Internet Health Care For 10 Years: From "Arrogant" To "Restrained" Epidemic To Open Up The "Second Battlefield"

There is no longer the rhetoric and passion of "subverting the medical treatment" and "addressing the pain point". At the end of the lunar year, Zhang Yang (a pseudonym) summed up his work for the past year, and did the planning for the coming year as usual. But a new crown pneumonia epidemic made him and his Internet Co busy and became the first batch of enterprises offering fever free inquiry service.

In fact, after 10 years of development, Internet healthcare has gone through the process of blindly subverting and transforming medical treatment to calm "introverted" in recent years. It has been stuck in the air in the middle of the world because no payment party has entered the Bureau and the prescription drugs have not been released. With the development of coping with the epidemic situation, the state has given the solution, so that Internet healthcare has gone out of a wave of "spring miracle".

Sensitive capital also smelled the smell of "spring". As early as more than 5 years ago, it was said that "to pour out" the doctor of spring rain, after several years gained the Sogou investment; and from 2017, the listed micro doctors once again reported the news of IPO fetal movement.

Internet medical treatment once again bustled up, out of a wave of stories. Everbright Securities believes that in the context of policy driven and demand increasing, the Internet healthcare industry is expected to usher in multiple catalysis in 2020, and the inflection point of the accelerated development of the industry is coming.

In the context of policy driven and demand increasing, the Internet healthcare industry is expected to usher in multiple catalysis in 2020, and the inflection point of the accelerated development of the industry is coming. Gan Jun photo

Words must be subverted.

Internet draught, all walks of life are hitchhiking, medical plus the Internet, become the Internet Medical.

In 2011, Zhang Rui was awarded the 3 million dollar A round of blue chip venture capital and founded the doctor of spring rain. The good doctor received the $10 million B round of financing from Zhi Xin's capital investment. In 2012, the registered network won the B capital of 10 million dollars in the morning capital, and the 10 million yuan B financing for the capital investment company.

Many of the early Internet medical companies saw the problems and shortcomings of China's medical care, and had great enthusiasm to solve these "pain spots".

Among them, many internet medical enterprises are initially influenced by their family medical experience. Liao Jieyuan, founder of micro medicine, told the twenty-first Century economic news reporter that his entrepreneurial intention came from a difficult medical experience of his two year old nephew.

In the summer of 2009, Liao Jieyuan's little nephew got a strange disease. He had a bag on one leg. He carried his little nephew from summer to winter. He spent 10 months in 7 hospitals. He had been queued up at three or four o'clock in the morning, but eventually the child suffered from an injury that could not be repaired because of his misdiagnosis. Thinking of the uncomfortable scene of nephew and the difficulty of registration, Liao Jieyuan wanted to do something with his familiar IT technology, so that people could see a doctor more conveniently. Then he founded the registration network, the predecessor of the micro medicine.

A group of internet medical enterprises aiming at different roles such as patients, doctors, hospitals, medical insurance, medicine and so on began to set up at that time, and gradually got the favor of capital. It also opened up the era of "big circle" of Internet healthcare. Various registered platforms, medical information companies and start-ups entered the Bureau in succession, and a large amount of funds came from investment institutions and listed companies.

Among them, the giant BAT has also entered the internet medical treatment. In January 2014, Ali joined the Yunfeng fund to buy 1 billion 37 million CITIC in twenty-first Century. In September 2, 2014, Tencent spent $70 million to invest in health care Internet Co Ding Xiang Garden. Instead, Baidu, the first incoming, did not gain too much. Because of the strategic positioning of "registered", it failed to become the first entrance of internet medical service.

According to the Internet health research report released by the new trisomy Institute, China's Internet healthcare has maintained a compound annual growth rate of 38.7% in 2012~2016, reaching 10 billion 900 million yuan in 2016.

Capital has also given the courage of internet medical enterprises. In twenty-first Century, many of the Internet Medical entrepreneurs contacted by the economic report reporter said that many people wanted to subvert medical treatment and solve the existing pain points, such as providing legal services for doctors in order to solve the contradiction between doctors and patients.

