Authoritative channels have learned that Internet medical care is in full swing, which means that the future development potential of related industry chain concept stocks is very huge and deserves close attention.

"Internet + medical" rushed to the 3 trillion medical reform feast

The Internet giants represented by BAT are rushing to the ground, and the listed companies that have sniffed business opportunities have decisively tested the water. The “new upstart” of the mobile medical industry has risen rapidly and is highly popular with capital... These capitals are chasing three trillions of Internet medical care. market. However, whether it is BAT, or Weining Software, Haihong Holdings, etc., are still exploring a reliable business model. The preliminary conclusion of the Shanghai Internet News "Internet +" research group is that the future of mobile medical competition is likely to be carried out in four business models: "grab the doctor", "contention", "spelling the line" and "body" ”

The real "Internet +" is an innovation that can reduce transaction costs, improve social efficiency, and enhance human well-being. The Chinese medical and health field, which has been plagued by dysentery and ill health, is no longer in need of "Internet +" to reshape the data. After a month of research, the reporter found that from the government to the enterprise to the hospital and even the doctors, they all tried to test the water and take the Internet medical treatment. Domestic medical industry experts confessed to reporters: "Capital is so chasing because everyone is eyeing the 3 trillion-level market."

Government-enterprise linkage

On July 4, the General Office of the State Council officially issued the "Guiding Opinions on Actively Promoting the "Internet +" Action" (referred to as "Opinions"). The "Opinions" proposes that by 2018, the Internet application in the health care field will be more abundant, and the social service resource allocation will be continuously optimized. The "Opinions" focus on promoting a new model of online medical care. Develop Internet-based medical and health services, support third-party organizations to build medical information sharing service platforms such as medical images, health records, inspection reports, and electronic medical records, and gradually establish a medical data sharing and exchange standard system across hospitals. At the same time, all types of medical institutions at all levels should actively use the mobile Internet to provide convenient services such as online appointment diagnosis and treatment, waiting for reminders, price payment, medical report inquiry, and drug distribution.

On July 6, the relevant person in charge of the Policy and Regulation Department of the Central Network Information Office stated that the scope of management of Internet medical health information should be based on problem-oriented, both necessary and feasible. In terms of management methods, the licensing system can be transformed into a filing system to strengthen supervision during and after the event.

On July 10th, giants such as BAT, China Mobile [-1.09%] and Weining Software gathered in Beijing to discuss “reconstructing medical ecology”, and the highly anticipated “reMED2015 China Internet Medical Development Report (Second Edition)” will follow Released.

In fact, since 2014, the Internet giant represented by BAT has launched a strong market for Internet medical treatment. Some listed companies that have sniffed business opportunities have also decisively transformed the Internet business of testing water. At the same time, Dr. Chun Yu, registered network, clove garden, etc. The “new upstart” of the mobile medical industry has risen rapidly and is highly popular with capital. “Capital sees three trillion-level markets,” said Xie Wei, a domestic medical industry expert.

The reporter learned that the health service industry market is very huge, but the strong role of the system limits the strength of the capital nuggets. The state encourages the society to run doctors, but the construction of private hospitals is not easy. The main limitation is that the core elements doctors cannot supply them, that is, doctors do not have enough motivation to go to private hospitals to supply a larger health service market. However, Internet medical care is trying to solve this pain point. Doctors can build their own brands in remote consultation and chronic disease management through technology communication methods such as the Internet, and better upgrade the medical service market.

Trillion market

From the perspective of marketization, health services are divided into three major markets: factor market, fundraising market and medical service market, and these three markets are the “three trillion markets” of capital chasing.

According to statistics, in the factor market, the distribution of the entire drug is currently 1.4 trillion yuan; the second is the insurance market. Last year, the commercial health insurance was 147.3 billion yuan. According to relevant national policies, the commercial health insurance market will reach 1 by 2020. One trillion yuan; the third is the medical service market, which is expected to become a big market of 10 trillion yuan in the future. "This explains why the capital is chasing the three trillion-dollar markets. The market is big and the pain points are naturally many opportunities. If you use the technical means of the Internet to explore, the business opportunities will be further magnified. "Xie Wei told reporters.

Another opportunity for the Nuggets market is the commercial health insurance that is embedded in the insurance market. According to reports, in China's medical financing market, Chinese medicine insurance is too strong. At present, social insurance financing accounts for about 40% of per capita income, 10% of which is medical insurance financing, and 30% is used for old-age care. The proportion of commercial insurance financing decreased. Although 40% of the income is used for social security, when you see a doctor, you still can't get the protection of the country, and you are faced with the dilemma of “difficult to see a doctor and expensive to see a doctor”. In fact, this also proves that there is still a problem with the allocation of medical resources, and the core problem of medical reform has not been resolved.

