"Medical Health Dream" of Internet Factory: Different stories, the same result?

The 21st Century Business Herald reporter Zhu Ping's intern Shi Mengjiao Recently, the United States and China and the changes in industrial and commercial changes, Xiaohe health increases related equity, and has a wholly -owned holding of the United States and China. After this increase, Xiaohe Health Hong Kong Co., Ltd. and Xiaohe Health Technology (Beijing) Co., Ltd. held 69.53%and 30.47%, respectively. Both companies were affiliated with Internet technology giants. Essence

According to the disclosure documents of the Second Division of the State Administration of Market Supervision and Management, the acquisition case has been approved unconditionally after publicity. The person in charge of Xiaohe Health also confirmed to the 21st Century Business Herald reporter that the news was approved by the relevant departments. In the future, Xiaohe Health will continue to explore high -quality medical and health services.

In fact, as early as 2020, the byte beating has begun to deploy the medical and health sector. As of now, there are tracks such as medical science, Internet medical, psychological health, new drug research and development, and medical testing. The famous doctors "," Ginseng ", and the psychological and psychological Internet medical service platform" Good Mood ", etc. In recent years, Xiaohe Health has also begun to get involved in science and technology research and development in the medical field. The wholly -owned Holdings of the United States and China also means that byte beating is building an offline medical sector layout.

Internet technology giants have a medical health dream. In addition to the beating of bytes, Ali, JD.com, Tencent, Baidu, etc. have layouts. Among them, as Ali Health and JD health have been listed in Hong Kong stocks, the medical and health business strength of Ali and JD.com is leading in Internet technology companies.

Although the Internet technology giants are involved in the medical and health industry, from the sorting of public information, it can be found that the path and "personality" of each entry and "personality" are also different. Groups, Zhuojian Technology, and Medical Federation have their own figures; Baidu was mainly based on product research and development, foreign investment, and medical advertising. At present, AI and smart medical care are their key areas.

It is worth noting that from the current actions of each house, the focus of the layout of the Internet giants has begun to expand from online to offline. A relevant person in charge of an Internet giant told the 21st Century Business Herald reporter that now Internet companies have the layout of medical care. They all have their own upgraded versions, and more are to open upstream and downstream to build an ecosystem around the core business.

Layout again

The United States and China, who holds the auxiliary reproductive license, has a "twists and turns" of listing in the market several times, but the capital market has not decreased. Within 1 month of the termination of the counseling agreement with CICC last year, the US -China Yiyi and CICC were favored by byte beating and became one of the two medical companies invested by Xiaohe Health.

In September 2021, Xiaohe Health Technology (Beijing) Co., Ltd. invested for the first time in the United States and China, holding 17.5748%. In June 2022, Xiaohe Hong Kong, a subsidiary of Xiaohe Health, increased its shareholding in the United States and China and 41.49%of the equity. After the continuous pursuit, in the change of equity, Xiao Health finally realized a wholly -owned holding of the United States and China.

It is understood that the United States and China are a private medical institution that provides services such as obstetrics, gynecology, pediatrics, auxiliary reproduction, postpartum recovery, postpartum recuperation and other services. Up to now, the United States and China have 7 women and children's hospitals, 2 comprehensive outpatient centers and 5 confinement centers. They also have IVF licenses at Beijing Hospital.

Regarding the change of equity, the US -China and the relevant person in charge responded to the 21st Century Business Herald reporter that the reason for the change of the shareholding was that the byte beating is optimistic about the development of the United States and China and the business development. There is no IPO -related news for the time being.

The reason why the byte beating and acquisition of the United States and China is the industry analysis that it has seen the advantages of the US -China Yiyi and the auxiliary reproductive licenses. 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. In this regard, the US -China Yiyi and the founder Hu Lan had pointed out to the 21st Century Business Herald that this marks that the field of assistance reproductive has really become the main sector of the United States and China.

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. According to relevant data, the penetration rate of China's auxiliary reproductive industry in 2018 is only 7%. It is expected to increase to 9.2%in 2023. The market size is expected to increase to 52.74 billion yuan. huge.

Regarding this operation of byte beating, the relevant person in charge of the above Internet medical enterprise pointed out to the 21st Century Business Herald that the current corporate mergers and acquisitions, expansion, etc. are all around their core main business upstream and downstream, or complement the business, which can form a joint force to form a joint force. The target is aligned. This time, the byte beating acquisitions in the United States and China, and the two portraits on the basis of the user will also help the development of the United States and China. For example Female users of Douyin accounted for 51%; in terms of age, 19-year-old-30 years (25.1%) and 31-40 years (25.2%) are the main core groups, which means that byte beating will be able to use their target group drainage effect. It is understood that in September 2021, Xiao Health was also newly added to Hongda Aerry's shareholders with a shareholding ratio of 10.71%. In April of this year, Xiao Health and Xiaohe Hong Kong completed their holdings of Hongda Airui, respectively. The shareholding ratio was 64.4%and 26.7%, respectively, and held a total of 91.1%to achieve holding.

According to the reporter's understanding, Hongda Airui Medical Technology has a private tertiary tumor specialist hospital "Beijing Meizhong Airui Cancer Hospital", and it is Hu Lan with medical background with the United States and China and the founders.

"Big Factory" medical health dream

It can be found that although the byte beating has increased the investment of offline medical institutions, the road of medical and health begins with online. In May 2020, byte beating at 500 million yuan to wholly acquisition of medical content platform "Encyclopedia Medical Doctor "And renamed it" Xiaohe Medical Code "and officially entered the medical field.

