In recent years, more and more technology giants are targeting the medical field. However, it seems that only two medical e-commerce companies, Jingdong Health and Ali Health, have gone to the head of the industry, and other than that, the performance of the technology giants in this field has been mediocre.
Compared to these two tech giants, Lenovo Group has been in the medical field for a longer time, but Lenovo medical has been in a state of thunder but little rain . So much so, that previously had to devote their own years of effort to the wisdom of medical entrusted to Ping An, but so far, the two sides have not been able to cooperate in the field of wisdom of the medical field can be the results of the circle point.
Lenovo smart medical solutions
What's more, with the outbreak of the medical health industry, Lenovo Group subsidiaries also have layout of the field , the emergence of their own trend of fighting, but still no one product can be successful breakthrough.
01
Layout of healthcare for two decades,
Eventually committed to the peace of mind
Since the first time in 1999 to put the eyes on the healthcare information technology system, Lenovo into the medical industry has been more than 20 years. In these twenty years, the development of Lenovo medical, there are probably three important nodes:
1999 ~ 2016, struggling medical information : At the beginning of the 21st century, the home computer industry is in the golden period, when Lenovo's main focus is on the growth of the PC business. Although in 1999, Guangming Daily has reported on Lenovo's medical information technology products, but Lenovo does not seem to have invested too much, Lenovo medical progress is very slow.
At the end of 2009, China launched the 12th Five-Year Plan for health informatization construction, "3521 Project", the central and local finances have increased investment in health care. This is the Lenovo medical takeoff of the wind, especially in 2010 with the slowdown in the growth of home computers, 2010 Yang Yuanqing began to put forward the "PC +", began to expand the diversification of the development of one of the important direction is the medical. Theoretically, Lenovo has been laying out the medical ten years, in the policy and the company's promotion, there is a great opportunity to successfully break out in the medical field.
Who would have thought that this decade, Lenovo has not been able to successfully penetrate the medical, in the face of a highly vertical public health care industry can not do anything. 2012 early Lenovo made a strategic decision, announced a full-scale entry into the medical industry, and the establishment of an independent medical department. 2012 to 2014, Lenovo's medical main market in the private sector, only in 2014 began to target the layout of large-scale tertiary hospitals. The slow decision-making and movement of large companies, as well as the unprofessionalism of their employees, ultimately failed to do what they wanted to do in private healthcare organizations as well. In the end, Lenovo did not seize the wind of medical information technology.
Lenovo wisdom medical
2016 ~ 2018, chasing the wind mouth layout of wisdom medical : 20 two decades, the process of resistance to the epidemic, the wisdom of health care plays an important role. In the same year, the Drug Administration issued numerous Class III medical device certificates, and intelligent medical care is about to enter the outbreak period. Looking back at 2016, seen by many as the first year of intelligent medical care, in February 2016, Lenovo registered Beijing Lenovo Intelligent Medical Information Technology Co.
Intelligent healthcare is very much in line with the technology of the future of healthcare, and in September 2016 a group of executives within Lenovo, including Yang Yuanqing, gave Beijing Lenovo Intelligent Medical Information Technology Co. an injection of capital, which increased the company's registered capital from 44 million to 80 million. Looking back from today in 2021, Lenovo's action is very forward. Unfortunately, although the layout is good, the inertia of the hardware business is too strong, and lost in the competition with a bunch of startups.
2018 ~ to date, entrusted to the Ping An dream break wisdom medical : Lenovo medical in more than a decade of huge investment, but has been the thunder and rain point small, and ultimately had no choice but to let go of the 2018. 2018 and 2019 consecutive introduction of Ping An Venture Capital financing, Ping An owns a stake of more than 51%, which means that the Ping An Group has gained a controlling stake in Lenovo Wisdom Medical, and the company has been renamed Beijing Ping An Lenovo Wisdom Medical Information Technology Co.
Anxious medical financing history
In the field of medical informatization, Lenovo up a "big morning", even compared to Neusoft, Wei Ning health and entrepreneurial Huikang and other veteran information technology giants are not inferior, but ultimately, "late episode" did not catch up. The evening episode" did not catch up. An think wisdom medical although backed by the two giants, but this is also a double-edged sword, how to break out of the two giants of the game, more and more difficult . Even if you rely on capital means of listing cash, it does not guarantee the success of the business.
