进入互联网+时代的大健康 The Internet+ Era of The Great Healthcare Industry

John Ma 马长征

目录 Contents

1

大健康的梦想

Dream of The Great Healthcare

复星的大健康战略

The Strategy of Fosun Great Healthcare

互联网+投资案例分享

Case Study on The Internet+ Investment

2

健康——人类的本质需求 Health, the essential needs of human being

• 美国《时代》杂志2014年封面人物 US TIME 2014: Person of the year

• 埃博拉护理人员击败了普京、马云等7位风云人物 The Ebola fighter beats 7 extraordinary person such as Putin, Jack Ma etc.

下一个能超过我的人，一定出现在健康产业里 The future richest man will come from healthcare industry

马云预言：下一个能超过我的人，一定出现在健康产业里。

I am sure that the future richest man must come from the

healthcare industry.

——Ma Yun

比尔盖茨说：下一个能超过我的人，可能是来自生物或者基因

领域。

The one who will be richer than me would be likely to come from

biological or genetic field

——Bill Gates

3

4

现代健康产业走向 The trend of the modern healthcare industry

4

大健康中心的转移：欧洲美国中国 The center of global healthcare industry moves to China: Europe US China

基于美国的经济实力，二战后美国一直是大健康产业的第一大市场，更树立了创新、研发、临床、商业模式等全方位的领先地位。 Base on its economic power, US is the largest market of the healthcare industry after WWII. It is also leading innovation, R&D, clinical, business model of the industry.

随着中国经济的迅猛崛起，我们相信中国将成为新一轮现代健康产业的中心。 With the robust growth of China economy, we are convinced that China will be the center of this new trend of modern healthcare industry

5

复星20年梦想之一——健康梦想 Fosun Dream of 20-years: health

复星通过创新、整合致力于重造健康产业的研发、生产、运营、流通和服务体系，提供更高效、更优质、更便捷的产品和服务 Through innovation and integration, Fosun is committed its efforts to the platform of innovation, production, operation, distribution and service in the aim of providing products and service with superior efficiency, quality, and convenience.

目录 Contents

6

大健康的梦想

Dream of The Great Healthcare

复星的大健康战略

The Strategy of Fosun Great Healthcare

互联网+投资案例分享

Case Study on The Internet+ Investment

7

投资Investment

产业运营Operation

产业整合Integration

充分发挥复星集团以保险为核心的综合金融能力的优势和全球投资体系优势，整合资源，打造具有全球领先能力的大健康产业 Fully leveraging Fosun’s strength in financing capability of insurance and investment capability of global reach, Fosun has the ambition to establish global leadership in Healthcare industry

复星大健康定位 Positioning of Fosun Great Healthcare

8

复星大健康发展愿景 Vision for Fosun Great Healthcare

分业态领先，

打造大健康产业雏形

充分融通，布局国内国

际

打造万亿规模的大健康

产业 近期目标（-2015） Short term(~2015)

愿景目标（~2020） Vision(~2020)

2015 2020

中期目标（-2018） Mid-term(~2018)

Lead in separate segment Develop a prototype of the great health industry

Fully integrated both domestically and globally

Develop a trillion scale great health industry

人力资源保障 Human resources

9

聚焦投资，落地大健康 Focused investment , Executed in the healthcare industry

长期资金long-

term funds 低成本资

金low-cost fund

稳定资金stable

fund

投资Investment

产业深度

Industry

depth

中国动力

+

全球资源

大项目Great

investment

保险Insurance 流通

Distribution

医疗 Healthcare

service

器械诊断Device & IVD

养老 Senior care

医药产品 Health

products

Gre

at h

ealth

大健康

China’s growth

momentum with

global resources

健康保险 Health

insurance

10

复星大健康产业布局 Industry Layout of Fosun Great Healthcare

健康保险 健康管理 Health insurance and

management

医疗服务 康复养老 Healthcare services Rehabilitation and

senior care

医疗产品 健康产品 Medical and health

products

分销网络 零售网络 Pharmaceutical

Distribution and retail networks

四大业务板块Business Segments

在布局上，复星将形成四大业务板块，打造领先的健康管理、健康保险、康复养老等产业 Fosun will form four major business segments in health management, health insurance, rehabilitation and senior care, and distribution at retail networks.

