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 price is an artificial high pushed up by market hype, and it will come down soon. However, the fact is 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 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.
Then why is the 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 country email list medical care is becoming more and more obvious. On April 12, 2018, Li Keqiang presided over a regular 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 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. In the future, the state will vigorously promote the development of "Internet + medical and health", and the industry is about to usher in new changes.
2. Economic level
1) Demographic dividend to promote consumption
According to the results of the seventh national census released by the National Bureau of Statistics on the 11th, my country's total population is 1,411.78 million, an increase of 72.06 million or 5.38% compared with the data of the sixth national census in 2010, with