Article | Health Knowledge Bureau Xiaomi
Editor | Health Knowledge Bureau Yan Dongxue
"In the future, we will take C2B as a hand, to 'two-wheel drive' to help the wisdom of medical and health." Recently, Tencent Senior Executive Vice President Tang Daosheng released a clear signal to the outside world: Tencent medical will be based on the service users, the joint government, industry, and partners to establish an industrial alliance, with a view to breaking the game in the medical industry.
With the improvement of the national standard of living and the acceleration of population aging, health care has been China's fastest-growing market in the next 20 years, not only Tencent, Ping'an good doctor, good doctor, micro-medicine, Jingdong, Pinduoduo, and other Internet giants competing in the race to enter the enclosure.
Especially during the new crown epidemic, Internet health care played a huge role. According to incomplete statistics from the Health Knowledge Bureau, during the epidemic earlier this year, more than 10 Internet medical platforms launched online consultation pages, and more than 200 public hospitals carried out free Internet diagnosis and treatment of new crown pneumonia or online counseling, with a cumulative total of nearly 10 million person-times of service.
Tencent, for example, two years ago, Tencent adjusted the organizational structure, the newly established cloud and wisdom industry business group, in order to promote the digital upgrade of various industries. Among the medical aspects, in 2015, WeChat Wisdom Hospital launched services such as appointment registration, payment and waiting for treatment; in 2017, Tencent Foraging and Tencent Medical Dictionary were launched; in 2019, Tencent Health promoted e-health card and health insurance e-voucher through WeChat across the country, connecting the national healthcare institutions as well as retail pharmacies.
These are the embodiments of Tencent's medical C2B strategy. Mr. Tang has said publicly that the important development of the Internet in the next 20 years will come from the To B area, and Tencent is determined to set the company to meet the arrival of the industrial Internet.
In the race of the giants, some platforms are trying to build their own medical map, get rid of the mode of relying only on the flow of simple connections, and turn to the industrial end (B-side) through the technological assistance, in order to attract more users (C-side), to create their own chain of medical value services.
"Connecting" medicine
Improving the communication efficiency of the whole industry chain
Digitization is not something that happens overnight, and it is long-term and complex. It is characterized by long-term and complexity, especially in the healthcare field. Digital healthcare needs to connect governments, healthcare organizations, retail pharmacies, and ultimately the general public in the healthcare services.
On November 24, 2019, a national health insurance e-voucher conference led by the National Health Insurance Bureau was held in Jinan, where the three companies present, Tencent (Weixin), Ali (Alipay), and Weimed (E-Link), were simultaneously granted access to open health insurance e-vouchers in some cities in seven provinces (cities) in Hebei, Jilin, Heilongjiang, Shanghai, Fujian, Shandong, and Guangdong.
Medical insurance card officially entered the electronic information age, the three companies are standing on the same starting line. According to the planning of the National Health Insurance Bureau, health insurance e-vouchers can be loaded on WeChat, Alipay, and E-Link App at the same time, and the choice of which software to use is completely given to the user.
In other words, whoever has a smoother connection with the hospital and a better experience for the user has a chance to get a bigger share.
The Health Knowledge Bureau was informed that as of August 2020, all 16 cities in Shandong province have achieved full coverage of the health insurance e-voucher application,**** activation of 16,001,000 people, covering 20,025 fixed-point pharmacies, fixed-point medical institutions 7614, health insurance e-voucher transactions have been accumulating 3,855,000 pens, involving a total amount of 27000000 million yuan.
"Compared to the e-vouchers offered by other companies, Tencent's biggest advantage is the hundreds of millions of active users of WeChat. "Wang Shouping, director of the Planning, Finance, and Regulation Division of the Shandong Provincial Health Insurance Bureau, told Health Knowledge Bureau that especially in economically underdeveloped areas in Shandong Province, WeChat still has a relatively large number of users who are using e-health insurance vouchers.
Alibaba's advantage lies in the fact that not only does it provide electronic vouchers for health insurance in Alipay, but it also upgrades the prescription flow system through the Ali Health (renamed Medical Deer in September this year) App, utilizing a number of its Apps to link up in order to expand the scope of medical services. The user can choose a pharmacy near his home to deliver after the online consultation, and complete the consultation, prescription and medication without leaving his home.
Hungry Momma data show that between April and May this year, more than 10,000 pharmacies across the country are on Hungry Momma, providing consumers with home delivery services. During this period, in Hungry's platform, high blood pressure, diabetes and other chronic disease prescription drug sales increased by 350%.
