Look at the annual report of 50 medical listed companies: Who is the overlord of future Internet medical treatment?

In April, Wei Xia, Cao Changfei, and the disclosure of the annual report of more than 2,800 listed companies in A-shares ended in 2015. As a basic element and foundation of a country's economy, a listed company should reflect the pulse of the "new economy." As a representative industry of the "new economy", the Internet medical storm began to appear in the whole industry in 2014, and after the online registration of the 1.0 era to the online era of the 2.0 era, Internet medical treatment is moving into the 3.0 era. According to incomplete statistics, more than 50 companies in A-share listed companies have entered the Internet medical business.

As the report that most intuitively reflects the company's annual operating status, the Internet medical business has contributed to the performance and strategic position of related companies involved in the operation of listed companies, which businesses have yet to be cultivated, and which areas have grown? The cowhide can be blown bigger and the numbers won't lie easily. Let's take a look at some of the "Internet medical treatment in the annual report."

Most of the large-scale profit model has not yet formed a small contribution to the company's performance.

Under the industry appeal and broad prospects, the Internet medical field has become the nugget of many capital parties. The A-share listed companies involved in it have also been sought after by the secondary market due to their early involvement and future vision. You can say that the ideal is beautiful, the reality of the skin, you can also say that the wind and the long should be eye-catching, do not stare at the next three or two. However, from the perspective of the annual report, it is an indisputable fact that Internet medical care has not yet formed a large-scale profit model in the medical service industry.

Taking Kangmei Pharmaceutical as an example, in the annual report, it has already adopted the “big health + big platform + big data + big service system” with Internet thinking layout as the main business module, but the Chinese medicine plate consisting of Chinese herbal medicine pieces and Chinese herbal medicine trade. It is still the business sector with the highest proportion of current operating income.

It can be found from the annual report that Kangmei Pharmaceutical's comprehensive "Internet + Big Health" strategy is mainly concentrated in the newly established subsidiary "Kangmei Health Cloud Service Co., Ltd.", which combines B2B (bulk transactions) and B2C (medical power). Business, O2O (Smart Pharmacy, Community Health), Internet Medical Services ( Mobile Healthcare ) and other platforms. As of the end of December 31, the subsidiary had a net asset of more than 6.5 million yuan and a current loss of more than 340 million yuan.

The medical device manufacturer Lepu Medical revealed to us that the growth of the mobile medical business is long and long. The listed company has classified the mobile healthcare business into its "strategic business" and is one of the main businesses. In the annual report of Lepu Medical, during the reporting period, mobile medical realized income of 9,792,800 yuan, an increase of 207.54%. However, various input expenditures totaled 51.94 million yuan. Lepu Medical's mobile medical business revenue is less than one-fifth of the investment. In February of this year, Lepu Medical announced that it raised 992 million yuan, of which 273 million was used for the construction of cardiovascular network hospitals and O2O marketing network system. The network hospital has invested 20 million yuan and has not yet realized operating income. In other words, if you count its O2O business, this digital deficit will be even more amazing.

During the reporting period, the management expenses of Lepu Medical increased by 92.55%, and the company will “further increase the investment in mobile medical and medical services and the impact of R&D investment” as one of the main reasons.

Reality or excuses, the Internet medical business of some listed companies has even become a reason for dragging down the company's performance. At the end of 2014, Xiaomi invested in A-share listed company Jiu'an Medical for $25 million, making it an important layout in the field of mobile health, and even promised not to invest in a "health platform based on health big data" within two years. Jiu'an Medical has also become the first traditional medical device company to transform into mobile healthcare. However, the transformation of Jiu'an Medical to mobile medical care is not smooth - at least the figures in the annual report show that. In 2015, the company's annual report showed a loss of 140 million yuan. The operating profit, total profit, and net profit attributable to shareholders of listed companies fell sharply compared to 2014. Jiu’an’s explanation for this is a bit “shabu”: “The main reason is that after the company established a strategic partnership with Xiaomi Company at the end of 2014, it became a partner of Xiaomi in the field of mobile health. In 2015, the company increased its company to Xiaomi. Sales, but given Xiaomi company's supply price is slightly lower."

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