How does Lenovo, which has been in the layout for more than 20 years and has uncertain strategy, get a ticket for smart medical care?

In recent years, more and more technology giants have targeted the medical field. But at present, it seems that only two medical e-commerce companies, JD Health and Ali Health, are at the head of the industry. Moreover, the performance of technology giants in this field is also unremarkable.

Compared with these two technology giants, Lenovo Group has a long history in the medical field, but Lenovo Medical has been in a state of thunder and rain. As a result, they have to devote themselves to smart medical care for many years, but so far, the cooperation between the two sides has failed to achieve remarkable results in the field of smart medical care.

Lenovo Intelligent Medical Solution

What's more, with the outbreak of the medical and health industry, Lenovo's subsidiaries have also laid out this field in succession, and there has been a trend of their own, but still no product can successfully break through.

0 1

Layout medical care for twenty years,

Finally committed to peace.

Lenovo has been in the medical industry for more than 20 years since 1999. In the past twenty years, the development of Lenovo Medical has about three important nodes:

1999 ~20 16, struggling medical informatization: At the beginning of the 20th century, the home computer industry was in a golden age, and Lenovo's main energy was on the growth of PC business. Although in 1999, Guangming Daily reported Lenovo's medical information products, it seems that Lenovo has not invested too much, and the progress of Lenovo's medical care is very slow.

At the end of 2009, China started the "352 1 Project" of health informatization construction in the Twelfth Five-Year Plan, and both the central and local governments increased their investment in medical care. This is the way out for Lenovo Medical to take off, especially in the case of 20 10, when the growth of home computers slowed down, Yang began to put forward "PC+" and began to expand diversified development, and medical care was one of them. In theory, Lenovo has laid out medical care for ten years, and with the promotion of policies and companies, it has a great chance to successfully break through in the medical field.

Who would have thought that in the past ten years, Lenovo has failed to go deep into medical care, and it can do nothing in the face of a highly vertical public medical industry. At the beginning of 20 12, Lenovo made a strategic decision and announced that it would enter the medical industry in an all-round way and set up an independent medical department. In 20/2/20/20/2004, Lenovo's main market was private institutions, and it was not until 20/20/2004 that large-scale 3A hospitals were laid out. Large companies make slow decisions and actions, and their employees are unprofessional, and eventually they fail in private medical institutions. In the end, Lenovo did not seize the cusp of medical informationization.

Lenovo wisdom medical treatment

From 20 16 to 20 18, the layout of smart medical care in Zhuifengkou: In the past two decades, smart medical care has played an important role in the anti-epidemic process. In the same year, the Food and Drug Administration issued many certificates for three types of medical devices, and smart medical care is about to enter an outbreak period. Looking back on 20 16, it is regarded as the first year of smart medical care by many people. On February 20 16, Lenovo registered Beijing Lenovo smart medical information technology co., ltd.

Smart medical care is a technology that is very suitable for future medical care. 2065438+September 2006, a group of senior executives of Lenovo Group, including Yang, injected capital into Beijing Lenovo Smart Medical Information Technology Co., Ltd., and the registered capital of the company increased from 44 million to 80 million. Looking back from today's 202 1, Lenovo's actions are very advanced. Unfortunately, although the layout is good, the inertia of hardware companies is too strong, and they are defeated in the competition with many startup companies.

From 20 18 to now, Lenovo Medical has invested a lot of money in smart medical care for more than ten years, but it has been tottering, and finally chose to let go on 20 18. On 20 18 and 20 19, Ping An Venture Capital was continuously introduced, and the equity of Ping An has exceeded 5 1%, which means that Ping An Group has obtained the controlling right of Lenovo Smart Medical, and the company was renamed as Beijing Ping An Lenovo Smart Medical Information Technology Co., Ltd.

Anxiang Smart Medical Financing History

In the field of medical informatization, it is associated with an "early morning", even compared with the old information giants such as Neusoft, Weining Health and Chuangyehuikang, but in the end, the "late collection" failed to catch up. Although enjoying smart medical care is backed by two giants, it is also a double-edged sword. How to break through in the game between the two giants is becoming more and more difficult. Even if you rely on capital means to go public and cash out, you can't guarantee business success.

