Multi -pronged JD health creation of new medical and health services "model"
Author:Securities daily Time:2022.09.28
With the "Measures for the Supervision and Administration of Drug Networks" (hereinafter referred to as the "Measures") was officially announced this month, the Internet "drug selling" policy boots finally landed. From the perspective of the industry, this new regulation has provided regulations on drug network sales management, platform responsibility performance, supervision and inspection measures, and legal responsibility, which means that pharmaceutical e -commerce will move towards a more standardized era, and related enterprises in the industry will also welcome the welcome Come to long -term benefits.
After the release of the new rules, JD.com responded that the "Measures" created a safer and orderly industry environment for the development of the digital pharmaceutical health service industry, which will further promote the social significance and economic significance of online sales drugs to better meet the better satisfaction The public's needs for medical treatment. The company will conscientiously practice the spirit of the Measures and take on the responsibility of the company's main body. On the basis of obtaining phased results, continue to strengthen the entire process of online drug sales and operation in accordance with laws and regulations, and cooperate with the competent authorities at all levels to promote the "Measures Measures "Implementation.
Earlier, JD Health released the midterm performance report: During the reporting period, the total revenue was 20.2 billion yuan, an increase of 48.3%year -on -year. It can be said that in the context of the environmental complexity and uncertainty at home and abroad in 2022, this Internet medical company not only handed over a transcript with a very bright growth, but also provided a new type of medical treatment for the development of the industry. The "template" of health services.
The introduction of the Measures has also made the capital market more actively optimistic about the pharmaceutical health sector. Many investment banks such as Yamato and Nomura have given JD.com's "buy" rating. The Yamato Research Report raised Jingdong Health 2022-2024 non-international financial reporting standards for profit forecast by 2%to 9%, and the target price was adjusted from HK $ 75 to HK $ 77.
"Measures" promote the development of "Internet+Drugs"
Continue to improve the one -stop experience of "Medicine+Service"
According to the latest mid -term performance report released by JD.com, as of June 30, 2022, JD.com's annual active users have exceeded 131 million in the past 12 months. More than 22.7 million. Jingdong Health also launched three consultations services for "Expert Online", "In -the -Blood Medical Medicine", "Night Emergency", to provide more users with professional, intimate and convenient online medical and health services. During the reporting period More than 250,000.
In this regard, Jingdong Health stated that as a leading new medical and health service enterprise in the industry, professional and reliable is an important reason for users to choose the products and services provided by them. Jingdong Health always adheres to the professional capabilities of the medical health supply chain and medical and health services. By creating the ultimate user experience, it continues to meet more users' personalized needs.
It can be seen that for C -side users, JD.com provides far more than simple "drug" services. The mid -term performance report shows that in terms of retail pharmacy business, JD health has continuously strengthened the synergistic effects of self -employment, online platforms and omnicular business. At the same time, on the basis of continuous enrichment of medical and health products, it has continuously improved on disease science popularization and single disease management. , Pharmaceutical services and other fields, improve the "medicine+service" one -stop experience.
Among them, in terms of supply chain system, as of June 30, 2022, JD.com used 20 pharmaceutical warehouses and more than 450 non -pharmaceutical warehouses in JD Logistics. Covering over 240 cities across the country, the offline DTP pharmacy of Jingdong Pharmacy is expanded to 26 provincial administrative regions across the country.
At the same time, during the reporting period, JD health assisted cooperative merchants to conduct a full range of business digital upgrades. The omni -channel service "Jingdong Pharmaceutical Express" has worked with the merchant to operate an ecosystem and various performance methods, and has joined hands with more than 60,000 merchants and provided omni -channel services covering the full -time period for users in more than 400 cities.
With the implementation of the "Measures", Jingdong Health believes that on the one hand, it further accelerates the efficiency of social public services of pharmaceutical e -commerce; on the other hand, it can guide the development of "Internet+drug circulation" and support drug circulation enterprises and the Internet Enterprises strengthen cooperation, promote online and offline integration and development, cultivate emerging formats, and maximize the value of "Internet+" drug circulation.
