Medical cross-border, big business cold-proof method

2018 is called the capital winter in the industry, and even more is likened to the dark moment. In such a turbulent moment, the medical industry that has been tepid is in this "cold winter", able to be the major enterprises. The Lord brought a warm dawn.

With the advent of China's aging society, people's demand for the medical industry is growing, the requirements for medical standards are increasing, and with the development of national strategic policies, all parties have provided the “everyday and place to benefit”. efficacy.

At present, China's aging process is accelerating. Official data as of the end of 2017 shows that the elderly population has reached 240 million, accounting for 17.3% of the total population. Not only that, but China has 83 million disabled people and more than 300 million slow-sick patients, so the demand for the medical industry is more diversified and refined.

In this context, all the heroes are optimistic about the good prospects of the medical industry, so they have carried out the "big cross-border" layout. With their strong financial strength in their respective fields, the current investment in the medical field is not a coincidence, but the general trend.

The nature of capital is profit-seeking. Which industry has high profits, capital will be swept by the wind and quickly turn to this industry. Now, the medical industry is ushered in a period of profit growth, and major corporate giants have also entered the medical industry across the border, bringing fresh blood to the long-term development of the medical industry.

However, the medical industry needs to comply with a large number of laws and regulations and negotiate with established participants. Newcomers to the industry may bring creative solutions to old problems, but they may also be trapped in the complexity of the industry and eventually become shattered.

Hot industry

All the capitals are eager to embrace the health industry and have the background of national policy planning. In particular, in 2015, the blueprint for the development of the medical and health industry during the '13th Five-Year Plan period has been clarified at the national level, and according to the requirements of the State Council documents, by 2020, health The total scale of the service industry should reach more than 8 trillion yuan, which has become an important force for promoting sustainable economic and social development.

Listed companies have already had certain development expectations for this layout, and listed companies have been keen on cross-border investment and mergers and acquisitions. Most of them are involved in the hot industry that is highly sought after by the capital market. The medical health industry is no exception.

Typical, such as Jiangsu Sanyou (002044.SZ, has now changed its name to the US health), after the disclosure of the US health care price of 5.5 billion yuan backdoor listing, the stock price from the 8.3 yuan / share before the suspension, up to 65 yuan / Shares, during which there were 15 consecutive daily limit boards.

The company plans to acquire an 80% stake in Boya Stem Cells through a cash of 1.66 billion yuan, thereby forming a new day Hengli (600165.SH) in the metal products industry and biotechnology medical industry. The stock price is also 9 daily limit.

The pharmaceutical machinery enterprises are represented by Kangmei Pharmaceutical, Lepu Medical, Yangpu Medical, etc. The logic of their layout of medical services is to extend along the pharmaceutical industry chain, and the medical/device business enters medical services, which has abundant medical resources. And the funds have settled, so the stage of progress has been quite good.

Insurance companies intervene in medical services through investment, acquisition, and new construction. They hope to accumulate experience in exploring managed health insurance. The representatives are Taikang, Sunshine, and Ping An. For example, in June 2017, Taikang Insurance Group’s top three hospitals, Taikang Xianlin Drum Tower Hospital completed its name change; Sunshine Insurance Group and Weifang Municipal Government's large-scale top three hospitals, Sunshine Convergence Hospital, have been in operation for more than a year; Ping An has set up a Wanjiayun clinic platform to provide information services for clinics.

Real estate developers are also actively expanding medical services. Real estate developers such as Wanda, Evergrande, Ocean Shipping and Yihua have many years of experience in the management of old-age real estate, and then began to lay out general hospitals and specialist hospitals.

At present, the “healthy real estate” model combining medical, health management services and real estate projects has become the trend of the times. Combining health management with real estate development and operation, providing differentiated competitive advantages for the project, providing customers with a full range of health management services, and returning real estate development to a truly people-oriented concept will become a new direction for the future development of the real estate industry. And the future is optimistic.

Optimistic about the development trend of the big health industry, many companies that were not in this main business began to “cross-border” layout, such as Changbao, Jinzi Ham and Guangzheng Group. Taking Changbao Co., Ltd. as an example, it is mainly engaged in the R&D, production and sales of special steel pipes for natural gas pipes, boiler pipes and mechanical pipes. It is an uncompromising manufacturing company with a one-time investment of nearly 1 billion in 2017. Yuan, won three hospitals.

Listed companies are competing for cross-border layout of the health industry, and they have formed alliance cooperation relationship with each other. For example, Baida Group (600865.SH) has not cooperated with Zhejiang Xizi International Medical Center, which is planning to build accurate tumor treatment with Zhejiang Cancer Hospital. Hangzhou Jiebai (600814.SH) and Dean Diagnostics (300244.SZ) jointly invested RMB 60 million in cash to establish Zhejiang Yihe International Health Management Co., Ltd. to build a large health industry platform.

In general, listed companies prefer specialty hospitals. Compared with general hospitals, specialty hospitals such as ophthalmology and oral medicine have relatively short profit cycles, but the profit cycle of women's and children's hospitals and children's hospitals is comparable to that of general hospitals. In the process, they will face challenges in terms of policy, talents and management.

The attractive returns of the hospital after the good operation of the hospital have attracted countless investors. It can be foreseen that even if a group of pioneers encounter various attacks or even failures, there will be countless successors who will march forward on the road to cross-border medical care.

Internet integration

As a representative figure of the giant, Ma Yun once expressed his high praise to the medical industry: "The next Alibaba will be born in the field of Internet medical."

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' practice and doctors attached 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. Leading patients to choose a hospital is more critical than choosing a doctor.

Experts registered the unreasonable “queuing priority system”, which made it impossible for doctors to screen suitable patients. The waste of medical resources is inevitable. Moreover, patients with expert numbers are not necessarily in line with the professional field that the doctor is good at. "mismatch" leads to inefficient medical care.

In the future, with the help 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.

According to public information, in 2016, China Mobile's medical market reached 7.18 billion yuan. It is expected that mobile medical care will continue to grow in the next decade. Experts predict that by 2023, China Mobile's medical (service) market will reach 200 billion yuan.

In foreign countries, technology giants have also tried medical innovation. For example, Google and Microsoft have launched medical investment in a number of years in recent years, but the gains are minimal.

China’s local giants are not to be outdone. Baidu’s investment in health care network for $300 million in 2015 is its first investment in this field; Ali has officially established Ali Health since January 2014; and Tencent is in medical care. The first test in the field was to invest in a neighboring doctor in January 2014.

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.

On the whole, social capital has made great progress in entering the medical service field, accumulating experience in hospital operation and medical resource integration, and there have also been a group of leaders with strong experience and strong brand awareness.

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