On Thursday, the smart medical sector rose more than 2%, among which Zhongrui Sitron, which is an electronic goods anti-theft system and radio frequency identification system, won its seventh daily limit. The reason is that this GEM company recently announced that it plans to spend nearly 1.1 billion yuan to acquire 100% equity of Zhihui Technology, which is a smart medical company. Recently, the company has just acquired the company's smart intelligence, and has also achieved nine daily limit. Galaxy Securities expects that with the development of Dashi Intelligent in the three areas of transportation, energy conservation and medical care, the endogenous extension will help it open a new journey of 30 billion market value. What kind of magic is, making the market and capital fascinated by "smart medicine", and how is its development and competition?
Overweight smart medical extension industry chain layout
In May of this year, Da Shi Intelligent Announcement, which was suspended for nearly 4 months, plans to purchase 100% equity of Jiuxin Medical by issuing shares and paying cash, and speeding up the construction of medical professional purification system and digital operating room.
For Da Shi, who has been deeply cultivating smart buildings and intelligent transportation, this is not an attempt to chase capital hotspots. "We do intelligent building and medical treatment, but we do it with buildings. Sexually related systems." Company Secretary Lin Yubin explained.
Since 2013, Da Shi Intelligent has begun to lay out the hospital field, relying on the main business to do the hospital's building intelligence and energy-saving business. It is understood that the hospitals that have successfully signed up to date include Hong Kong University Shenzhen Hospital and Luoyang Central Hospital. The acquisition of Jiuxin Medical, Lin Yubin said that what Da Shi Intelligent wants to do is to further extend its layout in the smart medical industry chain. "Jiuxin Medical is the core operating room in the hospital, and our original intelligent building. The business, including energy conservation and strong electricity, constitutes a product portfolio and will gradually enter the overall construction of the hospital."
Taking the differentiated route "informatization" is the core of future success
According to Dashi Intelligent Announcement, Jiuxin Medical is a total solution provider for clean rooms with digital operating rooms and clean operating rooms as the core of modern hospitals. Its downstream customers are large and medium-sized general hospitals and specialist hospitals.
However, from the development of Darwin's intelligence, it is not easy to use the synergy between the two parties to quickly enter the medical market.
According to some data, the construction of smart cities has started, and smart medical care has ushered in development opportunities. In 2014, Huaping Co., Ltd. (300074, shares it) announced the start of a digital operating room platform. In January this year, Yanhua Intelligent (002178, shares it) acquired into the electric medical star layout city medical cloud data platform and so on. In addition, there is Shangrong Medical (002551, stocks), which has been developed in the field of smart medical care. Their positioning is the overall construction of the hospital. At present, it is building a comprehensive combination of hospital investment, medical logistics and consumables production and marketing. Medical service provider. For the market, the competitive pressure faced by Da Shi Intelligence is not small.
“Take the differentiated routeâ€, this is the intelligent response strategy of Da Shi, Lin Yubin said, “We want to cut in from the value-added subsystems with high added value and do some technical business.†The acquisition of Jiuxin Medical is the real intelligence. Open the entrance to more smart medical services from the clean operating room.
According to the data, in the clean operating room market, there will be 30,000 operating rooms and 43,000 intensive care beds in the future. It is estimated that the cumulative market size of clean operating rooms will be about 25.8 billion yuan in 2013-2015. At present, there are many successful cases in the construction of the long-term medical clean room, such as Beijing Hospital, Zhongshan Hospital of Fudan University, Xiangya Hospital of Central South University, etc. More than 4,000 hospitals have built standard clean room and intensive care unit. More than 70% of hospital customers are tertiary hospitals.
However, the acquisition of Jiuxin Medical, with the hospital as the entrance, combined with its own smart building and energy-saving technology services, to promote the in-depth development of the smart medical field, this is only the first step of the real smart smart medical layout.
In the interview, Lin Yubin revealed to reporters that the core of the smart medical market competition will be informatization. With the prominence of future medical business attributes, the company will accelerate the expansion of new fields such as medical information and mobile medicine . It is reported that the company's acquisition of Jiuxin Medical, in addition to doing a hospital clean room overall solution, there is also a layout in the surgical clinical information software.
The future: smart medical, smart transportation and smart buildings
From the intelligent building of the hospital, energy-saving technology services, to the operation of the hospital operating room, Da Shi Intelligence is moving to a weak cyclical industrial chain, thus promoting the company's leap-forward development in smart medical care. According to the company, smart medical care will be the company's key development business this year and next. "Doing one-third of the volume" is the expectation and goal of Da Shi Intelligent's smart medical business.
According to reports, the growth rate of hospital construction in the next two years is not less than 15%, of which the investment in hospital construction in 2015 reached about 100 billion yuan, while the scale of medical IT market exceeded 30 billion yuan. To achieve one-third of the volume, it means that Da Shi's smart business in the field of smart medical needs to be more than 400 million yuan (based on 2014 revenue).
However, at present, smart transportation and smart buildings are still the most important source of income in Darwin's smart business.
Notes: One hour after another, once again to arrive at real intelligence, Da Shi Intelligence has gradually realized the transformation from building intelligent integrators to smart city construction and operation service providers. Today, the company is beginning to transform towards smart healthcare. However, there are many foraging people in the field of smart medical care. In addition to Shangrong Medical, there are listed companies such as Digital Zhengtong and Yinjiang. How to obtain the largest share of cakes in the field of smart medical care, and master the most core resources. The provider of information technology, how long this time is, is still unknown. At present, the large-scale Wanda information in the field of smart medical care has a market value of about 70 billion, while the smart medical business accounts for a small market value of about 19 billion. With the release of the smart medical industry, those who deploy smart healthcare companies, who can become winners, will give the answer to the market.
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