Two weeks ago, Ma Yun's Yunfeng Fund proposed to privatize Aikang Guobin, ending the acquisition battle of Yikang Guobin and Mei Nian Health for nearly half a year. In the past six months, the two sides have raised prices from the initial US$17.8/ADS to US$25/ADS. Ikang Guobin even filed a lawsuit against the health of the United States for three years, accusing the US of health violations of the business secrets of the Aikang Guobin and the United States. In the course of the health acquisition of Ci Ming’s medical examination, he violated the Anti-Monopoly Law.
If it wasn't for the sudden emergence of Ma Yun, the acquisition of Ikang Guobin and Mei Nian's health was just a commercial war that was regarded as another story of "dog blood"; but the emergence of Ma Yun, we have to re-examine, the medical examination industry in this The status and significance of the Chinese Internet godfather's heart, and the value and prospects of the "Internet + physical examination" in the entire 10 trillion-level medical health industry in the future.
What is certain is that Ma Yun’s start of the Ikang Guobin is bound to accelerate the integration and mergers and acquisitions of private medical institutions. In the future, it will not even rule out the promotion of Ikang Guobin and the health of the United States under the power of capital, as it was a few years ago. Merger.
However, a basic fact of the medical examination industry is that the market share of more than 90% of the medical examination market is public medical examination centers throughout the country, and this situation will not change for a long period of time. Therefore, how to avoid the big capital to integrate the industry's sharpness in the way of heavy assets, and to ingeniously incite and integrate the medical examination market occupied by the majority of public institutions by means of light assets is a major opportunity for the medical examination industry in the next 3-5 years.
Ma Yun’s “Wild Hopeâ€: Closed Loop of Medical Health Industry with Medical Examination as Entrance
Ma Yun’s vision and ambitions for the health care industry are well known, but progress has not been smooth. Taking Ali Health, the integrated platform of Ma Yun's medical and health business, as an example, its development in the past six months has been quite unsatisfactory; the CFDA has regained the right to operate the electronic regulatory code of drugs, and the plan to integrate Tmall's online business into Ali's health has been terminated. The progress of the hospital business is also quite slow.
China's medical system is a highly administrative and fragmented system. It is difficult for Ma Yun to effectively incite this inherent industry pattern in the short term, even if Ma Yun has higher financial strength and operational capabilities. Perhaps because of this, Ma Yun chose to start from a more market-oriented medical examination industry, integrate the medical examination industry with strong financial strength and market operation capability, and cooperate with its Alibaba Health and other medical health businesses. The ultimate intention is to build It covers the entire industry closed loop of health management, medical services, medical e-commerce, medical insurance payment, and commercial health insurance.
Re-examine the medical examination industry. Because the physical examination is mainly for healthy people, it can effectively track and test the health status of a person before they actually become ill, and thus provide rich health management and corresponding medical services such as various medical treatments and referrals. And the health insurance plan, naturally has the status of the health care industry entrance. At the same time, the whole life cycle health data will be accumulated during the whole process of physical examination, and the complete electronic health record will be formed together with the hospital's electronic medical record. It is the foundation of future graded diagnosis and treatment and various Internet medical service operations. The strategic value is self-evident.
Ma Yun’s current Ikang Guobin is the second largest private chain medical examination institution in China after the health of the United States. It can be expected that Ikang Guobin will accelerate the scale expansion and actively integrate with Ma Yun's medical and health business. Regardless of whether the healthy future of the United States is intended to be like the drip and quickness of the past few years, it will eventually merge with Ikang Guobin, or look for the BAT thighs outside Ma Yun and continue to "love each other" with Ikang Guobin. The future private medical examination market will be a capital-led feast.
Dental Sealing Machine,Sealing Packing Machine,Dental Pouch Sealing Machine,Plastic Pouch Sealing Machine
ZHEJIANG FOMOS MEDICAL TECHNOLOGY CO.,LTD. , https://www.ifomos.com