The General Office of the State Council recently officially released the "National Health Care Service System Planning Outline (2015-2020)". Analysts believe that the "Healthy China Cloud Plan" is a major highlight of this outline, and is "Internet +" in the field of medical and health service systems. The specific practice, related medical informationization , telemedicine services, mobile medical and other segments will usher in a five-year golden development period, and the investment institutions of relevant stocks deserve long-term attention.
Industry background: The medical industry will welcome the “big data eraâ€
Smart Healthcare was born in the concept of “Smart Earth†proposed by IBM in 2009. According to data provided by IBM, Shanghai Health Information System produces 10 million pieces of data per day, has established 30 million electronic health files, and has read 100 million times a day. The total amount of information has reached 2 billion. With the advent of the era of big data, the informationization of the medical industry has also ushered in its own "big data era."
China's Internet (smart) medical has experienced the exploration period, and has entered the start-up period. The market is growing at a high speed, the business model will continue to be clear and perfect, and the leading segments of the segment will emerge. The Internet medical market is huge: in 2014, the global mobile medical market is about 7 billion US dollars, and China is 3 billion yuan. China's mobile medical market will maintain rapid development in the future. By 2017, the market size is expected to reach 20 billion yuan. The compound growth rate is over 80%.
In terms of policies, the General Office of the State Council officially promulgated the "National Medical and Health Service System Planning Outline (2015-2020)". The outline proposes that by 2020, the three major databases of population information, electronic health records and electronic medical records will cover the entire population. And the information is dynamically updated to comprehensively build a national, provincial, municipal, and county-level population health information platform, and actively promote the development of mobile Internet and telemedicine services.
Looking for a good ticket: grab the faucet, stick to the medicine long cattle
Shen Wan Hongyuan analyst Du Zhou believes that the medical and pharmaceutical industry chain is divided into five major links: the front end is pharmaceutical manufacturing and equipment manufacturing, the middle is pharmaceutical circulation, then hospitals and retail pharmacies, then to patients, and finally to medical insurance payers. Corresponding to the five main subjects of Internet (wisdom) medical treatment:
First: the main part of the wearable device for the manufacturing of medicines and devices, on behalf of the company: Jiu'an Medical, Bao Laite;
Second: the pharmaceutical circulation link corresponds to the main body of medical e-commerce, on behalf of the company: Jiuzhoutong, Ali Health;
Third: hospitals and retail pharmacies correspond to network hospitals and medical information entities, on behalf of the company: Yihua Health, Wanda Information;
Fourth: the service around the patient is comprehensive;
Fifth: the medical insurance payment link corresponds to the medical insurance control fee PBM main body, on behalf of the company: Haihong Holdings, Weining Software.
Du Zhou believes that as of March 2015, A-share Internet medical care involved 33 investment targets:
Wearable devices / cloud health management: Jiu'an Medical, Sannuo Bio, Lepu Medical, Furui Shares, Bao Laite, Rongke Technology, Handing Shares, Zhongjing Electronics, Fenda Technology.
Medical e-commerce: Ali Health, Shanghai Medicine, Jiuzhou Tong, Yixintang, Jiashitang, Ruikang Medicine, Yiling Pharmaceutical, Kangmei Pharmaceutical, Taiantang, and Tomson.
Medical Informatization: Hejia Shares, Weining Software, Wanda Information, Neusoft Group, Huaping, Yinjiang, Donghua Software, Digital Zhengtong, Guangyi Technology.
Network hospital / network consultation: Yihua Health, Langma Information, Meiya Optoelectronics, Yunsheng Industrial.
Medical insurance control fees: Haihong Holdings, Weining Software, Wanda Information.
Du Zhou believes that the four key success factors of Internet medical: have core resources (medical or Internet); cater to market demand, meet just needs; constantly improve business model: outstanding entrepreneurial team.
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