The healthy China war wheel slowly forward, gradually bring the health industry into a new ecology.
On November 23, the 21st Century Business Herald successfully held the 2017 China Health Industry Summit in Beijing. It is reported that the 21st Century Business Herald has been paying attention to the development of China's big health industry for a long time, and this summit is the first time for it to present the new situation and new picture of China's big health industry in the form of a forum.
Reporters at the summit learned that the summit also released a report on corporate social responsibility in China's big health industry. (hereinafter referred to as "Report") At the same time, the list of enterprises with the most industrial advantages, social responsibility and innovation ability was selected by industry experts, scholars, senior media and readers through voting for outstanding enterprises in the industry since 2017, and the "Sunshine Award" was awarded to honor the outstanding performance of the award-winning enterprises in the past year.
"After years of development, China's big health industry has become the focus of capital pursuit. Its complexity and professional barriers make diversified segments full of opportunities," said Yang Yunfei, deputy Party secretary and vice president of Southern Finance Omnimedia Group and president of Guangdong 21st Century Media Co., LTD. "People's awareness of health has surpassed any other time in the past. The pursuit of medical care and health is also the pursuit of people to return to the most simple and authentic pursuit after the improvement of material life. Meanwhile, the development of the health industry has risen to the national strategy."
Ecological evolution of health industry
There is no doubt that the domestic health industry is gradually transforming.
The report shows that the health industry is not a specific industry, but a general term for the industry system related to health.
Specifically, it consists of medical sexual health services and non-medical sexual health services, including: medical industry with medical service institutions as the main body; Pharmaceutical industry with drugs and medical devices as the main body; Health care products industry with the production and marketing of health food and health products as the main body; Health management service industry with personalized health testing and evaluation, consulting services, conditioning and rehabilitation as the main body; It also includes emerging industries such as elderly care industry, medical tourism, R&D and manufacturing of nutrition and health products, R&D and manufacturing of high-end medical devices, etc.
According to Wang Xuehai, chairman of Renfu Pharmaceutical, the average life expectancy of Chinese people in 1949 was only 35 years. By the end of last year, according to a white paper on human rights issued by The State Council Information Office, the average life expectancy was 76.34 years, a great improvement.
"Our health work has made great progress, but as our major contradiction has changed, there are still a lot of imbalance and inadequacy. Many health needs, including medical treatment and healthy living, have not been fully met. These may also be an important direction for the future development of our health industry and health service industry." 'he said.
Data show that by 2016, China's health industry has developed into a market of nearly 4 trillion yuan. According to the outline of Healthy China 2030 Plan issued by The State Council in 2016, the development of China's health industry will be more than 8 trillion yuan in 2020 and 16 trillion yuan in 2030. It can be predicted that China's health market is full of imagination.
In the imaginative market space, precision medicine has been mentioned again and again.
Compared with traditional medicine, precision medicine can reduce the waste of medical resources more accurately and quickly, as well as reduce ineffective and excessive medical treatment, said Xu Junquan, president of Boao Jingdian, a subsidiary of Boao Biology. The key factor is first precision, without accurate prevention and diagnosis, there is no way to talk about treatment.
Xu Junquan said: "Precision medicine can be said to be a historical opportunity for the development of medical science in our country. China has a strong economy, a good market and a large population, which brings a lot of resources to the development of precision medicine. It is also a historical opportunity for precision medicine to occupy the commanding heights in the world."
New developments in investment and research and development
The ecological evolution of health industry directly affects the development of medical investment and research and development.
Yang Jing, vice president of investment of HNA Education and Medical Industry Investment Co., LTD., pointed out that the current investment and research and development of the medical industry are becoming more and more detailed, and more and more focused on the segmentation field. "Healthcare is really a cyclical industry," she says. "It's not like other industries, especially TMT, where the business logic is completely different. It generally depends on the nature of the fund, whether it is highly negotiated or safe and stable, or something else."
For a long time, there has been a "small, two, three low" situation in the medical and health industry. One is that 80% of enterprises are small; Two refers to the number of enterprises (more than 4,500 pharmaceutical enterprises, nearly 10,000 devices), low-end products approval; Three low refers to low concentration, low profit rate, low management efficiency. Therefore, merger and acquisition has been the general trend of the medical and health industry, and how to break the wall of research and development is also the direction of exploration of many enterprises and entrepreneurs.
Huan Dandan, Vice President and Director Secretary of Anham Medical, presented its research and development achievements at the summit site. It took Anham Medical eight years to develop the world's first robot product of gastrointestinal endoscope, realizing the health dream of endoscope without intubation.
She thinks: "The current capital flow, including the hot spot of investment, still lies in the enterprise whose business model has been fully verified. Now everyone keeps a very cautious attitude towards purely conceptual, or needs an original technological innovation, business model and service innovation driven by technological innovation."
However, the high cost and high investment risk of innovative research and development has always been an unavoidable problem.
