Ma Yun wants to retire? It is bound to be a healthy "final" and more ALL IN!

When I was a teacher, I liked to be a teacher, and I wanted to be a teacher of JACK MA, that is, Mr. Ma Yun. I suddenly announced that I would "retire". It seems that I have to join in the fun of this "Teacher's Day". This way to celebrate your birthday.

The arterial network reporter is not too forgetful. I still remember that this is not the first time Ma Yun has said goodbye to Alibaba.

In May 2013, Ma Yun resigned as CEO of Alibaba, and got a farewell party, and announced that "I will not come back later. I will not come back. Because I am not useful when I come back, you will do better."

In the meantime, Ma Yun proposed the “Double H” strategy in 2015. When he was in the medical and health field, he had almost two years of retirement. If Ali is in the health of health, there is no need to say more.

Today, Ma Yun said that he has to retire again, and he has to live a retirement like Bill Gates.

In this case, the small partners in the medical and health field must be more careful.

Do you know what Bill Gates did after he retired? Some people summarized the seven major events that Gates did after retirement. Five of them were related to medical health, including donating funds for research and development, investing in electronic pills, and funding research on Alzheimer's disease.

In this way, Ma Yun, who is going to retire, wants to be more ALL IN in the health field. !

You must know that Ma Yun has predicted a lot of "final" in the field of health, and he is still waiting to achieve embarrassment.

å«¡ is a new force, a picture to understand Ma Yun's layout in the medical field

Today is September 10th, Teacher's Day, and is also the 54th birthday of Ma Yun.

In fact, on September 10th, there are more flaws with Ma Yun. He was born on September 10, 1964, and this day is Teacher's Day. In 1988, after graduating from university, he was assigned to Hangzhou Institute of Electronics Industry as a lecturer in English and international trade. The time when Alibaba was formally established was selected on September 10, 1999.

According to previous reports in the New York Times, Ma Yun will resign as Chairman of the Board of Directors of Alibaba and put "to spend more time on education." Whether Ma will really "retire" is not known. Even if it is announced to retire, he will continue to influence the follow-up development of Alibaba and related companies in terms of equity, personnel and values.

At the time of Ma’s “retirement”, the arterial network combed the layout of Ma Yun and Ali in the medical and health field. We found that regardless of retirement or not, Ma Yun is a man who cannot be separated from the health care of the motherland.

In 2015, Ma Yun proposed the strategy of “Double H – Health & Happiness, Health and Happiness”, which is regarded as an important signal that Ali has entered the medical and health field in a big way.

In fact, Ali had already targeted the health care field long before the strategy was appointed. The first thing it did was to form a "flagship platform" - Ali Health: In January 2014, Alibaba teamed up with Yunfeng Fund to conduct a total of 170 million US dollars (about RMB 1.037 billion) for Hong Kong stocks in the 21st century. The strategic investment of RMB) won 54.3% of the latter's shares.

After the establishment of Ali Health, there were two main things within the group: one is to continuously inject business related to pharmaceutical e-commerce, including the operation of Tmall Medical Museum, the blue hat health care business and the recently incorporated medical care. The equipment e-commerce business; the second is to provide access to its services in Taobao, Alipay and other platforms to achieve the opening and transformation of internal resources.

In particular, the effect of resource injection is the most obvious, which makes Ali's healthy income continue to grow at a high rate, from 30.42 million yuan in FY2015 to 2.442 billion yuan in FY18. With the incorporation of medical device e-commerce business, follow-up income Growth will be even stronger.

The most eye-catching is that Ali Health has actually become the "number one player" in the domestic medical e-commerce field. According to the annual report data, the total transaction volume of the Tmall medical products and the purchased health food category e-commerce platform service business operated by Ali Health in the year of 2018 totaled more than RMB 30 billion, and the total annual commodity transaction of Tmall medical device business. It has reached RMB 20.561 billion.

This shows that Ali Health has mastered more than 50 billion yuan in the import of medical equipment and health care products, and the total size of domestic medical e-commerce has just exceeded 100 billion. In other words, in the Internet + medical device circulation, Ali health has the power to call for the rain.

