JD.com Health IPO: Gun to Ali Health.　

Pharmaceutical Network October 10, the recent news about JD.com can be a lot, including JD.com subsidiary JD.com Health listing news, but also got a lot of attention.
after several "no comments" on JD.com's upcoming IPO, JD.com Health finally confirmed the hong Kong listing.
after building JD.com's three carriages, JD.com Health's ability to become JD.com's fourth carriage has become a major concern for investors at this junta.
focused on the outbreak of Internet health care, prompting the public's attention to focus on the dark tide of Internet health care.
fact, there is a certain necessity for the emergence of Internet medical care.
is that the distribution of offline medical resources is not uniform, and there are still problems in the allocation of offline medical resources.
According to the results of the "China Internet plus Medical Industry Research Report 2020" published by Aerry.com, the total number of hospitals in the eastern medical institutions and the number of hospitals in the three hospitals in the eastern medical institutions are significantly higher than the number of hospitals in the central and western regions, while the average distribution of health technicians in the eastern hospitals is also better than that in the central and western regions.
in the difficult offline medical emergency needs a breakthrough, and in the outbreak of the Internet plus medical performance is active, but also affirmed the need for online medical treatment.
25 May 2020, there were 6,574 respiratory and infectious physicians on its volunteer platform, with a cumulative number of patients serving more than 440,000, according to the Chinese Medical Association.
addition to boosting public demand, national policies have also given the Internet medical recognition.
In the opinions on supporting the healthy development of the new industry model and activating the consumer market to promote employment, which was jointly issued by the National Development and Reform Commission and 13 other departments, the opinions on online appointment, medical dispute resolution and medical insurance payment of the Internet medical industry were put forward for promotion and improvement.
with the support of medical needs and national policies, the Internet medical industry is developing.
China's mobile healthcare market was 133.688 billion yuan in 2019, up 35.6 percent from 2018, according to data from China Internet Healthcare Annual Analysis 2020 released in June by Analytics Analysys.
2020 affected by the outbreak, the market size is expected to reach 200 billion, the market growth rate of 46.7 percent, the highest growth rate since 2015.
promising prospects for the Internet healthcare industry have made players scrambling to enter the market more active, and JD.com's fourth carriage, JD.com Health, has also surfaced in this wave of surges.
, which contains the golden key, finally made a clear move after several news of JD.com's IPO.
September 21, JD.com announced that JD.com Health would go public in Hong Kong.
announcement indicated that JD.com Health is a subsidiary of JD.com Group, JD.com plans to split JD.com Health's listing on the main board of the Stock Exchange of Hong Kong, and the completion time of the specific split listing will be determined by market conditions and other factors.
health is valued at Rmb50bn, making it the "youngest unicorn", according to hurun's list.
JD.com Health is seen as the fourth carriage to pull JD.com after JD.com, JD.com Logistics and JD.com.
, Liu Qiangdong said when JD.com's health independence: "JD.com Health has done a good job in the field of health and can build another JD.com," according to media reports.
" does not bear the heavy hopes of JD.com, JD.com health independently after the performance of excellence.
September 2019, JD.com Health CEO Xin Lijun said in an interview that JD.com Health's revenue has exceeded 10 billion yuan and that it has made a profit.
In the outbreak, JD.com health is more homeopathy development, as of April 30, JD.com Health online consultation platform cumulative service users have been more than 11 million times, the online Hubei slow drug help information public welfare platform received more than 20,000 calls for help, drug demand more than 96% of the solution.
, JD.com, which is born with a golden key, is well-liked by the capital markets.
, JD.com health received a $10 round A financing from capital groups such as COFKIN Capital and Baring Asia in November 2019, according to the company.com.
in JD.com's second-quarter earnings report, JD.com Health received $830 million in investment from Gao's capital.
can see that JD.com has great expectations for JD.com Health to enter the Internet medical treatment, and the background of JD.com Health is also performing well, but this does not mean that JD.com health after the road is a bright road.
in the Internet medical, into a large number of powerful players.
BAT giants piled up to grab the Internet medical is a piece of incense, BAT three members are all the same on the Internet medical market layout.
is an integral part of Baidu's blueprint for the future.
set up a mobile medical division in 2015, and then launched Baidu Health, to create Baidu Health Medical Code and Baidu Health Ask doctors.
2019 Baidu and Wave, a strategic cooperation agreement on artificial intelligence and health care applications and services.
health relies on Ali's huge traffic group, accumulated more than 100 million users, so as to successfully land in Hong Kong shares early.
it is understood that Ali Health's businesses include pharmaceutical e-commerce and new retail, Internet medical, consumer medical, smart healthcare and other fields, Ali Health's market value now reached HK$248.293 billion.
, who was successfully named "Medical Deer" in September, said he would focus more on medical services.
, another giant, began investing in Internet healthcare in 2014, such as Lilac Garden and Doctors Online.
At the same time, Tencent will WeChat as the core, connecting patients, doctors, medical institutions, the construction of Tencent Forage, Tencent Medical Code, "Teng Ai Medical" strategy and so on, to accelerate the construction of Tencent's Internet and medical ecology.
addition to the Internet giants, there are other areas of players in the field of connected healthcare, such as Ping An Group, New Oxygen and other players from different fields.
in the hundreds of billions of blue seas of Internet health care, players from either way want a piece of it, but gold mining is not as easy as you think.
Internet healthcare is not easy Although the Internet medical prospects are considerable, but it is undeniable that the current Internet medical market is still in the incubation period, has not yet been able to declare victory of the players appear.
Can see that both Ali Health and Ping An Health are still in a loss-making state, Ali Health released financial results show that in fiscal year 2020 Ali Health achieved total revenue of 9.597 billion yuan, the parent company owner should account for a loss of 6.586 million yuan, which is the sixth consecutive year since Ali Health listed losses.
At the same time, Ali Health's revenue in the pharmaceutical e-commerce platform and pharmaceutical self-employed business is 1.17 billion yuan, 8.134 billion yuan, respectively, the two accounted for 97% of the total revenue, so Ali Health has been considered as "an online medical cloak of e-commerce companies."
in JD.com Health's four businesses, pharmaceutical e-commerce is also not low.
as the "internet medical first stock" of Ping An Health, recently came out of the prosecution of 70 million assets were frozen news, its cumulative losses of nearly 4 billion yuan.
, as well as one of the earliest doctors on the route of the Spring Rain, has not yet been able to realize the vision of listing.
a crowd of players who want to go for gold in the internet medical care, and there are no winners who can make it through.
At a time when Internet healthcare is ushering in a once-in-a-lifetime opportunity for development, JD.com Health, the "youngest unicorn", is entering the market strongly and will have to take a thorn in the side before it becomes a leader in Internet healthcare.
.