Release date: 2015-06-08 Ali Health issued a “Profit Warning†announcement on May 28th to take stock of the financial situation from April 1, 2014 to March 31, 2015. According to the announcement, after initial review, Alibaba Health's staff costs and sales and marketing expenses increased significantly during the period. It is expected that the loss for the fiscal year will increase by 200% from the previous year. The loss of Ali Health last year (April 1, 2013 to March 31, 2014) was HK$34.6 million, which was approximately RMB 27.67 million. The announcement stated, “With the mission of the company to build an online community that is a participant in the Chinese healthcare market, and to pursue the long-term and better development of the Group.†As of March 31, 2015, Ali Health launched several projects. Expand into new business areas, such as setting up a cloud hospital platform, socializing the flow of electronic prescriptions, and signing strategic cooperation agreements with a number of healthcare market participants. In addition to staff costs and new business development, the announcement also mentions that the other two expenses are write-offs of intangible assets and provision for bad debts. These two expenses are likely to be related to the write-off of the Oracle Settlement Agreement and the investment in the Chinese drug electronic regulatory platform. Since Alibaba's shareholding in CITIC's 21st century in January 2014, the increase in Alibaba's health over the past year has been mainly reflected in the medical infrastructure including cloud hospital platform, socialization of electronic prescriptions, and China's drug electronic regulatory platform. Input. It is understood that Ali's healthy electronic prescription social circulation business has been stopped by the new CEO, and subsidies for consumers have been suspended at the end of last month. The carrier tool of this business is Ali Health APP. Consumers can use APP to upload prescriptions, wait for the platform to cooperate with pharmacies to quote, and then select and complete the transaction. The pharmacies selected after payment will deliver the medicine to the door, and enjoy 30 minus 10 Offer. The amount of the concession is subsidized by Ali Health, and the subsidy strategy similar to the taxi software has made Ali's health pay a huge cost. It is understood that the cooperation with a pharmacy in the emerging pharmacy is less than three months, and the amount of Alibaba's health order subsidy is nearly 360,000 yuan. In the eyes of many mobile medical professionals, Ali Health APP is unprofessional. The reason is that buying a drug is different from taking a taxi. The taxi system is not suitable for applying medicine software. In fact, the user experience of this app is really not very good, there are many slots for long quotes, no response, and so on. In the author's view, drugs are standard products, B2C, C2B and D2P are the mainstream, and O2O is not the mainstream. For life service products, O2O is the mainstream. In addition, the cloud hospital platform relying on Ali Health APP is called “Medical Valley†and may also face the dilemma of being adjusted. Because the platform must first have traffic or user base, Ali Health is a newly developed APP, user scale. Not big enough. Although Ali is the Internet giant, but on the mobile side, there is no image-like product. Tmall, Taobao and other APPs are more like PC-side migration. In addition, fast taxis, high-tech maps and other products are acquired through acquisition. Can Ali Health develop a super-app like WeChat on the mobile side? If you develop independently, it can be very difficult, because in the Internet world, great innovation comes from entrepreneurial companies, and it is difficult for large companies to incubate real innovation. For Ali Health, the most sensible strategy is to acquire a more mature product on the market, but if a company has developed its own products, it is difficult to choose to buy, which is like when a person has his own child. After that, he naturally feels that his child is better than other children. In 2014 , the pharmaceutical B2C market grew at a rate of 83%, compared with 166% in 2013. If we hope that explosive growth will occur in 2015, we need the help of capital, policies and models. When the prescription drugs are released, it is still unknown. Capital can’t be met, and it can only be icing on the cake. Then the only possibility for breakthrough growth is Innovating on the model, the biggest bright spot of China's pharmaceutical B2C market last year was on the mobile side, and the mobile terminal “Little Lotus was sharp and sharpâ€, and the drug purchase APP generated 290 million sales. Wang Yanxiong, chairman of Kang Aiduo online pharmacy, predicts that the mobile side will promote a refreshing business model, and this new business model can promote the explosive growth of the industry. How the new CEO of Ali Health will adjust these is the business that deserves attention. Perhaps, broken arm regeneration is the way out for Ali's health. It has proven that failure or unlikely business success is simply cut off, re-examining the policy environment of the pharmaceutical industry, in-depth study of user usage scenarios, and pragmatic innovation attempts are the most realistic. Strategy. There isn't a surprising drug purchase app on the market yet. Ali Health has an opportunity, but it may be wise to find a good seed purchase, just like Ali's fast-paced taxi. The mobile end is nowhere to go, Ali Health must kill a sunny road! Although Ali Health has the largest traffic import in the industry, it is a stock for Ali, and the increase depends on the breakthrough of mobile. Source: Chinese pharmacy Scar Stickers,Fake Wound Stickers,Silicone Gel Dressing,Silicone Gel Scar Dressing Henan Maidingkang Medical Technology Co.,Ltd , https://www.mdkmedical.com Staff costs and new business development costs have increased dramatically
The electronic prescription social circulation business has been stopped by the new CEO
Can't escape the mobile end test