered in the spring. If you force the light mode on the line to subvert or change the heavy service under the line, it can only be said that it is a fish! But the three feet of freezing is not a cold day. The distortion of the Chinese medical market is not formed in one day, nor is it one day can be overthrown. Therefore, all parties in the current debate are all shouting slogans. Whether it is theoretical construction ability or analytical debate ability, it seems too pale. Since Chinese education has long neglected logical analysis, it has led to many plausible views and analysis that have also been sought after by the market. On the other hand, Internet medical care is not a market that is everywhere, and the industry is not close to the explosion point. The current upsurge is more fueled by capital. Of course, with the change of policies, there may be breakthroughs at certain points, but the changes in China's overall medical service system will not be transformed overnight, and the opportunities for the overall market have not yet emerged. Compared with foreign capital, China's capital itself is too speculative, which makes it impatience to cultivate the market and industry. The duration of foreign medical funds is generally 7-10 years, while many in China are only 5-7 years, especially some Internet funds only 3-5 years. Capital has a strong withdrawal demand, which leads to short-sighted capital. The short-sightedness of the capital market also limits the development of many models. Many times, everyone hopes to give some companies more time to explore, but capital can't afford it. Therefore, in a market that cannot produce its own blood, the cycle of capital determines the cycle of the market. This is not a wishful thinking. If entrepreneurs continue to burn only money and can't make money, they can only find a round of pick-ups. If no one picks up, it is very dangerous. This is also the core performance of the vulnerability of the entire Internet medical industry . Overall, the development of Internet medical care to this day, the confidence of the overall market has been very scarce, if the market confidence can not be reversed in the short term, the reshuffle of the entire market is inevitable. With the arrival of the cold winter in the macro market, how to tide over the difficulties is the proper meaning of the title. Open source and thrift, first live instead of mass burning, looking for a means of profit rather than a change, low-key and pragmatic rather than high-profile exaggeration is the attitude that entrepreneurs should have. Questioning the past, there will still be in the future, and doubts can not change the ecology of the industry, just as touted. Therefore, the confidence to challenge and reverse the market is not to shout slogans or to get more money, but to find a profit path, this is the best response. 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