There are problems with business opportunities. Some people who focus on medical and health research believe that if the proportion of medical insurance financing is reduced, commercial insurance is supplemented, and the allocation of medical resources is really allocated by the market, the above-mentioned medical reform and dysentery are expected to be resolved. According to the relevant national industrial policies, the commercial insurance market should be expanded from the current 140 billion yuan to the 1 trillion scale in 2020. The role of the market economy must be amplified. The core of medical reform must also focus on the above issues.

Mode to be solved

Although Internet medical is targeting a huge market of trillions of dollars, the profit model is far from being formed. “Whether it is BAT, or Weining Software and Haihong Holdings, we are still exploring a reliable business model.” A PE partner with a focus on Internet medical investment said.

The reporter learned in the survey that most companies involved in Internet medical treatment are at a stage of meager profit or even loss. A person in charge of the company admitted to the reporter: "This is a strategic loss. Internet medical care is a blue ocean market. Its market prospects and profit imagination are huge. Now it is actively investing in accelerating strategic layout so that the company can occupy the future medical service market. Dominance."

However, the general direction is clearly visible. Xie Wei, an expert in the domestic medical industry, pointed out in an interview that the core of the entire medical service system is to balance the three-party relationship. One is the demander (patient) of the service, the other is the supplier of the service (the doctor), and the other is the payment of the service. (insurance), this is not only the basic principle in health economics, but also the economic law to be followed in the development of Internet medical treatment. The "Internet +" does not subvert medical treatment, it can only make this principle work more innovative and more effective.

The preliminary conclusion of the Shanghai Stock Exchange survey is that the future competitive situation of mobile medical care is likely to be carried out in four business models: “grab the doctor”, “contention”, “downline” and “body”. Many mobile medical entrepreneurs and investors have told reporters that at present, who has seized the above four competitive situations, it is also expected to seize the opportunities in the future mobile medical market. At the same time, "reMED2015 China Internet Medical Development Report" pointed out that Internet medical care will reconstruct five aspects of health management, medical treatment, medical experience, prescriptions, and doctors and patients' ecology. At the same time, the key to industry development lies in supporting policies, lack of standards, and information. Resolution of issues such as sharing. (Shanghai Securities News)

Yitong Century: The main business is stable and the new business continues to advance

The main business has something to watch, and the logic of multi-province expansion is fulfilling. When Yitong Century was first listed in 2012, the main sources of income were Guangdong Mobile and Ericsson. From the situation in recent years, we found more and more projects outside of Guangdong Province, especially the integrated generation project, 2014 In the following markets, the company has integrated and integrated business: North China Region - Shandong Mobile, Inner Mongolia Mobile; East China Region - Zhejiang Mobile; Huaxi Region - Sichuan Mobile; South China Region - Guangdong Mobile, Guangxi Mobile Hunan Mobile, although the size of new orders entering the market is smaller than that of Guangdong Mobile, the trend of diversification of customers is becoming more and more obvious. It is also worth noting that the company will further expand other businesses through integrated and integrated services, such as network engineering and network optimization. It is expected that the proportion of revenue outside Guangdong will further expand in the future. For the industry trend, we believe that the industry concentration will be further improved in the future. Yitong Century has the full integration capability of communication network services. In the future, it will directly benefit from the increase in concentration and the share will continue to increase. In addition to operators, Yitong has also reached cooperation agreements with domestic manufacturers such as Huawei and ZTE, and its customer structure is more diversified.

New business continues to advance, and big data, smart healthcare, and the Internet of Things are the focus. The announcement of the capital increase of Mantuo information and the establishment of Yitong Xinhua are all the layout of the company in terms of new business. The information of Mantuo is mainly to make big data, which is more in line with the development goal of the company's smart operation strategy. Yitong Xinhua mainly expands. Guangxi Smart Medical Project has steadily expanded on the basis of smart medical care to areas such as smart tourism, smart transportation, smart education, and smart communities. In addition, the company has actively invested in big data network optimization products and big data marketing products and Internet of Things applications in 2014, and is expected to become a new growth point.

Investment suggestion: Yitong has seized a share in the communication service market across the country. The excellent main business development has laid a solid foundation for the company's overall performance. New business including big data, smart medical care, and the Internet of Things are steadily advancing. It is worth looking forward to. Estimated EPS for 2015-2016 is 0.44 yuan and 0.65 yuan respectively. We maintain the investment rating of Buy-B, maintain the target price of 35 yuan, and actively recommend. Essence Securities

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