In recent years, China's health industry has great potential for development due to its aging population, rising awareness of health consumption, and constant policy dividend. This has attracted more and more capital and enterprises to the layout, but due to different advantages, there is a difference in the focus of the health industry.
The health industry market has huge potential
Health industry is an association of related industries formed with the extension of health idea. At present, China's health industry chain mainly has five basic industrial clusters: one is the medical service industry which is the main body of medical service organization; The second is the pharmaceutical industry, which is the main body of drugs, medical devices and medical consumables. Third, the health care products industry, which is the main body of health food and health products; The fourth is the health management service industry, which is the main body of health inspection assessment, consultation service, adjustment rehabilitation and guarantee promotion. Five is the healthy pension industry.
Due to the favorable factors in various aspects, China's health industry has a better future. Policy, the central committee of the communist party of China in 2016, the state council issued the "healthy China 2030" planning outline, which states that by 2020, the health industry total scale will exceed 8 trillion yuan, in 2030 will exceed 16 trillion yuan. This means that "healthy China" rises to national strategy, and the health industry will become a pillar industry of the national economy. In terms of social environment, with the improvement of the income level of China's residents, the pace of upgrading of the consumption structure has been accelerated, and the demand for healthy consumption has gradually been released, and the capacity of the health industry has also increased. In terms of payment, in 2015, the insurance control fee was beginning to pay off. The basic medical insurance fund of the town showed that the annual income was greater than the expenditure in 2015 and 2016, and the revenue growth exceeded the rate of expenditure growth. At the same time, commercial health insurance is becoming a new payer for medical health.
As a result, some industry insiders predict: "the health industry will be about 20 trillion in the next five years." At the same time, the potential gold mine has attracted the attention of many foreign capital.
Lay out the typical business capital of health industry
Medical industry: wanda
Dalian wanda group is the dominant domestic commercial real estate. Wang jianlin, founder and chairman of wanda, which has been making frequent moves in the medical industry over the past two years, has said bluntly: "within five years, the healthcare industry will be wanda's new pillar industry".
There are three reasons for wanda's large-scale expansion into the medical industry, because wanda itself has a nationwide ownership property and has a strong geographical advantage in the medical industry layout. Because our country medical service system was still in the stage of backward, part of the middle and rich understanding of cost is not sensitive for more high-quality expert treatment, perfect medical services, the demand such as good medical environment and the diagnosis efficiency is very urgent. Three because the central government to the real estate industry regulation tightening, developers the land cost more and more high, but because of medical policy environment more open, medical use of land prices are cheap and location is good, the development of medical health industry highly profitable for developers.
In two years, wanda invested 144 billion yuan in a massive medical industry.
Announced on January 6, 2016, wanda will be in Shanghai, chengdu and Qingdao total investment 15 billion yuan to build three comprehensive international hospital, the hospital will be run by the international group of hospital operation management and use of IHG brand. All three hospitals have been named yingci wanda international hospital, and IHG will ensure the operation of the three hospitals through international medical institutions such as the international medical and health agency certification joint commission. In terms of the progress of the project, Qingdao yingci wanda international hospital, with investment of RMB 2 billion, is now under construction, with 200 beds and plans to open in July 2018. Shanghai yingci wanda and chengdu yingci wanda will start construction this year, with investment of 8 billion yuan and 5 billion yuan respectively, with the number of beds being 1, 000 and 500 respectively.
On April 6, 2017, wanda group and chengdu municipal people's government signed a memorandum of strategic cooperation, which will cost 70 billion yuan to build a world-class medical center. The center of the medical industry will plan A and B areas, A is A comprehensive hospital area, and wanda will be responsible for introducing 2 top international hospitals and 8 international first-class hospitals. Area B is the medical industry park, which will introduce 30 medical related enterprises. In addition, wanda has signed a strategic cooperation agreement with huaxi dental hospital of sichuan university, which plans to invest 9 billion yuan to open 300 dental clinics in wanda plaza across the country.
On July 3, 2017, wanda group in kunming new signing three investment projects, including wanda planned investment of 50 billion yuan in the city of kunming, makes the medical treatment and health as the core, both sports, health, vacation, business, commercial, residential, and other functions of world-class medical care and health industrial park.
In a variety of factors, driven by real estate funds into the medical industry gradually into the boom, now more than a wanda, Evergrande property holdings, the world RongZhaoYe, green scene real estate enterprises are also medical industry layout.
Pharmaceutical e-commerce: alibaba
Alibaba, the world's largest retail trading platform. In recent years, there have been a lot of gains in pharmaceutical e-commerce. Its flagship platform in the field of pharmaceutical health is ali health, which carries the health part of alibaba's "Double H" strategy.
The current operations of ali health are focused on pharmaceutical e-commerce, product traceability, smart healthcare, health management and other fields. Based on alibaba's own e-commerce advantages, the focus is mainly on pharmaceutical e-commerce. For alibaba, "new retail" is a big trend in future business development, and the pharmaceutical industry is no exception. Ma said that in the next decade or two, there will be no e-commerce, and online offline and logistics must be combined to create a true "new retail".
Based on this, ali health has combined multiple drug stores in the medical and health fields to achieve the goal of the new retail industry.
In May 2016, ali health and desheng tang, baijia huisu, baishuang, kang aido and other 65 drugstores, jointly announced the establishment of "China pharmaceutical O2O pioneer alliance". Pioneer development so far, the coalition has begun to take shape, health 2017 earnings, according to ali has to co-operate with more than 200 chain stores, covering the whole of China through the city of more than 20000 pharmacy stores. In other words, over 10 months, the number of cooperative drugstore stores doubled and the number of drugstores doubled.
In September 2016, ali health generation operation Tmall medical protocol approved by the shareholders meeting, to provide a full range of outsourcing for Tmall medical pavilion and value-added services, assist Tmall develop its health care electrical business and charge. Ali health and Tmall medical center are two highly synergistic businesses within the ali system. After providing outsourcing services, ali health will be fully integrated Tmall medical pavilion, behind the Tmall medicine rely on large taobao users and members of the health has full access to the ali for the layout of the management of medical network, slow disease and medical O2O services, achieve their respective business model upgrade, form a complete business closed loop.
Through the vanguard alliance and Tmall medicine B2C platform construction and operations, is beneficial to integration of ali health online health product and service system, for terminal customers provide a richer variety of products and a variety of convenience service. At the same time, ali health will continue to lay out the distribution of pharmaceutical supply chain, step in from the upstream supply chain, and more closely provide high-quality and affordable products to downstream merchants.
In the pharmaceutical business, there are not only ali health, but also Vipshop, jd.com and sf.
If the partition is like a mountain, the boundary should be cautious
Although the health industry to present a hot investment boom, but interlaced such as hills, relatively special health industry especially in medical, pharmaceutical industry, investment return period is longer, the investment threshold is higher, has no experience in the related background of capital is very easy to face high costs, long cycle, low success rate of dilemma.
, of course, in cross-border health industry investment outside the capital, there are success stories, but the most success with itself highly fit, good at field and the pricing strategy, channel cut into a variety of factors, such as success very difficult to be copied, is also very easy to enter the competition is intense, subsequent weakness. |
