Computer Industry Event Review Report: Medical Health Big Data is booming

On June 24, the General Office of the State Council issued the Guiding Opinions on Promoting and Regulating the Development of Big Data Applications for Health Care .

2. Sanchang Technology plans to acquire the Southern Silver Valley and lay out the large traffic wifi field.

Investment points:

Medical big data, grading diagnosis and treatment, and family doctor policy are being comprehensively promoted. Under the guidance of “Internet +”, various enterprises in the Internet medical industry chain are competing to compete, and the regional medical information platform construction, network hospitals, medical insurance control fees are deeply laid out. In other fields, after several years of development, many companies' business models have matured and profits have been fulfilled.

The wifi technology in the four major transportation fields of civil aviation, railway, rail transit and public transportation has made breakthroughs. With traffic wifi as the entrance, commercial realization modes such as advertising, traffic guidance and consumption guidance have emerged. In terms of travel, the combination of wifi and the large transportation sector, which is an important entry point for mobile Internet, is expected to generate a huge market.

The overall neutral rating of the computer industry, health care big data recommendation: Shentiandi A (network hospital), Guofa shares (medical consumables big data management), Da Shi smart (smart medical project orders full), entrepreneurial software (regional medical information platform Construction leader). Big traffic wifi recommended: Sanchang Technology (planned to acquire the Southern Silver Valley), brilliant technology (deep layout to get through the traffic link WiFi).

Risk warning: The medical reform policy has not progressed as expected, the medical big data application progress is less than expected, the traffic wifi market competition is intensifying, and the risks of related company performance are uncertain.