02
Lenovo's medical dream is not dead?
Subsidiaries are still fighting on their own
After Ping An's holding, Envision Intelligent Healthcare can no longer represent Lenovo Healthcare. However, in the face of the huge market of medical, Lenovo really just give up? The answer must be no.
The annual report disclosed by Lenovo in 2016 showed its revenue growth fell to single digits for the first time, and only 2%, entering a period of low-speed development. The huge market for medical has since become the industry of the future, shouldering the company's future earnings growth. Although, Lenovo lost the absolute controlling stake in the Anxiang Intelligent Medical, but Lenovo Group did not stop the layout of the medical field.
In July 2020, in the process of accelerating the approval of medical technology products by the Food and Drug Administration, the Lenovo H3, a medical-grade wearable three-lead dynamic ECG recorder developed by Lenovo Research Institute, was the first product in the history of the Lenovo Group to be independently researched and developed and to obtain the registration certificate of a medical device, which can be used to detect abnormalities in heart activity in a timely manner through continuous and accurate ECG monitoring and analysis. The H3 is the first product in Lenovo's history to be independently developed and granted a medical device registration. It took more than two decades to get the first Class II device certificate, and Lenovo's actions in the medical field are troubling.
Lenovo intelligent devices
In the CHIMA 2021 just went back, the joint venture Lenovo Lingtuo medical focus on displaying Lenovo's latest technology and products in the healthcare industry, Panorama Hospital Data Center Infrastructure, six medical data center infrastructure solutions, five healthcare industry solutions and other industry-leading layout
Undoubtedly, the gradual rise in the medical health industry, more and more giants will not let go of this market. If you look at the whole, the number of products developed by Lenovo in the medical field over the past two decades is not small, and today's inventory of products and business is only a part of Lenovo's products in the medical.
However, in the view of deep dive atom, with the popularization of hardware and software technology, product development is no longer an absolute barrier, perhaps each subsidiary of Lenovo Group has the ability to research and development in the field of health care, but not every enterprise has the corresponding marketing capabilities, research and development of products that do not sell, and can not help Lenovo to submit excellent statement data. In the past two decades, Lenovo has not been able to achieve a high level of success in the medical field, perhaps because on the one hand, it has not been able to penetrate the medical field, and on the other hand, it may be an excessive waste of internal resources . Now without a highly unified strategy and layout, the "Lenovo medical" is difficult to win.
03
Industry competition is escalating,
Investment may be able to achieve Lenovo's medical dream
In the last couple of months, there has been a surge in the field of intelligence . . First of all, the health of the proposed merger of Wining Health venture Huikang project nearly succeeded, and then is to think of the medical prospectus submitted to the Xunfei medical also exploded listing plan, the number of Kun technology to obtain 700 million financing, and now along with the general environment and capital market improvement, the competition will be white-hot.
Over the past decade, China's science and technology industry segments have experienced from the initial barbaric growth, to the midway mergers and acquisitions, closure, and then to the final Jedi survival to complete the industry's reshuffle. With the outbreak of the intelligent medical industry, perhaps a new round of shuffling will be ushered in. Previously, VIVOTEK's acquisition of Etu Medical officially kicked off the "New Voyage" era of smart healthcare. For those who have not yet found the key to commercialization, living will be the main theme of the next development, even if the "Lenovo medical" backed by a big tree, but also not good.
Lenovo medical probability of the way out in the field of investment , the medical field Lenovo system is flourishing. Lenovo Star has invested in intelligent imaging company Strong United Intelligence, genetic diagnostic company Cayudi Biological, Burning Stone Medical, Main Genetics and other intelligent medical enterprises, Burning Stone Medical has been successfully listed, Main Genetics has also submitted a prospectus in the Hong Kong Stock Exchange, in the field of intelligent medical investment, the Lenovo Star has long been famous. Yang Yuanqing's Lenovo Venture Capital in the abandonment of Lenovo smart medical, has also invested in vision medical, although compared to the Lenovo Star is still slightly insufficient, but also revealed the relevant potential.
Perhaps learn from Tencent, which became an investment firm after the 3Q war. China has become the world's third-largest smart medical market after the United States and Japan, and will continue to expand, Lenovo twenty years of their own bad medical products, but Lenovo Department of investment institutions, investment in professionals is also a way out .