In Ma Yun's game, in addition to the database level of the first move, Ali's practice of Ma Yun's medical dream has reached the forefront of the traditional pharmaceutical industry. Recently, Ma Yun's Yunfeng Fund rushed to this commanding height with a net investment of 500 million yuan in Baiyun Mountain.
It is said that Shanghai Yunfeng Xinchuang Investment Management Co., Ltd., which was invested by Ma Yun and Yan Feng, took part in the Baiyun Mountain investment and only spent three days. One important reason for seeing Baiyun Mountain in this way is that Baiyunshan may be the best partner for the Ali system that is currently opening the medical e-commerce market. So what is Ma Yun’s intention to do? After comprehensively interviewing the opinions, we found that Ma Yun’s recent layout in the traditional industry has brought seven conjectures to the industry.
Guess one: expand the pharmaceutical e-commerce and prescription drug online shopping business
In 2014, the Ministry of Commerce announced that the list of the top 100 main incomes of China's pharmaceutical wholesale enterprises in 2013 showed that Guangzhou Pharmaceutical, which holds 50% of Baiyunshan's shares, was the fifth largest in the country with a main income of 24.645 billion yuan. Walgreens, the joint venture shareholder of Guangzhou Pharmaceuticals The company is the world's largest pharmaceutical distributor.
Guangzhou Pharmaceutical, which has been positioned as the “big business†business platform of Baiyun Mountain, will receive 1 billion yuan for capital increase in the 10 billion yuan refinancing, and the joint venture Walgreen Greens will also be in Guangzhou. The medicine will increase capital. With the start of capital increase, the national layout of Guangzhou Pharmaceutical will also be fully rolled out, which will be the national channel for Ali's long-running drug e-commerce business. Up to now, Guangzhou Pharmaceutical has established 17 pharmaceutical logistics centers nationwide.
Of course, Baiyun Mountain is not just a channel or logistics resource. For example, the prescription drug online sales business that Ali is currently trying to promote, for example, the lack of hospital resources, doctor resources, and licensed pharmacist resources in Ali, are all available in Baiyun Mountain. Taking hospital resources as an example, the “Smart Pharmacy†of Guangzhou Pharmaceutical and the Second Hospital of Guangdong Province, namely the modern pharmaceutical logistics service extension project, has become the industry benchmark.
Guess 2: Sharing the O2O feast after the separation of medicines
Promoting the “separation of medicines†in the true sense is an important part of Ma’s dream of medicine. In order to achieve this goal, Yunfeng Fund previously purchased the CITIC 21st Century, which is the predecessor of Ali Health, with the qualification of the 95,095 third-party medical e-commerce pilot platform.
Ali Health is currently pushing similar DPP taxi software-style A PP in Hebei and Northeast China, hoping to quickly cut into the drug electronic prescription business. Ali's health prescription drugs grab a single A PP business promotion in South China will be the general trend, Baiyun Mountain is undoubtedly the best partner, no one.
In the large commercial sector of Baiyun Mountain, pharmaceutical e-commerce is a new format of key development. The “Guangzhou Medicine and Health†e-commerce platform is the first legal online pharmacy qualification approved by the State Food and Drug Administration in Guangdong Province. It currently has millions of registered members and has obtained cross-border e-commerce pilot qualifications in the industry. Leading. A number of companies under the Guangyao Baiyun Mountain have opened flagship stores in Tmall, such as Jianmin Pharmacy, Cai Zhilin, Baiyun Mountain and Huang.
For the physical pharmacies used to “grab the orderâ€, Baiyunshan’s large commercial sector currently has 100 retail pharmacies. Some of the flagship pharmacies under the Baiyunshan commercial sector have already opened a new image store with reference to the model of the joint Bozi Walgreens. It is well known that Europe and the United States adopt a system of separate medicines, and the joint Bozi Walgreens in the medical O2O aspect. The experience is in the hands of the world.
Conjecture 3: Carrying out cross-border big health trade
Ma Yun’s medical dream is in line with Baiyun Mountain’s vigorous development of a large health industry. The Baiyun Mountain plans to raise 4 billion yuan of funds to increase the health of Wang Laoji, build a “big health†industry platform, and expand into a strong health industry. In view of the fact that Ali has launched the Haitao business for many years in Tmall International, Guangzhou Pharmaceuticals currently has more than 40,000 SKUs (category) in the Baiyunshan business map, and also has cross-border trade pilot qualifications. The health trade in the country also looks promising.
