On November 20, 2015, 300288.CH/ Information (RMB37.80, unrated) organized an investor meeting. Chairman Wang Wei, Secretary of the Board and Chief Financial Officer Yu Zhoujun communicated with investors about the major asset purchase plan recently released by the company and the progress of Internet + 's medical business. The basic information of Longma:
The company logged on the gem in 2012, and at the initial stage of listing, its main business is community voice value-added business, and its main products are telephone contact, which is a large-scale voice social entertainment platform integrating chat, making friends and phone games.
At the beginning of 2014, the company established the strategy of transition to Internet health care and mobile health care, and completed the acquisition of a 100% stake in Guangzhou Qisheng Information (650 million yuan) in the same year. Qisheng Information's 39 Health Network is China's leading health vertical portal, covering more than 120 million users a month.
After that, the company carried out a series of layout in the field of Internet medical treatment, including signing with Guizhou Health and Family Planning Commission to set up an Internet hospital, jointly with Medical Management Group to set up Guiyang Pharmaceutical E-commerce Service Company, Guiyang Internet Hospital Management Co., Ltd., participating in the restructuring of Guiyang sixth people's Hospital, cooperating with Baidu, Inc. to carry out Internet secondary diagnosis service platform for serious and difficult diseases, and so on.
On November 14, the company issued a major asset purchase plan, holding the sixth people's Hospital of Guiyang City (66%), taking an important step in the layout of medical resources. Our view:
We believe that Longma Information, as the first enterprise in the industry to distribute medical resources, will give full play to the advantages of Internet medical online and combine with offline traditional medical care to improve operational efficiency. The company will continue to integrate medical resources, combined with remote diagnosis and treatment, drug circulation, wearable, big data and so on to build an Internet medical system with the Internet hospital platform as the core.
We are optimistic about the broad space of the Internet medical industry, the forward-looking business layout of the company and its dominant position in Guizhou Province, that the company has both growth and scarcity, and suggest that investors actively pay attention to it.