Medical: Internet medical boom rises to recommend 8 shares

The national strategy takes the lead and the supporting policies need to be continuously introduced.

1) Since 2012, the State Council has promulgated the “Twelfth Five-Year Plan for Health Care Development”, and proposed to promote the construction of medical and health information from the national strategic level;

2) In the following years, under the background of the development of “big health industry” and “supply-side reform”, the State Council and the Health Planning Commission successively released the core policies restricting the development of the Internet medical industry , involving more doctors. Practice, online medical treatment , graded diagnosis and treatment, medical e-commerce, etc.;

3) The standardization measures are synchronized, and the follow-up policies have yet to be steadily launched. The medical e-commerce industry regulatory measures draft for comments, the Beijing Municipal Health Planning Commission's regulation of network plus, etc., and the need to introduce relevant policies in the prescription drug online sales, pharmacy custody and other aspects to pave the way for the industry.

Basic technological innovations provide continuous motivation for Internet healthcare

1) Hardware device end: Innovations in chip technology and sensor technology provide basic guarantees for the Internetization of wearable medical devices, monitoring devices, and medical equipment;

2) Medical data end: Informatization, big data storage, and cloud computing technology have improved the operational efficiency and application value of traditional medical big data ;

3) Medical technology end: Accurate medical treatment is officially included in the 13th Five-Year Plan and is listed in the national key R&D plan, which indicates that China will deeply integrate with information technology and Internet technology in disease prevention, diagnosis, treatment, medication and rehabilitation.

Diversified business models, undecided industrial structure

1) Pharmaceutical enterprises + Internet medical treatment: Traditional pharmaceutical companies have opened up online strategic layout and expanded the large health industry. For example, Guizhou Bailing teamed up with Tencent to build Guizhou Chronic Big Data Center and Guangzhou Pharmaceutical Baiyun Mountain to cooperate with Ali Health in pharmaceutical e-commerce, future hospitals, modern logistics, etc.; Yiyi Pharmaceutical joined hands with pharmacies to enter the pharmaceutical retail O2O market;

2) BAT+ Internet Medical: BAT has built its own Internet medical system, each with its own strengths. Baidu is better than the combination of professional medical and health resources to create a healthy medical environment; Ali intervenes in the medical business through existing e-commerce and payment advantages, and changes the channels of medical resources; Tencent follows the medical service-based medical business layout and builds smart medical care. system;

3) Insurance + Internet Medical: Insurance will use Internet medical care to exert greater value in control fees, channels, and insurance. In recent years, insurance companies have launched Internet health management insurance products to conduct health management, health risk intervention, and chronic disease management for insured people.

With the advancement of policies and the accumulation of successful social experience, Internet medical care will continue to maintain a rising trend. It is recommended to continue to pay attention to related companies: Haihong Holdings, Wanda Information, Entrepreneurship Software, Yunsheng Medical, Yihua Health, Jiashitang, Shanghai Pharmaceutical, and Jiuzhoutong.

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