Five hundred years ago, the historian Barros recorded his feelings when he arrived at the Cape of Good Hope:
1488, when Barros arrived in this sea area from South Asia on the west coast of Africa with the fleet led by Portuguese navigator Diaz, he, like everyone else, stared at this long and narrow promontory and was too excited to speak.
For a long time before, the Cape of Good Hope was called the storm horn because of the huge waves generated by the collision of ocean currents all the year round. Five hundred years later, when we created the Internet, just like a navigator found a new route around the Cape of Good Hope, it opened the door to a new world for all industries, and Internet medical care was no exception.
In the battlefield of Internet medical care, it has always been in a multi-party competitive environment. In the past, the social value attribute centered on medical quality has always been the first principle of the medical and health industry. Now, JD Health takes the supply chain card position as the breakthrough point, undertakes more medical service scenarios, and finally occupies a place in the industry.
Judging from the financial data, JD Health continues its high growth in the past. In the first half of this year, JD Health's total revenue was 6543.8 yuan+03.64 billion yuan, up 55.4% year-on-year. With the rapid growth of business data, the gross profit margin of JD Health in the first half of the year dropped by more than 1% for two consecutive years. There is a simple reason. In the first half of the year, the company provided a lot of online consultation for users free of charge, and continued to sell high-quality goods at low prices to benefit users. The business strategy can be described as quite "grounded".
Looking at the extended cycle, the continuous improvement of medical service quality and the business strategy of "grounding gas", JD Health is making its position in Internet medical care more stable.
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Evolving medical ecological "ballast stone"
JD Health's strategy of "retreat for progress" is rapidly expanding the medical ecology. The financial report shows that the expansion of JD Health's medical ecology is mainly reflected in three aspects: the continuous deepening of high-quality medical resources, the further consolidation of supply chain advantages, and the rapid growth of end users.
In terms of medical resources, in order to better provide online medical and health services for users, JD Health has intensified the development of high-quality medical care. By June 30th, 20021year, the number of specialized centers in JD Health Internet Hospital had increased to 24, attracting more than130,000 self-owned and external cooperative doctors and medical experts. There are many famous doctors such as academicians, Professor Hu Dayi, Professor Gao, and professors.
With the participation of more and more national academic leaders and top doctors, JD Health has further improved the Internet medical and health service system. Thanks to this, the daily average online consultation volume in JD Health in the first half of the year exceeded 6.5438+0.6 million, an increase of about 60% compared with 2020.
As an advantageous project in JD Health, its supply chain advantage was further consolidated in the first half of the year. On the one hand, the SKU of retail pharmacy business in JD Health continues to expand. As of June 30th, 20021year, the retail pharmacy business in JD Health has more than 40 million goods (SKUs), nearly double that at the end of last year.
On the other hand, JD Health is also constantly strengthening its own performance ability. As of the first half of this year, "JD.COM. COM Medicine Express has covered more than 300 cities across the country, providing users with full-time medicine delivery service. At the same time, JD Health also helps small and micro enterprises to reduce costs and increase efficiency through smart supply chain capabilities. Today, JD Health Alliance Pharmacy has accumulated more than 500 cooperative stores, covering 17 provincial administrative regions.
To some extent, the continuously abundant medical resources and the continuously consolidated supply chain advantages are becoming the "ballast stone" of the whole medical ecology in JD Health.
The constant evolution of "ballast stone" has also brought high growth of users to JD Health. By June 30th, 20021year, the number of active users in JD Health in the past 12 months reached1090,000, a net increase of more than1880,000 compared with the end of 2020.
At the same time, JD.COM Family Doctor, a family health management service product launched by JD Health in 2020, also performed well. In the first half of 200212002, active users in JD Health accounted for 87%, and the average growth rate of users since its launch was 220%.
The full bloom of medical ecology has also laid a solid foundation for the subsequent growth of JD Health.
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From "medical plus" to "medical care",
The overall overflow of digital capabilities
While the To C business continues to grow, JD Health's To B service has also ushered in a full-scale outbreak. An obvious phenomenon is that JD Health is increasing its cooperation with all links in the medical and health industry chain and fully opening up its digital capabilities.
At present, the landing of JD Health To B service can be reflected in three aspects: medical health scene, doctor service and regional medical informatization.
In terms of medical and health scenarios, JD Health is constantly exploring more diversified service scenarios. For example, the company takes JD. As a standard module, COM family doctor service cooperates with smart medical wearable device manufacturers such as smart speakers and smart bracelets to realize JD. COM family doctor products and intelligent hardware.
In addition, JD Health has also made a breakthrough in the health insurance scenario. In May, JD Health, together with Fosun, United Health, JD.COM Allianz Insurance and other insurance companies, launched the managed health insurance service-"Home Health Insurance". The core purpose of this product is to prevent diseases and improve health. It combines health insurance with JD Health's medical services and health management capabilities to provide families with one-stop lifelong medical health services and health security solutions.