Even brokerage firms have similar views on Internet healthcare. In 2014, CICC reported a report on the medical industry, "the upsurge of Internet based medical care". Every new technology trend will lead to disruptive changes in traditional industries. In the Internet era, the collision and integration of mobile Internet and traditional industries have taken place. Mobile medical services can meet the needs of market segments and effectively save related costs.

CICC said there is reason to believe that the next stage of the Internet industry's cross boundary will be to subvert medical treatment, pointing out that mobile medical is expected to control costs by increasing efficiency. Citing the McKinsey report, the application of Internet and mobile technology will save 1100~6100 billion health expenditure per year in China.

"Restrained" cat winter

Internet healthcare experienced a major explosion of capital in 2014. In 2015, the brutal growth and burning wars brought about by policy, technology, capital and market drive were also exploring breakthroughs in various profit models.

In 2014, Ding Xiang Yuan announced the construction of a general practice clinic under the construction line. In March 2015, Ali health extended olive branches to 18 000 clinics. Almost at the same time, the registered network also launched a micro medical product, announcing the entry into the team medical treatment stage; in May 2015, the "light inquiring" platform was also announced by doctors in the spring rain.

But these roads do not seem to go smoothly. When the doctor set up the clinic in spring rain, "the fall of the doctor in spring rain" was circulated on the Internet.

In November 2015, in a forum, Zhang Rui and Peking University People's hospital president Wang Shan conducted an intense dialogue, the two sides interrupted each other up to 18 times, exposing the plight of Internet health care to the public.

Wang Shan said frankly that doctors in the Internet mode can not guarantee medical quality and patient safety.

Obviously, many internet medical companies have not found suitable profit models. In the second half of 2016, as a result of deep profit predicament, simply connecting doctors and patients is difficult to solve the pain point in the medical industry. Many internet medical companies have been layoffs or even gone bankrupt, and the whole industry has entered a cold winter.

In April 2015, when the Internet was not chill, Yang Hongqiao, chairman of the core alliance, expressed his anxiety about the industry to the twenty-first Century economic report reporter. The mobile medical profit model was unclear, and the 90% company would be eliminated. He plans to raise funds as soon as possible and store ammunition in cold winter.

In the second half of 2016, as a result of deep profit predicament, simply connecting doctors and patients is difficult to solve the pain point in the medical industry. Many internet medical companies have been layoffs or even gone bankrupt, and the whole industry has entered a cold winter.

During the national day of 2016, Zhang Rui died of myocardial infarction. The last update of his friend circle of WeChat stayed in September 15, 2016. The content was forwarded a clarification article by the doctor of the spring rain. "The road and long journey will be there."

Public reports show that more than 1000 mobile medical companies have been written off in 2017, and so far, fewer than 50 survivors are actually operating. At the peak of the previous two years, the domestic mobile medical company expanded to 5000.

Ceiling

As capital and players cool down, Internet healthcare is limited to information supply, user registration and light inquiry.

By the end of 2015, in 2016, doctors and doctors were exploring Internet hospitals.

In March 2017, 17 Internet hospitals concentrated on Yinchuan amid a decline. Good doctors and doctors began to take the Internet hospital as an entry, and tried to explore the core links including online diagnosis and treatment, auxiliary diagnosis, prescription drugs, medical insurance payment and so on.

At the same time, doctors of the spring rain, health 160 and so on chose an empowerment hospital to help the real hospital to realize the Internet based whole business process outside the face examination and examination links; Medical Alliance and Penguin doctors set up a shared medical model based on offline clinics, and introduced commercial insurance.

In fact, when the Internet hospital in Yinchuan landed in 2017, the industry also experienced a shock. In April 2017, the economic report reporters in twenty-first Century received a national level "Internet consultation management method (Trial Implementation) draft," one of which is to prohibit medical institutions (private hospitals and public hospitals) from being called online hospitals. This means that Internet Medical exploration may be profitable Internet hospital has not yet begun to end. The document was not released in public.