Conjecture 4: Advance into the "future hospital"
Ma Yun’s Alipay has been promoting a plan since last year to change the current situation of the overcrowding of most public hospitals in China, to help hospitals improve operational efficiency and optimize the allocation of medical resources. This program is named “Future Hospital Programâ€. According to this plan, Alipay will open its platform capabilities to medical institutions in the future, including account systems, mobile platforms, payment and financial solutions, cloud computing capabilities, big data platforms, etc., to help hospitals become more efficient in the mobile Internet era. .
After opening the big data platform and combining cloud computing capabilities, and working with wearable device manufacturers, medical institutions, government health departments, etc. to build a health management platform based on big data, Ma Yun’s ultimate goal is to achieve treatment and prevention. change.
Invariably, Baiyun Mountain is also actively deploying a large medical sector, mainly investing in health industry such as medical care, health management, and health care. Recently, the company has signed a contract with Guangzhou Iron and Steel Group to jointly build Guangzhou Steel Hospital into a top three hospital.
It should be said that Ma Yun's informatization is what Li Chuyuan needs, and Li Chuyuan's state-owned medical resources that Baiyun Mountain can mobilize may be valued by Ma Yun.
Conjecture 5: Creating a “Drug Safety Planâ€
"After ten years, China will inevitably have a large number of sick patients, and China's current pharmaceutical industry is confusing, and the proportion of counterfeit drugs and fraudulent drugs is very large. Our shareholding in the pharmaceutical industry is to change the state of society for the next ten years. "This is the original intention of Ma Yun's medical dream.
In order to achieve this original intention, Ali's "Drug Safety Plan" has been officially launched. Last year, on July 10th, Alibaba announced that two mobile apps, Taobao Taobao and Alipay Wallet, launched the “Drug Safety Planâ€. As long as you use these two clients to scan the bar code and drug supervision code on any box of medicines on the market, you can get the information such as the authenticity, usage, contraindications, production batch and circulation process of the drug.
Prior to this, Ma Yun joined hands with Yunfeng Fund to invest in CITIC 21st Century Company (Ali Health), which is the winning bidder and contractor of the national drug regulatory code system. Through years of promotion of drug supervision codes, Ali is working hard to build the most comprehensive database of domestic drugs. It is also the corporate philosophy of Baiyun Mountain to let the people eat safe medicine and safe medicine. In addition, Baiyun Mountain's expert resources and practical experience in the fields of drug information collection and drug counterfeiting will also provide intellectual support for the “drug safety plan†that Ali is building.
Conjecture 6: Preparing to build the Ali version of the drug exchange
"We expect that in addition to OTC, the online sales of prescription drugs will be released in the future. With the full liberalization of drug online sales, the relationship between drugs and hospitals will be separated, and pharmaceutical companies need to find their own retail channels including the Internet." A senior executive of Ali once said. Ali's initial plan is to set up a medical museum platform in mobile Taobao. At the same time, in cooperation with hospitals and pharmaceutical companies, through big data, Alibaba can accurately understand which drugs are in great demand, and then combine pharmaceutical companies for targeted distribution. Cooperation in this area, negotiations with hospitals and pharmaceutical companies are already underway.
In addition, first serving B2C users and then promoting B2B is also a question that the Ali medicine team is thinking about. To this end, there are rumors about Alibaba's use of existing platforms to build online drug exchanges. The above-mentioned Ali people also admitted that "Ali has no plans to build a drug exchange, but if it is to be built in the future, Ali's foundation must be the best." If Ma Yun wants to do the business of the drug exchange, Baiyun Mountain is located. The GP Group is also the best partner. According to public information, GPHL is currently the first among the top 100 national industrial enterprises in 2014, and the accumulated experience accumulated in the bidding of various provinces in the country can be obtained in the industry.
Guessing Seven: Working together to develop new drugs
The detailed explanation of Ma Yun's medical dream first appeared on the Alibaba Technology Forum on the evening of March 18, 2014. As the final guest of the finale, Ma Yun gave a speech on the stage. For the first time, he talked about the investment objective of CITIC in the 21st century. “The answer is health.â€
Similarly, the research and development of new drugs in the major diseases of Baiguangshan is very frequent. On March 27 last year, GPHL announced that it has introduced “three original 1.1 new anti-tumor drugs are innovative chemical drugsâ€. It is reported that this Once the three potential new drugs are successfully developed, they will fill the domestic gap. With the advent of the era of big data, the medical big data controlled by Ali may be expected to help the development of new drugs in Baiyun Mountain.
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