11

格局：四大领先的产业标杆 Situation: 4 benchmarks

医疗服务网络 Healthcare provider network

健康管理、保险的整合模式 HMO-insurance-hospital

医疗产品研发制造 Health products R&D and manufacturing

医药分销零售网络 Distribution and retail network

~1000亿美金市值, US$100bn mktcap ~3000亿美金市值, US$300bn mktcap

~300亿美金市值, US$30bn mktcap ~1000亿美金市值, US$100bn mktcap

12

复星大健康（打穿） Fosun Great Health: vertical integration

领先的医疗服务网络 The leading healthcare provider network

领先的健康管理、保险的整合模式 The leading integrated model of health management, insurance

领先的医疗产品研发制造 The leading medical products, R&D and manufacturing

领先的医药分销零售网络 The leading distribution and retail network

13

复星大健康（打通） Fosun Great Health: cross-over integration

基于独有的跨产业资源，复星围绕客户的健康和快乐，以健康保险为核心，各版块形成协同整合效应 Relying on its unique cross-industry resources, Fosun focuses on the customer's health and happiness, with health insurance as the core, and forms a synergistic effect among its industrial segments.

分业态优势 Lead in individual segments

交叉整合优势 Cross integration

健康 保险 Health

Insurance 分销 零售

Distribution and Retail

医疗 服务

Healthcare

康复 养老

Rehabilitation & Senior care

医疗 产品

Medical Products

健康 产品 Health

Products

健康 管理 Health

Management

复星大健康产业网络图 Network of Fousn Great Health

14

复星大健康全球化布局 Global layout of Fosun healthcare

复星大健康已涉足全球诸多地区，寻找医疗服务、医疗和健康消费产品、健康险等行业投资机会

Fosun has invested in many parts of the world, covering regional health service, regional medical, health products, health insurance and so on.

美国US：Saladax

美国US：SMS

葡萄牙Portugal ：Luz Saude

德 国 Germany：Miacom Diagnostics GmbH

健康保险 健康管理 Health insurance and management

医疗产品 健康产品 Medical and health products

韩 国 Korea： SD BIOSENSOR

医疗服务 康复养老 Healthcare services Rehabilitation and senior care

分销网络 零售网络 Pharmaceutical Distribution and retail networks

美国US： Chindex Medical

以色列 Israel ： Alma Lasers

美国US： Core

美国US：Scanadu

中 国 China： 星益健康管理 Star Ehealth, 永安健康险业务 YongAn Health Insurance等

葡萄牙Portugal ：Multicare

中 国 China： 和睦家 United Family Healthcare，佛山禅城 Chan City Hospital, Foshan等

中 国 China： 万邦医药 Wanbang Biopharma ，药友制药 Yao Pharma等

中 国 China： 国药控股 Sinopharm Group ，复美药房 Shanghai For Me Yi Xing Pharmacy等

15

互联网+时代的挑战与机遇 Opportunities and Challenges in the Internet Era

全球化 Globalization

通 融 Integration

互联网 Internet

Opportunities

机遇

挑战 Challenges

万亿规模 Trillion Market

Scale

目录 Contents

16

大健康的梦想

Dream of The Great Healthcare

复星的大健康战略

The Strategy of Fosun Great Healthcare

互联网+投资案例分享

Case Study on the Internet+ Investment

17 Typical Patient Administration at a Chinese Hospital

18

投资案例一: 挂号网 Investment Case #1: Guahao.com

挂号网连接了中国1420家重点医院的HIS系统，包括中国近2/3的

三甲医院，实名认证的注册患者超过8200万。2014年度服务人次

超过1.6亿人次，相当于为中国百姓一年节省了2000万个工作日的

排队时间，是目前国际上用户规模最大的互联网医疗平台。

Guahao.com is connected to more than 1,420 top tier hospitals’

HIS systems nationally, including almost two thirds of China’s

Class A hospitals, and have more than 82 million users with name

verification.

In 2014, annual reservation service usage exceeded 160 million

times, which is comparable to saving more than 20 million working

days of patient wait time, and is currently the largest online

medical service platform by users globally.