At the same time, as a technical realization unit of the National Health Insurance Bureau health insurance electronic voucher, micro-medicine has a data interface. In addition, its "Internet General Hospital" method, has been the national scale of the leading Internet hospital group, including 12 physical medical institutions and 21 provincial and municipal Internet hospitals. After the user receives the electronic health insurance voucher, you can complete the consultation, purchase medicine, payment, repeat the consultation without having to receive again, choose the same consultant can.
Of course, to change the difficult and expensive medical status quo, just to enhance the hospital experience is still far from enough. Effectively diverting many patients to retail pharmacies is also an important goal of this round of healthcare reform.
"In the past few years, the pharmacy has experienced a variety of online and offline various different border business various impacts, and now must consider the onlineization of the physical store, Tencent's entry point is here." Tencent medical vice president Zhang Mang explained, specifically can start from the intelligent retail and intelligent health solutions, on the one hand, let the drugstore from a single store service into a 24/7 service; on the other hand, expand the drugstore scene, such as Europe and the United States, as the expansion of the micro-checking centers from the simple sale of drugs.
At present, Tencent has already cooperated with domestic pharmacy chains such as Neptune Star, and the People's Pharmacy. Liu Chenglong, director of Neptune's marketing department, told the Health Knowledge Bureau that its 80 million members can purchase medicines online through WeChat's mini-programs, and the fastest way to deliver medicines to their homes is in 30 minutes.
With a convenient way to buy drugs, how to reduce the cost of communication between the user and the pharmacy, to improve the rate of purchase of the first payment, the user stickiness, is the Internet health care platform efforts to solve the problem.
Among them, the chronic disease management of the medical association and the chain drugstore cooperation is more solid. The "cloud pharmacy" for the majority of hepatitis B, HIV patients to provide online program management + prescription drug delivery services, to ensure that the long-term medication patients compliance, but also for the company to obtain a stable, considerable cash flow.
As healthcare reform continues to advance, medication adherence will be a key factor in determining the life and death of Internet companies. The information network established by the Internet platform between medical institutions, retail pharmacies and patients will also play an increasingly important role, ultimately changing the medical habits of all parties and improving the efficiency of medical services.
AI boost
Intelligent healthcare enters the "cloud era"
In the wave of digital reform of the Internet +, to create an ecosystem, it is still not enough just to rely on links.
Based on big data, AI, and open platform architecture capabilities, Tencent has constructed a "smart medical center" to provide a complete set of technical support for medical institutions in clinical care, health management, scientific research, and teaching, and to work with partners*** to build "smart hospitals," "health cities," and other smart medical services. "
As a result of this, we are now able to provide a complete set of technical support to medical institutions for clinical care, health management, scientific research and teaching.
As the first batch of tertiary hospitals to cooperate with Tencent on "smart healthcare", Shenzhen Nanshan Hospital has started its exploration since 2018. Lv Zhouping, deputy director of the hospital's network technology department, introduced to the Health Knowledge Bureau that with Tencent's intelligent triage technology, all departmental appointments can be accurate within half an hour; at the same time, Tencent's cloud storage technology has also made it possible for thousands of medical images to be read at the same time in the hospital, which has greatly improved the efficiency of the front-line clinicians.
Lv Zhouping specifically pointed out that in Nanshan Hospital, after patients upload their medical history information under their real names, the AI engine of the smart medical platform will analyze and judge, and match the expert number to patients with serious conditions who urgently need an expert's presence, in order to enhance the service efficiency of the healthcare organization. For young doctors, this AI system based on medical big data can assist in improving clinical diagnosis and treatment, and reduce the probability of misdiagnosis and omission.
Dr. Zheng Yefeng, director of Tencent's Tianyan Lab, revealed that in the Hubei Yichang stroke risk prediction project, the summary of all the data from the five partner hospitals showed that the diagnostic accuracy rate was increased by 10% to 20% after using horizontal federated learning to do joint training.
However, improving the clinical diagnosis and treatment ability of young doctors and primary care doctors is ultimately a long process. Tencent medical vice president Wu Wenda has lamented, to improve the quality of primary care first to establish mutual trust between doctors and patients, this kind of trust in human nature, not the Internet service can be realized as soon as the store, the need for the team to go offline to communicate with a hospital.
AI systems for medical institutions, of course, more than one Tencent, micro-medicine, Zhuo Jian, Shangtang, Yi Tu and dozens of companies have developed this business. Some industry insiders told the Health Knowledge Bureau that the current technical threshold of this market is not very high, and the competition is very fierce.
