"Internet Plus Medical" Has Been Arranged by Internet Giants, Which Promotes the Development of the
Since the outbreak of the epidemic, health codes, online diagnosis and treatment, infrared thermometers, etc. have been gradually known by the public. They share a "tall" name - "smart medical". In addition, in recent years, the rise of online registration, APP end test sheet, electronic medical record, guidance robot and so on are all intelligent medical treatment.However, these new technologies are not as popular as expected. Many grass-roots medical institutions, physical examination centers and elderly care institutions still adopt traditional service modes such as queuing for numbers, handwritten prescriptions and paper medical records; Even hospitals that have established an electronic patient record database do not exchange data with each other, becoming "information islands". Therefore, in the eyes of most patients, "intelligent medical treatment" is just an ungrounded abstract thing.Kangtai medicine (300869) has been established for more than 20 years. It has been mainly engaged in the production and sales of medical devices. Its products cover many categories such as blood oxygen, ECG, ultrasound, monitoring and blood pressure. Its 160 patents are also developed around medical devices. As early as 2010, such a "traditional" medical equipment production and marketing enterprise began to explore the integration of traditional medical equipment, telemedicine and Internet technology, that is, the initial form of smart medicine.What achievements have Kangtai medicine made in years of exploration? For the current situation of "ungrounded" intelligent medical treatment, can it be changed?Medical "Internet access to the cloud" is difficult to sinkAfter the establishment of Ali in 2014, Tencent, Baidu, Jingdong and the US group have been laying Internet plus medical services, thus promoting the first stage of intelligent medical treatment. The second stage is "Ai medical".The problem is that the Internet Medical layout of giants is concentrated in the hospital system, and the coverage of regional health system and family health system is obviously insufficient.Take Alibaba, which has the most comprehensive layout, as an example. In its internet medical product matrix, only pre diagnosis services or auxiliary diagnosis and treatment services such as health science popularization, consultation registration and medicine B2C can touch the regional health system and family health system. In terms of hospital system, Ali has arranged many products and services such as Internet hospital, smart hospital, provincial and municipal Internet hospital platform, doctor training and e-prescription circulation platform.It is worth noting that the layout of "focusing on hospital system" is actually leveraging doctor resources to obtain users in the traditional "doctor led patient" mode, so as to enter the field of medical circulation and out of hospital services. This layout has limited power for hospitals and even the government. Therefore, the high-quality medical resources provided by internet giants are concentrated in the pre diagnosis and auxiliary diagnosis and treatment links, and a large number of patient resources are closed in the traditional medical system and difficult to be touched.In addition, a large number of patients with "minor diseases and disasters" choose to "see a doctor nearby" and enter the regional health system and family health system. Patients in the "three systems" of hospitals, regions and families are difficult to reach, which leads to the low penetration rate of internet medical users: in May 2020, there were 41.35 million active internet medical users, a year-on-year increase of 38%, but the penetration rate of the whole network was only 4%. It is not difficult to understand why the majority of patients believe that smart medicine is "ungrounded".Not only the Internet giant, but also the whole medical service supply is basically concentrated in general hospitals, which seriously deviates from the reform orientation of "graded diagnosis and treatment".Graded diagnosis and treatment emphasizes that it is graded according to the priority of diseases and the difficulty of treatment. Medical institutions at different levels undertake the treatment of different diseases, and gradually realize the medical process from general practice to specialization.In 2015, the total number of diagnosis and treatment in China's medical and health institutions reached 7.7 billion, of which the proportion of diagnosis and treatment in tertiary hospitals, secondary hospitals, primary hospitals and grass-roots medical institutions was 19%, 15%, 3% and 56% respectively; By 2018, the total number of people diagnosed and treated had increased to 8.31 billion, and the above proportions had changed to 21%, 15%, 3% and 53% respectively.Graded diagnosis and treatment "has its form but not its reality". Tertiary hospitals are still overcrowded, and grass-roots hospitals are few. To promote the sinking of patient flow, we must improve the service capacity of grass-roots medical institutions.It can be seen that whether it is the internal demand to improve the penetration of internet medical services, or the external call of "graded diagnosis and treatment" reform. Smart medicine must strengthen the ability to serve grass-roots medical institutions.Kangtai medicine is a domestic enterprise that consciously laid out smart medicine earlier. It has not only laid out telemedicine for a long time, but also a variety of medical instruments have been "online into the cloud". Can it solve the chronic disease of the industry?Go to the masses and expand production and R & DKangtai medicine's layout of telemedicine is reflected in: it has built a SaaS telemedicine platform, which integrates multiple resources such as medical devices, users, doctors, experts and health managers, and monitors individual health in the whole process through software technology, so