Baekje has a deep sense of this. Wang Lai, senior vice president of Beigene and head of clinical development in China, brought a record of Beigene: In the past seven years, Beigene has brought four completely self-developed projects from pre-clinical chemistry and biological laboratories to clinical trials step by step. So far, there are more than 40 clinical trials underway, including many phase III registered trials, Phase II registered trials, and Phase I exploratory trials.
"The whole process burns a lot of money, 2 billion yuan has already been spent this year, and this is a company with no revenue, which in many cases is unimaginable," Mr. Wang said. "The trend of new drug research and development is very strong, and there is a lot of money looking for new investment projects, but it is hard to judge what is good and what is not."
Bao Jingming, general manager of GE Venture Capital, a Chinese general technology group, agrees: "It is really difficult to judge innovative drugs themselves. Even within large biopharmaceutical companies, every project is a venture capital project, and there is a huge uncertainty when moving forward. It depends on the source of funds. In the past, it was necessary to have a professional team, but even if there is a very high professional team, it may not be successful, and there may be better risk control mechanism at the fund level."
He Fengzhi, general manager of Beijing Control medical industry Fund, pointed out that the ability circle is the blue sea, the ability circle is the red sea. "I encountered a lot of pits, also lost a lot of money, in fact, the loss of the project is the most enlightening to the individual, the biggest loss to the fund. In fact, it is not focused on the people, most of the time on the business model, profit, varieties, segmentation, research and development, but the most uncontrollable is the human factor, which suffered a lot of losses." 'he said.
Social responsibility still needs to be strengthened
In between brainstorming sessions, the 21st Century Business Herald released the 2017 China Big Health Corporate Social Responsibility Report.
Deng Honghui, deputy editor in chief of Southern Finance Omnimedia Group and editor in chief of the editorial board of 21st Century Newspaper, said, "We conducted an objective review and evaluation of China's big health industry from multiple dimensions such as social responsibility, innovation ability, team quality and market recognition, combined with 'quantitative' and 'qualitative' analysis, and listed social responsibility as the most important evaluation index. We believe that while innovation and capital are important driving forces for the development of the health industry, social responsibility is an attitude that must be adhered to."
According to the data, the CSR report is a systematic information disclosure of the concept, strategy, methods and methods of the fulfillment of corporate social responsibility, as well as the direct and indirect impact, achievements and shortcomings of its business activities on the economy, environment, society and other fields. It is an important carrier for enterprises to carry out comprehensive communication with stakeholders.
The report points out that with the participation of the government, capital market, industry associations and other forces, the number of CSR reports in China has continued to grow rapidly. However, the number of social responsibility reports issued by enterprises in the field of big health is still small, and there are still some problems in the quality of the reports, which does not match the implementation of the healthy China strategy.
Xu Chao, deputy general manager of Mindray Medical's domestic marketing system, said, "We believe that it is natural for enterprises to pursue profits and entrepreneurs to pursue wealth. This is the driving force for the development of enterprises. In addition, as an entrepreneur, you should clearly know that this wealth is from the society, because the market trust in you to give you dividends, so it is natural for you to have some forms of feedback to the society after you make profits."
In fact, fulfilling social responsibility is not incompatible with the revenue of enterprises, but often requires enterprises to find a balance. Wang Hongfeng, President of Liansheng Pharmaceutical, said, "Now we are doing a love sharing project, jointly doing a social benefit with the majority of chains. For every box of drugs sold, we will donate 10 fen to do some precise charitable activities, which is actually part of the brand building. While doing public welfare, the brand building has also developed. What looks like two contradictory aspects of a mathematical formula is actually an input-output process of investment and reporting."
In the form of fulfilling social responsibility, the forms of relevant activities are relatively simple and lack social influence.
Ke Songhan, president and general manager of Lingbei China, said, "Pharmaceutical companies can fulfill their social responsibilities by providing the society with expertise in the field of disease. At the same time, our rich experience and expertise in the field of psychiatric diseases can help develop innovative drugs of higher standards for patients around the world, bringing them a better life.
Wang Gang, the founder of Hopu Ark, said, "From the perspective of enterprises, the genes of medical practitioners themselves reflect social value. I think the best way to reflect our social value is not to lie, cheat or do evil. We deliver our brand to the market through some public welfare activities, but it is more about the impact on the team. When we promote this value within the team, it will enhance the competitiveness of our team and will definitely feed back to the business interests." The use of the Internet, artificial intelligence and other tools also helps enterprises better fulfill their social responsibilities.
According to Zhang Liang, vice-president of Ali Health, "The application of AI in medicine in the future is itself a manifestation of social responsibility. Computing power and big data can bring many doctors who are not so high level to the same level as big experts through technical assistance. And the majority of people are doctors at the grass-roots level and the second-tier level. Technology can help doctors improve their capabilities, and everyone will benefit from this."
The wind of smart medicine is blowing
In the new ecosystem of health industry, the Internet, artificial intelligence and other technologies have been paid more and more attention. Therefore, intelligent medical treatment frequently appears in the spotlight.