02

Lenovo medical dream never dies?

The subsidiary is still on its own.

After Ping An Holdings, Anxiang Smart Medical can no longer represent Lenovo Medical. However, in the face of the huge medical market, did Lenovo really give up like this? The answer is definitely no.

The annual report disclosed by Lenovo Group 20 16 shows that its revenue growth rate dropped to single digits for the first time, and only 2% entered a period of low-speed development. The huge medical market has since become a future industry that shoulders the company's future performance growth. Although Lenovo lost its absolute control over Anxiang Smart Medical, Lenovo Group did not stop its layout in the medical field.

In July 2020, Lenovo H3, a medical-grade wearable three-lead dynamic ECG recorder developed by Lenovo Research Institute, was the first self-developed product in the history of Lenovo Group, and obtained the medical device registration certificate. Through continuous and accurate ECG monitoring and analysis, this product can find the abnormal situation of heart activity in time. It took more than 20 years to get the first Class II device certificate, and Lenovo's actions in the medical field are worrying.

Lenovo intelligent equipment

At Ma Chi 202 1, which just returned to China, Lenovo Lingtuo Medical, a joint venture company, displayed the latest technologies and products of Lenovo's medical industry, the industry-leading layout of panoramic hospital data center infrastructure, six major medical data center infrastructure solutions, five major medical industry solutions, and other basic products such as intelligent transformation and upgrading of multiple medical scenarios with full-stack capabilities, as well as many terminal solutions such as the whole-process health management innovation model.

There is no doubt that in the gradual rise of the medical and health industry, more and more giants will not let go of this market. On the whole, the number of products developed by Lenovo in the medical field in the past 20 years is not small, and the products and businesses counted today are only part of Lenovo's medical products.

However, in the view of deep dive atom, with the popularization of software and hardware technology, product research and development is no longer an absolute barrier. Perhaps every subsidiary of Lenovo Group has research and development capabilities in the medical field, but not every enterprise has corresponding marketing capabilities. Products that can't be sold can't help Lenovo hand in excellent report data. In the past 20 years, Lenovo has not made great achievements in the medical field. Perhaps on the one hand, it neglected the medical field and failed to go deep into the medical field. On the other hand, it may be an excessive waste of internal resources. Today, without a highly unified strategy and layout, it is difficult for Lenovo Medical to win.

03

Industry competition is escalating,

Investment may realize Lenovo's medical dream.

In the last two months, the field of wisdom has been surging. At first, Weining Health's proposed stock exchange merger and acquisition of Venture Capital Huikang Project was almost successful. Then, it was assumed that Medical submitted the prospectus, Iflytek Medical also broke the listing plan, and several Kun technologies obtained another 700 million financing. Now with the improvement of the environment and capital market, the competition between enterprises will become fierce.

In the past ten years, various sub-sectors of science and technology in China have experienced a reshuffle from the initial barbaric growth, to the midway merger and bankruptcy, and finally to the survival and completion of the industry. With the outbreak of the smart medical industry, a new round of reshuffle may be ushered in. Previously, Shenrui Medical acquired Yi Tu Medical, which officially opened the "new navigation" era of smart medical care. For enterprises that have not found the key to commercialization, survival will become the main theme of the next development. Even if Lenovo Medical is backed by a big tree, it is not easy to enjoy the cool.

The way out for Lenovo Medical is probably in the investment field, and Lenovo in the medical field is booming. Lenovo Star has successively invested in smart medical enterprises such as smart imaging company Qianglian Zhichuang, gene diagnosis company Kayudi Bio, Firestone Medical, Main Gene, etc. Firestone Medicine has been successfully listed, and Main Gene has also submitted a prospectus on the Hong Kong Stock Exchange. In the field of smart medical investment, Lenovo Star has long been famous. Yang's Lenovo Venture Capital also invested in video medical care after giving up Lenovo smart medical care. Although it is still slightly insufficient compared with Lenovo Star, it also shows relevant potential.

Maybe you can learn from Tencent and become an investment company after the 3Q War. China has become the third largest smart medical market in the world after the United States and Japan, and will continue to expand. Lenovo can't make medical products for 20 years, but Lenovo has many investment institutions, and investing in professionals is also a way out.