My real career is an investor in the primary market for equity investment. Currently, I am mainly investing in the mobile medical field. Before that, I have been in the medical industry for five years. I am not a medical doctor. I am a master of authentic finance from abroad. (I don't know how to plant it in the medical industry) In the dynamic analysis of capital, the Internet health care industry is divided into mobile applications (mobile apps), smart hardware, solutions, online medical, medical e-commerce and other six categories. With the gradual development of the Internet medical health industry, the boundaries between categories are becoming increasingly blurred. The above classifications are based on the initial services that enterprises enter the market: for example, Good Doctor Online, Lilac Garden, etc., although currently on the PC side and mobile There are layouts at the end, but since it was initially cut into the Internet medical market by the PC, it is divided into online medical categories. For example, intelligent hardware manufacturers provide software services such as mobile APPs in addition to hardware products, but because they are The hardware products are cut into the Internet medical health market, so they are classified into intelligent hardware; Others and so on. The statistical data in this article is the statistical result used internally by the organization, so the name of the institution is hidden, please understand. The first part of the 2014 Internet medical investment summary This chart is a summary of the financing and M&A events disclosed in 2014. According to the previous classification, it can be clearly seen that Internet medical care is in its infancy. A large proportion of the total of 104 financing cases are concentrated in the Angel Wheel and the A Round, with fewer investment projects in the middle and late stages. At the same time, the total amount of financing of 13.3 billion yuan is not huge. Compared with the financing of energy, real estate, military industry and environmental protection industries, the amount of financing is still in a state of stagnation. In some large cases, such as Neusoft Xikang, the financing reached 37.8. The level of 100 million yuan accounted for nearly a quarter of the total amount of financing, and some cases of e-commerce also have a relatively large amount of financing, which shows a more differentiated state. The early projects of the Angel Wheel and the A round accounted for 70% of the total, but the total amount of financing was not large. From these, it can be seen that Internet medical care is in the initial stage of user accumulation, and the business model is not clear. From another perspective, Internet medical investment is also a very big test for investors, and it is also a lack of mobile medical investors in the primary market. Traditional pharmaceutical investors generally feel that they do not understand the logic of mobile medical care and are very cautious. Attitude, and TMT-invested investors are very superficial in their understanding of medical treatment. They only started investing with some common sense. At present, most of the investment in Angel Wheel and A-round is also the investment of TMT investors. How much more can survive this year is an unknown number. It can be seen that the market for mobile applications and the investment in smart hardware account for half of the market, and there are more opportunities here, but because the model is not clear, the risk of investment is greater. Mobile application class, intelligent hardware class mainly depends on the product, the product testing phase, the ability to independently acquire users, and finally merged after the platform-level project is generated. The financing amount of the solution category and the pharmaceutical e-commerce industry is huge, and the threshold is high, but the profit margin is also the largest. In my previous article, I analyzed that this wave is benefiting from the liberalization of policies, including the information transformation in the context of medical insurance control fees and the liberalization of online prescription drugs, which has brought a lot of investment opportunities. These can also be seen from the madness of the secondary market, such as Wanda Information, Weining Software and Haihong Holdings. E-commerce has more targets. The market potential of the pharmaceutical e-commerce sector is huge, the industrial chain is more complicated, and there are licenses and other barriers to entry. The competition in this field will be more intense, and the market will be occupied by a small number of enterprises. The entry threshold for mobile applications and smart hardware with a low single financing amount is relatively low, and its development is more dependent on product and service innovation; The single-finance financing of the solution category was higher, mainly because Neusoft Medical received a strategic investment of 3.78 billion yuan, which raised the amount of single financing in this field. in conclusion: â— Enterprises with big data genes, that is, enterprises with big data acquisition and analysis capabilities, have more market prospects; â— The mobile application and intelligent hardware fields are in the early stage of development, the business model is still immature, the market concentration is not high, the threshold is relatively low, and there are still competitive opportunities; â— There are certain industry barriers in the field of medical e-commerce and online medical treatment, and the development trend of oligopoly has been presented. The market concentration is increasing, and high-quality resources are gradually moving closer to large enterprises; â— Solution market opportunities are at the beginning of the industry development, and the current market demand and profit margins are large; â— Policy regulation still plays an important role, especially in individual segments, such as pharmaceutical e-commerce. Rapid Malaria P.f./Pan Test Kit (Colloidal Gold) Malaria ,P.f./Pan antigen,Colloidal Gold.Rapid test,Test cassette Shenzhen Uni-medica Technology Co.,Ltd , https://www.unimed-global.com