In addition to the e-commerce business, Ali Health also has smart medical care, product traceability, and health management business. Ali Health Wisdom Medical Business Line has developed the “Doctor You” medical AI system and landed in many hospitals; the product traceability business is on the original traceability function, and also added marketing, interaction and other functions, some health care products, proprietary Chinese medicines. The company has joined the product traceability platform; the health management business line has reached cooperation with a number of smart device companies to monitor and manage user health through smart devices and to expand into commercial health insurance.

Of course, the easiest thing to remember is the numbers. In January 2014, before Ali Investment, the share price of CITIC 21 was around HK$0.5, and the market value was just HK$2 billion. As of September 7, Ali Health's share price was HK$7.85 and the market value reached HK$91.644 billion. 50 years of growth in 4 years, the return on investment is amazing.

Ali health stock price trend

If Ali's health is set up as a platform, then the layout of other companies in the health care business of Ali is “stretching”: the company itself has rich technical advantages and user resources, which can be extended to medical care. The field of health and the formation of synergies. The layouts that conform to the "stretching" logic include Alipay, Alibaba Cloud, Taobao Tmall, and nails.

Ali medical health layout combing

We wrote a “one-sentence introduction” to each of Ali Health Care, which can quickly identify and remember their role:

In addition to the above mentioned Ali Health, Alipay, Alibaba Cloud, Taobao, and nails, Ali's other sections of the business will also serve as an entry point or service provider for medical services, providing medical and health services to enterprises or C-end customers.

For example, the corresponding drug O2O service, the health information corresponding to the UC browser, and the health video service corresponding to Youku. Ali is a multi-product, strong service penetration capability, able to cover C-end users in all aspects. If resources can be integrated and opened up, it will form a “super-entry” for medical and health services, providing more comprehensive and accurate medical and health services.

Rich and self-willed, cumulative investment or over 3 billion yuan

Through the two platforms of “taking the platform” and “doing extension”, Ali has mastered the entrance of medical services and the core technology capability of “Internet +” in his own hands. For some have entry thresholds, long investment cycle, or heavy asset scale. In the field, Ali chose to enter by investment. Ali Capital has also become an important force in investment in the health care sector.

Ali's capital investment layout

It can be seen that Ali Capital has a rich layout in the field of medical and health, both domestic and foreign standards, involving medicine, genetics, medical information , pharmaceutical retail, consumer medical, insurance, medical examination, medical big data, etc. Yum! Medical (Italy), Huada Gene, Baiyun Mountain, Zhongan Insurance, Aikang Guobin, etc.

At present, the layout of Ali Capital in the medical and health field is still difficult to sum up the core logic. The strategic considerations of the participating projects are mostly, the track is also rich, and the layout of Ali medical is formed. Some high-quality resources can also be injected into the Ali medical layout. Full-chain, full-process medical health layout. For example, Ikang Guobin's medical examination service can be introduced into the “Ali Medical Office”, and Weining Health Medical Informatization Capability and resources can be synergistic with “Future Hospital” and medical payment services.

Some of Ali’s investment in these projects are led by investment, and some are related to investment, so it is difficult to judge the specific amount of investment in Ali. However, according to the half of the company's financing amount, Ali's investment in medical and health fields may exceed 3 billion yuan. This amount is relatively low compared to Ali's investment in other fields. For example, Ali's participation in Youku potato privatization has cost at least 3.7 billion US dollars.

The final end of the medical treatment: the doctor is unemployed, the pharmaceutical factory disappears?

Ali's corporate culture has "final thinking", which is roughly said that companies should think about what the future looks like, and then do the layout. This can also be confirmed from Ma Yun, from the initial online yellow pages to e-commerce to cloud services, Ali can insist on doing things when everyone is not optimistic, "because believe, so see."

Ma Yun has a very wide-spread video. The general idea is that after 30 years, doctors can't find a job, there are fewer and fewer hospitals, and there are fewer medicine factories. This is regarded as the rhetoric of Ma Yun's "subversion" of medical care. Internet communication is easy to take out of context, and Ma Yun’s statement is often seen as his ambition to “subvert” medical care.

