Due to the strong geographic and decentralized market characteristics of customers, as well as the professional attributes of informatization products and services, the hospital informatization market is highly decentralized, and the share of large suppliers is relatively stable. It is difficult for a single supplier to be in the short term To achieve a substantial breakthrough in market share, the increase in industry concentration will rely more on mergers and acquisitions.
Regional Medical Information Exchange Platform
Due to the low profitability of the platform itself and the lack of motivation for the exchange of information by the hospital itself, the development trajectory of the United States has proved that it is difficult to maintain the long-term sustainable development of the platform only relying on government investment. Commercial organizations that benefit from the exchange of medical information are more likely to become the protagonists in providing financial support for the construction and operation of the platform in the long run.
Considering the current social security attributes of my country's medical insurance, the Ministry of Human Resources and Social Security, which is in charge of urban employees and residents' medical insurance, may gradually gain a dominant position during the advancement of the medical information platform. Therefore, in the construction of regional medical information platform, manufacturers that have both social security and medical information services and have deep customer resources, taking Wanda Information as a model, may have more advantages.
Internet companies have begun a rapid deployment in the mobile medical business, and health management mobile applications also need to realize the integration and sharing of medical information and health files in the region in terms of functions, so they are similar to financial and other fields, related fields The middle and back office are inseparable from professional informatization vendors. Therefore, manufacturers with more entrances to hospital information systems, such as Weining Software, may first become partners of such commercial information exchange platforms and develop rapidly.
Medical Insurance Control Fee
my country's medical insurance costs are growing rapidly, and there is a great momentum for intelligent management and control by means of information technology. However, due to the differences in the medical system, my country's medical insurance fee control information business is quite different from the US PBM business. From the perspective of the fee control business itself, its profit model and industrial chain status are relatively limited. The payer of medical insurance has a higher dominance in the industry chain. Considering the social insurance attributes of medical insurance, companies that cooperate closely with social insurance have certain advantages, but other medical informatization vendors that have an earlier layout and rich customer resources It is also possible to achieve value breakthroughs by cooperating with different social security informatization vendors.
Finally, since medical insurance (orderly and controllable expenditures) is the main beneficiary of medical informatization, the relevant party with the strongest investment motivation and the final payer, the main ownership of medical insurance will have a decisive influence on the pattern of the informatization market. Considering that my country's continuous reforms in the field of the medical system in recent years-such as the trend of separation of medicines may open up new space for the development of commercial insurance-these possibilities will cause changes in the competitive advantages and disadvantages of relevant manufacturers.
risk warning
The regional platform may involve the dominance of different ministries or the conflict of interest in the process of advancement, affecting the construction progress; the medical insurance fee control business model and profitability are uncertain; the merger and acquisition market prices are high.
