The micro -medicine has received more than 1 billion State -funded financing, is the air outlet of digital medical care rising?
Author:Jiang Han Vision Time:2022.07.19
Recently, the Internet medical track seems to be a bit silent, but when everyone ignores the Internet medical track, the emergence of a message has once again aroused the attention of the entire market. The digital medical platform Weiyi has received more than 1 billion State Financial financing. Why is micro -medicine be seen by state -owned assets? Is the air outlet of digital medical care rising?
1. Weiyi received more than 1 billion State Financial financing
According to the Securities Daily, the digital medical platform Weiyi recently received a amount of over 1 billion yuan in financing. The financing leader was a state -owned industrial investment fund in Shandong Province. In addition, the article also stated that the state -owned industrial investment funds in many places are negotiating with micro -medical and planning to accelerate the integration of digital medical platforms and local medical and health service systems.
For the aforementioned news, micro -medicine did not respond. And this is also the latest capital market trend after Micro -do that has been reported many times.
Weiyi is a Internet medical company with a registered service. It operates a digital health platform full -time. It is headquartered in Hangzhou, Zhejiang. Liao Jieyuan led the team to create in 2010. Its core business covers medical, medicine, medical insurance and other fields.
According to public information, as of June 2022, Weiyi had 34 Internet hospitals in China, of which 19 have become designated institutions of medical insurance. The micro -medical platform connects more than 8,000 hospitals, covering more than 95%of China's top three hospitals. Of the nearly 300,000 doctors registered, 86%are the attending doctors or above.
The company's "Digital Health Communist" model, which has been landing in 2019, has grown into its core business, trying to integrate medical, medicine, and medical insurance in the area. A simple understanding, the digital health consensus system This company is a foothold found by its own Internet hospital, and then enter the door of medical insurance and other payment party. It is a way of in -depth cooperation between Internet platforms and local medical service systems.
According to the Sino -Singapore Jingwei reports, the outside world generally believes that China's Internet medical industry has entered the "second half". An important symbol is that the market's valuation logic of Internet medical platforms has begun to change.
The strict supervision is a microcosm. This year, the "Detailed Rules of Internet Diagnosis and Treatment (Trial)" and "Implementation Regulations of the People's Republic of China (Revised Draft for the Draft Consultation)", the state has begun to strengthen the supervision of Internet diagnosis and treatment services, online drugs, and promote the return of Internet medical treatment " Serious medical care. " Medical e -commerce is limited, and the platform that focuses on doing "serious medical care" seems to have more opportunities. Weiyi is one of the few representatives of this track.
According to media reports, the reason why micro -medicine has been "favored" by state -owned assets is to a large extent because of its "digital health community" business. The business model has been verified, and the revenue has reached the stage of volume.
2. What should I think of the second half of the Internet medical care?
To be honest, seeing the high financing obtained by micro -medicine, many people in the industry feel that it has been lost for a long time. With the country's increasingly stricter of Internet medical control, the traditional "medicine" model of Internet medical track has become increasingly difficult. It has also led to the overall lack of investment. Against such a background, the high financing obtained by Weiyi is also a rare heart -intensive agent in the market. When Internet medical treatment has entered the second half, should the future of Internet medical care depends on?
First of all, why is Shandong State -owned Assets joining financing? Speaking of large -scale investment in state -owned capital, these years are Hefei, Zhuhai, Chongqing, Chengdu, and Shandong as the eastern coastal provinces in China, but the investment is relatively cautious. This time, Shandong has invested 1 billion, which is even more eye -catching.
When we analyze many media reports, we will find that the core advantage of micro -medicine can be attracted by the market is that its core business model "digital health community". Compared with most Internet medical companies, injecting simple Internet business into traditional hospitals into traditional hospitals The logic of "light medical" is different. "Light medical" does not seem to have high costs, but because the business scenario of the hospital itself is relatively heavy, the "light" of the Internet and the "heavy" of the hospital is difficult to integrate, and eventually it has become the "two two" two Internet medical care "Zhang Pi", on the surface, it is very good, but in fact, it is always impossible. Patients must still follow the old game of the hospital in the hospital.
