互联网医疗钱路慢慢,IPO的平安好医生恐难独善其身

The National Policy recently issued the "Guiding Opinions on Promoting the Development of "Internet + Medical Health"", which is like rain in the Internet at the stage of exploration. The introduction of this policy pushed Internet medical care to the center of the "stage", and each channel capital took the opportunity to show its talents in the Internet medical market.

At present, the main Internet medical companies in the market include micro-medicine, Ping An Good Doctor, Chun Yu Doctor, Lilac Garden, etc. These enterprises are flourishing in the Internet medical market with innovative operating models, and the market as a whole is booming. But is this really the case?

Established only 4 years ago, Ping An Good Doctor has obtained many resources with the support of Ping An Group and achieved very good results in the Internet medical market. However, while enjoying the benefits brought by the Internet, the safe and healthy doctors who were born with the golden key were affected by the industry and became awkward.

Internet medical care is not much, the market development is difficult

Internet + medical can maximize the scope of services and further enhance brand influence. In 2015, the Internet medical market broke out. Under the policy support and market attraction, various capitals swarmed in. The market had at most 5,000 related companies. With the increase of the number of people entering the market, the market is gradually crowded up, and many enterprises that “scream the slogan” for the sake of high interest have emerged, and the development of the company has been in a state of anxiety.

In the second half of 2016, the market entered a cold winter period. According to the latest data, there were thousands of Internet medical companies that were cancelled in China last year. Today there are only 50 companies left in the market, and the reason for the serious shrinkage of the market is that the company has been catalyzing for a long time. With the advent of the Internet medical industry bubble era, false pain points, giant crushing, and low profitability are all key to accelerating corporate “death”.

There are a large number of Internet medical companies that have not survived the cold winter period, so they "dead", such as medicine to force, neighboring doctors, Meihe doctors, etc., while safe doctors, micro doctors, Chun Yu doctors and other survivors in the next development It is not easy either.

Recently, the mobile terminal was experiencing a medical auction advertisement ranking event, reminding people of the "Weize Zexi incident" two years ago. Although the "Interim Measures for Internet Advertising Management" was introduced before, the incident was controlled, but recently such incidents have revived. The entire Internet medical industry has been criticized.

In today's Internet medical market, most enterprises are still in a state of loss, corporate profits are difficult, and as the number of users increases, the amount of losses is greater, which is the drawback of the subsidy program. Under such a state, some Internet medical companies can't bear the transformation, and some have collapsed... In short, how to minimize the damage when grabbing market share has become the main problem facing enterprises.

For Internet medical care, it is difficult to completely realize the sharing of information resources. The use of surplus resources in hospitals is not in place, and the scope of Internet medical enterprises is limited. In addition to information sharing, shared medical care can also solve the problem of uneven distribution of medical resources and idle resources. Relevant data show that the use rate of medical equipment in China is less than 40%, and shared medical care can share the remaining 60%, making full use of physician resources and related equipment. Compared with Internet medical care, shared medical care has improved resource utilization and is more in line with market development in the application of scenarios.

In addition, because Internet medical care is limited by various problems such as network speed and image quality, and is affected by the medical system mechanism and people's traditional concepts, Internet medical care is really accepted by people and still has a long way to go. Moreover, it is always a tool and can only serve as a guide and suggestion.

In general, Internet medical treatment has solved the problem of imbalanced medical development in some areas, sinking high-quality resources and bringing more benefits to patients. It is a major advancement in the medical market. The broad market prospects have caused the “Internet medical tide”, which includes the transfer of traditional physical hospitals online and the entry of innovative enterprises. However, under the craze, there have been many companies that have caught the fish in troubled waters. Among them, the safe and good doctors who are unicorns in the Internet medical industry seem to have unlimited scenery, but in fact there is suffering.

In a troubled world, a good doctor has a hard time

Nowadays, the development of the Internet medical industry is transitioning to a mature stage. From the beginning of the “flow dispute” to the current expansion of the application scenario, the industry has developed more smoothly after the market shuffle. According to relevant data, the number of Internet medical users in China is 253 million, and the market penetration rate is 32.7%. The safe doctor with nearly 200 million registered users has become a veritable industry giant. But in this case, is the safe doctor really invincible? Not always.

First of all, Ping An’s doctor is too dependent on the Ping An Group. As of the end of last year, Ping An’s registered users have reached 190 million, and most of these users have no connection with Ping An Group. Among them, the five major users in the platform are from Ping An Life, Ping An Bank, Ping An Property Insurance, Ping An Hewlett-Packard and Ping An Health Insurance under the Ping An Group. At the peak, these five user revenues accounted for 75.5% of the total health of the doctors. Platform resources and profitability are limited to Ping An Group.

