Weiyi has received more than 1 billion yuan in financing.

Zhongxin Jingwei July 4th Digital Medical Service Platform Weiyi recently received financing of over 1 billion yuan. Different from the previous investment from foreign dollar funds or insurance companies, the leaders are the state -owned industry investment funds in Shandong Province.

From the perspective of the news, since the end of 2019 proposed "digital health", this business has become its core business model as a whole in multiple regions; Layout. It was once considered by the industry that the model is too heavy, invested too high, and involved the main body of the medical industry. After about 2 to 3 years of investment construction and operation, the business has a relatively mature revenue contribution. Closing nearly 100 million yuan may be an important reason for the continuous betting of capital.

"Chunjiang Water Warm Duck Prophet", investors began to vote with real gold and silver. This financing undoubtedly injected a "strong needle" into the digital medical market in the second half of 2022. Although the market is still in the stage of shocking, the scarce and high -quality targets with high certainty and strong growth have got money in this mouth. In addition, when the state -owned assets changed the previous secretly watching and turned to the end, it also reflected that the state and local governments's vigorous support and development of the digital medical and health industry are strengthening.

State -owned assets bet "Digital Health Communist"

It is generally believed that China's Internet medical industry has entered the "second half". An important sign is that the market's valuation logic of the Internet medical platform 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 Internet medical return to "seriousness seriously Medical.

In the future, it is difficult to say that the Internet "selling medicine" is a good business. Reflected in the secondary market of Hong Kong stocks, related platforms that focus on pharmaceutical e -commerce business have fallen by more than 70 % from higher points, reflecting the low emotions of the market.

With the encouragement of policies, there seems to be more opportunities to focus on the platform of "serious medical care" services. Weiyi is one of the representatives of the track. According to media reports, the reason why micro -medicine harvested the "favors" of state -owned assets was largely due to its "digital health community" business.

The business is the "cash cow" of micro -medicine. To put it simply, based on the ability of micro -medicine to accumulate before, relying on regional Internet hospitals, integrated medical and health service institutions, and forming Internet medical courses and health management and protection organizations. The efficiency of the payment of commercial insurance payment, so as to achieve the improvement of the regional health index "is the value proposition of its business.

Of course, the market is more concerned about whether "digital health" has enough commercial value or growth potential?

According to media reports, Weiyi in the "digital health communities and revenue of various cities in these provinces reached the size of a third -level hospital." Weiyi has not disclosed detailed data on this issue, but roughly calculates, the family is a family. Ordinary tertiary hospitals have a year -old revenue of about 5 to 800 million yuan. Combined with its digital health communities, it has implemented in many places in Shandong, Tianjin, Fujian, Shanghai and other provinces (cities). Already have enough room for growth.

Logic behind state -owned investment: people's livelihood+industry

Another concern to the financing is that the investor is the state -owned industry investment fund in Shandong.

Qingtong Capital Research shows that in a considerable time after the epidemic, state -owned assets will maintain strong participation in investment guidance, and some market -oriented funds are also increasing cooperation with local governments to guide funds.

Qingtong Capital also believes that state -owned assets have obvious preference for projects, mainly for mature standards, and have considered considerations in the project stage, region, and performance. At the same time, they prefer regional projects to drive the development of the local real estate industry.

Therefore, it is not difficult to understand the core logic of the national assets and war investment--

The catalysis of the epidemic and the increasingly clear industry supervision policies, localities have a relatively urgent need for promoting economic development and improving people's livelihood services through the large health industry. The multiple values ​​and superposition effects generated by digital health on serving people's livelihood, gathering industries and replicatability, naturally made micro -medicine a "excellent option" for investment in state -owned industry funds.

From this perspective, micro -medicine is indeed a target that is easily cut.

According to reports, Weiyi has achieved good results in digital health in Shandong before. Its service covers 16 cities in Shandong Province, with a total of 18 million insureds, with an online consultation of more than 8 million, and nearly 2 million people in the service. The implementation of service institutions such as medical care and finance has achieved industrial agglomeration, such as the establishment of Shandong Bianzheng Group. This gives Shandong state -owned assets to continue to increase the confidence of micro -medicine.

It is reported that in addition to the state -owned assets of Shandong, there are also many state -owned industry investment funds in many places. Develop and improve people's livelihood services.

What kind of "chess" is the next game?

Back to Weiyi, the company's discussion in the industry has always been high, but it is always difficult to compare it with other companies in the same company. Through its "digital health" business, it will find that it is increasingly not like a traditional "Internet medical platform", and it is becoming more and more "heavy". In traditional sense, the Internet platform is the most good at "four or two pounds". In order to invest more digital technology, leverage extensive resources, and use technological potential energy to "reduce dimensionality" to achieve rapid expansion. This is in retail and finance. There are fields such as travel and other fields.

In the past, the Internet medical platform was generally this way, but people discovered that medical care is different from other industries. This is an area with high barriers and high professionalism. The logic of the Internet "traffic is king", which was once regarded as Guizhou, is frequently dumb in this industry, and many Internet medical companies have folded.

Micro -medicine may be aware of this, or it has tried it but has not succeeded. In recent years, it has continued to lay out an online and offline integration layout, which is combined with the traditional public medical service system.

The most significant point is that it is different from most other Internet medical platforms, "One or two Internet hospitals to fight the world" lightweight. Weiyi has now landed in 34 Internet hospitals across the country, of which 19 have opened up medical insurance payment -considering the Internet considering the Internet Behind the hospital is supported by physical hospitals, that is, at least 34 physical medical institutions of micro -medicine have a certain level of diagnosis and treatment service capabilities. The large -scale purchase of strict medical insurance departments.

It is the Internet hospital that has opened up medical insurance payment that micro -medicine can be able to implement "digital health" in all parts of the country.

In the actual business landing, Weiyi even went to black. For example, according to public reports, according to public reports, in Shandong, Weiyi "digital health communities" can be launched in more than 50 chronic disease service centers in Jinan, Tai'an, Weifang and other places through integrating large medical institution resources to provide patients with Online and offline "Three Divisions" services; in Tianjin, the Tianjin grass -roots digital health community and the city's grass -roots medical institutions established by Weiyi and the city's grass -roots medical institutions. More than 600,000 patients with blood pressure patients.

Looking back now, the micro -doctor has a lot of choices: the huge investment in the early stage of "digital health" and the "fine cultivation" in the growth period, it is bound to be difficult to get returns quickly, or it will drag the performance of its financial statements; and when it is timely After laying the "pipeline", "infrastructure", and after the normal operation, its large -scale revenue capacity is unmatched by conventional Internet medical online services. More importantly, micro -medicine has established competitive barriers based on this. This type of format often brings the rainbow effect of related industrial resources. This may also be an important reason for attracting local state -owned assets. (Zhongxin Jingwei APP)

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