Analysis of the big health industry in 2018: Four aspects promote the development of a business blue ocean, and three major development opportunities seize the market trend
The big health industry "emerges"
2018 At the end of the year, the cold wind is blowing, the traffic in the entrepreneurial field has peaked, and capital has been cold. Companies large and small have readjusted their organizational structures to resist the cold winter, and the industrial Internet and ToB have become the two most warm terms this winter.
With the development of the times, changes in social needs and disease spectrum, big health has emerged as a new overall concept. Deeply cultivating intelligent technology and discussing the latest propositions in the industry have become trends that must be grasped in the new era. As the most dazzling pearl of the industrial Internet, the big health industry has undoubtedly emerged.
There is huge room for development in the comprehensive health industry. The market size is expected to reach 5.4 trillion yuan in 2018.
China's comprehensive health industry is still in the early stages of development, and there is huge room for development. According to statistical data from the "China's Big Health Industry Strategic Planning and Corporate Strategy Consulting Report" released by the Qianzhan Industry Research Institute, the market size of China's big health industry has exceeded 2 trillion yuan in 2013. By 2016, the market size of China's comprehensive health industry had grown to 3.2 trillion yuan. As of 2017, the market size of China's comprehensive health industry has reached 4.4 trillion yuan, and it is expected that the market size of China's comprehensive health industry will reach 5.4 trillion yuan in 2018.
Statistics and forecasts of the market size of China's comprehensive health industry from 2013 to 2018
Data source: Compiled by Qianzhan Industry Research Institute
1. Policy aspects, health field In recent years, there have been frequent policy trends, and it has recently been raised to the level of the national development strategy: the "Healthy China 2030" Planning Outline clearly states that the total scale of the health service industry will exceed 8 trillion yuan in 2020 and 16 trillion yuan in 2030. , the "Healthy China" strategy will surely become the most powerful driver in promoting the domestic health field. In addition, the policy orientation of supporting social forces to provide multi-level and diversified medical and health services on the premise of effectively ensuring basic medical and health services further confirms the vast business landscape of the big health field in the future.
China's health industry market size target statistics and forecasts from 2020 to 2030
Data source: compiled by Qianzhan Industry Research Institute
2. In terms of the market, consumption upgrades are coming rapidly. With the improvement of consumption level, people are paying more and more attention to brands and services, focusing on improving the quality of life and value-added services. The construction of the big health industry has exactly solved the pain points of more and more sub-health consumers who benefit from technological progress.
3. The advancement of science and technology has also become a strong driver of ecological construction in the field of health. The mobile Internet is the fourth technological revolution, followed by the Internet of Things, wearable devices, VR, AI, Cutting-edge biotechnology, big data analysis, artificial intelligence, etc. have become popular one after another, providing a solid foundation for the development of big health.
4. In terms of investment, in recent years, Alibaba has invested 1 billion to open "Alibaba Health". Tencent is deploying a medical AI engine, Baidu is focusing on linking doctors and patients with artificial intelligence, Wanda is investing 144 billion yuan in the medical field, R&F Real Estate is investing in new international hospitals... Internet giants have spotted the trend and invested in the big health field. Said: "The next person to surpass me must be in the field of health!"
Today, with the development of science and technology, the upgrading of consumption, and the aging of the population, all the trends are converging towards health care, and the big health industry is like We are a baby in the center of the storm. We are in urgent need of an industry-leading giant to break through the storm and lead the industry forward. Under the unified guidance of policy, market, technology and investment, the big health industry has grown rapidly and developed rapidly. It seems to be a blue ocean of business.
How to effectively see the opportunities in the future blue ocean of the big health field?
1. Internet hospitals are the biggest “cake”, make good use of self-media. Taking advantage of the situation, it is a good choice to build a platform for vertical segmentation of the health industry. Doctoral consultation and science platforms such as Chunyu Doctor, Dingxiang Doctor, Haodafu, WeDoctor and pediatric consultation platforms have appeared more and more frequently in recent years. In the sight of the world.
Those who follow the trend will live and those who go against will perish. In the era of rapid development of the mobile Internet, those who follow the trend of the times will always survive better.
With the popularity of mobile Internet, Dingxiang Doctor, as a doctor consultation platform in the big health industry, its presence undoubtedly far exceeds that of other products in the same industry. Dr. Lilac, which has almost become an internet celebrity, has undoubtedly contributed to its success today with its layout in the mobile social field and the popularity of its rumor-refuting series, making it always the leader among similar products. Through the frequent emergence of self-media social products, the value and existence of its own brand have gradually been rooted in the hearts of consumers, which can be considered a relatively successful case.
