Ali Health and Baiyun Mountain, one has technology, one has resources, and the cooperation between the two sides can be said to complement each other. "Dream always has to be, if it is realized," this is Ma Yun's definition of dreams. This time his " medical dream" has taken another step.
On the evening of January 15, Ali Health Information Technology Co., Ltd. announced that it had signed a framework agreement with Guangzhou Baiyunshan Pharmaceutical Group Co., Ltd., and the two sides will carry out strategic cooperation in medicine and medical health. Once the news was released, it attracted widespread attention.
According to the framework agreement, in the field of pharmaceutical e-commerce, the use of Ali's platform and technical resources and Baiyunshan Pharmaceutical's rich pharmaceutical products, huge retail network and mature pharmacy hosting system to jointly explore and develop drugs "online to offline" or "O2O" marketing model. In terms of large health products, Baiyunshan Pharmaceutical's existing health products are interfaced with the company's platform, and specific products are jointly developed based on the company's large health data. In addition, in the area of ​​medical health services, combined with Ali's technology and platform and the medical resources of Baiyunshan Medicine, jointly develop "future hospitals", explore new business development, and explore new modes of operation to promote the social circulation of hospital prescriptions.
Ma Yun’s “Internet Medical Dream†has been revealed very early. "After 30 years, doctors can't find a job!" Ma Yun said at the World Internet Conference that many people still remember deeply. Although doctors can't be unemployed because of the "invasion" of the Internet, hospitals will not close because of the "hot" of various online medical treatment platforms, but Ma Yun, who is carrying a "medical dream," will throw a billion yuan, and will be CITIC. In the 21st century, the spirit of Ali's health and active preparation for the "future hospital" has really made people feel the momentum of the Internet tide.
As China's largest Internet B2B platform, Ali has been in the process of laying out in the field of medical e-commerce. When Alibaba spent 1 billion yuan to settle in CITIC's 21st century, it is widely speculated that Ali's move is to obtain a direct sales license for medical e-commerce. Previously, in order to circumvent the license, Ali could only indirectly sell the traffic to other e-commerce websites through Tmall or Taobao. This time, Ali Health and Baiyunshan's cooperation, medical e-commerce is placed in the top position. Ali Health CEO Wang Yaqing said frankly that one of the reasons for the cooperation between the two sides is because the current proportion of pharmaceutical e-commerce is very small. The “Ali Healthâ€, which is controlled by Ali and Yunfeng Fund, and the strategic cooperation intention of Guangyao Baiyun Mountain will not only provide new ideas and business models for the transformation of Baiyun Mountain to the Internet, but may even lead to a new pattern for the pharmaceutical industry.
The cooperation between the two sides can be described as complementing each other. For example, Ali's current prescription drug online sales business, Ali's lack of product resources, logistics resources, hospital resources, doctor resources, licensed pharmacists resources, Baiyun Mountain. It is a matter of time before the online sale of prescription drugs is released. The medical and health industry can be said to be the last big cake of e-commerce in China. Ali has an inherent advantage in this respect. Cooperation between the two sides, the sword refers to the big cake in the field of medicine and health.
According to data released by the China E-Commerce Research Center, the entire pharmaceutical e-commerce market in 2010 was about 200 million yuan, and in just three years, the online pharmaceutical market reached 4 billion yuan in 2013. However, compared with the prescription drug market, the market size of 4 billion yuan is “small and uglyâ€. According to public data, the market share of prescription drugs in China is about 800 billion yuan, and the non-prescription drugs are only 200 billion yuan. Prescription drugs have high gross profit, high price and large market share. If this cake is cut, the market prospect is very impressive. The prescription drug market has always been occupied by hospitals. If the sales of prescription drugs in online pharmacies can be banned, domestic pharmaceutical e-commerce will usher in a spurt development.
In fact, with the tide of “internetization†in the traditional industry, the medical health cake is being squashed by Internet giants such as Tencent, Baidu and Ali. In July last year, Baidu cooperated with intelligent hardware manufacturers and service providers to launch “Beijing Health Cloud†to collect data and analyze it through wearable devices. In September last year, Tencent strategically invested in the medical and health Internet company Clove Garden; one month later, it re-invested in the registration network, and the registered network launched a new “micro-medicine platform†with the resources of Tencent. From the use of WeChat in the establishment of "smart medical platform" in major hospitals across the country, to invest in large-scale investment in clove gardens and registered networks, layout O2O, in 2014, Tencent's actions in the medical field is not small.
However, in the medical and health field, Ali is clearly ahead. "Dream always has to be, if it is realized", this is Ma Yun's definition of dreams, he is gradually realizing the "medical dream" in his heart. This cooperation with Baiyun Mountain has made Ma Yun's "medical dream" an important step. After holding Baiyun Mountain, what will Ali have? let us wait and see.
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