650

2,800

7,200

16,000

2011 2012 2013 2014

挂号网预约服务人次（单位：万） Serviced Visits (Visits in 10000’)

挂号网于2010年创建，由复星、腾讯共同投资。 Guahao.com was established in 2010 with Fosun and Tencent as co-investors.

产品一：Guahao.com First Product: Guahao.com

Guahao.com 将大型医院的服务窗口外移至互联网及手机上。 Guahao.com has transformed physical service windows in large hospitals into a mobile app.

分诊导诊 Diagnosis & Triage

智能推荐对症的专家：疾病知识库、自助分诊、症状自

查、医院排行、特色科室。Specialist recommendation

based on illness, symptoms, hospital ranking, etc.

院外候诊 Reduce In-Hospital Wait Time

节省用户的候诊时间，避免交叉感染，随时查看候诊进

度。Reducing in-hospital wait time also reduces risk of

cross infections, users can also check waiting status

online.

预约挂号 Appointment & Reservation

全国重点医院预约挂号，减少排队候诊的时间。Online

reservation available for most national top tier hospitals

to reduce wait time.

检查/检验报告推送 Online Delivery of Lab Results

在移动端获取报告，减少院内等候时间。报告单直接存

入病历夹，方便管理。Receive lab results and reports

online, which are also automatically saved in the app

for easier management.

挂号费支付 Online Payment of Registration Fee

降低医院爽约率，减少患者排队时间。Reduce chance

of hospitals cancelling reservations, reduce in-hospital

payment wait time.

处方查询 Digital Prescription

患者通过移动端查询处方，便于患者管理及实时调阅。

Patients can review prescriptions through the app.

诊疗费支付

One Stop Billing 减 少 患 者 排 队 时 间 ， 降 低 医 院 运 营 成 本 。 Reduce

patient wait time and reduce hospital operating costs.

诊后随访 Post Visit Follow-up

诊后病情反馈，获得更好的调整治疗方案。Feedback of

patient condition post visit for better treatment.

健康档案 Personal Health Record

患者病历的持续填充和维护，随身病历夹，永久保存。

Continual medical file update and maintenance,

portable and permanent medical file.

• 首诊找身边对症医生 • 团队会诊协作 • 权威专家转诊绿色通道 • Get the right doctor around them in

their first visit • Access to team consultations • Easy access to leading experts

• 权威专家的指导 • 同学科医生协作 • 转诊、会诊绿色通道 • Receive guidance from leading

experts • Cooperation with same discipline

doctors • Network for referrals and

consultations

• 学科影响力进一步提升 • 获得对症转诊病人 • 同学科、跨区域的临床科研协作 • Increased reputation within discipline • Help the right patients • Clinical research cooperation for

same desiipline cross regions

20

产品二：微医集团 Second Product: weDoctor

截至目前由各学科带头人率领的15万医生入驻了微医集团。微医集团推动挂号网成为了中国医生的移动工作站、中国最大的分诊导诊网络及互联网电子病历中心。

Currently more than 150,000 doctors, led by leading experts in each discipline, have joined weDoctor. weDoctor has helped

Guahao.com become China’s largest online doctor workstation, China’s largest patient triage network, and largest electronic

medical records center.

微医集团将中国顶尖专家的经验和团队医生的时间有效结合，将顶尖专家的接诊能力提升了数十乃至百倍。 Through patients’ need based allocation between nationally renowned specialists and other doctors, weDoctor allows

experienced specialists to more effectively target patients who truly need special expertise.

权威专家 Leading Experts

团队医生 General Doctors

患者 Patients

挂号网的投资价值一：专家和患者资源 Investment Value: Doctor and Patient Resources

专家资源 Experts

患者 Patients

医疗服务领域资源紧密对接 ： • 复星医药整合医院资源 • 挂号网整合用户及专家资源与线下体系 Connect Resources within the Medical Service Industry:

• Fosunpharma consolidates the hospital resources

• Guahao.com integrates patient, doctor resources and its off-line

system

挂号网可为复星医疗服务业务带来更多专家和患者资源 Guahao.com brings additional doctor and patient resources to Fosun’s healthcare platform.

挂号网的投资价值二：培育医药电商 Investment Value: Pharmaceutical e-Commerce

以“金象网”为合作载体共同培育医药电商 Incubate pharmaceutical e-commerce through Jinxiang.com, an online prescription medicine distribution platform.

