The period of Lanhai Medical delisting is officially ended: It is difficult for the road to high -end medical treatment to go in China

On July 18, the delisting period of Lanhai Medical was officially ended. According to the process, the company will be delisted on the 25th of this month.

Recently, this private medical institution has continuously attracted the attention of the market. The main reason is that the company owner Michunlei's wife is Dong Qing, a well -known host of CCTV.

Michimi was in a state of loss for a long time in the first half of 2022. On March 9th, Caixin reported that Michimi was taken away by the local economic investigation department as early as December 2021. About two weeks later, the investment director of Shanghai Life Investment, a subsidiary of Lanhai Department, was investigated.

The Lanhai Group has layout in the fields of bank insurance, medical cultural tourism, service trade, investment, and investment. In addition to the listed company Lanhai Medical, Lanhai Group also has larger businesses such as construction engineering, real estate, and bank insurance. Judging from the layout of the Lanhai Department, medical care is just a signboard for the company to expand the real estate tourism project.

The annual report of Lanhai Medical's 2021 was not as expected, and the results of the "reserved opinion" were reported. In addition, the chairman and the company were forced to execute over 700 million yuan, and the medical care of the sea was dangerous. In July of this year, Michri ended out of contact and returned to the position of the chairman of the medical care of the Hai, but the result of the company's delisting was unable to return to heaven.

The Lanhai incident showed a result: the road of high -end medical treatment was difficult to get through in China.

Ideal plump, high -end medical care operating boney

The predecessor of Lanhai Medical is Zhonghaihai Sheng, with losses for many years. In 2015, Lanhai Medical Bares was listed.

2015 is a year for China's private medical for progress. A number of private medical companies such as Meinian Health, Lanhai Medical, Corning Hospital, and other private medical companies have been listed this year. In terms of policy background, the reform of the drug review center ushered in new development opportunities for the domestic medical environment. In 2016, the "Internet+" and "Healthy China 2030" proposed that the medical industry once attracted elites from all walks of life.

During this period, the financial insurance industry is also in a rapid development stage. Medical and insurance is a natural pair. It is indeed a good choice for Michun Lei, which can enter the finance through Taoist medical treatment.

Mi Chunlei has established Shanghai Life with Shanghai Electric and Shanghai Urban Investment. At the same time, it has made Lanhai Medical as a high -end medical service supply agency, and the pattern is quite complete.

In the 2016 annual report, Lanhai Medical explained the major changes brought about by the business transformation of this year: Lanhai Medical operated three medical -related subsidiaries, namely rehabilitation hospitals, Haisheng Shangshou and Luanhai Online. Essence Among them, rehabilitation hospitals provide high -end medical care; Haisheng Shangshou provides large medical equipment and related financial leasing and commercial factoring business; Lanhai Online operates Internet medical platforms.

In addition, Lanhai Medical also participated in Donghua Software Co., Ltd., a well -known software company in the medical industry at that time; it acquired Hefeng Real Estate with many hospitals in Shanghai and proposed to build high -end comprehensive hospitals; The online consultation platform "I have a doctor" app.

Michimi stepped on many popular tracks such as insurance, medical care, and the Internet at the same time, and it was naturally hot. He even made a long -term plan for the development of Lanhai Medical:

The first stage: By the end of 2018, consolidate, improve, and consolidate a platform, enter and stabilize the state of operation as soon as possible;

The second stage: 2019-2021, based on the existing platform, further introduce high-quality resources and expand moderately;

The third stage: Beginning in 2022, further integrate resources, concentrate advantages, expand operations, and develop internationalization.

In fact, people with eyes can see that high -end medical care is just a guise. There is not much difference between the seas and other excuses to do medical care. Most of them leverage real estate and finance through medical treatment. It is manifested in performance, and the operation of Luanhai Medical has been poor. In addition to the sales of Donghua Software stocks in 2018, the subsidiary of the subsidiary has obtained a large amount of accounts, from 2017 to 2021, Luanhai Investment has always been insufficient.

Pseudo -concept of high -end medical treatment

It is 2021 that really breaks the beautiful skin of the sea medical.