In recent years, the Health Knowledge Bureau has seen many Internet giants enter the traditional medical field, always using the Internet thinking of "fast and unbreakable", which makes it difficult to promote the actual work.
After repeated setbacks, the giants are becoming more familiar with the healthcare industry and are slowly finding the right rhythm of development.
In the medical field, Alibaba has also adjusted its business model several times. From the Tmall Pharmaceutical Museum on-line, the acquisition of CITIC 21st Century set up Ali Health to test the waters of electronic health code, and then in early September this year on-line network diagnostic platform "medical deer", Ali Health business also gradually encompasses the pharmaceutical e-commerce, online diagnosis, remote medical care, AI systems, etc. However, Ali Health 2020 financial report, the company's business is not only the business of the medical industry, but also the medical industry. However, Ali Health's 2020 financial report shows that its annual loss amounted to 15.696 million yuan, which is the sixth consecutive year of loss since listing.
The Ping An good doctor and Jingdong Health, which are currently favored by the capital, have a **** the same characteristics - self-built team of doctors, and at the same time, also reached a strategic cooperation with the offline chain of pharmacies, community health care institutions, the Internet service is really on the ground.
Medicine is a very traditional industry, analysts pointed out that the Internet company if you want to make a difference, you have to go deep into the mode of the industry, otherwise you can only stray between the links, it is difficult to find a profitable model.
Under the epidemic
A "C2B" strategy to upgrade the practice
Although the medical field is recognized as a commercial gold mine in the next 20 years, at present, the Internet is not the only one. In the midst of the race, the various companies are competing to complete a large-scale layout of medical information as soon as possible, and to make a concerted effort to participate in the process, looking forward to the overall breakthrough in the reform of the national healthcare system.
Undoubtedly, the new crown epidemic that swept the world in 2020 accelerated this process. In the face of the epidemic, Internet + medical once again ushered in a round of favorable policies. In Tang Daosheng's view, the epidemic has made people re-examine the importance between the public **** health system and smart healthcare.
"In the process of fighting the epidemic, Tencent is not a 'bystander', but a 'fellow traveler' who fights side by side with the majority of medical workers." Tang Daosheng said, from public **** health management to hospital digitization, medical health is ushering in an all-round upgrade.
At the 2020 Tencent Global Digital Ecology Conference held in September this year, Tencent Cloud launched the "Apricot Grove Program" to build a new ecosystem of intelligent medical health with industry partners***. According to Tang Daosheng's vision, Tencent on the one hand to help individuals, through the information, registration, consultation, medicine, payment and other health services, to achieve online and offline integration of medical and health services; on the other hand, to help the government, hospitals, health care institutions, pharmaceutical companies, the wisdom of upgrading, through the digital solution, to help the supply side of the innovation.
In other words, with C2B as the core strategy, Tencent, in addition to providing digital solutions for pharmaceutical enterprises, retail pharmacies, medical institutions; will also build PAAS platforms for the government, health insurance data center, DRGs operation and management, Internet + health insurance and other scenarios.
This play will, with the continued deepening of the medical field, further help digital healthcare **** the interconnectivity of the same body, to synergize the ecological output of intelligent medical solutions, and ultimately to promote the digital transformation of medical and healthcare industry. For example, at the aforementioned conference, Tencent medical vice president Huang Lei announced the opening of the Tencent Medical Dictionary API in order to establish cooperation with different types of platforms, such as search portals, content platforms, mobile apps, and smart hardware.
Obviously, the Internet health care industry is large, and is by no means an all-you-can-eat game.
In the first half of 2020, Jingdong Health's pharmaceutical e-commerce business sales amounted to 7.7 billion yuan, which is more than the sum of 9,000 third-party merchants and contains 10 million SKUs, with an annual live user base of about 72.5 million.
And Ping'an good doctor's advantage is to create the largest physician ecosystem in China. The Health Knowledge Bureau has learned that Ping An Good Doctor has a medical team of more than 1,800 people in the company, and the platform gathers nearly 10,000 experts across the country, and has established an offline cooperation network that includes more than 110,000 cooperative pharmacies, 49,000 cooperative clinics, and more than 2,000 medical checkup centers.
The lack of these traditional medical resources is what Tencent, as an Internet company, needs to make up for. In 2015, Ma Huateng formally put forward in public Tencent's open stance of "handing over half of its life to its partners"; in 2018, Ma Huateng once again emphasized the concept of "industrial Internet", and Tencent also carried out structural changes in the same year. The change. Now two years later, the road is long, shining golden light of the medical industry is still the field of the Internet giants to run wild, and to B digital ecological capacity is the key.
This is the first time we've had to do this.