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<p>移动医疗将成为未来3-5年最热门的投资领域之一。未来移动医疗将是医疗器械公司、移动互联网运营商、以及医院三方平台融合的市场，大的投资方向前景明朗，但目前还都处于探索期。</p><p><img data-s="300,640" data-type="jpeg" src="http://mmbiz.qpic.cn/mmbiz/dx3KibwtDhveENCPty5vKJY5aFkxzrz9kREhjvX5dzPRudUtuo8gxocSrbOibtoaxYlAQfyiaibhOX7OTAKCqFAlqQ/0" data-ratio="0.5633802816901409" data-w="426" /><br /> <span class="keylink" style="word-break: break-all; padding: 0px 3px;">移动医疗</span><span style="font-size: 16px;">逐渐成为各路资本竞逐的热门标的。互联网巨头、电子产品制造商甚至化学制品生产商的抢先布局，掀起了移动医疗的投资风潮。移动健康市场即将迎来新的逐鹿者——互联网巨头百度将推出健康云平台，正式进军移动健康产业。尽管市场人士认为，</span><strong style="font-size: 16px; word-break: break-all;">移动医疗市场未来三至五年会有巨大的机会，但</strong><strong style="font-size: 16px; word-break: break-all;">目前来看，医疗器械厂商还未有大动作，只有九安医疗、宝莱特、和佳股份及理邦仪器等医疗器械上市公司涉足移动医疗相关业务。</strong></p><p> <span style="font-size: 16px;">值得关注的是，与IT公司“招兵买马”积极探索移动医疗相比，传统</span><span class="keylink" style="word-break: break-all; padding: 0px 3px;">医疗器械</span><span style="font-size: 16px;">制造商的“网恋”情结似乎并不高。但行业专家分析指出，</span><strong style="font-size: 16px; word-break: break-all;">医疗器械行业对移动医疗的布局更能驱动移动医疗向大众消费市场延伸。</strong><span style="font-size: 16px;">“只有在渠道上获得先发优势才算是占领了移动医疗市场的制高点。”分析人士说。</span></p><p> </p><p><strong style="word-break: break-all;">医疗器械公司“小试牛刀”</strong></p><p> </p><p> 尽管越来越多的互联网巨头、电子产品制造商甚至化学制品生产商抢先布局移动医疗，掀起移动医疗的投资风潮。“但<strong style="word-break: break-all;">移动医疗的大市场仍在传统医疗器械厂商手中。</strong>”市场人士表示。</p><p> </p><p> 目前来看，真正意义上的医疗器械厂商还未有大动作。只有九安医疗、宝莱特、和佳股份及理邦仪器等医疗器械上市公司涉足移动医疗相关业务。对此，有行业研究员指出，<strong style="word-break: break-all;">硬件优势不足以让移动医疗布局者长期占据有利位置，只有在渠道上获得先发优势才算是占领制高点。</strong>“在此条件下，<strong style="word-break: break-all;">传统医疗器械公司的布局比很多IT制造商在移动医疗的布局更具潜力和价值。</strong>”</p><p> </p><p><span style="font-size: 16px;"> 另值一提的是，专注肿瘤微创治疗领域的</span><span class="keylink" style="word-break: break-all; padding: 0px 3px;">医疗设备</span><span style="font-size: 16px;">商和佳股份，也于去年5月建造了</span><span class="keylink" style="word-break: break-all; padding: 0px 3px;">医疗信息化</span><span style="font-size: 16px;">平台。券商研究人员表示：“借助和佳股份现有的渠道优势，公司能够快速实现软件产品的销售，医疗信息化将成为公司新的业绩驱动力。”</span></p><p> </p><p> 针对传统药企的移动医疗探索，有行业专家也给出建议，对于缺乏硬件技术和软件管理能力的传统<span class="keylink" style="word-break: break-all; padding: 0px 3px;">医疗器械公司</span>，并购优质标的不失为布局移动医疗的机会。</p><p> </p><p><strong style="word-break: break-all;">探索期的风险</strong></p><p> </p><p> 根据清科研究中心统计，从2010年至2014年3月份，移动医疗行业共发生投资事件58起，涉及企业33家，披露金额超过1亿美元。在清科集团创始人倪正东看来，<strong style="word-break: break-all;">移动医疗将成为未来3-5年最热门的投资领域之一。</strong>“现在整个投资界最关心的两大行业：一是移动互联网，一是医疗健康，这两个最热门行业的交集，就是移动医疗，所以说未来三至五年，移动医疗会有巨大的机会。” </p><p> </p><p> 另据布鲁金斯学会最新预测，<strong style="word-break: break-all;">到2017年，全球移动医疗市场的发展将带来230亿美元的收入。</strong>其中美国将占到59亿美元，占全球市场的26%，而中国将成为第二大消费国，达25亿美元，占比11%。<strong style="word-break: break-all;">2013年，中国移动医疗市场预期为22.1亿元人民币，而到2017年将达125亿元人民币，</strong>这意味着未来四年复合增速望超50%。</p><p> </p><p> 尽管移动医疗前景诱人，但仍有PE保持谨慎乐观，认为移动医疗短期收益小。对此，理邦仪器董秘祖幼冬表示赞同，“<strong style="word-break: break-all;">未来移动医疗将是医疗器械公司、移动互联网运营商、以及医院三方平台融合的市场，大的投资方向前景明朗，但目前还都处于探索期。</strong>”</p><p> </p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; min-height: 1em; white-space: pre-wrap; background-color: rgb(255, 255, 255); font-family: Arial, Verdana, sans-serif; font-size: 12px; line-height: 24px; box-sizing: border-box !important; word-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; max-width: 100%; font-size: 16px; box-sizing: border-box !important; word-wrap: break-word !important;">广州市设备维修有限公司</span></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; min-height: 1em; white-space: pre-wrap; background-color: rgb(255, 255, 255); font-family: Arial, Verdana, sans-serif; font-size: 12px; line-height: 24px; box-sizing: border-box !important; word-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important;" /></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; min-height: 1em; white-space: pre-wrap; background-color: rgb(255, 255, 255); font-family: Arial, Verdana, sans-serif; font-size: 12px; line-height: 24px; box-sizing: border-box !important; word-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; max-width: 100%; font-size: 16px; box-sizing: border-box !important; word-wrap: break-word !important;">地址：广州市天河区银利街银利茶叶博览中心E栋4楼E4030室 邮编：510507</span></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; min-height: 1em; white-space: pre-wrap; background-color: rgb(255, 255, 255); font-family: Arial, Verdana, sans-serif; font-size: 12px; line-height: 24px; box-sizing: border-box !important; word-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; max-width: 100%; font-size: 16px; box-sizing: border-box !important; word-wrap: break-word !important;">电话：(+86)020-8722 8723 8764 5360 8764 2943 传真：020-8722 8623</span></p><p style="margin-top: 0px; margin-bottom: 0px; padding: 0px; max-width: 100%; min-height: 1em; white-space: pre-wrap; background-color: rgb(255, 255, 255); font-family: Arial, Verdana, sans-serif; font-size: 12px; line-height: 24px; box-sizing: border-box !important; word-wrap: break-word !important;"><span style="margin: 0px; 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发表于 2020-10-20 00:45:07