On November 19th, Ali Health released the first half of the 2019 results announcement. As of September 30, 2018, Ali's health income was 1.879 billion yuan, up 111.2% year-on-year; gross profit was 529 million yuan, up 107.1% year-on-year; adjusted net profit reached 10.5 million yuan . (Note: Ali's health accounting cycle does not coincide with the natural year, and the 2019 semi-annual reporting cycle is from April 1 to September 30, 2018.) Ali Health revealed this information to the arterial network for the first time. We reviewed the report and conducted an in-depth interpretation. We are mainly concerned about why Ali Health can achieve such rapid growth and what is it doing right? After the rapid growth, what it will do and how it will work with other medical systems in Ali. “The strong growth in revenue and gross profit was mainly attributable to the rapid growth of the pharmaceutical self-operated business and the business of the pharmaceutical e-commerce platform.†The announcement shows that as of September 2018, Ali’s medical self-operated business revenue reached 1.6 billion yuan, Tmall The total commodity transaction volume (GMV) of the medical hall exceeded RMB 25 billion, with an increase of 100.2% and 50% respectively. Revenue from the consumer medical business grew by 125.1% year-on-year. According to the announcement, “The continued increase in profitability of the Group will help us continue to invest in medical big data , medical artificial intelligence and other related fields in the future, and increase investment and layout in innovative businesses such as Internet medical and smart medical. †The paper is structured as follows: 1. The self-operated business has taken the lead and the performance has grown rapidly; 2. Enter the medical "Hinterland" and take down hospitals and pharmacies; 3. In the vertical and horizontal, Ali may stir up the Chinese medical ecology. 1. Self-operated business picks up the gap, the performance is growing rapidly Ali Health Group was established in January 2014. At that time, Alibaba teamed up with Yunfeng Fund to make a strategic investment of US$170 million (approximately RMB 1.037 billion) for Hong Kong stocks in the 21st century. 3% of the shares. Since the injection of Ali in 2014, Ali Health has gone through four stages of development: the capital injection start-up period, the business is mainly based on electronic supervision code and e-commerce service; the business adjustment period, test water Internet hospital, medical O2O, self-operated electricity supplier, etc. Business; business shaping period, business structure is gradually determined, forming four business lines of medical e-commerce, product traceability, smart medical care, and health management; after continuous deep cultivation, after several years of exploration, Ali Health has found its position in the industry, and has A stable source of income, followed by continued deep cultivation of the industry, upgrading existing businesses. Looking back at historical data, we can see that self-operated business is the main reason for the growth of Ali's health performance. Its 2016 fiscal year revenue was only more than 56 million yuan. After the on-line self-operated business, the 2017 fiscal year performance increased to 470 million, and in 2018 fiscal year it increased to 2.442 billion yuan. It has grown nearly 50 times in three years. In addition to self-operated business, the injection of Ali's pharmaceutical business is also an important reason. Since September 2016, Ali Health has been fully integrated in the pharmaceutical e-commerce sector since Tmall launched its own self-operated pharmaceutical business. In June 2017, Ali Health completed the acquisition of Tmall “Blue Hat†health food business; in early August 2018, Ali Health completed the acquisition of Tmall including medical equipment and health products, adult family planning, contact lenses, medical and health services. E-commerce platform business. At the same time, Ali Health expanded to provide outsourcing and value-added services for the Tmall platform nourishing health category, and has achieved a full range of coverage for the Tmall Medical Museum. In addition to the pharmaceutical B2C business, Ali Health is also actively deploying the offline pharmaceutical retail market and continuing to explore the development path of new pharmaceutical retail. In May 2016, Ali Health led the establishment of the China Pharmaceutical O2O Pioneer Alliance with 65 retail chain pharmacies. . In the past few months, Ali Health has cooperated with the O2O Pioneer Alliance's offline head chain pharmacy. It has combined rookie and hungry hummingbirds to provide 24-hour emergency drug delivery services in four cities in Beiguang and Shenzhen. At the same time, Ali Health has successively invested in regional leading chain pharmacies such as Shandong Yuyu civilians, Anhui Chinese health, and Guizhou Yishu, and promoted the integration of online and offline pharmaceutical retail channels in the areas where these chain pharmacies are located. The results announcement also shows that the “code-safe†platform as a drug traceability infrastructure has continued to develop steadily during the past six months. The