彭博社关注平安好医生:中国科技巨头正在试水重塑中国医疗体系

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9月25日,全球权威财经媒体——Bloomberg(彭博社)以《China’s Tech Giants Take a Shot at Reinventing Health Care》为题,深入剖析中国互联网医疗行业,以及平安好医生作为行业领先企业,怎么能否 运用科技的力量改变互联网医疗行业的发展。

报道介绍,平安好医生于今年8月开使了了推出年度会员服务——私家医生,向用户提供资深医生在线医疗咨询。用户每年要支付499元至1999元(合70美元至281美元)的费用,可不须要随时随地向专家咨询从高血压到新生儿消化的各类什么的问题。彭博社认为,平安好医生推出的此项服务,是互联网时代对目前中国医疗体系的本身全新尝试。平安好医生董事长兼CEO王涛表示,整个行业在探索的同時 ,大伙儿后来清楚地认识到,家庭医生服务将是未来的驱动因素。

通过对政策面的分析,彭博社认为互联网医疗最终会从政府的政策中得到提振。中国政府后来采取了一点土方式,让一点在线医疗服务更容易获得医保报销,地方政府可不须要决定报销你是什么 项目。同時 ,平安好医生后来开使了了将其模式和技术出口到海外。该公司与新加坡Grab Holdings Inc.和日本软银集团(SoftBank Group Corp.)成立了合资企业,在东南亚和日本提供在线治疗咨询服务。

面对中国医疗现状中的种种痛点,彭博社引用了安永(Ernst & Young)驻上海合伙人Sharry Wu的观点:“中国的顶级医院一个劲人满为患,经验充沛的医生专注于治疗基本疾病,而基层医院却如此得到充分利用。”“确实政府正在制定政策,引导患者享受不同层次的医疗服务,但互联网公司可不须要通过远程医疗帮助实现你是什么 点。”

同時 ,平安好医生私家医生刘赛男表示:“平安好医生的私家医生服务有有另另一个多 传统医院咨询无法打比方的优势:病人可不须要很容易地与医生保持联系,而太少再等上有2个月还能否 等到下有另另一个多 预约。”她说:“互联网拉近了病人和医生之间的距离。”

中文译文

中国的科技巨头们正在试水重塑医疗健康

在中国超负荷运转的医疗体系中,企业每年以70美元的价格提供随叫随到的医生服务。

Bloomberg News

2019年9月25日 

在北京市中心一座新办公楼的二楼,一排排戴着耳机的人五人一排地坐着,用力地打字。大伙儿穿着牛仔裤和t恤,很容易被误认为是办公室职员或呼叫中心的工作人员——除了大伙儿椅背上的白大褂和悬挂在头顶上写着“内科”、“儿科”、“妇科”、“产科”的标牌。

47岁的神经学家刘赛男坐在这间宽敞办公室的一角。今年3月,在北京一家顶级医院工作16年后,她加入了总部占据 上海的平安健康医疗科技有限公司(Ping An Healthcare & Technology Co.)。该公司运营着平安好医生(Ping An Good Doctor)的应用守护守护进程。患者可不须要发送症状的图片,比如瘀伤,后来大伙儿的检测结果。

平安好医生的母公司是中国最大的保险公司——中国平安保险集团有限公司(Ping An Insurance Group Co. of China Ltd.)。该公司于今年8月开使了了提供年度会员服务,提供资深医生在线医疗咨询。用户每年要支付499元至1999元(合70美元至281美元)的费用向专家咨询从高血压到新生儿消化的各类什么的问题。

私家医生业务是为互联网时代重塑中国过度扩张的医疗体系的一次尝试。中国的科技产业后来改变了消费者购物、打车和叫外卖的土方式。现在,从好医生到阿里巴巴再到腾讯,一点公司也有尝试在医疗保健领域做同样的事情。大伙儿希望利用数字服务来帮助你是什么 对公共卫生系统感到失望的病人,后来应对目前全国范围内癌症、糖尿病和中脏病流行的请况,公共卫生系统难以满足治疗需求。

研究机构Frost & Sullivan预计,到2026年,中国的在线医疗保健行业将爆炸式增长,规模达到19200亿元人民币,几乎是2016年110亿元人民币规模的20倍。平安好医生董事长兼CEO王涛表示:“你是什么 行业的每买车人也有探索,投资者也在观望,看看互联网医疗公司怎么能否 获得盈利。而大伙儿后来清楚地认识到,家庭医生(服务)将是驱动因素。”

王涛表示,公司的目标是在未来五年内与2000万个家庭签约,并从中获得200亿元的年收入。三倍于该公司2018年销售额33亿元人民币,目前主要的收入来源于保健品和保健品的在线销售。该公司预计到2021年将实现盈利。