as to cover high-quality medical resources to families and communities. Its telemedicine software is mainly PHMS telemedicine system Android version and babytalk baby heart language Android version.The "Internet access to the cloud" of Kangtai medical equipment is mainly reflected in that its wrist / desktop / handheld / wearable oximeter supports data storage and upload, and all the physical examination data of the health all-in-one machine can be connected to the cloud platform.Among them, the inspection box, as the standard configuration of grass-roots physical examination, is composed of tablet computer, Bluetooth second-generation ID card reader and Bluetooth data acquisition terminal. The physical examination parameters include almost all conventional physical examination items. Users can quickly establish residents' health files through ID card swiping. The physical examination data can be automatically uploaded to the cloud platform and support seamless connection with third-party platforms.In solving the "sinking" problem, Kangtai medicine and the Internet giant have different choices:Unlike "focusing on the hospital system", Kangtai medical products went deep into the "masses" from the beginning by relying on "Grass-roots" channels such as local clinics, elderly care institutions and families.From OEM medical equipment for foreign manufacturers in the 1990s, to opening the foreign market with independent brands at the beginning of this century, and then to the grass-roots level in China in the last 10 years. Behind the transformation battlefield of Kangtai medicine, there is technical strength support, but there is also "helplessness" from reality.For example, when it turned to the domestic market, it failed to capture general hospital customers with large orders and sufficient financial resources, and had to reach grass-roots medical institutions and family users through the e-commerce platform. The reason is that the former market has been divided up by multinational enterprises and domestic enterprises involved in the earlier stage. Mixing the medical equipment industry, relying on technology and channels, Kangtai medicine had to find another way.Fortunately, most of the medical instruments produced by Kangtai medicine are simple to operate, easy to carry and highly versatile. Even through online sales, they can reach users, and are particularly popular in grass-roots medical institutions, especially families.In particular, the "health all-in-one machine" produced by Kangtai medicine integrates a variety of functions such as detecting ECG, blood oxygen, blood pressure, body temperature and blood glucose. It can be regarded as a master of its core technology and has won the procurement projects of health departments in many provinces and cities. In 2019, the revenue of its all-in-one health machine reached 50.61 million yuan, accounting for more than 13% of the revenue of many sub classified products of Kangtai medicine, becoming a "star single product".In 2014, the measures for the management of village clinics (Trial) was issued. The "health all-in-one machine" is exactly an important medical equipment that must be equipped in the village clinics. This "single product" has contributed to the reputation of Kangtai medicine at the grass-roots level.Smart medicine needs to sink. Kangtai medical products have long been distributed in village clinics, elderly care institutions, families and other grass-roots occasions. It plans to integrate the medical data of grass-roots medical institutions in the cloud through mobile app, which can make up for its current lack of only integrating physical examination data, and is more hopeful to realize interactive consultation among multi-level medical institutions, Help with graded diagnosis and treatment.It has to be said that the former "helplessness" has become the competitive advantage of Kangtai medicine.However, its production capacity and technology have sounded a red light: first, the production capacity of medical equipment has been seriously saturated and needs to be supplemented urgently; Second, intelligent medical equipment has increasingly strict requirements on the intelligent degree of medical equipment. Kangtai medical equipment's "Internet access to the cloud" performance is far from enough, and the intelligent level needs to be strengthened.Suit the remedy to the case, Kangtai medical preparation, and expand production and R & D.The current capacity of Kangtai medicine is about 1.42 million units / year, but the capacity utilization rate has always been higher than 150% in recent three years. Therefore, it raised nearly 220 million yuan to build a new "medical equipment production reconstruction and expansion project", which will double the production capacity and help Kangtai medicine occupy more market share in the grass-roots level.In addition, the homogenization of medical device products is becoming more and more serious. Big data, artificial intelligence and virtual reality technology are changing the medical device industry and becoming an important chip for players in the industry to surpass competition and win market competition. Therefore, forward-looking enterprises are stepping up the layout of intelligent medical equipment, and Kangtai medicine, which pursues intelligent medicine, is no exception.In its prospectus, it disclosed a number of research projects of cutting-edge technologies, including EEG electrode wearing state detection technology and automatic inspection technology of production line, which will produce more "intelligent" medical equipment hardware, not just products that "surf the Internet into the cloud" at the software level. Kangtai medicine also raised 70 million yuan to build the "intelligent medical equipment industry research institute" project, and subdivided the combination of traditional medical equipment and intelligent technology into five research directions to comprehensively sprint intelligent medical equipment.