Under the new economic normal of the OFweek medical network, most industries are not only unable to achieve rapid growth, and many even face tightening. However, the medical industry still maintains rapid growth. According to the current growth rate, the market size will basically double every five years. This has also attracted a lot of attention from outside the industry. In the past two years, a large amount of capital and talents have poured into this industry, but medical care is a highly regulated industry, and it is not an area where capital can be successful. Therefore, although the market expects the next BAT in the medical industry to have a fast-replicating business model and a giant that dominates the country; but the market may soon be disappointed, not only will the next BAT not exist in the medical industry, I am afraid Most of the capital will be lost in this area. The regional, supply shortage and heavy asset characteristics of the medical sector are doomed to be the next industry to explode, and there will be no national giants in the short to medium term.
Whether it is search, e-commerce or social, the characteristics of the Internet is that light assets can be quickly and nationally replicated, and the core moat can be built in a short period of time to create a winner-take-all situation, and ultimately obtain a monopoly profit. From the perspective of winners, the Internet itself has a certain positive feedback mechanism, which creates an effect similar to the secondary market reflex in the field of Internet investment, thus quickly relying on the concentration of capital to form a monopolistic market effect. .
But the medical industry does not have such a feature.
First of all, there is no uncertainty in the development of the medical industry, and it is impossible to achieve a winner. Whether online or offline, medical services are subject to the one-on-one characteristics of services. It is difficult to expand in a short period of time and can only move forward slowly. The so-called mass market imagination is not applicable here. Moreover, even if the characteristics of localized management of medical care are abandoned, the needs of various regional medical markets are different, and it is difficult to replicate with the same set of standards. The demand for medical services is influenced by local policies, economic conditions, disease spectrum and consumption habits, and it is impossible to open the market with simple models. Further, once medical services gain market reputation in one area, it is difficult for new entrants to compete. This is mainly because the medical service field is very sticky, and regional market segmentation is one of the main features of the medical field. This is doomed to the decentralization and regional nature of the medical market. A large number of small and medium-sized service providers will exist in this field. They can compete with large companies because of their unique business, which is very different from the Internet.
Second, the shortage of supplies in China's medical sector will constrain the development of the medical industry for a long time. The shortage of supply is not unique to China. Even in the highly marketized United States, the shortage of doctors is an important factor that plagues its development. By 2025, the gap between American general practitioners is more than 30,000, and the gap between specialists is more than 60,000. The gap between Chinese doctors is even greater. Under the huge supply shortage, the development of the medical industry is very difficult even if it wants to speed up. Moreover, China's medical supply structure is quite distorted. The ability of a large number of grassroots doctors is weak, and it is difficult to gain the trust of users. The number of doctors in the top three hospitals is limited, further increasing the shortage of supply.
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