Analysis of investment potential of smart medical industry in China

Smart medical market investment potential

The smart healthcare market has huge investment potential :

First, the policy environment supports smart healthcare. Since 2013, the government has increased investment in health informationization. The Health China 2020 Strategy Research Report issued by the Ministry of Health pointed out that in the medical informationization , the Ministry of Health will launch a national public health system project with a budget of 61.1 billion yuan. It includes the standardization construction of large-scale general hospital information system, the establishment of a national electronic health record and a regional medical information platform. And the "Italian Network "Twelfth Five-Year Plan", "Several Opinions on Promoting the Development of Health Service Industry", "Several Opinions on Promoting Information Consumption to Expand Domestic Demand", "Chinese Medicine Health Management Service Specification" and other documents were issued, It has created a good policy environment for the development of smart healthcare.

Second, the enthusiasm of the capital market for smart healthcare has been ignited. Some regional governments have set up smart health care funds, including Internet giants such as BAT, venture capital, and listed companies to deploy smart healthcare from the fields of medical information, mobile medicine , and wearable devices.

Third, wisdom medical treatment has deepened the means of medical reform. There are some strategic shifts in the medical industry . These strategic shifts are reflected in the transformation of traditional medical management concepts, from “treatment-centered” to “patient-centered” transitions; on the other hand, changes in traditional medical care models. It will solve the long-standing problems of "difficulty in seeing a doctor, expensive medical treatment, three long and one short". To fully realize the above changes, smart medical care is an important means to achieve a strategic shift in the medical industry.

Finally, "Internet +" accelerates smart healthcare. The distribution of medical resources in the medical system is not balanced, resulting in a medical cycle of “big hospitals smashing heads and small clinics touching their heads”. When "Internet +" is integrated into production and life, smart healthcare based on the Internet has become a new expectation.

Smart medical market investment hotspot

Smart healthcare will certainly drive a profound shift in the health care service model and management model. It will also bring investment opportunities in electronic health records, electronic medical records, mobile medical, telemedicine and related fields.

First, smart medical care will drive the development of the “smart medical” equipment manufacturing industry. The development of a new generation of "smart medical" equipment is aimed at reducing the workload of doctors and nurses. Building "smart medicine", in addition to providing convenience for patients, can not increase the workload for doctors and nurses.

Second, smart homes are welcoming development opportunities. Smart medical care and smart home can be said to be closely related. For the general public, especially those with mobility problems or the elderly, there is hope that smart medical care can solve some simple health monitoring, registration and other issues without leaving home. With the development of technology and the injection of business, smart medical care will inject new possibilities into smart homes.

The third is the integration of security technology. From the perspective of the external environment, with the rise of the concept of “smart medical care”, some emerging companies focused on smart healthcare have emerged in recent years. Some of these companies provide service platforms, and some provide specific products. This aspect shows that the market of smart medical care is emerging and developing. On the other hand, we also see that these enterprises lack the technical accumulation and experience accumulation of traditional security enterprises, which provides an opportunity for security enterprises to enter the smart medical industry.

In the "2016-2020 China Smart Healthcare Industry In-depth Research and Investment Prospects Forecast Report", CIC Consultant pointed out that there are many investment opportunities in the field of smart healthcare. However, from the perspective of the company's own conditions, choose the one that matches itself. Sub-areas are indeed waiting for companies to further study.

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