In fact, Ma Yun’s original words in this video are: “In the future, what Ali wants to do is to be healthy and happy. How to make people healthier and how to make people more happy? Not to build more hospitals to find more The doctor, not to build more pharmaceutical factories, but we (investment) to do the right thing, 30 years later, the doctor should not find a job, the hospital is less and less, the pharmaceutical factory is much less, which shows that we It’s done.”

So how do you do that? The direction is actually prevention. Ma Yun said that in the future, human health should be more derived from healthy lifestyles and prevention of diseases, not just seeking treatment after illness.

In the process of diagnosis and treatment, Internet technology and platform can be used to solve the problem of information asymmetry and system opacity. For example, the online platform can be used for registration, settlement, review, prescribing, etc. The patient can also evaluate the hospital's diagnosis and treatment experience on the online platform, and form a constraint on the medical system.

In fact, this is similar to the current mainstream-oriented “value-based” and “patient-centered” medical system. The operation of the medical system is centered around people, not vice versa.

But to be honest, the truly patient-centered medical system is actually very difficult to establish. The professionalism of medicine determines that patients are often in a passive position in medical services. It is difficult to understand the actual situation in detail, and it is not easy to make it according to the actual situation. Judge. The most important thing is to check and balance, how to give patients the same power, so that patients, hospitals, doctors, pharmaceutical companies, insurance and other parties can check each other.

Judging from the current layout of the Ali system in the field of health care, it is hard to say that there is already a "final" concept. The big difference between medical care and the Internet is that it is very difficult for medical care to “win the winner”. The Internet can reduce costs by expanding the scale, and medical care cannot.

The future belongs to the era of “ precise medical care ”. It accurately understands the causes of diseases, especially cancer, and develops new drugs in combination with genomics and biomarkers. It gains insights from data outside the hospital and verifies pharmacoeconomics and safety. Under this "final", the blockbuster drugs will be reduced, replaced by precise targeting; the subject authority will be less, replaced by experts in the field. Under the final medical treatment, "Internet +" is not so important, and "+ Internet" brings an extension of the medical ability boundary. This is the opportunity for Ali.

Will medical treatment become the next stop for Ma Yun?

In addition to education and charity, Ma Yun has a great chance of focusing on medical care. In fact, there is a precedent to follow - the world's former richest man Bill Gates has been focusing on the work of the Bill Melinda Gates Foundation since his retirement from Microsoft (hereafter referred to as the Gates Foundation). It has been nearly 9 years.

The Gates Foundation has donated $12 billion to the global medical sector and has invested heavily in infectious disease control, medical artificial intelligence, and biopharmaceuticals. Based on 2017 data alone, the Gates Foundation invested in 14 medical projects this year, accounting for 64% of the total investment, with a total investment of more than $500 million.

Ma Yun said that he will never be as rich as Gates, but he can retire earlier than Gates. Bill Gates resigned as CEO of Microsoft in 2014, at the age of 54. Also at the age of 54, Ma Yun is likely to complete the same job as Bill Gates.

In the New York Times report, there is also a very interesting detail: due to the success of a series of companies such as Ali and Ant Financial, Ma Yun’s personal wealth is as high as 40 billion US dollars, making him one of the richest people in China. Many Chinese people respect, some of whom put their portraits at home to worship, just as they worship the "God of Wealth".

Indeed, Ma’s image in the private sector has already surpassed the average business leader, and does not mention the “Ma Yun’s latest speech”, “Ma Yun’s ten advices for young people” and “Just Yun, Ma Yun’s shot”. . Above the temple, Ma Yun has also established a top-notch "friend circle". The current and former leaders of the United States, Germany, Canada and other countries have been very close, and they are typical representatives of political and business.

"Superman" said that "the greater the ability, the greater the responsibility." The ability to be as strong as Ma Yun will naturally be expected to be too much. In recent years, Ma Yun and Ali have a number of layouts in the field of medical and health, including online pharmacies, medical services, medical insurance, etc., which basically run through the entire system of “medical insurance”. These layouts are also seen as breaking public monopolies and solving “difficult to see a doctor. The panacea of ​​the expensive problem is very supportive.

In any case, as the "most inseparable person in the health care of the motherland," bless Ma Yun.

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