Subject to the current situation of Chinese medical care and the lack of payers, the C-side business is slow to develop on the Internet. With the development of technology, the B-side business has been greatly improved after the Internet. Recently, the two listed companies announced their investment trends, which also confirmed the market's optimistic about the B-end.
Yihua Real Estate announced that it intends to acquire a 20% stake in Shenzhen Youde Medical Technology Co., Ltd. for a total price of 120 million yuan and enter the network hospital industry. Kang Enbei obtained a 30% stake in Zhejiang Zhencheng Pharmaceutical Online Co., Ltd., a vertical B2B e-commerce and channel value-added service operator, for 270 million yuan in cash. Youde Medical Technology is engaged in the development and application of the Internet medical information platform. The first remote hospital in Guangdong Province, the Second People's Hospital of Guangdong Province, cooperated with it. Zhencheng Pharmaceutical mainly provides information sharing, data analysis, network marketing, financial innovation, online training, etc. for upstream and downstream users of pharmaceutical distribution channels.
The main payer of the B-side business is still a medical institution, which avoids the current problem that mass consumers are reluctant to purchase and use mobile medical products because of the lack of payers. China's telemedicine can only be carried out between medical institutions. Although it restricts its development, it is a great benefit for the platform providers who cooperate with relevant hospitals. Since the hospital has no experience in the development and operation of related products, the introduction of third-party partners will effectively improve the efficiency of the hospital. Zhencheng Medicine has found a good entry point by providing pharmaceutical distribution to pharmacies and health service centers. Small medical institutions and pharmacies have a weak voice in drug procurement and logistics, and through these services, these institutions can get the products that suit them.
Although the main nature of these two small cases is still the strategic layout of the relevant companies, it cannot fully represent the transformation of investment style. However, in the absence of a large impetus, institutional-oriented products and services are clearly easier to develop. First of all, although the organization is stronger than the individual, the large institutions have the need for transformation. The small organizations have their own business difficulties. If there are related companies to provide services for them, this market can easily be opened and developed.
Second, the informationization of medical care is a major trend. Although in the past ten years, the hospital has launched a lot of information products, but with the development of the Internet, the walls of medical institutions must be opened. How to promote the development of offline medical services through online platforms has become an important trend in hospitals. This trend is no longer like closing the door to do it yourself, but it needs to be linked to the outside world. There are also many opportunities here.
Finally, cutting into the B end will help the future development to the C side. Due to the lack of payers, C-side products and services cannot be greatly developed. But this does not mean that there will be no better market prospects in the future. Instead of sticking to the C side and enduring long-term losses, it is better to first plow in the B side. After the cooperation with the organization has been tacitly agreed, the back-end service guarantee that enters the C-side can be relatively stable. Moreover, the core of medical services is competence and quality. The core of competition between medical institutions is in terms of ability and service. Only when the B end is controlled can the patient's satisfaction be guaranteed.
In short, Internet medical care should not have a big breakthrough in the short term, but the business of the institutional side may be more popular with investors in the future.
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