Cheng Guohua, CEO of Jianpei Technology, pointed out that smart medicine is divided into three stages: First, it is the information stage, where many medical devices begin to have embedded chips; Second, in the Internet stage, hospital information can be queried and linked. Finally, mobile Internet can make medical information open and transparent. The third stage is the application of AI to the medical field.
What role does smart medicine play in the medical industry? Companies also have different views.
According to Fan Shaofei, chairman of Ping An Wanjia Medical, industry 1.0 depends on manpower, 2.0 is partially replaced by machines, and later there is information technology, Internet and intelligent industry. From 1.0 to 4.0, the definition of wisdom should be a kind of decision, analysis and intervention based on data, and make more efficient and correct decisions and measures based on information and data. Only in this way can intelligent medicine be formed.
Jiang Zhitao, chairman of Health998 e-commerce Group, added that smart medicine is a part of smart city and it should be divided into three parts: the system, smart evaluation and smart enhancement system are organized to form a closed loop between individuals, doctors and the whole society through the Internet and other technologies, and the final result is to improve the efficiency of diagnosis and medical quality.
For enterprises, the new opportunities brought by smart health care are also the focus of competition.
Haodafu is a veteran player in the field of Internet medical treatment. Its founder Wang Hang has a new understanding of intelligent medical treatment. In his opinion, the first thing to do is to target the needs of patients, because a large number of Chinese patients' needs are not being met. It is believed that the medical and health industry has endless opportunities, and the interest point of all start-ups should be to stand in the perspective of patients to solve the pain points.
"In addition, the business should be narrow, because the industry is very complex, and it is easier to succeed by splitting a relatively narrow field and doing it in depth," Wang Hang further said, "We should also pay more attention to some grassroots, because the whole trend in China is hierarchical diagnosis and treatment, and we must let patients get good services locally. Social or commercial medical institutions should meet more unmet needs outside the public medical system." But smart medicine is still in its infancy.
Wang Shirui, CEO of Penguin Doctors, believes that the passing grade is 6 points, and now Smart Healthcare can only score 3 points. "In terms of imaging, smart medicine can be realized to replace human resources, and there is a lot of screening and diagnosis of routine diseases among family doctors, at the grassroots level, to help community doctors do more work," he said. But at the moment I think it's early, and it would be nice to be able to help doctors in other disciplines."
Attached: 2017 China Health Industry "Sunshine" Award list
2017 China Health Industry "Sunshine" Award - Leader of the Year
2017 Sunshine Award of China's Health Industry -- Best Leader of the Year
Sun Fluttering, Chairman of Jiangsu Hengrui Pharmaceutical Co., LTD
Liu Jierui, President of Greater China and Vice President of Global Emerging Business Development
2017 China Health Industry "Sunshine" Award - Outstanding Public Welfare Figures
2017 Sunshine Award of China's Health Industry -- Excellent Public-spirited Person
Wang Gang, founder of Hopu Noah Health Management (Beijing) Co., LTD
Danlong Feng Director of Corporate Affairs, Pfizer China
Enterprise class
2017 China Health Industry "Sunshine" Award - the most Socially responsible enterprise
2017 Sunshine Award of China's Health Industry -- Best Socially Responsible Company
Shenzhen Mindray Biomedical Electronics Co., LTD
2017 China Health Industry "Sunshine" Award - Outstanding Enterprise of the Year Award
2017 Sunshine Award of China's Health Industry -- Outstanding Company of the Year
Taikang Insurance Group Co. LTD
2017 China Health Industry "Sunshine" Award - New Enterprise Award
2017 Sunshine Award of China's Health Industry -- Best Emerging Company
Lingbei (Beijing) Pharmaceutical Information Consulting Co., LTD
Wemedical Group (Zhejiang) Co., LTD
Ping An Wanjia Medical Investment Management Co. LTD
Jianke.com
Hna Education and Medical Industry Investment Co., LTD
Product and industrial investment category
2017 China Health Industry "Sunshine" Award - the best Venture capital Company of the Year
2017 Sunshine Award of China's Health Industry -- Best Venture Capital of the Year
Citic Industrial Investment Fund Management Co. LTD
2017 China Health Industry "Sunshine" Award - Best Investment Case
2017 Sunshine Award of China's Health Industry -- Best Investment Case
Renfu Pharmaceutical Group Co., Ltd. acquires Ansell's global gender health business
2017 China Health Industry "Sunshine" Award - Best Financial Products
2017 Sunshine Award of China's Health Industry -- Best Financial Product
Taikang Life Insurance Co., LTD. Taikang Xinfu annuity insurance product plan
2017 China Health Industry "Sunshine" Award - Excellent Independent research and development Product Award
2017 Sunshine Award of China's Health Industry -- Excellent Self-developed Product
Shenzhen Care 10000 Health Management Co., LTD. Inpatient management intelligent terminal equipment
Photos of the scene:
Scene photograph
The first roundtable dialogue: Pharmaceutical investment and innovation
The second roundtable dialogue: The social responsibility of the whole medical and health industry chain
The third round table dialogue: Smart Healthcare · Transformation model and practice
