At the time of the tightening of civil war in the industry, byte beating to win a private maternal and children's hospital: Maternal Medical and Children's Medical+Internet Traffic =?

What can Internet companies bring to a private women's hospital?

According to the national corporate credit information publicity system, recently, Beijing Meizhongyi Hehe Medical Management (Group) Co., Ltd. (hereinafter referred to as Meizhongyi He) has changed its equity change, and Xiaohe Health (Hong Kong) Limited Hong Kong) Increases its shareholders and 41.49%of equity. After the increase in holdings, the shareholding ratios of Xiaohong Hong Kong and Xiaohe Health Technology (Beijing) Co., Ltd. were 69.53%and 30.47%, respectively.

It is worth mentioning that, from this, the Internet manufacturer's bytellar beating its brand Xiaode Health has achieved wholly -owned holding of the United States and China and Yihe, and its business in recent years has from providing health knowledge and services to users to the medical field involved in the medical field. Science and technology research and development is a microcosm of the medical track of Internet companies.

In the context of the contraction of the investment battlefield of the Internet factory, the later bumps of the investment in the medical track "win" the United States and China, which will inevitably attract market attention.

Is the United States and China, who holds the auxiliary reproductive license? Is it a good target? Under the tilt of traffic, can the private hospitals that have previously been hit by the epidemic are rejuvenated? How can Internet manufacturers break the bottleneck of social capital to run medical treatment to achieve smoothly?

Holding the auxiliary reproductive license, the obstetrics have contributed to nearly half of the income for the United States and China

The fate of Xiaohe Health and Meizhongyi Whees started in September last year.

At that time, Meizhong Yi and several times planned to go public for "twists and turns". Just with CICC's termination of the counseling agreement for less than one month, they received the favor of byte beating and became the two medical companies invested by Xiaohe Health Investment. one.

In fact, the United States and China are favored by investment institutions at the beginning of their establishment.

According to public information, the US -China Yiyi and the first hospital settled in Beijing in 2006. It is a private medical institution that provides obstetrics, gynecological, pediatrics, auxiliary reproductive, postpartum recovery, postpartum recreation, and medical beauty one -stop service. Family women's hospital, two comprehensive outpatient centers and five confinement centers, have covered three major areas of Beijing -Tianjin -Hebei, Yangtze River Delta and the Pearl River Delta.

During the development of more than 10 years, the United States and China have successively obtained investment in CICC's funds, Huaxing Capital, Huaping Investment, Gao Yan Capital, Yaoming Kangde and other institutions until this time the byte beating wholly -owned income pockets. According to Caixin.com, on August 8th, a person with a transaction party said that the amount of mergers and acquisitions was about 10 billion yuan.

Meizhongyi and the journey picture source: US -China Yihe official website

Those who are beating by bytes are likely to be the core competitiveness of the auxiliary reproductive business -the United States and China and the future development.

In 2020, the United States and China and the acquisition of the Beijing Baodao Obstetrics and Gynecology Hospital merged and operated. This transaction allowed the company to get a scarce Beijing private hospital auxiliary reproductive license.

According to the research report of open source securities, as of May 2021, a total of 12 auxiliary reproductive institutions in Beijing (3 private+9 public). According to the application planning plan for human assisted reproductive technology in Beijing, as of 2025, there are no more than 15 auxiliary reproductive institutions, and the remaining 3 licenses are waiting for applications. Due to the long application time for the auxiliary reproductive license and the need to be carried out step -by -step, it is expected that the competitive pattern in recent years will not change much.

There are only 3 private auxiliary reproductive institutions in Beijing. Source: open source securities research report

Jiuqian Zhongtai's Minutes of the June 2021 show that in 2020, the United States and Zhongyi and revenue were more than 2 billion yuan, an increase of 12%year -on -year; obstetrics business accounted for more than 60%; More than 45%, some hospitals account for 50%-60%. Another Ministry of April 2022 shows that the current US -China Yiyi and reproductive income account for less than 10%of the group's revenue, and the reproductive income is expected to be 20%of the group's income in the next 5 years.

In addition, as the founder and president of the United States and China, Hu Lan, who has the background of medical and investment, is also attractive to the byte beating.

In September last year, the byte beating continuously invested in the three medical institutions. In addition to China and the United States, there is also a tumor multi -disciplinary consultation platform Hongda Airui, and the founding of the two companies is Hu Lan.

Public information shows that in 2002, Hu Lan served as Morgan Chase, a well -known investment bank in Wall Street, USA, as an investment bank manager. Back in 2005, he was committed to the construction and comprehensive development of new specialized hospitals that comprehensively introduced overseas advanced medical service concepts and management models.

On August 8th, the reporter of "Daily Economic News" contacted the person in writing in writing, and the other party declined the interview with this investment.

User portraits of both parties are high -heavy, precise user portraits and big data analysis and empowering hospitals

The basis of byte beating hands in the United States and China or the user portrait of the two is extremely overlapping.

