JD health disclosed its performance, and the "war" of internet medical service is about to start

[pharmaceutical network industry trends] recently, at the 2019 JD health Partner Conference, JD Health announced that it has become the leading pharmaceutical retail channel in China In three years, Jingdong group, which accounts for 15% of the pharmaceutical retail market, announced the establishment of Jingdong health sub group in May this year, and completed the financing of US $1 billion, with a valuation of nearly 50 billion yuan Xin Lijun, former vice president of Jingdong group and President of Jingdong retail life service business group, was transferred as CEO of Jingdong health In less than half a year, Jingdong health retail accounted for more than 15% of the total pharmaceutical retail sales, contributing more than 60% of the sales of specialized drugs, and more than half of the drugs were sent to cities below the third tier More than ordinary people's drugstores, DASHENLIN and Yifeng drugstores and other offline chain drugstores In the past three years since its establishment, "pharmaceutical Jingcai" has become one of the domestic third-party pharmaceutical wholesale platform giants, covering 21 provinces and more than 400 cities The channel has sunk to the town level, and will continue to sink in the future At present, the battle line of JD health in the medical field has been fully opened The business sector is divided into three major areas: "medical supply chain, medical service and chronic disease management" In addition, JD health app is expected to go online by the end of the year, and the layout of these areas will complete the complete closed-loop of the whole health industry chain from online to offline
The strategic layout of Jingdong Internet hospital is mainly to cooperate with the hospital It has more than 30000 doctors from 327 cities of 32 provinces and autonomous regions in China, 62% of them are from the top three hospitals, 80% of them are at or above the level of primary treatment They can carry out appointment registration, outpatient service, telephone consultation, online diagnosis and treatment room, post diagnosis management, vaccine appointment, disease science popularization and education, health Health service package and other medical services The person in charge said that in the future, JD health will also enter the field of chronic disease management "strongly" It has started to combine the advantages of major public hospitals in China to carry out the chronic disease management of special disease specialty, aiming at the chronic diseases represented by cardiovascular, cerebrovascular, diabetes and mental diseases, integrating Internet technology and medical resources A hotly contested spot is Internet plus medical health Besides Jingdong health, Ali, Tencent, and Ping game player are actively taking advantage of the layout line in the past year Big health industry is one of the key areas of Ali's layout in recent years Ma Yun, the founder of Alibaba, also put forward the "double h strategy", that is, health and happiness, and pointed out that the area where the next bat level enterprise is likely to be born is medical health For this reason, Alibaba health has been separated from the whole system and listed in Hong Kong stock market Ali just completed the privatization of Aikang Guobin at the beginning of this year, and recently spent nearly 5 billion yuan to take over 10.82% of the shares from the controlling shareholders of medical giant meinian health, becoming the second largest shareholder of meinian health This may be because most of the traffic in Alibaba's previous layout is centralized online and not connected with offline traffic Due to the single dimension of the existing health data, it is difficult to form a more complete health file to provide support In one year, alibaba will win the two giants of physical examination, and form a complete flow entrance and data source by connecting with offline physical examination institutions
Since its establishment in 2014, Ping an good doctor has been actively grasping the policy opportunities and market demand, and created a unique service mode of "Internet plus artificial intelligence + 1000 people scale own medical team", working with hospitals and offline pharmacies to provide users with one-stop service including 7*24 hours online consultation, referral, registration, hospitalization arrangement, second medical advice and 1 hours of delivery By meeting the medical and health needs of users and individuation, the medical value of Internet has been greatly brought into play In August 2019, Ping'an good doctor launched a strategic innovative product, Ping'an good doctor · private doctor On the first day of its launch, Ping'an good doctor entered into strategic cooperation with 29 global industry giants, with a total signed amount of more than 300 million yuan Tencent, one of the Internet giants, chose chain drugstores as a part of its offline layout of internet medical services On October 9, according to media reports, Tencent plans to invest about $500 million in the Chinese drugstore business of Hillhouse capital group, which is valued at about $2.5 billion Gaoji medical, a subsidiary of Hillhouse capital, acquired tens of thousands of offline pharmacies at one go and became the top of the national chain drugstores It was difficult to "digest" for a while The arrival of Tencent just formed the prototype of prescription circulation and the possibility of online and offline closed-loop health management, which was mutually beneficial In addition, there are many enterprises are and want to seize the internet medical industry According to the data of the National Bureau of statistics, in 2018, 16.1% of the total population of different types of national residents were disposable, followed by housing, daily necessities and services In the future, coupled with the general trend of policy and health, Internet health care will certainly become the air port for capital chasing, and the war of giants is just beginning.