number of drug manufacturers that have settled in and renewed their contracts has remained stable at 80% of the total number of pharmaceutical manufacturers in China, including national key vaccines. Concerned about the variety coverage rate of more than 95%. In July of this year, Ali Health passed the ability of traceability code to provide users with tools for scanning code and batch number query vaccines. Not long ago, the State Food and Drug Administration issued the "Guiding Opinions on the Construction of Drug Informationization Traceability System", which also provided a policy basis for further improving the coverage rate. 2. Enter the medical "Hinterland" and take down the hospital and pharmacy Headed by Ali Health, the "flagship platform", Ali's layout in the medical field is directly inserted into the depth of medical care. If it is said that Ali was in the context of the logic of the Internet business, this year, we clearly see that one change is that Ali is entering the "Hinterland" of medical treatment, trying to capture the two most important hills of medical treatment. - Hospitals and pharmacies. In the hospital, in mid-June, Shanghai Yunxin intends to obtain a 5.05% stake in Weining Health through the transfer of the share agreement, and the transaction consideration is about 1.085 billion yuan. Shanghai Yunxin is a wholly-owned subsidiary of Ant Financial, and an important platform for its foreign investment. In addition, in mid-October news, Ali Health, Alipay, and Yuhang First Hospital lasted for half a year. After system development and joint debugging, they were officially connected in the Yuhang First Hospital and ran through the medical insurance clinic. In the one and a half months of the trial run, more than 1,000 pens were “brushed to the doctorâ€, and 200 patients completed the file in the hospital by brushing their faces. Just four days ago, Ali Health announced that it has signed a strategic cooperation agreement with Ali King's subsidiary, Alipay, to set up an independent medical health service channel exclusively on the Alipay client, and fully manage and operate the medical health business and industry partners in the channel. . In the field of smart medical care, Ali Health and Alibaba Cloud announced the establishment of the Ali Medical Artificial Intelligence System - ET Medical Brain 2.0 in September. A month later, Ali Health and the Beijing Municipal Science and Technology Commission announced the establishment of the country's first medical AI open innovation application platform, and also launched a third-party artificial intelligence open platform for the medical AI industry. At the same time, the performance announcement revealed that Ali's own artificial intelligence products are also fully implemented: the launch of the country's first commercial CT lung disease comprehensive testing AI products, and landing cooperation institutions. In cooperation with the National Metabolic Disease Research Center, the company developed the “Rui Ning Sugar†Diabetes Drug Assistance Decision System and organized the “Rining Sugar Help†artificial intelligence contest. First of all, we can consider why Ali is interested in hospitals and pharmacies. In fact, it is very simple, that is, hospitals and pharmacies are the core players in the medical and health field. China's medical service model based on public hospitals determines that public hospitals have strong medical resources, strong patient reputation, and unparalleled voice in the medical system. Pharmacies cover thousands of towns and towns, which is the most common people. The close medical service unit is an excellent “flow†entrance. In the future, whether it is graded diagnosis or health management, it can be carried out at the pharmacy. At present, the "prescription outflow" of the fire gives the hospital and pharmacy more imagination. The prescription outflow is the diagnosis and treatment done in the hospital, the action of taking the medicine is decomposed, and the medicine is completed outside the hospital. However, the source of the prescription is still the key. If there is no deep connection with the hospital, the source of the prescription becomes a big problem. The prescription outflow is basically undertaken by pharmacies with variety operation ability and pharmacy service ability. These pharmacies are often large-scale chain or regional leaders. Ali seizes these pharmacies and has the ability to undertake prescription outflow. Therefore, the layout of Ali Health in hospitals and pharmacies this year is definitely a beautiful chess game, which undoubtedly penetrates the core of medical care, not only makes those who are at the door of the hospital fall behind, but also allows medical and pharmacy fields. Traditional players feel the pressure. In particular, the traditional chain pharmacy business model is likely to suffer a heavy blow under the impact of the new retail of Ali Medicine. Because the traditional pharmacy needs customers to buy in the store, and then to do secondary development, if the customer completes the doctor in the hospital and directly delivers the medicine through Ali O2O, the customer will not enter the store. If you don't enter the store, there will be no