Taking the Douyin of the Douyin of the traffic of the byte beating as an example, according to the research report of Guojin Securities, QUEST Mobile data shows that in December 2021, the female users of Douyin accounted for 51%; in terms of age, 19 years to 30 years (25.1%) And 31-40 years (25.2%) is the main core group.

This means that whether it is the age of childbearing age in the United States and China, or there is an elderly mother with auxiliary reproductive needs, it is possible to drain from Douyin.

In addition, in the intercity distribution, the Douyin user group high -tier cities (second and above) accounted for over 40%, and the third -tier, fourth lines, five -line, and below accounted for 25%, 18%, and 17%, respectively. A number of institutions in Yipei are also distributed in first -tier cities.

In addition to obtaining customers from the traffic entrance to Douyin, Douyin is also expected to use its influence to expand the platform. According to the "Douyin E -commerce 2022 In the First Half of the World", the sales of medical care and mother -to -child supplies in the first half of this year ranked among the top 5 of the business category, and the rise is strong.

It is worth noting that Douyin is not a simple APP role in byte beating. It contributes most of the domestic income to the byte beating with today's headlines.

The growth rate of the growth rate of the pharmaceutical care industry: "Douyin E -commerce 2022 Industry Report in the first half of the year"

On the 8th, a private hospital practitioner sighed in an interview with the reporter of "Daily Economic News": "(byte beating) The traffic support for the United States and China is not given by any other platform."

The interviewees said that the private women's hospital, especially the auxiliary reproductive related businesses, due to the constraints of industry supervision and platform rules, the brand promotion and exposure of the Internet are still limited.

This time, the investment of the American and China and the byte beating means the recognition of its brand value in terms of byte.

In addition, the person believes that in the context of the decline in population birth rate, the domestic maternity industry is facing increasingly fierce competition, and under such a big background trend, it can be described as timely rain, the US -China and the brand exposure in the brand exposure It will have a lot of benefits in the development of customer source.

For why the byte beating is investing in the United States and China, the person said that on the one hand, it may be because the US -China Yiyi and the business with auxiliary reproduction and pregnancy at the same time. Highly high; on the other hand, there are more than a dozen branches in the country and more than a dozen branches in the country, and they have more brand influence.

However, the industry still has a wait -and -see attitude for the degree of running -in and deeper cooperation paths of byte beating and the United States and China.

Under the trend of "online and offline integration", doctors' resources are still developing bottlenecks for private hospitals

The Internet medical investment track has a long history, with Alibaba (HK09988, HK $ 88.80, a market value of HK $ 1.88 trillion) to invest in Ali Health (HK00241, HK $ 4.74, market value of HK $ 64.085 billion), Gina, Little Deer Traditional Chinese Medicine, Tencent, Tencent Holdings (HK00700, the stock price of HK $ 29.9.40, a market value of HK $ 2.88 trillion) invested in Lilac Garden, Weiyi Group, and a good doctor online. The more "heavy" target of the hospital.

In this regard, Shi Lichen, a medical strategic marketing expert, said in a written interview with the reporter of "Daily Economic News" on the 8th that the advantages of the current Internet manufacturer's layout of the medical or pharmaceutical industry are to master the flow entrance, but the realization of traffic also requires strategic considerations.

Basic solutions include two points. One is an offline layout hospital or pharmacy, and the other is to lay out an online hospital or platform store. However, due to multiple factors such as policies and competition, online and offline integration is a general trend.

In summary, specialized hospitals have avoided direct competition from public hospitals to a certain extent, and it is easier to profit.

CIC Burning Consulting Partner Wang Wenhua expressed a similar point of view in a written interview on the 8th of the reporter of "Daily Economic News". The national coverage of service agencies, with certain consumer attributes and other characteristics. This time the byte beating mergers and acquisitions in the United States, the United States, is also carried out along these investment logic.

However, bytes, and the U.S. -China and the holding hands, the latter has not changed the fact that the latter is a social medical treatment. The bottlenecks in funds, talents, technology, and scientific research resources are still to break through the two parties.

From the perspective of demand rigidity, in accordance with the "2021 Italian Hu Run Wealth Report", in a survey of wealthy people, 41%believe Very necessary high -end medical services, and only 23%of the necessary necessary medical care for high -end pregnancy, is the type of high -end medical services displayed at the lowest ratio of the report.

This means that private women and children hospitals with high -quality services are also needed to create multi -dimensional competitiveness, including doctors' resources that are more difficult to obtain in private hospitals.

In this regard, Shi Lichen said that doctors' resources are bottlenecks that hinder the development of private hospitals, and private hospitals positioned in the middle and high -end are more likely to attract better specialist resources with high salaries. In the future, under the national or three -child policy, the prospects for gynecology and pediatric markets are relatively good.

At the level of funds, technology and scientific research, it is not a big problem for Internet factories.

Wang Wenhua said that social medical treatment needs a complete and effective operating management system. The core of the medical service institution is a high -quality and stable doctor team to ensure the output of stable medical services.

From the market opportunities that have the gap between supply and demand, to the construction and cultivation of talent echelon in management, medical, and protection, to differentiated medical services to meet the personalized needs of the target group Operation management capabilities.

Daily Economic News

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