A year later, in May 2018, the internet medical industry also came out of a non public letter issued by the office of the National Defense Planning Commission on the Internet consultation management method (Trial) (Draft) and the opinions on promoting the development of internet medical services. Local regulatory authorities, practicing doctors, service contents and objects have been restricted. All internet medical institutions set up before and after approval shall be cancelled within 15 days after the release of the method and re registered according to the new method, and other forms of Internet diagnosis and treatment shall not be carried out beyond the contracted services of chronic diseases.

This means that if the draft is formally approved, several leading internet medical companies will be zeroed in on the Internet that was set up at a big expense. The Internet inquiring platform, which is not attached to the entity, will no longer exist, and the relevant Internet diagnosis and treatment activities will also be banned.

Fortunately, the new regulations did not impose a "one size fits all" ban on Internet hospitals.

An industry veteran told the economic news reporters in twenty-first Century that the health care industry was greatly influenced by policies. The policy of Internet hospitals was not clear. It seemed to become a net that bound the development of Internet enterprises, a ceiling that could not really break through. Under this background, neither commercial insurance nor medical insurance payment can be better involved.

In 2019, there were many Internet hospitals landing. Since the launch of the second online hospital of Guangdong, the first online hospital in China in October 2014, more than 150 Internet hospitals have been registered in the national enterprise credit publicity system.

However, for Internet hospitals, there are no clear solutions to the two core problems, online prescription and online medical insurance payment, which seems to be the ceiling for further development of Internet companies.

Towards spring?

The advent of the new crown pneumonia situation has enlarged the advantages of internet medical treatment: Patients online consult their condition, reduce the risk of nosocomial infection, break the geographical restriction of medical resources, solve the problem of drug purchase for patients with chronic diseases, including Ali health, micro medicine, Ding Xiangyuan and so on.

Chen Qiulin, deputy director of the Chinese Academy of Social Sciences Health Development Research Center, believes that the performance of internet medical treatment in this epidemic can be called the second battlefield of medical treatment.

The relevant person in charge of micro medicine told the twenty-first Century economic report reporter that as at 21 in March 27th, the total number of visits to the crown Hospital of the General Hospital of the micro medical Internet was over 130 million, and 52 thousand doctors had received online consultation. The total number of medical consultation services was 1 million 676 thousand. Among them, the "new crown pneumonia real-time rescue platform" found more than 1600 cases of suspicious cases of new crown pneumonia. After obtaining the consent of the patients, it was reported directly to the local disease control department and became the air defense line for epidemic prevention and control.

The state has also noted the role of Internet healthcare in the epidemic, and has also issued many articles to encourage the development of Internet healthcare.

In February 4th, the national health and Health Commission issued the notice on strengthening the prevention and control of pneumonia in the field of information supporting new coronavirus infection. In February 7th, the national health and Health Commission issued the notice on "Internet consultation and consultation service in epidemic prevention and control", calling for full play of the role of the Internet in the prevention and control of epidemic situation.

In March 2nd, the two departments of the national health insurance agency and the national health and Health Committee issued the guidance on "Internet +" medical insurance services during the period of promoting the prevention and control of new crown pneumonia, and made clear the online referral services for common diseases and chronic diseases provided by the Internet Medical Institutions to meet the requirements.

This has broken the problem of medical insurance payment that Internet companies have never been able to break through.

With the issuance of many times by the national health and Health Committee, various Internet health policies have been launched everywhere, encouraging Internet diagnosis and treatment to carry out epidemic prevention and control, and opening the official Internet diagnosis and treatment platform in Hubei, Shanghai and Zhejiang. Under the blessing of policy, Tianjin even approved the Internet treatment project for 11 minutes. The internet medical business has increased geometrically. In the first three months of this year, the number of new businesses has increased to more than 11000.

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