Over the past year, by the epidemic "black swan" impact, in the economy a little quiet background, the health industry but against the trend of running out of an "upward curve". The value of life and health has been re-examined, and the health industry has become a new growth pole for high-quality economic development.
Such a broad blue ocean of "health" is becoming a businessman's wind mouth, attracting capital and large enterprises to enter the game. Whether it comes with the Internet gene Ali, Jingdong, Tencent, or Vanke, Evergrande, Wanda and other real estate bigwigs, are competing to enter the health track "a share of the pie". This, Haier, the United States, TCL, Gree and other home appliance giants have also been represented by "cross-border out of the circle", to accelerate the health care industry to change the reshaping of a unique force.
From the international arena, home appliance giants Philips, GE, Siemens and other veteran companies have transferred its home appliance business, and turned to plowing the medical device market and health market. From the domestic point of view, Haier, Midea, TCL, Gree and other head of home appliance enterprises have entered the health of the new track through different paths.
The road to transformation, home appliance giants why will coincide with the "tentacles" to seemingly unrelated to the medical industry?
From the external environment, the new health care reform has been launched, encourage social capital to run the medical industry to reduce the industrial threshold, to guide the many private capital into the medical field "test water".
From the industry's internal point of view, has always attached importance to independent research and development, science and technology strong Chinese home appliance enterprises, hoping to break out of the traditional home appliance industry, transition high-tech.
From a technical point of view, on the surface, it seems that the two industries have clear barriers, but in reality, there is its own associated logic. The trend of cross-border integration of medical and semiconductor displays, artificial intelligence and electronic information technology such as sensor technology is becoming increasingly evident, by home appliances cross-border medical, is not a worthwhile attempt to diversify the correlation between the transition strategy.
From the industrial demand point of view, the sudden attack of the epidemic so that the health industry into the "universal demand" era. Since last year, the health industry has risen to the top, occupying a proportion of the GDP and the growth rate to achieve a "double increase". At the same time, people's demand for healthcare is increasing, and the healthcare industry, which has been developing slowly and unevenly, is in dire need of a breakthrough.
Multiple factors superimposed, home appliance giants in particular favor of "health circle" is not difficult to understand.
Although in the same blue sea in the wave forward, but home appliance giants in different segments of the track cut, in the health industry to strive to open up a new way.
In the sub-track, located in the upper reaches of the health industry, medical equipment manufacturing industry because of the highest degree of similarity with the home appliance manufacturing industry, and higher profit margins, home appliance enterprises cross-border out of the circle of the "first choice". Internationally renowned home appliance companies Philips, GE, Siemens in many years ago has opened the upstream industry chain competition, from the medical equipment equipment into the depth of the layout of the health industry.
Whether it is Philips gradually divested non-core business of home appliances, through mergers and acquisitions and cooperation in the layout of the health industry, or Siemens to 16.4 billion dollars to acquire Europe's leading medical equipment companies Varian. International home appliance giant "elephant turn", focusing on the strategic transformation of the medical health industry can be described as continuous action.
At home, Midea Group tries to intervene from capital to open up territory in the medical equipment industry. Before the acquisition of Wandong Medical, in 2017, the United States spent 29.2 billion yuan to acquire Germany Kuka Robotics, medical robotics and series of health inspection and testing products. Since then, the United States has successively opened the accelerated reconstruction in the field of health, 2020, the United States announced that it had invested 10 billion yuan in Shunde, Guangdong to establish a non-profit hospital radiating Guangdong, Hong Kong and Macao Greater Bay Area.
Unlike the United States in the medical industry, TCL is more focused on "doing things within their own knowledge". Derived from the main business of touch, through a third-party independent imaging center, cut into the field of medical services, and by virtue of the competitiveness of the field of digital image processing technology to the extension of the field of medical electronics. In this process, TCL seized the wind of the national promotion of hierarchical diagnosis and treatment and encouraged social forces to invest in independently operated medical institutions. From 2018, TCL launched the layout of third-party medical imaging centers, and according to the official website, TCL has now laid out five medical imaging centers in Guangdong, Jiaozuo, and Kunshan, respectively.
Haier, on the other hand, puts forward an ecological strategy, and in wrestling with the health industry, it has experienced a path to build a full life cycle ecology from the core of manufacturing. With the core competitiveness of the manufacturing industry, Haier cut into the field of life sciences from the medical low-temperature cold chain storage equipment, and gradually built up an ecosystem covering biomedicine, and linked the entire industry chain.
Haier's big health ecological brand "Yingkang lifetime", around the "pregnancy, birth, child, growth, health care, nursing" the whole life cycle of the layout of the seven scenarios, the flagship of the health industry, two listed companies: Haier Bio (SH.688139) and Yingkang Life (SZ.300143), as well as Haier Medical, Haier International Cell Bank, Yingkang Reproductive and other sectors. In the upstream medical equipment industry, Yingkang Life's wholly-owned subsidiary, Masipu, is a leader in the field of oncology radiotherapy equipment; the downstream core medical services for patients, the concept of "doctor-patient unity", Mainly decentralized health care institutions and scenario-based services, and has been the layout of the country's 16 hospitals.
Compared with peers who have already taken a step forward in the health industry, Gree has just begun to test the waters of big health. Not long ago, Gree Electric Chairman Dong Mingzhu announced that it would invest 1 billion yuan in research and development production of high-end medical equipment. 2020, Zhuhai Gejian Medical Technology Co., Ltd. as well as the Tianjin Gree Xinhui Medical Equipment Co.
In the parties out of the circle wrestling health industry at the same time, the health industry is also driven by external forces to accelerate the innovation and remodeling.
In recent years, the "Healthy China" strategy has been steadily advancing, and has been highlighted in the implementation of a series of national policies to accelerate the completion of a multi-level healthcare system, integrated full-cycle medical services is imminent.
With the gradual upgrading of consumption, the health industry is gradually moving from "disease treatment" to "health management," "disease prevention," and "rehabilitation management.
According to the goal of the "Healthy China 2030" program, the total size of the health service industry will reach 16 trillion by 2030.
According to the "Health China 2030" plan, the total scale of health services will reach 16 trillion dollars by 2030, which is a huge cake. Although the goal, the path is not the same, but it can be predicted that the home appliance giants in the medical market to carry out diversified competition, not only can promote the medical industry technology iteration, but also for the health industry tripod innovation pressed the accelerator button.
In the future, the development trend of the health industry will be affected by the health demand and demographics, policy guidance, technological advances, and the direction of capital investment and many other factors **** the same impact. Whether it is the United States of America's multi-point blossoming, Gree's test water, TCL's "touch of class", or Haier in the field of health of the whole life cycle of the ecological construction, "home appliances" cross-border empowerment at the same time, but also for the domestic large health industry
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