The investment in health industry is heating up the distribution of non industry capital

Source: medical geography 2017-07-21 in recent years, China's health industry has a huge potential for development due to factors such as the aging population, the improvement of residents' awareness of health consumption, and the continuous policy dividend This has also attracted more and more capital and enterprises to this layout However, due to the different advantages of each side, each side has different priorities in entering the health industry Health industry has huge market potential Health industry is a collection of related industries formed with the extension of health concept At present, China's health industry chain mainly has five basic industry groups: first, the medical industry with medical service institutions as the main body; second, the pharmaceutical industry with drugs, medical devices and medical consumables as the main body; third, the health product industry with health food and health products as the main body; fourth, the health inspection and evaluation, consulting services, conditioning and rehabilitation, and security promotion as the main body The fifth is health care industry Influenced by various favorable factors, China's health industry has a good prospect In terms of policies, the CPC Central Committee and the State Council issued the outline of "healthy China 2030" in 2016, which pointed out that by 2020, the total scale of health industry will exceed 8 trillion yuan, and by 2030, it will exceed 16 trillion yuan This means that "healthy China" has become a national strategy and the health industry will become a pillar industry of the national economy In the aspect of social environment, with the improvement of residents' income level, the acceleration of consumption structure upgrading, the gradual release of health consumption demand, the market capacity of health industry also rises In terms of payment, in 2015, the medical insurance control fee achieved initial results In 2015 and 2016, the urban basic medical insurance fund showed that the income was larger than the expenditure, and the growth rate of income exceeded the expenditure growth rate At the same time, commercial health insurance is becoming a new payer of medical health Therefore, some insiders predict that "the next five years of the health industry will be about 20 trillion." At the same time, the potential gold mine has attracted the attention of many non industry capital The typical medical industry of out of industry capital for health industry layout: Wanda Dalian Wanda Group is the domestic commercial real estate overlord In the past two years, Wanda has made frequent efforts in the medical industry Wang Jianlin, its founder and chairman, once said bluntly, "within five years, the medical industry will become Wanda's new pillar industry." There are three reasons for Wanda to march into the medical industry on a large scale First, Wanda has its own property holdings all over the country and has a strong geographical advantage in the layout of the medical industry Second, because our medical service system is still in the backward stage, some middle-class and affluent people who are not sensitive to the cost are in urgent need of better expert treatment, perfect medical service, good medical environment and diagnosis and treatment efficiency Third, due to the tightening of the central control over the real estate industry, the cost of land acquisition by real estate developers is getting higher and higher However, due to the relatively open medical policy environment, low price and good location of medical land, the development of medical and health industry is highly profitable for real estate developers In two years, Wanda invested 144 billion yuan in the medical industry On January 6, 2016, Wanda announced that it would invest 15 billion yuan to build three comprehensive international hospitals in Shanghai, Chengdu and Qingdao, which will be operated and managed by the British International Hospital Group and use the IHG brand All of the above three hospitals are named as yingci Wanda International Hospital IHG will ensure that the operation of the three hospitals has passed the certification of international medical institutions such as the Joint Committee for the certification of international medical and health institutions In terms of project progress, Qingdao yingci Wanda International Hospital, with an investment of 2 billion yuan, has started construction with 200 beds and is planned to open in July 2018; Shanghai yingci Wanda and Chengdu yingci Wanda will start construction this year with an investment of 8 billion yuan and 5 billion yuan respectively, with 1000 and 500 beds respectively On April 6, 2017, Wanda Group and Chengdu Municipal People's government officially signed a memorandum of strategic cooperation The two sides agreed to spend 70 billion yuan to build a world-class medical industry center The medical industry center will plan two areas a and B area a is a general hospital area Wanda will be responsible for introducing two top international general hospitals and eight top international specialized hospitals Zone B is a medical industrial park, which will introduce 30 medical related enterprises In addition, Wanda has also signed a strategic cooperation agreement with West China Dental Hospital of Sichuan University, and plans to invest 9 billion yuan to open 300 dental clinics in Wanda Square across the country On July 3, 2017, Wanda Group signed three new investment projects in Kunming, of which Wanda plans to invest 50 billion yuan in Kunming to build a world-class medical and health industrial park with the functions of sports, health preservation, vacation, business, business, residence and other functions, with medical and health as the core Driven by various factors, real estate funds have gradually become an upsurge in the medical industry At present, there are not only Wanda, but also real estate enterprises such as Evergrande real estate, Lvjing holding, and Shirong Zhaoye Medical e-commerce: Alibaba, the world's largest retail trading platform In recent years, it has gained a lot in the field of medical e-commerce Its flagship platform in the field of medical health, Alibaba health, carries the implementation of the health part of Alibaba's "double H" strategy Alihealth's current business focuses on the fields of medical e-commerce, product traceability, intelligent medical treatment, health management, etc Based on Alibaba's own e-commerce advantages, the focus is mainly on medical e-commerce For Alibaba, "new retail" is the general trend of business development in the future, and the pharmaceutical industry is no exception Ma Yun said that in the next decade and two decades, there will be no more e-commerce Online, offline and logistics must be combined to create a real "new retail" Based on this, alihealth has joined forces with many chain drugstores in the field of medical and health care, hoping to achieve the goal of new retail formats of drugs In May 2016, Ali health and deshengtang, baijiahuisuhe, baicaotang, kangaido and other 65 chain drugstores jointly announced the establishment of "China Pharmaceutical o2o pioneer alliance" So far, pioneer alliance has taken shape According to Alibaba health's 2017 performance announcement, it has cooperated with more than 200 chain drugstores, covering more than 20000 drugstore stores in over 100 cities in China That is to say, in more than 10 months, not only the number of cooperative chain drugstores has doubled by 3 times, but also the number of cooperative drugstore stores In September 2016, the agreement on behalf of Alibaba health to operate tmall global pharmaceutical was approved by the general meeting of shareholders, and started to provide a full range of outsourcing and value-added services for tmall global pharmaceutical, assisting tmall global to develop its medical and health care e-commerce business and collect fees Ali health and tmall medical center are two highly collaborative businesses in Ali system After providing outsourcing services, Alibaba health will fully integrate the relevant businesses of tmall medical center, fully connect the huge Taobao users and members behind tmall medical to the medical network, chronic disease management and medical o2o services that Alibaba health has deployed, realize the upgrading of their business models, and establish a complete business closed-loop Through the construction and operation of pioneer alliance and tmall pharmaceutical B2C platform, it is conducive to building a health product and service system integrated online and offline by Ali health, and providing more diversified products and diversified convenience services for end consumers At the same time, alihealth will continue to lay out the centralized purchase and distribution business of the pharmaceutical supply chain, intervene from the upstream supply chain, and more closely provide the downstream businesses with high-quality and affordable products In terms of pharmaceutical business, Alibaba health is not only one of the non industry capitals, but also vipshop, Jingdong and Shunfeng It is necessary to be cautious that the cross-border health industry, especially the medical and pharmaceutical industries, has a relatively special investment return cycle and high investment threshold Capital without relevant background experience is likely to face the dilemma of high cost, long cycle and low success rate Of course, there are many successful cases in the non industry capital of cross-border health industry investment, but the vast majority of these successes are highly consistent with their own areas of expertise, and there are many factors such as price strategy, channel entry and so on It is very difficult to copy the successful model, and it is also easy to enter the dead end of fierce competition and subsequent inability.