chance for secondary development. This will lose a lot of people and passengers to traditional pharmacies. Of course, traditional pharmacies can also choose to play with Ali, join the O2O Pioneer Alliance or hungry medical platform, so that they can get traffic, but also become the forerunner of new retail of medicine, and take a step forward in the face of the trend. Further, retail pharmacies can choose to accept Ali's shareholding, just as Ali did for Saitama civilians, Anhui Chinese, and Guizhou Yishu. Ali's shareholding is a more "moderate" shareholding, and does not seek absolute control. It does not require performance to bet, which is a very good opportunity for regional leaders who want to be big. 3. In the vertical and horizontal, Ali or stir the Chinese medical ecology Talking about the development of Ali's health will inevitably bring out the layout of the entire Ali system in the field of medical health. Arterial net combing found that almost all large companies in Ali have medical-related businesses, such as the future hospitals of Ant Financial, health services, financial services, insurance services, Alibaba Cloud's medical information , cloud solutions, and biological genes. Data solutions, Taobao's adult vaccines, beautiful plans, nailed digital hospitals, etc. In addition, if you are hungry, the corresponding drug O2O service, the health information corresponding to the UC browser, and the health video service corresponding to Youku. Ali is a multi-product, strong service penetration capability, able to cover C-end users in all aspects. If resources can be integrated and opened up, it will form a “super-entry†for medical health services, providing more comprehensive and accurate medical and health services. A picture to understand the medical layout of Ali’s “嫡系†troops In addition to its own business, Ali has also invested a large number of layouts, both domestic and foreign standards, involving medicine, genetics, medical information, pharmaceutical retail, consumer medical, insurance, medical examination, medical big data and other fields, star projects Including Baisheng Medical (Italy), Huada Gene, Baiyun Mountain, Zhongan Insurance, Aikang Guobin, Weining Health and so on. Some of Ali’s investment projects are led by investment, and some are investment. Although it is difficult to judge the specific amount of investment in Ali, but in terms of the amount of financing involved in the company, Ali’s investment in medical and health fields may exceed 3 billion yuan. At present, the layout of Ali Capital in the field of medical and health is still difficult to summarize the core logic. The strategic considerations of the participating projects are mostly, the track is also rich, and the layout of Ali medical is formed. Some high-quality resources can also be injected into the Ali medical layout. Full-chain, full-process medical health layout. For example, the medical examination service of Aikang Guobin can be introduced into the “Ali Medical Officeâ€, and Weining Health Medical Informationization Capabilities and resources can be synergized with “future hospitals†and medical payment services. At present, the most important thing is how to put a clue to the medical layout of Ali, and find a person who is at the helm. This is very important for Ali's medical layout. Because there is only one clear, complete, and planned logical structure and framework, it is possible to open up the "Ren Duo two veins" in order to use the resources well and use them in place. Having resources is definitely an advantage, but sometimes there are too many resources, and it may become a stumbling block to progress. The business can be classified according to the general classification method of “medicine, medicine, and insuranceâ€. In addition, product lines such as informationization and artificial intelligence must complement each other. The first thing to do first is to find out the core and top three hospitals' demands. Whether it is the inter-diagnosis payment or the electronic medical record, these should start from the actual needs of the hospital, first infiltrate the product, and then follow the idea of ​​perfecting and upgrading. For subsequent advancement. Then there is the patient's needs, which is the "pain point" that Internet companies like to ponder, and is also the main reference factor for product development and marketing. Of course, Ali's most promising medical layout is definitely Ali Health, which is best suited to open up the medical layout of Ali. From the Ali Health Results Announcement, we can also see that Ali Health is using medical e-commerce and new retail, Internet medical, smart medical, consumer medical services as the main line of business, establishing medical institutions, pharmaceutical manufacturers, pharmaceutical retail companies, third-party services. The close cooperation relationship between partners and other partners to build the upstream and downstream industry ecology of “Internet + medical healthâ€. By continuing to increase cooperation with Ali inside and outside, Ali Health has gradually consolidated its position as the flagship platform for medical health in the Alibaba Group. 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