JIU ' an medical association with the rise of millet mobile medicine "enclosure movement"

2014, mobile medical collar is definitely one of the most concerned Internet segmentation industry, investors, entrepreneurs are constantly outgoing messages. Recently, in addition to announcing the ihealth of the relevant global business to the proposed new independent entity (named Ihealthinc) and the introduction of millet $25 million investment in the new company, nine health care also issued a plan to increase, It is proposed to raise no more than 810 million yuan for the construction of intelligent hardware and mobile medical peripheral ecological field.

Nine Health medical chairman, Ihealth founder Liu in the "Daily economic news" reporter interviewed, said that the cooperation with millet is a traditional enterprise "their own life."

Liu said Ihealth products in the domestic sales of the basic "0", and millet cooperation is the official ihealth to enter the Chinese market signal, and revealed the next step is to set up "Ihealth China" independent entity.

Some analysts have told reporters that the current mobile medical industry market pattern is too dispersed, the user concentration is low, but fierce competition is conducive to product innovation, the future of the market or will form an oligopoly situation.

Combine millet to develop the domestic market

This month, Apple officially launched the IOS8 system. According to foreign media reports, due to procedural errors, health management platform HealthKit not in the first time with iOS8 synchronized online, but this does not seem to make the mobile medical market "fever."

"We want to be an apple in the healthcare industry," Liu in an interview with the Daily Economic news reporter at the end of July, revealing the ambition of a medical device listed as a "sticker" to embrace mobile internet.

The company, which has been in contact with Apple since 2010, is currently one of HealthKit's partners; in the Android camp, nine health care has found millet as an ally.

Nine health care in the "on the introduction of millet investment announcement," said Millet investment will be increased to ihealthinc 25 million U.S. dollars, after the completion of the investment, Millet will hold a new company 20% of the shares, Ihealth will become millet in the mobile health partner. In addition, Millet investment and its affiliates promise not to invest in the main health data-based medical platform, products or projects or companies that measure blood pressure and blood glucose for a single function within two years of the completion of the project delivery.

When asked about the specific considerations of the introduction of millet, Liu to the "Daily economic news" reporter said, nine Ann medical transformation logic has not changed, is still to sell hardware as a breakthrough, access to sufficient users, receive relevant health data, and gradually form a matching health care system. The introduction of millet investment is because Millet business model and user volume is expected to help push ihealth hardware in the sales volume of breakthrough progress.

For the two sides in the electronic business and cloud service level cooperation details, he further said, Ihealth Intelligent Cloud Sphygmomanometer has been in the Millet platform, this month, 25th this product will be sold in the Millet network, to use the platform to attract and impress the "rice noodles." Cloud service level, you want to change the user has to test blood pressure needs to use the product habit, in the control of blood pressure, the need to gradually improve health counseling, diagnosis, social and other services.

It is noteworthy that Liu that ihealth products open the door to the domestic market is the key to online channels. But in "hand" millet before, ihealth products basically only in Jingdong this electric platform test water.

"The goal is to achieve breakthroughs in areas such as health, smart home and maternal and child care," said nine health care in the 2014.5 Annual report. Millet also do smart hardware, both sides at the hardware level have no cooperation plan? Liu responded that now and millet is a family, "both sides do not rule out the possibility of cooperation."

In addition, the potential risk of millet shares, nine health care in the relevant bulletin will be summed up as two points: on the one hand, investors and the original shareholders may be due to differences in corporate culture and management concepts, the other side, "The introduction of millet investment, the company in research and development, market development and other aspects of investment will be increased, Costs will rise, and if sales are less than expected, they will put pressure on short-term results. ”

Raising money and raising mobile medical care

JIU an medical 2014.5 annual report shows: During the reporting period, benefited from "the growth of domestic sales and ihealth sales of new Products", the company achieved the main business income of 229.59 million yuan, an increase of 10.46% per cent, operating costs increased by 20.62% to 153.42 million yuan; Research and development investment growth of 54.85% per cent, 18.5 million yuan.

The transition needs to pay a price, as in the 2013 annual report, a summary statement by the company on its first loss in nearly more than 10 years: "Companies are still in the early stages of personal health management based on mobile internet, and it will take some time before research and development inputs and marketing inputs are translated into corresponding profits." ”

In the semi-annual report, nine health care is expected, the company January 2014 ~ September operating performance will be loss, loss range in-32 million to 24 million yuan.

"Daily economic news" reporter noted that, in addition to the introduction of millet as an investor in Ihealth company, nine health care recently issued a plan to increase the price of not less than 18.40 yuan/share, the private issue of not more than 44 million shares, Raise the total amount of not more than 810 million yuan of funds, the money will be all around the company's strategic line, to the intelligent hardware, mobile medical peripheral ecological field.

Relevant announcements show that, in order to enhance the user's intuitive understanding of the products, nine health care in Beijing, Tianjin, Shanghai, Hangzhou, Guangzhou and other five cities to set up 10 product experience centers. In addition, Tianjin Nankai Industrial Park to build "mobile medical peripheral ecological and intelligent hardware research and development base."

In this respect, Liu said both events are still in the planning stage. In addition to perfecting mobile medical peripheral basic products and related services, JIU an medical intends to expand the field of intelligent hardware development, the latter may extend the product category and service types through the base.

Domestic mobile medical market heats up

Since the beginning of the year, the domestic internet giant bat (Baidu, Alibaba, Tencent) successively overweight mobile medical field.

Founder Securities in the research center, in the Lilac Garden, the spring doctor and other Internet medical companies have access to huge financing background, "Internet medical treatment will enter the brutal competition and race for the track stage." Missing out on the most critical layout period is likely to lose the future mobile medical market. ”

According to the research, it is difficult to fully promote the expansion of the mobile medical Service by the single link, and it is the "only way" to develop the mobile medical care by creating the ecology and building the integrated medical services.

Talking about the progress of cooperation with Apple, Liu said, HealthKit need to get through both ends, one end is the ihealth and other data collection side, one end is the medical service provider. In blood pressure, blood sugar and blood oxygen and other medical data collection, Ihealth products and the platform through the future and hospitals and other professional institutions will also have cooperation.

It is noteworthy that, for "redefining the relationship between hardware and users," June and August, nine health care and micro-letter cooperation, will ihealth Intelligent Health Watch, Cloud sphygmomanometer two hardware products and micro-letter platform docking. For the exploration of progress, Liu Blunt, and micro-letter cooperation is still in the collection of user feedback, help product iteration process, related products need a grinding process.

and HealthKit and other aggregation platform layout ideas similar, "Daily economic news" reporter recently learned that mobile phone QQ recently on-line "Health Center." QQ Health Product director Liu Yan that, wearable smart hardware market prospects, the reason is now "wool", and four factors, that is, product design level, shipments, user needs to grasp and the user stickiness inseparable. Want to effectively hit the user "pain point", still need to wait for the industry to lead the explosion, widely popular products, and the combination of social attributes will also be one of the trends. Based on this, the data aggregation platform hopes to break the barriers between different brands of equipment and apps.

For the application of large data, Liu Yan to reporters, after collecting data, reverse help intelligent hardware manufacturers to improve the accuracy of data monitoring is only a vision, because of the risk and high cost of investment factors, is not involved in this link, the problem to solve the future market maturity and regulatory policies to improve.

For the current domestic mobile medical industry's attention, Liu Response, the capital of the favor, the attention of users and the increase in the team is undoubtedly a good thing. However, he points out, want to promote global development, the core of competition is still defined and polished to meet the needs of users of products and services, in this regard, the relevant manufacturers are still in the groping stage.