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The following is the Investment strategy of internet medical industry From Haitong International recommended by recordtrend.com. And this article belongs to the classification: Internet medicine, Brokerage Report.
Over the past decade, we have experienced the emergence, fanaticism, underestimation and re emergence of the internet medical market. Now, the epidemic situation has once again activated the industry and ushered in unprecedented opportunities. At this historical node, Haitong & Haitong international medicine team, together with Internet and TMT analysts, hereby issues an in-depth report to systematically and frame the internet medical industry from the bottom
In order to solve the market cake problem, we will split the stock and incremental markets of the Internet in detail, so as to clarify what incremental markets the Internet has brought about and to measure the scale.
In order to explore the profit model and solve the problem of who pays, we divide the payer into three parts: medical insurance, commercial insurance and individual self payment, and elaborate the profit model, development path and moat building of various types of companies.
Taking Ali health, Ping’an good doctor, micro medicine and Weining health as examples, the profit mode and valuation model of internet medical companies are disassembled.
To explore the development and future of offline pharmacies under the trend of Internet.
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