Looking at domestic mobile medical projects, there are basically two types according to the financing stage. The first category is unlisted unlisted companies that are constantly financing and still burning money. One is listed or listed companies, and the latter can be divided into new three board listed companies and A shares listed companies.
There are a large number of companies in the first category, and their business models can be roughly divided into three types. The first is online consultation, the patients receive remote diagnosis by doctors through platform payment, and the second is intermediary services, such as the original registration network (micro medical group). The third is to realize the flow through the drug e-commerce, insurance sales and other flows. At present, these three business models can only generate income, but it is difficult to contribute profits, which is a loss of money.
The second category of companies that have been listed or listed, with mobile healthcare as their main business model, are almost exclusively concentrated on the New Third Board. At present, the mobile medical companies listed on the NEEQ are: Ningyuan Technology, Core Lianda, Zhongpuda, Meide Technology.
Judging from the 2016 fiscal year report, the operating income of each family has increased, but the loss has been further expanded. It can be said that it is not doing nothing, and it is getting worse. Maide Technology, which can barely turn a profit, extends the business model from a single sales information product to the sale of physical products.
Among the A-share listed companies, some of the 50 companies currently have access to Internet medical care (mobile medical care). Among the well-known companies are: Chinese medicine manufacturer Kangmei Pharmaceutical, traditional pharmaceutical company Renhe Pharmaceutical, Jiu'an Medical, which produces sphygmomanometer and oximeter, and Lepu Medical, a cardiovascular medical device manufacturer, and Sanno Bio, a manufacturer of blood glucose meters. Wait.
From the point of view of these pharmaceutical and equipment companies listed on the A-share market, mobile medical/internet medical care is mainly at the stage of investment and cultivation, and has not yet achieved self-hematopoiesis and covers operating costs. For example, Kangmei Pharmaceutical has launched the “Internet + Big Health†strategy since 2015, but the Chinese medicine segment consisting of Chinese herbal medicines and Chinese herbal medicines trade is still the business sector with the highest proportion of operating income. Subsidiary “Kangmei Health Cloud Service Co., Ltd.†had a revenue of only 8 million in fiscal year 2016, with a loss of more than 24 million, which was further enlarged compared with the previous year.
In summary, for mobile companies, mobile medicine is mainly similar to the medical e-commerce platform connecting patients; while medical device companies are involved in mobile medical, the goal is to graft hardware and software, in chronic disease management, behavioral health management, home care In terms of exploring a business model.
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