Secondly, Ping An’s doctors have a large number of users, but they have poor liquidity. Under the subsidy program, the number of registered users of Ping An Doctor is almost 200 million. However, it is still losing money every year. From the establishment of the company to December 31 last year, the loss was 2.221 billion yuan. The main reason for the loss was the large amount of money burned in sales and marketing. Although there are capital support behind Ping An’s doctors, long-term losses and capital are unbearable. Once there is a problem that the flow of funds cannot keep up, enterprises will face an unprecedented dilemma.

In addition, users who receive subsidies have a low retention rate for the platform, and once the subsidy is suspended, there will be a significant reduction in users. Nowadays, the market is in the exploratory stage, and the subsidy plan is basically implemented on all platforms. The same is true for safe doctors. According to relevant data, in 2016, Ping An’s doctor spent 600 million yuan on various subsidies, and added 130 million new users. This situation is similar to the “ticket replenishment” of the online ticketing platform. If the subsidy is cancelled, the number of users will decrease, as will the medical platform.

Finally, the main business is not clear, and the family doctor service of the platform is not raised to the health and service level, and it is still only a drug trading platform for users. The family doctor service as a key project does not predominate in the proportion of the income of Ping An Doctor. In 2017, the income of Ping An Good Doctor Camp was 242 million yuan, accounting for 13% of total revenue. The income of consumer medical camp was 655 million yuan, accounting for 35%. The income of health mall was 896 million yuan, accounting for 48%.

Although the current safe medical doctors in the Internet medical market are at the forefront, they have a certain right to speak. However, if it continues to burn money unrestrainedly, then the company will face a crisis of capital chain breakage.

Get rid of the limitations of market development, where is the safe doctor road?

As of October last year, China's 6,800 public hospitals have entered the Internet medical field, which plays an important role in promoting the development of the medical industry. As far as a safe doctor is concerned, there is still a long way to go before it can turn a profit into a win in the increasingly chaotic market and get rid of the obstacles brought by the market.

On the one hand, how to achieve profitability without keeping the market share down is a problem that needs to be solved urgently by doctors. Although the company has been emphasizing that it is currently acquiring traffic, it is not in a hurry. But long-term burning of money is very likely to fall into a financial crisis. Nowadays, the number of safe doctors is close to 200 million. The traffic is already large enough to be realized.

Enterprises can start from the vertical segmentation field and break through the market one by one, such as the maternal and child field and the aging field. The opening of the second-child policy has expanded the size of the maternal and child market. Relevant data show that this year, the maternal and child services market is forecast to reach 1.4 trillion. Moreover, today's population is becoming more and more aging, and there are no more than 230 million elderly people over the age of 60 in China. Under this flood, the market demand for health care and medicines is increasing.

In addition, on the Internet medical platform, the user's appointment registration rate reached 67.1%, and the family doctor service of Ping An's doctors did not have the opportunity to perform. Therefore, enterprises should strengthen the business management of family doctor services, and on the basis of drug transactions, focus on the level of health management and services, expand more scenarios, and build a bridge between business and users.

On the other hand, for a safe doctor, it is essential to get rid of the excessive dependence on the Ping An Group and strengthen its independence and autonomy. According to the research institute data, Ping An’s doctors accounted for 81.36% of the 808 consumer portfolios of Q3 last year, which were sold to individual users by Ping An Group.

What a doctor needs to do is to establish a cooperative relationship with other enterprises, and jointly develop a number of hospitals under the offline line to realize the interoperability of resources and bring more choices to enterprises. It can also alleviate the impact of Ping An Group on the platform. After all, multiple partners have multiple outlets.

“Life and death” is hard to avoid, and the medical market will never be outdated. According to the World Health Organization survey, the number of people in the world who are truly healthy is only about 5%, 75% are in sub-health status, and 20% are diagnosed with diseases. Looking at the data alone, the size of the Internet medical market will only grow bigger and bigger. According to relevant data, the scale of the Internet medical market is expected to reach 90 billion yuan in 2020.

As far as the current development is concerned, the medical accidents frequently exploding in the Internet medical market are continually consuming the trust that people have not had much, and the problems such as serious losses and difficult profits, such as safe doctors and other giants are also trapped. Subject to many restrictions. In this regard, a safe doctor can vertically divide the field through the layout, and join a number of online and offline enterprises to create a medical ecosystem and expand the scope of services, in order to protect its position in the industry.

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