The infiltration of diverse scenes is of great significance to JD Health. In the short term, more scenarios can enrich JD Health's services and product categories. Looking at the extension cycle, the value of an eco-company often depends on its ecological productivity and contribution ratio, and scene extension is an important way to enhance the ecological contribution ratio.
On the doctor's server, JD Health has built an all-round operating ecology by providing services such as traffic construction, intelligent online tools and exclusive rights for doctors, and continuously expanded the ability to serve doctors.
For example, provide a safe practice environment for doctors. Whether for internet hospitals or doctors, the clarity of responsibilities and personal risk prevention and control are the basis for a doctor to be willing to go online. JD Health protects the personal information of doctors through data security system, and then avoids the risk of online diagnosis and treatment through process risk control and purchasing medical liability insurance. So, behind JD Health's empowerment of doctors, how should we understand its meaning?
In the field of Internet+medical and health care, the improvement of productivity level depends largely on the group of Internet doctors. In other words, how to continuously improve the value of Internet+medical health to doctors and better assist doctors to carry out clinical research and diagnosis and treatment activities has naturally become the key to the current industry break.
This is also the value of empowering doctors in JD Health. Improving doctors' ability through digital means can not only attract excellent doctors into JD Health's ecological circle, but also bring a virtuous circle to the whole ecological circle. This is also an ideal development "path" in the field of Internet+medical health.
In terms of industrial empowerment, JD Health is promoting the sharing of medical and health information with the strategy of "healthy city". Based on this, JD Health has also increased cooperation with local governments and hospitals to build an online and offline integrated medical and health service ecosystem. For example, in the first half of this year, JD Health cooperated with the First Affiliated Hospital of Henan University of Traditional Chinese Medicine to build the first Internet Chinese Medicine Hospital in Henan, which created an "innovative sample" for offline hospitals to build their own Internet hospitals to enhance their operational capabilities. Looking back on the past few years, JD Health has also reached strategic cooperation with Yinchuan and Beihai to explore the landing of the "Internet+medical health" model in regionalization.
At this point, the layout of JD Health at the B end is gradually clear. Through the penetration of more meta-scenes, the diversified needs of users are deeply explored; Science and technology empower doctors to improve industrial efficiency while connecting high-quality medical resources; Through cooperation with cities around the world, we will promote the overall landing of medical informatization.
Looking at the extended cycle, the multiplier effect brought by ecological opening will gradually be reflected in JD health.
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JD。 The industry "gene" behind COM.
JD Health is going deep into the medical industry and serving the real economy as never before. This is inseparable from JD.COM's "entity" gene.
Similar to JD.COM Group's digital transformation of the e-commerce industry, JD Health is also transforming the medical and health industry in the same way. Reflected in two levels:
From the starting point, whether in JD.COM or JD Health, digital technology is the starting point of its empowerment industry. Throughout the Internet industry, JD.COM has always been one of the largest technology companies in China. In the past four years, the accumulated R&D expenditure of JD.COM System has reached nearly 60 billion yuan.
JD。 The technology gene of COM is also deeply branded on JD Health. For a long time in the past, JD Health has continuously invested in technology research and development to improve the efficiency of doctors and optimize the user experience.
In the first half of 200212002, JD Health continued to increase its investment in R&D, and made great efforts to improve the user experience and create digital intelligent tools for doctors. Taking JD.COM family doctors as an example, JD.COM family doctors, through the cooperation with intelligent hardware, "implanted" the online consultation that originally needed to be completed through the mobile APP into the smart speaker with voice wake-up service, and launched "JD". COM Family Doctor Filial Piety Edition is more suitable for the elderly and breaks through the traditional online consultation and interaction.
From the bottom logic, both sides are constantly creating social value in different ways. Needless to say, JD.COM. Through solid supply chain management, JD. The image of "quick and economical" of COM in the retail field has been deeply rooted in people's hearts.
For JD Health, universal medical care is the focus of creating social value. For example, in response to sudden disasters, JD Health comprehensively upgraded its emergency mechanism this year to ensure immediate support for residents' health protection.
Such a mechanism also played an important role in this rainstorm disaster in Henan. During the rainstorm disaster in Henan Province, JD Health launched flood relief operations as soon as possible, including launching a 24-hour free online consultation area. At the same time, the company urgently set up and sent an offline medical rescue team to carry out on-site diagnosis and treatment.
From a larger perspective, isn't JD Health fulfilling its social responsibility by constantly empowering the medical industry and improving the overall efficiency of the industry through digital means?
Of course, compared with the retail industry, the transformation process of digitalization to the medical and health industry may be longer. But it also means that once the renovation is completed, the commercial moat in JD Health will be more solid. Considering that medical health itself is a huge market, it is possible to "recreate a JD". COM "With the growing formation of medical and health ecology in JD Health.