BAT Three Kingdoms Killing Fire, Burning Medicine, E-commerce
The news that Tmall Medical Museum will be merged into Ali Health has just been exposed. Yesterday, Ali Health immediately announced the latest personnel appointment. Wu Yongming, one of the 18 founders of Ali Group and a partner of Ali Group, will serve as Chairman and Non-Executive Director of Ali Health. Wang Lei is the CEO and Executive Director of Ali Health.
If in 2014, BAT (ie Baidu, Alibaba and Tencent) layout the future of Internet medical treatment is one after another, then in 2015, you can use fierce to describe. From the latest developments, BAT's battle has gone from "grabbing" hospitals, "grabbing" payments, "grabbing" doctors, and entering the era of "robbing" medical e-commerce.
The recent hot sale of drugs
Recently, the sale of medicines is really hot, and various mergers, acquisitions, restructurings, and integrations have basically never stopped. In the words of Zheng Haotao, general manager of Guangdong Jinkang Pharmacy, "this industry is really lively like never before."
On April 15, Ali Health announced a final agreement with Alibaba Group, which will transfer the trading rights of Tmall's online pharmaceutical business to Ali Health. According to data from the China Medical E-commerce Research Center, the Tmall Medical Center is the largest channel for pharmaceutical e-commerce. Last year's transaction volume accounted for 46.9% of the total pharmaceutical B2C market.
Just in the previous day's medical e-commerce forum, Baidu also announced a strategic cooperation with the China Pharmaceutical Materials Association, launched a "medical direct", officially launched in May. According to reports, "medicine direct" is to turn the demand for medical advice on Baidu search into business opportunities. Users can enjoy consultation, drug selection, purchase, and drug delivery one-stop service in Baidu search pharmacies. First of all, there are four domestic well-known chain pharmacies such as Jinxiang Pharmacy, Jiashitang, Fumei Pharmacy, and People's Pharmacy. This may become the new platform-type e-commerce traffic portal after the Tmall Medical Museum.
Tencent did not dare to slack off when entering the medical e-commerce business. Last year, after the “registered network†received the $106.5 million financing from Tencent, it has now completed its holding of Golden Elephant. Golden Elephant Network was launched on June 18, 2007 and is the second online pharmacy in China.
Three giants closed-loop preliminary molding
If we connect the various actions of BAT in 2015, it is not difficult to find that these three big coffees have basically completed the closed loop from registration to consultation, and then to the Internet medical health service for purchasing medicine.
On January 15, Baidu and the domestic medical authority 301 Hospital announced the establishment of a mobile Internet medical online platform; on January 28, Baidu launched Baidu doctor App, fully entered the mobile medical O2O, providing users with a doctor, about Doctors and doctors' services; In February, Baidu's strategic investment in healthcare network extended Baidu's medical service expansion to offline. Nowadays, with the addition of "medicine direct", Baidu has basically formed a closed loop of online and offline.
As Alibaba Group COO Zhang Yong said, Ali Health will be built into an ecosystem covering medicines, hospitals, doctors, third-party medical testing institutions, medical insurance, health management, and patients. From the current point of view, this is also taking shape. Cooperated with Weining Software to directly refer to the hospital's prescription, seize the electronic prescription flow entrance; promote the socialization of the electronic prescription of the Beijing Military Region General Hospital; reach an agreement with Dean Diagnostics, introduce a third-party inspection/inspection center; and launch the Ali Health Cloud Hospital platform website... ... Now that there is the Tmall Medical Museum, Ali Health has become a chapter in the medical health industry.
Let's look at Ma Huateng's medical dream. Beginning in 2014, Tencent launched WeChat Wisdom Hospital, and then invested in wearable Prudential, invested in clove garden, invested in registration network, and won the Golden Elephant Network. The latest action is that Ma Huateng has invested in health yuan. It is said that Zhu Baoguo, chairman of Health Yuan, is working on creating an online consultation platform called “Cute Doctorâ€. The layout of Tencent’s “Smart Hospital†has taken shape. (Reporter Lu Zhilin)
Would you like to be on BAT+?
The concept of Internet medical health services has reached a hot spot, but the pharmacy owners who are the BAT Internet + the other end are worried.
According to the monitoring and statistics of China Pharmacy Medicine E-commerce Research Center, the annual transaction scale of China's pharmaceutical B2C market reached 7.79 billion yuan in 2014, accounting for only 2.8% of the total 280 billion yuan of Chinese pharmacy market, with a growth rate of 83%. For traditional pharmacies that have fallen below double-digit growth, the volume of this transaction can be described as weak, but this increase is also considerable.
Guangdong Province is still the biggest winner of pharmaceutical e-commerce. Four of the top five pharmaceutical e-commerce companies are from Guangdong, and seven of the top 10 are from Guangdong. Therefore, Guangdong has also become a province in the province of Ali, which is a key province after Shijiazhuang in Hebei and Hangzhou in Zhejiang. It is reported that in addition to Guangyao Baiyun Mountain, the recent Ali health has successively reached cooperation with Guangdong Dashenlin Chain Pharmacy, Guangdong Kangzhijia Medicine Chain, Guangzhou Jihetang Pharmacy and other chain pharmacies.
“Ali Health hopes to cooperate with the stores of chain pharmacies and recommend to install mobile phone clients to customers. To put it bluntly, it is to educate consumers to buy medicines online.†A person in charge of a pharmacy in Guangdong, who did not want to be named, told the Yangcheng Evening News reporter, “ We also signed a cooperation agreement with Ali Health, but I regretted it once I signed it."
“Unlike small chain and single pharmacies, large chain pharmacies have fairly stable passenger flow and fixed membership. It is recommended to install mobile client to their members. It is equivalent to helping others cultivate consumption habits, and they are likely to lose. The customer said. The above-mentioned person in charge said that consumers will face the nationwide pharmacy in the future, and the national pharmacies can participate in the price comparison. "This is not to raise your own feet, ask for trouble!"
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