The next stop for the big guys: Capital Banking Medical Circle

The medical circle has probably never been as popular as it is now. Investors are carrying money bags, and it seems that people in the disaster period are visiting the market. When they are late, they are afraid that they will not buy a little something! In the case of mobile medical care alone, in August of this year, Chunyu Pocket Doctor raised US$50 million. In September, Clove Garden raised US$70 million. In October, the registered network raised US$100 million... The record of fundraising has been repeated. Refreshed, so that Ma Yun’s sentence was repeatedly mentioned: the next richest man in China was born in the field of medical health.

The question is, when investors are rushing to the medical circle, can the medical status of China be changed? Recently, the first China Health Industry Innovation Platform Annual Summit “Qi Wei Award” site, the significance of the health industry growth to the medical status quo has become the focus of attention.

Next stop: Do the "landlord" of the medical industry

Now, if you have a lot of money in your pocket, where do you look at it? The industry and professional investors have come out of a new step: medical care.

Feng Lun, Liu Yonghao, Wang Shi and other real estate developers have said more than once that they are “optimistic about the direction of investment in the medical industry”. From the "building a house" in the past to the "building a hospital" today, it is no accident that large-scale cross-border investment.

At the same time, whether it is Lilac Garden, Chun Yu Pocket Doctor, Registered Network, or Ali Future Hospital, “Bloom Flying”, “Good Doctor Online”, etc., various forms of health service products enrich the public health experience. It also stirred the nerves of the capital market.

“On the basis of mobile medical care alone, many projects are valued at hundreds of millions of dollars.” Wang Jin, managing director of Jianye Park, invested in such a market estimate at the “Qiqi Award” Health Investment Sub-forum. .

Such a prejudgment is not unfounded. The “Several Opinions of the State Council on Promoting the Development of Health Service Industry” promulgated in 2013, referred to as “Document No. 40”, is considered to be the ignition point for promoting the health industry. At the same time, the medical industry has long been imbalanced between supply and demand and the lack of medical industry, which has led to unprecedented development in the industry.

"For example, business opportunities in the field of health management and prevention are large and to be developed. This year's sudden running app, and the running economy driven by this is an example." Liu Xiangdong, CEO of Shanghai Trust Medical Industry Investment Affairs.

Some experts have called for "the 40th document" to play the role of "plugging a flag, calling for millions, lighting up a lamp, shining a large piece". China's health industry will enter the "golden ten-year period" "The next goal of Daxie is clear: to be the "landlord" of the medical industry.

Money is swarming, not just "money money"

The problem is, when the funds raised and the VCs enter the medical circle, what is left is the number of zeros? The medical community and the public are concerned about what this can bring to the medical status quo.

"The core contradiction of medical care should be said that our country is a serious shortage of medical resources and demand supply. We hope to use mobile Internet to solve the contradiction between supply and demand in some doctors and patients, but the reality is that if we only have this supply and demand under the line Simply move to the line, how to solve such contradictions?" Sharing investment partner Huang said the opposite.

In Wang Jin's view, Internet medical care can make communication between doctors and patients more convenient. "In the past, American doctors were not willing to pick up patients' calls because doctors don't charge time as lawyers. But now doctors in Europe, America, and Japan have begun to change, and doctors are willing to answer the phone because mobile phones, computers, and other mobile terminals can solve patients' problems. For some minor problems, insurance is willing to pay for this part of the service, because it solves the small problem and can avoid serious illness and greater medical expenses."

In the view of medical industry investors, with the help of investment, some means of mobile and information technology entering the medical circle can greatly improve medical efficiency, reduce medical expenses, and draw exciting "future medical care." For example, in the application of wearable technology, people wear contact lenses, the chips on the lenses can record the blood pressure level of the individual in real time, and Google glasses can also monitor people's blood sugar.

The consensus between the investment community and the medical community is that the “future medical care” that the capital market participates in cannot be “packaged the world”, and still requires the cooperation of policies and the environment, including the supporting policies of doctors’ free practice and the changes in people’s medical concepts.

Of course, there is still a core problem that cannot be avoided: At this stage, the medical service products that have entered the investment have not found a way of “realizing”. In short, the industry is “burning money” and still does not make money.

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