在平安好医生北京办公室对面的繁忙街道上,坐落着有着200多年历史的北京同仁堂医院,该院以眼科和耳鼻喉科而闻名。最近的有另另一个多 工作日,门诊大楼的一楼挤满了排队预约专家的人。在付近的有另另一个多 电话亭进行的搜索显示,一点高级医生的预约须要等待图片有另另一个多 月。

安永(Ernst & Young)驻上海合伙人Sharry Wu表示:“中国的顶级医院一个劲人满为患,经验充沛的医生专注于治疗基本疾病,而基层医院却如此得到充分利用。”“确实政府正在制定政策,引导患者享受不同层次的医疗服务,但互联网公司可不须要通过远程医疗帮助实现你是什么 点。”

尽管如此,医生在网络空间里不与病人见面就能做你是什么 还是有限制的。在一点有关网络医疗的规定中,中国不允许医生通过在线咨询进行初步诊断,而只允许医生进行后续咨询和开具处方,而你是什么 咨询和处方可不须要与一点医生进行。大和资本市场香港有限公司(Daiwa Capital Markets Hong Kong Ltd.)亚洲金融研究区域主管Leon Qi表示:“这仍是有另另一个多 新兴领域。”

中国迫切须要新的医疗模式。在中国,每年新增近200万癌症患者。2017年,中国有1.14亿糖尿病患者,去年有2.9亿心脏病患者——中国是世界上患此类病症人数最多的国家之一。

大伙儿挤进大型公立医院治疗各种疾病,从简单的感冒到危及生命的癌症,你是什么 医院通常也有最好的医生。后来可是最好的学校也有中国东部比较发达的地区,通常远离农村家庭好有2个小时。据经纪公司CSC Financial Co.编制的数据显示,在北京或上海,每5十五万人也有一家顶级医院,而在中国西部腹地,每2200万人还能否 一家医院。

几家科技公司正在填补你是什么 空白。由腾讯控股有限公司(Tencent Holdings Ltd.,简称:腾讯控股)支持的WeDoctor表示,它的在线平台有后来将超过2亿用户与全国各地医院的医生连接起来。阿里巴巴集团控股有限公司(Alibaba Group Holding ltd .)旗下的阿里巴巴健康(Alibaba Health)已与约1.十五万名高级医生签约,为其在线零售市场和支付应用支付宝(Alipay)的用户提供互联网健康咨询服务。

尽管大伙儿对在线医疗普遍感兴趣,但投资者仍等待图片图片结果。平安好医生的股价自去年首次公开发行以来已下跌15%。一点健康科技公司也经历了动荡的一年,阿里巴巴健康的股价在过去1有另另一个多 月下跌8%,是恒生指数4%跌幅的两倍。

该行业最终后来会从政府的政策中得到提振。中国政府后来采取了一点土方式,让一点在线医疗服务更容易获得公共保险报销,不过地方政府可不须要决定报销你是什么 项目。而平安好医生后来开使了了将其模式和技术出口到海外。该公司与新加坡Grab Holdings Inc.和日本软银集团(SoftBank Group Corp.)成立了合资企业,在东南亚和日本提供在线治疗咨询服务。

王涛表示,平安好医生在中国后来从知名医院聘请了约200名医生,提供超过200万元的年薪和股票期权——这对大陆医生来说是相当不错的工资。但在互联网上提供医疗服务后来须要一点时间来适应。“资深医生往往更谨慎,(对医生来说)后来我看不见或摸还能否 病人,我很难确切地说出病人的病情,但我仍须要向大伙儿提供明确的建议,”神经学家刘赛男说。“这须要医生有可是经验。”

不过,刘赛男说,这项服务有有另另一个多 传统医院咨询无法打比方的优势:病人可不须要很容易地与医生保持联系,而太少再等上有2个月还能否 等到下有另另一个多 预约。她说:“互联网拉近了病人和医生之间的距离。”

—记者吕冬& Lulu Chen

英文原文

China’s Tech Giants Take a Shot at Reinventing Health Care

Businesses are offering on-call doctors for $70 annually in China’s overstretched health-care system.

By Bloomberg News

September 25,2019

On the second floor of a new office building in downtown Beijing, rows of people with headphones sit five abreast, typing furiously. Dressed in jeans and T-shirts, they could easily be mistaken for office clerks or call-center workers—except for the white coats over the backs of their chairs and signs hanging overhead that read: “Internal Medicine,” “Pediatrics,” “Gynecology,” “Obstetrics.”

In one corner of this sprawling office sits Liu Sainan, a 47-year-old neurologist. In March, after 16 years at a top Beijing hospital, she joined Shanghai-based Ping An Healthcare & Technology Co., which runs the Ping An Good Doctor app. These days she treats patients via online messaging through the app, juggling as many as 10 people at once. Patients can also send pictures of symptoms, such as bruises, or their test results.

