What are the industry opportunities brought by the BMS and C terminals of the Medical Big Data New Deal?
On June 24, the General Office of the State Council officially issued the “Guiding Opinions on Promoting and Regulating the Development of Big Data Applications for Health Care †(hereinafter referred to as “Opinionsâ€), standardizing and promoting the integration and opening of government health medical information systems and public health medical data interconnection. shared. From the "Opinions", the application market of medical big data may usher in certain development opportunities. From the perspective of market demand, the future opportunities for medical big data resources may include both B-side and C-side.
B-side data opportunities or breakthroughs from the region
The first is the data integration and application opportunities facilitated by the establishment of regional medical bodies. From the "Opinions", the country's major tasks include "promoting the sharing of health care big data resources. Encourage all types of medical and health institutions to promote health care big data collection and storage, strengthen application support and operation and maintenance technology support, and open data resources sharing. through". From a commercial operation perspective, this goal is most likely to be achieved in existing regional healthcare. In fact, some cities or urban areas have tried the subordinate medical complexes, such as the regional ECG system in Shaoxing and the regional imaging medical system in Shanghai Jiading. In these areas of medical care, breakthroughs in a certain category of medical services, integration of patient medical records, examination of data, mutual recognition between the lower and lower medical institutions will help to establish a complete category of regional medical records, so The resulting data is likely to be continuous and complete and may be the basis for subsequent applications.
In the establishment of this type of data and medical services, for hardware companies and software companies, there is an opportunity to expand the business from product sales to database establishment and analysis, but the difficulty is also here. For most products, For the guiding company, the characteristics of medical services are that each B-end organization has a high individual demand, which also increases the difficulty of data splitting and integration. Therefore, when products are derived from data services, these companies need to shift their strategic focus to the compatibility and data integration that can be promoted behind the product, including integration from multi-platform data and integration of multiple types of data, which will be software and hardware companies. The point of competition for cutting into data in the future.
Therefore, this kind of data fusion policy provides a market opportunity for transformation for existing manufacturers, but it also puts forward higher requirements for its own development. Both hardware and software companies need to increase their service delivery capabilities, not just technology-based extensions. From the perspective of the evolution of foreign markets, the integration of such data services may start from the cooperation between manufacturers and third-party service providers. The development of the market to the initial stage of maturity may increase market integration, and industry mergers and acquisitions opportunities will arise.
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