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“互联网+医疗”快速发展 智云健康(09955)2023年度收入同比增23.5%至36.9亿元

The rapid development of “Internet+Healthcare” Zhiyun Health (09955)'s revenue in 2023 increased 23.5% year-on-year to 3.69 billion yuan

Zhitong Finance ·  Mar 21 22:46

Zhiyun Health (09955) announced its annual results for the year ended December 31, 2023, with group revenue of RMB 36...

According to the Zhitong Finance App, Zhiyun Health (09955) announced the annual results for the year ended December 31, 2023. The group's revenue was RMB 3.69 billion (same unit), up 23.5% year on year; net loss was RMB 327 million, narrowing 80.7% year on year; and gross profit was 909 million yuan, up 14.8% year on year.

Based on the number of SaaS (Software as a Service) deployments in hospitals and pharmacies as of December 31, 2023 and the number of online prescriptions issued through the company's services in 2023, the company is the largest provider of digital chronic disease management solutions in China. As an industry pioneer and leader, the company is committed to providing services and digitalization to key players in the value chain, including hospitals, pharmacies, pharmaceutical companies, patients, and doctors.

The company's integrated in-hospital and out-of-hospital solutions rely on the company's hospital SaaS and pharmacy SaaS to connect hospitals and pharmacies separately, improving the efficiency of the healthcare ecosystem.

In 2023, while adhering to the “hospital first” strategy, the company relied on the perfect infrastructure for in-hospital and out-of-hospital scenarios to upgrade the strategy to “from patients to industry”. Under the P2M strategy, through strategic cooperation with pharmaceutical companies, the company can sell its own products with ownership, sales rights, or other exclusive rights. The company believes that this strategy will lead the company to profit. Relying on an extensive network of hospitals and pharmacies, the company has become a gateway for industrial enterprises to enter hospitals and pharmacies. Therefore, the company's digital capabilities can connect industrial enterprises with terminal hospitals and pharmacies, and ultimately bring competitive pricing and extremely convenient high-quality products to patients with chronic diseases.

With the rapid development of artificial intelligence, continuous innovation in artificial intelligence drove far-reaching reforms in the healthcare industry in 2023. The government has passed a number of regulations and guidelines to encourage the application and innovation of “Internet+Healthcare” and artificial intelligence in the medical field. The company is committed to empowering the chronic disease management industry through technology, improving the effectiveness of the healthcare ecosystem, fulfilling its responsibilities, increasing the provision of high-quality and affordable medical services and products to healthcare ecosystem stakeholders, and continuing to build digital infrastructure for the chronic disease management industry.

The company plans to focus on the following key strategies to consolidate its leading position in China's chronic disease management market: 1) consolidate the company's hospital SaaS and pharmacy SaaS infrastructure; 2) continue to establish a strong proprietary product pipeline in accordance with the P2M strategy to promote commercialization; 3) continue to invest in product and technology innovation, focusing on medical artificial intelligence; 4) continue to increase the number of patients and doctor users; and 5) continue to invest in strategic partnerships and acquisitions.

The translation is provided by third-party software.


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