Review of 2014 Mobile Healthcare: Capital Flocking Giants Admission

For the mobile medical industry, 2014 is destined to be a milestone.

1. Guided by the benchmark project, the investment institution “can’t sit still”

In 2014, a large amount of capital swarmed into the market, and the investment and financing related to the mobile medical field was surging, which also deeply reflected the changes in the market. If mobile medical undercurrents surged in 2013, then 2014 was a year of industry blowout. Over 80 projects were invested in the whole year, and the total financing target was close to 700 million US dollars, double the sum of the previous four years.

Almost every month, investment institutions have announced heavyweight investment targets, refreshing our perceptions again and again, letting us "interstellar crossing". In addition to the two giants that Tencent Fund has thrown $170 million, there are four main types of investment projects: 16 wearable devices, 10 medical services, and 13 medical applications. There are 6 projects in the health application category, and of course some of the more unique projects cannot be classified.

Second, the "large volume" players began to enter the market

Judging whether an industry will usher in an outbreak opportunity, in addition to looking at relevant markets and policies, it is also necessary to consider whether "large volume" players are involved, such as BAT360 and Xiaomi. They continue the "interlace" in finance, e-commerce, taxis, education, banking, O2O, film and television, etc. Nowadays, the war has spread to the mobile medical field.

1. Alipay “Future Hospital” program, Ali Health, Drug Supervision Code and Tmall Medicine Museum

“Future Hospital” is a mobile medical platform that Alipay is building, and they hope that the cumbersome medical procedure will be simple. In the future, patients can directly complete registration, waiting for payment, payment, viewing inspection reports, and doctor-patient interactions. For example, under normal circumstances, the patient needs to call the doctor's call number or the large screen to display the serial number in the clinic. In the future, the call number can be queried on the mobile phone, and the time to go to the clinic according to the real-time call number can be arranged, and the clinic door can be omitted. Waiting.

When the patient's test report or diagnostic report results, the patient can view it directly on the mobile phone. In addition, when the doctor prescribes the prescription, the patient can pay directly in the Alipay system, so there is no need to go to the window to wait in line; because they have passed, the medical card is bound to Alipay, and the settlement problem with the medical insurance will follow The ecological evolution is resolved, and after the completion of the visit, the patient can also evaluate the hospital.

Ali Health: At the beginning of 2014, Ali acquired 54.3% of CITIC's 21st century shares, which is the key to the overall layout of Ali Health, not only because they have an online sales license, but also the only drug regulatory code system in China. At present, they seem to have done two big business: First, they want to master the “faucet” of data: because data-driven operation is the foundation of large pharmaceutical companies, it is the basis of e-marketing. The same cooperation with insurance companies is also a key bridge. Second, it is currently in Shijiazhuang and Hangzhou to land Ali health, starting from the C-end, by taking prescriptions on the platform to buy drugs. This fact is in the state before the start of the separation of medicines in the country, born with the entire pharmaceutical industry chain, breaking the existing interests of doctors and hospitals, and wanting to form a new monopoly similar to Taobao in the e-commerce structure through its own powerful strength. status. Through strong subsidies and government administrative orders, two-wheel drive is used to achieve the goal, and progress is not going well. However, Dr.2 believes that there is a possibility of a pilot of the national strategy, so it is necessary to dialectically. At least it has shaken a big stone and may form a market expectation.

The drug supervision code and the top-level design of the Tmall Medical Museum may form a large closed loop with Alipay Future Hospital and Ali Health. I have written a lot of related articles and will not repeat them.

2. WeChat "full process visit platform" and cross-platform "card position" acquisition

The patient only needs to scan the WeChat QR code or search for the relevant "hospital name" to add attention, fill in the simple personal information and bundle the medical card, and then use the mobile phone to complete the appointment process, such as appointment registration, payment, waiting queue query and inspection report inquiry. The WeChat team also joined hands with local health bureaus to announce the unified appointment of the “XX Health Link” WeChat public service number, and strive to create a “pocket hospital”. After all access to the network, the public will be able to enjoy the full process services such as appointment registration, health file inquiry and WeChat payment for many local hospitals. In the future, further resource integration, from Tencent's two-month investment in the clove garden and registered network can sniff some clues.

However, from the "combat" areas of the two sides, Alipay has a more aggressive offensive, taking the lead in accessing more than 20 provinces, while WeChat has won more than 70 hospitals in five provinces and cities, but because the share of WeChat mobile terminal is significantly higher than Alipay, from The C-side is reversed and the future is still full of variables.

3. "Safe Health Manager"

On October 28, 2014, Ping An launched the health care app “Safe Health Manager”, which includes five modules: asking about diseases, seeing famous doctors, visiting the community, collecting information and measuring health, and focusing on the concept of doctors and family doctors. A private health consultant, featuring instant online consultation with a doctor, and a one-on-one private doctor service. Its publicity can provide users with services from medical consultation to daily health consultation, and can develop personalized health management programs for users according to their health status, reminding users to maintain good healthy living habits. Weekly launches the “Medical Doctors” series of consultations to conduct online medical interactions with users.

Ping An Health combines the advantages of its original medical institutions and insurance customer resources, reverses the strategic layout, and implements the integration of diagnostic and therapeutic consultation claims. However, the current user activity is not high, and broke through the boundaries of "Party B and Party B" in the business model, and will inevitably push a group of original medical partners to the opponent, and the future success or failure is unpredictable!

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