Such a vast "healthy" blue ocean is becoming the outlet for merchants to chase waves, attracting capital to rush to the beach, and large enterprises are scrambling to enter. Ali, JD.COM, Tencent, Vanke, Evergrande, Wanda and other real estate tycoons with Internet genes are scrambling to get into a healthy track and share a piece of the action. Among them, the home appliance giants represented by Haier, Midea, TCL and Gree have also "crossed the border" and become a unique force to accelerate the transformation and reshaping of the medical and health industry.
Internationally, established enterprises such as Philips, GE and Siemens, the home appliance giants, have shifted their home appliance business to the medical device market and the big health market. Domestically, Haier, Midea, TCL, Gree and other head home appliance enterprises have entered a new healthy track through different paths.
There are thousands of roads to transformation. Why do home appliance giants invariably extend their tentacles to the seemingly unrelated medical industry?
From the external environment, since the start of the new medical reform, social capital has been encouraged to run medical services, lowering the industry threshold and guiding many private capital to enter the medical field to "test the water".
From the inside of the industry, China home appliance enterprises, which have always attached importance to independent research and development and have strong scientific and technological strength, expect to break through the traditional home appliance industry and transform into high technology.
From a technical point of view, two industries that seem to have clear barriers on the surface have their own correlation logic. The trend of cross-border integration between medicine and electronic information technologies such as semiconductor display, artificial intelligence and sensing technology is becoming increasingly obvious. Cross-border medical care for home appliances is a relevant diversified transformation strategy worth trying.
From the perspective of industrial demand, the sudden epidemic has brought the health industry into the era of "national demand". Since last year, the health industry has sprung up, accounting for "Shuang Sheng" in GDP and growth rate. At the same time, people's demand for medical level is increasing day by day, and the medical industry with long-term slow development and uneven resources needs to be broken.
With multiple factors superimposed, it is not difficult to understand that home appliance giants are particularly fond of "healthy circles".
Although they are marching in the same blue ocean, the home appliance giants are cutting into different segments of the track and trying to explore new ways for the health industry.
In the subdivision track, the medical device manufacturing industry located in the upstream of the big health industry has the highest similarity with the home appliance manufacturing industry, and its profit margin is high, making it the "first choice" for home appliance enterprises to cross the border. Philips, GE and Siemens, internationally renowned home appliance companies, have already started to compete for the upstream industrial chain many years ago, starting with medical devices and equipment, and laying out the health industry in depth.
Whether Philips gradually divests the non-core business of home appliances and lays out the health industry through mergers and acquisitions, or Siemens acquires Varian, a well-known European medical equipment company, for US$ 654.38+064 billion. The international home appliance giant "elephant turns around" focuses on the strategic transformation of the medical and health industry.
In China, Midea Group tried to expand its territory in the medical device industry through capital intervention. Before the acquisition of Wandong Medical, in 20 17, Midea spent 29.2 billion yuan to acquire KUKA robots in Germany to conduct research and development of medical robots and a series of health inspection and testing products. Since then, Midea has begun to accelerate the reconstruction in the field of health. In 2020, Midea announced that it would invest 654.38 billion yuan in Shunde, Guangdong, to establish a non-profit hospital radiating Guangdong-Hong Kong-Macao Greater Bay Area.
Unlike Medrol in the medical industry, TCL is more focused on "doing what you know". Originated from its main business, it cut into the field of medical services through the third-party independent imaging center, and extended to the field of medical electronics by virtue of its competitiveness in the field of digital image processing technology. In this process, TCL seized the initiative of the state to promote graded diagnosis and treatment and encourage social forces to invest in the independent operation of medical institutions. Starting from 20 18, TCL began to lay out the third-party medical imaging center. Official website shows that TCL has set up five medical imaging centers in Guangdong, Jiaozuo and Kunshan.
Haier, on the other hand, put forward the ecological strategy, and experienced a path of building a whole life cycle ecology from the manufacturing core in the wrestling health industry. With the core competitiveness of manufacturing industry, Haier cut into the field of life science from medical low-temperature cold chain storage equipment, and gradually built an ecosystem covering biomedicine, connecting the whole industrial chain in series.
Haier's great health ecological brand "Yingkang Lifelong" revolves around seven scenes in the whole life cycle of "pregnancy, infancy, health and care". It owns Haier Bio (SH.688 139) and Yingkang Life Insurance (SZ.300 143), as well as Haier Medical, Haier International Cell Bank and Yingkang Reproductive. In the upstream medical device industry, Masp, a wholly-owned subsidiary of Yingkang Life Insurance, is the leader in the field of tumor radiotherapy equipment; The downstream core medical service field for patients is based on the concept of "integration of doctors and patients", focusing on decentralized and scene-based services of medical institutions. At present, there are 16 hospitals in China.
Compared with peers who are already leading in the health industry, Gree has just begun to test water health. Not long ago, Dong Mingzhu, chairman of Gree Electric, announced that he would invest 654.38 billion yuan to develop and produce high-end medical equipment. In 2020, Zhuhai Gejian Medical Technology Co., Ltd. and Tianjin Gree Xinhui Medical Equipment Co., Ltd. were established. Although there is no substantial development at present, Gree has made up its mind to seize the medical device market together with long-term leading foreign-funded enterprises.
While all parties are wrestling with the health industry, the health industry is also accelerating innovation and reshaping under the impetus of external forces.
In recent years, the strategy of "Healthy China" has been promoted steadily and has been promoted in the implementation of a series of national policies. It is urgent to speed up the establishment of a multi-level medical system and integrate full-cycle medical services.
With the gradual escalation of consumption, the big health industry has gradually extended from "disease treatment" to the whole value chain of "health management", "disease prevention" and "rehabilitation management". Developing the health industry based on people's health needs has become the only way to meet people's growing needs for a better life.
According to the planning goal of Healthy China 2030, the total scale of health service industry will reach 16 trillion by 2030. Such a huge cake, the future giants will continue to invest huge sums of money to enter the market. Although the goals and paths are different, it is foreseeable that the diversified competition of home appliance giants in the medical market can not only promote the technological iteration of the medical industry, but also press the acceleration button for the innovation of the health industry.
The development trend of big health industry in the future will be influenced by many factors, such as health demand, population structure, policy orientation, technological progress, capital investment direction and so on. Whether it is the blossoming of beauty, Gree's test of water, TCL's "extrapolate", or Haier's whole life cycle ecological construction in the field of big health, the cross-border empowerment of "Home Appliances Sky Group" has also opened up new ideas for the innovation and development of domestic big health industry.