药品供应链 Pharmaceutical Supply Chain

充分发挥彼此优势： • 复星医药及其成员企业在药品流通供应体系和配送体

系的优势 • 挂号网线上医生和病人平台的优势 Fully utilize advantages from all sides:

• Fosun Pharma and its subsidiaries have advantages in

manufacturing, supply circulation, and distribution

• Guahao.com have advantages in doctor and patient

resources

医生、患者 Doctor, patient

挂号网的投资价值三：健康数据和商保直付机会 Investment Value: Patient Data and Commercial Insurance

挂号网可为复星健康保险业务带来详实的健康数据和商保直付机会 Guahao.com provides Fosun with detailed patient data and a window to promote direct commercial insurance payment.

健康数据

Health data

患者 Patients

健康保险 健康管理 Health insurance

and

Health management

投资案例二 Scanadu： 公司简介 Investment Case #2: Scanadu Profile

24

Scanadu生态系统将包括设备，一次性用品和数据 The Scanadu ecosystem consists of devices, disposables, and data.

Scanadu 是位于美国硅谷的医疗科技公司，致力于开发给消费者使用的移动医疗设备。 B轮融资由复星医药和腾讯领投,助力Scanadu的愿景 - 把医疗级别的诊断能力移植到智慧手机上的，以便使用者在家就能享受到医疗级别的服务。 Scanadu is a Silicone Valley based med-tech

company that focuses on developing mobile

consumer medical devices.

Round B was led by Fosun Pharma and Tencent, and

helped Scanadu complete its vision of integrating

medical grade diagnostic capabilities into a mobile

app so that consumers can enjoy medical grade

services at their own leisure.

25

25

Scanadu 在开发通过体征，血液，尿液来帮助用户了解健康的产品。 Scanadu is developing products that help its users understand their health conditions through vitals, blood, and urine.

第二款产品：ScanaFLO 尿液检测 Second Product: Scanadu Urine Analysis

第三款产品：Scanadu BLOOD 血液检测 Third Product: Blood Analysis

第一款产品：多参数生命检测仪 First Product: Scanadu Scout (Vitals)

产品简介 Scanadu Products

26

Scanadu 在构建一个实时的移动云医疗档案，集合分析全球每个Scanadu用户扫描的数据 Scanadu is building a cloud-based, real-time, mobile medical data room on which to conduct central analysis of global

users’ inputs.

个人移动健康数据库：个体化和量化个人健康数据 Mobile Health Record: Personalize and Quantify

27

微生物检测 SCANADμ: Microbiome

呼吸系统监测仪Scanadu HyperNose

微超声系统 Scanadu SuperSound

概念阶段 Conceptual Phase

多参数生命检测仪 Scanadu SCOUT

血液检测 Scanadu BLOOD

尿液检测 ScanaFLO

在研产品 Products in Development

个人移动健康数据库：个体化和量化个人健康数据 Mobile Health Record: Personalize and Quantify

社群生态经济——我们认为未来能够成功的公司，应该有能力通过数据和沟通手段围绕客户构建一个产品和服务的生态系统。 Community Ecological Economy – We believe for a company to be successful in the future, it needs to create an

ecosystem of data collection, communication, product development, and service.

专家资源 Experts

患者 Patients

复星大健康愿景：打造以健康保险为核心，在医疗服务、健康管理、养老服务、健康产品创新、研发及制造等产业领域具备领先优势和整合能力的全球一流大健康产业投资运营集团。 Fosun’s vision for healthcare industry: Anchored in health insurance as its core business, Fosun is committed to

becoming a global investment and integration leader in healthcare service, health management, senior care, innovation

and manufacturing of healthcare products.

28

产业与通融 Industry and Integration

互联网与创新 Internet and Innovation

中国动力 China momentum

全球化 Globalization

复星大健康产业价值目标：4000-5000亿美元 •To target asset value of Fosun’s health industry: 400-500 billion US dollars 打造复星大健康模式 To establish the Fosun Great Healthcare Model

重造大健康产业格局 To reestablish healthcare industrial footprint 创造全新的、全球领先的中国模式 To establish an innovative global leading “China Model”

展望未来 Into the future

复星大健康产业展望 Vision of Fosun Great Healthcare

Thanks