Industry Observation of Youde Group: Hot spot analysis of medical e-commerce, health management and big health industry

1, see a doctor online.

Online medical care can subvert the operatio

Industry Observation of Youde Group: Hot spot analysis of medical e-commerce, health management and big health industry

1, see a doctor online.

Online medical care can subvert the operation mode of traditional medical care and improve the convenience and efficiency of patients seeking medical treatment. Soon after its rise, it was sought after by many capitals headed by BAT. With the government actively promoting the "internet plus" wave, online medical care, as the product of "Internet+medical care", has also obtained more preferential policies and a good policy environment.

In recent two years, the government has issued many related policies, which provide policy guidance for the development of online medical care. At present, the PC-side coverage of the online medical industry is wider, but the users of mobile apps are more sticky, and the registered consulting apps show a pattern of "one super and many strong". From the whole process of medical treatment, the value-added income of users mainly comes from online consultation and out-of-hospital rehabilitation, and the paid services are all "one-on-one doctor consultation services".

2. Medical e-commerce

China medical e-commerce is still in the growth stage. With the loosening of the government's regulatory policy on prescription drug sales, the market size of pharmaceutical e-commerce is expected to reach 300 billion yuan. Stimulated by broad market prospects and loose policies, a large amount of capital poured into the field of medical e-commerce, and investment enthusiasm gradually warmed up.

The large demand for drugs, the relaxation of online prescription drug sales policy, the high enthusiasm for capital investment and the development of Internet technology are the main driving forces for the rapid development of pharmaceutical e-commerce industry. The pain points in the traditional pharmaceutical circulation chain determine the future development potential of pharmaceutical e-commerce. B2B and B2C are the mainstream business models at present, and medical O2O is the future development direction. Therefore, for powerful enterprises, they can enhance their market competitiveness through omni-channel operation.

3. Gene sequencing

The downstream application market of gene sequencing is extensive, and the potential market space is huge. As a typical technology-intensive industry, the gene sequencing industry has a high average profit level, and the core technology is in the hands of upstream enterprises in the industrial chain, thus occupying a major advantage in the whole industry. Gene sequencing started late in China. With the rise of the concept of precision medicine, gene sequencing, as its entrance, is favored by investors. In recent years, its development has been accelerated, but it is still in the early stage of development, and its business model is relatively simple.

Driven by many favorable factors, the gene sequencing industry in China has developed rapidly in recent years. As the world's most populous country, China has great imagination for the development of gene sequencing, and the development prospect of non-invasive prenatal testing is the most concerned. But the technical barriers of the whole industry are very high. Due to the lack of core technology, the upstream equipment and consumables market of domestic enterprises is basically monopolized by foreign giants, making it more difficult for domestic enterprises to seek development in the upstream. Data analysis is the bottleneck of current industry development, and it is also the main breakthrough for domestic enterprises to seize the initiative in the future.

4. Pension industry

According to the data of the National Office for Ageing, the population over 60 in China will reach 248 million in 2020, and the aging level will be 17%. 20 15 By 2020, with the development of economy and the change of China people's concept of providing for the aged, the consumption level of the elderly will also be improved. Taking GDP growth rate as the average annual consumption growth rate of the elderly, assuming that the compound GDP growth rate is 6.5% in the next five years, by 2020, the annual consumption amount of each elderly person will be about 13700 yuan, and the market size of the old-age care industry will reach 3.4 trillion yuan.

Private capital can innovate in the way of entering the cause of providing for the aged. Some pharmaceutical companies that have the conditions to produce health care products can extend the industrial chain, invest in the construction of old-age care institutions, promote the sales of their health care products, and achieve "win-win"; Other private hospitals with unsaturated workload can also make rational use of idle resources to serve the aged. Moreover, after industrialization, private pension institutions can operate in different cities, which can meet consumers' demand for novel leisure pension and fill the gap in state-owned pension institutions.

5. Health management

Concerns caused by food safety, high incidence of chronic diseases, air pollution, and the increasing demand of wealthy people for healthy living provide opportunities for the development of health management. The potential planning of China health management market is about 60 billion yuan, but only about 3 billion yuan has been completed at this stage. More than 5 million market vacancies need to be filled, and the health management industry has huge room for future development.

Health management is in the stage of market cultivation, with low market awareness, and some health management concepts cannot be generally accepted by the public. The overall profitability of the industry is low, but the profitability of sub-sectors such as health checkups is good. With the deepening of people's understanding of health management, a huge market will rise.

6. Commercial medical insurance

Commercial medical insurance is a sunrise industry, the level of medical informatization has improved, and the market scale has reached 1000 billion. It is estimated that it will reach10.8 trillion yuan in the next decade. Commercial medical insurance is supported by the government's policy, and the CSRC strongly advocates the development of commercial health insurance. In the future, serious illness medical insurance will usher in explosive growth.

In the future, China's medical insurance may move from universal basic medical insurance to "basic medical insurance, supplemented by commercial medical insurance", and commercial health insurance will usher in explosive growth. Because critical illness insurance is defined as meager profit by the government, the motivation for health insurance companies to intervene in the future lies in the secondary development of "health management industry chain" with huge customer resources and government support, so as to share benefits from the big cake of health management. Insurance companies will increasingly participate in the medical insurance system.

7, medical beauty

With the improvement of the income level of China residents, more and more people begin to pay attention to beauty. In recent years, medical beauty has shown a rapid development trend, basically maintaining a growth rate of more than 15%, with a good market prospect, which is very prominent in the big health industry.

At present, the market concentration of medical beauty institutions is not high, and there are few institutions with great brand influence. Investors can strive to develop the brand chain, take the lead in making the brand famous in the market and carry out professional development. For example, South Korea's medical and beauty industry has a clear division of labor, and doctors only specialize in a certain project that they are best at, so it is more powerful. Investors can learn from South Korea's division of labor model of medical beauty, introduce advanced equipment, upgrade medical technology, attract high-end medical beauty talents, and create a collection of medical beauty with health as the goal.

8. Healthy tourism

China has entered an aging society. China's existing elderly population has exceeded 200 million, and it is increasing by nearly 8 million every year. By 2050, the elderly population in China will reach one-third of the total population, and the elderly population is more inclined to health tourism. In addition, the state encourages the diversified development of tourism, and healthy tourism is an important sub-industry of tourism.

Investors should pay attention to the fact that health tourism is different from general tourism. It must be developed together with health activities and health projects, and it is developed with the help of ecological methods, such as health activities and projects in sightseeing and entertainment. Healthy tourism needs to innovate the development mode according to local conditions, strengthen regional cooperation, implement the cluster development of healthy tourism and promote the overall optimization of regional tourism. In addition, combining the cultural context of health preservation with the folk characteristics of tourist areas can improve the taste and grade, which is conducive to launching projects with distinctive themes and reasonable configuration, and forming high-quality cultural ornamental products and natural ornamental products.

The content comes from Decoding the Big Health Industry.

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