1. Medical industry: when subversive
"Subversion" is becoming the key word for this year's industry and capital markets. New generation technologies such as mobile internet, wearable devices and big data are rapidly subverting the survival of various industries. In the rapidly developing medical field, these emerging technologies and The combination of new business models is completely subverting our past cognitive structure of medical care. It is foreseeable that all segments of medical care, from diagnosis, monitoring, treatment, and drug delivery, will fully open an intelligent era, combined with commercial medical insurance. Institutions, new hospitals, patients, insurance, multi-win business model is also exploding in the exploration, diagnosis and treatment technology based on medical big data platform will also push personalized medicine to an unprecedented space, traditional medical equipment and hospitals The business model may be completely subverted, we define it as "smart medicine."
For example, wearable medical devices can monitor blood glucose, blood pressure, blood oxygen, etc. not only with smartphones, but also with cloud storage technology to store and analyze monitoring data through the cloud, and with hospital case systems and monitoring centers. Connected, there are abnormal and timely warnings and corresponding advice. As the new entry point for mobile internet in the future, wearable medical technology has the greatest potential not in the hardware itself, but in sticking customers through hardware, the medical cloud “big data†collected behind the hardware, and the business model derived from it: utilization Medical Cloud “Big Data†provides users with personalized remote services, accurate advertising for enterprises, R&D services for clinical outsourcing organizations, automatic triage services for hospitals, and highly re-education services for doctors. And the cooperation with insurance companies to bind customers (Li Keqiang's executive meeting of the State Council held in August 2013 clearly proposed to encourage commercial insurance institutions to handle medical insurance services, wearable medical equipment manufacturers can obtain a large number of shares through the profit sharing model and insurance companies Customer base).
We expect that a large number of excellent domestic companies will fully enter the new medical field such as wearable devices, mobile medical care, big data, etc. We judge that medical device companies Bao Laite and Sannuo Bio will test wearable medical equipment; we have seen the adoption of Hejia shares. The acquisition entered the field of medical informationization; the transformation of Mengfali from traditional massage equipment manufacturers to home health management platforms; we also saw Furui shares in the application of medical big data in the diagnosis of liver fibrosis diagnosis in international cutting-edge technology. In addition, Wanda Information will build a powerful big data platform in the exploration of electronic medical records and medical informationization. The exploration of Aowei Communication's new model of old-age service is worthy of attention. For medical device listed companies, if they can take advantage of the first-mover advantage and capital advantage of wearable medical device technology, they become the integrators of the wearable medical industry chain (such as developing mobile medical application software, building medical monitoring big data platform, health Archives regionalized networking, etc.), there is huge room for growth in the future. Our in-depth report will also be fully recommended to friends in the medical industry, hoping that excellent medical device companies will occupy a new place in the new technology and business direction. Focus on Bao Laite, Hejia shares, Furui shares, Mengfali.
2. Mobile medical: on the eve of explosive growth
Mobile Health (mHealth) provides medical services through the use of mobile communication technologies, including telemedicine, reservation platforms, hospital information mobility solutions. On the one hand, the aging of China's population has caused a sharp increase in medical demand; on the other hand, there is a serious shortage of medical resources in China, especially in remote areas. The gap between supply and demand has brought a blue ocean to mobile healthcare, and the rapid development of mobile internet and big data has provided the necessary conditions for the development of mobile medical. For example, patients with chronic diseases such as coronary heart disease, hypertension, and diabetes will not only receive medical treatment, but will also receive a comprehensive disease management program including remote monitoring, remote treatment adjustment, lifestyle management, and wearable administration. . Globally, companies such as Epocrates, CardioNet, WellDoc, ZocDoc, and Vocera have made successful examples in the mobile healthcare arena. In China, companies such as Chunyu Tianxia and Lilac Garden have also begun to explore the mobile medical industry. With the rise of wearable technology, the combination of software and hardware for mobile healthcare will lead to explosive growth in the market. According to iiMedia Research, the mobile phone (services) market in China is 1.86 billion yuan in 2012 and is expected to reach 12.53 billion yuan by 2017.
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