Every step of Alibaba's health industry market is eye-catching.
Yesterday morning, Ali Health re-disclosed strategic cooperation with Weining Software, an application software company in the medical and health field. Ali Health rose 3.238% yesterday to close at HK$5.42. Last year, Ali Health became a stock with a large increase in the stock price and trading volume of the Hong Kong stock market.
Citibank published a research report yesterday saying that if Ali's healthy business model becomes more scalable, it will have the potential to change the value chain of the pharmaceutical industry, as well as the business model of distributors, retail pharmacies or manufacturers.
Many strategic cooperation in recent days
Weining Software is a software company that focuses on research, development, sales and technical services in the field of medical and health applications, and provides overall solutions for the informationization of the medical and health industry. The two sides agreed to jointly promote the formation of integrated management and service models for chronic diseases and common hospitals in the field of health services; in the field of medical services, we will jointly build cloud hospitals represented by doctors' multi-point practice and effective linkage of hospitals; Payment services: integrated payment platform and Weining risk control engine, effectively enhance and expand the value and status of the system in the medical payment system; in the circulation and supervision of drugs: on the basis of supporting electronic health supervision services for Ali Health Exploring the effective sharing and market application of e-prescribing; in the construction of basic environment: work together to promote the deployment of various medical and health service application systems to Alibaba Cloud to provide users with better information services.
Coincidentally, on January 13, Ali Health also signed a framework agreement with Baiyun Mountain. It is agreed to explore and develop the “online to offline†marketing model for pharmaceuticals in the field of pharmaceutical e-commerce. In the case of large health products, Baiyunshan Pharmaceutical's existing health products are interfaced with the company's platform, and specific products are jointly developed based on Ali Health's large health data. Recently, there are rumors that Baiyun Mountain is already developing new types of drugs.
In addition, on the afternoon of January 22, CITIC Bank and Ali Health signed a strategic cooperation agreement in Beijing. CITIC Bank said that the two sides will jointly build an online and offline drug e-commerce platform, and jointly develop cooperation in medical institutions and medical insurance to realize the sharing of drug information big data, medical resources and customer resources.
Capital market performance is good
FactSet, a US research firm, recently conducted statistics on companies with a total stock market value of more than $5 billion. The results showed that the highest increase was in the health of Ali, which was listed in Hong Kong, which rose more than nine times a year.
The bright performance of Ali's health is inseparable from Alibaba's initial investment of 1.3 billion Hong Kong dollars at the beginning of last year. According to previous announcements, Alibaba said that it intends to continue Ali's existing business and use the experience and expertise of Ali (and its affiliates) to diversify its business.
Based on the experience and services provided by Alibaba Group and Alibaba Cloud Computing, Data Processing and E-Commerce Platforms, Alibaba Health intends to further develop and expand its domestic drug data platform and develop data standards for medical and health care products. This may involve Ali injecting a number of supplementary businesses into the group or involving other forms of cooperation.
According to the analysis of Changjiang Securities, Alibaba Health's 1.3 billion acquisition of CITIC 21st Century is the first B2C platform for drugs in China. It holds the pharmaceutical distribution license, drug transaction qualification, drug electronic regulatory code, database and other resources required by the Food and Drug Administration.
Citi's latest research report said that in the emerging e-health and mobile medical business model, it is noted that Ali Health's recent trials in Shijiazhuang and Hangzhou are about transferring prescription drugs from hospitals to retail pharmacies.
Citi believes that it is too early to assess the potential market for new business models because of strong opposition from hospitals or doctors, lack of access to health insurance funds, and may slow down this business model to more areas. However, 2015 is the first year of medical reform. Doctors are more practising, and prescription drugs are becoming more market-oriented. The policy is expected to be strong. Many brokers are optimistic about the performance of Ali Health this year.
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