In September 2020, the byte acquired the "Zero Four Four Technology" of the Internet hospital. At the end of 2020, the byte beating established the Aurora Department, which is responsible for the large health business. "Dutch Medicine" also released the "Little Lotus" APP for patients and the "Dr. Little Lotus" app for doctors. In January 2021, after the merger and acquisition of the offline outpatient institution "Pinecanium Outpatient Clinic", the byte beating was renamed it "Little Together Clinic". The brand of "Xiaohe Health", medical retail, early screening, medical beauty and other businesses have begun to spread.

Not only is the byte beating, but every Internet giant has a dream and health industry dream.

According to the data of Ai Media Consultation, the scale of revenue in my country's large health industry increased from 2.5 trillion yuan in 2014 to 7 trillion yuan in 2020, showing a significant acceleration trend. In addition, according to Zhiyan Consulting data, from 2015 to 2021, investment transactions in the field of medical health in my country rose steadily, and the number of transactions rose from 904 to 1577, and the total transaction amount increased from 86.6 billion yuan to 397.1 billion yuan.

To this end, the wealthy Internet giants scrambled to enter the game.

Baidu's "Road to Big Health Medical" started earlier. The first start from searching, the layout of medical advertising, but the medical auction ranking during the development process caused some negative effects. In 2010, Baidu began to build its own team. , Test water online medical treatment.

In 2017, after the Ministry of Medical Affairs of Baidu was abolished, Baidu focused on the field of AI medical and Internet consultation. At the same time, since 2019, Baidu has also tried to enter the medical device field and invest in the "domestic CT brother" East Soft Group.

In 2014, Alibaba established Ali's health on the Internet medical platform, and successfully listed in Hong Kong stocks in the 21st century in the same year in the same year, becoming the "first share of Internet+medical and health". Deepen the field of pharmaceutical e -commerce, and at the same time rely on the "medical deer" APP to create a medical and health service system including vaccine, physical examination, nucleic acid testing, oral, psychological, and nursing.

Zhu Shunyan, the chairman and CEO of Ali Health, said in an interview with the 21st Century Business Herald that the trend of the future health industry is from treatment to treatment+prevention+health care, from the hospital to the inside and outside the hospital. It is the asymmetry of medical information, insufficient medical services and insufficient sexuality, digitalization of the medical industry to be increased, and the cost of medical security. This is also the direction of Ali's health layout.

Also entering the capital market is JD.com. On December 8, 2020, Jingdong Health was officially listed on the Hong Kong Stock Exchange. At present, its main business includes pharmaceutical supply chain, Internet medical care, health management, and smart medical care. The 2021 financial report released in March this year shows that as of December 31, 2021, JD.com's annual active users reached 123 million, an increase of 33.56 million compared with the net number of active users in 2020, and JD.com's annual revenue of 33.7 billion yuan. Among them, the self -operated income of JD.com as the main carrier was 26.2 billion yuan, accounting for 85.34%.

In 2014, which is known as "the first year of mobile medical entrepreneurship", Tencent also threw the first capital hydrangea in the medical field. Home company, the investment amount is 10 billion yuan. At present, the domestic Internet medical unicorn can see the traces of Tencent, such as Lilac Garden, Weiyi Group, Zhuojian Technology, Medical Federation, Good Doctor Online, Penguin Dr., etc.

In addition to the investment sector, Tencent also has also been involved in the fields of medical imaging, medical beauty, medical equipment and other fields. In 2019, Tencent also threw 500 million US dollars to invest in China Pharmacy business, and in 2020 Issuing about 600 million yuan of shares in an attempt to share a share in the pharmaceutical retail market. Today, ordinary people have become the first domestic pharmacy companies with a number of pharmacies. It is worth noting that these giants also lay out in AI medical care. According to the 21st Century Economic Herald reporter inquiry, the recruitment information in November 2021 shows that the Al Lab Drug team of the byte beating laboratory is recruiting drug discovery research and molecular dynamics related positions. The introduction states that it is committed to using AL technology to perform automatic drugs for drugs. Discovery and design, greatly shortening the drug research and development cycle while reducing the cost of drug development. In January of this year, Xiao Health announced the research and development of an colonoscopy AI auxiliary diagnostic software, which can use AI technology to assist clinicians to discover and identify colon lesions in real time. Xiao Health applied for 15 invention patents for related technologies.

As early as 2018, Tencent released the first AI medical product Tencent Film, and declared that it could achieve screening of multiple diseases such as early esophageal cancer, cervical cancer, and breast cancer to reach cooperation with nearly a hundred hospitals. Baidu launched the AI ​​fundus screening all -in -one, and successively launched the medical AI products of the two TO hospitals of smart division and CDSS (clinical decision -making support system).

However, many medical AI products are currently very ribs from the doctor. A reporter from the Trinanar Hospital's oncology surgery pointed out to the 21st Century Business Herald: "You can't say it is useless, but the effect is indeed limited and free of charge, but it is difficult to buy it."

From the current point of view, the layout of the Internet giants in the medical field has not won much. For example, JD.com's health and Ali Health are still using drugs as the main source of revenue; other companies such as Baidu have previously rely on their huge traffic to sell advertisements. The model is also unable to continue because of the special nature and strict supervision of the medical treatment itself, especially after the "Wei Zexi incident" has suffered a devastating blow.

Shi Lichen, a senior observer in the industry, believes that although the Internet factories have the advantages of traffic on the line, but the particularity of medical care is very strong, and its own strong attributes make it difficult to realize it directly. At the same time In the system, there will be difficulties in large factories to do online diagnosis and treatment. In addition, medical insurance is also a difficulty in development.

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