On the other hand, in accordance with the latest provisions of the Measures: Retailing enterprises in pharmaceutical networks should also establish an online pharmaceutical service system, and pharmacists or other pharmacy and technicians who have been qualified by law to carry out prescription review and deployment, guidance and reasonable medication.
It is reported that in fact, at the beginning of the 2016 JD pharmacy, it officially put into operation and operation of the country's first COPC standard (customer service provider trademark standard) and 100%practicing pharmacist online pharmaceutical service center. At the same time, JD Pharmacy's intelligent "pharmaceutical knowledge base" solution formed based on artificial intelligence and other technologies can also be reminded by drug safety risks to supplement the assistance with doctors and pharmacists.
At the same time, JD.com's mid -term performance report shows that during the reporting period, JD.com also officially launched pharmaceutical outpatient services. Through cooperation with clinical pharmacists, the cost of acquiring personalized pharmaceutical services was reduced, helping users solve the post -hospital diagnosis after one -stop drugs. question.
Create a "digital infrastructure" for medical and health services
Help industry to speed up transformation and upgrading
From the "Detailed Details of Internet Diagnosis and Treatment (Trial)" released in the first half of this year, to the latest "Measures for the Supervision and Administration of Drug Network Sales", as the industry supervision policies have landed and the continuous opening of market demand, the Internet medical industry is welcome Come a new period of development. It is worth noting that companies with industry influence, such as JD.com, began to create a new performance growth point for themselves through the "feeding" industry ecosystem. Over the years, JD health has precipitated a set of high -quality medical service system "digital infrastructure" through continuous integration of medical and health resources and continuous innovation service models. At present, while this digital infrastructure helps JD.com's health to improve its own efficiency, it has also begun to use in more and more B -end, G, and H -end scenarios to help medical institutions, governments, enterprises and other parties and other parties. Customers have accelerated the transformation of digital intelligence.
The mid -term performance report shows that during the reporting period, Jingdong Health reached a strategic cooperation with Beijing Diquan Hospital affiliated to the Capital Medical University to help them establish an Internet hospital; at the same time, they also assisted in the Internet Hospital of Cangzhou Central Hospital Internet hospitals that are connected to medical insurance, users can use medical insurance to pay online hospitals to retract, purchase medicines, and deliver medicines to home, and other medical health services.
At the same time, Jingdong Health released a corporate health strategy for corporate customers. By integrating the five major capabilities of "medical management insurance", the two major scenarios covering health management and medical treatment, and providing customized solutions include enterprise emergency rescue management, employee weight management , Employee Psychological Health Management.
At present, Jingdong Health has reached strategic cooperation with China Petroleum Natural Gas Group, China Telecom Group, FAW -Volkswagen Group, Yili Group, Bank of Communications, and other companies. At the same time, Jingdong Health also jointly launched the "Employee Health Care Action" with multiple enterprises to help enterprises establish employee health risk assessment and early warning mechanisms to improve the level of enterprise health management.
In addition, at the 2022 Jingdong Health Digital Intelligent Medical Conference held on August 20, JD.com first disclosed the "digital wisdom medical" solution system that promoted the medical service system to achieve high -quality development, and accelerated the integration of medical service scenes. , Medical institutions are interconnected, and the value of the medical industry is connected.
It is understood that JD.com Health Digital Wisdom Medical Solution System includes: "Technical Opening Platform", "Big Data Application System", "Operating Support System" and "Supply Chain Management System", and through integrated delivery models Comprehensive and customized digital wisdom medical solution.
In this regard, Jingdong Health emphasizes that as a new type of medical and health service company, in the future, it will continue to use open strategies and technological innovations to improve the supply chain efficiency in component, productization, platform, and ecologicalization, promote technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology and technology be promoted. The deep integration and innovative application of medical services has become a powerful engine for the high -quality development of the medical service system, allowing the goal of developing the digital economy and accelerating the realization of the large health field. (Wu Zhan)
(CIS)
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