From medical care to the Internet + housing companies are struggling with medical treatment
As the golden decade flies away, the real estate industry ceiling is at your fingertips, and the cross-border transformation of housing companies is imminent. According to the statistics released by Shenyin Wanguo, 41 real estate enterprises have undergone transformation, and 13 of them have chosen to transform the medical industry. Housing companies such as Sunshine City, Evergrande and Greentown are actively exploring business opportunities in the medical and health fields. Yihua Real Estate, Shirong Zhaoye and Yunsheng Industrial are also trying to transform industries such as pension and hospitals. Is it possible for a housing company to get a new profit growth point? Collecting health data from the owner through medical services, and developing and utilizing it, can it help the housing companies break through? What are the advantages of housing enterprises? The research report released by Shenyin Wanguo shows that the transformation direction of 13 real estate enterprises has involved medical (including pension) fields. The industry believes that the medical industry has many advantages such as high gross profit margin and abundant cash flow, but the road for housing enterprises to enter the medical industry is not all the way. According to a research report, the housing-related enterprises are roughly divided into four categories: the first-class housing enterprises usually first add medical modules to the group's organizational structure, and an original executive leads the old employees and new employees in the professional field. Team, conduct market research and surveys. Taking Sunshine City as an example, it has added “investment and investment management to the medical and health industry†in its business scope. Its advantage is to investigate risks early, and the disadvantage is that the return period is longer. Direct acquisition of a mature medical team and its involvement in medical care is a way for many small and medium-sized housing companies to choose. On behalf of real estate enterprises are Yihua Real Estate and Shirong Zhaoye, the advantage is that they directly get mature teams, the disadvantage is that the brand influence is small. Large-scale housing companies have greater pens and often choose to cooperate with some institutions that have status in the medical industry. In 2013, the Vanke International Children's Hospital project signed a four-party framework agreement, which is a typical case. The advantage of this model is that the medical team is excellent, the brand has strong credibility, and the disadvantage is that the threshold is high and the cost is huge. The threshold for direct investment in housing enterprises is the highest, so there are fewer companies that choose this form. The advantage is that the execution is strong, the disadvantage is high risk, and the business mature requires a long period. Greentown is one of the representatives. The insiders told the author that no matter which method is used, the wider the service group, the more comprehensive the corresponding data collection. Compared with other companies entering the medical field, real estate developers have certain advantages in hospitals and other related industries. Haitong Securities' research report pointed out that medical or hospital projects have large investment in the early stage, which requires strong capital operation capability and strong financial strength, while real estate enterprises have relatively sufficient financial strength. In addition, large-scale housing enterprises can combine medical resources and residential communities with residential communities. To achieve a win-win situation. The natural connection between the developer and the government department also facilitates the company to better grasp the local medical needs and development direction. The medical real estate can also be better integrated with the developer products such as pension, leisure and health. Doctor resources become bottlenecks Housing enterprises have certain advantages in medical treatment, but it does not mean that they are all the way. As far as community hospitals are concerned, operations are also difficult. Hao Ju, senior vice president of Ruixin Consulting, told the reporter of "Daily Economic News" that the construction of the hospital is not only the investment of hardware facilities, but also requires more professional doctors and experts. At present, some old community hospitals are more difficult to operate. One is the issue of social security reimbursement; the other is that the resources of experts are insufficient, and ordinary patients are reluctant to go to the clinic, resulting in a low rate of community hospital visits, so they can't keep good doctors. Hao Ju believes that solving this problem requires resource integration. For example, the top three hospitals can drain relevant departments to community hospitals; or community hospitals and large hospitals form expert mobility clinics. In terms of cost and subsidy mechanism, the government should encourage some patients to go to community hospitals to rationally allocate medical resources. Bu Xiaojun, Director of Solutions, Greater Data Division, Teradata Greater China, told the Daily Economic News reporter that community health has the function of “six in oneâ€, which is the community prevention, health care, medical care, rehabilitation, health education and family planning technical guidance. As one. Community health has the ability to reach the corresponding community and also get personal health information in the area, but such big data is still more at the conceptual level, and it is still not profitable. Community health care faces two bottlenecks: First, whether medical insurance and commercial insurance in social security can be opened in community health care; second, whether it can meet the personalized medical needs of some residents. In addition, the shortage of resources for domestic GPs has also restricted the development of community health care to a certain extent.
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