Sign a strategic cooperation agreement with departmental software to lay out intelligent integration platforms and clinical data center products
Rongke Science and Technology issued an announcement that the company signed a "strategic partnership agreement" with the department software. Through this strategic cooperation, the two sides will jointly innovate and develop hospital intelligent integration platform and clinical data center products suitable for Chinese hospitals, as well as medical IT big data application suitable for Chinese needs, to address the needs of medical data standardization and medical information interconnection and interconnection as well as medical big data application, which are most concerned by the industry at present.
Intersystems is the global leader in the field of medical integrated platform.
Lexian Software is a wholly owned subsidiary of Intersystems in China. InterSystems, founded in 1978, is a famous integrated platform provider in the world, and its products have covered more than 100 countries and regions. The company focuses on the field of health care, and its main products include: 1) HealthShare medical information network platform: integrated medical collaborative network and strategic medical information platform for regional / national health information exchange, which enables rapid sharing of electronic medical records among institutions; 2) TrakCare medical and health information system: patient-centered global hospital information system based on web. The company's core technologies include Cach é high-performance database, Ensemble rapid integration platform and DeepSee embedded real-time BI.
Hand-in-hand tie software will further enhance the company's competitiveness in areas such as hospital integration platform.
Through this cooperation, Rongke will combine the full range of InterSystems solutions, especially HealthShare interconnection solutions, with its own experience in the field of medical information and artificial intelligence, so as to enhance its competitiveness in the field of hospital intelligent integration platform. Previously, the two sides have successfully cooperated to develop a series of products suitable for the current medical and diagnosis consortia in China, such as single hospitals and group hospitals, to achieve organic intelligent integration and information sharing and exchange for clinical and process systems inside and outside the hospital. to form a truly integrated solution.
The company is expected to become the leader of regional health management O2O.
We are optimistic that the company is based on: 1) differentiated positioning in the field of clinical medical informatization and medical big data, the current market space for clinical application subdivision products and data platform-level products will reach about 20 billion yuan, providing a broad space for the company's future growth. 2) it is possible to grow into a regional health management O2O leader in the future. The health management O2O platform built by Rongke has huge expansion space and rich resources to ensure the promotion and landing of the model (Rongke will demonstrate its application in a number of provincial regions in the future with the help of the national project. It is expected to serve more than 10 million people); in the short term, Rongke has found a mature business model (third-party remote diagnosis and treatment business) to replicate and land in the northeast.
Smart Healthcare, with the smallest market capitalization, has great growth potential and maintains a "buy" rating.
We expect the company's net profit from 2016 to 2018 to be 65 million yuan, 101 million yuan and 140 million yuan. Considering the increased performance of Shanghai Mijian, the company's 2016-2018 exam net profit will be 89 million yuan, 131 million yuan and 181 million yuan. The company's current market value is 4.8 billion yuan, considering the diluted market value of 5 billion yuan, corresponding to the exam preparation PE is 56 times, 38 times, 27 times, the market capitalization of the smallest company in the smart medical sector, the company is expected to continue to strengthen the layout in the field of clinical medical information and medical big data through endogenous epitaxy in the future, and maintain the buy rating.
Risk tips: 1) the promotion of clinical medical information products is not up to expectations; 2) the health management O2O platform can not explore an effective profit model.