Release date: 2014-07-24

Market size

Mobile medical prospects are attractive

The preemptive layout of Internet giants, electronics manufacturers and even chemical producers has set off a wave of investment in mobile healthcare. Although market participants believe that the mobile medical market will have huge opportunities in the next three to five years, at present, medical device manufacturers have not yet made major moves. Among the A-share companies, only Jiu'an Medical, Bao Laite, and Hejia Shares State-owned medical equipment companies such as State Instruments are involved in mobile medical related businesses.

Mobile medical care has gradually become a hot target for various capital competitions. The Shanghai Securities Journal reporter was informed that on Wednesday, the mobile health market is about to usher in a new competition. Internet giant Baidu will launch a healthy cloud platform and officially enter the mobile health industry.

It is worth noting that compared with the IT company's “recruiting and buying” active exploration of mobile medical care, the traditional online device manufacturer's “online love” complex does not seem to be high. However, industry experts pointed out that the medical device industry's layout of mobile medical care can drive mobile medical services to the mass consumer market. "Only by gaining a first-mover advantage in the channel is the commanding height of the mobile medical market." Analysts said.

Medical equipment company "small test cattle knife"

Although more and more Internet giants, electronics manufacturers and even chemical manufacturers are pre-empting mobile medical care, it has set off a wave of mobile medical investment. "But the big market for mobile healthcare is still in the hands of traditional medical device manufacturers." Market participants told reporters.

At present, the real medical device manufacturers have not yet made a big move. In the A-share market, only medical companies listed in Jiu'an Medical, Bao Laite, Hejia and Libang Instruments are involved in mobile medical related businesses. In this regard, some industry researchers pointed out that the hardware advantage is not enough for the mobile medical layout to occupy a favorable position for a long time, only the first-mover advantage in the channel is considered to be the commanding height. “Under this condition, the layout of traditional medical device companies has more potential and value than the layout of many IT manufacturers in mobile healthcare.”

Qi Jingan, a representative of Jiu'an Medical Securities, told reporters yesterday that Jiu'an Medical has been engaged in the medical device industry for nearly 20 years and has rich resources in system certification of medical devices and product quality certification. In recent years, the company has been hoping to use the opportunity of the mobile device industry to reshuffle the medical device industry, establish the company's own brand iHealth, and prepare for the future to provide healthy big data. “Currently, the company has a leading edge in product diversity, software development, manufacturing, platform building and branding.”

In March of this year, Bao Laite invested 5 million yuan to set up a subsidiary company Weikang Technology to take the "step" of mobile medical care, the company focuses on smart home health care and wearable medical products. The reporter was informed yesterday that the company will hold a mobile medical product launch conference on July 23, when the infant monitoring patch independently developed by the company will be on sale. It is reported that the product will be recommended for sale by professional agents through the hospital, and may be given a free gift strategy in the early stage.

“The company has accumulated a strong technical base and channel resources in the field of plug-in monitors, handheld monitors and other general monitoring equipment. Its monitoring equipment is developing along the two trends of intelligence and portability.” Bao Laite told reporters The company will continue to invest in the field of mobile internet and actively seek out areas for long-term development of the company.

Another value is that the medical equipment supplier and the company, which focuses on the minimally invasive treatment of cancer, also built a medical information platform in May last year. The brokerage researcher told reporters: "With the existing channel advantages of Hejia Co., the company can quickly realize the sales of software products, and medical informationization will become the company's new performance driver."

In view of the mobile medical exploration of traditional pharmaceutical companies, some industry experts have also given advice. For traditional medical device companies that lack hardware technology and software management capabilities, the acquisition of high-quality targets is an opportunity to deploy mobile medical care.

Risk during the exploration period

According to statistics from the Zero2IPO Research Center, from 2010 to March 2014, there were 58 investment events in the mobile medical industry, involving 33 enterprises, with a disclosure amount exceeding US$100 million. In the view of Ni Zhengdong, founder of Zero2IPO Group, mobile medical care will become one of the hottest investment areas in the next 3-5 years. "Now the two major industries in the entire investment community are concerned: one is the mobile Internet, and the other is medical health. The intersection of the two most popular industries is mobile medical, so there will be huge opportunities for mobile medical care in the next three to five years. Ni Zhengdong said.

According to the Brookings Institution's latest forecast, by 2017, the global mobile medical market will generate $23 billion in revenue. The United States will account for 5.9 billion US dollars, accounting for 26% of the global market, and China will become the second largest consumer, reaching 2.5 billion US dollars, accounting for 11%. In 2013, China Mobile's medical market is expected to be 2.21 billion yuan, and will reach 12.5 billion yuan by 2017, which means that the compound growth rate in the next four years is expected to exceed 50%.

Despite the attractive outlook for mobile healthcare, PE remains cautiously optimistic that mobile healthcare has low short-term gains. In this regard, Libang Instrument Director Dong Zuodong agreed, "Future mobile medical will be a market for medical device companies, mobile Internet operators, and hospitals. The big investment direction is clear, but it is still in the process of exploration. period."

Ji Jingan, a representative of Jiu'an Medical Securities, also admitted that the iHealth series of products will be the focus of the company's future development, but it is currently in the early stage of introduction, R & D investment, marketing costs are large, and the market acceptance of products is also very uncertain. "However, the growing maturity of mobile medical care will certainly reshape or even subvert the Chinese way of seeing a doctor and health care, and bring new opportunities to the traditional medical device industry." Qi Jingyu told reporters.

Source: Shanghai Securities News

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