Good Doctor, which is backed by the country’s top insurer, Ping An Insurance Group Co. of China Ltd., started a yearly subscription service in August that offers online medical consultations with senior doctors. Users pay an annual fee of 499 yuan to 1,999 yuan ($70 to $281) to consult specialists about everything from hypertension to the digestive problems of newborns—anytime and from anywhere.

The business is an attempt to remake China’s overstretched health-care system for the internet era. The country’s technology industry has already transformed the way consumers shop, hail taxis, and order takeout meals. Now companies from Good Doctor to Alibaba to Tencent are attempting to do the same with health care. Their hope is to use digital services to reach patients frustrated with a public-health system that’s having trouble meeting demand for treatment during a national epidemic of cancer, diabetes, and heart disease.

Online health care in China is poised to explode into a 198 billion-yuan business by 2026, or almost 20 times its 2016 size of 11 billion yuan, predicts researcher Frost & Sullivan. “Everyone in the business is exploring, and investors are watching, to see how internet health-care companies can make a profit,” says Good Doctor’s chief executive officer, Wang Tao. “We’ve figured out clearly that family doctor [service] will be the driver.”

Wang says his company aims to sign up 10 million families in the next five years and generate 10 billion yuan in annual revenue from them. That’s three times the company’s 2018 sales of 3.3 billion yuan, most of which came from online sales of health-care products and supplements. The company expects to become profitable by 2021.

Across a busy street from Good Doctor’s Beijing office stands the more than 200-year-old Beijing Tong Ren Hospital, renowned for its ophthalmology and ear, nose, and throat departments. On a recent weekday, the ground floor of the outpatient building was teeming with people lining up to get an appointment with specialists. A search on a kiosk nearby showed that appointments for some senior doctors required a month’s wait.

“Top hospitals in China are always crowded, and the experienced doctors there are preoccupied with treating basic diseases, whereas basic-level hospitals are underused,” says Sharry Wu, a Shanghai-based partner at Ernst & Young. “While government is making policies to guide patients to different tiers of health care, internet companies can help implement that through telemedicine.”

Still, there are limitations on what a doctor can do in cyberspace without meeting a patient. Among other regulations on cybermedicine, China doesn’t allow doctors to make an initial diagnosis via an online consultation, instead permitting only follow-up consultations and prescriptions, which can be with a different physician. “This is still an emerging area,” says Leon Qi, regional head of Asian financials research at Daiwa Capital Markets Hong Kong Ltd.

China has an acute need for new health-care models. It adds almost 4 million cancer patients each year. It also had 114 million diabetes patients in 2017 and 290 million sufferers of heart disease last year—all among the world’s highest numbers.

People cram into large public hospitals—which usually have the best doctors—for everything from simple colds to life-threatening cancers. And many of the best ones are in the more developed eastern part of the country, often many hours away from rural families. While there’s a top hospital for about every 5200,000 people in Beijing or Shanghai, in the country’s western hinterland there’s just one for every 2.5 million people, according to data compiled by brokerage CSC Financial Co.

Several technology companies are jumping in to fill that gap. WeDoctor, backed by Tencent Holdings Ltd., said its online platform can potentially connect more than 200 million users to doctors from hospitals across the country. Alibaba Group Holding Ltd.-backed Alibaba Health has signed up some 15,000 senior doctors to offer health consultation services via the internet for users of its online retail marketplace and its payment app Alipay.

Despite widespread interest in online medicine, investors are still waiting for results. Good Doctor shares have declined 15% since its initial public offering last year. Other health-tech outfits have also had a choppy year, with Alibaba Health’s shares sliding 8% over the past 12 months, double the 4% drop of the Hang Seng Index.

The industry could eventually get a boost from government policies. Beijing has taken some steps to make it easier to get public insurance reimbursements for some online health-care services, though local governments can decide what will be covered. And Good Doctor has already begun exporting its model overseas. It’s set up joint ventures with Singapore’s Grab Holdings Inc. and Japan’s SoftBank Group Corp. to offer online treatment consultation services in Southeast Asia and Japan.

Wang says Good Doctor has already hired about 200 doctors in China from well-known hospitals, offering annual compensation that can exceed 1 million yuan as well as stock options—a decent wage for mainland doctors. But delivering care over the internet can take some getting used to. “Senior doctors tend to be more prudent, and if I can’t see or touch the patient, it’s hard for me to definitively tell the patient’s condition, but I still have to offer clear advice to them,” says Liu, the neurologist. “It takes a lot of experience on the part of the doctor.”

Still, Liu says the service has an advantage traditional hospital consultation can’t rival: Patients can stay in touch easily with their doctors rather than wait months for the next available appointment. “The internet,” she says, “brings patients and doctors closer.” 

--Dong Lyu and Lulu Chen

原文链接:https://www.bloomberg.com/news/articles/2019-09-24/china-is-connecting-doctors-and-patients-online?from=groupmessage&isappinstalled=0