Similar products such as Haodafu, Chunyu Doctor, and WeDoctor invested by Tencent are much weaker than the image that Dingxiang Doctor has established over the years, but they have always been active in the front line of medical Q&A products. , which also reflects from the side that the demand for such Internet industries in the health field is far from reaching its peak.
In addition, the consultation and health platform, which is subdivided into pediatrics, will also become a big outlet. As the aging of the population intensifies, the post-8090 generation will gradually become the main force in infant and child products. , their spending power on their children cannot be ignored.
The establishment of an Internet hospital platform, which can link to all aspects of the general health field, is undoubtedly the largest market "cake" at the moment.
2. Precision medicine may become another blue ocean
Precision medicine includes personalized diagnosis and personalized treatment at a macro level. Segments include: gene sequencing, genetic diagnosis, immunodiagnosis and gene therapy, stem cell therapy, immunotherapy, etc. The rise and development of precision medicine are based on the development and popularization of technologies such as biobanks and clinical big data, as well as network information technology.
Hospitals can obtain huge amounts of user data. Previously, this data usually could not play a big role. However, with the development of Internet technology, the rise of big data analysis, and the emergence of artificial intelligence, all huge patient data , will be able to compare and match through machine analysis, and ultimately provide each patient with the most personalized and precise treatment, and even predict the patient's future condition and direction, and formulate the most scientific and reliable prevention and treatment methods.
Genetic testing in the field of precision medicine also benefits from the rise of big data analysis.
Genetic testing is a technology that detects DNA through blood, other body fluids, or cells. Through the means of molecular biology and molecular genetics, combined with the existing biological DNA sample library, we can detect whether the target DNA molecular structure level or protein expression level is abnormal.
For the general population, it can detect what kind of "disease susceptibility genes" we have in our bodies and determine whether we are high-risk groups. It provides clearer standards for screening high-risk groups of diseases. and clear ideas; for patients with existing diseases, such as cancer patients, genetic testing can analyze and identify markers to accurately find the cause of the disease and treatment targets, guide the selection of targeted drugs, and improve the effectiveness of disease diagnosis and treatment.
At present, there is a mixed bag of institutions and companies related to precision medicine on the market. There are more than 3,000 institutions and companies providing similar services, covering many fields, but the testing standards vary. However, it is undeniable that in the near future, precision medicine based on large databases will shine.
3. Derivative industries guided by the concept of big health cannot be ignored
The overall concept of big health revolves around people’s food, clothing, housing and transportation, as well as birth, old age, illness and death, and pays attention to various risk factors that affect health and misunderstandings, advocating self-health management is proposed under the guidance of the concept of comprehensive care of the entire life process. It pursues not only individual physical health, but also complete spiritual, psychological, physiological, social, environmental, moral and other aspects of health. It advocates not only scientific healthy living, but also correct healthy consumption. Its scope involves all kinds of health-related products, so all possible fields are included, and everything is included. The particularly prominent categories here are health ecological agriculture and medical insurance.
The concept of Internet + and big health has effectively given birth to big health ecological agriculture and its surrounding related linkage industries. If the mobile Internet is the foundation and cornerstone of its emergence, then the overall concept of big health is its development direction. Everything is connected by technology, and everything is directed to nature and health. Internet technology optimizes the allocation of agricultural industry resources and promotes its rapid development, while the overall concept of big health guides agriculture to eventually move toward healthy nature. Creating a healthy and stable ecological agriculture IP in the future may yield unexpected surprises.
The wave of mobile Internet and the concept of big health have simultaneously given birth to an overwhelming online medical insurance industry chain. Benefiting from the 8 trillion budget of China's big health industry in 2020, the health insurance market will also enter full growth. There are significant flaws in the basic medical insurance system, creating huge space for commercial health insurance. It is estimated that by 2020, my country's commercial health insurance premiums are expected to reach 500 billion to 700 billion yuan, becoming the three major business sectors alongside property and casualty insurance and life insurance.
The smoke-filled blue ocean market will eventually turn red due to fighting. It depends on who can seize the opportunity of the great health trend, so as to cut through the storm and become a giant. As for who will eventually become the giant leading the field of health, let us wait and see.