According to the company's 2021 annual report, the company's main revenue comes from the premise clinics adjacent to the Shanghai Global Financial Center and the Shanghai Center, the Yizhe Lanhai Clinic Department, which is located on the K11 Art Shopping Center in Huaihai Road, Shanghai, and the Shanghai Xinhong Bridge in Shanghai Lanhai Rehabilitation Hospital in the International Medical Center.

The geographical location of these two outpatients and a hospital is absolutely high -end, but it is very cold from the perspective of business results. In 2021, the medical revenue of the sea was 119 million yuan, and the loss was 285 million yuan.

Not only that, in the audit report of the annual report, the accounting firm pointed out that: the issues of non -operating funds occupation, income confirmation items, and recoverable recovery of other receivables of related parties in Lanhai Medical will be given. "Reserve opinion".

In response, the director of medical financial director of Lanhai was unacceptable, and in the annual report, it discussed the reasonableness of the company's performance.

The two sides argued in the annual report, and such funny things quickly aroused market attention. In addition, the performance touches the market, and the medical treatment has to accept its own destiny.

High -end medical care seems to have been unable to develop in China, and it is not just a visit to the sea.

In 2013, Ciming's medical examination wanted to create a high -end medical examination and spent hundreds of millions of yuan. A Beijing Oia Hospital, known as the "China's First Private Doctor Club" in Chaoyang District, Beijing.

High -end medical services require high -end audiences as business support, but in China's medical field, "high -end" does not refer to the beautiful medical environment, attitude, and a comfortable medical experience. elegant. Without high -end medical technology, it is difficult to attract high -end audiences, which is the main reason why high -end medical treatment is dissatisfied in China's soil and water. In the United States, high -end medical institutions such as Mayo have the world's top medical capabilities, but in China, "high -end" is only superficial.

After the IPO, Ciming's medical examination failed to be listed. The construction of high -end hospitals dragged down the company's development. In the end, Ciming was incorporated into the US health system, only to maintain the brand. At that time, Aikang Guobin also planned to invest in the construction of high -end hospitals. After seeing Ciming's ending, he quickly closed.

At present, the preferential promotions of the Shanghai Outpatient Clinic on the public comment are still mostly related projects related to physical examination. The names of these projects are indeed high -end and foreign, but they are unable to stand on their own and have a pseudo -concept internal flavor.

The more fragile private hospital

Behind the gradually "crowd" of many high -end medical companies is the vulnerability of the private hospital industry.

The role of private hospitals is to supplement the lack of public medical resources, which means that in most medical fields, public medical resources are still the first choice for most people. Secondly, private hospitals mainly filter out large traffic people through expensive services. Compared with public hospitals, the price does not correspond to medical quality.

On the side of public hospitals, the continuous implementation of benefiting the people's policies such as collecting and system reforms, and the leasing and labor of private hospitals remain high. Compared with the two aspects, the prospects of private hospitals are becoming more and more optimistic.

According to the public information, in 2021, there were 100 cases of private affiliated bankruptcy reorganizations related to "hospitals", an increase of 25%year -on -year; as of July in 2022, 46 related cases were reached.

According to the "China Health and Health Statistical Yearbook 2021", 23,500 non -public medical institutions across the country have a total loss of 130 billion yuan a year, on average to each head, with a loss of more than 5.5 million yuan.

Every number falling on the paper may be the defeat of a organization.

In January of this year, due to poor operation, he was logged in to the New Third Board in October 2016. Henan Hebi Jingli Hospital, known as the "first share of Central Plains Medical", was auctioned.

In May, Jiaozuo Tongren Hospital went to the arbitration court due to years of arrears. This private hospital built in 2013 covers an area of ​​100 acres and has 1,800 plans, which is well -known in the local area. Right now, Jiaozuo Tongren Hospital is going bankrupt, and the wages and endowment insurance owed will not be fulfilled.

Difficult private hospitals, it is even more difficult for high -end private hospitals. This business model has been repeatedly proved to be difficult to work.

Reducing body or improving medical ability is the correct direction of the development of private hospitals.

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