On February 8, 2020,65438, JD Health was officially listed in Hong Kong, with a share of HK$ 70.58, an increase of over 40% that day. Its share price reached HK$ 100, and its market value exceeded HK$ 300 billion. It officially joined hands with Ali Health Doctor and Ping An.
According to the prospectus, the total revenue of JD Health in the first three quarters of 2020 was 654.38+0.32 billion yuan, a year-on-year increase of 776.5438+0%; In the past three years, the average annual net profit reached 267 million yuan, and in the first half of this year, the net profit exceeded 20 19, reaching 37 10 million yuan; In the twelve months ending September 30, 2020, the number of active users in JD Health was 80 million. Compared with the strategic losses of other lines in JD.COM, this set of data is really "bright".
Photo: JD Health Prospectus
However, behind the "bright eyes", we should also clearly see that in JD Health, the sales of medical and health care products occupy an absolute position, accounting for 87.6% in the latest financial report in 2020, which means that JD Health still has not stepped into the field of health service consumption, and relies more on the sales of products with traditional e-commerce thinking.
It has long been in the strategic layout of JD Health to continuously deepen the field of health services. At present, JD Health has four major sectors: medical and health e-commerce, Internet medical care, health services and smart solutions, and the core target group of health services is "the elderly".
Photo: Jin, General Manager of Internet Hospital Department of JD Health University
At the 12th (20 19) China PICC China Economic Media Summit, Jin, general manager of JD Health Internet Hospital Department, made it clear that:
"Why do you want to set up the JD Health plate? It comes from the needs of users, especially the needs of our elderly users for health services, and the demand for online and offline integrated services is getting stronger and stronger. "
"JD Health has set up a special service section for the elderly, hoping to help solve the problem of healthy pension for the elderly at home through the Internet".
If we look back at the "multiple contacts" between JD.COM and old-age care in recent years, we will find that these statements are not groundless:
20 19 10/,JD.com and Zhong Jian Pratt & Whitney Pension Industry Group reached a strategic cooperation. The two sides will fully integrate their digital technology capabilities in the pension industry, promote the establishment of a smart industry system with full life-cycle community and family development as the core, and lead the development of a new domestic public welfare economy.
In May 2020, JD.com and China Life jointly established the first online retirement community in China-"China Life JD.COM Retirement Guangyuan", giving full play to the advantages of China Life Company in fund management and account management and JD.COM. COM online shopping mall and medical resources, and organically integrate retirement asset management, medical care, first aid, living consumption, spiritual entertainment and other services. To serve users through cross-border cooperation.
In June 2020, JD Health reached a strategic cooperation with Japanese pharmaceutical company Cai Wei China, hoping to combine Cai Wei's accumulated experience, knowledge and medical solutions in the treatment of various diseases with JD Health's medical e-commerce and Internet medical services, and launch a one-stop online service platform to provide comprehensive medical, health and life services for the elderly.
The construction of the platform is divided into three stages:
In the first stage, taking Alzheimer's disease as the breakthrough point, we introduced key elements such as users, doctors and medical institutions, and constantly tried to run through the model. After that, it will try to introduce the government and make some services provided by the platform become the content of government procurement;
In the second stage, within one to two years, 2-3 kinds of chronic diseases of the elderly will be added to improve the comprehensive service capacity of the platform;
In the third stage, the Lexiang platform will be extended to a larger group of non-patient elderly people, covering most high-risk diseases of the elderly and meeting all the needs of elderly users.
On June 27th, 2020, 10, JD Health and Cai Wei China announced the establishment of a joint venture company-Jingyi Wei Xiang (Shanghai) Health Industry Development Co., Ltd. in Jing 'an District, Shanghai.
On June 25th, 2020, under the guidance of the Consumer Goods Industry Department of the Ministry of Industry and Information Technology, the Electronic Information Department of the Ministry of Civil Affairs and the Pension Service Department, JD Health planned the Chongyang Filial Piety and Love for the Elderly Shopping Festival, which landed in JD.COM Mall on the same day, and was also the first "elderly consumption festival" in China.
In August, 2020, JD Health launched the JD.COM Family Doctor to meet the health needs of family scenes, and began to explore the depth of medical and health services. At present, more than 68,000 doctors have settled in JD Health, and 16 specialized centers have been established. Online and offline grading diagnosis and treatment system can provide 24-hour online medical consultation service for the elderly.
This series of actions provides a meaningful exploration for the future layout of JD Health in the elderly population. As JD Health with capital+flow+technology+industrial resources at the same time, there are infinite possibilities around "elderly population+health services", such as: multidimensional health services and products for the C-end elderly population; Provide third-party medical rehabilitation and drug distribution services for B-end pension institutions; Building a big health data platform for relevant government departments at the G end. ...
In the pension circle, there is a long-standing voice: Only when the market-oriented Internet giants such as JD.COM, Ali, Meituan, Tencent, etc. start to really lay out the pension track, the pension industry in China will really break out, bringing more changes and innovations to the slightly dull pension industry.
We believe that this day will come soon.
Author I, the old-age walker 1988
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# JD.COM # # Entrepreneur # # Pension Industry #