Tencent’s hardware products that were actually launched in person were few. After the establishment of the “connection†strategy, Tencent began to refocus on social and content. Tencent remained highly interested in the physical parts of mobile phones, smart hardware and VR. It is rare to participate in person. In this case, the "Glass Doctor" smart blood glucose meter is likely to become Tencent's most reliable hardware products.
The sugar doctor blood glucose meter released earlier this year officially released its upgraded version. In addition to product and system iterations, Sugar Lake’s peripheral ecology and back-end services began to expand, including the doctor resources of the Lilac Garden and the financial services resources of Zhong’an Insurance. Drug companies and other resources are accessing the high-frequency entrance of the sugar doctor.
From the initial shipment of tens of thousands to the iterative second-generation products, to the access to Tencent's peripheral ecological resources, the prospect of sugar doctors is increasingly worthy of optimism. It seems that Tencent MIG (Mobile Internet Business Group) has hatched a good business. At the same time, Tencent's overall smart medical road has just begun.
Diabetes management is the highest frequency entry into mobile health care
It is worthwhile for BAT to do business in person. Tencent has also broken the practice of not producing self-produced hardware for the sugar doctor. This is obviously a huge opportunity.
In fact, the management of chronic diseases such as diabetes is a huge, high-frequency entry-level business.
According to the data of the medical journal Lancet, as early as 2013, there were 114 million people with diabetes in China, and 150 million people were in pre-diabetes. In total, due to the influence of living habits and genetics, they were directly threatened by diabetes. There are 664 million people. At the same time, unfortunately, diabetes is still an incurable lifelong disease at this stage. Most people with diabetes need to insist on regular high-frequency monitoring of blood sugar. However, many patients in China do not have this habit, and the proportion of people with diabetes who enjoy medical insurance is not high. There is obviously a pain point in this market.
The huge user volume combined with high-frequency usage habits means that the sugar doctor has the potential to become an entry platform. In addition to the current situation of the medical market and the urgent need to change, the chronic management of diabetes has become a business that Tencent cannot miss.
Tencent, which has WeChat, is the biggest "entry theory" of the Internet in China. Through the sugar doctor hardware to acquire users, and spread Tencent's brand in the medical field; through the data exchange between WeChat and doctors to know the user's health, and then build a Chinese user's health database and expand to other chronic diseases.
Through the portal of chronic management of diabetes, Tencent has a lot of tricks to play, which is a pretty good attempt to cut into the entire mobile medical industry.
Technology iteration to service iteration, the scale effect of Tencent Sugar Doctor
Before and after the launch of the sugar doctor in Tencent, there were many smart blood glucose meter products on the market. Some are the products of the startup company, and some are the transformation products of the traditional medical device manufacturers. The common problem is that the hardware homogenization is serious, the threshold of the product itself is also pulled low, and even the trend of competing hardware cost and sales ability begins to appear. However, the real core problem has not been solved. After the user uses the product to measure blood sugar, there is not enough in-depth back-end service to continue to follow up the patient.
Tencent's entry has brought a lot of changes. First, Tencent's strong brand function, endorsement of the accuracy of the blood glucose meter, which greatly enhances user acceptance; on the other hand, it is interoperable with WeChat, and diabetes health data truly achieves good interoperability. . The recently released version 2.0 of the Sugar Doctor focuses on the development of back-end services, including connecting doctors to achieve remote care and integrating new insurance products after the integration of Zhong An Insurance Services.
Combined with medical services and insurance, this will make a qualitative change to the hardware product of Sugar Doctor. Through Sugar Doctor, Lilac Garden and Zhongan Insurance, the three have revitalized resources such as health monitoring, patient management and medical research. Doctors can understand patients better, patients can get health management services, "medical - medical care - The “medical insurance†is also linked to change the relatively isolated state of the three in the traditional model.
At the same time, Tencent's resource integration and capital advantages are beyond the reach of traditional companies and startups. Tencent and Zhongan Insurance announced that they will donate 10,000 medical insurances to users through the sugar doctor, which is equivalent to a premium of 200 million yuan. Of course, free insurance is based on the user's correct use of the sugar doctor to maintain their own blood sugar, Tencent has confidence in the accurate monitoring of blood glucose data, but also believe that can control the incidence of complications.
With the scale effect and product service thinking, the service of the sugar queen in the back-end layout enables users to avoid the various "pits" of entrepreneurial products, and the intelligent blood glucose meter has become truly highly usable.
With the threshold and cost of the hardware products themselves, the value of medical services provided by Tencent in the back-end will become more and more obvious. This will be the key point for Tencent to make profits from the mobile medical field.
Tencent's smart medical map has emerged
Obviously, Tencent's peripheral ecological layout resources began to link with the sugar doctor, which also gave us a chance to first glimpse the mobile giant's mobile medical map.
The clove garden played a key role in the construction of the sugar queen's back-end product service, and its many medical staff with more than 15 years of experience became the competitiveness of Sugar Doctor 2.0. In 2014, Tencent invested a $70 million investment in the clove garden and many people said that they could not understand it. As the sugar doctor business began to operate, the value of the clove garden began to appear.
There is also a new type of insurance provided by Zhong An Insurance. Based on the first-hand data obtained by the sugar doctor, Tencent can truly tailor insurance services for patients. The grafting of medical big data and financial services has been applied to sugar doctor products.
In the past two years, Tencent has carried out a lot of layout in the medical field, including intelligent hardware, registered network, clove garden, etc. Through the entrance of Sugar Doctor and WeChat, the outside world has explored the power of Tencent's medical layout once it is linked. Qiu Kai, the person in charge of the sugar doctor, also revealed that Tencent signed a Guizhou province chronic disease management agreement in Guizhou, and is working with the residents' health records in Guizhou Province, and will soon complete the work. It can be seen that Tencent may open up more links in the medical field in the future, thus building a one-stop service for mobile medical care.
Although the person in charge of the sugar company said that Tencent has no overall strategic plan for medical treatment, Tencent's entire mobile medical gameplay has gradually emerged, that is, self-operated entrance + master data, and access to professional services of external investment companies. This style of play was also first verified by the sugar doctor.
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