However, the logic of micro -medicine is to turn the light participation on the surface to in -depth participation. In September 2019, the micro -medicine and the Tai'an City Government began strategic cooperation to build a "Tai'an model". The so -called "Tai'an model" is " The entire link of the Internet+medical insurance+medical+medicine "is all opened. Taking chronic disease management as a fulcrum, the" intra -hospital+outside hospital "and" online+offline "full -process service of slow disease diagnosis and treatment, health management, and medical insurance payment. Time has been shortened from 2-3 hours to 20-30 minutes, and the hospital clinic pressure is more than 20%. In addition, the digital advantage of the Internet is used to include 167 medical institutions in Tai'an into the intelligent supervision of the entire process of medical insurance, thereby realizing the pre -promotion reminder of medical insurance funds, early warning in the event, and full process of post -event review.
Starting from the "Tai'an Model", the core business of Weiyi "Digital Health" has continued to expand in Shandong, and has reached the "dual platform" service model of the Shandong Internet Big Health Platform and the Shandong Internet Chinese Medicine Trading Platform. In 2020, Weiyi and Jinan High -tech Holdings and other institutions jointly launched the Shandong Internet Big Health Service Platform, which covers 16 cities in the province, with a total of 18 million insureds, nearly 2 million people in the service slow patients. Nearly 50 digital chronic disease service centers have been implemented in Jinan, Tai'an, Weifang and other cities. In addition, the "digital health" has driven the implementation of service institutions such as medical care, medicine, insurance, medical care, and finance. The digital innovation consortium of the Chinese medicine industry invested in Jinan, Shandong, to build a trading center for innovative Chinese medicine (material) transactions for the Shandong Internet Chinese Medicine (Material) Trading Center.
Due to the effectiveness of the "digital health community" in Shandong, Shandong eventually ended and participated in the large -scale financing. According to reports, the Jinan High -tech Zone recently signed a cooperation agreement on behalf of Jinan City with Weiyi to further upgrade the cooperation and focus on creating the above "dual platforms".
Secondly, the digitalization of Internet medical treatment is the real key. "Digital Health Commando" is essentially a new format for digital medical care. How it is the most concerned about the market with a point with a point to bring the entire medical service. Therefore, the logic of "digital health" is still growing, and it has even become a underlying practical logic for the implementation of Internet medical treatment.
In Tianjin, Weiyi and Tianjin cooperated to create the development logic of digital medical treatment together in Tianjin's grass -roots digital health. The first step is to build a digital and intensive service system through the market advantages of the Internet, and will be organically integrated with medical resources scattered in many places in the city, thereby improving the efficiency of medical resources. The second step, through a standardized and integrated service system, continuously enhances the service capabilities of grass -roots medical institutions, so that grass -roots medical institutions also have certain medical service capabilities. The third step is to transform the original traditional medical insurance model into a health responsibility system paid by the efficacy, thereby enhancing the enthusiasm of grass -roots doctors.
Through this digital and Internet transformation, medical services can be effectively shifted from "paying/volume" to "paid", and reached the ability to improve the capacity of grass -roots medical institutions, decreased drug consumable procurement, and medical insurance funds The goal of improving the efficiency of use has truly realized the entire process of medical treatment.
In Sanming, Fujian, the local "hospital Internet digital service platform" and remote medical service network were built through the Micro -Medicine, which covers 12 general hospitals (medical couplets) and township health centers in the city. It is integrated from the dispersed islands scattered in various places, thereby further improving the efficiency of medical services.
In fact, if you look closely at the development logic of the "digital health community" of the interconnection of the Internet medical care, you will find that the so -called "digital health community" is to integrate the various industries who split the traditional medical services to each other through the Internet and let the various industries in the Internet make it. Originally paid according to the project, the hospital doctors kept the model of consumables and medicine to make money, and gradually changed into the logic of "digital health" and paid according to the disease/person. Provide online and offline full life cycle services, which can make a single link fee a process performance, effectively enhance the enthusiasm of the medical industry, reduce friction loss between different links, and improve efficiency.
Third, what should I think of the future of Internet medical care? In recent years, with the development of China's Internet medical treatment, the development of Internet medical companies has become increasingly unsustainable for the business logic of Internet medical companies to compete for pure medical cakes. It seems particularly important. "Digital health" is an exploration direction that gradually appears in the logic of the development of the whole process.
For each patient, the core purpose of going to the hospital to see a doctor is always to cure diseases and obtain a healthy life. From this goal, Internet medical care should gradually abandon the short -sighted single business model and develop in a more diversified and three -dimensional direction. However, as the so -called "knowing difficulty", three -dimensional medical services often require more manpower and resources to continue to invest, so companies that take this road often need to endure more losses or low -income status.
However, the current air outlet of Internet medical treatment is changing in a three -dimensional direction. "Doing difficult and correct things" may be what major Internet medical companies need to do most.
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