Editor's introduction: APPs about the health industry have emerged in an endless stream in recent years. Among them, the more representative JD Health. Why bulk sms service can it rise so quickly in such a short period of time? What is the current state of the industry as a whole? This article analyzes from the perspective of Jingdong Health, and takes you to understand the operation logic of this company and the Internet medical industry. On December 8, 2020, JD Health was officially listed on the Hong Kong Stock Exchange, with an issue price of HK$70.58. On the first day of listing, JD Health rose 40% to HK$99.15, with a total market value of more than HK$310 billion. Many people think that this bulk sms service price is an artificial high pushed up by market hype, and it will come down soon. However, the fact is indeed beyond the expectations of most people.
In just a few days, the share price of JD Health has reached nearly 200 yuan, and the market value has exceeded 600 billion. 1. Industry analysis Internet bulk sms service medical care is gradually enriched. Stimulated by the increase in rigid demand and the outbreak of the new crown epidemic, Internet medical care has achieved large-scale growth. According to incomplete statistics, the size of my country's Internet medical market will reach 200 billion yuan in 2026, and the CAGR from 2020 to 2026 is expected to be 14.23%. Internet medical care is in a stage of small steps. So why is the bulk sms service explosive growth from the Internet online medical industry? Since the medical industry is an industry that is deeply affected by macro factors, we next use the PEST model to explore the reasons behind it. 1.
Politics level The country's attitude towards Internet medical care is becoming more and more obvious. On April 12, 2018, Li Keqiang presided over a regular bulk sms service meeting of the State Council to determine the development of "Internet + medical and health" measures to alleviate the difficulty of seeing a doctor and improve people's standards. The meeting pointed out that in accordance with the deployment of the Party Central Committee and the State Council, accelerating the development of "Internet + medical health" can improve the efficiency of medical services, reduce bulk sms service errands for patients, make it more convenient, and enable more people to share high-quality medical resources. meeting confirmed, The model of "Internet + medical and health" has finally been affirmed by the state.